Not yet filed. No Q3 2026 Form 13F from Axiom Investors has been detected on SEC EDGAR yet. The deadline for the quarter ended Sep 30, 2026 is Monday, Nov 16, 2026.
From the fund's 2026 Q2 Form 13F (filed Aug 12, 2026) — the latest quarter fully processed on this site.
| Stock | Shares | Portfolio weight |
|---|---|---|
| NVDA · NVIDIA CORP | 6,544,722 | 11.33% |
| GOOGL · Alphabet Inc. | 3,203,929 | 9.91% |
| ASML · ASML HOLDING NV | 434,755 | 7.48% |
| MU · MICRON TECHNOLOGY INC | 589,089 | 5.88% |
| AMZN · AMAZON COM INC | 2,751,037 | 5.67% |
| MS · MORGAN STANLEY | 2,787,121 | 5.04% |
| GE · GENERAL ELECTRIC CO | 1,380,572 | 4.46% |
| JPM · JPMORGAN CHASE & CO | 1,571,309 | 4.45% |
| AMD · ADVANCED MICRO DEVICES INC | 879,325 | 4.42% |
| GEV · GE Vernova Inc. | 411,058 | 4.18% |
Largest increase 2026 Q1 → 2026 Q2: LITE (+24459.5% of shares). New position in 2026 Q2: AMD (4.42% of the portfolio). Largest trim 2026 Q1 → 2026 Q2: FN (-92.8% of shares). Exited in 2026 Q2: AMSC, AZN, BETA and 16 more.
Full record: Axiom Investors fund page · manager profile & 13F-clone record · Q3 2026 season tracker.
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