StockDriftsStockDriftsTop 50 Axiom Investors Llc /De Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 13.87% | 7.15M | $1.25B | +20.74%(+1.23M) | $114.31(+106.23%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 11.3% | 3.53M | $1.02B | +4.54%(+153.32K) | $248.39(+61.47%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO. | 9.35% | 2.86M | $840.1M | +8.84%(+231.90K) | $267.66(+12.05%) | 2026-03-31 | |
| APH | AMPHENOL CORP NEW | 6% | 4.27M | $539.2M | +6.83%(+272.97K) | $116.86(+10.55%) | 2026-03-31 | |
| MS | MORGAN STANLEY | 5.7% | 3.11M | $512.6M | -13.48%(-485.21K) | $123.03(+58.12%) | 2026-03-31 | |
| ASML | ASML HLDG NV | 5.58% | 379.4K | $501.2M | new | $1195.34(+32.56%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 5.51% | 2.38M | $495.3M | -22.86%(-704.70K) | $150.74(+77.27%) | 2026-03-31 | |
| GE | GE AEROSPACE | 4.78% | 1.51M | $429.5M | +18.80%(+239.56K) | $236.50(+23.27%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 3.23% | 857.9K | $289.9M | -12.41%(-121.50K) | $99.38(+320.33%) | 2026-03-31 | |
| GEV | GE VERNOVA INC | 2.71% | 278.6K | $243.2M | +17.46%(+41.41K) | $422.69(+158.00%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +28.41% | +111.76% |
| Top 20 Holdings Unweighted | +23.40% | +87.89% |
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