AXIOM INVESTORS LLC /DE
Long book
$8.99B
Q1 2026
Positions
121
Top-10 weight
68%
concentration
Last quarter
+20.4%
SPY +14.8%
Turnover
40%
of book per quarter
Strategy in plain words
auto-generated from filingsAXIOM INVESTORS LLC /DE is a diversified fundamental manager, running a $8.99B US long book across 121 positions.
The portfolio is concentrated: the top 10 names carry 68% of the portfolio. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: NVIDIA CORP, ALPHABET INC-CL A, JPMORGAN CHASE & CO, AMPHENOL CORP-CL A, MORGAN STANLEY.
Over the last 9 quarters its long book ran on average 0.8pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+8.5%
Q2 2024
+3.4%
Q3 2024
+4.4%
Q4 2024
-7.9%
Q1 2025
+16.3%
Q2 2025
+2.5%
Q3 2025
-4.0%
Q4 2025
-10.3%
Q1 2026
+20.4%
Sector allocation
Technology 45%
Industrials 19%
Financials 18%
Consumer discretionary 9%
Services media 2%
Healthcare 2%
Other 2%
Consumer staples 1%
Long book by quarter
What does AXIOM INVESTORS own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 7.1M | $1.25B | 13.9% | +20.7% |
| GOOGL ALPHABET INC-CL A | Technology | 3.5M | $1.02B | 11.3% | +4.5% |
| JPM JPMORGAN CHASE & CO | Financials | 2.9M | $840.1M | 9.3% | +8.8% |
| APH AMPHENOL CORP-CL A | Technology | 4.3M | $539.2M | 6.0% | +6.8% |
| MS MORGAN STANLEY | Financials | 3.1M | $512.6M | 5.7% | -13.5% |
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 379.4K | $501.2M | 5.6% | New |
| AMZN AMAZON.COM INC | Consumer discretionary | 2.4M | $495.3M | 5.5% | -22.9% |
| GE GENERAL ELECTRIC | Industrials | 1.5M | $429.5M | 4.8% | +18.8% |
| GEV GE VERNOVA INC | Industrials | 278.6K | $243.2M | 2.7% | +17.5% |
| AVGO BROADCOM INC | Technology | 562.5K | $174.1M | 1.9% | -15.5% |
| AAPL APPLE INC | Technology | 574.2K | $145.7M | 1.6% | -15.9% |
| TJX TJX COMPANIES INC | Consumer discretionary | 866.4K | $138.4M | 1.5% | -0.6% |
| MSFT MICROSOFT CORP | Technology | 370.8K | $137.3M | 1.5% | -83.5% |
| META META PLATFORMS INC-CLASS A | Technology | 235.0K | $134.5M | 1.5% | -75.8% |
| HWM HOWMET AEROSPACE INC | Industrials | 498.6K | $114.9M | 1.3% | +1688.2% |
| CW CURTISS-WRIGHT CORP | Industrials | 153.3K | $104.4M | 1.2% | +9.9% |
| AER AERCAP HOLDINGS NV | Services media | 693.1K | $95.1M | 1.1% | +28.6% |
| DHR DANAHER CORP | Technology | 446.1K | $84.6M | 0.9% | -54.4% |
| HSY HERSHEY CO/THE | Consumer staples | 380.7K | $79.1M | 0.9% | New |
| CTAS CINTAS CORP | Other | 445.4K | $75.3M | 0.8% | -17.4% |
| TER TERADYNE INC | Technology | 253.5K | $75.1M | 0.8% | New |
| MU MICRON TECHNOLOGY INC | Technology | 198.2K | $67.0M | 0.7% | New |
| SCCO SOUTHERN COPPER CORP | Materials | 343.8K | $59.1M | 0.7% | -9.5% |
| NU NU HOLDINGS LTD/CAYMAN ISL-A | Financials | 4.0M | $58.0M | 0.6% | -51.5% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 53.2K | $53.0M | 0.6% | +50.2% |
| BAP CREDICORP LTD | Financials | 134.1K | $45.5M | 0.5% | +158.4% |
| INSM INSMED INC | Healthcare | 239.4K | $39.2M | 0.4% | -6.4% |
| NVMI NOVA LTD | Other | 76.6K | $33.3M | 0.4% | +1.2% |
| ENSG ENSIGN GROUP INC/THE | Healthcare | 147.0K | $29.6M | 0.3% | -10.9% |
| RBC RBC BEARINGS INC | Industrials | 52.6K | $28.6M | 0.3% | +3.2% |
| V VISA INC-CLASS A SHARES | Services media | 90.9K | $27.5M | 0.3% | -62.6% |
| CASY CASEY'S GENERAL STORES INC | Consumer discretionary | 36.4K | $26.5M | 0.3% | -16.4% |
| SPOT SPOTIFY TECHNOLOGY SA | Communications | 54.1K | $26.3M | 0.3% | -77.0% |
| AEIS ADVANCED ENERGY INDUSTRIES | Technology | 70.5K | $22.8M | 0.3% | New |
| FN FABRINET | Technology | 40.9K | $21.3M | 0.2% | -6.6% |
| FCFS FIRSTCASH HOLDINGS INC | Consumer discretionary | 109.4K | $20.6M | 0.2% | +1.6% |
| AXON AXON ENTERPRISE INC | Industrials | 47.5K | $20.2M | 0.2% | -44.1% |
| VIAV VIAVI SOLUTIONS INC | Technology | 598.7K | $19.9M | 0.2% | New |
| VSEC VSE CORP | Services media | 97.2K | $17.9M | 0.2% | -26.3% |
| NXT NEXTPOWER INC-CL A | Technology | 147.3K | $17.8M | 0.2% | +1.2% |
| TIGO MILLICOM INTL CELLULAR S.A. | Communications | 219.9K | $16.5M | 0.2% | New |
| SPXC SPX TECHNOLOGIES INC | Industrials | 81.6K | $16.3M | 0.2% | -20.1% |
| STRL STERLING INFRASTRUCTURE INC | Industrials | 39.5K | $16.1M | 0.2% | +21.8% |
| LFUS LITTELFUSE INC | Industrials | 46.8K | $15.9M | 0.2% | New |
| LYV LIVE NATION ENTERTAINMENT IN | Services media | 103.1K | $15.7M | 0.2% | -15.1% |
| MRCY MERCURY SYSTEMS INC | Technology | 211.1K | $15.4M | 0.2% | +15.2% |
| PLXS PLEXUS CORP | Technology | 76.0K | $15.4M | 0.2% | New |
| AGX ARGAN INC | Industrials | 28.0K | $15.2M | 0.2% | -21.4% |
| TSLA TESLA INC | Industrials | 40.1K | $14.9M | 0.2% | -16.6% |
| BBIO BRIDGEBIO PHARMA INC | Healthcare | 200.0K | $14.9M | 0.2% | -3.6% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 14, 2026 | 121 | $8.99B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 11, 2026 | 117 | $11.39B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 128 | $13.58B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 7, 2025 | 138 | $12.19B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR/ANEW HOLDINGS | May 16, 2025 | 136 | $10.42B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 14, 2025 | 136 | $10.42B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 12, 2025 | 134 | $13.57B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 12, 2024 | 127 | $11.39B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 13, 2024 | 128 | $11.47B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 13, 2024 | 137 | $11.46B | canonical | SEC ↗ |
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