AXIOM INVESTORS LLC /DE Q4 2023 Filing
Filed February 12, 2024
Portfolio Value
$10.2B
Holdings
134
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (134 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 1,767,923 | $875.5B | 8589.36% | |
| 2 | MSFTMICROSOFT CORP | 2,132,345 | $801.8B | 7866.67% | |
| 3 | AMZNAMAZON COM INC | 3,975,396 | $604.0B | 5925.86% | |
| 4 | NOWSERVICENOW INC | 829,343 | $585.9B | 5748.30% | |
| 5 | MLB1MERCADOLIBRE INC | 286,359 | $450.0B | 4415.05% | |
| 6 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 4,295,837 | $446.8B | 4383.09% | |
| 7 | LLYLILLY ELI & CO | 719,141 | $419.2B | 4112.65% | |
| 8 | METAMETA PLATFORMS INC | 972,681 | $344.3B | 3377.72% | |
| 9 | ITGARTNER INC | 690,171 | $311.3B | 3054.49% | |
| 10 | PANWPALO ALTO NETWORKS INC | 957,699 | $282.4B | 2770.60% | |
| 11 | CPRTCOPART INC | 5,040,212 | $247.0B | 2422.95% | |
| 12 | CDNSCADENCE DESIGN SYSTEM INC | 896,846 | $244.3B | 2396.49% | |
| 13 | COSTCOSTCO WHSL CORP NEW | 338,306 | $223.3B | 2190.81% | |
| 14 | GOOGLALPHABET INC | 1,585,865 | $221.5B | 2173.35% | |
| 15 | BXBLACKSTONE INC | 1,663,687 | $217.8B | 2136.86% | |
| 16 | VVISA INC | 742,078 | $193.2B | 1895.42% | |
| 17 | ADBEADOBE SYSTEMS INCORPORATED | 290,231 | $173.2B | 1698.73% | |
| 18 | AAPLAPPLE INC | 809,821 | $155.9B | 1529.62% | |
| 19 | MDBMONGODB INC | 376,641 | $154.0B | 1510.74% | |
| 20 | BAHBOOZ ALLEN HAMILTON HLDG COR | 1,185,362 | $151.6B | 1487.49% | |
| 21 | UBERUBER TECHNOLOGIES INC | 2,372,434 | $146.1B | 1433.05% | |
| 22 | UNHUNITEDHEALTH GROUP INC | 269,602 | $141.9B | 1392.50% | |
| 23 | AJGGALLAGHER ARTHUR J & CO | 615,746 | $138.5B | 1358.47% | |
| 24 | TELTE CONNECTIVITY LTD | 898,598 | $126.3B | 1238.63% | |
| 25 | ICEINTERCONTINENTAL EXCHANGE IN | 977,411 | $125.5B | 1231.52% | |
| 26 | ZTSZOETIS INC | 594,474 | $117.3B | 1151.10% | |
| 27 | DHRDANAHER CORPORATION | 506,055 | $117.1B | 1148.54% | |
| 28 | NUNU HLDGS LTD | 12,513,280 | $104.2B | 1022.62% | |
| 29 | A4SAMERIPRISE FINL INC | 240,481 | $91.3B | 896.12% | |
| 30 | FMXFOMENTO ECONOMICO MEXICANO S | 689,860 | $89.9B | 882.21% | |
| 31 | BLDTOPBUILD CORP | 233,663 | $87.5B | 857.94% | |
| 32 | CLVTRIP COM GROUP LTD | 2,393,711 | $86.2B | 845.65% | |
| 33 | CITCINTAS CORP | 127,894 | $77.1B | 756.17% | |
| 34 | PLDPROLOGIS INC. | 558,484 | $74.4B | 730.36% | |
| 35 | ELFE L F BEAUTY INC | 513,053 | $74.1B | 726.52% | |
| 36 | ELVELEVANCE HEALTH INC | 154,684 | $72.9B | 715.61% | |
| 37 | LINLINDE PLC | 171,733 | $70.5B | 691.97% | |
| 38 | FCNFTI CONSULTING INC | 330,244 | $65.8B | 645.23% | |
| 39 | TSLATESLA INC | 223,145 | $55.4B | 543.97% | |
| 40 | CXCEMEX SAB DE CV | 6,660,570 | $51.6B | 506.42% | |
| 41 | INDAISHARES TR | 1,007,200 | $49.2B | 482.30% | |
| 42 | BEKEKE HLDGS INC | 2,867,830 | $46.5B | 456.07% | |
| 43 | PDDPDD HOLDINGS INC | 310,812 | $45.5B | 446.13% | |
| 44 | ICLRICON PLC | 151,450 | $42.9B | 420.58% | |
| 45 | SHOPSHOPIFY INC | 527,787 | $41.1B | 403.36% | |
| 46 | SBUXSTARBUCKS CORP | 415,816 | $39.9B | 391.66% | |
| 47 | MNSOMINISO GROUP HLDG LTD | 1,646,199 | $33.6B | 329.46% | |
| 48 | IDXXIDEXX LABS INC | 58,879 | $32.7B | 320.61% | |
| 49 | IEMGISHARES INC | 549,100 | $27.8B | 272.47% | |
| 50 | LYVLIVE NATION ENTERTAINMENT IN | 286,974 | $26.9B | 263.52% | |
| 51 | N1UANEW ORIENTAL ED & TECHNOLOGY | 358,725 | $26.3B | 257.89% | |
| 52 | SPSCSPS COMM INC | 130,556 | $25.3B | 248.27% | |
| 53 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 296,063 | $22.4B | 219.38% | |
| 54 | AQLTISHARES TR | 308,900 | $21.7B | 213.20% | |
| 55 | ALCALCON AG | 274,150 | $21.4B | 210.11% | |
| 56 | SSDSIMPSON MFG INC | 106,815 | $21.1B | 207.47% | |
| 57 | ENSGENSIGN GROUP INC | 187,345 | $21.0B | 206.23% | |
| 58 | IBPINSTALLED BLDG PRODS INC | 103,278 | $18.9B | 185.24% | |
| 59 | NVMINOVA MEASURING INSTRUMENTS L | 134,811 | $18.5B | 181.70% | |
| 60 | FSSFEDERAL SIGNAL CORP | 239,455 | $18.4B | 180.27% | |
| 61 | RMBS*RAMBUS INC DEL | 259,550 | $17.7B | 173.79% | |
| 62 | CRCRANE COMPANY | 145,432 | $17.2B | 168.56% | |
| 63 | FTAIFTAI AVIATION LTD | 369,292 | $17.1B | 168.11% | |
| 64 | MODMODINE MFG CO | 281,690 | $16.8B | 164.98% | |
| 65 | CASYCASEYS GEN STORES INC | 58,401 | $16.0B | 157.41% | |
| 66 | MMYTMAKEMYTRIP LIMITED MAURITIUS | 340,048 | $16.0B | 156.73% | |
| 67 | SMCIUSDSUPER MICRO COMPUTER INC | 55,405 | $15.7B | 154.51% | |
| 68 | XPXP INC | 594,920 | $15.5B | 152.15% | |
| 69 | HLNEHAMILTON LANE INC | 136,100 | $15.4B | 151.47% | |
| 70 | ONCBEIGENE LTD | 83,985 | $15.1B | 148.60% | |
| 71 | KNSLKINSALE CAP GROUP INC | 44,135 | $14.8B | 145.01% | |
| 72 | ARCOARCOS DORADOS HOLDINGS INC | 1,126,000 | $14.3B | 140.18% | |
| 73 | PROPROS HOLDINGS INC | 363,852 | $14.1B | 138.46% | |
| 74 | OPCHOPTION CARE HEALTH INC | 394,125 | $13.3B | 130.27% | |
| 75 | JPXAEROVIRONMENT INC | 102,155 | $12.9B | 126.31% | |
| 76 | IWOISHARES TR | 50,400 | $12.7B | 124.70% | |
| 77 | CXTCRANE NXT CO | 219,740 | $12.5B | 122.59% | |
| 78 | ALTREURALTAIR ENGR INC | 145,471 | $12.2B | 120.09% | |
| 79 | RBCRBC BEARINGS INC | 42,240 | $12.0B | 118.05% | |
| 80 | 1GSNNOVANTA INC | 65,628 | $11.1B | 108.43% | |
| 81 | WINGWINGSTOP INC | 42,895 | $11.0B | 107.97% | |
| 82 | EXPOEXPONENT INC | 119,063 | $10.5B | 102.84% | |
| 83 | PSNPARSONS CORP DEL | 164,390 | $10.3B | 101.13% | |
| 84 | DUOLDUOLINGO INC | 44,800 | $10.2B | 99.70% | |
| 85 | CWANCLEARWATER ANALYTICS HLDGS I | 505,030 | $10.1B | 99.24% | |
| 86 | NSYNICE LTD | 49,135 | $9.8B | 96.16% | |
| 87 | VRNSVARONIS SYS INC | 215,525 | $9.8B | 95.73% | |
| 88 | MTDRMATADOR RES CO | 169,210 | $9.6B | 94.39% | |
| 89 | RACEFERRARI N V | 27,971 | $9.5B | 92.87% | |
| 90 | VERXVERTEX INC | 343,470 | $9.3B | 90.78% | |
| 91 | RELYREMITLY GLOBAL INC | 471,535 | $9.2B | 89.84% | |
| 92 | WHWYNDHAM HOTELS & RESORTS INC | 106,980 | $8.6B | 84.39% | |
| 93 | KSAISHARES TR | 202,600 | $8.6B | 84.14% | |
| 94 | TXRHTEXAS ROADHOUSE INC | 68,511 | $8.4B | 82.15% | |
| 95 | FCFSFIRSTCASH HOLDINGS INC | 77,007 | $8.3B | 81.88% | |
| 96 | MMSIMERIT MED SYS INC | 101,993 | $7.7B | 76.00% | |
| 97 | SFSTIFEL FINL CORP | 106,725 | $7.4B | 72.40% | |
| 98 | WSCWILLSCOT MOBIL MINI HLDNG CO | 153,914 | $6.8B | 67.19% | |
| 99 | IBNICICI BANK LIMITED | 285,400 | $6.8B | 66.74% | |
| 100 | DFHDREAM FINDERS HOMES INC | 189,084 | $6.7B | 65.91% |
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