AXIOM INVESTORS LLC /DE
GREENWICH CT · SEC CIK 0001109147
$115.57亿2026Q2 申报市值
133持仓数
62.8%前十大占比 · 第一大 11.3%
31 / 19新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AMD 新建仓+$5.11亿
MU 加仓+$4.51亿
LITE 加仓+$3.47亿
GEV 加仓+$1.56亿
TSEM 新建仓+$1.37亿
2026Q2 卖出最多 按季末市值估算
APH 减仓-$6.85亿
JPM 减仓-$4.21亿
MSFT 清仓-$1.37亿
NVDA 减仓-$1.21亿
GOOGL 减仓-$1.17亿
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| UNFI | UNITED NAT FOODS INC | $666.12万 | 0.06% | 145,855 | 1,885 | 1.3% | $8.61万 | 加仓 |
| LMAT | LEMAITRE VASCULAR INC | $664.95万 | 0.06% | 69,294 | 13,804 | 24.9% | $132.46万 | 加仓 |
| AZN | ASTRAZENECA PLC | $658.85万 | 0.06% | 34,746 | 34,746 | — | $658.85万 | 新建仓 |
| XENE | XENON PHARMACEUTICALS INC | $653.32万 | 0.06% | 108,238 | 8,670 | 8.7% | $52.33万 | 加仓 |
| SYNA | SYNAPTICS INC | $650.70万 | 0.06% | 52,379 | 52,379 | — | $650.70万 | 新建仓 |
| INTC | INTEL CORP | $620.78万 | 0.05% | 44,459 | 36,962 | 493.0% | $516.10万 | 加仓 |
| BBIO | BRIDGEBIO PHARMA INC | $567.15万 | 0.05% | 76,148 | -123,840 | -61.9% | -$922.36万 | 减仓 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $556.08万 | 0.05% | 87,160 | 87,160 | — | $556.08万 | 新建仓 |
| AXSM | AXSOME THERAPEUTICS INC | $553.94万 | 0.05% | 22,631 | -33,898 | -60.0% | -$829.72万 | 减仓 |
| MIR | MIRION TECHNOLOGIES INC | $503.58万 | 0.04% | 280,861 | -191,175 | -40.5% | -$342.78万 | 减仓 |
| MC | MOELIS & CO | $502.23万 | 0.04% | 76,770 | -73,345 | -48.9% | -$479.82万 | 减仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $499.18万 | 0.04% | 278,560 | 278,560 | — | $499.18万 | 新建仓 |
| AXTI | AXT INC | $477.40万 | 0.04% | 66,232 | 66,232 | — | $477.40万 | 新建仓 |
| — | SUPERNUS PHARMACEUTICALS INC | $439.36万 | 0.04% | 94,465 | -69,513 | -42.4% | -$323.30万 | 减仓 |
| GLW | CORNING INC | $436.84万 | 0.04% | 17,102 | 6,842 | 66.7% | $174.77万 | 加仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $408.76万 | 0.04% | 80,165 | -123,505 | -60.6% | -$629.75万 | 减仓 |
| SF | STIFEL FINL CORP | $374.41万 | 0.03% | 53,664 | -139,646 | -72.2% | -$974.31万 | 减仓 |
| EWT | ISHARES INC | $311.71万 | 0.03% | 28,700 | -9,500 | -24.9% | -$103.18万 | 减仓 |
| HDB | HDFC BANK LTD | $301.18万 | 0.03% | 116,600 | -37,100 | -24.1% | -$95.83万 | 减仓 |
| FIX | COMFORT SYS USA INC | $240.41万 | 0.02% | 1,213 | 1,213 | — | $240.41万 | 新建仓 |
| COHR | COHERENT CORP | $237.98万 | 0.02% | 6,033 | 4,060 | 205.8% | $160.15万 | 加仓 |
| IVV | ISHARES TR | $224.67万 | 0.02% | 3,000 | 100 | 3.4% | $7.49万 | 加仓 |
| VOR | VOR BIOPHARMA INC | $169.57万 | 0.01% | 92,105 | -3,640 | -3.8% | -$6.70万 | 减仓 |
| FN | FABRINET | $165.59万 | 0.01% | 2,946 | -37,928 | -92.8% | -$2,131.86万 | 减仓 |
| ESLT | ELBIT SYS LTD | $92.11万 | 0.01% | 1,214 | 405 | 50.1% | $30.73万 | 加仓 |
| QCOM | QUALCOMM INC | $74.66万 | 0.01% | 4,040 | 4,040 | — | $74.66万 | 新建仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $69.85万 | 0.01% | 85,500 | -1,300 | -1.5% | -$1.06万 | 减仓 |
| KSA | ISHARES TR | $39.55万 | 0.00% | 10,600 | -1,700 | -13.8% | -$6.34万 | 减仓 |
| CMI | CUMMINS INC | $29.60万 | 0.00% | 415 | 415 | — | $29.60万 | 新建仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $26.40万 | 0.00% | 2,775 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $22.15万 | 0.00% | 2,304 | -600 | -20.7% | -$5.77万 | 减仓 |
| ROL | ROLLINS INC | $19.70万 | 0.00% | 4,720 | -2,448 | -34.2% | -$10.22万 | 减仓 |
| SHOP | SHOPIFY INC | $10.49万 | 0.00% | 919 | -310 | -25.2% | -$3.54万 | 减仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -370,781 | -100.0% | -$1.37亿 | 清仓 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -446,062 | -100.0% | -$8,457.34万 | 清仓 |
| INSM | INSMED INC | $0 | 0.00% | 0 | -239,447 | -100.0% | -$3,915.44万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -54,145 | -100.0% | -$2,625.55万 | 清仓 |
| NXT | NEXTPOWER INC | $0 | 0.00% | 0 | -147,341 | -100.0% | -$1,776.20万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -62,728 | -100.0% | -$1,237.12万 | 清仓 |
| OSIS | OSI SYSTEMS INC | $0 | 0.00% | 0 | -45,072 | -100.0% | -$1,196.71万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -22,780 | -100.0% | -$1,050.14万 | 清仓 |
| — | PIPER SANDLER COMPANIES | $0 | 0.00% | 0 | -136,708 | -100.0% | -$1,046.50万 | 清仓 |
| JBTM | JBT MAREL CORPORATION | $0 | 0.00% | 0 | -76,978 | -100.0% | -$984.32万 | 清仓 |
| CR | CRANE COMPANY | $0 | 0.00% | 0 | -54,108 | -100.0% | -$925.25万 | 清仓 |
| MIAX | MIAMI INTL HLDGS INC | $0 | 0.00% | 0 | -163,282 | -100.0% | -$635.49万 | 清仓 |
| CENX | CENTURY ALUM CO | $0 | 0.00% | 0 | -58,610 | -100.0% | -$343.98万 | 清仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $0 | 0.00% | 0 | -100,814 | -100.0% | -$341.26万 | 清仓 |
| WGS | GENEDX HOLDINGS CORP | $0 | 0.00% | 0 | -51,006 | -100.0% | -$327.56万 | 清仓 |
| MMSI | MERIT MED SYS INC | $0 | 0.00% | 0 | -44,145 | -100.0% | -$304.29万 | 清仓 |
| RDNT | RADNET INC | $0 | 0.00% | 0 | -51,038 | -100.0% | -$285.25万 | 清仓 |
| BETA | BETA TECHNOLOGIES INC | $0 | 0.00% | 0 | -131,445 | -100.0% | -$193.22万 | 清仓 |
| HTHT | H WORLD GROUP LTD | $0 | 0.00% | 0 | -5,800 | -100.0% | -$29.17万 | 清仓 |