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Funds (13F)

Axiom Investors LLC

Backtest from 16 Aug 2013 to 2 Nov 2026 · weekly · hypothetical

Watch this strategy
Return a year
+12.9%
S&P 500 +14.1%
Last 12 months
−8.4%
S&P 500 +12.1%
Sharpe ratio
0.61
S&P 500 0.78
Biggest drop
−42.6%
S&P 500 −31.8%
$10.0k$20.0k$40.0k 2013201520172019202120232025 $57.0k$49.5k
Axiom Investors LLCS&P 500 $10,000 in Axiom Investors LLC from 16 Aug 2013 against the S&P 500 (total return) over the same dates, marked weekly, log scale. Hypothetical: before taxes and trading costs.

About

Copies Axiom Investors LLC's quarterly 13F holdings in the companies we cover, weighted by reported value: it buys on the first trading day after each 13F is filed (up to 45 days after the quarter) and holds until the next filing. A 13F shows long US-listed positions only, at the quarter's end, so this misses shorts, cash, bonds, non-US holdings and trading within the quarter.

Axiom Investors LLC's 13F holdings →

Key statistics

MeasureStrategyS&P 500
Return a year (compound)+12.9%+14.1%
Total return+395%+470%
Last 12 months−8.4%+12.1%
Last 3 months−8.9%—
Last month−12.1%—
This year so far−7.1%—
Volatility a year20.0%16.0%
Sharpe ratio0.610.78
Biggest drop−42.6%−31.8%
Beta to the S&P 5001.121.00
Alpha a year (t-statistic)−1.8% (−0.72)—
Share of weeks up57%—

Sharpe ratio uses returns above the 3-month Treasury bill rate. Alpha is the yearly return left after allowing for the strategy's exposure to the S&P 500 (CAPM); a t-statistic below about 2 means it cannot be told apart from luck.

Insights

CompanyWeightHeld sinceReturn since
NVDA11.7%——
GOOGL10.2%——
ASML7.7%——
MU6.1%——
AMZN5.8%——
MS5.2%——
GE4.6%——
JPM4.6%——
AMD4.6%——
GEV4.3%——
TSM3.8%——
LITE3.1%——
HWM1.7%——
AAPL1.6%——
AVGO1.4%——
TIGO1.3%——
TSEM1.2%——
STM1.2%——
JNJ1.1%——
TER1.1%——
CW1.1%——
TJX1.0%——
AER0.9%——
EMBJ0.8%——
EME0.7%——
CSCO0.7%——
APH0.6%——
SCCO0.5%——
CTAS0.5%——
PLD0.5%——
COST0.5%——
NVMI0.3%——
AMX0.3%——
HSY0.3%——
AXON0.3%——
V0.3%——
UTHR0.3%——
MRCY0.2%——
SEI0.2%——
CASY0.2%——
STRL0.2%——
BE0.2%——
GH0.2%——
FCFS0.2%——
GTX0.2%——
LGN0.2%——
FPS0.2%——
IMAX0.2%——
PLXS0.2%——
VSEC0.2%——
CLS0.2%——
JAN0.2%——
SXT0.2%——
FROG0.2%——
BTSG0.2%——
FFIN0.2%——
LYV0.2%——
META0.2%——
AROC0.1%——
TSLA0.1%——
NOVT0.1%——
ICHR0.1%——
VLY0.1%——
AEIS0.1%——
LFUS0.1%——
CWST0.1%——
VIAV0.1%——
AGX0.1%——
LASR0.1%——
AIR0.1%——
SPXC0.1%——
LINC0.1%——
OSW0.1%——
SPHR0.1%——
ESE0.1%——
BOOT0.1%——
NPKI0.1%——
HQY0.1%——
PTGX0.1%——
RYTM0.1%——
IDCC0.1%——
AAOI0.1%——
LION0.1%——
EZPW0.1%——
RMBS0.1%——
HEI0.1%——
ENSG0.1%——
NU0.1%——
SNDK0.1%——
PIPR0.1%——
VSXY0.1%——
UNFI0.1%——
LMAT0.1%——
AZN0.1%——
XENE0.1%——
SYNA0.1%——
INTC0.1%——
BBIO0.1%——
AXSM0.1%——
MIR0.0%——
MC0.0%——
NVTS0.0%——
AXTI0.0%——
SUPN0.0%——
GLW0.0%——
ATMU0.0%——
SF0.0%——
HDB0.0%——
FIX0.0%——
COHR0.0%——
VOR0.0%——
FN0.0%——
ESLT0.0%——
QCOM0.0%——
CMI0.0%——
FWONK0.0%——
MNST0.0%——
ROL0.0%——
SHOP0.0%——

Weighted by reported value in the latest 13F, held until the next filing.

PeriodReturn a yearS&P 500SharpeS&P 500Biggest dropBetaAlpha (t)
Whole backtest16 Aug 2013 to 2 Nov 2026+12.9%+14.1%0.610.78−42.6%1.12−1.8% (−0.72)
2018 onwards5 Jan 2018 to 2 Nov 2026+10.3%+13.9%0.420.66−42.6%1.12−3.7% (−1.07)
Last three years3 Nov 2023 to 2 Nov 2026+15.8%+21.8%0.601.16−22.9%1.33−9.2% (−1.84)
Last year7 Nov 2025 to 2 Nov 2026−6.0%+14.2%−0.420.84−17.1%1.40−22.0% (−2.26)
DateCompanyAction
14 Aug 2026VSXYBought
14 Aug 2026TSEMBought
14 Aug 2026SYNABought
14 Aug 2026STMBought
14 Aug 2026SPHRBought
14 Aug 2026SNDKBought
14 Aug 2026QCOMBought
14 Aug 2026PIPRBought
14 Aug 2026OSWBought
14 Aug 2026NVTSBought
14 Aug 2026LIONBought
14 Aug 2026LINCBought
14 Aug 2026LGNBought
14 Aug 2026JNJBought
14 Aug 2026JANBought
14 Aug 2026FROGBought
14 Aug 2026FPSBought
14 Aug 2026FIXBought
14 Aug 2026EZPWBought
14 Aug 2026ESEBought
14 Aug 2026EMEBought
14 Aug 2026CSCOBought
14 Aug 2026CMIBought
14 Aug 2026BTSGBought
14 Aug 2026AZNBought

Dated at the rebalance that made the change.

DateCompanyAction
14 Aug 2026WGSSold
14 Aug 2026SPOTSold
14 Aug 2026RDNTSold
14 Aug 2026OSISSold
14 Aug 2026NXTSold
14 Aug 2026MSFTSold
14 Aug 2026MMSISold
14 Aug 2026MIAXSold
14 Aug 2026JBTMSold
14 Aug 2026ISRGSold
14 Aug 2026INSMSold
14 Aug 2026HTHTSold
14 Aug 2026DHRSold
14 Aug 2026CRSold
14 Aug 2026CENXSold
14 Aug 2026BETASold
14 Aug 2026AMSCSold
15 May 2026VRNSSold
15 May 2026UBERSold
15 May 2026TMESold
15 May 2026SESold
15 May 2026ORCLSold
15 May 2026OLLISold
15 May 2026NTESSold
15 May 2026NOWSold

Dated at the rebalance that made the change.

Backtests are hypothetical and use today's listed companies only, which flatters results. Past performance does not predict future returns. This is research, not investment advice. How we backtest