1y return+6.2%S&P 500 +20.9%
3y return+73.8%S&P 500 +68.5%
5y return+35.3%S&P 500 +74.5%
10y return+236.6%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $337 against $357 in the S&P 500.2
Axiom Investors LLC /deS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $1.3B | 11.3% | −8.4% |
| GOOGLAlphabet Inc | $1.1B | 9.9% | −9.3% |
| Asml Hldg NvCUSIP N07059210 | $864.9M | 7.5% | +14.6% |
| MUMicron Technology Inc | $680.0M | 5.9% | +197.2% |
| AMZNAmazon Com Inc | $655.7M | 5.7% | +15.7% |
| MSMorgan Stanley | $582.6M | 5.0% | −10.5% |
| GEGe Aerospace | $516.0M | 4.5% | −8.8% |
| JPMJpmorgan Chase & Co. | $514.3M | 4.5% | −45.0% |
| AMDAdvanced Micro Devices Inc | $510.8M | 4.4% | New |
| GEVGe Vernova Inc | $482.9M | 4.2% | +47.5% |
| TSMTaiwan Semiconductor Mfg Ltd | $429.6M | 3.7% | +4.8% |
| LITELumentum Hldgs Inc | $348.8M | 3.0% | +24459.5% |
| HWMHowmet Aerospace Inc | $186.0M | 1.6% | +38.7% |
| AAPLApple Inc | $182.7M | 1.6% | +10.0% |
| AVGOBroadcom Inc | $153.7M | 1.3% | −27.7% |
| Millicom Intl Cellular S ACUSIP L6388F110 | $144.8M | 1.3% | +625.3% |
| Tower Semiconductor LtdCUSIP M87915274 | $136.5M | 1.2% | New |
| STMStmicroelectronics N V | $132.4M | 1.1% | New |
| JNJJohnson & Johnson | $124.7M | 1.1% | New |
| TERTeradyne Inc | $121.7M | 1.1% | |
| CWCurtiss Wright Corp | $117.4M | 1.0% | +1.0% |
| TJXTjx Cos Inc New | $115.7M | 1.0% | −11.9% |
| IEFAIshares Tr | $106.6M | 0.9% | −8.7% |
| Aercap Holdings NvCUSIP N00985106 | $100.1M | 0.9% | |
| EMBJEmbraer S.a. | $93.7M | 0.8% | +25.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $1.3B |
| Nova Measuring Instruments LCUSIP M7516K103 | June 30, 2020 | +1026.7% | $37.0M |
| TSMTaiwan Semiconductor Mfg Ltd | June 30, 2020 | +741.2% | $429.6M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $1.1B |
| GEVGe Vernova Inc | December 31, 2024 | +257.2% | $482.9M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $182.7M |
| Credicorp LtdCUSIP G2519Y108 | June 30, 2024 | +141.5% | $38.8M |
| EMBJEmbraer S.a. | March 31, 2024 | +139.5% | $93.7M |
| SCCOSouthern Copper Corp | December 31, 2024 | +91.2% | $56.7M |
| GEGe Aerospace | March 31, 2025 | +86.7% | $516.0M |
Sold off last quarter
- MSFTMicrosoft Corp was $137.3M
- DHRDanaher Corporation was $84.6M
- INSMInsmed Inc was $39.2M
- Spotify Technology S ACUSIP L8681T102 was $26.3M
- NXTNextpower Inc was $17.8M
- Astrazeneca PLCCUSIP 046353108 was $12.4M
- OSISOsi Systems Inc was $12.0M
- ISRGIntuitive Surgical Inc was $10.5M
- Piper Sandler CompaniesCUSIP 724078100 was $10.5M
- JBTMJbt Marel Corporation was $9.8M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +21.1% | +14.8% |
| March 31, 2026 | −10.5% | −4.6% |
| December 31, 2025 | −4.1% | +2.4% |
| September 30, 2025 | +2.2% | +7.8% |
| June 30, 2025 | +15.8% | +10.5% |
| March 31, 2025 | −7.9% | −4.6% |
| December 31, 2024 | +4.1% | +2.1% |
| September 30, 2024 | +3.3% | +5.4% |
| June 30, 2024 | +8.3% | +4.0% |
| March 31, 2024 | +17.2% | +10.0% |
| December 31, 2023 | +14.7% | +11.2% |
| September 30, 2023 | −2.0% | −3.6% |
| June 30, 2023 | +7.7% | +8.3% |
| March 31, 2023 | +11.3% | +7.0% |
| December 31, 2022 | +1.4% | +7.1% |
| September 30, 2022 | −6.0% | −5.3% |
| June 30, 2022 | −22.0% | −16.5% |
| March 31, 2022 | −13.8% | −4.9% |
| December 31, 2021 | +2.0% | +10.7% |
| September 30, 2021 | −0.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Axiom Investors LLC /de Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1109147&type=13F-HR&dateb=&owner=include&count=40CIK 1109147
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1109147/000110914726000006/Filed August 12, 2026 · accession 0001109147-26-000006