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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
+17.67%
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
$10.2B
AUM Growth
+$3.24B
Cap. Flow
+$1.96B
Cap. Flow %
19.19%
Top 10 Hldgs %
50.24%
Holding
152
New
20
Increased
94
Reduced
18
Closed
18

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$315M
2
PANW icon
Palo Alto Networks
PANW
+$200M
3
AMZN icon
Amazon
AMZN
+$143M
4
MDB icon
MongoDB
MDB
+$143M
5
NVDA icon
NVIDIA
NVDA
+$98.4M

Top Sells

Rank Stock Value
1
MSCI icon
MSCI
MSCI
+$86.4M
2
YUMC icon
Yum China
YUMC
+$78.4M
3
BIDU icon
Baidu
BIDU
+$67.1M
4
CPRT icon
Copart
CPRT
+$53M
5
TCOM icon
Trip.com Group
TCOM
+$52.9M

Sector Composition

Rank Sector Weight
1 Technology 44.92%
2 Consumer Discretionary 14.2%
3 Healthcare 10.39%
4 Financials 9.24%
5 Industrials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XPEL icon
151
XPEL
XPEL
$1.34B
– –
-11,225
Closed -$866K
YUMC icon
152
Yum China
YUMC
$16.4B
– –
-1,407,670
Closed -$78.4M
3 4 5 6
7

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VAS
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AI
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HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
PEA
Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
MU
Mirova US Boston, Massachusetts $8.81B AUM 21.38% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
MOACM
Mutual of America Capital Management New York $8.8B AUM 29.06% 1-Year Est. Return

Axiom Investors's Q4 2023 Portfolio in Review

As of Q4 2023, Axiom Investors held 152 positions worth $10.2B, up 47% from $6.95B the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Axiom Investors deployed $1.96B of net new capital in Q4 2023, opening 20 new positions and adding to 94 existing holdings. Its largest new stake was MongoDB: 376,641 shares worth $154M.

By sector, the portfolio is most concentrated in Technology at 45% of assets, up from 41% a quarter earlier, followed by Consumer Discretionary and Healthcare.

On the sell side, the largest reduction was MSCI, an estimated $86.4M trimmed.

  • Axiom Investors's largest Q4 2023 buy was MongoDB: 376,641 shares worth $154M.
  • Axiom Investors added most to Meta Platforms (Facebook) in Q4 2023, an estimated $315M increase.
  • Axiom Investors's biggest Q4 2023 reduction was MSCI, cutting an estimated $86.4M.
  • Axiom Investors fully exited Yum China in Q4 2023, selling an estimated $78.4M.
  • Axiom Investors's ten largest holdings make up 50% of its $10.2B portfolio in Q4 2023.
  • Axiom Investors opened 20 new positions and closed 18 in Q4 2023.
  • Axiom Investors's portfolio value rose 47% quarter-over-quarter to $10.2B.

Based on Axiom Investors's 13F filing for Q4 2023, filed 12 Feb 2024.