Axiom Investors LLC Purchases in Q2 2025

Axiom Investors LLC

  • $11.8 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
1.15M
+ 92.33%
$354.56 - $497.45 $406M - $570M
2.39M $1.19B
NVDA
Nvidia Corp

Technology
3.34M
+ 118.28%
$94.31 - $157.99 $315M - $528M
6.16M $974M
NFLX
Netflix Inc

Communication Services
29.5K
+ 4.26%
$855.86 - $1339.13 $25.2M - $39.5M
721K $965M
AMZN
Amazon Com Inc

Consumer Cyclical
985K
+ 31.24%
$167.32 - $223.3 $165M - $220M
4.14M $907M
PM
Philip Morris International Inc.

Consumer Defensive
1.53M
New
$149.23 - $184.95 $229M - $283M
1.53M $279M
SPOT
Spotify Technology S.A.

Communication Services
118K
+ 16.38%
$503.3 - $775.9 $59.3M - $91.5M
838K $643M
GE
General Electric CO

Industrials
441K
+ 90.56%
$166.81 - $257.39 $73.6M - $114M
929K $239M
NOW
Service Now, Inc.

Technology
54.3K
+ 19.98%
$721.65 - $1040.18 $39.2M - $56.4M
326K $335M
TJX
Tjx Companies Inc

Consumer Cyclical
791K
+ 1727.88%
$119.13 - $135.03 $94.3M - $107M
837K $103M
MELI
Mercadolibre Inc

Consumer Cyclical
19.4K
+ 27.75%
$1794.73 - $2613.63 $34.8M - $50.6M
89.2K $233M
AVGO
Broadcom Inc.

Technology
302K
New
$146.29 - $275.65 $44.2M - $83.2M
302K $83.2M
IBN
Icici Bank LTD

Financial Services
1.62M
+ 20.14%
$30.16 - $34.39 $48.8M - $55.6M
9.65M $325M
SHOP
Shopify Inc.

Technology
394K
+ 110.95%
$76.89 - $115.35 $30.3M - $45.5M
750K $86.5M
SE
Sea LTD

Consumer Cyclical
216K
+ 37.1%
$105.57 - $170.4 $22.8M - $36.8M
798K $128M
CPNG
Coupang, Inc.

Consumer Cyclical
510K
New
$19.76 - $30.81 $10.1M - $15.7M
510K $15.3M
IEFA
Ishares Tr

ETFs
103K
+ 13.58%
$67.83 - $84.09 $6.95M - $8.62M
858K $71.6M
CHKP
Check Point Software Technologies LTD

Technology
70K
+ 23.45%
$204.26 - $233.47 $14.3M - $16.3M
368K $81.5M
SXT
Sensient Technologies Corp

Basic Materials
101K
New
$68.75 - $98.6 $6.97M - $9.99M
101K $9.98M
CRDO
Credo Technology Group Holding LTD

Technology
57.7K
+ 68.38%
$33.3 - $95.05 $1.92M - $5.48M
142K $13.2M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
61K
New
$89.13 - $167.48 $5.44M - $10.2M
61K $9.28M
AGX
Argan Inc

Industrials
41.3K
New
$120.08 - $243.11 $4.96M - $10.1M
41.3K $9.12M
MIR
Mirion Technologies, Inc.

Industrials
393K
New
$12.7 - $21.71 $4.99M - $8.53M
393K $8.45M
STRL
Sterling Construction CO Inc

Industrials
19.5K
+ 59.95%
$104.96 - $231.51 $2.05M - $4.51M
52K $12M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
83.5K
New
$89.4 - $99.04 $7.47M - $8.27M
83.5K $8.08M
GRAB
Grab Holdings LTD

Technology
948K
+ 34.71%
$3.48 - $5.25 $3.3M - $4.98M
3.68M $18.5M
CASY
Caseys General Stores Inc

Consumer Cyclical
8.36K
+ 41.25%
$415.82 - $510.91 $3.48M - $4.27M
28.6K $14.6M
FSS
Federal Signal Corp

Industrials
7.1K
+ 5.48%
$69.23 - $106.42 $491K - $755K
137K $14.5M
NVMI
Nova Ltd.

Technology
9.31K
+ 34.83%
$162.03 - $275.2 $1.51M - $2.56M
36K $9.91M
HQY
Healthequity, Inc.

Healthcare
30.6K
+ 32.69%
$76.77 - $113.06 $2.35M - $3.46M
124K $13M
MRCY
Mercury Systems Inc

Industrials
74.5K
+ 110.14%
$41.52 - $53.87 $3.09M - $4.01M
142K $7.65M
HDB
Hdfc Bank LTD

Financial Services
57.6K
+ 197.94%
$63.78 - $77.48 $3.67M - $4.46M
86.7K $6.65M
ORCL
Oracle Corp

Technology
20.5K
New
$122.82 - $218.63 $2.52M - $4.49M
20.5K $4.49M
NTES
Net Ease, Inc.

Communication Services
33K
New
$91.37 - $134.58 $3.02M - $4.44M
33K $4.44M
SPXC
Spx Corp

Industrials
16.2K
+ 38.13%
$120.66 - $167.68 $1.95M - $2.71M
58.6K $9.82M
VRNS
Varonis Systems Inc

Technology
62.6K
+ 58.23%
$37.96 - $50.93 $2.38M - $3.19M
170K $8.63M
HOOD
Robinhood Markets, Inc.

Technology
43.4K
New
$34.17 - $93.63 $1.48M - $4.06M
43.4K $4.06M
ENSG
Ensign Group, Inc

Healthcare
5.43K
+ 5.27%
$119.93 - $156.36 $651K - $848K
108K $16.7M
RYTM
Rhythm Pharmaceuticals, Inc.

Healthcare
52.5K
New
$46.95 - $68.11 $2.46M - $3.57M
52.5K $3.31M
PLMR
Palomar Holdings, Inc.

Financial Services
18.5K
+ 77.87%
$129.99 - $175.67 $2.4M - $3.24M
42.2K $6.51M
MC
Moelis & CO

Financial Services
42.6K
+ 28.77%
$48.86 - $62.99 $2.08M - $2.68M
191K $11.9M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
19.5K
+ 47.75%
$103.49 - $133.44 $2.02M - $2.6M
60.3K $7.95M
ITGR
Integer Holdings Corp

Healthcare
24.5K
+ 64.75%
$106.73 - $126.93 $2.61M - $3.1M
62.2K $7.65M
VSEC
Vse Corp

Industrials
17.4K
+ 23.46%
$103.15 - $140.55 $1.8M - $2.45M
91.7K $12M
HEI
Heico Corp

Industrials
9.45K
New
$236.44 - $328.0 $2.23M - $3.1M
9.45K $3.1M
QTWO
Q2 Holdings, Inc.

Technology
16.5K
+ 14.61%
$68.72 - $95.27 $1.14M - $1.57M
130K $12.1M
MNDY
Monday.Com Ltd.

Technology
9.24K
New
$217.77 - $314.48 $2.01M - $2.91M
9.24K $2.91M
IONQ
Ion Q, Inc.

Technology
67.5K
New
$20.68 - $48.04 $1.4M - $3.24M
67.5K $2.9M
VEEV
Veeva Systems Inc

Healthcare
7.47K
New
$209.39 - $289.94 $1.56M - $2.17M
7.47K $2.15M
COIN
Coinbase Global, Inc.

Technology
5.77K
New
$151.47 - $375.07 $873K - $2.16M
5.77K $2.02M
Activity Summary
Buys All Purchases 73 New Holdings 20 Increased Positions 53 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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