13F HOLDINGS REPORT
AXIOM INVESTORS LLC /DE
Quarter ended Q3 2023 · Filed August 10, 2023 · Accession 0001109147-23-000004
Total Value
$6.72B
Positions
129
Other Managers
0
Confidential Omitted
No
Holdings (129)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 1,476,508 | $624.6M | 9.30% |
| 2 | MICROSOFT CORP | MSFT | 1,809,836 | $616.3M | 9.17% |
| 3 | SERVICENOW INC | NOW | 727,751 | $409.0M | 6.09% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 3,575,082 | $360.8M | 5.37% |
| 5 | LILLY ELI & CO | LLY | 647,316 | $303.6M | 4.52% |
| 6 | COPART INC | CPRT | 2,983,846 | $272.2M | 4.05% |
| 7 | MERCADOLIBRE INC | MELI | 213,666 | $253.1M | 3.77% |
| 8 | GARTNER INC | IT | 631,815 | $221.3M | 3.29% |
| 9 | GALLAGHER ARTHUR J & CO | 363576109 | 759,696 | $166.8M | 2.48% |
| 10 | HERSHEY CO | HSY | 601,064 | $150.1M | 2.23% |
| 11 | AMAZON COM INC | AMZN | 1,094,719 | $142.7M | 2.12% |
| 12 | TRIP COM GROUP LTD | TRPCF | 4,021,962 | $140.8M | 2.10% |
| 13 | COSTCO WHSL CORP NEW | 22160K105 | 255,395 | $137.5M | 2.05% |
| 14 | MSCI INC | MSCI | 289,752 | $136.0M | 2.02% |
| 15 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 1,165,463 | $131.8M | 1.96% |
| 16 | VISA INC | V | 551,410 | $130.9M | 1.95% |
| 17 | IDEXX LABS INC | 45168D104 | 259,351 | $130.3M | 1.94% |
| 18 | DANAHER CORPORATION | 235851102 | 495,150 | $118.8M | 1.77% |
| 19 | BOOZ ALLEN HAMILTON HLDG COR | BAH | 1,036,635 | $115.7M | 1.72% |
| 20 | APPLE INC | AAPL | 590,475 | $114.5M | 1.70% |
| 21 | UNITEDHEALTH GROUP INC | UNH | 235,638 | $113.3M | 1.69% |
| 22 | ALPHABET INC | GOOG | 835,561 | $100.0M | 1.49% |
| 23 | TE CONNECTIVITY LTD | TEL | 665,820 | $93.3M | 1.39% |
| 24 | BLACKSTONE INC | BX | 979,244 | $91.0M | 1.36% |
| 25 | BAIDU INC | BAIDF | 633,696 | $86.8M | 1.29% |
| 26 | ADOBE SYSTEMS INCORPORATED | ADBE | 177,232 | $86.7M | 1.29% |
| 27 | ZOETIS INC | ZTS | 441,913 | $76.1M | 1.13% |
| 28 | TESLA INC | TSLA | 287,286 | $75.2M | 1.12% |
| 29 | YUM CHINA HLDGS INC | YUMC | 1,283,980 | $72.5M | 1.08% |
| 30 | ASTRAZENECA PLC | AZN | 932,589 | $66.7M | 0.99% |
| 31 | LINDE PLC | LIN | 167,838 | $64.0M | 0.95% |
| 32 | UBER TECHNOLOGIES INC | UBER | 1,461,086 | $63.1M | 0.94% |
| 33 | AMERIPRISE FINL INC | 03076C106 | 179,030 | $59.5M | 0.89% |
| 34 | NU HLDGS LTD | NU | 7,273,660 | $57.4M | 0.85% |
| 35 | ELEVANCE HEALTH INC | ELV | 126,487 | $56.2M | 0.84% |
| 36 | KE HLDGS INC | BEKE | 3,720,810 | $55.3M | 0.82% |
| 37 | FTI CONSULTING INC | FCN | 258,608 | $49.2M | 0.73% |
| 38 | ALCON AG | ALC | 543,547 | $44.6M | 0.66% |
| 39 | LAUDER ESTEE COS INC | 518439104 | 189,543 | $37.2M | 0.55% |
| 40 | ALIBABA GROUP HLDG LTD | BBAAY | 441,000 | $36.8M | 0.55% |
| 41 | E L F BEAUTY INC | ELF | 311,500 | $35.6M | 0.53% |
| 42 | FOMENTO ECONOMICO MEXICANO S | 344419106 | 311,503 | $34.5M | 0.51% |
| 43 | PROLOGIS INC. | PLDGP | 277,982 | $34.1M | 0.51% |
| 44 | ICON PLC | ICLR | 135,543 | $33.9M | 0.50% |
| 45 | ISHARES TR | 46429B598 | 741,300 | $32.4M | 0.48% |
| 46 | PALO ALTO NETWORKS INC | PANW | 124,101 | $31.7M | 0.47% |
| 47 | ISHARES INC | 46434G103 | 596,600 | $29.4M | 0.44% |
| 48 | ALBEMARLE CORP | ALB-PA | 122,956 | $27.4M | 0.41% |
| 49 | BEIGENE LTD | BEIGF | 129,219 | $23.0M | 0.34% |
| 50 | PAGSEGURO DIGITAL LTD | PAGS | 2,261,960 | $21.4M | 0.32% |
| 51 | CHECK POINT SOFTWARE TECH LT | M22465104 | 154,487 | $19.4M | 0.29% |
| 52 | METTLER TOLEDO INTERNATIONAL | MTD | 13,998 | $18.4M | 0.27% |
| 53 | NICE LTD | NCSYF | 66,220 | $13.7M | 0.20% |
| 54 | HDFC BANK LTD | HDB | 177,880 | $12.4M | 0.18% |
| 55 | ISHARES TR | 46432F842 | 164,400 | $11.1M | 0.17% |
| 56 | INSPIRE MED SYS INC | 457730109 | 30,840 | $10.0M | 0.15% |
| 57 | SPS COMM INC | SPSC | 50,646 | $9.7M | 0.14% |
| 58 | COUPANG INC | CPNG | 555,200 | $9.7M | 0.14% |
| 59 | INMODE LTD | INMD | 244,500 | $9.1M | 0.14% |
| 60 | ISHARES TR | 46432F834 | 145,700 | $9.1M | 0.14% |
| 61 | LIVE NATION ENTERTAINMENT IN | LYV | 100,111 | $9.1M | 0.14% |
| 62 | ISHARES TR | 46429B614 | 141,300 | $8.2M | 0.12% |
| 63 | RAMBUS INC DEL | RMBS | 124,070 | $8.0M | 0.12% |
| 64 | IRIDIUM COMMUNICATIONS INC | IRDM | 128,095 | $8.0M | 0.12% |
| 65 | KINSALE CAP GROUP INC | 49714P108 | 21,184 | $7.9M | 0.12% |
| 66 | ENSIGN GROUP INC | ENSG | 81,793 | $7.8M | 0.12% |
| 67 | SEA LTD | SE | 129,530 | $7.5M | 0.11% |
| 68 | ALTAIR ENGR INC | 021369103 | 96,705 | $7.3M | 0.11% |
| 69 | ISHARES TR | 46434V423 | 176,700 | $7.3M | 0.11% |
| 70 | SIMPSON MFG INC | 829073105 | 49,319 | $6.8M | 0.10% |
| 71 | ARCOS DORADOS HOLDINGS INC | ARCO | 613,200 | $6.3M | 0.09% |
| 72 | MERIT MED SYS INC | 589889104 | 73,359 | $6.1M | 0.09% |
| 73 | EXPONENT INC | EXPO | 65,595 | $6.1M | 0.09% |
| 74 | NOVA MEASURING INSTRUMENTS L | NVMI | 51,545 | $6.0M | 0.09% |
| 75 | NOVANTA INC | NOVTU | 32,074 | $5.9M | 0.09% |
| 76 | FEDERAL SIGNAL CORP | FSS | 90,030 | $5.8M | 0.09% |
| 77 | SHOCKWAVE MED INC | 82489T104 | 19,527 | $5.6M | 0.08% |
| 78 | TREEHOUSE FOODS INC | 89469A104 | 83,665 | $4.2M | 0.06% |
| 79 | CRANE NXT CO | CXT | 73,275 | $4.1M | 0.06% |
| 80 | LANTHEUS HLDGS INC | LNTH | 47,469 | $4.0M | 0.06% |
| 81 | FERRARI N V | RACE | 11,628 | $3.8M | 0.06% |
| 82 | NAPCO SEC TECHNOLOGIES INC | 630402105 | 100,385 | $3.5M | 0.05% |
| 83 | TRANSMEDICS GROUP INC | TMDX | 41,380 | $3.5M | 0.05% |
| 84 | VITA COCO CO INC | COCO | 125,687 | $3.4M | 0.05% |
| 85 | AXCELIS TECHNOLOGIES INC | ACLS | 18,406 | $3.4M | 0.05% |
| 86 | WYNDHAM HOTELS & RESORTS INC | WH | 48,860 | $3.4M | 0.05% |
| 87 | WILLSCOT MOBIL MINI HLDNG CO | WSC | 68,872 | $3.3M | 0.05% |
| 88 | FOX FACTORY HLDG CORP | FOXF | 27,960 | $3.0M | 0.05% |
| 89 | OPTION CARE HEALTH INC | OPCH | 91,725 | $3.0M | 0.04% |
| 90 | CRANE COMPANY | CR | 32,408 | $2.9M | 0.04% |
| 91 | INSTALLED BLDG PRODS INC | 45780R101 | 20,140 | $2.8M | 0.04% |
| 92 | FLYWIRE CORPORATION | FLYW | 87,695 | $2.7M | 0.04% |
| 93 | RBC BEARINGS INC | RBC | 12,065 | $2.6M | 0.04% |
| 94 | ZETA GLOBAL HOLDINGS CORP | ZETA | 301,400 | $2.6M | 0.04% |
| 95 | AEHR TEST SYS | AEHR | 62,365 | $2.6M | 0.04% |
| 96 | SUPER MICRO COMPUTER INC | SMCI | 10,304 | $2.6M | 0.04% |
| 97 | TEXAS ROADHOUSE INC | TXRH | 22,316 | $2.5M | 0.04% |
| 98 | ACADIA HEALTHCARE COMPANY IN | ACHC | 30,854 | $2.5M | 0.04% |
| 99 | SILICON LABORATORIES INC | SLAB | 15,462 | $2.4M | 0.04% |
| 100 | MYR GROUP INC DEL | MYRG | 17,477 | $2.4M | 0.04% |
| 101 | APELLIS PHARMACEUTICALS INC | APLS | 25,795 | $2.3M | 0.03% |
| 102 | ICICI BANK LIMITED | IBN | 101,420 | $2.3M | 0.03% |
| 103 | MATADOR RES CO | MTDR | 44,715 | $2.3M | 0.03% |
| 104 | DUOLINGO INC | DUOL | 16,358 | $2.3M | 0.03% |
| 105 | ISHARES TR | 464287200 | 5,000 | $2.2M | 0.03% |
| 106 | AMN HEALTHCARE SVCS INC | 001744101 | 19,355 | $2.1M | 0.03% |
| 107 | SPROUT SOCIAL INC | SPT | 43,605 | $2.0M | 0.03% |
| 108 | BJS WHSL CLUB HLDGS INC | 05550J101 | 31,120 | $2.0M | 0.03% |
| 109 | EVOLENT HEALTH INC | EVH | 57,935 | $1.8M | 0.03% |
| 110 | BOOT BARN HLDGS INC | BOOT | 20,692 | $1.8M | 0.03% |
| 111 | ACV AUCTIONS INC | ACVA | 97,625 | $1.7M | 0.03% |
| 112 | HAMILTON LANE INC | HLNE | 20,647 | $1.7M | 0.02% |
| 113 | GENTHERM INC | THRM | 27,550 | $1.6M | 0.02% |
| 114 | NV5 GLOBAL INC | 62945V109 | 13,980 | $1.5M | 0.02% |
| 115 | AGILYSYS INC | AGYS | 22,540 | $1.5M | 0.02% |
| 116 | XPEL INC | XPEL | 16,475 | $1.4M | 0.02% |
| 117 | CACTUS INC | WHD | 32,285 | $1.4M | 0.02% |
| 118 | STIFEL FINL CORP | 860630102 | 19,455 | $1.2M | 0.02% |
| 119 | HALOZYME THERAPEUTICS INC | HALO | 27,055 | $975,874 | 0.01% |
| 120 | CADENCE DESIGN SYSTEM INC | CDNS | 3,538 | $829,732 | 0.01% |
| 121 | SUPERNUS PHARMACEUTICALS INC | SUPN | 23,900 | $718,434 | 0.01% |
| 122 | UNITED THERAPEUTICS CORP DEL | UTHR | 3,196 | $705,517 | 0.01% |
| 123 | MCDONALDS CORP | MCD | 2,218 | $661,873 | 0.01% |
| 124 | SYNDAX PHARMACEUTICALS INC | SNDX | 30,110 | $630,202 | 0.01% |
| 125 | STMICROELECTRONICS N V | STMEF | 10,373 | $518,546 | 0.01% |
| 126 | TYLER TECHNOLOGIES INC | TYL | 1,120 | $466,446 | 0.01% |
| 127 | PAGERDUTY INC | PD | 20,260 | $455,445 | 0.01% |
| 128 | ROLLINS INC | ROL | 3,600 | $154,188 | 0.00% |
| 129 | ADVANCED MICRO DEVICES INC | AMD | 1,196 | $136,236 | 0.00% |