AXIOM INVESTORS LLC /DE

CIK

1109147

Location

GREENWICH, CT

Portfolio Value

Small $138,825,802

Diversification

Diversified

Filing Date

Global Rank

#329 / 8,232 ▼ 18

Top Industry

Semiconductors 20.4%

3Y Alpha vs SPY

-5.0%

Period ended 2 months ago

Filed May 14, 2026 · 30d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+55.4%

SPY

+76.5%

Annualised alpha

-5.0%

Max drawdown

−23.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

112 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

14.1%

+4.3 pts

Top 5

47.1%

+4.3 pts

Top 10

69.3%

+3.3 pts

HHI

627

Diversified+101

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	38.4%	$3,388,483,389	28
Financial Services	17.9%	$1,582,385,655	15
Industrials	15.5%	$1,365,646,072	26
Communication Services	13.9%	$1,223,444,167	6
Consumer Cyclical	8.0%	$705,486,994	9
Healthcare	3.0%	$263,990,915	18
Consumer Defensive	1.6%	$138,825,802	4
Basic Materials	0.8%	$70,302,716	3
Real Estate	0.6%	$54,378,191	1
Energy	0.3%	$23,337,633	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+1,227,526	7,147,064	$1,246,447,961
EMBJ	Embraer S.A.	+875,952	1,170,760	$69,472,898
HWM	Howmet Aerospace Inc.	+470,683	498,563	$114,898,828
APH	Amphenol Corp /De/	+272,970	4,267,387	$539,184,347
GE	General Electric Co	+239,565	1,513,654	$429,529,595
JPM	Jpmorgan Chase & Co	+231,900	2,856,017	$840,125,960
AER	AerCap Holdings N.V.	+154,034	693,081	$95,076,851
GOOGL	Alphabet Inc.	+153,324	3,532,440	$1,015,788,446
PIPR	Piper Sandler Companies	+84,161	136,708	$10,464,997
BAP	Credicorp Ltd	+82,225	134,140	$45,497,605
SUPN	Supernus Pharmaceuticals, Inc.	+57,793	163,978	$8,476,022
GEV	GE Vernova Inc.	+41,406	278,603	$243,192,558
MRCY	Mercury Systems Inc	+27,924	211,068	$15,388,967
BETA	BETA Technologies, Inc.	+27,045	131,445	$1,932,241
NOVT	Novanta Inc	+23,702	71,614	$8,458,329
COST	Costco Wholesale Corp /New	+17,771	53,179	$52,989,150
CW	Curtiss Wright Corp	+13,827	153,309	$104,421,826
SF	Stifel Financial Corp	+11,836	193,310	$14,289,475
RYTM	Rhythm Pharmaceuticals, Inc.	+8,195	91,749	$7,979,410
STRL	Sterling Infrastructure, Inc.	+7,067	39,471	$16,075,354
JBTM	JBT MAREL Corp	+3,363	76,978	$9,843,176
HEI	Heico Corp	+1,839	22,969	$6,298,099
FCFS	FirstCash Holdings, Inc.	+1,771	109,395	$20,566,260
NXT	Nextpower Inc.	+1,701	147,341	$17,761,957
RBC	RBC Bearings INC	+1,637	52,633	$28,586,034
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NU	Nu Holdings Ltd.	−4,284,002	4,036,626	$58,006,315
MSFT	Microsoft Corp	−1,871,595	370,781	$137,252,002
IBN	Icici Bank Ltd	−1,374,121	466,849	$12,091,389
SHOP	Shopify Inc.	−1,097,286	1,229	$145,783
META	Meta Platforms, Inc.	−736,695	235,019	$134,461,420
AMZN	Amazon Com Inc	−704,703	2,378,310	$495,330,623
DHR	Danaher Corp /De/	−531,880	446,062	$84,573,355
MS	Morgan Stanley	−485,213	3,114,846	$512,610,206
MIR	Mirion Technologies, Inc.	−249,460	472,036	$8,775,149
GTX	Garrett Motion Inc.	−232,501	638,664	$11,604,524
SPOT	Spotify Technology S.A.	−181,286	54,145	$26,255,451
V	Visa Inc.	−152,458	90,920	$27,479,660
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−121,503	857,910	$289,930,684
MC	Moelis & Co	−110,982	150,115	$8,556,555
CWST	Casella Waste Systems Inc	−109,359	92,005	$7,299,676
AAPL	Apple Inc.	−108,542	574,172	$145,719,111
AVGO	Broadcom Inc.	−102,996	562,533	$174,109,588
CTAS	Cintas Corp	−94,094	445,443	$75,342,229
MMSI	Merit Medical Systems Inc	−80,605	44,145	$3,042,914
MIAX	Miami International Holdings, Inc.	−79,892	163,282	$6,354,935
PLD	Prologis, Inc.	−77,475	411,395	$54,378,191
SXT	Sensient Technologies Corp	−72,026	89,267	$7,716,239
HDB	Hdfc Bank Ltd	−61,000	153,700	$3,824,056
RDNT	RadNet, Inc.	−54,241	51,038	$2,852,513
ISRG	Intuitive Surgical Inc	−49,646	22,780	$10,501,352
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
ASML	Asml Holding NV	379,428	$501,159,885
HSY	Hershey Co	380,677	$79,138,941
TER	Teradyne, Inc	253,463	$75,141,640
MU	Micron Technology Inc	198,200	$66,959,888
AEIS	Advanced Energy Industries Inc	70,543	$22,764,931
VIAV	Viavi Solutions Inc.	598,675	$19,923,904
TIGO	Millicom International Cellular SA	219,922	$16,480,954
LFUS	Littelfuse Inc /De	46,820	$15,888,367
PLXS	Plexus Corp	75,956	$15,384,128
IMAX	Imax Corp	387,670	$14,735,336
SEI	Solaris Energy Infrastructure, Inc.	231,300	$13,070,763
ICHR	Ichor Holdings, Ltd.	265,585	$12,378,916
NPKI	NPK International Inc.	737,325	$10,683,839
AROC	Archrock, Inc.	295,025	$10,266,870
AIR	Aar Corp	93,750	$10,261,875
VLY	Valley National Bancorp	728,905	$8,950,953
AAOI	Applied Optoelectronics, Inc.	95,015	$8,037,318
LASR	Nlight, Inc.	119,085	$6,790,226
UNFI	United Natural Foods Inc	143,970	$6,487,288
LMAT	Lemaitre Vascular Inc	55,490	$6,057,843
XENE	Xenon Pharmaceuticals Inc.	99,568	$5,789,879
CENX	Century Aluminum Co	58,610	$3,439,820
VOR	Vor Biopharma Inc.	95,745	$1,708,090
GLW	Corning Inc /Ny	10,260	$1,395,052
LITE	Lumentum Holdings Inc.	1,655	$1,163,067
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
APP	AppLovin Corp	581,244	$391,653,832
NOW	ServiceNow, Inc.	1,208,445	$185,121,689
BSX	Boston Scientific Corp	1,641,563	$156,523,032
MELI	Mercadolibre Inc	33,160	$66,792,861
BX	Blackstone Inc.	428,304	$66,018,778
NFLX	Netflix Inc	676,566	$63,434,828
ORCL	Oracle Corp	162,149	$31,604,461
UBER	Uber Technologies, Inc	361,519	$29,539,717
TME	Tencent Music Entertainment Group	1,221,574	$21,414,192
CRDO	Credo Technology Group Holding Ltd	107,200	$15,425,008
GRAB	Grab Holdings Ltd	2,649,033	$13,218,674
MMYT	MakeMyTrip Ltd	143,284	$11,766,482
HURN	Huron Consulting Group Inc.	64,804	$11,205,259
MOD	Modine Manufacturing Co	63,704	$8,505,121
OLLI	Ollie's Bargain Outlet Holdings, Inc.	76,132	$8,344,828
NTES	NetEase, Inc.	60,162	$8,279,494
CVLT	Commvault Systems Inc	65,485	$8,209,199
SE	Sea Ltd	62,300	$7,947,611
VRNS	Varonis Systems Inc	214,080	$7,021,824
IONQ	IonQ, Inc.	140,677	$6,312,176
MNKD	Mannkind Corp	1,037,704	$5,883,781
FSS	Federal Signal Corp /De/	34,637	$3,761,231
INDI	indie Semiconductor, Inc.	905,695	$3,197,103
JOBY	Joby Aviation, Inc.	224,715	$2,966,238
HOOD	Robinhood Markets, Inc.	16,963	$1,918,515
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

4 positions · $138,825,802 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
HSY	Hershey Co Consumer Defensive	NEW	380,677	NEW	$79,138,941	NEW	57.01%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	53,179	+17,771	$52,989,150	+73.5%	38.17%
UNFI	United Natural Foods Inc Consumer Defensive	NEW	143,970	NEW	$6,487,288	NEW	4.67%
MNST	Monster Beverage Corp Consumer Defensive	Reduced	2,904	-940	$210,423	−28.6%	0.15%