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)

StockValue
NVDANVIDIA CORPORATION
$624.0M
MSFTMICROSOFT CORP
$616.0M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$360.0M
LLYLILLY ELI & CO
$303.0M
CPRTCOPART INC
$272.0M
ITGARTNER INC
$221.0M
AJGGALLAGHER ARTHUR J & CO
$166.0M
HSYHERSHEY CO
$150.0M
AMZNAMAZON COM INC
$142.0M
CLVTRIP COM GROUP LTD
$140.0M
MSCIMSCI INC
$135.0M
ICEINTERCONTINENTAL EXCHANGE IN
$131.0M
VVISA INC
$130.0M
DHRDANAHER CORPORATION
$118.0M
BAHBOOZ ALLEN HAMILTON HLDG COR
$115.0M
AAPLAPPLE INC
$114.0M
UNHUNITEDHEALTH GROUP INC
$113.0M
GOOGLALPHABET INC
$100.0M
TELTE CONNECTIVITY LTD
$93.0M
BXBLACKSTONE INC
$91.0M
ADBEADOBE SYSTEMS INCORPORATED
$86.0M
BIDUNBAIDU INC
$86.0M
ZTSZOETIS INC
$76.0M
TSLATESLA INC
$75.0M
YUMCYUM CHINA HLDGS INC
$72.0M
AZNASTRAZENECA PLC
$66.0M
LINLINDE PLC
$63.0M
UBERUBER TECHNOLOGIES INC
$63.0M
A4SAMERIPRISE FINL INC
$59.0M
NUNU HLDGS LTD
$57.0M
ELVELEVANCE HEALTH INC
$56.0M
BEKEKE HLDGS INC
$55.0M
FCNFTI CONSULTING INC
$49.0M
ALCALCON AG
$44.0M
ELLAUDER ESTEE COS INC
$37.0M
BABAALIBABA GROUP HLDG LTD
$36.0M
ELFE L F BEAUTY INC
$35.0M
PLDPROLOGIS INC.
$34.0M
FMXFOMENTO ECONOMICO MEXICANO S
$34.0M
ICLRICON PLC
$33.0M
INDAISHARES TR
$32.0M
PANWPALO ALTO NETWORKS INC
$31.0M
IEMGISHARES INC
$29.0M
ALBALBEMARLE CORP
$27.0M
ONCBEIGENE LTD
$23.0M
PAGSPAGSEGURO DIGITAL LTD
$21.0M
CHKPCHECK POINT SOFTWARE TECH LT
$19.0M
NSYNICE LTD
$13.0M
HDBHDFC BANK LTD
$12.0M
AQLTISHARES TR
$11.0M
INSPINSPIRE MED SYS INC
$10.0M
IXUSISHARES TR
$9.0M
INMDINMODE LTD
$9.0M
CPNGCOUPANG INC
$9.0M
SPSCSPS COMM INC
$9.0M
LYVLIVE NATION ENTERTAINMENT IN
$9.0M
SMINISHARES TR
$8.0M
KNSLKINSALE CAP GROUP INC
$7.0M
ENSGENSIGN GROUP INC
$7.0M
SESEA LTD
$7.0M
IRDMIRIDIUM COMMUNICATIONS INC
$7.0M
ALTREURALTAIR ENGR INC
$7.0M
RMBS*RAMBUS INC DEL
$7.0M
KSAISHARES TR
$7.0M
EXPOEXPONENT INC
$6.0M
ARCOARCOS DORADOS HOLDINGS INC
$6.0M
SSDSIMPSON MFG INC
$6.0M
NVMINOVA MEASURING INSTRUMENTS L
$6.0M
MMSIMERIT MED SYS INC
$6.0M
SWAVUSDSHOCKWAVE MED INC
$5.0M
1GSNNOVANTA INC
$5.0M
FSSFEDERAL SIGNAL CORP
$5.0M
CXTCRANE NXT CO
$4.0M
THSTREEHOUSE FOODS INC
$4.0M
FOXFFOX FACTORY HLDG CORP
$3.0M
TMDXTRANSMEDICS GROUP INC
$3.0M
RACEFERRARI N V
$3.0M
COCOVITA COCO CO INC
$3.0M
NSSCNAPCO SEC TECHNOLOGIES INC
$3.0M
LNTHLANTHEUS HLDGS INC
$3.0M
WSCWILLSCOT MOBIL MINI HLDNG CO
$3.0M
WHWYNDHAM HOTELS & RESORTS INC
$3.0M
ACLSAXCELIS TECHNOLOGIES INC
$3.0M
APLSAPELLIS PHARMACEUTICALS INC
$2.0M
HCQAMN HEALTHCARE SVCS INC
$2.0M
CRCRANE COMPANY
$2.0M
SMCIUSDSUPER MICRO COMPUTER INC
$2.0M
MYRGMYR GROUP INC DEL
$2.0M
ACHCACADIA HEALTHCARE COMPANY IN
$2.0M
ZETAZETA GLOBAL HOLDINGS CORP
$2.0M
SPTSPROUT SOCIAL INC
$2.0M
TXRHTEXAS ROADHOUSE INC
$2.0M
IVVISHARES TR
$2.0M
IBPINSTALLED BLDG PRODS INC
$2.0M
RBCRBC BEARINGS INC
$2.0M
MTDRMATADOR RES CO
$2.0M
AEHRAEHR TEST SYS
$2.0M
DUOLDUOLINGO INC
$2.0M
IBNICICI BANK LIMITED
$2.0M
SLABSILICON LABORATORIES INC
$2.0M
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