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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
META icon
1
Meta Platforms (Facebook)
META
$1.47T
$751M 7.2%
1,302,311
-606,643
-32% -$391M
NFLX icon
2
Netflix
NFLX
$339B
$645M 6.19%
6,911,480
-2,037,610
-23% -$194M
AMZN icon
3
Amazon
AMZN
$2.81T
$600M 5.76%
3,151,682
-1,854,538
-37% -$402M
BSX icon
4
Boston Scientific
BSX
$69.8B
$480M 4.61%
4,759,258
+1,006,828
+27% +$101M
MSFT icon
5
Microsoft
MSFT
$3.69T
$466M 4.47%
1,241,365
-1,239,964
-50% -$506M
JPM icon
6
JPMorgan Chase
JPM
$948B
$422M 4.05%
1,719,115
+788,831
+85% +$201M
SPOT icon
7
Spotify
SPOT
$113B
$396M 3.8%
719,682
+492,504
+217% +$275M
MS icon
8
Morgan Stanley
MS
$336B
$363M 3.48%
3,111,979
+1,555,015
+100% +$200M
AAPL icon
9
Apple
AAPL
$4.57T
$340M 3.27%
1,532,821
-191,001
-11% -$44.2M
V icon
10
Visa
V
$717B
$307M 2.94%
875,340
+38,922
+5% +$13.2M
NVDA icon
11
NVIDIA
NVDA
$5.08T
$306M 2.94%
2,824,043
-7,848,034
-74% -$995M
TW icon
12
Tradeweb Markets
TW
$22.7B
$288M 2.77%
1,942,575
-28,975
-1% -$3.85M
COST icon
13
Costco
COST
$424B
$284M 2.73%
300,641
-45,175
-13% -$44M
BABA icon
14
Alibaba
BABA
$287B
$277M 2.66%
+2,094,150
New +$241M
AJG icon
15
Arthur J. Gallagher & Co
AJG
$67.9B
$270M 2.59%
781,227
+201,900
+35% +$63.8M
IBN icon
16
ICICI Bank
IBN
$108B
$253M 2.43%
8,033,218
+539,038
+7% +$15.6M
BX icon
17
Blackstone
BX
$107B
$233M 2.24%
1,670,077
-314,815
-16% -$51.1M
CTAS icon
18
Cintas
CTAS
$82.3B
$218M 2.09%
1,058,843
+147,851
+16% +$29.5M
NOW icon
19
ServiceNow
NOW
$130B
$216M 2.07%
1,357,510
-635,460
-32% -$122M
GOOGL icon
20
Alphabet (Google) Class A
GOOGL
$4.18T
$196M 1.88%
1,269,707
-2,139,862
-63% -$388M
PGR icon
21
Progressive
PGR
$129B
$195M 1.87%
+687,456
New +$180M
TSM icon
22
TSMC
TSM
$2.17T
$179M 1.72%
1,077,954
-1,331,171
-55% -$259M
BRBR icon
23
BellRing Brands
BRBR
$1.25B
$167M 1.61%
2,248,924
+1,814,811
+418% +$133M
CMG icon
24
Chipotle Mexican Grill
CMG
$47.3B
$147M 1.41%
2,917,777
-163,678
-5% -$8.9M
MELI icon
25
Mercado Libre
MELI
$98.9B
$136M 1.31%
69,819
-14,113
-17% -$28M
1
2 3 4 5

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.