AXIOM INVESTORS LLC /DE Q3 2024 Filing

Filed November 12, 2024

Portfolio Value

$11.4B

Holdings

127

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (127 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORPORATION
10,641,513$1.3T11347.51%
2
MSFTMICROSOFT CORP
2,309,047$993.6B8724.48%
3
METAMETA PLATFORMS INC
1,592,577$911.7B8005.08%
4
AMZNAMAZON COM INC
4,565,402$850.7B7469.60%
5
NFLXNETFLIX INC
727,976$516.3B4533.82%
6
MLB1MERCADOLIBRE INC
236,876$486.1B4268.01%
7
GOOGLALPHABET INC
2,420,432$401.4B3524.87%
8
TSMTAIWAN SEMICONDUCTOR MFG LTD
2,107,390$366.0B3213.70%
9
COSTCOSTCO WHSL CORP NEW
409,793$363.3B3189.98%
10
AAPLAPPLE INC
1,541,168$359.1B3153.13%
11
LLYLILLY ELI & CO
323,386$286.5B2515.71%
12
TWTRADEWEB MKTS INC
2,041,962$252.5B2217.41%
13
BAHBOOZ ALLEN HAMILTON HLDG COR
1,481,961$241.2B2117.96%
14
VRTVERTIV HOLDINGS CO
2,362,309$235.0B2063.72%
15
NOWSERVICENOW INC
238,216$213.1B1870.83%
16
VVISA INC
747,212$205.4B1803.98%
17
BXBLACKSTONE INC
1,231,126$188.5B1655.38%
18
CITCINTAS CORP
799,220$164.5B1444.82%
19
DHRDANAHER CORPORATION
576,385$160.2B1407.09%
20
IBNICICI BANK LIMITED
5,251,786$156.8B1376.53%
21
ITGARTNER INC
276,063$139.9B1228.41%
22
CDNSCADENCE DESIGN SYSTEM INC
491,410$133.2B1169.48%
23
CMGCHIPOTLE MEXICAN GRILL INC
2,213,215$127.5B1119.78%
24
UBERUBER TECHNOLOGIES INC
1,601,127$120.3B1056.69%
25
A4SAMERIPRISE FINL INC
229,071$107.6B944.98%
26
BSXBOSTON SCIENTIFIC CORP
1,217,423$102.0B895.82%
27
BLDTOPBUILD CORP
227,122$92.4B811.31%
28
AJGGALLAGHER ARTHUR J & CO
325,289$91.5B803.67%
29
ZTSZOETIS INC
438,582$85.7B752.43%
30
ADBEADOBE SYSTEMS INCORPORATED
138,501$71.7B629.70%
31
PLDPROLOGIS INC.
531,715$67.1B589.58%
32
NUNU HLDGS LTD
4,630,485$63.2B555.00%
33
INDAISHARES TR
1,068,400$62.5B549.09%
34
LYVLIVE NATION ENTERTAINMENT IN
531,195$58.2B510.69%
35
MMYTMAKEMYTRIP LIMITED MAURITIUS
622,741$57.9B508.26%
36
ICLRICON PLC
196,879$56.6B496.69%
37
CLSCELESTICA INC
1,000,855$51.2B449.25%
38
SHOPSHOPIFY INC
559,490$44.8B393.71%
39
LINLINDE PLC
86,097$41.1B360.51%
40
EQIXEQUINIX INC
43,719$38.8B340.75%
41
CLVTRIP COM GROUP LTD
631,177$37.5B329.37%
42
TBBBBBB FOODS INC
1,241,859$37.3B327.13%
43
AZNASTRAZENECA PLC
444,508$34.6B304.09%
44
SESEA LTD
359,490$33.9B297.60%
45
TELTE CONNECTIVITY LTD
210,137$31.7B278.60%
46
FMXFOMENTO ECONOMICO MEXICANO S
311,170$30.7B269.70%
47
AQLTISHARES TR
360,400$28.1B247.00%
48
VISTVISTA ENERGY S.A.B. DE C.V.
628,171$27.8B243.69%
49
PSNPARSONS CORP DEL
254,747$26.4B231.92%
50
HLNEHAMILTON LANE INC
152,322$25.6B225.22%
51
MODMODINE MFG CO
172,731$22.9B201.40%
52
EMBJEMBRAER S.A.
645,782$22.8B200.56%
53
ENSGENSIGN GROUP INC
154,194$22.2B194.72%
54
CASYCASEYS GEN STORES INC
58,059$21.8B191.54%
55
QTWOQ2 HLDGS INC
265,590$21.2B186.03%
56
MMSIMERIT MED SYS INC
213,617$21.1B185.37%
57
MUMICRON TECHNOLOGY INC
200,832$20.8B182.89%
58
CRCRANE COMPANY
129,433$20.5B179.88%
59
SFMSPROUTS FMRS MKT INC
184,291$20.3B178.66%
60
SFSTIFEL FINL CORP
207,528$19.5B171.10%
61
VERXVERTEX INC
475,010$18.3B160.62%
62
SPXCSPX TECHNOLOGIES INC
111,900$17.8B156.68%
63
FSSFEDERAL SIGNAL CORP
188,675$17.6B154.83%
64
CWANCLEARWATER ANALYTICS HLDGS I
682,460$17.2B151.31%
65
GLOBGLOBANT S A
86,527$17.1B150.54%
66
SPSCSPS COMM INC
87,203$16.9B148.68%
67
VRNSVARONIS SYS INC
296,990$16.8B147.33%
68
CAMTCAMTEK LTD
209,117$16.7B146.61%
69
BMIBADGER METER INC
76,307$16.7B146.34%
70
JPXAEROVIRONMENT INC
81,884$16.4B144.15%
71
FTAIFTAI AVIATION LTD
122,000$16.2B142.36%
72
WINGWINGSTOP INC
38,918$16.2B142.19%
73
TMDXTRANSMEDICS GROUP INC
99,478$15.6B137.14%
74
TSLATESLA INC
56,998$14.9B130.94%
75
FCNFTI CONSULTING INC
64,793$14.7B129.46%
76
1GSNNOVANTA INC
80,513$14.4B126.49%
77
IWOISHARES TR
50,000$14.2B124.69%
78
ZETAZETA GLOBAL HOLDINGS CORP
473,545$14.1B124.03%
79
CWSTCASELLA WASTE SYS INC
138,508$13.8B121.00%
80
NVMINOVA MEASURING INSTRUMENTS L
65,153$13.6B119.18%
81
EXPOEXPONENT INC
116,757$13.5B118.18%
82
RDNTRADNET INC
191,095$13.3B116.43%
83
MCMOELIS & CO
185,952$12.7B111.86%
84
IBPINSTALLED BLDG PRODS INC
51,200$12.6B110.72%
85
TXRHTEXAS ROADHOUSE INC
64,885$11.5B100.61%
86
LNTHLANTHEUS HLDGS INC
101,772$11.2B98.07%
87
BMABANCO MACRO SA
175,305$11.1B97.74%
88
PIPRPIPER SANDLER COMPANIES
38,509$10.9B95.97%
89
KEXKIRBY CORP
89,032$10.9B95.71%
90
BAPCREDICORP LTD
58,711$10.6B93.29%
91
AGYSAGILYSYS INC
93,739$10.2B89.69%
92
RACEFERRARI N V
20,187$9.5B83.33%
93
KNSLKINSALE CAP GROUP INC
20,030$9.3B81.88%
94
IEMGISHARES INC
159,500$9.2B80.40%
95
AZEKAZEK CO INC
189,405$8.9B77.83%
96
FLINFRANKLIN TEMPLETON ETF TR
208,500$8.7B76.71%
97
RBCRBC BEARINGS INC
27,124$8.1B71.30%
98
MTDRMATADOR RES CO
164,055$8.1B71.19%
99
WHDCACTUS INC
118,466$7.1B62.06%
100
DFHDREAM FINDERS HOMES INC
185,695$6.7B59.04%
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