13F HOLDINGS REPORT
AXIOM INVESTORS LLC /DE
Quarter ended Q2 2023 · Filed May 12, 2023 · Accession 0001109147-23-000003
Total Value
$4.89B
Positions
130
Other Managers
0
Confidential Omitted
No
Holdings (130)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 1,649,457 | $475.5M | 7.84% |
| 2 | MERCADOLIBRE INC | MELI | 280,106 | $369.2M | 6.08% |
| 3 | NVIDIA CORPORATION | NVDA | 1,166,699 | $324.1M | 5.34% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 3,235,383 | $301.0M | 4.96% |
| 5 | BAIDU INC | BAIDF | 1,712,139 | $258.4M | 4.26% |
| 6 | SERVICENOW INC | NOW | 464,098 | $215.7M | 3.55% |
| 7 | GARTNER INC | IT | 640,208 | $208.6M | 3.44% |
| 8 | LILLY ELI & CO | LLY | 602,353 | $206.9M | 3.41% |
| 9 | HERSHEY CO | HSY | 776,482 | $197.5M | 3.25% |
| 10 | COPART INC | CPRT | 2,427,775 | $182.6M | 3.01% |
| 11 | TRIP COM GROUP LTD | TRPCF | 4,468,872 | $168.3M | 2.77% |
| 12 | DANAHER CORPORATION | 235851102 | 631,108 | $159.1M | 2.62% |
| 13 | MSCI INC | MSCI | 273,665 | $153.2M | 2.52% |
| 14 | COSTCO WHSL CORP NEW | 22160K105 | 276,787 | $137.5M | 2.27% |
| 15 | LAUDER ESTEE COS INC | 518439104 | 548,213 | $135.1M | 2.23% |
| 16 | GALLAGHER ARTHUR J & CO | 363576109 | 702,300 | $134.4M | 2.21% |
| 17 | IDEXX LABS INC | 45168D104 | 254,601 | $127.3M | 2.10% |
| 18 | VISA INC | V | 557,108 | $125.6M | 2.07% |
| 19 | APPLE INC | AAPL | 596,295 | $98.3M | 1.62% |
| 20 | BLACKSTONE INC | BX | 1,074,631 | $94.4M | 1.56% |
| 21 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 882,590 | $92.0M | 1.52% |
| 22 | TE CONNECTIVITY LTD | TEL | 675,959 | $88.7M | 1.46% |
| 23 | ALPHABET INC | GOOG | 814,318 | $84.5M | 1.39% |
| 24 | UNITEDHEALTH GROUP INC | UNH | 164,710 | $77.8M | 1.28% |
| 25 | AMAZON COM INC | AMZN | 706,120 | $72.9M | 1.20% |
| 26 | SEA LTD | SE | 835,670 | $72.3M | 1.19% |
| 27 | ZOETIS INC | ZTS | 432,773 | $72.0M | 1.19% |
| 28 | ADOBE SYSTEMS INCORPORATED | ADBE | 178,918 | $68.9M | 1.14% |
| 29 | YUM CHINA HLDGS INC | YUMC | 1,081,629 | $68.6M | 1.13% |
| 30 | TESLA INC | TSLA | 328,997 | $68.3M | 1.12% |
| 31 | ASTRAZENECA PLC | AZN | 887,271 | $61.6M | 1.01% |
| 32 | AMERIPRISE FINL INC | 03076C106 | 180,877 | $55.4M | 0.91% |
| 33 | FTI CONSULTING INC | FCN | 267,244 | $52.7M | 0.87% |
| 34 | ELEVANCE HEALTH INC | ELV | 106,560 | $49.0M | 0.81% |
| 35 | BOOZ ALLEN HAMILTON HLDG COR | BAH | 523,350 | $48.5M | 0.80% |
| 36 | TOPGOLF CALLAWAY BRANDS CORP | 131193104 | 2,227,184 | $48.2M | 0.79% |
| 37 | CHENIERE ENERGY INC | LNG | 297,598 | $46.9M | 0.77% |
| 38 | UBER TECHNOLOGIES INC | UBER | 1,474,791 | $46.8M | 0.77% |
| 39 | KE HLDGS INC | BEKE | 2,471,416 | $46.6M | 0.77% |
| 40 | ALIBABA GROUP HLDG LTD | BBAAY | 444,662 | $45.4M | 0.75% |
| 41 | LINDE PLC | LIN | 105,544 | $37.5M | 0.62% |
| 42 | BEIGENE LTD | BEIGF | 165,676 | $35.7M | 0.59% |
| 43 | PROLOGIS INC. | PLDGP | 280,712 | $35.0M | 0.58% |
| 44 | CHECK POINT SOFTWARE TECH LT | M22465104 | 268,169 | $34.9M | 0.57% |
| 45 | ALBEMARLE CORP | ALB-PA | 152,454 | $33.7M | 0.56% |
| 46 | COUPANG INC | CPNG | 2,050,940 | $32.8M | 0.54% |
| 47 | ALCON AG | ALC | 452,807 | $31.9M | 0.53% |
| 48 | DEERE & CO | DE | 74,313 | $30.7M | 0.51% |
| 49 | ISHARES INC | 46434G103 | 593,300 | $28.9M | 0.48% |
| 50 | IQVIA HLDGS INC | IQV | 132,827 | $26.4M | 0.44% |
| 51 | ADVANCED MICRO DEVICES INC | AMD | 236,428 | $23.2M | 0.38% |
| 52 | ICON PLC | ICLR | 100,391 | $21.4M | 0.35% |
| 53 | ISHARES TR | 46429B598 | 441,000 | $17.4M | 0.29% |
| 54 | NICE LTD | NCSYF | 67,247 | $15.4M | 0.25% |
| 55 | PAGSEGURO DIGITAL LTD | PAGS | 1,506,797 | $12.9M | 0.21% |
| 56 | ISHARES TR | 46432F834 | 205,300 | $12.7M | 0.21% |
| 57 | INFOSYS LTD | INFY | 649,870 | $11.3M | 0.19% |
| 58 | REPLIGEN CORP | RGEN | 65,516 | $11.0M | 0.18% |
| 59 | GLOBANT S A | GLOB | 65,775 | $10.8M | 0.18% |
| 60 | HDFC BANK LTD | HDB | 142,500 | $9.5M | 0.16% |
| 61 | SPS COMM INC | SPSC | 60,166 | $9.2M | 0.15% |
| 62 | EXPONENT INC | EXPO | 85,605 | $8.5M | 0.14% |
| 63 | ENSIGN GROUP INC | ENSG | 86,091 | $8.2M | 0.14% |
| 64 | INSPIRE MED SYS INC | 457730109 | 35,127 | $8.2M | 0.14% |
| 65 | E L F BEAUTY INC | ELF | 99,350 | $8.2M | 0.13% |
| 66 | IRIDIUM COMMUNICATIONS INC | IRDM | 122,320 | $7.6M | 0.12% |
| 67 | ISHARES TR | 46434V423 | 187,700 | $7.3M | 0.12% |
| 68 | KINSALE CAP GROUP INC | 49714P108 | 24,073 | $7.2M | 0.12% |
| 69 | INMODE LTD | INMD | 223,540 | $7.1M | 0.12% |
| 70 | LIVE NATION ENTERTAINMENT IN | LYV | 99,736 | $7.0M | 0.12% |
| 71 | EVOLENT HEALTH INC | EVH | 193,085 | $6.3M | 0.10% |
| 72 | WILLSCOT MOBIL MINI HLDNG CO | WSC | 129,530 | $6.1M | 0.10% |
| 73 | OPTION CARE HEALTH INC | OPCH | 188,160 | $6.0M | 0.10% |
| 74 | LANTHEUS HLDGS INC | LNTH | 70,910 | $5.9M | 0.10% |
| 75 | SPROUT SOCIAL INC | SPT | 94,390 | $5.7M | 0.09% |
| 76 | ALTAIR ENGR INC | 021369103 | 77,440 | $5.6M | 0.09% |
| 77 | ISHARES TR | 46429B614 | 112,200 | $5.6M | 0.09% |
| 78 | CRANE HLDGS CO | CXT | 46,973 | $5.3M | 0.09% |
| 79 | SILICON LABORATORIES INC | SLAB | 29,695 | $5.2M | 0.09% |
| 80 | FOX FACTORY HLDG CORP | FOXF | 42,635 | $5.2M | 0.09% |
| 81 | TREEHOUSE FOODS INC | 89469A104 | 101,540 | $5.1M | 0.08% |
| 82 | BJS WHSL CLUB HLDGS INC | 05550J101 | 62,035 | $4.7M | 0.08% |
| 83 | RBC BEARINGS INC | RBC | 19,889 | $4.6M | 0.08% |
| 84 | MATADOR RES CO | MTDR | 92,435 | $4.4M | 0.07% |
| 85 | NOVA MEASURING INSTRUMENTS L | NVMI | 40,897 | $4.3M | 0.07% |
| 86 | NOVANTA INC | NOVTU | 26,625 | $4.2M | 0.07% |
| 87 | SHOCKWAVE MED INC | 82489T104 | 19,230 | $4.2M | 0.07% |
| 88 | IMPINJ INC | PI | 30,636 | $4.2M | 0.07% |
| 89 | XPONENTIAL FITNESS INC | XPOF | 134,390 | $4.1M | 0.07% |
| 90 | TEXAS ROADHOUSE INC | TXRH | 37,387 | $4.0M | 0.07% |
| 91 | ACADIA HEALTHCARE COMPANY IN | ACHC | 52,785 | $3.8M | 0.06% |
| 92 | ENDAVA PLC | DAVA | 56,005 | $3.8M | 0.06% |
| 93 | ISHARES TR | 46432F842 | 55,100 | $3.7M | 0.06% |
| 94 | NAPCO SEC TECHNOLOGIES INC | 630402105 | 97,740 | $3.7M | 0.06% |
| 95 | HAMILTON LANE INC | HLNE | 48,830 | $3.6M | 0.06% |
| 96 | ZETA GLOBAL HOLDINGS CORP | ZETA | 327,055 | $3.5M | 0.06% |
| 97 | AGILYSYS INC | AGYS | 41,455 | $3.4M | 0.06% |
| 98 | MERIT MED SYS INC | 589889104 | 40,790 | $3.0M | 0.05% |
| 99 | FEDERAL SIGNAL CORP | FSS | 55,585 | $3.0M | 0.05% |
| 100 | BOOT BARN HLDGS INC | BOOT | 39,040 | $3.0M | 0.05% |
| 101 | NV5 GLOBAL INC | 62945V109 | 28,106 | $2.9M | 0.05% |
| 102 | APPLE HOSPITALITY REIT INC | APLE | 178,740 | $2.8M | 0.05% |
| 103 | CACTUS INC | WHD | 59,180 | $2.4M | 0.04% |
| 104 | WYNDHAM HOTELS & RESORTS INC | WH | 35,110 | $2.4M | 0.04% |
| 105 | AEHR TEST SYS | AEHR | 74,195 | $2.3M | 0.04% |
| 106 | ICICI BANK LIMITED | IBN | 101,700 | $2.2M | 0.04% |
| 107 | ISHARES TR | 464287200 | 5,200 | $2.1M | 0.04% |
| 108 | MERCURY SYS INC | MRCY | 39,468 | $2.0M | 0.03% |
| 109 | THE BEAUTY HEALTH COMPANY | 88331L108 | 148,670 | $1.9M | 0.03% |
| 110 | GENTHERM INC | THRM | 28,975 | $1.8M | 0.03% |
| 111 | HALOZYME THERAPEUTICS INC | HALO | 40,760 | $1.6M | 0.03% |
| 112 | UNITED CMNTY BKS BLAIRSVLE G | UNTCW | 53,555 | $1.5M | 0.02% |
| 113 | STIFEL FINL CORP | 860630102 | 25,375 | $1.5M | 0.02% |
| 114 | CADENCE DESIGN SYSTEM INC | CDNS | 6,956 | $1.5M | 0.02% |
| 115 | APELLIS PHARMACEUTICALS INC | APLS | 21,795 | $1.4M | 0.02% |
| 116 | TRANSMEDICS GROUP INC | TMDX | 17,850 | $1.4M | 0.02% |
| 117 | FIRST FINL BANKSHARES | 32020R109 | 41,445 | $1.3M | 0.02% |
| 118 | VIAVI SOLUTIONS INC | VIAV | 102,590 | $1.1M | 0.02% |
| 119 | SUPERNUS PHARMACEUTICALS INC | SUPN | 25,595 | $927,307 | 0.02% |
| 120 | CHART INDS INC | 16115Q308 | 7,309 | $916,549 | 0.02% |
| 121 | DUOLINGO INC | DUOL | 6,390 | $911,150 | 0.02% |
| 122 | PAGERDUTY INC | PD | 25,970 | $908,431 | 0.01% |
| 123 | FACTSET RESH SYS INC | 303075105 | 2,182 | $905,726 | 0.01% |
| 124 | UNITED THERAPEUTICS CORP DEL | UTHR | 3,423 | $766,615 | 0.01% |
| 125 | SYNDAX PHARMACEUTICALS INC | SNDX | 28,195 | $595,478 | 0.01% |
| 126 | AMN HEALTHCARE SVCS INC | 001744101 | 6,927 | $574,664 | 0.01% |
| 127 | STMICROELECTRONICS N V | STMEF | 10,373 | $554,852 | 0.01% |
| 128 | VITA COCO CO INC | COCO | 28,020 | $549,752 | 0.01% |
| 129 | TYLER TECHNOLOGIES INC | TYL | 1,120 | $397,197 | 0.01% |
| 130 | CHEVRON CORP NEW | CVX | 1,880 | $306,741 | 0.01% |