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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
TEVA icon
151
Teva Pharmaceuticals
TEVA
$41.2B
– –
-2,173,807
Closed -$33.4M
UTHR icon
152
United Therapeutics
UTHR
$23.1B
– –
-1,621
Closed -$500K
VRT icon
153
Vertiv
VRT
$105B
– –
-423,828
Closed -$30.6M
YPF icon
154
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$19.3B
– –
-54,860
Closed -$1.92M
TBBB icon
155
BBB Foods
TBBB
$4.92B
– –
-503,627
Closed -$13.4M
PRMB
156
Primo Brands
PRMB
$8.54B
– –
-3,242,619
Closed -$115M
3 4 5 6
7

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VAS
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AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
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.