AXIOM INVESTORS LLC /DE: 13F holdings
CIK 11091472026Q2
| Positions | 133 |
|---|
| Reported value | $11.6bn |
|---|
| Filed | 2026-08-12 |
|---|
Change since last quarter
| Positions | 133 (+12 vs prior quarter) |
|---|
| Reported value | $11.6bn (+28.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 6,544,722 | $1.3bn | 11.3% |
| GOOGL ALPHABET INC | 3,203,929 | $1.1bn | 9.9% |
| ASML HLDG NV | 434,755 | $864.9m | 7.5% |
| MU MICRON TECHNOLOGY INC | 589,089 | $680.0m | 5.9% |
| AMZN AMAZON COM INC | 2,751,037 | $655.7m | 5.7% |
| MS MORGAN STANLEY | 2,787,121 | $582.6m | 5.0% |
| GE GE AEROSPACE | 1,380,572 | $516.0m | 4.5% |
| JPM JPMORGAN CHASE & CO. | 1,571,309 | $514.3m | 4.5% |
| AMD ADVANCED MICRO DEVICES INC | 879,325 | $510.8m | 4.4% |
| GEV GE VERNOVA INC | 411,058 | $482.9m | 4.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1109147")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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