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AXIOM INVESTORS LLC /DE Last Quarter Change: USA Stocks, New

AXIOM INVESTORS LLC /DE quarter change: USA Stocks, New

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, AXIOM INVESTORS LLC /DE opened 26 positions, added to 31, reduced 58, sold out of 17 and left 1 unchanged. The largest increase in value was MU (+$613,019,654); the largest decrease was APH (-$471,562,101).

  • AMD: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 879,325.
  • TSEM: Country of operation —; Class SHS NEW; Shares 2026-03-31 0; Shares 2026-06-30 523,887.
  • STM: Country of operation —; Class NY REGISTRY; Shares 2026-03-31 0; Shares 2026-06-30 1,768,122.
  • JNJ: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 491,072.

Two Form 13F-HR filings compared (SEC CIK 1109147): 2026-03-31 (filed 2026-05-14) and 2026-06-30 (filed 2026-08-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
AMD
ADVANCED MICRO DEVICES INC
United StatesCOM0879,325+879,325$0$510,808,686+$510,808,686
TSEM
TOWER SEMICONDUCTOR LTD
SHS NEW0523,887+523,887$0$136,545,908+$136,545,908
STM
STMICROELECTRONICS N V
NY REGISTRY01,768,122+1,768,122$0$132,414,657+$132,414,657
JNJ
JOHNSON & JOHNSON
United StatesCOM0491,072+491,072$0$124,717,556+$124,717,556
EME
EMCOR GROUP INC
United StatesCOM099,778+99,778$0$82,803,767+$82,803,767
CSCO
CISCO SYS INC
United StatesCOM0651,615+651,615$0$76,538,698+$76,538,698
LGN
LEGENCE CORP
United StatesCL A0225,101+225,101$0$19,185,358+$19,185,358
FPS
FORGENT POWER SOLUTIONS INC
United StatesCOM SHS CL A0343,185+343,185$0$19,170,314+$19,170,314
JAN
JANUS LIVING INC
United StatesCL A-10643,830+643,830$0$18,503,674+$18,503,674
FROG
JFROG LTD
United StatesORD SHS0202,081+202,081$0$18,365,121+$18,365,121
BTSG
BRIGHTSPRING HEALTH SVCS INC
United StatesCOM0259,867+259,867$0$18,123,125+$18,123,125
LINC
LINCOLN EDL SVCS CORP
United StatesCOM0275,610+275,610$0$13,752,939+$13,752,939
OSW
ONESPAWORLD HOLDINGS LIMITED
COM0457,555+457,555$0$12,921,353+$12,921,353
SPHR
SPHERE ENTERTAINMENT CO
United StatesCL A074,057+74,057$0$12,814,083+$12,814,083
ESE
ESCO TECHNOLOGIES INC
United StatesCOM032,810+32,810$0$11,484,812+$11,484,812
LION
LIONSGATE STUDIOS CORP
COM0608,906+608,906$0$9,322,351+$9,322,351
EZPW
EZCORP INC
United StatesCL A NON VTG0251,920+251,920$0$8,708,874+$8,708,874
SNDK
SANDISK CORP
United StatesCOM03,052+3,052$0$6,939,424+$6,939,424
PIPR
PIPER SANDLER COMPANIES
United StatesCOM095,230+95,230$0$6,888,938+$6,888,938
VSXY
VICTORIAS SECRET AND CO
United StatesCOMMON STOCK081,802+81,802$0$6,828,831+$6,828,831
SYNA
SYNAPTICS INC
United StatesCOM052,379+52,379$0$6,507,043+$6,507,043
NVTS
NAVITAS SEMICONDUCTOR CORP
United StatesCOM0278,560+278,560$0$4,991,795+$4,991,795
AXTI
AXT INC
United StatesCOM066,232+66,232$0$4,774,003+$4,774,003
FIX
COMFORT SYS USA INC
United StatesCOM01,213+1,213$0$2,404,105+$2,404,105
QCOM
QUALCOMM INC
United StatesCOM04,040+4,040$0$746,552+$746,552
CMI
CUMMINS INC
United StatesCOM0415+415$0$295,982+$295,982

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