Axs-Investments

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ALKS",
  "JAZZ",
  "NLY",
  "FTAI",
  "ARI",
  "SNOW",
  "MU",
  "ACN",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "GOOGL",
  "AXP",
  "TEAM",
  "CAT",
  "AVGO",
  "APP",
  "ABR",
  "BSX",
  null,
  "CRS",
  "EFC",
  null,
  "RC",
  "EQH",
  "FERG",
  "GILD",
  "GIS",
  "HON",
  "BRSP",
  "INTU",
  "UNP",
  "QCOM",
  "FBRT",
  "ISRG",
  null,
  "HUBS",
  "LEN",
  "ITW",
  "AMAT",
  null,
  "ICE",
  "META",
  "MFA",
  null,
  "IQV",
  "LIN",
  null,
  "MMC",
  "MRVL",
  "MA",
  "MDT",
  "MSFT",
  "DX",
  "NDAQ",
  "EQIX",
  "FICO",
  "FIS",
  "GE",
  "ORLY",
  "AMP",
  "ANET",
  "KLAC",
  "ORCL",
  "DASH",
  "VGIT",
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "VGSH",
  "PGR",
  null,
  "PHM",
  "UNH",
  "AAPL",
  "ECL",
  "NVDA",
  "INTC",
  "GEHC",
  "PLTR",
  "PFE",
  "PG",
  "MRK",
  "AMGN",
  "ORA",
  "MSTR",
  "SPGI",
  null,
  "NOW",
  "ROP",
  "ROST",
  "RTX",
  "RITM",
  null,
  "IBM",
  "SYK",
  "SNPS",
  "TEL",
  "CI",
  "TXN",
  "TMO",
  "TJX",
  "UBER",
  "ARR",
  "WMS",
  "AGNC",
  "SCHW",
  null,
  "TWO",
  null,
  "PMT",
  "VCIT",
  null,
  "RWT",
  "TRTX",
  "NYMT",
  "SU",
  "TSM",
  "IT",
  null,
  "GVA",
  "VRSK",
  "VRT",
  "ADSK",
  "STWD",
  "AMD",
  "FI",
  "DECK",
  "AJG",
  "FTNT",
  "CAH",
  "KREF",
  "NVO",
  "AMZN",
  "HCA",
  null,
  null,
  null,
  "VEEV",
  "V",
  "WMT",
  "WFC",
  "WDAY",
  null,
  "ORC",
  "GRMN",
  "MSCI",
  "LADR",
  "LH",
  "TTD",
  "CRM",
  "RBLX",
  "SYY",
  "SPOT",
  null,
  "MCK",
  "GWW",
  "ADP",
  "BAC",
  "BK",
  "BRK-B",
  "BXMT",
  null,
  "CDNS",
  "CARR",
  "CNC",
  "CIM",
  "CHD",
  "CSCO",
  "NET",
  "CMTG",
  "CME",
  null,
  "KO",
  "COIN",
  "CMCSA",
  "CTSH",
  "CPRT",
  "CRWD",
  "CVS",
  "DHR",
  "DDOG",
  "DE",
  "ADI",
  "MCO",
  "NKE",
  "DIS",
  "ELV",
  "ETN",
  "XOM",
  "LLY",
  "PLD",
  "NFLX",
  "PM",
  "AWK",
  "APO",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 201
Total Value: 360212138
Accession Number: 0001855205-25-000027
Form Type: 13F-HR
CIK: axs-investments
Manager Name: Axs-Investments

Data Enrichment

89% identified

178 identified23 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

201 positions • $360.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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ServiceNow, Inc.

NOW|81762P102

Shares:4.4K

Value:$3.5M

% of Portfolio:1.0% ($3.5M/$360.2M)

Apple Inc.

AAPL|037833100

Shares:15.6K

Value:$3.5M

% of Portfolio:1.0% ($3.5M/$360.2M)

ADOBE INC.

ADBE|00724F101

Shares:8.6K

Value:$3.3M

% of Portfolio:0.9% ($3.3M/$360.2M)

STRYKER CORP

SYK|863667101

Shares:8.8K

Value:$3.3M

% of Portfolio:0.9% ($3.3M/$360.2M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:6.1K

Value:$3.3M

% of Portfolio:0.9% ($3.3M/$360.2M)

26923G822

Shares:143.6K

Value:$3.0M

% of Portfolio:0.8% ($3.0M/$360.2M)

GARMIN LTD

GRMN|H2906T109

Shares:13.5K

Value:$2.9M

% of Portfolio:0.8% ($2.9M/$360.2M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:9.5K

Value:$2.9M

% of Portfolio:0.8% ($2.9M/$360.2M)

TE Connectivity plc

TEL|G87052109

Shares:19.7K

Value:$2.8M

% of Portfolio:0.8% ($2.8M/$360.2M)

Palo Alto Networks Inc

PANW|697435105

Shares:15.4K

Value:$2.6M

% of Portfolio:0.7% ($2.6M/$360.2M)

MICRON TECHNOLOGY INC

MU|595112103

Shares:29.9K

Value:$2.6M

% of Portfolio:0.7% ($2.6M/$360.2M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:29.2K

Value:$2.5M

% of Portfolio:0.7% ($2.5M/$360.2M)

74349Y753

Shares:55.0K

Value:$2.5M

% of Portfolio:0.7% ($2.5M/$360.2M)

46144X339

Shares:105.5K

Value:$2.4M

% of Portfolio:0.7% ($2.4M/$360.2M)

46144X149

Shares:109.3K

Value:$2.4M

% of Portfolio:0.7% ($2.4M/$360.2M)

74347G416

Shares:110.6K

Value:$2.4M

% of Portfolio:0.7% ($2.4M/$360.2M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:6.4K

Value:$2.3M

% of Portfolio:0.6% ($2.3M/$360.2M)

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

Shares:8.8K

Value:$2.2M

% of Portfolio:0.6% ($2.2M/$360.2M)

ROPER TECHNOLOGIES INC

ROP|776696106

Shares:3.6K

Value:$2.1M

% of Portfolio:0.6% ($2.1M/$360.2M)

SYNOPSYS INC

SNPS|871607107

Shares:4.9K

Value:$2.1M

% of Portfolio:0.6% ($2.1M/$360.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ServiceNow, Inc.(NOWcusip81762P102)	4.4K	QoQ -0.85% (-38) YoY -40.82% (-3.0K)	All Managers (Combined)	$3.5M	1.0% ($3.5M/$360.2M)	QoQ -25.54% (-$1.2M) YoY -38.20% (-$2.2M)
Apple Inc.(AAPLcusip037833100)	15.6K	QoQ -7.85% (-1.3K) YoY -23.87% (-4.9K)	All Managers (Combined)	$3.5M	1.0% ($3.5M/$360.2M)	QoQ -18.26% (-$772.6K) YoY -1.39% (-$48.8K)
ADOBE INC.(ADBEcusip00724F101)	8.6K	QoQ +0.40% (-35) YoY -29.06% (-3.5K)	All Managers (Combined)	$3.3M	0.9% ($3.3M/$360.2M)	QoQ -13.40% (-$513.0K) YoY -46.08% (-$2.8M)
STRYKER CORP(SYKcusip863667101)	8.8K	QoQ +13.67% (+1.1K) YoY +83.47% (+4.0K)	All Managers (Combined)	$3.3M	0.9% ($3.3M/$360.2M)	QoQ +17.52% (+$490.1K) YoY +90.84% (+$1.6M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	6.1K	QoQ +4.40% (+259) YoY -30.06% (-2.6K)	All Managers (Combined)	$3.3M	0.9% ($3.3M/$360.2M)	QoQ +22.67% (+$604.0K) YoY -11.43% (-$421.7K)
(cusip26923G822)✕	143.6K	QoQ NEW(+143.6K) YoY NEW(+143.6K)	All Managers (Combined)	$3.0M	0.8% ($3.0M/$360.2M)	QoQ NEW(+$3.0M) YoY NEW(+$3.0M)
GARMIN LTD(GRMNcusipH2906T109)	13.5K	QoQ NEW(+13.5K) YoY NEW(+13.5K)	All Managers (Combined)	$2.9M	0.8% ($2.9M/$360.2M)	QoQ NEW(+$2.9M) YoY NEW(+$2.9M)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	9.5K	QoQ -5.82% (-585) YoY -33.97% (-4.9K)	All Managers (Combined)	$2.9M	0.8% ($2.9M/$360.2M)	QoQ -1.70% (-$50.1K) YoY -19.22% (-$688.2K)
TE Connectivity plc(TELcusipG87052109)	19.7K	QoQ +115.76% (+10.6K) YoY NEW(+19.7K)	All Managers (Combined)	$2.8M	0.8% ($2.8M/$360.2M)	QoQ +113.27% (+$1.5M) YoY NEW(+$2.8M)
Palo Alto Networks Inc(PANWcusip697435105)	15.4K	QoQ -3.91% (-625) YoY +38.40% (-4.3K)	All Managers (Combined)	$2.6M	0.7% ($2.6M/$360.2M)	QoQ -9.88% (-$287.6K) YoY -16.87% (-$532.1K)
MICRON TECHNOLOGY INC(MUcusip595112103)	29.9K	QoQ +27.12% (+6.4K) YoY +119.33% (+16.3K)	All Managers (Combined)	$2.6M	0.7% ($2.6M/$360.2M)	QoQ +31.25% (+$618.3K) YoY +61.65% (+$990.4K)
Palantir Technologies Inc.(PLTRcusip69608A108)	29.2K	QoQ -5.15% (-1.6K) YoY -34.36% (-15.3K)	All Managers (Combined)	$2.5M	0.7% ($2.5M/$360.2M)	QoQ +5.83% (-$135.7K) YoY +140.73% (-$1.4M)
(cusip74349Y753)✕	55.0K	QoQ 0.00% (+0) YoY NEW(+55.0K)	All Managers (Combined)	$2.5M	0.7% ($2.5M/$360.2M)	QoQ +5.14% (+$119.9K) YoY NEW(+$2.5M)
(cusip46144X339)✕	105.5K	QoQ NEW(+105.5K) YoY NEW(+105.5K)	All Managers (Combined)	$2.4M	0.7% ($2.4M/$360.2M)	QoQ NEW(+$2.4M) YoY NEW(+$2.4M)
(cusip46144X149)✕	109.3K	QoQ -49.11% (-105.5K) YoY NEW(+109.3K)	All Managers (Combined)	$2.4M	0.7% ($2.4M/$360.2M)	QoQ -59.34% (-$3.5M) YoY NEW(+$2.4M)
(cusip74347G416)✕	110.6K	QoQ 0.00% (+0) YoY NEW(+110.6K)	All Managers (Combined)	$2.4M	0.7% ($2.4M/$360.2M)	QoQ +9.10% (+$198.0K) YoY NEW(+$2.4M)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	6.4K	QoQ -10.56% (-756) YoY -29.09% (-2.6K)	All Managers (Combined)	$2.3M	0.6% ($2.3M/$360.2M)	QoQ -7.84% (-$192.0K) YoY -22.01% (-$637.1K)
CADENCE DESIGN SYSTEMS INC(CDNScusip127387108)	8.8K	QoQ +7.23% (-592) YoY -12.53% (-1.3K)	All Managers (Combined)	$2.2M	0.6% ($2.2M/$360.2M)	QoQ -9.23% (-$227.1K) YoY -28.53% (-$891.5K)
ROPER TECHNOLOGIES INC(ROPcusip776696106)	3.6K	QoQ -6.41% (-244) YoY +66.07% (+1.4K)	All Managers (Combined)	$2.1M	0.6% ($2.1M/$360.2M)	QoQ +6.13% (-$121.3K) YoY +74.58% (+$896.4K)
SYNOPSYS INC(SNPScusip871607107)	4.9K	QoQ +6.83% (-312) YoY -26.84% (-1.8K)	All Managers (Combined)	$2.1M	0.6% ($2.1M/$360.2M)	QoQ -5.60% (-$124.0K) YoY -45.10% (-$1.7M)