AXIOM INVESTORS LLC /DE

CIK 0001109147 · Q1 2026

13F Equity AUM

$9.0B

-21.1% QoQ

Positions

121

+4 QoQ

AUM Rank

#688

Top 6%

Skill Alpha (FF)

-2.7%/yr^ns

No Clear Edge

Rank #6,009 · Top 73%

vs S&P -1.3%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 46.2%Top 10: 68.0%Top 20: 81.8%

NVDA13.9%

GOOGL11.3%

JPM9.3%

APH6.0%

DWD5.7%

ASML5.6%

AMZN5.5%

GE4.8%

TSM3.2%

GEV2.7%

Others (111)32.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology37.7%

Financial Services20.1%

Communication Services13.6%

Industrials11.7%

Consumer Cyclical7.7%

Healthcare3.1%

Utilities2.7%

Other3.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 121Median: 0.14%Avg: 0.83%

0–0.5%

91(11.1%)

0.5–1%

11(8.0%)

1–3%

10(15.6%)

3–5%

2(8.0%)

5%+

7(57.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 119Unique: 2vs 20 funds

1.6%Low

121

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BlackRock, Inc.

MORGAN STANLEY

2.3%

BANK OF AMERICA CORP /DE/

2.5%

JPMORGAN CHASE & CO

2.4%

STATE STREET CORP

3.4%

FMR LLC

3.9%

GEODE CAPITAL MANAGEMENT, LLC

3.2%

VANGUARD CAPITAL MANAGEMENT LLC

3.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

3.7%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New32Increased30Decreased58Exited28

New Positions

ASML5.6%

+379K

HSY0.9%

+381K

TER0.8%

+253K

MU0.8%

+198K

AEIS0.3%

+71K

VIAV0.2%

+599K

TIGO0.2%

+220K

LFUS0.2%

+47K

PLXS0.2%

+76K

IMA0.2%

+388K

Increased

NVDA13.9%

+1.2M(+21%)

EMBJ0.8%

+876K(+297%)

HWM1.3%

+471K(+1688%)

IEFA1.2%

+300K(+33%)

APH6.0%

+273K(+7%)

GE4.8%

+240K(+19%)

JPM9.3%

+232K(+9%)

AER1.1%

+154K(+29%)

GOOGL11.3%

+153K(+5%)

62C0.1%

+84K(+160%)

Decreased

NU0.7%

-4,284,002(-51%)

MSFT1.5%

-1,871,595(-83%)

IBN0.1%

-1,374,121(-75%)

SHOP0.0%

-1,097,286(-100%)

META1.5%

-736,695(-76%)

AMZN5.5%

-704,703(-23%)

DHR0.9%

-531,880(-54%)

DWD5.7%

-485,213(-13%)

MIR0.1%

-249,460(-35%)

GTX0.1%

-232,501(-27%)

Exited

-581,244

-1,208,445

-1,641,563

-33,160

-428,304

-676,566

-162,149

-361,519

-1,221,574

-977,095

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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