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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
+9.69%
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
$13.6B
AUM Growth
+$2.18B
Cap. Flow
+$1.46B
Cap. Flow %
10.72%
Top 10 Hldgs %
57.55%
Holding
147
New
20
Increased
66
Reduced
47
Closed
13

Top Buys

Rank Stock Value
1
BSX icon
Boston Scientific
BSX
+$223M
2
JPM icon
JPMorgan Chase
JPM
+$217M
3
MS icon
Morgan Stanley
MS
+$192M
4
META icon
Meta Platforms (Facebook)
META
+$186M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$173M

Top Sells

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$298M
2
LLY icon
Eli Lilly
LLY
+$229M
3
BAH icon
Booz Allen Hamilton
BAH
+$206M
4
BLD
TopBuild
BLD
+$92.4M
5
CDNS icon
Cadence Design Systems
CDNS
+$87.6M

Sector Composition

Rank Sector Weight
1 Technology 34.21%
2 Communication Services 20.19%
3 Financials 15.39%
4 Consumer Discretionary 13.54%
5 Industrials 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.72T
$1.43B 10.56%
10,672,077
+30,564
+0.3% +$4.21M
META icon
2
Meta Platforms (Facebook)
META
$1.37T
$1.12B 8.24%
1,908,954
+316,377
+20% +$186M
AMZN icon
3
Amazon
AMZN
$2.53T
$1.1B 8.09%
5,006,220
+440,818
+10% +$90.2M
MSFT icon
4
Microsoft
MSFT
$3.35T
$1.05B 7.71%
2,481,329
+172,282
+7% +$73.4M
NFLX icon
5
Netflix
NFLX
$305B
$798M 5.88%
8,949,090
+1,669,330
+23% +$137M
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$4.08T
$645M 4.76%
3,409,569
+989,137
+41% +$173M
TSM icon
7
TSMC
TSM
$2.09T
$476M 3.51%
2,409,125
+301,735
+14% +$58.4M
AAPL icon
8
Apple
AAPL
$4.9T
$432M 3.18%
1,723,822
+182,654
+12% +$43M
NOW icon
9
ServiceNow
NOW
$114B
$423M 3.11%
1,992,970
+801,890
+67% +$162M
BX icon
10
Blackstone
BX
$102B
$342M 2.52%
1,984,892
+753,766
+61% +$131M
BSX icon
11
Boston Scientific
BSX
$68.4B
$335M 2.47%
3,752,430
+2,535,007
+208% +$223M
COST icon
12
Costco
COST
$423B
$317M 2.33%
345,816
-63,977
-16% -$59.4M
VRT icon
13
Vertiv
VRT
$87.6B
$265M 1.95%
2,335,196
-27,113
-1% -$3.22M
V icon
14
Visa
V
$673B
$264M 1.95%
836,418
+89,206
+12% +$26.8M
TW icon
15
Tradeweb Markets
TW
$20.8B
$258M 1.9%
1,971,550
-70,412
-3% -$9.29M
IBN icon
16
ICICI Bank
IBN
$109B
$224M 1.65%
7,494,180
+2,242,394
+43% +$67.7M
JPM icon
17
JPMorgan Chase
JPM
$933B
$223M 1.64%
+930,284
New +$217M
MS icon
18
Morgan Stanley
MS
$330B
$196M 1.44%
+1,556,964
New +$192M
CMG icon
19
Chipotle Mexican Grill
CMG
$49.4B
$186M 1.37%
3,081,455
+868,240
+39% +$52.3M
CTAS icon
20
Cintas
CTAS
$82.7B
$166M 1.23%
910,992
+111,772
+14% +$23.5M
DHR icon
21
Danaher
DHR
$138B
$164M 1.21%
716,576
+140,191
+24% +$34.5M
AJG icon
22
Arthur J. Gallagher & Co
AJG
$65.9B
$164M 1.21%
579,327
+254,038
+78% +$73.9M
IT icon
23
Gartner
IT
$10.2B
$148M 1.09%
305,335
+29,272
+11% +$15.1M
MELI icon
24
Mercado Libre
MELI
$95.6B
$143M 1.05%
83,932
-152,944
-65% -$298M
AMP icon
25
Ameriprise Financial
AMP
$48.1B
$136M 1%
256,120
+27,049
+12% +$14.4M
1
2 3 4 5

Similar funds

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
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
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Axiom Investors's Q4 2024 Portfolio in Review

As of Q4 2024, Axiom Investors held 147 positions worth $13.6B, up 19% from $11.4B the previous quarter. Its ten largest holdings account for 58% of the portfolio.

Axiom Investors deployed $1.46B of net new capital in Q4 2024, opening 20 new positions and adding to 66 existing holdings. Its largest new stake was JPMorgan Chase: 930,284 shares worth $223M.

By sector, the portfolio is most concentrated in Technology at 34% of assets, down from 36% a quarter earlier, followed by Communication Services and Financials.

On the sell side, the largest reduction was Mercado Libre, an estimated $298M trimmed.

  • Axiom Investors's largest Q4 2024 buy was JPMorgan Chase: 930,284 shares worth $223M.
  • Axiom Investors added most to Boston Scientific in Q4 2024, an estimated $223M increase.
  • Axiom Investors's biggest Q4 2024 reduction was Mercado Libre, cutting an estimated $298M.
  • Axiom Investors fully exited TopBuild in Q4 2024, selling an estimated $92.4M.
  • Axiom Investors's ten largest holdings make up 58% of its $13.6B portfolio in Q4 2024.
  • Axiom Investors opened 20 new positions and closed 13 in Q4 2024.
  • Axiom Investors's portfolio value rose 19% quarter-over-quarter to $13.6B.

Based on Axiom Investors's 13F filing for Q4 2024, filed 12 Feb 2025.