AXIOM INVESTORS LLC /DE

FundGreenwich · 2 holdings reports on file, from 2026 · Not one of the 16 funds we watch

$11.6B

Reported value of US stock holdings on Jun 30, the filing's own figure

133 positions · filed Aug 12, 43 days after the quarter ended

Not watched

Aeon posts holdings changes on the feed for the 16 watched managers; this fund's holdings are shown here each quarter.

Why no record

A holdings report says nothing about how a manager has done, because it gives no prices. That is why managers are never ranked.

What changed last quarter

Quarter ended Jun 30 · filed Aug 12 · against the report before it

New positions

31, biggest 4

AMD ADVANCED MICRO DEVICES INC 879K shares4.4% of this fund's holdings

TSEM TOWER SEMICONDUCTOR LTD 524K shares1.2% of this fund's holdings

STM STMICROELECTRONICS N V 1.8M shares1.1% of this fund's holdings

JNJ JOHNSON & JOHNSON 491K shares1.1% of this fund's holdings

Sold out

19, biggest 4

MSFT MICROSOFT CORP All 371K shares

DHR DANAHER CORPORATION All 446K shares

INSM INSMED INC All 239K shares

SPOT SPOTIFY TECHNOLOGY S A All 54,145 shares

Added to

35, biggest 4

ASML ASML HLDG NV +55,327 shares+15%

MU MICRON TECHNOLOGY INC +391K shares+197%

AMZN AMAZON COM INC +373K shares+16%

GEV GE VERNOVA INC +132K shares+48%

Trimmed

57, biggest 4

NVDA NVIDIA CORPORATION −602K shares−8%

GOOGL ALPHABET INC −329K shares−9%

MS MORGAN STANLEY −328K shares−11%

GE GE AEROSPACE −133K shares−9%

Top holdings

Reference, not news

Top holdings · 133 positionsSwipe →

#TickerCompanyShares Share of this fund's holdingsvs last quarter

1 NVDA NVIDIA CORPORATION 6.5M 11.3% −8%

2 GOOGL ALPHABET INC 3.2M 9.9% −9%

3 ASML ASML HLDG NV 435K 7.5% +15%

4 MU MICRON TECHNOLOGY INC 589K 5.9% +197%

5 AMZN AMAZON COM INC 2.8M 5.7% +16%

6 MS MORGAN STANLEY 2.8M 5.0% −11%

7 GE GE AEROSPACE 1.4M 4.5% −9%

8 JPM JPMORGAN CHASE & CO. 1.6M 4.5% −45%

Ranked by value in the report. Share of this fund's holdings means the position's value as a share of the fund's reported total. It is not a share of any company; that is what a stake percent means.