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Portfolio (Quarterly) Guide ↗

Axiom Investment Management LLC

· CIK 0001513703
13F Portfolio $150M AUM 4,311 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 158 New 92 Added 79 Reduced 16 Exited
Page 8 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ALAUNOS THERAPEUTICS INC 46.0 $104.0 NEW $2.26
142 CRON CRONOS GROUP INC Healthcare 33.0 $92.0 NEW $2.79 +15.1%
143 HIMX HIMAX TECHNOLOGIES INC Technology 5.0 $77.0 NEW $15.40 -6.7%
144 SNAP SNAP INC Communication Services 17.0 $75.0 NEW $4.41 +15.8%
145 RXRX RECURSION PHARMACEUTICALS IN Healthcare 20.0 $73.0 NEW $3.65 -15.3%
146 SANA SANA BIOTECHNOLOGY INC Healthcare 20.0 $70.0 NEW $3.50 +3.7%
147 SOUN SOUNDHOUND AI INC Technology 10.0 $65.0 NEW $6.50 +7.5%
148 CBSH COMMERCE BANCSHARES INC Financial Services 1.0 $58.0 NEW $58.00 +2.7%
149 FORTRESS BIOTECH INC 17.0 $52.0 NEW $3.06
150 TLRY TILRAY BRANDS INC Healthcare 11.0 $49.0 NEW $4.45 +0.3%
151 FMS FRESENIUS MEDICAL CARE AG Healthcare 2.0 $45.0 NEW $22.50 +4.7%
152 AURORA CANNABIS INC 12.0 $34.0 NEW $2.83
153 OGI ORGANIGRAM GLOBAL INC Healthcare 31.0 $32.0 NEW $1.03 +17.2%
154 NEON NEONODE INC Technology 10.0 $9.0 NEW $0.90 -3.3%
155 ACTINIUM PHARMACEUTICALS INC 5.0 $5.0 NEW $1.00
156 CBDMD INC 7.0 $5.0 NEW $0.71
157 TVRD TVARDI THERAPEUTICS INC Healthcare 1.0 $2.0 NEW $2.00 -5.0%
158 BED BATH & BEYOND INC 1.0 NEW
Page 8 of 8  ·  158 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.9%
Financial Services 19.9%
Industrials 18.9%
Healthcare 12.3%
Communication Services 4.5%
Consumer Cyclical 4.2%
Energy 4.1%
Basic Materials 3.8%
Utilities 2.4%
Consumer Defensive 2.3%