AXIOM INVESTORS LLC /DE Q4 2020 Filing
Filed February 12, 2021
Portfolio Value
$6.3B
Holdings
125
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (125 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 5,835,135 | $636.3B | 10030.05% | |
| 2 | BABAALIBABA GROUP HLDG LTD | 1,470,193 | $342.2B | 5393.78% | |
| 3 | MSFTMICROSOFT CORP | 1,194,630 | $265.7B | 4188.65% | |
| 4 | ADBEADOBE SYSTEMS INCORPORATED | 518,102 | $259.1B | 4084.66% | |
| 5 | SESEA LTD | 1,201,279 | $239.1B | 3769.41% | |
| 6 | NOWSERVICENOW INC | 426,266 | $234.6B | 3698.71% | |
| 7 | AMZNAMAZON COM INC | 68,548 | $223.3B | 3519.41% | |
| 8 | JDJD.COM INC | 2,224,961 | $195.6B | 3083.03% | |
| 9 | PYPLPAYPAL HLDGS INC | 719,693 | $168.6B | 2657.05% | |
| 10 | RNGRINGCENTRAL INC | 429,278 | $162.7B | 2564.54% | |
| 11 | MLB1MERCADOLIBRE INC | 89,443 | $149.8B | 2362.03% | |
| 12 | AAPLAPPLE INC | 1,105,946 | $146.7B | 2313.34% | |
| 13 | TSLATESLA INC | 183,904 | $129.8B | 2045.79% | |
| 14 | LULULULULEMON ATHLETICA INC | 362,662 | $126.2B | 1989.68% | |
| 15 | METAFACEBOOK INC | 460,485 | $125.8B | 1982.89% | |
| 16 | GOOGLALPHABET INC | 68,733 | $120.5B | 1898.99% | |
| 17 | INFYINFOSYS LTD | 7,014,800 | $118.9B | 1874.36% | |
| 18 | ITUBITAU UNIBANCO HLDG S A | 18,839,500 | $114.7B | 1808.65% | |
| 19 | TREXTREX CO INC | 1,299,059 | $108.8B | 1714.45% | |
| 20 | CPRTCOPART INC | 819,755 | $104.3B | 1644.41% | |
| 21 | HDHOME DEPOT INC | 351,070 | $93.3B | 1470.01% | |
| 22 | VVISA INC | 412,516 | $90.2B | 1422.39% | |
| 23 | DHRDANAHER CORPORATION | 402,700 | $89.5B | 1410.18% | |
| 24 | STNESTONECO LTD | 995,272 | $83.5B | 1316.66% | |
| 25 | IDXXIDEXX LABS INC | 166,406 | $83.2B | 1311.27% | |
| 26 | ZTSZOETIS INC | 489,184 | $81.0B | 1276.25% | |
| 27 | NVDANVIDIA CORPORATION | 152,486 | $79.6B | 1255.26% | |
| 28 | NSYNICE LTD | 246,455 | $69.9B | 1101.59% | |
| 29 | SHOPSHOPIFY INC | 60,405 | $68.4B | 1077.86% | |
| 30 | AMDADVANCED MICRO DEVICES INC | 694,300 | $63.7B | 1003.76% | |
| 31 | POOLPOOL CORP | 166,064 | $61.9B | 975.15% | |
| 32 | ELLAUDER ESTEE COS INC | 231,594 | $61.6B | 971.82% | |
| 33 | KEYSKEYSIGHT TECHNOLOGIES INC | 465,900 | $61.5B | 970.13% | |
| 34 | GPNGLOBAL PMTS INC | 285,240 | $61.4B | 968.63% | |
| 35 | GNRCGENERAC HLDGS INC | 252,530 | $57.4B | 905.30% | |
| 36 | NIONIO INC | 1,121,505 | $54.7B | 861.69% | |
| 37 | ATVIEURACTIVISION BLIZZARD INC | 569,150 | $52.8B | 833.06% | |
| 38 | GLOBGLOBANT S A | 226,831 | $49.4B | 778.13% | |
| 39 | SPGIS&P GLOBAL INC | 141,985 | $46.7B | 735.78% | |
| 40 | STMSTMICROELECTRONICS N V | 1,232,775 | $45.8B | 721.38% | |
| 41 | XYZSQUARE INC | 201,255 | $43.8B | 690.48% | |
| 42 | NBISYANDEX N V | 622,700 | $43.3B | 683.01% | |
| 43 | DC4DEXCOM INC | 111,906 | $41.4B | 652.22% | |
| 44 | CHGGCHEGG INC | 457,110 | $41.3B | 650.91% | |
| 45 | LYVLIVE NATION ENTERTAINMENT IN | 537,040 | $39.5B | 622.08% | |
| 46 | NKENIKE INC | 277,710 | $39.3B | 619.34% | |
| 47 | TALTAL EDUCATION GROUP | 544,675 | $39.0B | 614.01% | |
| 48 | AVLRUSDAVALARA INC | 235,669 | $38.9B | 612.57% | |
| 49 | CPACOPA HOLDINGS SA | 493,606 | $38.1B | 600.94% | |
| 50 | IQVIQVIA HLDGS INC | 199,420 | $35.7B | 563.25% | |
| 51 | PLDPROLOGIS INC. | 341,010 | $34.0B | 535.74% | |
| 52 | PBRPETROLEO BRASILEIRO SA PETRO | 3,016,900 | $33.9B | 534.08% | |
| 53 | LVSLAS VEGAS SANDS CORP | 494,485 | $29.5B | 464.58% | |
| 54 | NTESNETEASE INC | 302,280 | $28.9B | 456.35% | |
| 55 | VEEVVEEVA SYS INC | 102,738 | $28.0B | 440.92% | |
| 56 | MAMASTERCARD INCORPORATED | 76,513 | $27.3B | 430.53% | |
| 57 | TEAMATLASSIAN CORP PLC | 115,368 | $27.0B | 425.33% | |
| 58 | INDAISHARES TR | 669,790 | $26.9B | 424.67% | |
| 59 | PDDPINDUODUO | 122,420 | $21.8B | 342.87% | |
| 60 | IXUSISHARES TR | 322,400 | $21.7B | 341.48% | |
| 61 | IEMGISHARES INC | 295,800 | $18.4B | 289.29% | |
| 62 | WNSNWNS HOLDINGS LTD | 243,392 | $17.5B | 276.44% | |
| 63 | PGPROCTER AND GAMBLE CO | 124,665 | $17.3B | 273.44% | |
| 64 | RDYDR REDDYS LABS LTD | 192,340 | $13.7B | 216.16% | |
| 65 | HDBHDFC BANK LTD | 131,680 | $9.5B | 149.99% | |
| 66 | RGENREPLIGEN CORP | 48,375 | $9.3B | 146.13% | |
| 67 | NTRANATERA INC | 90,680 | $9.0B | 142.25% | |
| 68 | ENSGENSIGN GROUP INC | 121,932 | $8.9B | 140.16% | |
| 69 | BBDBANCO BRADESCO S A | 1,588,600 | $8.4B | 131.72% | |
| 70 | MPWRMONOLITHIC PWR SYS INC | 22,683 | $8.3B | 130.95% | |
| 71 | LFUSLITTELFUSE INC | 31,047 | $7.9B | 124.63% | |
| 72 | ATSG*AIR TRANSPORT SERVICES GRP I | 246,630 | $7.7B | 121.84% | |
| 73 | AIMCUSDALTRA INDL MOTION CORP | 138,350 | $7.7B | 120.89% | |
| 74 | UMCUNITED MICROELECTRONICS CORP | 865,500 | $7.3B | 115.01% | |
| 75 | DAVAENDAVA PLC | 92,057 | $7.1B | 111.37% | |
| 76 | SMINISHARES TR | 166,600 | $7.0B | 111.14% | |
| 77 | FRPTFRESHPET INC | 48,622 | $6.9B | 108.83% | |
| 78 | SLABSILICON LABORATORIES INC | 54,157 | $6.9B | 108.71% | |
| 79 | WINGWINGSTOP INC | 50,005 | $6.6B | 104.48% | |
| 80 | HLNEHAMILTON LANE INC | 82,429 | $6.4B | 101.43% | |
| 81 | BLDTOPBUILD CORP | 34,683 | $6.4B | 100.64% | |
| 82 | PGNYPROGYNY INC | 148,278 | $6.3B | 99.09% | |
| 83 | AFYAAFYA LTD | 236,060 | $6.0B | 94.14% | |
| 84 | ADUSADDUS HOMECARE CORP | 48,309 | $5.7B | 89.18% | |
| 85 | VCVISTEON CORP | 44,897 | $5.6B | 88.83% | |
| 86 | HALOHALOZYME THERAPEUTICS INC | 130,750 | $5.6B | 88.03% | |
| 87 | REXRREXFORD INDL RLTY INC | 111,275 | $5.5B | 86.15% | |
| 88 | 1GSNNOVANTA INC | 44,923 | $5.3B | 83.72% | |
| 89 | NVMINOVA MEASURING INSTRUMENTS L | 70,356 | $5.0B | 78.30% | |
| 90 | MRCYMERCURY SYS INC | 49,425 | $4.4B | 68.60% | |
| 91 | FSSFEDERAL SIGNAL CORP | 130,750 | $4.3B | 68.37% | |
| 92 | RBCRBC BEARINGS INC | 23,922 | $4.3B | 67.52% | |
| 93 | TPICQTPI COMPOSITES INC | 76,760 | $4.1B | 63.86% | |
| 94 | FFINFIRST FINL BANKSHARES | 111,640 | $4.0B | 63.67% | |
| 95 | CSTLCASTLE BIOSCIENCES INC | 57,825 | $3.9B | 61.21% | |
| 96 | PARPAR TECHNOLOGY CORP | 61,640 | $3.9B | 61.01% | |
| 97 | SFSTIFEL FINL CORP | 75,688 | $3.8B | 60.20% | |
| 98 | UCBUNITED CMNTY BKS BLAIRSVLE G | 128,695 | $3.7B | 57.70% | |
| 99 | MSAMSA SAFETY INC | 24,235 | $3.6B | 57.07% | |
| 100 | JBTJOHN BEAN TECHNOLOGIES CORP | 31,765 | $3.6B | 57.02% |
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