13F HOLDINGS REPORT
AXIOM INVESTORS LLC /DE
Quarter ended Q4 2023 · Filed November 13, 2023 · Accession 0001109147-23-000005
Total Value
$6.95B
Positions
132
Other Managers
0
Confidential Omitted
No
Holdings (132)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 1,555,589 | $676.7M | 9.73% |
| 2 | MICROSOFT CORP | MSFT | 1,871,885 | $591.0M | 8.50% |
| 3 | SERVICENOW INC | NOW | 760,904 | $425.3M | 6.12% |
| 4 | AMAZON COM INC | AMZN | 2,951,980 | $375.3M | 5.40% |
| 5 | LILLY ELI & CO | LLY | 649,694 | $349.0M | 5.02% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 3,552,767 | $308.7M | 4.44% |
| 7 | MERCADOLIBRE INC | MELI | 233,584 | $296.2M | 4.26% |
| 8 | COPART INC | CPRT | 6,162,631 | $265.5M | 3.82% |
| 9 | GARTNER INC | IT | 603,410 | $207.3M | 2.98% |
| 10 | CADENCE DESIGN SYSTEM INC | CDNS | 767,084 | $179.7M | 2.59% |
| 11 | COSTCO WHSL CORP NEW | 22160K105 | 316,867 | $179.0M | 2.57% |
| 12 | GALLAGHER ARTHUR J & CO | 363576109 | 748,267 | $170.6M | 2.45% |
| 13 | TRIP COM GROUP LTD | TRPCF | 3,944,218 | $137.9M | 1.98% |
| 14 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 1,196,582 | $131.6M | 1.89% |
| 15 | UNITEDHEALTH GROUP INC | UNH | 253,401 | $127.8M | 1.84% |
| 16 | VISA INC | V | 542,910 | $124.9M | 1.80% |
| 17 | ALPHABET INC | GOOG | 939,155 | $122.9M | 1.77% |
| 18 | BOOZ ALLEN HAMILTON HLDG COR | BAH | 1,083,300 | $118.4M | 1.70% |
| 19 | BLACKSTONE INC | BX | 1,080,174 | $115.7M | 1.66% |
| 20 | DANAHER CORPORATION | 235851102 | 465,314 | $115.4M | 1.66% |
| 21 | ADOBE SYSTEMS INCORPORATED | ADBE | 213,823 | $109.0M | 1.57% |
| 22 | APPLE INC | AAPL | 631,853 | $108.2M | 1.56% |
| 23 | NU HLDGS LTD | NU | 11,889,080 | $86.2M | 1.24% |
| 24 | MSCI INC | MSCI | 167,683 | $86.0M | 1.24% |
| 25 | TE CONNECTIVITY LTD | TEL | 656,106 | $81.0M | 1.17% |
| 26 | YUM CHINA HLDGS INC | YUMC | 1,407,670 | $78.4M | 1.13% |
| 27 | ZOETIS INC | ZTS | 436,015 | $75.9M | 1.09% |
| 28 | FOMENTO ECONOMICO MEXICANO S | 344419106 | 672,201 | $73.4M | 1.06% |
| 29 | UBER TECHNOLOGIES INC | UBER | 1,528,926 | $70.3M | 1.01% |
| 30 | BAIDU INC | BAIDF | 499,218 | $67.1M | 0.96% |
| 31 | TESLA INC | TSLA | 256,293 | $64.1M | 0.92% |
| 32 | LINDE PLC | LIN | 168,392 | $62.7M | 0.90% |
| 33 | AMERIPRISE FINL INC | 03076C106 | 176,222 | $58.1M | 0.84% |
| 34 | IDEXX LABS INC | 45168D104 | 129,933 | $56.8M | 0.82% |
| 35 | E L F BEAUTY INC | ELF | 485,350 | $53.3M | 0.77% |
| 36 | ELEVANCE HEALTH INC | ELV | 114,060 | $49.7M | 0.71% |
| 37 | PALO ALTO NETWORKS INC | PANW | 208,500 | $48.9M | 0.70% |
| 38 | KE HLDGS INC | BEKE | 2,882,300 | $44.7M | 0.64% |
| 39 | FTI CONSULTING INC | FCN | 244,104 | $43.6M | 0.63% |
| 40 | ALCON AG | ALC | 535,640 | $41.3M | 0.59% |
| 41 | CEMEX SAB DE CV | CXMSF | 6,046,050 | $39.3M | 0.57% |
| 42 | CINTAS CORP | CTAS | 78,749 | $37.9M | 0.54% |
| 43 | ISHARES TR | 46429B598 | 832,700 | $36.8M | 0.53% |
| 44 | ALIBABA GROUP HLDG LTD | BBAAY | 416,281 | $36.1M | 0.52% |
| 45 | ICON PLC | ICLR | 144,847 | $35.7M | 0.51% |
| 46 | PROLOGIS INC. | PLDGP | 274,266 | $30.8M | 0.44% |
| 47 | ISHARES INC | 46434G103 | 545,200 | $25.9M | 0.37% |
| 48 | MINISO GROUP HLDG LTD | MSOGF | 777,600 | $20.1M | 0.29% |
| 49 | BEIGENE LTD | BEIGF | 87,729 | $15.8M | 0.23% |
| 50 | ISHARES TR | 46432F842 | 237,500 | $15.3M | 0.22% |
| 51 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 219,050 | $14.8M | 0.21% |
| 52 | COUPANG INC | CPNG | 640,125 | $10.9M | 0.16% |
| 53 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 253,490 | $10.3M | 0.15% |
| 54 | ISHARES TR | 46429B614 | 141,300 | $8.9M | 0.13% |
| 55 | FERRARI N V | RACE | 28,689 | $8.5M | 0.12% |
| 56 | KINSALE CAP GROUP INC | 49714P108 | 20,407 | $8.5M | 0.12% |
| 57 | LIVE NATION ENTERTAINMENT IN | LYV | 98,620 | $8.2M | 0.12% |
| 58 | ARCOS DORADOS HOLDINGS INC | ARCO | 863,610 | $8.2M | 0.12% |
| 59 | ISHARES TR | 46432F834 | 135,900 | $8.2M | 0.12% |
| 60 | SPS COMM INC | SPSC | 46,136 | $7.9M | 0.11% |
| 61 | HDFC BANK LTD | HDB | 129,670 | $7.7M | 0.11% |
| 62 | NICE LTD | NCSYF | 43,970 | $7.5M | 0.11% |
| 63 | ENSIGN GROUP INC | ENSG | 77,168 | $7.2M | 0.10% |
| 64 | SIMPSON MFG INC | 829073105 | 46,637 | $7.0M | 0.10% |
| 65 | ISHARES TR | 46434V423 | 174,500 | $6.8M | 0.10% |
| 66 | NOVA MEASURING INSTRUMENTS L | NVMI | 47,815 | $5.4M | 0.08% |
| 67 | RAMBUS INC DEL | RMBS | 95,678 | $5.3M | 0.08% |
| 68 | OPTION CARE HEALTH INC | OPCH | 163,475 | $5.3M | 0.08% |
| 69 | FEDERAL SIGNAL CORP | FSS | 82,700 | $4.9M | 0.07% |
| 70 | EXPONENT INC | EXPO | 55,208 | $4.7M | 0.07% |
| 71 | ICICI BANK LIMITED | IBN | 186,620 | $4.3M | 0.06% |
| 72 | CRANE NXT CO | CXT | 76,330 | $4.2M | 0.06% |
| 73 | INSTALLED BLDG PRODS INC | 45780R101 | 33,471 | $4.2M | 0.06% |
| 74 | NOVANTA INC | NOVTU | 27,567 | $4.0M | 0.06% |
| 75 | TREEHOUSE FOODS INC | 89469A104 | 90,335 | $3.9M | 0.06% |
| 76 | ALTAIR ENGR INC | 021369103 | 62,590 | $3.9M | 0.06% |
| 77 | HAMILTON LANE INC | HLNE | 41,618 | $3.8M | 0.05% |
| 78 | INSPIRE MED SYS INC | 457730109 | 18,772 | $3.7M | 0.05% |
| 79 | PROS HOLDINGS INC | 74346Y103 | 106,075 | $3.7M | 0.05% |
| 80 | IRIDIUM COMMUNICATIONS INC | IRDM | 80,240 | $3.7M | 0.05% |
| 81 | MODINE MFG CO | 607828100 | 72,975 | $3.3M | 0.05% |
| 82 | RBC BEARINGS INC | RBC | 14,249 | $3.3M | 0.05% |
| 83 | SUPER MICRO COMPUTER INC | SMCI | 11,830 | $3.2M | 0.05% |
| 84 | REMITLY GLOBAL INC | RELY | 124,115 | $3.1M | 0.05% |
| 85 | CRANE COMPANY | CR | 35,185 | $3.1M | 0.04% |
| 86 | MERIT MED SYS INC | 589889104 | 45,284 | $3.1M | 0.04% |
| 87 | MATADOR RES CO | MTDR | 50,985 | $3.0M | 0.04% |
| 88 | AXCELIS TECHNOLOGIES INC | ACLS | 17,384 | $2.8M | 0.04% |
| 89 | BOOT BARN HLDGS INC | BOOT | 34,485 | $2.8M | 0.04% |
| 90 | FLYWIRE CORPORATION | FLYW | 86,430 | $2.8M | 0.04% |
| 91 | WILLSCOT MOBIL MINI HLDNG CO | WSC | 66,059 | $2.7M | 0.04% |
| 92 | TRANSMEDICS GROUP INC | TMDX | 45,721 | $2.5M | 0.04% |
| 93 | FTAI AVIATION LTD | FTAIN | 67,180 | $2.4M | 0.03% |
| 94 | LANTHEUS HLDGS INC | LNTH | 33,640 | $2.3M | 0.03% |
| 95 | COPA HOLDINGS SA | CPA | 25,889 | $2.3M | 0.03% |
| 96 | MYR GROUP INC DEL | MYRG | 17,077 | $2.3M | 0.03% |
| 97 | WYNDHAM HOTELS & RESORTS INC | WH | 32,275 | $2.2M | 0.03% |
| 98 | DUOLINGO INC | DUOL | 13,374 | $2.2M | 0.03% |
| 99 | VITA COCO CO INC | COCO | 80,260 | $2.1M | 0.03% |
| 100 | ACV AUCTIONS INC | ACVA | 133,700 | $2.0M | 0.03% |
| 101 | CACTUS INC | WHD | 39,625 | $2.0M | 0.03% |
| 102 | STIFEL FINL CORP | 860630102 | 30,650 | $1.9M | 0.03% |
| 103 | FOX FACTORY HLDG CORP | FOXF | 18,720 | $1.9M | 0.03% |
| 104 | SPROUT SOCIAL INC | SPT | 35,365 | $1.8M | 0.03% |
| 105 | TEXAS ROADHOUSE INC | TXRH | 16,791 | $1.6M | 0.02% |
| 106 | ISHARES TR | 464287200 | 3,500 | $1.5M | 0.02% |
| 107 | META PLATFORMS INC | META | 4,837 | $1.5M | 0.02% |
| 108 | CAMTEK LTD | CAMT | 23,243 | $1.4M | 0.02% |
| 109 | ZETA GLOBAL HOLDINGS CORP | ZETA | 170,405 | $1.4M | 0.02% |
| 110 | SHOCKWAVE MED INC | 82489T104 | 7,090 | $1.4M | 0.02% |
| 111 | AEROVIRONMENT INC | AVAV | 11,930 | $1.3M | 0.02% |
| 112 | AEHR TEST SYS | AEHR | 28,140 | $1.3M | 0.02% |
| 113 | EVOLENT HEALTH INC | EVH | 44,760 | $1.2M | 0.02% |
| 114 | HALOZYME THERAPEUTICS INC | HALO | 31,715 | $1.2M | 0.02% |
| 115 | ACADIA HEALTHCARE COMPANY IN | ACHC | 15,230 | $1.1M | 0.02% |
| 116 | UNITED THERAPEUTICS CORP DEL | UTHR | 4,425 | $999,475 | 0.01% |
| 117 | EVOLV TECHNOLOGIES HLDNGS IN | EVLVW | 190,155 | $924,153 | 0.01% |
| 118 | XPEL INC | XPEL | 11,225 | $865,560 | 0.01% |
| 119 | MCDONALDS CORP | MCD | 3,140 | $827,202 | 0.01% |
| 120 | AGILYSYS INC | AGYS | 11,125 | $736,030 | 0.01% |
| 121 | ASTRAZENECA PLC | AZN | 10,600 | $717,832 | 0.01% |
| 122 | INMODE LTD | INMD | 22,920 | $698,143 | 0.01% |
| 123 | DIGI INTL INC | 253798102 | 23,695 | $639,765 | 0.01% |
| 124 | AMN HEALTHCARE SVCS INC | 001744101 | 6,395 | $544,726 | 0.01% |
| 125 | INFOSYS LTD | INFY | 27,400 | $468,814 | 0.01% |
| 126 | TYLER TECHNOLOGIES INC | TYL | 1,002 | $386,912 | 0.01% |
| 127 | SUPERNUS PHARMACEUTICALS INC | SUPN | 13,615 | $375,366 | 0.01% |
| 128 | ROLLINS INC | ROL | 7,500 | $279,975 | 0.00% |
| 129 | APELLIS PHARMACEUTICALS INC | APLS | 7,031 | $267,459 | 0.00% |
| 130 | ADVANCED MICRO DEVICES INC | AMD | 1,800 | $185,076 | 0.00% |
| 131 | SHOPIFY INC | SHOP | 2,890 | $157,707 | 0.00% |
| 132 | SYNDAX PHARMACEUTICALS INC | SNDX | 10,820 | $157,106 | 0.00% |