account_balance
Investment manager · 13F filer · SEC CIK 1109147
Axiom Investors LLC
Reported value$11.6Bas of Jun 30, 2026
Positions133 31 new, 19 sold out
Top 10 weight62.8%NVDA alone is 11%
FiledAug 1243 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANvidia Corporation
11.3%Trimmed −8%
GOOGLAlphabet Inc
9.9%Trimmed −9%
ASMLAsml HLDG NV
7.5%Added +15%
MUMicron Technology Inc
5.9%Added +197%
AMZNAmazon Com Inc
5.7%Added +16%
MSMorgan Stanley
5.0%Trimmed −11%
GEGe Aerospace
4.5%Trimmed −9%
JPMJPMorgan Chase & Co.
4.5%Trimmed −45%
AMDAdvanced Micro Devices Inc
4.4%New
GEVGe Vernova Inc
4.2%Added +48%
TSMTaiwan Semiconductor MFG Ltd
3.7%Added +5%
LITELumentum Hldgs Inc
3.0%Added +24459%
NVDANvidia Corporation
11.3%Trimmed −8%
GOOGLAlphabet Inc
9.9%Trimmed −9%
ASMLAsml HLDG NV
7.5%Added +15%
MUMicron Technology Inc
5.9%Added +197%
AMZNAmazon Com Inc
5.7%Added +16%
MS5.0%GE4.5%JPM4.5%AMD4.4%GEV4.2%TSM3.7%LITE3.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA Nvidia Corporation 11.3% Trimmed −8%GOOGL Alphabet Inc 9.9% Trimmed −9%ASML Asml HLDG NV 7.5% Added +15%MU Micron Technology Inc 5.9% Added +197%AMZN Amazon Com Inc 5.7% Added +16%MS Morgan Stanley 5.0% Trimmed −11%GE Ge Aerospace 4.5% Trimmed −9%JPM JPMorgan Chase & Co. 4.5% Trimmed −45%AMD Advanced Micro Devices Inc 4.4% NewGEV Ge Vernova Inc 4.2% Added +48%TSM Taiwan Semiconductor MFG Ltd 3.7% Added +5%LITE Lumentum Hldgs Inc 3.0% Added +24459%
What changed