AXIOM INVESTORS LLC /DE Q1 2021 Filing
Filed May 14, 2021
Portfolio Value
$5.5B
Holdings
131
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (131 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 5,246,119 | $620.5B | 11227.79% | |
| 2 | BABAALIBABA GROUP HLDG LTD | 1,431,927 | $324.7B | 5874.55% | |
| 3 | MSFTMICROSOFT CORP | 953,045 | $224.7B | 4065.80% | |
| 4 | AMZNAMAZON COM INC | 58,730 | $181.7B | 3288.03% | |
| 5 | SESEA LTD | 802,456 | $179.1B | 3241.29% | |
| 6 | ADBEADOBE SYSTEMS INCORPORATED | 375,086 | $178.3B | 3226.33% | |
| 7 | NOWSERVICENOW INC | 323,389 | $161.7B | 2926.41% | |
| 8 | PYPLPAYPAL HLDGS INC | 664,691 | $161.4B | 2920.69% | |
| 9 | INFYINFOSYS LTD | 8,162,300 | $152.8B | 2764.79% | |
| 10 | GOOGLALPHABET INC | 68,251 | $140.8B | 2547.13% | |
| 11 | METAFACEBOOK INC | 457,261 | $134.7B | 2436.90% | |
| 12 | TSLATESLA INC | 172,128 | $115.0B | 2080.30% | |
| 13 | RNGRINGCENTRAL INC | 376,759 | $112.2B | 2030.72% | |
| 14 | VVISA INC | 463,497 | $98.1B | 1775.71% | |
| 15 | AAPLAPPLE INC | 759,591 | $92.8B | 1678.87% | |
| 16 | BIDUNBAIDU INC | 426,356 | $92.8B | 1678.33% | |
| 17 | ELLAUDER ESTEE COS INC | 310,778 | $90.4B | 1635.56% | |
| 18 | DEDEERE & CO | 228,004 | $85.3B | 1543.54% | |
| 19 | IDXXIDEXX LABS INC | 170,432 | $83.4B | 1508.97% | |
| 20 | DHRDANAHER CORPORATION | 360,855 | $81.2B | 1469.65% | |
| 21 | TREXTREX CO INC | 840,508 | $76.9B | 1392.19% | |
| 22 | NKENIKE INC | 563,681 | $74.9B | 1355.42% | |
| 23 | HDHOME DEPOT INC | 239,042 | $73.0B | 1320.31% | |
| 24 | NVDANVIDIA CORPORATION | 136,303 | $72.8B | 1316.84% | |
| 25 | AMDADVANCED MICRO DEVICES INC | 924,863 | $72.6B | 1313.69% | |
| 26 | CLVTRIP COM GROUP LTD | 1,768,680 | $70.1B | 1268.29% | |
| 27 | LVSLAS VEGAS SANDS CORP | 1,126,090 | $68.4B | 1238.04% | |
| 28 | GNRCGENERAC HLDGS INC | 202,110 | $66.2B | 1197.51% | |
| 29 | CPRTCOPART INC | 587,739 | $63.8B | 1155.04% | |
| 30 | LYVLIVE NATION ENTERTAINMENT IN | 717,521 | $60.7B | 1099.02% | |
| 31 | POOLPOOL CORP | 164,901 | $56.9B | 1030.12% | |
| 32 | SIVBEURSVB FINANCIAL GROUP | 115,032 | $56.8B | 1027.53% | |
| 33 | TELTE CONNECTIVITY LTD | 436,997 | $56.4B | 1020.91% | |
| 34 | ATVIEURACTIVISION BLIZZARD INC | 602,147 | $56.0B | 1013.29% | |
| 35 | STMSTMICROELECTRONICS N V | 1,399,770 | $53.7B | 970.82% | |
| 36 | MRNAMODERNA INC | 369,763 | $48.4B | 876.13% | |
| 37 | GLOBGLOBANT S A | 232,256 | $48.2B | 872.50% | |
| 38 | DKNG1USDDRAFTKINGS INC | 780,246 | $47.9B | 865.85% | |
| 39 | CPACOPA HOLDINGS SA | 579,723 | $46.8B | 847.47% | |
| 40 | UBERUBER TECHNOLOGIES INC | 832,483 | $45.4B | 821.11% | |
| 41 | NSYNICE LTD | 204,475 | $44.6B | 806.45% | |
| 42 | XYZSQUARE INC | 192,853 | $43.8B | 792.30% | |
| 43 | TALTAL EDUCATION GROUP | 778,840 | $41.9B | 758.90% | |
| 44 | NBISYANDEX N V | 636,920 | $40.8B | 738.27% | |
| 45 | CHGGCHEGG INC | 472,810 | $40.5B | 732.84% | |
| 46 | KEYSKEYSIGHT TECHNOLOGIES INC | 280,625 | $40.2B | 728.16% | |
| 47 | MLB1MERCADOLIBRE INC | 27,126 | $39.9B | 722.56% | |
| 48 | IQVIQVIA HLDGS INC | 198,030 | $38.2B | 692.08% | |
| 49 | ZTSZOETIS INC | 238,883 | $37.6B | 680.69% | |
| 50 | GPNGLOBAL PMTS INC | 175,919 | $35.5B | 641.66% | |
| 51 | LULULULULEMON ATHLETICA INC | 114,803 | $35.2B | 637.12% | |
| 52 | IBNICICI BANK LIMITED | 2,013,900 | $32.3B | 584.14% | |
| 53 | MAMASTERCARD INCORPORATED | 88,912 | $31.7B | 572.82% | |
| 54 | INDAISHARES TR | 616,638 | $26.0B | 470.64% | |
| 55 | IXUSISHARES TR | 333,900 | $23.5B | 424.60% | |
| 56 | SHOPSHOPIFY INC | 16,683 | $18.5B | 334.02% | |
| 57 | STNESTONECO LTD | 278,124 | $17.0B | 308.09% | |
| 58 | DC4DEXCOM INC | 45,624 | $16.4B | 296.69% | |
| 59 | WNSNWNS HOLDINGS LTD | 213,050 | $15.4B | 279.25% | |
| 60 | IEMGISHARES INC | 236,500 | $15.2B | 275.42% | |
| 61 | ITUBITAU UNIBANCO HLDG S A | 2,773,420 | $13.8B | 248.91% | |
| 62 | SMINISHARES TR | 261,600 | $12.8B | 232.04% | |
| 63 | AVLRUSDAVALARA INC | 89,021 | $11.9B | 214.93% | |
| 64 | DAVAENDAVA PLC | 133,508 | $11.3B | 204.59% | |
| 65 | VEEVVEEVA SYS INC | 42,850 | $11.2B | 202.55% | |
| 66 | JDJD.COM INC | 131,843 | $11.1B | 201.17% | |
| 67 | HDBHDFC BANK LTD | 121,880 | $9.5B | 171.34% | |
| 68 | FRPTFRESHPET INC | 56,247 | $8.9B | 161.64% | |
| 69 | AEOAMERICAN EAGLE OUTFITTERS IN | 289,770 | $8.5B | 153.31% | |
| 70 | EXPOEXPONENT INC | 85,510 | $8.3B | 150.78% | |
| 71 | ENSGENSIGN GROUP INC | 88,142 | $8.3B | 149.66% | |
| 72 | LFUSLITTELFUSE INC | 30,711 | $8.1B | 146.94% | |
| 73 | ACHCACADIA HEALTHCARE COMPANY IN | 137,165 | $7.8B | 141.82% | |
| 74 | AIMCUSDALTRA INDL MOTION CORP | 136,855 | $7.6B | 136.99% | |
| 75 | AFYAAFYA LTD | 393,150 | $7.3B | 132.25% | |
| 76 | TRVCCITIGROUP INC | 98,190 | $7.1B | 129.25% | |
| 77 | BLDTOPBUILD CORP | 33,550 | $7.0B | 127.13% | |
| 78 | NVMINOVA MEASURING INSTRUMENTS L | 74,971 | $6.8B | 123.46% | |
| 79 | ALGTALLEGIANT TRAVEL CO | 26,575 | $6.5B | 117.36% | |
| 80 | NTRANATERA INC | 63,326 | $6.4B | 116.35% | |
| 81 | FFINFIRST FINL BANKSHARES | 137,005 | $6.4B | 115.84% | |
| 82 | VRNSVARONIS SYS INC | 124,056 | $6.4B | 115.24% | |
| 83 | WHWYNDHAM HOTELS & RESORTS INC | 91,220 | $6.4B | 115.17% | |
| 84 | BOOTBOOT BARN HLDGS INC | 96,995 | $6.0B | 109.36% | |
| 85 | DKSDICKS SPORTING GOODS INC | 78,215 | $6.0B | 107.77% | |
| 86 | UCBUNITED CMNTY BKS BLAIRSVLE G | 169,955 | $5.8B | 104.93% | |
| 87 | HLIOHELIOS TECHNOLOGIES INC | 77,180 | $5.6B | 101.76% | |
| 88 | OMCLOMNICELL COM | 43,268 | $5.6B | 101.67% | |
| 89 | RGENREPLIGEN CORP | 28,425 | $5.5B | 99.99% | |
| 90 | UMCUNITED MICROELECTRONICS CORP | 599,900 | $5.5B | 98.89% | |
| 91 | SLABSILICON LABORATORIES INC | 37,529 | $5.3B | 95.79% | |
| 92 | VIAVVIAVI SOLUTIONS INC | 332,865 | $5.2B | 94.56% | |
| 93 | RBCRBC BEARINGS INC | 25,702 | $5.1B | 91.50% | |
| 94 | FSSFEDERAL SIGNAL CORP | 129,370 | $5.0B | 89.66% | |
| 95 | SFSTIFEL FINL CORP | 74,861 | $4.8B | 86.78% | |
| 96 | 7SUSUMMIT MATLS INC | 162,220 | $4.5B | 82.24% | |
| 97 | IVVISHARES TR | 11,400 | $4.5B | 82.06% | |
| 98 | HLNEHAMILTON LANE INC | 51,095 | $4.5B | 81.88% | |
| 99 | AHCOADAPTHEALTH CORP | 120,960 | $4.4B | 80.45% | |
| 100 | 1GSNNOVANTA INC | 33,659 | $4.4B | 80.32% |
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