Axiom Investors LLC Incresed Positions 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
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
MS
Morgan Stanley

Financial Services
147K
+ 4.73%
$99.83 - $140.86 $14.7M - $20.7M
3.26M $459M
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
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
CRDO
Credo Technology Group Holding LTD

Technology
57.7K
+ 68.38%
$33.3 - $95.05 $1.92M - $5.48M
142K $13.2M
STRL
Sterling Construction CO Inc

Industrials
19.5K
+ 59.95%
$104.96 - $231.51 $2.05M - $4.51M
52K $12M
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
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
ENSG
Ensign Group, Inc

Healthcare
5.43K
+ 5.27%
$119.93 - $156.36 $651K - $848K
108K $16.7M
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
QTWO
Q2 Holdings, Inc.

Technology
16.5K
+ 14.61%
$68.72 - $95.27 $1.14M - $1.57M
130K $12.1M
BPMC
Blueprint Medicines Corp

Healthcare
4.83K
+ 13.87%
$79.22 - $128.4 $383K - $621K
39.7K $5.09M
KEX
Kirby Corp

Industrials
10.5K
+ 20.18%
$87.32 - $114.99 $916K - $1.21M
62.4K $7.08M
ALKT
Alkami Technology, Inc.

Technology
13.8K
+ 5.79%
$22.54 - $31.19 $310K - $430K
252K $7.58M
PTGX
Protagonist Therapeutics, Inc

Healthcare
11.3K
+ 28.18%
$40.89 - $56.37 $461K - $635K
51.2K $2.83M
ACVA
Acv Auctions Inc.

Consumer Cyclical
26.9K
+ 14.5%
$12.82 - $17.04 $345K - $458K
212K $3.44M
CWST
Casella Waste Systems Inc

Industrials
2.87K
+ 2.36%
$103.78 - $120.37 $298K - $346K
124K $14.3M
FFIN
First Financial Bankshares Inc

Financial Services
21.4K
+ 6.27%
$31.3 - $37.48 $668K - $800K
362K $13M
INOD
Innodata Inc

Technology
1.14K
+ 2.68%
$29.68 - $51.96 $33.9K - $59.4K
43.8K $2.24M
IEMG
Ishares Inc

ETFs
7K
+ 5.51%
N/A
134K $7.19M
ROL
Rollins Inc

Consumer Cyclical
4.99K
+ 56.19%
$50.65 - $58.58 $253K - $292K
13.9K $782K
EWT
Ishares Inc Msci Taiwan ETF

ETFs
2.1K
+ 13.21%
$40.95 - $57.85 $86K - $121K
18K $1.03M
FTNT
Fortinet, Inc.

Technology
2K
+ 33.38%
$84.71 - $108.69 $170K - $218K
8.01K $846K
CPT
Camden Property Trust

Real Estate
1.05K
+ 17.94%
$106.53 - $122.8 $112K - $129K
6.92K $780K
Liberty Media Corp Del
240
+ 5.77%
N/A
4.4K $0
Ge Vernova Inc
315K
+ 122.93%
N/A
570K $0
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
1.74K
+ 3.2%
$30.29 - $33.43 $52.7K - $58.2K
56.1K $1.77M
WHD
Cactus, Inc.

Energy
2.78K
+ 4.16%
$35.05 - $47.38 $97.3K - $131K
69.5K $3.04M
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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