Axiom Investors

Superinvestor profile · Rank #36 by reported 13F value (2026 Q2 filers) · CIK 0001109147 · All profiles
Founded 1998Greenwich, Connecticut, United StatesDynamic growth equity — global, international and emerging markets growth strategiesKey person: Andrew Jacobson
Reported 13F value
$11.6B
Period 2026-06-30 · Filed 2026-08-12
Positions
133
Top 10 = 62.8% of value
Clone CAGR (full window)
+14.9%
2016-11-14 → 2026-10-02 · cumulative +294%
SPY CAGR (same window)
+15.5%
Cumulative +316%
Max drawdown (monthly)
-39%
Month-end values, approximate
Latest-quarter activity
31 new · 19 exited
37 increased · 64 decreased
Hypothetical clone — not this fund's returns. The performance on this page replicates only the long U.S. equity positions disclosed on this manager's Form 13F filings, rebalanced on filing dates at disclosed weights with dividend-adjusted prices. It excludes shorts, bonds, cash, non-U.S. listings, private holdings, leverage and fees. Treat it as a measure of how the disclosed stock picks performed, never as the fund's track record. Evidence: filing-by-filing dossier (PDF) · Methodology (PDF)

Clone performance

2016 2026 — 13F clone — S&P 500 (SPY)
WindowClone CAGRNote
Full window (2016-11-14 → 2026-10-02, 40 filings)+14.89%Cumulative +294.2% vs SPY +316.1%
Trailing 10Y—
Trailing 5Y+8.75%
Trailing 3Y+22.87%
Trailing 1Y+4.89%

Top holdings — 2026 Q2 filing

TickerCompanyWeightReported value
NVDANvidia Corporation11.33%$1.3B
GOOGLAlphabet Inc9.91%$1.1B
ASMLAsml Hldg Nv7.48%$865M
MUMicron Technology Inc5.88%$680M
AMZNAmazon Com Inc5.67%$656M
MSMorgan Stanley5.04%$583M
GEGe Aerospace4.46%$516M
JPMJpmorgan Chase & Co.4.45%$514M
AMDAdvanced Micro Devices Inc4.42%$511M
GEVGe Vernova Inc4.18%$483M

As reported on the 2026-06-30 Form 13F (filed 2026-08-12). Full holdings and quarter changes: holdings page.

Filing history in this profile

Every clone input traces to one of these SEC filings. 87.9% of the latest filing's reported value is covered by our price history; the remainder is mostly non-U.S. listings, recent IPOs or delisted names and is excluded from the clone.

QuarterSEC accession no.FiledDisclosed CUSIPs
2026Q20001109147-26-0000062026-08-12133
2026Q10001109147-26-0000032026-05-14121
2025Q40001109147-26-0000022026-02-11117
2025Q30001109147-25-0000082025-11-14128
2025Q20001109147-25-0000052025-08-07138
2025Q10001109147-25-0000042025-05-16136
2024Q40001109147-25-0000012025-02-12134
2024Q30001109147-24-0000072024-11-12127
2024Q20001109147-24-0000052024-08-13128
2024Q10001109147-24-0000032024-05-13137
2023Q40001109147-24-0000012024-02-12134
2023Q30001109147-23-0000052023-11-13132
2023Q20001109147-23-0000042023-08-10129
2023Q10001109147-23-0000032023-05-12130
2022Q40001109147-23-0000022023-02-09121
2022Q30001109147-22-0000052022-11-10118
2022Q20001109147-22-0000042022-08-11115
2022Q10001109147-22-0000032022-05-13113
2021Q40001109147-22-0000022022-02-11117
2021Q30001109147-21-0000072021-11-12120
2021Q20001109147-21-0000062021-08-16122
2021Q10001109147-21-0000042021-05-14131
2020Q40001109147-21-0000022021-02-12125
2020Q30001109147-20-0000052020-11-12112
2020Q20001109147-20-0000042020-08-13113
2020Q10001109147-20-0000032020-05-14112
2019Q40001109147-20-0000022020-02-13117
2019Q30001109147-19-0000052019-11-13118
2019Q20001109147-19-0000042019-08-07120
2019Q10001109147-19-0000032019-05-13122
2018Q40001109147-19-0000022019-02-14129
2018Q30001109147-18-0000052018-11-13135
2018Q20001109147-18-0000042018-08-13141
2018Q10001109147-18-0000032018-05-14148
2017Q40001109147-18-0000012018-02-14140
2017Q30001109147-17-0000052017-11-09139
2017Q20001109147-17-0000042017-08-14138
2017Q10001109147-17-0000032017-05-12148
2016Q40001109147-17-0000022017-02-13148
2016Q30001109147-16-0000112016-11-14146

Background (founded / HQ / style) source: https://axiominvestors.com/wp-content/uploads/Axiom-Investors-2025-Stewardship-Report.pdf — 100% employee-owned boutique; founder and CEO/CIO Andrew Jacobson; Dynamic Growth approach developed at inception.