AXIOM INVESTORS LLC /DE

Registered adviser

CIK

1109147

Location

GREENWICH, CT

Portfolio Value

Large $11,483,444,714

Diversification

Diversified

Filing Date

Global Rank

#490 / 8,817 ▲ 28

Top Industry

Semiconductors 30.0%

Period ended 4 months ago

Filed Aug 12, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 109605

Roster of Oct 1, 2026

Regulatory AUM

$28,062,906,604

Main clients

Pooled investment vehicles (57% of AUM)

Private funds

10 funds · Other private funds

Focus by fund count, roster of Oct 1, 2026

$3,031,793,205 gross assets

LEI

549300AT4OLE6P7NTD88

Private funds on Schedule D 7.B.(1)

As filed Mar 27, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

$2,363,709,522 gross assets in 10 funds Other private funds $2,108,510,115 (6) Hedge funds $255,199,407 (4)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$28,062,906,604	Pooled investment vehicles (57%)
Apr 2025 to Mar 2026	$24,485,105,565	Pooled investment vehicles (52%)
Apr 2024 to Mar 2025	$20,199,107,873	Pooled investment vehicles (54%)
May 2023 to Mar 2024	$16,572,658,763	Pooled investment vehicles (57%)
Apr 2023	$16,572,658,763	Pooled investment vehicles (57%)
Apr 2022 to Mar 2023	$18,679,239,823	Diversified

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 63.2% of the book (60%+)

Turnover

Medium turnover

69.1% over the last four quarters (30% to under 100%)

Horizon

Horizon unknown

The value-weighted holding period is at least 11.7 quarters, but 33.7% of the book was already held when coverage starts

Closest benchmark: the Nasdaq-100 as of 2026-06-30, active share 65.9%; sector active share 29.5% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

133 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

11.4%

−2.6 pts

Top 5

40.5%

−6.1 pts

Top 10

63.2%

−5.4 pts

HHI

504

Diversified−113

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	46.5%	$5,344,443,868	37
Industrials	16.7%	$1,917,704,345	27
Communication Services	12.1%	$1,393,563,663	8
Financial Services	11.1%	$1,270,098,755	16
Consumer Cyclical	7.5%	$866,601,394	10
Healthcare	2.3%	$269,203,540	15
Unclassified	1.5%	$172,792,055	8
Consumer Defensive	1.0%	$110,195,446	5
Real Estate	0.6%	$73,168,528	2
Energy	0.4%	$47,186,401	3
Basic Materials	0.2%	$18,486,719	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
TIGO	Millicom International Cellular SA	+1,375,078	1,595,000	$144,762,200
LITE	Lumentum Holdings Inc.	+404,804	406,459	$348,766,209
MU	Micron Technology Inc	+390,889	589,089	$679,979,541
AMZN	Amazon Com Inc	+372,727	2,751,037	$655,682,158
VLY	Valley National Bancorp	+336,041	1,064,946	$15,601,458
EMBJ	Embraer S.A.	+298,314	1,469,074	$93,726,921
HWM	Howmet Aerospace Inc.	+193,186	691,749	$185,983,636
GEV	GE Vernova Inc.	+132,455	411,058	$482,935,601
INDA	iShares MSCI India ETF	+126,880	665,600	$32,873,984
AROC	Archrock, Inc.	+117,029	412,054	$16,774,718
IEMG	iShares Trust	+95,200	203,500	$0
IMAX	Imax Corp	+93,095	480,765	$19,163,292
LASR	Nlight, Inc.	+92,653	211,738	$14,741,199
FFIN	First Financial Bankshares Inc	+84,880	520,870	$18,022,102
SEI	Solaris Energy Infrastructure, Inc.	+77,560	308,860	$24,850,875
CWST	Casella Waste Systems Inc	+64,182	156,187	$15,145,453
SXT	Sensient Technologies Corp	+60,678	149,945	$18,486,719
AAPL	Apple Inc.	+57,227	631,399	$182,701,614
ASML	Asml Holding NV	+55,327	434,755	$864,918,943
UTHR	UNITED THERAPEUTICS Corp	+53,632	54,437	$29,495,599
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+41,591	899,501	$429,574,692
INTC	Intel Corp	+36,962	44,459	$6,207,810
NOVT	Novanta Inc	+28,554	100,168	$16,251,256
BOOT	Boot Barn Holdings, Inc.	+22,654	67,658	$11,114,179
IWO	iShares Russell 2000 Growth ETF	+15,900	46,400	$18,279,744
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
APH	Amphenol Corp	−3,883,867	383,520	$67,622,246
NU	Nu Holdings Ltd.	−3,505,938	530,688	$7,089,991
JPM	Jpmorgan Chase & Co	−1,284,708	1,571,309	$514,336,574
NVDA	Nvidia Corp	−602,342	6,544,722	$1,309,533,424
GOOGL	Alphabet Inc.	−328,511	3,203,929	$1,144,988,106
MS	Morgan Stanley	−327,725	2,787,121	$582,619,773
VIAV	Viavi Solutions Inc.	−283,375	315,300	$15,055,575
IBN	Icici Bank Ltd	−224,669	242,180	$7,030,485
META	Meta Platforms, Inc.	−204,038	30,981	$17,451,287
MIR	Mirion Technologies, Inc.	−191,175	280,861	$5,035,837
HSY	Hershey Co	−178,207	202,470	$35,523,361
AVGO	Broadcom Inc.	−155,735	406,798	$153,667,944
SF	Stifel Financial Corp	−139,646	53,664	$3,744,137
GE	General Electric Co	−133,082	1,380,572	$515,961,173
ICHR	Ichor Holdings, Ltd.	−125,000	140,585	$15,784,883
BBIO	BridgeBio Pharma, Inc.	−123,840	76,148	$5,671,503
ATMU	Atmus Filtration Technologies Inc.	−123,505	80,165	$4,087,613
CTAS	Cintas Corp	−119,163	326,280	$55,493,702
IEFA	iShares Core MSCI EAFE ETF	−104,600	1,103,300	$106,556,714
TJX	Tjx Companies Inc	−102,941	763,444	$115,661,766
ENSG	Ensign Group, Inc	−101,813	45,185	$7,243,155
GTX	Garrett Motion Inc.	−93,169	545,495	$19,763,283
RMBS	Rambus Inc	−75,539	63,690	$8,454,210
MC	Moelis & Co	−73,345	76,770	$5,022,293
SUPN	Supernus Pharmaceuticals, Inc.	−69,513	94,465	$4,393,567
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	879,325	$510,808,685
TSEM	Tower Semiconductor Ltd	523,887	$136,545,907
STM	STMicroelectronics N.V.	1,768,122	$132,414,656
JNJ	Johnson & Johnson	491,072	$124,717,555
EME	EMCOR Group, Inc.	99,778	$82,803,766
NOK	Nokia Corp	6,153,400	$81,717,152
CSCO	Cisco Systems, Inc.	651,615	$76,538,697
AMX	America Movil Sab De CV	1,408,480	$36,606,395
LGN	Legence Corp.	225,101	$19,185,358
FPS	Forgent Power Solutions, Inc.	343,185	$19,170,314
JAN	Janus Living, Inc.	643,830	$18,503,674
FROG	JFrog Ltd	202,081	$18,365,121
BTSG	BrightSpring Health Services, Inc.	259,867	$18,123,124
LINC	Lincoln Educational Services Corp	275,610	$13,752,939
OSW	ONESPAWORLD HOLDINGS Ltd	457,555	$12,921,353
SPHR	Sphere Entertainment Co.	74,057	$12,814,082
ESE	Esco Technologies Inc	32,810	$11,484,812
LION	Lionsgate Studios Corp.	608,906	$9,322,350
EZPW	Ezcorp Inc	251,920	$8,708,874
SNDK	Sandisk Corp	3,052	$6,939,423
VSXY	Victoria's Secret & Co.	81,802	$6,828,830
CIB	Grupo Cibest S.A.	85,470	$6,788,882
AZN	Astrazeneca PLC	34,746	$6,588,536
SYNA	SYNAPTICS Inc	52,379	$6,507,043
VIST	Vista Energy, S.A.B. de C.V.	87,160	$5,560,808
No positions match the current search.

Sold Out

Positions the filer fully exited

17 positions

Ticker	Company	Shares	Value
MSFT	Microsoft Corp	370,781	$137,252,002
DHR	Danaher Corp	446,062	$84,573,355
INSM	INSMED Inc	239,447	$39,154,373
SPOT	Spotify Technology S.A.	54,145	$26,255,451
NXT	Nextpower Inc.	147,341	$17,761,957
OSIS	Osi Systems Inc	45,072	$11,967,066
ISRG	Intuitive Surgical Inc	22,780	$10,501,352
JBTM	JBT MAREL Corp	76,978	$9,843,176
CR	Crane Co	54,108	$9,252,468
MIAX	Miami International Holdings, Inc.	163,282	$6,354,935
CENX	Century Aluminum Co	58,610	$3,439,820
AMSC	American Superconductor Corp	100,814	$3,412,553
WGS	GeneDx Holdings Corp.	51,006	$3,275,605
MMSI	Merit Medical Systems Inc	44,145	$3,042,914
RDNT	RadNet, Inc.	51,038	$2,852,513
BETA	BETA Technologies, Inc.	131,445	$1,932,241
HTHT	H World Group Ltd	5,800	$291,682
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

133 tracked positions · $11,483,444,714 total · filing declares 133 positions · $11,556,987,962 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 133 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	6,544,722	-602,342	$1,309,533,424	+5.1%	26+	before history	11.40%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,203,929	-328,511	$1,144,988,106	+12.7%	26+	before history	9.97%
ASML	Asml Holding NV Technology	Added	434,755	+55,327	$864,918,943	+72.6%	2	$1,398.53	7.53%
MU	Micron Technology Inc Technology	Added	589,089	+390,889	$679,979,541	+915.5%	2	$629.38	5.92%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,751,037	+372,727	$655,682,158	+32.4%	26+	before history	5.71%
MS	Morgan Stanley Financial Services	Reduced	2,787,121	-327,725	$582,619,773	+13.7%	7	$128.98	5.07%
GE	General Electric Co Industrials	Reduced	1,380,572	-133,082	$515,961,173	+20.1%	6	$239.66	4.49%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,571,309	-1,284,708	$514,336,574	−38.8%	7	$270.00	4.48%
AMD	Advanced Micro Devices Inc Technology	NEW	879,325	NEW	$510,808,685	NEW	1	$409.99	4.45%
GEV	GE Vernova Inc. Industrials	Added	411,058	+132,455	$482,935,601	+98.6%	7	$622.72	4.21%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	899,501	+41,591	$429,574,692	+48.2%	26+	before history	3.74%
LITE	Lumentum Holdings Inc. Technology	Added	406,459	+404,804	$348,766,209	+29886.8%	2	$890.65	3.04%
HWM	Howmet Aerospace Inc. Industrials	Added	691,749	+193,186	$185,983,636	+61.9%	4	$237.82	1.62%
AAPL	Apple Inc. Technology	Added	631,399	+57,227	$182,701,614	+25.4%	26+	before history	1.59%
AVGO	Broadcom Inc. Technology	Reduced	406,798	-155,735	$153,667,944	−11.7%	5	$269.30	1.34%
TIGO	Millicom International Cellular SA Communication Services	Added	1,595,000	+1,375,078	$144,762,200	+778.4%	2	$81.66	1.26%
TSEM	Tower Semiconductor Ltd Technology	NEW	523,887	NEW	$136,545,907	NEW	1	$239.61	1.19%
STM	STMicroelectronics N.V. Technology	NEW	1,768,122	NEW	$132,414,656	NEW	1	$60.14	1.15%
JNJ	Johnson & Johnson Healthcare	NEW	491,072	NEW	$124,717,555	NEW	1	$233.06	1.09%
TER	Teradyne, Inc Technology	Reduced	251,481	-1,982	$121,676,567	+61.9%	2	$278.84	1.06%
CW	Curtiss Wright Corp Industrials	Added	154,908	+1,599	$117,383,086	+12.4%	3	$569.18	1.02%
TJX	Tjx Companies Inc Consumer Cyclical	Reduced	763,444	-102,941	$115,661,766	−16.4%	8	$130.00	1.01%
IEFA	iShares Core MSCI EAFE ETF	Reduced	1,103,300	-104,600	$106,556,714	−2.6%	17	unpriced	0.93%
AER	AerCap Holdings N.V. Industrials	Reduced	686,423	-6,658	$100,066,744	+5.2%	3	$134.80	0.87%
EMBJ	Embraer S.A. Industrials	Added	1,469,074	+298,314	$93,726,921	+34.9%	10	$59.03	0.82%
EME	EMCOR Group, Inc. Industrials	NEW	99,778	NEW	$82,803,766	NEW	1	$845.95	0.72%
NOK	Nokia Corp Technology	NEW	6,153,400	NEW	$81,717,152	NEW	1	$12.87	0.71%
CSCO	Cisco Systems, Inc. Technology	NEW	651,615	NEW	$76,538,697	NEW	1	$104.58	0.67%
APH	Amphenol Corp Technology	Reduced	383,520	-3,883,867	$67,622,246	−87.5%	4	$117.48	0.59%
CTAS	Cintas Corp Industrials	Reduced	326,280	-119,163	$55,493,702	−26.3%	12	unpriced	0.48%
PLD	Prologis, Inc. Real Estate	Reduced	403,520	-7,875	$54,664,854	+0.5%	17	$123.07	0.48%
COST	Costco Wholesale Corp Consumer Defensive	Added	57,764	+4,585	$54,036,489	+2.0%	19	$736.72	0.47%
BAP	Credicorp Ltd Financial Services	Reduced	99,685	-34,455	$38,835,282	−14.6%	9	$287.61	0.34%
NVMI	Nova Ltd. Technology	Reduced	68,212	-8,428	$37,035,023	+11.3%	26+	before history	0.32%
AMX	America Movil Sab De CV Communication Services	NEW	1,408,480	NEW	$36,606,395	NEW	1	$26.28	0.32%
HSY	Hershey Co Consumer Defensive	Reduced	202,470	-178,207	$35,523,361	−55.1%	2	$210.90	0.31%
INDA	iShares MSCI India ETF	Added	665,600	+126,880	$32,873,984	+30.3%	26+	before history	0.29%
AXON	Axon Enterprise, Inc. Industrials	Added	55,704	+8,240	$31,228,219	+54.9%	6	$560.61	0.27%
V	Visa Inc. Financial Services	Reduced	89,593	-1,327	$30,738,462	+11.9%	26+	before history	0.27%
UTHR	UNITED THERAPEUTICS Corp Healthcare	Added	54,437	+53,632	$29,495,599	+6079.1%	2	$562.22	0.26%
MRCY	Mercury Systems Inc Industrials	Reduced	204,433	-6,635	$25,008,288	+62.5%	6	$57.61	0.22%
SEI	Solaris Energy Infrastructure, Inc. Energy	Added	308,860	+77,560	$24,850,875	+90.1%	2	$58.46	0.22%
CASY	Caseys General Stores Inc Consumer Cyclical	Reduced	29,735	-6,630	$23,633,080	−10.7%	11	$401.73	0.21%
RBC	RBC Bearings INC Industrials	Reduced	35,780	-16,853	$23,044,466	−19.4%	14	$305.73	0.20%
STRL	Sterling Infrastructure, Inc. Industrials	Reduced	26,737	-12,734	$22,441,968	+39.6%	7	$231.33	0.20%
BE	Bloom Energy Corp Industrials	Reduced	73,388	-21,145	$22,214,547	+73.4%	3	$105.07	0.19%
GH	Guardant Health, Inc. Healthcare	Reduced	146,458	-7,568	$21,973,093	+54.4%	3	$89.46	0.19%
FCFS	FirstCash Holdings, Inc. Financial Services	Reduced	96,899	-12,496	$20,961,191	+1.9%	4	$154.02	0.18%
GTX	Garrett Motion Inc. Consumer Cyclical	Reduced	545,495	-93,169	$19,763,283	+70.3%	3	$15.92	0.17%
LGN	Legence Corp. Industrials	NEW	225,101	NEW	$19,185,358	NEW	1	$81.48	0.17%

Showing the top 50 of 133 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.