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Axiom Investors Portfolio holdings

AUM $8.99B
1-Year Est. Return 44.68%
This Fund
S&P 500
This Quarter Est. Return
+25.1%
1 Year Est. Return
+44.68%
3 Year Est. Return
+214.21%
5 Year Est. Return
+302.8%
10 Year Est. Return
+1,834.44%
AUM
$12.2B
AUM Growth
+$1.77B
Cap. Flow
-$152M
Cap. Flow %
-1.24%
Top 10 Hldgs %
58.05%
Holding
156
New
20
Increased
53
Reduced
64
Closed
18

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$498M
2
NVDA icon
NVIDIA
NVDA
+$420M
3
PM icon
Philip Morris
PM
+$263M
4
AMZN icon
Amazon
AMZN
+$195M
5
GEV icon
GE Vernova
GEV
+$131M

Top Sells

Rank Stock Value
1
AJG icon
Arthur J. Gallagher & Co
AJG
+$192M
2
META icon
Meta Platforms (Facebook)
META
+$164M
3
BX icon
Blackstone
BX
+$159M
4
BSX icon
Boston Scientific
BSX
+$146M
5
BRBR icon
BellRing Brands
BRBR
+$128M

Sector Composition

Rank Sector Weight
1 Technology 27.91%
2 Communication Services 21.21%
3 Financials 17.4%
4 Consumer Discretionary 13.66%
5 Industrials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JOBY icon
126
Joby Aviation
JOBY
$8.55B
$1.62M 0.01%
+153,600
New +$1.11M
TCOM icon
127
Trip.com Group
TCOM
$29.1B
$1.56M 0.01%
26,639
-923,661
-97% -$55.5M
IVV icon
128
iShares Core S&P 500 ETF
IVV
$904B
$1.55M 0.01%
2,500
-100
-4% -$57.4K
KSA icon
129
iShares MSCI Saudi Arabia ETF
KSA
$621M
$1.46M 0.01%
37,800
-6,200
-14% -$243K
EWT icon
130
iShares MSCI Taiwan ETF
EWT
$11.1B
$1.03M 0.01%
18,000
+2,100
+13% +$107K
MNST icon
131
Monster Beverage
MNST
$88.5B
$1M 0.01%
16,025
-2,459
-13% -$150K
CYBR
132
DELISTED
CyberArk
CYBR
$998K 0.01%
+2,454
New +$894K
FTNT icon
133
Fortinet
FTNT
$117B
$847K 0.01%
8,008
+2,004
+33% +$202K
ROL icon
134
Rollins
ROL
$18.2B
$783K 0.01%
13,870
+4,990
+56% +$280K
CPT icon
135
Camden Property Trust
CPT
$11.3B
$780K 0.01%
6,923
+1,053
+18% +$121K
FWONK icon
136
Liberty Media Series C
FWONK
$25.8B
$460K ﹤0.01%
4,400
+240
+6% +$22.3K
FICO icon
137
Fair Isaac
FICO
$22.5B
$260K ﹤0.01%
+142
New +$267K
TYL icon
138
Tyler Technologies
TYL
$12.8B
$189K ﹤0.01%
319
– –
AGYS icon
139
Agilysys
AGYS
$3.06B
– –
-31,390
Closed -$2.28M
AZEK
140
DELISTED
The AZEK Co
AZEK
– –
-142,120
Closed -$6.95M
BMA icon
141
Banco Macro
BMA
$5.35B
– –
-39,871
Closed -$3.01M
DECK icon
142
Deckers Outdoor
DECK
$13.3B
– –
-488,594
Closed -$54.6M
DHR icon
143
Danaher
DHR
$144B
– –
-243,553
Closed -$49.9M
EXPO icon
144
Exponent
EXPO
$3.24B
– –
-60,333
Closed -$4.89M
HLNE icon
145
Hamilton Lane
HLNE
$5.57B
– –
-49,102
Closed -$7.3M
IT icon
146
Gartner
IT
$11.7B
– –
-135,896
Closed -$57M
JD icon
147
JD.com
JD
$44.5B
– –
-331,480
Closed -$13.6M
ONON icon
148
On Holding
ONON
$12.5B
– –
-499,650
Closed -$21.9M
SNDX icon
149
Syndax Pharmaceuticals
SNDX
$1.82B
– –
-52,204
Closed -$641K
TEL icon
150
TE Connectivity
TEL
$62.6B
– –
-225,641
Closed -$31.9M
3 4 5
6
7

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A
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AI
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HI
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PEA
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SFM
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MU
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MERSOM
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Axiom Investors's Q2 2025 Portfolio in Review

As of Q2 2025, Axiom Investors held 156 positions worth $12.2B, up 17% from $10.4B the previous quarter. Its ten largest holdings account for 58% of the portfolio.

Axiom Investors's Q2 2025 filing shows 20 new, 53 increased, 64 reduced and 18 closed positions. Its largest new stake was Philip Morris: 1,532,403 shares worth $279M. The largest sale was Arthur J. Gallagher & Co, an estimated $192M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 18% a quarter earlier, followed by Communication Services and Financials.

  • Axiom Investors's largest Q2 2025 buy was Philip Morris: 1,532,403 shares worth $279M.
  • Axiom Investors added most to Microsoft in Q2 2025, an estimated $498M increase.
  • Axiom Investors's biggest Q2 2025 reduction was Arthur J. Gallagher & Co, cutting an estimated $192M.
  • Axiom Investors fully exited Primo Brands in Q2 2025, selling an estimated $115M.
  • Axiom Investors's ten largest holdings make up 58% of its $12.2B portfolio in Q2 2025.
  • Axiom Investors opened 20 new positions and closed 18 in Q2 2025.
  • Axiom Investors's portfolio value rose 17% quarter-over-quarter to $12.2B.

Based on Axiom Investors's 13F filing for Q2 2025, filed 7 Aug 2025.