AXIOM INVESTORS LLC /DE Q3 2022 Filing
Filed November 10, 2022
Portfolio Value
$4.8T
Holdings
118
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (118 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 1,747,265 | $406.9B | 8.54% | |
| 2 | COSTCOSTCO WHSL CORP NEW | 408,402 | $192.9B | 4.05% | |
| 3 | LLYLILLY ELI & CO | 580,314 | $187.6B | 3.94% | |
| 4 | ITGARTNER INC | 653,014 | $180.7B | 3.79% | |
| 5 | ELLAUDER ESTEE COS INC | 808,149 | $174.5B | 3.66% | |
| 6 | BIDUNBAIDU INC | 1,481,563 | $174.1B | 3.65% | |
| 7 | DHRDANAHER CORPORATION | 649,128 | $167.7B | 3.52% | |
| 8 | TSLATESLA INC | 581,842 | $154.3B | 3.24% | |
| 9 | UNHUNITEDHEALTH GROUP INC | 292,759 | $147.9B | 3.10% | |
| 10 | HSYHERSHEY CO | 621,923 | $137.1B | 2.88% | |
| 11 | AZNASTRAZENECA PLC | 2,342,860 | $128.5B | 2.70% | |
| 12 | GOOGLALPHABET INC | 1,300,219 | $124.4B | 2.61% | |
| 13 | NOWSERVICENOW INC | 310,070 | $117.1B | 2.46% | |
| 14 | CPRTCOPART INC | 1,081,222 | $115.0B | 2.41% | |
| 15 | BXBLACKSTONE INC | 1,353,170 | $113.3B | 2.38% | |
| 16 | MLB1MERCADOLIBRE INC | 125,572 | $103.9B | 2.18% | |
| 17 | AMZNAMAZON COM INC | 907,794 | $102.6B | 2.15% | |
| 18 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,438,154 | $98.6B | 2.07% | |
| 19 | MSCIMSCI INC | 216,842 | $91.5B | 1.92% | |
| 20 | VVISA INC | 502,939 | $89.3B | 1.87% | |
| 21 | SIVBEURSVB FINANCIAL GROUP | 265,315 | $89.1B | 1.87% | |
| 22 | TELTE CONNECTIVITY LTD | 770,928 | $85.1B | 1.78% | |
| 23 | AAPLAPPLE INC | 586,346 | $81.0B | 1.70% | |
| 24 | CLVTRIP COM GROUP LTD | 2,599,530 | $71.0B | 1.49% | |
| 25 | LNGCHENIERE ENERGY INC | 415,500 | $68.9B | 1.45% | |
| 26 | PAGSPAGSEGURO DIGITAL LTD | 4,872,090 | $64.5B | 1.35% | |
| 27 | LYVLIVE NATION ENTERTAINMENT IN | 730,775 | $55.6B | 1.17% | |
| 28 | ZTSZOETIS INC | 365,762 | $54.2B | 1.14% | |
| 29 | CALYTOPGOLF CALLAWAY BRANDS CORP | 2,773,393 | $53.4B | 1.12% | |
| 30 | ADBEADOBE SYSTEMS INCORPORATED | 190,846 | $52.5B | 1.10% | |
| 31 | RGENREPLIGEN CORP | 266,927 | $49.9B | 1.05% | |
| 32 | FCNFTI CONSULTING INC | 281,165 | $46.6B | 0.98% | |
| 33 | A4SAMERIPRISE FINL INC | 177,393 | $44.7B | 0.94% | |
| 34 | IDXXIDEXX LABS INC | 129,916 | $42.3B | 0.89% | |
| 35 | ALBALBEMARLE CORP | 149,388 | $39.5B | 0.83% | |
| 36 | ICEINTERCONTINENTAL EXCHANGE IN | 436,296 | $39.4B | 0.83% | |
| 37 | UBERUBER TECHNOLOGIES INC | 1,348,539 | $35.7B | 0.75% | |
| 38 | INFYINFOSYS LTD | 2,062,309 | $35.0B | 0.73% | |
| 39 | XPXP INC | 1,642,807 | $31.2B | 0.66% | |
| 40 | IQVIQVIA HLDGS INC | 168,396 | $30.5B | 0.64% | |
| 41 | CHKPCHECK POINT SOFTWARE TECH LT | 268,760 | $30.1B | 0.63% | |
| 42 | ALCALCON AG | 489,680 | $28.5B | 0.60% | |
| 43 | PLDPROLOGIS INC. | 275,212 | $28.0B | 0.59% | |
| 44 | TTELUS CORPORATION | 1,349,520 | $26.8B | 0.56% | |
| 45 | GNRCGENERAC HLDGS INC | 140,693 | $25.1B | 0.53% | |
| 46 | DEDEERE & CO | 72,674 | $24.3B | 0.51% | |
| 47 | GLOBGLOBANT S A | 126,346 | $23.6B | 0.50% | |
| 48 | IEMGISHARES INC | 548,600 | $23.6B | 0.49% | |
| 49 | PDDPINDUODUO INC | 367,400 | $23.0B | 0.48% | |
| 50 | NSYNICE LTD | 121,061 | $22.8B | 0.48% | |
| 51 | NTRNUTRIEN LTD | 273,299 | $22.8B | 0.48% | |
| 52 | INDAISHARES TR | 513,520 | $20.9B | 0.44% | |
| 53 | ICLRICON PLC | 106,108 | $19.5B | 0.41% | |
| 54 | BABAALIBABA GROUP HLDG LTD | 223,880 | $17.9B | 0.38% | |
| 55 | DLODLOCAL LTD | 751,570 | $15.4B | 0.32% | |
| 56 | IXUSISHARES TR | 275,400 | $14.0B | 0.29% | |
| 57 | KNSLKINSALE CAP GROUP INC | 51,157 | $13.1B | 0.27% | |
| 58 | ACHCACADIA HEALTHCARE COMPANY IN | 164,340 | $12.8B | 0.27% | |
| 59 | THSTREEHOUSE FOODS INC | 294,265 | $12.5B | 0.26% | |
| 60 | AMDADVANCED MICRO DEVICES INC | 185,085 | $11.7B | 0.25% | |
| 61 | WSCWILLSCOT MOBIL MINI HLDNG CO | 277,645 | $11.2B | 0.23% | |
| 62 | LNTHLANTHEUS HLDGS INC | 154,155 | $10.8B | 0.23% | |
| 63 | DAVAENDAVA PLC | 129,438 | $10.4B | 0.22% | |
| 64 | GTLSCHART INDS INC | 52,773 | $9.7B | 0.20% | |
| 65 | BJBJS WHSL CLUB HLDGS INC | 131,745 | $9.6B | 0.20% | |
| 66 | KSAISHARES TR | 221,000 | $9.1B | 0.19% | |
| 67 | ELVELEVANCE HEALTH INC | 19,614 | $8.9B | 0.19% | |
| 68 | ENSGENSIGN GROUP INC | 111,253 | $8.8B | 0.19% | |
| 69 | EXPOEXPONENT INC | 95,945 | $8.4B | 0.18% | |
| 70 | SPSCSPS COMM INC | 65,762 | $8.2B | 0.17% | |
| 71 | SWAVUSDSHOCKWAVE MED INC | 28,080 | $7.8B | 0.16% | |
| 72 | SMINISHARES TR | 148,200 | $7.8B | 0.16% | |
| 73 | HDBHDFC BANK LTD | 131,730 | $7.7B | 0.16% | |
| 74 | EVHEVOLENT HEALTH INC | 201,850 | $7.3B | 0.15% | |
| 75 | OPCHOPTION CARE HEALTH INC | 229,060 | $7.2B | 0.15% | |
| 76 | UCBUNITED CMNTY BKS BLAIRSVLE G | 212,630 | $7.0B | 0.15% | |
| 77 | NVDANVIDIA CORPORATION | 56,444 | $6.9B | 0.14% | |
| 78 | CLFDCLEARFIELD INC | 57,097 | $6.0B | 0.13% | |
| 79 | MTDRMATADOR RES CO | 119,565 | $5.8B | 0.12% | |
| 80 | SQMSOCIEDAD QUIMICA Y MINERA DE | 55,721 | $5.1B | 0.11% | |
| 81 | NVEEUSDNV5 GLOBAL INC | 39,920 | $4.9B | 0.10% | |
| 82 | AMXNAMERICA MOVIL SAB DE CV | 299,390 | $4.9B | 0.10% | |
| 83 | SPTSPROUT SOCIAL INC | 80,965 | $4.9B | 0.10% | |
| 84 | HALOHALOZYME THERAPEUTICS INC | 113,425 | $4.5B | 0.09% | |
| 85 | FFINFIRST FINL BANKSHARES | 106,957 | $4.5B | 0.09% | |
| 86 | UNFIUNITED NAT FOODS INC | 127,449 | $4.4B | 0.09% | |
| 87 | WHDCACTUS INC | 107,360 | $4.1B | 0.09% | |
| 88 | VTYVERINT SYS INC | 120,655 | $4.1B | 0.09% | |
| 89 | AQLTISHARES TR | 74,100 | $3.9B | 0.08% | |
| 90 | AVLRUSDAVALARA INC | 40,130 | $3.7B | 0.08% | |
| 91 | 1GSNNOVANTA INC | 31,846 | $3.7B | 0.08% | |
| 92 | TENBTENABLE HLDGS INC | 104,230 | $3.6B | 0.08% | |
| 93 | NVMINOVA MEASURING INSTRUMENTS L | 41,845 | $3.6B | 0.07% | |
| 94 | APLEAPPLE HOSPITALITY REIT INC | 253,450 | $3.6B | 0.07% | |
| 95 | HLNEHAMILTON LANE INC | 59,795 | $3.6B | 0.07% | |
| 96 | INSPINSPIRE MED SYS INC | 19,539 | $3.5B | 0.07% | |
| 97 | WHWYNDHAM HOTELS & RESORTS INC | 55,840 | $3.4B | 0.07% | |
| 98 | VIAVVIAVI SOLUTIONS INC | 239,505 | $3.1B | 0.07% | |
| 99 | ACDCPROFRAC HLDG CORP | 204,585 | $3.1B | 0.07% | |
| 100 | OLLIOLLIES BARGAIN OUTLET HLDGS | 56,775 | $2.9B | 0.06% |
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