13F HOLDINGS REPORT
AXIOM INVESTORS LLC /DE
Quarter ended Q1 2024 · Filed May 13, 2024 · Accession 0001109147-24-000003
Total Value
$11.46B
Positions
137
Other Managers
0
Confidential Omitted
No
Holdings (137)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 1,672,494 | $1.51B | 13.19% |
| 2 | MICROSOFT CORP | MSFT | 2,240,414 | $942.6M | 8.23% |
| 3 | AMAZON COM INC | AMZN | 4,346,830 | $784.1M | 6.84% |
| 4 | META PLATFORMS INC | META | 1,360,882 | $660.8M | 5.77% |
| 5 | MERCADOLIBRE INC | MELI | 303,823 | $459.4M | 4.01% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,925,980 | $398.1M | 3.47% |
| 7 | LILLY ELI & CO | LLY | 490,754 | $381.8M | 3.33% |
| 8 | NETEASE INC | NETTF | 577,203 | $350.6M | 3.06% |
| 9 | SERVICENOW INC | NOW | 458,297 | $349.4M | 3.05% |
| 10 | GARTNER INC | IT | 714,644 | $340.6M | 2.97% |
| 11 | CADENCE DESIGN SYSTEM INC | CDNS | 999,458 | $311.1M | 2.72% |
| 12 | ALPHABET INC | GOOG | 1,748,936 | $264.0M | 2.30% |
| 13 | COSTCO WHSL CORP NEW | 22160K105 | 355,853 | $260.7M | 2.28% |
| 14 | BLACKSTONE INC | BX | 1,675,278 | $220.1M | 1.92% |
| 15 | VISA INC | V | 767,194 | $214.1M | 1.87% |
| 16 | BOOZ ALLEN HAMILTON HLDG COR | BAH | 1,271,955 | $188.8M | 1.65% |
| 17 | UBER TECHNOLOGIES INC | UBER | 2,440,351 | $187.9M | 1.64% |
| 18 | COPART INC | CPRT | 3,036,671 | $175.9M | 1.53% |
| 19 | TOPBUILD CORP | BLD | 395,473 | $174.3M | 1.52% |
| 20 | TRADEWEB MKTS INC | 892672106 | 1,612,046 | $167.9M | 1.47% |
| 21 | ADOBE SYSTEMS INCORPORATED | ADBE | 332,026 | $167.5M | 1.46% |
| 22 | DANAHER CORPORATION | 235851102 | 597,402 | $149.2M | 1.30% |
| 23 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 966,554 | $132.8M | 1.16% |
| 24 | CINTAS CORP | CTAS | 180,222 | $123.8M | 1.08% |
| 25 | GALLAGHER ARTHUR J & CO | 363576109 | 439,156 | $109.8M | 0.96% |
| 26 | AMERIPRISE FINL INC | 03076C106 | 243,533 | $106.8M | 0.93% |
| 27 | E L F BEAUTY INC | ELF | 544,354 | $106.7M | 0.93% |
| 28 | PALO ALTO NETWORKS INC | PANW | 364,136 | $103.5M | 0.90% |
| 29 | NU HLDGS LTD | NU | 8,570,680 | $102.2M | 0.89% |
| 30 | FOMENTO ECONOMICO MEXICANO S | 344419106 | 701,633 | $91.4M | 0.80% |
| 31 | MONGODB INC | MDB | 247,275 | $88.7M | 0.77% |
| 32 | ZOETIS INC | ZTS | 473,165 | $80.1M | 0.70% |
| 33 | TRIP COM GROUP LTD | TRPCF | 1,784,180 | $78.3M | 0.68% |
| 34 | PROLOGIS INC. | PLDGP | 565,495 | $73.6M | 0.64% |
| 35 | ELEVANCE HEALTH INC | ELV | 138,350 | $71.7M | 0.63% |
| 36 | APPLE INC | AAPL | 368,356 | $63.2M | 0.55% |
| 37 | CEMEX SAB DE CV | CXMSF | 6,516,800 | $58.7M | 0.51% |
| 38 | ISHARES TR | 46429B598 | 1,110,000 | $57.3M | 0.50% |
| 39 | SHOPIFY INC | SHOP | 730,644 | $56.4M | 0.49% |
| 40 | ICON PLC | ICLR | 152,266 | $51.2M | 0.45% |
| 41 | LIVE NATION ENTERTAINMENT IN | LYV | 472,835 | $50.0M | 0.44% |
| 42 | LINDE PLC | LIN | 102,655 | $47.7M | 0.42% |
| 43 | TE CONNECTIVITY LTD | TEL | 308,933 | $44.9M | 0.39% |
| 44 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 581,050 | $42.6M | 0.37% |
| 45 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 485,060 | $42.1M | 0.37% |
| 46 | STARBUCKS CORP | SBUX | 421,185 | $38.5M | 0.34% |
| 47 | IDEXX LABS INC | 45168D104 | 59,677 | $32.2M | 0.28% |
| 48 | TENCENT MUSIC ENTMT GROUP | XHLD | 2,818,900 | $31.5M | 0.28% |
| 49 | ISHARES INC | 46434G103 | 559,700 | $28.9M | 0.25% |
| 50 | ISHARES TR | 46432F842 | 380,600 | $28.2M | 0.25% |
| 51 | INSTALLED BLDG PRODS INC | 45780R101 | 101,684 | $26.3M | 0.23% |
| 52 | NOVA MEASURING INSTRUMENTS L | NVMI | 134,739 | $23.9M | 0.21% |
| 53 | FTAI AVIATION LTD | FTAIN | 345,905 | $23.3M | 0.20% |
| 54 | ENSIGN GROUP INC | ENSG | 183,443 | $22.8M | 0.20% |
| 55 | PARSONS CORP DEL | PSN | 268,805 | $22.3M | 0.19% |
| 56 | TESLA INC | TSLA | 125,210 | $22.0M | 0.19% |
| 57 | KINSALE CAP GROUP INC | 49714P108 | 40,941 | $21.5M | 0.19% |
| 58 | MODINE MFG CO | 607828100 | 223,060 | $21.2M | 0.19% |
| 59 | SPS COMM INC | SPSC | 113,191 | $20.9M | 0.18% |
| 60 | CAMTEK LTD | CAMT | 245,671 | $20.6M | 0.18% |
| 61 | RAMBUS INC DEL | RMBS | 317,766 | $19.6M | 0.17% |
| 62 | FEDERAL SIGNAL CORP | FSS | 225,905 | $19.2M | 0.17% |
| 63 | CELESTICA INC | CLS | 425,730 | $19.1M | 0.17% |
| 64 | CRANE COMPANY | CR | 140,672 | $19.0M | 0.17% |
| 65 | XP INC | XP | 722,550 | $18.5M | 0.16% |
| 66 | NICE LTD | NCSYF | 70,174 | $18.3M | 0.16% |
| 67 | AEROVIRONMENT INC | AVAV | 114,608 | $17.6M | 0.15% |
| 68 | SIMPSON MFG INC | 829073105 | 83,990 | $17.2M | 0.15% |
| 69 | AZEK CO INC | 05478C105 | 342,628 | $17.2M | 0.15% |
| 70 | HAMILTON LANE INC | HLNE | 148,880 | $16.8M | 0.15% |
| 71 | WINGSTOP INC | WING | 44,471 | $16.3M | 0.14% |
| 72 | TEXAS ROADHOUSE INC | TXRH | 99,363 | $15.3M | 0.13% |
| 73 | STIFEL FINL CORP | 860630102 | 196,305 | $15.3M | 0.13% |
| 74 | CASEYS GEN STORES INC | 147528103 | 46,648 | $14.9M | 0.13% |
| 75 | SUPER MICRO COMPUTER INC | SMCI | 14,262 | $14.4M | 0.13% |
| 76 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 193,920 | $13.8M | 0.12% |
| 77 | DREAM FINDERS HOMES INC | DFH | 304,425 | $13.3M | 0.12% |
| 78 | PROS HOLDINGS INC | 74346Y103 | 362,721 | $13.2M | 0.12% |
| 79 | VARONIS SYS INC | VRNS | 278,925 | $13.2M | 0.11% |
| 80 | VERTEX INC | VERX | 398,873 | $12.7M | 0.11% |
| 81 | FIRSTCASH HOLDINGS INC | FCFS | 96,132 | $12.3M | 0.11% |
| 82 | BBB FOODS INC | TBBB | 510,952 | $12.2M | 0.11% |
| 83 | FERRARI N V | RACE | 27,856 | $12.1M | 0.11% |
| 84 | ARCOS DORADOS HOLDINGS INC | ARCO | 953,700 | $10.6M | 0.09% |
| 85 | ISHARES TR | 464287648 | 38,300 | $10.4M | 0.09% |
| 86 | ICICI BANK LIMITED | IBN | 387,300 | $10.2M | 0.09% |
| 87 | ALTAIR ENGR INC | 021369103 | 118,705 | $10.2M | 0.09% |
| 88 | MATADOR RES CO | MTDR | 150,315 | $10.0M | 0.09% |
| 89 | FTI CONSULTING INC | FCN | 44,682 | $9.4M | 0.08% |
| 90 | WILLSCOT MOBIL MINI HLDNG CO | WSC | 198,955 | $9.3M | 0.08% |
| 91 | RBC BEARINGS INC | RBC | 34,184 | $9.2M | 0.08% |
| 92 | FORTREA HLDGS INC | FTRE | 228,680 | $9.2M | 0.08% |
| 93 | REPLIGEN CORP | RGEN | 48,162 | $8.9M | 0.08% |
| 94 | NOVANTA INC | NOVTU | 50,013 | $8.7M | 0.08% |
| 95 | WYNDHAM HOTELS & RESORTS INC | WH | 110,990 | $8.5M | 0.07% |
| 96 | CLEARWATER ANALYTICS HLDGS I | CWAN | 477,890 | $8.5M | 0.07% |
| 97 | MERIT MED SYS INC | 589889104 | 109,610 | $8.3M | 0.07% |
| 98 | OPTION CARE HEALTH INC | OPCH | 244,650 | $8.2M | 0.07% |
| 99 | CRANE NXT CO | CXT | 122,558 | $7.6M | 0.07% |
| 100 | MYR GROUP INC DEL | MYRG | 36,945 | $6.5M | 0.06% |
| 101 | GLOBANT S A | GLOB | 29,152 | $5.9M | 0.05% |
| 102 | EMBRAER S.A. | EMBJ | 216,100 | $5.8M | 0.05% |
| 103 | REMITLY GLOBAL INC | RELY | 276,250 | $5.7M | 0.05% |
| 104 | MINISO GROUP HLDG LTD | MSOGF | 273,690 | $5.6M | 0.05% |
| 105 | DUOLINGO INC | DUOL | 25,339 | $5.6M | 0.05% |
| 106 | TRANSMEDICS GROUP INC | TMDX | 71,845 | $5.3M | 0.05% |
| 107 | CACTUS INC | WHD | 101,915 | $5.1M | 0.04% |
| 108 | EXPONENT INC | EXPO | 59,369 | $4.9M | 0.04% |
| 109 | ACV AUCTIONS INC | ACVA | 258,885 | $4.9M | 0.04% |
| 110 | EVOLENT HEALTH INC | EVH | 137,425 | $4.5M | 0.04% |
| 111 | AGILYSYS INC | AGYS | 50,645 | $4.3M | 0.04% |
| 112 | BLUEPRINT MEDICINES CORP | 09627Y109 | 44,270 | $4.2M | 0.04% |
| 113 | CADRE HLDGS INC | CDRE | 112,415 | $4.1M | 0.04% |
| 114 | PDD HOLDINGS INC | PDD | 34,436 | $4.0M | 0.03% |
| 115 | Q2 HLDGS INC | QTWO | 71,150 | $3.7M | 0.03% |
| 116 | ISHARES TR | 46432F834 | 51,200 | $3.5M | 0.03% |
| 117 | ZETA GLOBAL HOLDINGS CORP | ZETA | 315,030 | $3.4M | 0.03% |
| 118 | FLYWIRE CORPORATION | FLYW | 136,770 | $3.4M | 0.03% |
| 119 | ISHARES TR | 46434V423 | 70,400 | $3.1M | 0.03% |
| 120 | APELLIS PHARMACEUTICALS INC | APLS | 50,770 | $3.0M | 0.03% |
| 121 | UNITED THERAPEUTICS CORP DEL | UTHR | 12,914 | $3.0M | 0.03% |
| 122 | INTRA-CELLULAR THERAPIES INC | 46116X101 | 38,845 | $2.7M | 0.02% |
| 123 | QUALYS INC | QLYS | 16,104 | $2.7M | 0.02% |
| 124 | SYNDAX PHARMACEUTICALS INC | SNDX | 94,065 | $2.2M | 0.02% |
| 125 | FRANKLIN TEMPLETON ETF TR | FGDL | 60,600 | $2.2M | 0.02% |
| 126 | TREX CO INC | TREX | 21,955 | $2.2M | 0.02% |
| 127 | ISHARES TR | 464287200 | 4,100 | $2.2M | 0.02% |
| 128 | SUPERNUS PHARMACEUTICALS INC | SUPN | 54,235 | $1.8M | 0.02% |
| 129 | BROADCOM INC | AVGO | 1,352 | $1.8M | 0.02% |
| 130 | INSMED INC | INSM | 64,051 | $1.7M | 0.02% |
| 131 | COHERENT CORP | COHR | 26,186 | $1.6M | 0.01% |
| 132 | HDFC BANK LTD | HDB | 10,300 | $576,491 | 0.01% |
| 133 | ROLLINS INC | ROL | 7,500 | $347,025 | 0.00% |
| 134 | ADVANCED MICRO DEVICES INC | AMD | 1,420 | $256,296 | 0.00% |
| 135 | TYLER TECHNOLOGIES INC | TYL | 520 | $221,005 | 0.00% |
| 136 | MCDONALDS CORP | MCD | 669 | $188,625 | 0.00% |
| 137 | EQUINIX INC | EQIX | 173 | $142,782 | 0.00% |