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Asset manager

Axiom Investors LLC

13F for the quarter to June 30, 2026, filed August 12, 2026 · SEC CIK 1109147

Reported value
$11.6bn
97% in companies we cover
Positions we cover
119
Largest NVDA 11.3%
Copy, a year
+12.9%
S&P 500 +14.1%
Copy Sharpe ratio
0.61
S&P 500 0.78

How copying its 13F would have done

$10.0k$20.0k$40.0k 2013201520172019202120232025 $57.0k$49.5k
CopyS&P 500 $10,000 copying Axiom Investors LLC's filed holdings in companies we cover from August 16, 2013, buying on the first trading day after each 13F was filed and holding until the next, against the S&P 500 (total return). Marked weekly, log scale. Before costs and taxes; misses trading within each quarter and anything 13F does not show (shorts, cash, bonds, non-US holdings).

Biggest drop −42.6% (S&P 500 −31.8%); beta 1.12; alpha −1.8% a year (t = −0.72); last 12 months −8.4% against +12.1%.

Reported value by quarter

Axiom Investors LLC: 13F reported value Total value of all positions in each quarter's 13F, as filed (values before 2023 were filed in thousands of dollars and are converted).
$0 $2T $4T $6T Reported value, 2013-06-30: $2.8B Reported value, 2013-09-30: $3.1B Reported value, 2013-12-31: $3.7B Reported value, 2014-03-31: $4.2B Reported value, 2014-06-30: $4.2B Reported value, 2014-09-30: $4B Reported value, 2014-12-31: $4B Reported value, 2015-03-31: $3.7B Reported value, 2015-06-30: $3.5B Reported value, 2015-09-30: $3.2B Reported value, 2015-12-31: $3.1B Reported value, 2016-03-31: $3.2B Reported value, 2016-06-30: $3.4B Reported value, 2016-09-30: $3.6B Reported value, 2016-12-31: $3.5B Reported value, 2017-03-31: $3.9B Reported value, 2017-06-30: $4.2B Reported value, 2017-09-30: $4.5B Reported value, 2017-12-31: $4B Reported value, 2018-03-31: $4.1B Reported value, 2018-06-30: $3.3B Reported value, 2018-09-30: $3.5B Reported value, 2018-12-31: $2.9B Reported value, 2019-03-31: $3.3B Reported value, 2019-06-30: $3.7B Reported value, 2019-09-30: $3.7B Reported value, 2019-12-31: $4.3B Reported value, 2020-03-31: $3.9B Reported value, 2020-06-30: $5.1B Reported value, 2020-09-30: $6.2B Reported value, 2020-12-31: $6.3B Reported value, 2021-03-31: $5.5B Reported value, 2021-06-30: $6.2B Reported value, 2021-09-30: $6.1B Reported value, 2021-12-31: $5.4B Reported value, 2022-03-31: $4.2B Reported value, 2022-06-30: $3.3B Reported value, 2022-09-30: $4.8B Reported value, 2022-12-31: $5.1T Reported value, 2023-03-31: $6.1B Reported value, 2023-06-30: $6.7B Reported value, 2023-09-30: $7B Reported value, 2023-12-31: $10.2B Reported value, 2024-03-31: $11.5B Reported value, 2024-06-30: $11.5B Reported value, 2024-09-30: $11.4B Reported value, 2024-12-31: $13.6B Reported value, 2025-03-31: $20.8B Reported value, 2025-06-30: $12.2B Reported value, 2025-09-30: $13.6B Reported value, 2025-12-31: $11.4B Reported value, 2026-03-31: $9B Reported value, 2026-06-30: $11.6B 2013-06-30 2016-03-31 2018-12-31 2021-09-30 2026-06-30 $11.6B
View chart data
Period Reported value
2013-06-30 $2.8B
2013-09-30 $3.1B
2013-12-31 $3.7B
2014-03-31 $4.2B
2014-06-30 $4.2B
2014-09-30 $4B
2014-12-31 $4B
2015-03-31 $3.7B
2015-06-30 $3.5B
2015-09-30 $3.2B
2015-12-31 $3.1B
2016-03-31 $3.2B
2016-06-30 $3.4B
2016-09-30 $3.6B
2016-12-31 $3.5B
2017-03-31 $3.9B
2017-06-30 $4.2B
2017-09-30 $4.5B
2017-12-31 $4B
2018-03-31 $4.1B
2018-06-30 $3.3B
2018-09-30 $3.5B
2018-12-31 $2.9B
2019-03-31 $3.3B
2019-06-30 $3.7B
2019-09-30 $3.7B
2019-12-31 $4.3B
2020-03-31 $3.9B
2020-06-30 $5.1B
2020-09-30 $6.2B
2020-12-31 $6.3B
2021-03-31 $5.5B
2021-06-30 $6.2B
2021-09-30 $6.1B
2021-12-31 $5.4B
2022-03-31 $4.2B
2022-06-30 $3.3B
2022-09-30 $4.8B
2022-12-31 $5.1T
2023-03-31 $6.1B
2023-06-30 $6.7B
2023-09-30 $7B
2023-12-31 $10.2B
2024-03-31 $11.5B
2024-06-30 $11.5B
2024-09-30 $11.4B
2024-12-31 $13.6B
2025-03-31 $20.8B
2025-06-30 $12.2B
2025-09-30 $13.6B
2025-12-31 $11.4B
2026-03-31 $9B
2026-06-30 $11.6B

Holdings and moves

CompanyShare of portfolioValueSharesChange in shares
NVDANVIDIA Corporation11.33%$1.3bn6.54M−8.4% Reduced
GOOGLAlphabet Inc. (Class A)9.91%$1.1bn3.20M−9.3% Reduced
ASMLAsml Holding NV7.48%$864.9m434.8K+14.6% Added
MUMicron Technology5.88%$680.0m589.1K+197.2% Added
AMZNAmazon5.67%$655.7m2.75M+15.7% Added
MSMorgan Stanley5.04%$582.6m2.79M−10.5% Reduced
GEGE Aerospace4.46%$516.0m1.38M−8.8% Reduced
JPMJPMorgan Chase4.45%$514.3m1.57M−45.0% Reduced
AMDAdvanced Micro Devices4.42%$510.8m879.3KNew
GEVGE Vernova4.18%$482.9m411.1K+47.5% Added
TSMTaiwan Semiconductor Manufacturing Co LTD3.72%$429.6m899.5K+4.8% Added
LITELumentum3.02%$348.8m406.5K+24459.5% Added
HWMHowmet Aerospace1.61%$186.0m691.7K+38.7% Added
AAPLApple Inc.1.58%$182.7m631.4K+10.0% Added
AVGOBroadcom1.33%$153.7m406.8K−27.7% Reduced
TIGOMillicom International Cellular SA1.25%$144.8m1.59M+625.3% Added
TSEMTower Semiconductor LTD1.18%$136.5m523.9KNew
STMStmicroelectronics N.V.1.15%$132.4m1.77MNew
JNJJohnson & Johnson1.08%$124.7m491.1KNew
TERTeradyne1.05%$121.7m251.5K−0.8% Reduced
CWCurtiss Wright Corp1.02%$117.4m154.9K+1.0% Added
TJXTJX Companies1.00%$115.7m763.4K−11.9% Reduced
AERAercap Holdings N.V.0.87%$100.1m686.4K−1.0% Reduced
EMBJEmbraer S.a.0.81%$93.7m1.47M+25.5% Added
EMEEmcor0.72%$82.8m99.8KNew
CSCOCisco0.66%$76.5m651.6KNew
APHAmphenol0.58%$67.6m383.5K−91.0% Reduced
SCCOSouthern Copper Corp/0.49%$56.7m325.3K−5.4% Reduced
CTASCintas0.48%$55.5m326.3K−26.8% Reduced
PLDPrologis0.47%$54.7m403.5K−1.9% Reduced
COSTCostco0.47%$54.0m57.8K+8.6% Added
NVMINova LTD.0.32%$37.0m68.2K−11.0% Reduced
AMXAmerica Movil SAB DE Cv/0.32%$36.6m1.41MNew
HSYThe Hershey Company0.31%$35.5m202.5K−46.8% Reduced
AXONAxon Enterprise0.27%$31.2m55.7K+17.4% Added
VVisa Inc.0.27%$30.7m89.6K−1.5% Reduced
UTHRUnited Therapeutics Corp0.26%$29.5m54.4K+6662.4% Added
MRCYMercury Systems Inc0.22%$25.0m204.4K−3.1% Reduced
SEISolaris Energy Infrastructure, Inc.0.21%$24.9m308.9K+33.5% Added
CASYCasey's0.20%$23.6m29.7K−18.2% Reduced
STRLSterling Infrastructure, Inc.0.19%$22.4m26.7K−32.3% Reduced
BEBloom Energy0.19%$22.2m73.4K−22.4% Reduced
GHGuardant Health, Inc.0.19%$22.0m146.5K−4.9% Reduced
FCFSFirstcash Holdings, Inc.0.18%$21.0m96.9K−11.4% Reduced
GTXGarrett Motion Inc.0.17%$19.8m545.5K−14.6% Reduced
LGNLegence Corp.0.17%$19.2m225.1KNew
FPSForgent Power Solutions, Inc.0.17%$19.2m343.2KNew
IMAXImax Corp0.17%$19.2m480.8K+24.0% Added
PLXSPlexus Corp0.17%$19.0m63.3K−16.6% Reduced
VSECVSE Corp0.16%$18.9m82.5K−15.1% Reduced
CLSCelestica Inc0.16%$18.7m51.3K+21.3% Added
JANJanus Living, Inc.0.16%$18.5m643.8KNew
SXTSensient Technologies Corp0.16%$18.5m149.9K+68.0% Added
FROGJfrog Ltd0.16%$18.4m202.1KNew
BTSGBrightspring Health Services, Inc.0.16%$18.1m259.9KNew
FFINFirst Financial Bankshares Inc0.16%$18.0m520.9K+19.5% Added
LYVLive Nation Entertainment0.15%$17.5m95.6K−7.2% Reduced
METAMeta Platforms0.15%$17.5m31.0K−86.8% Reduced
AROCArchrock, Inc.0.14%$16.8m412.1K+39.7% Added
TSLATesla, Inc.0.14%$16.7m39.7K−0.9% Reduced
NOVTNovanta Inc0.14%$16.3m100.2K+39.9% Added
ICHRIchor Holdings, LTD.0.14%$15.8m140.6K−47.1% Reduced
VLYValley National Bancorp0.14%$15.6m1.06M+46.1% Added
AEISAdvanced Energy Industries Inc0.13%$15.5m41.5K−41.1% Reduced
LFUSLittelfuse Inc0.13%$15.4m33.9K−27.7% Reduced
CWSTCasella Waste Systems Inc0.13%$15.1m156.2K+69.8% Added
VIAVViavi Solutions Inc.0.13%$15.1m315.3K−47.3% Reduced
AGXArgan Inc0.13%$14.9m18.7K−33.2% Reduced
LASRNlight, Inc.0.13%$14.7m211.7K+77.8% Added
AIRAAR Corp0.13%$14.6m102.4K+9.2% Added
SPXCSPX Technologies, Inc.0.12%$14.1m57.6K−29.5% Reduced
LINCLincoln Educational Services Corp0.12%$13.8m275.6KNew
OSWOnespaworld Holdings Ltd0.11%$12.9m457.6KNew
SPHRSphere Entertainment Co.0.11%$12.8m74.1KNew
ESEEsco Technologies Inc0.10%$11.5m32.8KNew
BOOTBoot Barn Holdings, Inc.0.10%$11.1m67.7K+50.3% Added
NPKINPK International Inc.0.10%$11.1m695.5K−5.7% Reduced
HQYHealthequity, Inc.0.09%$10.9m120.9K−21.3% Reduced
PTGXProtagonist Therapeutics, Inc0.09%$10.0m81.7K−4.4% Reduced
RYTMRhythm Pharmaceuticals, Inc.0.08%$9.6m86.9K−5.3% Reduced
IDCCInterdigital, Inc.0.08%$9.6m33.9K−26.8% Reduced
AAOIApplied Optoelectronics, Inc.0.08%$9.4m63.2K−33.5% Reduced
LIONLionsgate Studios Corp.0.08%$9.3m608.9KNew
EZPWEzcorp Inc0.07%$8.7m251.9KNew
RMBSRambus Inc0.07%$8.5m63.7K−54.3% Reduced
HEIHeico Corp0.07%$8.2m22.9K−0.1%
ENSGEnsign Group, Inc0.06%$7.2m45.2K−69.3% Reduced
NUNu Holdings Ltd.0.06%$7.1m530.7K−86.9% Reduced
SNDKSandisk0.06%$6.9m3.1KNew
PIPRPiper Sandler Companies0.06%$6.9m95.2KNew
VSXYVictoria's Secret & Co.0.06%$6.8m81.8KNew
UNFIUnited Natural Foods Inc0.06%$6.7m145.9K+1.3% Added
LMATLemaitre Vascular Inc0.06%$6.6m69.3K+24.9% Added
AZNAstrazeneca PLC0.06%$6.6m34.7KNew
XENEXenon Pharmaceuticals Inc.0.06%$6.5m108.2K+8.7% Added
SYNASynaptics Inc0.06%$6.5m52.4KNew
INTCIntel0.05%$6.2m44.5K+493.0% Added
BBIOBridgebio Pharma, Inc.0.05%$5.7m76.1K−61.9% Reduced
AXSMAxsome Therapeutics, Inc.0.05%$5.5m22.6K−60.0% Reduced
MIRMirion Technologies, Inc.0.04%$5.0m280.9K−40.5% Reduced
MCMoelis & Co0.04%$5.0m76.8K−48.9% Reduced
NVTSNavitas Semiconductor Corp0.04%$5.0m278.6KNew
AXTIAXT Inc0.04%$4.8m66.2KNew
SUPNSupernus Pharmaceuticals, Inc.0.04%$4.4m94.5K−42.4% Reduced
GLWCorning Inc.0.04%$4.4m17.1K+66.7% Added
ATMUAtmus Filtration Technologies Inc.0.04%$4.1m80.2K−60.6% Reduced
SFStifel Financial Corp0.03%$3.7m53.7K−72.2% Reduced
HDBHdfc Bank LTD0.03%$3.0m116.6K−24.1% Reduced
FIXComfort Systems USA0.02%$2.4m1.2KNew
COHRCoherent Corp.0.02%$2.4m6.0K+205.8% Added
VORVor Biopharma Inc.0.01%$1.7m92.1K−3.8% Reduced
FNFabrinet0.01%$1.7m2.9K−92.8% Reduced
ESLTElbit Systems LTD0.01%$921,0861.2K+50.1% Added
QCOMQualcomm0.01%$746,5524.0KNew
CMICummins0.00%$295,982415New
FWONKLiberty Media Corp0.00%$264,0132.8K0.0%
MNSTMonster Beverage0.00%$221,4602.3K−20.7% Reduced
ROLRollins, Inc.0.00%$197,0134.7K−34.2% Reduced
SHOPShopify Inc.0.00%$104,931919−25.2% Reduced
CompanyBought (value)Shares
AMDAdvanced Micro Devices$510.8m879.3K
MUMicron Technology$451.2m390.9K
LITELumentum$347.3m404.8K
GEVGE Vernova$155.6m132.5K
TSEMTower Semiconductor LTD$136.5m523.9K
STMStmicroelectronics N.V.$132.4m1.77M
TIGOMillicom International Cellular SA$124.8m1.38M
JNJJohnson & Johnson$124.7m491.1K
ASMLAsml Holding NV$110.1m55.3K
AMZNAmazon$88.8m372.7K
EMEEmcor$82.8m99.8K
CSCOCisco$76.5m651.6K
HWMHowmet Aerospace$51.9m193.2K
AMXAmerica Movil SAB DE Cv/$36.6m1.41M
UTHRUnited Therapeutics Corp$29.1m53.6K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

CompanySold (value)Shares
APHAmphenol−$684.8m−3.88M
JPMJPMorgan Chase−$420.5m−1.28M
MSFTMicrosoft Corporation−$137.3m−370.8K
NVDANVIDIA Corporation−$120.5m−602.3K
GOOGLAlphabet Inc. (Class A)−$117.4m−328.5K
METAMeta Platforms−$114.9m−204.0K
DHRDanaher Corporation−$84.6m−446.1K
MSMorgan Stanley−$68.5m−327.7K
AVGOBroadcom−$58.8m−155.7K
GEGE Aerospace−$49.7m−133.1K
NUNu Holdings Ltd.−$46.8m−3.51M
INSMInsmed Inc−$39.2m−239.4K
HSYThe Hershey Company−$31.3m−178.2K
SPOTSpotify Technology S.a.−$26.3m−54.1K
FNFabrinet−$21.3m−37.9K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

CompanyValue last quarterShares
MSFTMicrosoft Corporation$137.3m370.8K
DHRDanaher Corporation$84.6m446.1K
INSMInsmed Inc$39.2m239.4K
SPOTSpotify Technology S.a.$26.3m54.1K
NXTNextpower Inc.$17.8m147.3K
OSISOSI Systems Inc$12.0m45.1K
ISRGIntuitive Surgical$10.5m22.8K
JBTMJBT Marel Corp$9.8m77.0K
CRCrane Co$9.3m54.1K
MIAXMiami International Holdings, Inc.$6.4m163.3K
CENXCentury Aluminum Co$3.4m58.6K
AMSCAmerican Superconductor Corp$3.4m100.8K
WGSGenedx Holdings Corp.$3.3m51.0K
MMSIMerit Medical Systems Inc$3.0m44.1K
RDNTRadnet, Inc.$2.9m51.0K
BETABeta Technologies, Inc.$1.9m131.4K
HTHTH World Group Ltd$291,6825.8K
  • Technology47.2%
  • Industrials16.6%
  • Communication Services12.5%
  • Financials10.9%
  • Consumer Discretionary7.6%
  • Health Care2.4%
  • Consumer Staples1.1%
  • Real Estate0.7%
  • Materials0.7%
  • Energy0.4%

Share of the value held in companies we cover, by sector.

PeriodCopy, a yearS&P 500SharpeS&P 500Biggest dropBeta
Whole backtestAugust 16, 2013 to November 2, 2026+12.9%+14.1%0.610.78−42.6%1.12
2018 onwardsJanuary 5, 2018 to November 2, 2026+10.3%+13.9%0.420.66−42.6%1.12
Last three yearsNovember 3, 2023 to November 2, 2026+15.8%+21.8%0.601.16−22.9%1.33
Last yearNovember 7, 2025 to November 2, 2026−6.0%+14.2%−0.420.84−17.1%1.40

From SEC Form 13F data sets. A 13F lists long positions in US-listed shares at the quarter's end, filed up to 45 days later; it does not show shorts, cash, bonds, non-US holdings or trades within the quarter. Positions in companies outside our coverage are not listed here. Research, not investment advice.