13F HOLDINGS REPORT
AXIOM INVESTORS LLC /DE
Quarter ended Q1 2023 · Filed February 9, 2023 · Accession 0001109147-23-000002
Total Value
$5.08B
Positions
121
Other Managers
0
Confidential Omitted
No
Holdings (121)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 1,802,149 | $432.2M | 8.51% |
| 2 | BAIDU INC | BAIDF | 2,468,502 | $282.3M | 5.56% |
| 3 | GARTNER INC | IT | 728,088 | $244.7M | 4.82% |
| 4 | LILLY ELI & CO | LLY | 601,050 | $219.9M | 4.33% |
| 5 | HERSHEY CO | HSY | 833,368 | $193.0M | 3.80% |
| 6 | ASTRAZENECA PLC | AZN | 2,708,410 | $183.6M | 3.61% |
| 7 | DANAHER CORPORATION | 235851102 | 650,800 | $172.7M | 3.40% |
| 8 | UNITEDHEALTH GROUP INC | UNH | 295,642 | $156.7M | 3.09% |
| 9 | TRIP COM GROUP LTD | TRPCF | 4,421,370 | $152.1M | 2.99% |
| 10 | COSTCO WHSL CORP NEW | 22160K105 | 317,666 | $145.0M | 2.85% |
| 11 | LAUDER ESTEE COS INC | 518439104 | 574,760 | $142.6M | 2.81% |
| 12 | MERCADOLIBRE INC | MELI | 155,481 | $131.6M | 2.59% |
| 13 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,657,050 | $123.4M | 2.43% |
| 14 | GALLAGHER ARTHUR J & CO | 363576109 | 616,600 | $116.3M | 2.29% |
| 15 | MSCI INC | MSCI | 247,240 | $115.0M | 2.26% |
| 16 | COPART INC | CPRT | 1,809,649 | $110.2M | 2.17% |
| 17 | VISA INC | V | 520,339 | $108.1M | 2.13% |
| 18 | SERVICENOW INC | NOW | 277,458 | $107.7M | 2.12% |
| 19 | ALPHABET INC | GOOG | 1,114,493 | $98.3M | 1.94% |
| 20 | CHENIERE ENERGY INC | LNG | 576,630 | $86.5M | 1.70% |
| 21 | TE CONNECTIVITY LTD | TEL | 668,557 | $76.8M | 1.51% |
| 22 | APPLE INC | AAPL | 586,530 | $76.2M | 1.50% |
| 23 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 701,508 | $72.0M | 1.42% |
| 24 | IDEXX LABS INC | 45168D104 | 167,806 | $68.5M | 1.35% |
| 25 | BLACKSTONE INC | BX | 908,385 | $67.4M | 1.33% |
| 26 | ADOBE SYSTEMS INCORPORATED | ADBE | 175,772 | $59.2M | 1.16% |
| 27 | AMAZON COM INC | AMZN | 694,386 | $58.3M | 1.15% |
| 28 | ELEVANCE HEALTH INC | ELV | 113,434 | $58.2M | 1.15% |
| 29 | AMERIPRISE FINL INC | 03076C106 | 177,898 | $55.4M | 1.09% |
| 30 | TOPGOLF CALLAWAY BRANDS CORP | 131193104 | 2,781,109 | $54.9M | 1.08% |
| 31 | ZOETIS INC | ZTS | 366,682 | $53.7M | 1.06% |
| 32 | NVIDIA CORPORATION | NVDA | 344,493 | $50.3M | 0.99% |
| 33 | FTI CONSULTING INC | FCN | 281,237 | $44.7M | 0.88% |
| 34 | BOOZ ALLEN HAMILTON HLDG COR | BAH | 426,040 | $44.5M | 0.88% |
| 35 | INFOSYS LTD | INFY | 2,036,959 | $36.7M | 0.72% |
| 36 | TESLA INC | TSLA | 293,670 | $36.2M | 0.71% |
| 37 | IQVIA HLDGS INC | IQV | 168,861 | $34.6M | 0.68% |
| 38 | CHECK POINT SOFTWARE TECH LT | M22465104 | 269,090 | $33.9M | 0.67% |
| 39 | UBER TECHNOLOGIES INC | UBER | 1,351,814 | $33.4M | 0.66% |
| 40 | ALBEMARLE CORP | ALB-PA | 149,857 | $32.5M | 0.64% |
| 41 | ALCON AG | ALC | 457,005 | $31.3M | 0.62% |
| 42 | DEERE & CO | DE | 72,924 | $31.3M | 0.62% |
| 43 | PROLOGIS INC. | PLDGP | 275,756 | $31.1M | 0.61% |
| 44 | PINDUODUO INC | PDD | 360,830 | $29.4M | 0.58% |
| 45 | TELUS CORPORATION | TU | 1,502,560 | $29.0M | 0.57% |
| 46 | ISHARES INC | 46434G103 | 547,820 | $25.6M | 0.50% |
| 47 | COUPANG INC | CPNG | 1,671,157 | $24.6M | 0.48% |
| 48 | LIVE NATION ENTERTAINMENT IN | LYV | 341,207 | $23.8M | 0.47% |
| 49 | GLOBANT S A | GLOB | 133,013 | $22.4M | 0.44% |
| 50 | XP INC | XP | 1,327,650 | $20.4M | 0.40% |
| 51 | ISHARES TR | 46429B598 | 474,900 | $19.8M | 0.39% |
| 52 | ICON PLC | ICLR | 100,573 | $19.5M | 0.38% |
| 53 | YUM CHINA HLDGS INC | YUMC | 338,790 | $18.5M | 0.36% |
| 54 | PAGSEGURO DIGITAL LTD | PAGS | 1,936,473 | $16.9M | 0.33% |
| 55 | REPLIGEN CORP | RGEN | 97,036 | $16.4M | 0.32% |
| 56 | ISHARES TR | 46432F834 | 275,400 | $15.9M | 0.31% |
| 57 | NICE LTD | NCSYF | 80,136 | $15.4M | 0.30% |
| 58 | ALIBABA GROUP HLDG LTD | BBAAY | 151,106 | $13.3M | 0.26% |
| 59 | ACADIA HEALTHCARE COMPANY IN | ACHC | 159,025 | $13.1M | 0.26% |
| 60 | TREEHOUSE FOODS INC | 89469A104 | 255,625 | $12.6M | 0.25% |
| 61 | ENSIGN GROUP INC | ENSG | 129,022 | $12.2M | 0.24% |
| 62 | ADVANCED MICRO DEVICES INC | AMD | 185,606 | $12.0M | 0.24% |
| 63 | WILLSCOT MOBIL MINI HLDNG CO | WSC | 261,700 | $11.8M | 0.23% |
| 64 | EXPONENT INC | EXPO | 118,260 | $11.7M | 0.23% |
| 65 | KINSALE CAP GROUP INC | 49714P108 | 41,770 | $10.9M | 0.22% |
| 66 | ISHARES TR | 46434V423 | 289,003 | $10.9M | 0.21% |
| 67 | SPS COMM INC | SPSC | 79,401 | $10.2M | 0.20% |
| 68 | ENDAVA PLC | DAVA | 129,595 | $9.9M | 0.20% |
| 69 | INSPIRE MED SYS INC | 457730109 | 38,692 | $9.7M | 0.19% |
| 70 | BJS WHSL CLUB HLDGS INC | 05550J101 | 144,320 | $9.5M | 0.19% |
| 71 | OPTION CARE HEALTH INC | OPCH | 284,990 | $8.6M | 0.17% |
| 72 | UNITED CMNTY BKS BLAIRSVLE G | UNTCW | 250,135 | $8.5M | 0.17% |
| 73 | HDFC BANK LTD | HDB | 117,370 | $8.0M | 0.16% |
| 74 | MATADOR RES CO | MTDR | 140,045 | $8.0M | 0.16% |
| 75 | GENERAC HLDGS INC | GNRC | 68,870 | $6.9M | 0.14% |
| 76 | PROFRAC HLDG CORP | ACDC | 253,855 | $6.4M | 0.13% |
| 77 | HALOZYME THERAPEUTICS INC | HALO | 112,365 | $6.4M | 0.13% |
| 78 | ISHARES TR | 46429B614 | 118,300 | $6.1M | 0.12% |
| 79 | SPROUT SOCIAL INC | SPT | 99,540 | $5.6M | 0.11% |
| 80 | EVOLENT HEALTH INC | EVH | 190,330 | $5.3M | 0.11% |
| 81 | NV5 GLOBAL INC | 62945V109 | 38,872 | $5.1M | 0.10% |
| 82 | CLEARFIELD INC | CLFD | 47,977 | $4.5M | 0.09% |
| 83 | CACTUS INC | WHD | 88,690 | $4.5M | 0.09% |
| 84 | NOVANTA INC | NOVTU | 32,430 | $4.4M | 0.09% |
| 85 | WYNDHAM HOTELS & RESORTS INC | WH | 61,465 | $4.4M | 0.09% |
| 86 | HAMILTON LANE INC | HLNE | 67,960 | $4.3M | 0.09% |
| 87 | SHOCKWAVE MED INC | 82489T104 | 19,960 | $4.1M | 0.08% |
| 88 | UNITED NAT FOODS INC | UNTCW | 102,925 | $4.0M | 0.08% |
| 89 | APPLE HOSPITALITY REIT INC | APLE | 238,410 | $3.8M | 0.07% |
| 90 | AMN HEALTHCARE SVCS INC | 001744101 | 36,030 | $3.7M | 0.07% |
| 91 | FOX FACTORY HLDG CORP | FOXF | 39,465 | $3.6M | 0.07% |
| 92 | NOVA MEASURING INSTRUMENTS L | NVMI | 43,860 | $3.6M | 0.07% |
| 93 | FIRST FINL BANKSHARES | 32020R109 | 103,690 | $3.6M | 0.07% |
| 94 | FEDERAL SIGNAL CORP | FSS | 71,065 | $3.3M | 0.07% |
| 95 | STIFEL FINL CORP | 860630102 | 52,900 | $3.1M | 0.06% |
| 96 | CHART INDS INC | 16115Q308 | 25,401 | $2.9M | 0.06% |
| 97 | VIAVI SOLUTIONS INC | VIAV | 250,325 | $2.6M | 0.05% |
| 98 | MERCURY SYS INC | MRCY | 58,435 | $2.6M | 0.05% |
| 99 | LANTHEUS HLDGS INC | LNTH | 50,905 | $2.6M | 0.05% |
| 100 | ISHARES TR | 46432F842 | 40,500 | $2.5M | 0.05% |
| 101 | ICICI BANK LIMITED | IBN | 111,100 | $2.4M | 0.05% |
| 102 | GENTHERM INC | THRM | 29,960 | $2.0M | 0.04% |
| 103 | E L F BEAUTY INC | ELF | 33,437 | $1.8M | 0.04% |
| 104 | MERIT MED SYS INC | 589889104 | 25,725 | $1.8M | 0.04% |
| 105 | SOCIEDAD QUIMICA Y MINERA DE | 833635105 | 22,340 | $1.8M | 0.04% |
| 106 | JD.COM INC | JDCMF | 31,305 | $1.8M | 0.03% |
| 107 | VERINT SYS INC | 92343X100 | 46,010 | $1.7M | 0.03% |
| 108 | ISHARES TR | 464287200 | 4,300 | $1.7M | 0.03% |
| 109 | FACTSET RESH SYS INC | 303075105 | 3,440 | $1.4M | 0.03% |
| 110 | APELLIS PHARMACEUTICALS INC | APLS | 25,348 | $1.3M | 0.03% |
| 111 | BOOT BARN HLDGS INC | BOOT | 20,180 | $1.3M | 0.02% |
| 112 | UNITED THERAPEUTICS CORP DEL | UTHR | 4,466 | $1.2M | 0.02% |
| 113 | AGILYSYS INC | AGYS | 15,156 | $1.2M | 0.02% |
| 114 | PRESTIGE CONSMR HEALTHCARE I | 74112D101 | 18,120 | $1.1M | 0.02% |
| 115 | CADENCE DESIGN SYSTEM INC | CDNS | 6,409 | $1.0M | 0.02% |
| 116 | OMNICELL COM | OMCL | 17,915 | $903,274 | 0.02% |
| 117 | CHEVRON CORP NEW | CVX | 4,540 | $814,885 | 0.02% |
| 118 | OLLIES BARGAIN OUTLET HLDGS | 681116109 | 17,285 | $809,629 | 0.02% |
| 119 | THE BEAUTY HEALTH COMPANY | 88331L108 | 82,260 | $748,566 | 0.01% |
| 120 | SUPERNUS PHARMACEUTICALS INC | SUPN | 20,240 | $721,961 | 0.01% |
| 121 | TYLER TECHNOLOGIES INC | TYL | 1,120 | $361,099 | 0.01% |