We are live on
!
Find out more
AI
Axiom Investors Portfolio holdings
AUM
$8.99B
1-Year Est. Return
44.68%
This Fund
S&P 500
This Quarter
Est. Return
+20.46%
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
$6.07B
AUM Growth
+$989M
(+19%)
Cap. Flow
+$300M
Cap. Flow
% of AUM
4.94%
Top 10 Holdings %
Top 10 Hldgs %
45.14%
Holding
143
New
22
Increased
43
Reduced
64
Closed
13
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$178M |
| 2 |
Mercado Libre
MELI
|
+$142M |
| 3 |
TSMC
TSM
|
+$142M |
| 4 |
ServiceNow
NOW
|
+$81.3M |
| 5 |
Sea Limited
SE
|
+$57.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
AstraZeneca
AZN
|
+$123M |
| 2 |
Baidu
BIDU
|
+$107M |
| 3 |
UnitedHealth
UNH
|
+$63.2M |
| 4 |
Cheniere Energy
LNG
|
+$42.1M |
| 5 |
Microsoft
MSFT
|
+$38.9M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 32.83% |
| 2 | Consumer Discretionary | 15.92% |
| 3 | Healthcare | 15.49% |
| 4 | Financials | 11.25% |
| 5 | Consumer Staples | 8.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Microsoft
MSFT
$3.35T
| $476M | 7.84% |
1,649,457
-152,692
| -8% | -$38.9M |
|
|
2
Mercado Libre
MELI
$95.6B
| $369M | 6.08% |
280,106
+124,625
| +80% | +$142M |
|
|
3
NVIDIA
NVDA
$4.72T
| $324M | 5.34% |
11,666,990
+8,222,060
| +239% | +$178M |
|
|
4
TSMC
TSM
$2.09T
| $301M | 4.96% |
3,235,383
+1,578,333
| +95% | +$142M |
|
|
5
Baidu
BIDU
$36.5B
| $258M | 4.26% |
1,712,139
-756,363
| -31% | -$107M |
|
|
6
ServiceNow
NOW
$114B
| $216M | 3.55% |
2,320,490
+933,200
| +67% | +$81.3M |
|
7
Gartner
IT
$10.2B
| $209M | 3.44% |
640,208
-87,880
| -12% | -$29.1M |
|
8
Eli Lilly
LLY
$1.03T
| $207M | 3.41% |
602,353
+1,303
| +0.2% | +$439K |
|
9
Hershey
HSY
$35.9B
| $198M | 3.26% |
776,482
-56,886
| -7% | -$13.4M |
|
10
Copart
CPRT
$27.4B
| $183M | 3.01% |
4,855,550
+1,236,252
| +34% | +$42M |
|
11
Trip.com Group
TCOM
$29.3B
| $168M | 2.77% |
4,468,872
+47,502
| +1% | +$1.77M |
|
12
Danaher
DHR
$138B
| $159M | 2.62% |
711,890
-22,212
| -3% | -$5.05M |
|
13
MSCI
MSCI
$41.9B
| $153M | 2.52% |
273,665
+26,425
| +11% | +$14M |
|
14
Costco
COST
$423B
| $138M | 2.27% |
276,787
-40,879
| -13% | -$20M |
|
15
Estee Lauder
EL
$30.7B
| $135M | 2.23% |
548,213
-26,547
| -5% | -$6.74M |
|
16
Arthur J. Gallagher & Co
AJG
$65.9B
| $134M | 2.21% |
702,300
+85,700
| +14% | +$16.3M |
|
17
Idexx Laboratories
IDXX
$44.1B
| $127M | 2.1% |
254,601
+86,795
| +52% | +$41.5M |
|
18
Visa
V
$673B
| $126M | 2.07% |
557,108
+36,769
| +7% | +$8.18M |
|
19
Apple
AAPL
$4.9T
| $98.3M | 1.62% |
596,295
+9,765
| +2% | +$1.44M |
|
20
Blackstone
BX
$102B
| $94.4M | 1.56% |
1,074,631
+166,246
| +18% | +$14.7M |
|
21
Intercontinental Exchange
ICE
$88.4B
| $92M | 1.52% |
882,590
+181,082
| +26% | +$18.9M |
|
22
TE Connectivity
TEL
$59.9B
| $88.7M | 1.46% |
675,959
+7,402
| +1% | +$937K |
|
23
Alphabet (Google) Class A
GOOGL
$4.08T
| $84.5M | 1.39% |
814,318
-300,175
| -27% | -$28.8M |
|
|
24
UnitedHealth
UNH
$383B
| $77.8M | 1.28% |
164,710
-130,932
| -44% | -$63.2M |
|
25
Amazon
AMZN
$2.53T
| $72.9M | 1.2% |
706,120
+11,734
| +2% | +$1.13M |
|
Similar funds
A
VAS
AI
HI
PEA
SFM
MIH
RWP
Axiom Investors's Q1 2023 Portfolio in Review
As of Q1 2023, Axiom Investors held 143 positions worth $6.07B, up 19% from $5.08B the previous quarter. Its ten largest holdings account for 45% of the portfolio.
Axiom Investors deployed $300M of net new capital in Q1 2023, opening 22 new positions and adding to 43 existing holdings. Its largest new stake was Sea Limited: 835,670 shares worth $72.3M.
By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 27% a quarter earlier, followed by Consumer Discretionary and Healthcare.
On the sell side, the largest reduction was AstraZeneca, an estimated $123M trimmed.
- Axiom Investors's largest Q1 2023 buy was Sea Limited: 835,670 shares worth $72.3M.
- Axiom Investors added most to NVIDIA in Q1 2023, an estimated $178M increase.
- Axiom Investors's biggest Q1 2023 reduction was AstraZeneca, cutting an estimated $123M.
- Axiom Investors fully exited Pinduoduo in Q1 2023, selling an estimated $29.4M.
- Axiom Investors's ten largest holdings make up 45% of its $6.07B portfolio in Q1 2023.
- Axiom Investors opened 22 new positions and closed 13 in Q1 2023.
- Axiom Investors's portfolio value rose 19% quarter-over-quarter to $6.07B.
Based on Axiom Investors's 13F filing for Q1 2023, filed 12 May 2023.