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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
MSFT icon
1
Microsoft
MSFT
$2.93T
$1.19B 9.74%
2,387,511
+1,146,146
+92% +$498M
NVDA icon
2
NVIDIA
NVDA
$4.66T
$974M 7.99%
6,164,363
+3,340,320
+118% +$420M
NFLX icon
3
Netflix
NFLX
$301B
$965M 7.92%
7,206,120
+294,640
+4% +$33.3M
AMZN icon
4
Amazon
AMZN
$2.46T
$907M 7.45%
4,136,246
+984,564
+31% +$195M
META icon
5
Meta Platforms (Facebook)
META
$1.5T
$766M 6.28%
1,037,552
-264,759
-20% -$164M
SPOT icon
6
Spotify
SPOT
$106B
$643M 5.27%
837,590
+117,908
+16% +$75.7M
JPM icon
7
JPMorgan Chase
JPM
$931B
$483M 3.96%
1,665,236
-53,879
-3% -$13.7M
MS icon
8
Morgan Stanley
MS
$323B
$459M 3.77%
3,259,245
+147,266
+5% +$18.1M
BSX icon
9
Boston Scientific
BSX
$69.6B
$356M 2.92%
3,318,614
-1,440,644
-30% -$146M
NOW icon
10
ServiceNow
NOW
$118B
$335M 2.75%
1,628,775
+271,265
+20% +$51.2M
IBN icon
11
ICICI Bank
IBN
$108B
$325M 2.66%
9,650,990
+1,617,772
+20% +$53.5M
GEV icon
12
GE Vernova
GEV
$243B
$302M 2.48%
570,358
+314,507
+123% +$131M
PM icon
13
Philip Morris
PM
$313B
$279M 2.29%
+1,532,403
New +$263M
TW icon
14
Tradeweb Markets
TW
$22.7B
$277M 2.27%
1,893,905
-48,670
-3% -$6.79M
GE icon
15
GE Aerospace
GE
$368B
$239M 1.96%
928,960
+441,479
+91% +$96.9M
MELI icon
16
Mercado Libre
MELI
$94.3B
$233M 1.91%
89,192
+19,373
+28% +$45.2M
V icon
17
Visa
V
$707B
$215M 1.77%
606,954
-268,386
-31% -$93.5M
COST icon
18
Costco
COST
$432B
$212M 1.74%
213,777
-86,864
-29% -$86.3M
TSM icon
19
TSMC
TSM
$1.95T
$205M 1.68%
906,367
-171,587
-16% -$31.8M
AAPL icon
20
Apple
AAPL
$4.99T
$199M 1.63%
967,850
-564,971
-37% -$114M
CTAS icon
21
Cintas
CTAS
$87.4B
$189M 1.55%
849,327
-209,516
-20% -$45.1M
BABA icon
22
Alibaba
BABA
$275B
$143M 1.17%
1,262,023
-832,127
-40% -$98.5M
AXON
23
Axon Enterprise
AXON
$44.1B
$136M 1.12%
164,239
-12,752
-7% -$8.68M
GOOGL icon
24
Alphabet (Google) Class A
GOOGL
$4.09T
$128M 1.05%
728,118
-541,589
-43% -$88.7M
SE icon
25
Sea Limited
SE
$65.8B
$128M 1.05%
797,581
+215,821
+37% +$31.2M
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

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.