AXIOM INVESTORS LLC /DE Q2 2020 Filing
Filed August 13, 2020
Portfolio Value
$5.1B
Holdings
113
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (113 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BABAALIBABA GROUP HLDG LTD | 2,863,713 | $617.7B | 12162.56% | |
| 2 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 7,074,020 | $401.6B | 7907.34% | |
| 3 | MSFTMICROSOFT CORP | 1,570,022 | $319.5B | 6291.25% | |
| 4 | JDJD COM INC | 4,447,055 | $267.6B | 5269.51% | |
| 5 | ADBEADOBE INC | 525,676 | $228.8B | 4505.70% | |
| 6 | VVISA INC | 1,164,659 | $225.0B | 4429.79% | |
| 7 | AMZNAMAZON COM INC | 62,846 | $173.4B | 3413.87% | |
| 8 | NOWSERVICENOW INC | 406,296 | $164.6B | 3240.46% | |
| 9 | LULULULULEMON ATHLETICA INC | 434,245 | $135.5B | 2667.78% | |
| 10 | METAFACEBOOK INC | 581,770 | $132.1B | 2601.11% | |
| 11 | RNGRINGCENTRAL INC | 450,228 | $128.3B | 2526.60% | |
| 12 | PYPLPAYPAL HLDGS INC | 683,334 | $119.1B | 2344.23% | |
| 13 | SPGIS&P GLOBAL INC | 359,070 | $118.3B | 2329.44% | |
| 14 | AAPLAPPLE INC | 298,019 | $108.7B | 2140.64% | |
| 15 | GOOGLALPHABET INC | 75,867 | $107.6B | 2118.31% | |
| 16 | NTESNETEASE INC | 226,597 | $97.3B | 1915.76% | |
| 17 | CPRTCOPART INC | 978,740 | $81.5B | 1604.73% | |
| 18 | GPNGLOBAL PMTS INC | 439,600 | $74.6B | 1468.18% | |
| 19 | MLB1MERCADOLIBRE INC | 71,537 | $70.5B | 1388.52% | |
| 20 | ELLAUDER ESTEE COS INC | 361,819 | $68.3B | 1344.20% | |
| 21 | ZTSZOETIS INC | 496,460 | $68.0B | 1339.61% | |
| 22 | AZNASTRAZENECA PLC | 1,275,920 | $67.5B | 1328.74% | |
| 23 | HDHOME DEPOT INC | 247,965 | $62.1B | 1223.10% | |
| 24 | TREXTREX CO INC | 472,590 | $61.5B | 1210.34% | |
| 25 | SESEA LTD | 569,153 | $61.0B | 1201.80% | |
| 26 | TALTAL EDUCATION GROUP | 774,740 | $53.0B | 1043.12% | |
| 27 | KEYSKEYSIGHT TECHNOLOGIES INC | 472,930 | $47.7B | 938.46% | |
| 28 | GLOBGLOBANT S A | 310,171 | $46.5B | 915.17% | |
| 29 | POOLPOOL CORPORATION | 167,422 | $45.5B | 896.23% | |
| 30 | NSYNICE LTD | 237,007 | $44.9B | 883.12% | |
| 31 | BIDUNBAIDU INC | 368,105 | $44.1B | 868.96% | |
| 32 | ATVIEURACTIVISION BLIZZARD INC | 577,820 | $43.9B | 863.54% | |
| 33 | MAMASTERCARD INC | 138,292 | $40.9B | 805.18% | |
| 34 | GRFSGRIFOLS S A | 2,209,680 | $40.3B | 793.60% | |
| 35 | IDXXIDEXX LABS INC | 117,203 | $38.7B | 761.92% | |
| 36 | TRVCCITIGROUP INC | 742,180 | $37.9B | 746.74% | |
| 37 | IQVIQVIA HLDGS INC | 244,230 | $34.7B | 682.28% | |
| 38 | PLDPROLOGIS INC | 346,480 | $32.3B | 636.72% | |
| 39 | PGPROCTER & GAMBLE CO | 259,110 | $31.0B | 610.04% | |
| 40 | SHOPSHOPIFY INC | 32,278 | $30.6B | 603.26% | |
| 41 | NVDANVIDIA CORP | 76,388 | $29.0B | 571.42% | |
| 42 | DHRDANAHER CORPORATION | 157,417 | $27.8B | 548.09% | |
| 43 | PBRPETROLEO BRASILEIRO SA PETRO | 3,306,510 | $27.3B | 538.42% | |
| 44 | NKENIKE INC | 274,770 | $26.9B | 530.47% | |
| 45 | NBISYANDEX N V | 519,153 | $26.0B | 511.31% | |
| 46 | CHGGCHEGG INC | 342,750 | $23.1B | 453.91% | |
| 47 | STNESTONECO LTD | 573,313 | $22.2B | 437.55% | |
| 48 | HDBHDFC BANK LTD | 447,790 | $20.4B | 400.83% | |
| 49 | TEAMATLASSIAN CORP PLC | 106,741 | $19.2B | 378.87% | |
| 50 | LYVLIVE NATION ENTERTAINMENT IN | 387,110 | $17.2B | 337.90% | |
| 51 | BAPCREDICORP LTD | 98,904 | $13.2B | 260.30% | |
| 52 | IXUSISHARES TR | 189,400 | $10.3B | 203.32% | |
| 53 | AVLRUSDAVALARA INC | 76,278 | $10.2B | 199.89% | |
| 54 | INDAISHARES TR | 333,000 | $9.7B | 190.28% | |
| 55 | GNRCGENERAC HLDGS INC | 68,817 | $8.4B | 165.22% | |
| 56 | MPWRMONOLITHIC PWR SYS INC | 34,727 | $8.2B | 162.05% | |
| 57 | EXPOEXPONENT INC | 101,000 | $8.2B | 160.95% | |
| 58 | FRPTFRESHPET INC | 97,670 | $8.2B | 160.89% | |
| 59 | YUMCYUM CHINA HLDGS INC | 154,320 | $7.4B | 146.06% | |
| 60 | BLDTOPBUILD CORP | 60,544 | $6.9B | 135.62% | |
| 61 | RGENREPLIGEN CORP | 54,927 | $6.8B | 133.69% | |
| 62 | EVBGEUREVERBRIDGE INC | 47,621 | $6.6B | 129.74% | |
| 63 | RDYDR REDDYS LABS LTD | 120,470 | $6.4B | 125.74% | |
| 64 | IEMGISHARES INC | 134,100 | $6.4B | 125.68% | |
| 65 | KNSLKINSALE CAP GROUP INC | 39,547 | $6.1B | 120.86% | |
| 66 | RACEFERRARI N V | 35,600 | $6.1B | 119.87% | |
| 67 | MRCYMERCURY SYS INC | 75,617 | $5.9B | 117.12% | |
| 68 | WNSNWNS HOLDINGS LTD | 107,795 | $5.9B | 116.70% | |
| 69 | PLMRPALOMAR HLDGS INC | 67,185 | $5.8B | 113.45% | |
| 70 | VIAVVIAVI SOLUTIONS INC | 425,330 | $5.4B | 106.70% | |
| 71 | —VAPOTHERM INC | 129,860 | $5.3B | 104.81% | |
| 72 | FMXFOMENTO ECONOMICO MEXICANO S | 85,420 | $5.3B | 104.30% | |
| 73 | STAASTAAR SURGICAL CO | 84,205 | $5.2B | 102.03% | |
| 74 | QDELUSDQUIDEL CORP | 22,997 | $5.1B | 101.30% | |
| 75 | HLNEHAMILTON LANE INC | 72,210 | $4.9B | 95.79% | |
| 76 | LPSNUSDLIVEPERSON INC | 112,350 | $4.7B | 91.66% | |
| 77 | —IMMUNOMEDICS INC | 131,320 | $4.7B | 91.64% | |
| 78 | 1GSNNOVANTA INC | 38,968 | $4.2B | 81.93% | |
| 79 | MSAMSA SAFETY INC | 35,856 | $4.1B | 80.79% | |
| 80 | RBCRBC BEARINGS INC | 29,783 | $4.0B | 78.60% | |
| 81 | REXRREXFORD INDL RLTY INC | 96,180 | $4.0B | 78.46% | |
| 82 | ATRCATRICURE INC | 86,590 | $3.9B | 76.63% | |
| 83 | 3M4MASIMO CORP | 16,729 | $3.8B | 75.10% | |
| 84 | EVEREVERQUOTE INC | 64,630 | $3.8B | 74.01% | |
| 85 | CYRXCRYOPORT INC | 122,165 | $3.7B | 72.75% | |
| 86 | SMINISHARES TR | 121,700 | $3.6B | 70.00% | |
| 87 | SLABSILICON LABORATORIES INC | 32,063 | $3.2B | 63.30% | |
| 88 | WDFCWD-40 CO | 14,825 | $2.9B | 57.89% | |
| 89 | FSSFEDERAL SIGNAL CORP | 88,630 | $2.6B | 51.88% | |
| 90 | GDSGDS HLDGS LTD | 31,302 | $2.5B | 49.11% | |
| 91 | NVMINOVA MEASURING INSTRUMENTS L | 50,374 | $2.4B | 47.81% | |
| 92 | XPXP INC | 57,390 | $2.4B | 47.47% | |
| 93 | PGNYPROGYNY INC | 91,465 | $2.4B | 46.49% | |
| 94 | COLDAMERICOLD RLTY TR | 64,575 | $2.3B | 46.15% | |
| 95 | JBTJOHN BEAN TECHNOLOGIES CORP | 26,140 | $2.2B | 44.28% | |
| 96 | SFSTIFEL FINL CORP | 45,755 | $2.2B | 42.73% | |
| 97 | EDUNEW ORIENTAL ED & TECH GRP I | 14,700 | $1.9B | 37.69% | |
| 98 | BFAMBRIGHT HORIZONS FAM SOL IN D | 13,984 | $1.6B | 32.27% | |
| 99 | FFINFIRST FINL BANKSHARES | 52,920 | $1.5B | 30.11% | |
| 100 | PODDINSULET CORP | 7,698 | $1.5B | 29.44% |
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