AXIOM INVESTORS LLC /DE Q3 2023 Filing
Filed November 13, 2023
Portfolio Value
$7.0B
Holdings
132
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (132 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 1,555,589 | $676.7B | 9733.03% | |
| 2 | MSFTMICROSOFT CORP | 1,871,885 | $591.0B | 8501.52% | |
| 3 | NOWSERVICENOW INC | 760,904 | $425.3B | 6117.64% | |
| 4 | AMZNAMAZON COM INC | 2,951,980 | $375.3B | 5397.60% | |
| 5 | LLYLILLY ELI & CO | 649,694 | $349.0B | 5019.52% | |
| 6 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 3,552,767 | $308.7B | 4440.79% | |
| 7 | MLB1MERCADOLIBRE INC | 233,584 | $296.2B | 4259.86% | |
| 8 | CPRTCOPART INC | 6,162,631 | $265.5B | 3819.58% | |
| 9 | ITGARTNER INC | 603,410 | $207.3B | 2982.30% | |
| 10 | CDNSCADENCE DESIGN SYSTEM INC | 767,084 | $179.7B | 2585.16% | |
| 11 | COSTCOSTCO WHSL CORP NEW | 316,867 | $179.0B | 2574.95% | |
| 12 | AJGGALLAGHER ARTHUR J & CO | 748,267 | $170.6B | 2453.19% | |
| 13 | CLVTRIP COM GROUP LTD | 3,944,218 | $137.9B | 1983.95% | |
| 14 | ICEINTERCONTINENTAL EXCHANGE IN | 1,196,582 | $131.6B | 1893.59% | |
| 15 | UNHUNITEDHEALTH GROUP INC | 253,401 | $127.8B | 1837.71% | |
| 16 | VVISA INC | 542,910 | $124.9B | 1796.17% | |
| 17 | GOOGLALPHABET INC | 939,155 | $122.9B | 1767.73% | |
| 18 | BAHBOOZ ALLEN HAMILTON HLDG COR | 1,083,300 | $118.4B | 1702.64% | |
| 19 | BXBLACKSTONE INC | 1,080,174 | $115.7B | 1664.63% | |
| 20 | DHRDANAHER CORPORATION | 465,314 | $115.4B | 1660.53% | |
| 21 | ADBEADOBE SYSTEMS INCORPORATED | 213,823 | $109.0B | 1568.24% | |
| 22 | AAPLAPPLE INC | 631,853 | $108.2B | 1556.03% | |
| 23 | NUNU HLDGS LTD | 11,889,080 | $86.2B | 1239.81% | |
| 24 | MSCIMSCI INC | 167,683 | $86.0B | 1237.50% | |
| 25 | TELTE CONNECTIVITY LTD | 656,106 | $81.0B | 1165.78% | |
| 26 | YUMCYUM CHINA HLDGS INC | 1,407,670 | $78.4B | 1128.20% | |
| 27 | ZTSZOETIS INC | 436,015 | $75.9B | 1091.11% | |
| 28 | FMXFOMENTO ECONOMICO MEXICANO S | 672,201 | $73.4B | 1055.34% | |
| 29 | UBERUBER TECHNOLOGIES INC | 1,528,926 | $70.3B | 1011.40% | |
| 30 | BIDUNBAIDU INC | 499,218 | $67.1B | 964.71% | |
| 31 | TSLATESLA INC | 256,293 | $64.1B | 922.42% | |
| 32 | LINLINDE PLC | 168,392 | $62.7B | 901.87% | |
| 33 | A4SAMERIPRISE FINL INC | 176,222 | $58.1B | 835.64% | |
| 34 | IDXXIDEXX LABS INC | 129,933 | $56.8B | 817.22% | |
| 35 | ELFE L F BEAUTY INC | 485,350 | $53.3B | 766.73% | |
| 36 | ELVELEVANCE HEALTH INC | 114,060 | $49.7B | 714.36% | |
| 37 | PANWPALO ALTO NETWORKS INC | 208,500 | $48.9B | 703.08% | |
| 38 | BEKEKE HLDGS INC | 2,882,300 | $44.7B | 643.43% | |
| 39 | FCNFTI CONSULTING INC | 244,104 | $43.5B | 626.42% | |
| 40 | ALCALCON AG | 535,640 | $41.3B | 593.71% | |
| 41 | CXCEMEX SAB DE CV | 6,046,050 | $39.3B | 565.27% | |
| 42 | CITCINTAS CORP | 78,749 | $37.9B | 544.85% | |
| 43 | INDAISHARES TR | 832,700 | $36.8B | 529.63% | |
| 44 | BABAALIBABA GROUP HLDG LTD | 416,281 | $36.1B | 519.37% | |
| 45 | ICLRICON PLC | 144,847 | $35.7B | 513.04% | |
| 46 | PLDPROLOGIS INC. | 274,266 | $30.8B | 442.66% | |
| 47 | IEMGISHARES INC | 545,200 | $25.9B | 373.20% | |
| 48 | MNSOMINISO GROUP HLDG LTD | 777,600 | $20.1B | 289.68% | |
| 49 | ONCBEIGENE LTD | 87,729 | $15.8B | 226.96% | |
| 50 | AQLTISHARES TR | 237,500 | $15.3B | 219.83% | |
| 51 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 219,050 | $14.8B | 213.43% | |
| 52 | CPNGCOUPANG INC | 640,125 | $10.9B | 156.52% | |
| 53 | MMYTMAKEMYTRIP LIMITED MAURITIUS | 253,490 | $10.3B | 147.74% | |
| 54 | SMINISHARES TR | 141,300 | $8.9B | 128.27% | |
| 55 | RACEFERRARI N V | 28,689 | $8.5B | 121.95% | |
| 56 | KNSLKINSALE CAP GROUP INC | 20,407 | $8.5B | 121.56% | |
| 57 | LYVLIVE NATION ENTERTAINMENT IN | 98,620 | $8.2B | 117.79% | |
| 58 | ARCOARCOS DORADOS HOLDINGS INC | 863,610 | $8.2B | 117.50% | |
| 59 | IXUSISHARES TR | 135,900 | $8.2B | 117.26% | |
| 60 | SPSCSPS COMM INC | 46,136 | $7.9B | 113.22% | |
| 61 | HDBHDFC BANK LTD | 129,670 | $7.7B | 110.05% | |
| 62 | NSYNICE LTD | 43,970 | $7.5B | 107.50% | |
| 63 | ENSGENSIGN GROUP INC | 77,168 | $7.2B | 103.15% | |
| 64 | SSDSIMPSON MFG INC | 46,637 | $7.0B | 100.49% | |
| 65 | KSAISHARES TR | 174,500 | $6.8B | 97.23% | |
| 66 | NVMINOVA MEASURING INSTRUMENTS L | 47,815 | $5.4B | 77.33% | |
| 67 | RMBS*RAMBUS INC DEL | 95,678 | $5.3B | 76.77% | |
| 68 | OPCHOPTION CARE HEALTH INC | 163,475 | $5.3B | 76.06% | |
| 69 | FSSFEDERAL SIGNAL CORP | 82,700 | $4.9B | 71.04% | |
| 70 | EXPOEXPONENT INC | 55,208 | $4.7B | 67.96% | |
| 71 | IBNICICI BANK LIMITED | 186,620 | $4.3B | 62.05% | |
| 72 | CXTCRANE NXT CO | 76,330 | $4.2B | 61.00% | |
| 73 | IBPINSTALLED BLDG PRODS INC | 33,471 | $4.2B | 60.12% | |
| 74 | 1GSNNOVANTA INC | 27,567 | $4.0B | 56.87% | |
| 75 | THSTREEHOUSE FOODS INC | 90,335 | $3.9B | 56.61% | |
| 76 | ALTREURALTAIR ENGR INC | 62,590 | $3.9B | 56.31% | |
| 77 | HLNEHAMILTON LANE INC | 41,618 | $3.8B | 54.13% | |
| 78 | INSPINSPIRE MED SYS INC | 18,772 | $3.7B | 53.58% | |
| 79 | PROPROS HOLDINGS INC | 106,075 | $3.7B | 52.82% | |
| 80 | IRDMIRIDIUM COMMUNICATIONS INC | 80,240 | $3.6B | 52.50% | |
| 81 | MODMODINE MFG CO | 72,975 | $3.3B | 48.01% | |
| 82 | RBCRBC BEARINGS INC | 14,249 | $3.3B | 47.98% | |
| 83 | SMCIUSDSUPER MICRO COMPUTER INC | 11,830 | $3.2B | 46.66% | |
| 84 | RELYREMITLY GLOBAL INC | 124,115 | $3.1B | 45.02% | |
| 85 | CRCRANE COMPANY | 35,185 | $3.1B | 44.95% | |
| 86 | MMSIMERIT MED SYS INC | 45,284 | $3.1B | 44.95% | |
| 87 | MTDRMATADOR RES CO | 50,985 | $3.0B | 43.61% | |
| 88 | ACLSAXCELIS TECHNOLOGIES INC | 17,384 | $2.8B | 40.76% | |
| 89 | BOOTBOOT BARN HLDGS INC | 34,485 | $2.8B | 40.26% | |
| 90 | FLYWFLYWIRE CORPORATION | 86,430 | $2.8B | 39.64% | |
| 91 | WSCWILLSCOT MOBIL MINI HLDNG CO | 66,059 | $2.7B | 39.51% | |
| 92 | TMDXTRANSMEDICS GROUP INC | 45,721 | $2.5B | 36.00% | |
| 93 | FTAIFTAI AVIATION LTD | 67,180 | $2.4B | 34.35% | |
| 94 | LNTHLANTHEUS HLDGS INC | 33,640 | $2.3B | 33.62% | |
| 95 | CPACOPA HOLDINGS SA | 25,889 | $2.3B | 33.18% | |
| 96 | MYRGMYR GROUP INC DEL | 17,077 | $2.3B | 33.10% | |
| 97 | WHWYNDHAM HOTELS & RESORTS INC | 32,275 | $2.2B | 32.28% | |
| 98 | DUOLDUOLINGO INC | 13,374 | $2.2B | 31.90% | |
| 99 | COCOVITA COCO CO INC | 80,260 | $2.1B | 30.05% | |
| 100 | ACVAACV AUCTIONS INC | 133,700 | $2.0B | 29.18% |
Page 1 of 2Next