AXIOM INVESTORS LLC /DE Q1 2023 Filing

Filed May 12, 2023

Portfolio Value

$6.1B

Holdings

130

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (130 positions)

StockValue
MSFTMICROSOFT CORP
$475.0M
NVDANVIDIA CORPORATION
$324.0M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$300.0M
BIDUNBAIDU INC
$258.0M
NOWSERVICENOW INC
$215.0M
ITGARTNER INC
$208.0M
LLYLILLY ELI & CO
$206.0M
HSYHERSHEY CO
$197.0M
CPRTCOPART INC
$182.0M
CLVTRIP COM GROUP LTD
$168.0M
DHRDANAHER CORPORATION
$159.0M
COSTCOSTCO WHSL CORP NEW
$137.0M
ELLAUDER ESTEE COS INC
$135.0M
AJGGALLAGHER ARTHUR J & CO
$134.0M
IDXXIDEXX LABS INC
$127.0M
VVISA INC
$125.0M
AAPLAPPLE INC
$98.0M
BXBLACKSTONE INC
$94.0M
ICEINTERCONTINENTAL EXCHANGE IN
$92.0M
TELTE CONNECTIVITY LTD
$88.0M
GOOGLALPHABET INC
$84.0M
UNHUNITEDHEALTH GROUP INC
$77.0M
ZTSZOETIS INC
$72.0M
SESEA LTD
$72.0M
AMZNAMAZON COM INC
$72.0M
TSLATESLA INC
$68.0M
YUMCYUM CHINA HLDGS INC
$68.0M
ADBEADOBE SYSTEMS INCORPORATED
$68.0M
AZNASTRAZENECA PLC
$61.0M
A4SAMERIPRISE FINL INC
$55.0M
FCNFTI CONSULTING INC
$52.0M
BAHBOOZ ALLEN HAMILTON HLDG COR
$48.0M
CALYTOPGOLF CALLAWAY BRANDS CORP
$48.0M
ELVELEVANCE HEALTH INC
$48.0M
BEKEKE HLDGS INC
$46.0M
UBERUBER TECHNOLOGIES INC
$46.0M
LNGCHENIERE ENERGY INC
$46.0M
BABAALIBABA GROUP HLDG LTD
$45.0M
LINLINDE PLC
$37.0M
ONCBEIGENE LTD
$35.0M
PLDPROLOGIS INC.
$35.0M
CHKPCHECK POINT SOFTWARE TECH LT
$34.0M
ALBALBEMARLE CORP
$33.0M
CPNGCOUPANG INC
$32.0M
ALCALCON AG
$31.0M
DEDEERE & CO
$30.0M
IEMGISHARES INC
$28.0M
IQVIQVIA HLDGS INC
$26.0M
AMDADVANCED MICRO DEVICES INC
$23.0M
ICLRICON PLC
$21.0M
INDAISHARES TR
$17.0M
NSYNICE LTD
$15.0M
IXUSISHARES TR
$12.0M
PAGSPAGSEGURO DIGITAL LTD
$12.0M
INFYINFOSYS LTD
$11.0M
RGENREPLIGEN CORP
$11.0M
GLOBGLOBANT S A
$10.0M
HDBHDFC BANK LTD
$9.0M
SPSCSPS COMM INC
$9.0M
ELFE L F BEAUTY INC
$8.0M
ENSGENSIGN GROUP INC
$8.0M
INSPINSPIRE MED SYS INC
$8.0M
EXPOEXPONENT INC
$8.0M
INMDINMODE LTD
$7.0M
IRDMIRIDIUM COMMUNICATIONS INC
$7.0M
KSAISHARES TR
$7.0M
KNSLKINSALE CAP GROUP INC
$7.0M
EVHEVOLENT HEALTH INC
$6.0M
LYVLIVE NATION ENTERTAINMENT IN
$6.0M
WSCWILLSCOT MOBIL MINI HLDNG CO
$6.0M
SPTSPROUT SOCIAL INC
$5.0M
CXTCRANE HLDGS CO
$5.0M
OPCHOPTION CARE HEALTH INC
$5.0M
ALTREURALTAIR ENGR INC
$5.0M
LNTHLANTHEUS HLDGS INC
$5.0M
FOXFFOX FACTORY HLDG CORP
$5.0M
SLABSILICON LABORATORIES INC
$5.0M
SMINISHARES TR
$5.0M
THSTREEHOUSE FOODS INC
$5.0M
SWAVUSDSHOCKWAVE MED INC
$4.0M
PIIMPINJ INC
$4.0M
XPOFXPONENTIAL FITNESS INC
$4.0M
1GSNNOVANTA INC
$4.0M
NVMINOVA MEASURING INSTRUMENTS L
$4.0M
MTDRMATADOR RES CO
$4.0M
BJBJS WHSL CLUB HLDGS INC
$4.0M
TXRHTEXAS ROADHOUSE INC
$4.0M
RBCRBC BEARINGS INC
$4.0M
HLNEHAMILTON LANE INC
$3.0M
DAVAENDAVA PLC
$3.0M
AQLTISHARES TR
$3.0M
MMSIMERIT MED SYS INC
$3.0M
AGYSAGILYSYS INC
$3.0M
NSSCNAPCO SEC TECHNOLOGIES INC
$3.0M
ACHCACADIA HEALTHCARE COMPANY IN
$3.0M
ZETAZETA GLOBAL HOLDINGS CORP
$3.0M
FSSFEDERAL SIGNAL CORP
$3.0M
WHWYNDHAM HOTELS & RESORTS INC
$2.0M
IBNICICI BANK LIMITED
$2.0M
MRCYMERCURY SYS INC
$2.0M
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