AXIOM INVESTORS LLC /DE Q2 2025 Filing
Filed August 7, 2025
Portfolio Value
$12.2B
Holdings
138
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (138 positions)
| Stock | Value |
|---|---|
MSFTMICROSOFT CORP | $1.2B |
NVDANVIDIA CORPORATION | $973.9M |
NFLXNETFLIX INC | $965.0M |
AMZNAMAZON COM INC | $907.5M |
METAMETA PLATFORMS INC | $765.8M |
SPOTSPOTIFY TECHNOLOGY S A | $642.7M |
JPMJPMORGAN CHASE & CO. | $482.8M |
DWDMORGAN STANLEY | $459.1M |
BSXBOSTON SCIENTIFIC CORP | $356.5M |
NOWSERVICENOW INC | $334.9M |
IBNICICI BANK LIMITED | $324.7M |
GEVGE VERNOVA INC | $301.8M |
4I1PHILIP MORRIS INTL INC | $279.1M |
TWTRADEWEB MKTS INC | $277.3M |
GEGE AEROSPACE | $239.1M |
MLB1MERCADOLIBRE INC | $233.1M |
VVISA INC | $215.5M |
COSTCOSTCO WHSL CORP NEW | $211.6M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $205.3M |
AAPLAPPLE INC | $198.6M |
CITCINTAS CORP | $189.3M |
BABAALIBABA GROUP HLDG LTD | $143.1M |
AXONAXON ENTERPRISE INC | $136.0M |
GOOGLALPHABET INC | $128.3M |
SESEA LTD | $127.6M |
UBERUBER TECHNOLOGIES INC | $104.9M |
TJXTJX COS INC NEW | $103.4M |
SHOPSHOPIFY INC | $86.5M |
AVGOBROADCOM INC | $83.2M |
EQIXEQUINIX INC | $81.9M |
CHKPCHECK POINT SOFTWARE TECH LT | $81.5M |
LYVLIVE NATION ENTERTAINMENT IN | $79.0M |
ISRGINTUITIVE SURGICAL INC | $77.5M |
BXBLACKSTONE INC | $77.1M |
GGALGRUPO FINANCIERO GALICIA S.A | $72.7M |
AQLTISHARES TR | $71.6M |
AJGGALLAGHER ARTHUR J & CO | $63.3M |
PGRPROGRESSIVE CORP | $63.1M |
PLDPROLOGIS INC. | $60.2M |
CMGCHIPOTLE MEXICAN GRILL INC | $36.4M |
MMYTMAKEMYTRIP LIMITED MAURITIUS | $35.6M |
INDAISHARES TR | $29.1M |
EMBJEMBRAER S.A. | $24.9M |
BRBRBELLRING BRANDS INC | $19.5M |
GRABGRAB HOLDINGS LIMITED | $18.5M |
TSLATESLA INC | $18.0M |
ENSGENSIGN GROUP INC | $16.7M |
VISTVISTA ENERGY S.A.B. DE C.V. | $15.6M |
CRCRANE COMPANY | $15.5M |
CPNGCOUPANG INC | $15.3M |
SCCOSOUTHERN COPPER CORP | $15.1M |
RBCRBC BEARINGS INC | $14.9M |
CASYCASEYS GEN STORES INC | $14.6M |
FSSFEDERAL SIGNAL CORP | $14.5M |
CWSTCASELLA WASTE SYS INC | $14.3M |
MMSIMERIT MED SYS INC | $14.0M |
CLSCELESTICA INC | $13.2M |
CRDOCREDO TECHNOLOGY GROUP HOLDI | $13.2M |
HQYHEALTHEQUITY INC | $13.0M |
FFINFIRST FINL BANKSHARES INC | $13.0M |
BEKEKE HLDGS INC | $12.8M |
QTWOQ2 HLDGS INC | $12.1M |
VSECVSE CORP | $12.0M |
STRLSTERLING INFRASTRUCTURE INC | $12.0M |
MCMOELIS & CO | $11.9M |
SFSTIFEL FINL CORP | $11.3M |
SSFSENSIENT TECHNOLOGIES CORP | $10.0M |
NVMINOVA MEASURING INSTRUMENTS L | $9.9M |
SPXCSPX TECHNOLOGIES INC | $9.8M |
PIPRPIPER SANDLER COMPANIES | $9.3M |
BOOTBOOT BARN HLDGS INC | $9.3M |
EATBRINKER INTL INC | $9.3M |
AGXARGAN INC | $9.1M |
BMIBADGER METER INC | $8.8M |
VRNSVARONIS SYS INC | $8.6M |
CVLTCOMMVAULT SYS INC | $8.6M |
MIRMIRION TECHNOLOGIES INC | $8.5M |
OSISOSI SYSTEMS INC | $8.4M |
NUNU HLDGS LTD | $8.1M |
KOFCOCA-COLA FEMSA SAB DE CV | $8.1M |
IEMGISHARES INC | $8.1M |
OLLIOLLIES BARGAIN OUTLET HLDGS | $7.9M |
MRCYMERCURY SYS INC | $7.7M |
ITGRINTEGER HLDGS CORP | $7.7M |
ALKTALKAMI TECHNOLOGY INC | $7.6M |
OPCHOPTION CARE HEALTH INC | $7.5M |
BAPCREDICORP LTD | $7.1M |
KEXKIRBY CORP | $7.1M |
JT5MUELLER WTR PRODS INC | $6.8M |
HDBHDFC BANK LTD | $6.6M |
MTDRMATADOR RES CO | $6.6M |
PLMRPALOMAR HLDGS INC | $6.5M |
RDNTRADNET INC | $6.2M |
IM8NINSMED INC | $6.1M |
A4SAMERIPRISE FINL INC | $5.5M |
IWOISHARES TR | $5.3M |
EXLSEXLSERVICE HOLDINGS INC | $5.1M |
2L9BLUEPRINT MEDICINES CORP | $5.1M |
ORCLORACLE CORP | $4.5M |
NTESNETEASE INC | $4.4M |
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