AXIOM INVESTORS LLC /DE Q2 2023 Filing
Filed August 10, 2023
Portfolio Value
$6.7B
Holdings
129
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (129 positions)
| Stock | Value |
|---|---|
NVDANVIDIA CORPORATION | $624.6M |
MSFTMICROSOFT CORP | $616.3M |
NOWSERVICENOW INC | $409.0M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $360.8M |
LLYLILLY ELI & CO | $303.6M |
CPRTCOPART INC | $272.2M |
MLB1MERCADOLIBRE INC | $253.1M |
ITGARTNER INC | $221.3M |
AJGGALLAGHER ARTHUR J & CO | $166.8M |
HSYHERSHEY CO | $150.1M |
AMZNAMAZON COM INC | $142.7M |
CLVTRIP COM GROUP LTD | $140.8M |
COSTCOSTCO WHSL CORP NEW | $137.5M |
MSCIMSCI INC | $136.0M |
ICEINTERCONTINENTAL EXCHANGE IN | $131.8M |
VVISA INC | $130.9M |
IDXXIDEXX LABS INC | $130.3M |
DHRDANAHER CORPORATION | $118.8M |
BAHBOOZ ALLEN HAMILTON HLDG COR | $115.7M |
AAPLAPPLE INC | $114.5M |
UNHUNITEDHEALTH GROUP INC | $113.3M |
GOOGLALPHABET INC | $100.0M |
TELTE CONNECTIVITY LTD | $93.3M |
BXBLACKSTONE INC | $91.0M |
BIDUNBAIDU INC | $86.8M |
ADBEADOBE SYSTEMS INCORPORATED | $86.7M |
ZTSZOETIS INC | $76.1M |
TSLATESLA INC | $75.2M |
YUMCYUM CHINA HLDGS INC | $72.5M |
AZNASTRAZENECA PLC | $66.7M |
LINLINDE PLC | $64.0M |
UBERUBER TECHNOLOGIES INC | $63.1M |
A4SAMERIPRISE FINL INC | $59.5M |
NUNU HLDGS LTD | $57.4M |
ELVELEVANCE HEALTH INC | $56.2M |
BEKEKE HLDGS INC | $55.3M |
FCNFTI CONSULTING INC | $49.2M |
ALCALCON AG | $44.6M |
ELLAUDER ESTEE COS INC | $37.2M |
BABAALIBABA GROUP HLDG LTD | $36.8M |
ELFE L F BEAUTY INC | $35.6M |
FMXFOMENTO ECONOMICO MEXICANO S | $34.5M |
PLDPROLOGIS INC. | $34.1M |
ICLRICON PLC | $33.9M |
INDAISHARES TR | $32.4M |
PANWPALO ALTO NETWORKS INC | $31.7M |
IEMGISHARES INC | $29.4M |
ALBALBEMARLE CORP | $27.4M |
ONCBEIGENE LTD | $23.0M |
PAGSPAGSEGURO DIGITAL LTD | $21.4M |
CHKPCHECK POINT SOFTWARE TECH LT | $19.4M |
MTDMETTLER TOLEDO INTERNATIONAL | $18.4M |
NSYNICE LTD | $13.7M |
HDBHDFC BANK LTD | $12.4M |
AQLTISHARES TR | $11.1M |
INSPINSPIRE MED SYS INC | $10.0M |
SPSCSPS COMM INC | $9.7M |
CPNGCOUPANG INC | $9.7M |
INMDINMODE LTD | $9.1M |
IXUSISHARES TR | $9.1M |
LYVLIVE NATION ENTERTAINMENT IN | $9.1M |
SMINISHARES TR | $8.2M |
RMBS*RAMBUS INC DEL | $8.0M |
IRDMIRIDIUM COMMUNICATIONS INC | $8.0M |
KNSLKINSALE CAP GROUP INC | $7.9M |
ENSGENSIGN GROUP INC | $7.8M |
SESEA LTD | $7.5M |
ALTREURALTAIR ENGR INC | $7.3M |
KSAISHARES TR | $7.3M |
SSDSIMPSON MFG INC | $6.8M |
ARCOARCOS DORADOS HOLDINGS INC | $6.3M |
MMSIMERIT MED SYS INC | $6.1M |
EXPOEXPONENT INC | $6.1M |
NVMINOVA MEASURING INSTRUMENTS L | $6.0M |
1GSNNOVANTA INC | $5.9M |
FSSFEDERAL SIGNAL CORP | $5.8M |
SWAVUSDSHOCKWAVE MED INC | $5.6M |
THSTREEHOUSE FOODS INC | $4.2M |
CXTCRANE NXT CO | $4.1M |
LNTHLANTHEUS HLDGS INC | $4.0M |
RACEFERRARI N V | $3.8M |
NSSCNAPCO SEC TECHNOLOGIES INC | $3.5M |
TMDXTRANSMEDICS GROUP INC | $3.5M |
COCOVITA COCO CO INC | $3.4M |
ACLSAXCELIS TECHNOLOGIES INC | $3.4M |
WHWYNDHAM HOTELS & RESORTS INC | $3.4M |
WSCWILLSCOT MOBIL MINI HLDNG CO | $3.3M |
FOXFFOX FACTORY HLDG CORP | $3.0M |
OPCHOPTION CARE HEALTH INC | $3.0M |
CRCRANE COMPANY | $2.9M |
IBPINSTALLED BLDG PRODS INC | $2.8M |
FLYWFLYWIRE CORPORATION | $2.7M |
RBCRBC BEARINGS INC | $2.6M |
ZETAZETA GLOBAL HOLDINGS CORP | $2.6M |
AEHRAEHR TEST SYS | $2.6M |
SMCIUSDSUPER MICRO COMPUTER INC | $2.6M |
TXRHTEXAS ROADHOUSE INC | $2.5M |
ACHCACADIA HEALTHCARE COMPANY IN | $2.5M |
SLABSILICON LABORATORIES INC | $2.4M |
MYRGMYR GROUP INC DEL | $2.4M |
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