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Axiom Investors Portfolio holdings

AUM $11.6B
1-Year Est. Return 69.67%
This Fund
S&P 500
This Quarter Est. Return
+0.85%
1 Year Est. Return
+69.67%
3 Year Est. Return
+301.9%
5 Year Est. Return
+418.17%
10 Year Est. Return
+2,644.26%
AUM
$10.4B
AUM Growth
-$3.15B
Cap. Flow
-$2.69B
Cap. Flow %
-25.85%
Top 10 Hldgs %
45.77%
Holding
161
New
27
Increased
23
Reduced
85
Closed
25

Top Buys

Rank Stock Value
1
SPOT icon
Spotify
SPOT
+$275M
2
BABA icon
Alibaba
BABA
+$241M
3
JPM icon
JPMorgan Chase
JPM
+$201M
4
MS icon
Morgan Stanley
MS
+$200M
5
PGR icon
Progressive
PGR
+$180M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$995M
2
MSFT icon
Microsoft
MSFT
+$506M
3
AMZN icon
Amazon
AMZN
+$402M
4
META icon
Meta Platforms (Facebook)
META
+$391M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$388M

Sector Composition

Rank Sector Weight
1 Financials 24.97%
2 Communication Services 19.79%
3 Technology 18.36%
4 Consumer Discretionary 14.52%
5 Healthcare 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KNSL icon
151
Kinsale Capital Group
KNSL
$8.82B
– –
-12,416
Closed -$5.78M
LLY icon
152
Eli Lilly
LLY
$1.06T
– –
-46,846
Closed -$36.2M
MRVL icon
153
Marvell Technology
MRVL
$220B
– –
-24,050
Closed -$2.66M
PRCT icon
154
Procept Biorobotics
PRCT
$1.21B
– –
-91,001
Closed -$7.33M
PSN icon
155
Parsons
PSN
$5.2B
– –
-123,350
Closed -$11.4M
RDY icon
156
Dr. Reddy's Laboratories
RDY
$10.2B
– –
-86,600
Closed -$1.37M
TXRH icon
157
Texas Roadhouse
TXRH
$13.4B
– –
-57,255
Closed -$10.3M
VNM icon
158
VanEck Vietnam ETF
VNM
$525M
– –
-150,700
Closed -$1.73M
WING icon
159
Wingstop
WING
$3.06B
– –
-31,060
Closed -$8.83M
ZTS icon
160
Zoetis
ZTS
$32B
– –
-490,707
Closed -$80M
ITCI
161
DELISTED
Intra-Cellular Therapies Inc.
ITCI
– –
-60,101
Closed -$5.02M
3 4 5 6
7

Similar funds

AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
BMSSC
B. Metzler seel. Sohn & Co Frankfurt, Germany $11.6B AUM 34.29% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
CC
Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Axiom Investors's Q1 2025 Portfolio in Review

As of Q1 2025, Axiom Investors held 161 positions worth $10.4B, down 23% from $13.6B the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Axiom Investors withdrew a net $2.69B in Q1 2025, closing 25 positions and reducing 85 holdings. Its most notable exit was Zoetis, an estimated $80M position sold in full.

By sector, the portfolio is most concentrated in Financials at 25% of assets, up from 15% a quarter earlier, followed by Communication Services and Technology.

Against the trend, Axiom Investors opened a new position in Alibaba worth $277M.

  • Axiom Investors's largest Q1 2025 buy was Alibaba: 2,094,150 shares worth $277M.
  • Axiom Investors added most to Spotify in Q1 2025, an estimated $275M increase.
  • Axiom Investors's biggest Q1 2025 reduction was NVIDIA, cutting an estimated $995M.
  • Axiom Investors fully exited Zoetis in Q1 2025, selling an estimated $80M.
  • Axiom Investors's ten largest holdings make up 46% of its $10.4B portfolio in Q1 2025.
  • Axiom Investors opened 27 new positions and closed 25 in Q1 2025.
  • Axiom Investors's portfolio value fell 23% quarter-over-quarter to $10.4B.

Based on Axiom Investors's 13F filing for Q1 2025, filed 14 May 2025.