AXIOM INVESTORS LLC /DE Q1 2020 Filing

Filed May 14, 2020

Portfolio Value

$3.9B

Holdings

112

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (112 positions)

StockValue
BABAALIBABA GROUP HLDG LTD
$576.1M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$340.6M
MSFTMICROSOFT CORP
$243.3M
ADBEADOBE INC
$191.7M
VVISA INC
$190.1M
JDJD COM INC
$159.8M
NOWSERVICENOW INC
$126.0M
METAFACEBOOK INC
$112.1M
LULULULULEMON ATHLETICA INC
$108.5M
RNGRINGCENTRAL INC
$87.1M
SPGIS&P GLOBAL INC
$80.8M
AAPLAPPLE INC
$75.4M
GPNGLOBAL PMTS INC
$70.1M
PGPROCTER & GAMBLE CO
$68.7M
BIDUNBAIDU INC
$65.5M
NTESNETEASE INC
$65.0M
ZTSZOETIS INC
$56.5M
AZNASTRAZENECA PLC
$50.0M
CPRTCOPART INC
$45.6M
MUMICRON TECHNOLOGY INC
$45.5M
NSYNICE LTD
$45.1M
PYPLPAYPAL HLDGS INC
$45.1M
TALTAL EDUCATION GROUP
$44.8M
GRFSGRIFOLS S A
$44.3M
ELLAUDER ESTEE COS INC
$40.9M
KEYSKEYSIGHT TECHNOLOGIES INC
$36.2M
LYVLIVE NATION ENTERTAINMENT IN
$35.3M
ATVIEURACTIVISION BLIZZARD INC
$34.2M
PLDPROLOGIS INC
$32.1M
MLB1MERCADOLIBRE INC
$32.1M
HONHONEYWELL INTL INC
$31.9M
MAMASTERCARD INC
$31.1M
NVDANVIDIA CORP
$26.9M
IQVIQVIA HLDGS INC
$26.2M
IDXXIDEXX LABS INC
$26.0M
GLOBGLOBANT S A
$25.6M
TRVCCITIGROUP INC
$22.2M
NBISYANDEX N V
$20.6M
NKENIKE INC
$20.4M
PBRPETROLEO BRASILEIRO SA PETRO
$19.3M
HDBHDFC BANK LTD
$18.6M
RTN1USDRAYTHEON CO
$17.3M
BFAMBRIGHT HORIZONS FAM SOL IN D
$15.3M
IXUSISHARES TR
$14.9M
FMXFOMENTO ECONOMICO MEXICANO S
$13.3M
ILMNILLUMINA INC
$11.4M
INDAISHARES TR
$9.4M
RACEFERRARI N V
$8.9M
FQIDIGITIAL RLTY TR INC
$8.7M
WNSNWNS HOLDINGS LTD
$8.7M
BAPCREDICORP LTD
$8.5M
3M4MASIMO CORP
$6.6M
EXPOEXPONENT INC
$6.5M
YUMCYUM CHINA HLDGS INC
$6.2M
IBNICICI BANK LIMITED
$6.0M
MRCYMERCURY SYS INC
$5.8M
GNRCGENERAC HLDGS INC
$5.7M
TREXTREX CO INC
$5.5M
MPWRMONOLITHIC PWR SYS INC
$5.5M
IEMGISHARES INC
$5.5M
TDOCTELADOC HEALTH INC
$5.3M
AVLRUSDAVALARA INC
$4.9M
FRPTFRESHPET INC
$4.7M
REXRREXFORD INDL RLTY INC
$4.7M
SLABSILICON LABORATORIES INC
$4.5M
EVBGEUREVERBRIDGE INC
$4.3M
VIAVVIAVI SOLUTIONS INC
$4.3M
CYBRCYBERARK SOFTWARE LTD
$4.2M
PODDINSULET CORP
$4.2M
HLNEHAMILTON LANE INC
$4.0M
PLMRPALOMAR HLDGS INC
$3.7M
RDYDR REDDYS LABS LTD
$3.6M
BLDTOPBUILD CORP
$3.5M
QDELUSDQUIDEL CORP
$3.5M
RGENREPLIGEN CORP
$3.3M
RBCRBC BEARINGS INC
$3.2M
KNSLKINSALE CAP GROUP INC
$3.1M
FSSFEDERAL SIGNAL CORP
$3.1M
HAEHAEMONETICS CORP
$3.1M
MSAMSA SAFETY INC
$3.0M
ENSGENSIGN GROUP INC
$2.7M
UCBUNITED CMNTY BKS BLAIRSVLE G
$2.6M
HQYHEALTHEQUITY INC
$2.5M
FFINFIRST FINL BANKSHARES
$2.5M
COLDAMERICOLD RLTY TR
$2.4M
1GSNNOVANTA INC
$2.0M
NVMINOVA MEASURING INSTRUMENTS L
$2.0M
SMINISHARES TR
$1.9M
ADUSADDUS HOMECARE CORP
$1.8M
SFSTIFEL FINL CORP
$1.6M
EDUNEW ORIENTAL ED & TECH GRP I
$1.6M
ATSG*AIR TRANSPORT SERVICES GRP I
$1.3M
CYRXCRYOPORT INC
$1.3M
RPDRAPID7 INC
$1.3M
EEFTEURONET WORLDWIDE INC
$1.2M
PRAHPRA HEALTH SCIENCES INC
$1.2M
EYENATIONAL VISION HLDGS INC
$1.2M
PGNYPROGYNY INC
$1.2M
SMPLSIMPLY GOOD FOODS CO
$1.2M
TSAACI WORLDWIDE INC
$1.1M
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