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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
+3.74%
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
$11.4B
AUM Growth
-$2.18B
Cap. Flow
-$1.98B
Cap. Flow %
-17.39%
Top 10 Hldgs %
65.02%
Holding
142
New
14
Increased
36
Reduced
67
Closed
25

Top Buys

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$720M
2
JPM icon
JPMorgan Chase
JPM
+$276M
3
DHR icon
Danaher
DHR
+$215M
4
APH icon
Amphenol
APH
+$137M
5
CW icon
Curtiss-Wright
CW
+$77.8M

Top Sells

Rank Stock Value
1
NFLX icon
Netflix
NFLX
+$638M
2
ORCL icon
Oracle
ORCL
+$482M
3
NVDA icon
NVIDIA
NVDA
+$302M
4
META icon
Meta Platforms (Facebook)
META
+$292M
5
GEV icon
GE Vernova
GEV
+$208M

Sector Composition

Rank Sector Weight
1 Technology 35.55%
2 Communication Services 20.52%
3 Financials 17.15%
4 Industrials 9.51%
5 Consumer Discretionary 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.08T
$1.1B 9.69%
5,919,538
-1,619,794
-21% -$302M
MSFT icon
2
Microsoft
MSFT
$3.69T
$1.08B 9.52%
2,242,376
-218,693
-9% -$110M
GOOGL icon
3
Alphabet (Google) Class A
GOOGL
$4.18T
$1.06B 9.28%
3,379,116
+2,519,803
+293% +$720M
JPM icon
4
JPMorgan Chase
JPM
$948B
$846M 7.42%
2,624,117
+892,794
+52% +$276M
AMZN icon
5
Amazon
AMZN
$2.81T
$712M 6.25%
3,083,013
-719,016
-19% -$165M
META icon
6
Meta Platforms (Facebook)
META
$1.47T
$641M 5.63%
971,714
-436,745
-31% -$292M
MS icon
7
Morgan Stanley
MS
$336B
$639M 5.61%
3,600,059
-203,905
-5% -$34M
APH icon
8
Amphenol
APH
$199B
$540M 4.74%
3,994,417
+1,023,282
+34% +$137M
GE icon
9
GE Aerospace
GE
$368B
$392M 3.44%
1,274,089
-7,218
-0.6% -$2.17M
APP icon
10
Applovin
APP
$103B
$392M 3.44%
581,244
-39,237
-6% -$24.7M
TSM icon
11
TSMC
TSM
$2.17T
$298M 2.61%
979,413
-28,936
-3% -$8.49M
AVGO icon
12
Broadcom
AVGO
$1.69T
$230M 2.02%
665,529
+41,528
+7% +$14.9M
DHR icon
13
Danaher
DHR
$151B
$224M 1.96%
+977,942
New +$215M
AAPL icon
14
Apple
AAPL
$4.57T
$186M 1.63%
682,714
-59,501
-8% -$16M
NOW icon
15
ServiceNow
NOW
$130B
$185M 1.62%
1,208,445
-1,156,450
-49% -$198M
SHOP icon
16
Shopify
SHOP
$193B
$177M 1.55%
1,098,515
+76,574
+7% +$12.3M
BSX icon
17
Boston Scientific
BSX
$69.8B
$157M 1.37%
1,641,563
-933,102
-36% -$91.5M
GEV icon
18
GE Vernova
GEV
$254B
$155M 1.36%
237,197
-340,989
-59% -$208M
NU icon
19
Nu Holdings
NU
$73.3B
$139M 1.22%
8,320,628
+1,039,231
+14% +$16.7M
SPOT icon
20
Spotify
SPOT
$113B
$137M 1.2%
235,431
-279,277
-54% -$175M
TJX icon
21
TJX Companies
TJX
$151B
$134M 1.17%
871,469
+152,094
+21% +$22.5M
CTAS icon
22
Cintas
CTAS
$82.3B
$101M 0.89%
539,537
-142,132
-21% -$26.8M
V icon
23
Visa
V
$717B
$85.4M 0.75%
243,378
-39,632
-14% -$13.5M
IEFA icon
24
iShares Core MSCI EAFE ETF
IEFA
$196B
$81.2M 0.71%
907,500
-65,500
-7% -$5.79M
AER icon
25
AerCap
AER
$23.6B
$77.5M 0.68%
+539,047
New +$71.4M
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 Q4 2025 Portfolio in Review

As of Q4 2025, Axiom Investors held 142 positions worth $11.4B, down 16% from $13.6B the previous quarter. Its ten largest holdings account for 65% of the portfolio.

Axiom Investors withdrew a net $1.98B in Q4 2025, closing 25 positions and reducing 67 holdings. Its most notable exit was Equinix, an estimated $49.6M position sold in full.

By sector, the portfolio is most concentrated in Technology at 36% of assets, down from 39% a quarter earlier, followed by Communication Services and Financials.

Against the trend, Axiom Investors opened a new position in Danaher worth $224M.

  • Axiom Investors's largest Q4 2025 buy was Danaher: 977,942 shares worth $224M.
  • Axiom Investors added most to Alphabet (Google) Class A in Q4 2025, an estimated $720M increase.
  • Axiom Investors's biggest Q4 2025 reduction was Netflix, cutting an estimated $638M.
  • Axiom Investors fully exited Equinix in Q4 2025, selling an estimated $49.6M.
  • Axiom Investors's ten largest holdings make up 65% of its $11.4B portfolio in Q4 2025.
  • Axiom Investors opened 14 new positions and closed 25 in Q4 2025.
  • Axiom Investors's portfolio value fell 16% quarter-over-quarter to $11.4B.

Based on Axiom Investors's 13F filing for Q4 2025, filed 11 Feb 2026.