13F HOLDINGS REPORT
AXIOM INVESTORS LLC /DE
Quarter ended Q2 2024 · Filed August 13, 2024 · Accession 0001109147-24-000005
Total Value
$11.47B
Positions
128
Other Managers
0
Confidential Omitted
No
Holdings (128)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 12,854,018 | $1.59B | 13.84% |
| 2 | MICROSOFT CORP | MSFT | 2,235,024 | $998.9M | 8.71% |
| 3 | AMAZON COM INC | AMZN | 4,581,667 | $885.4M | 7.72% |
| 4 | META PLATFORMS INC | META | 1,484,346 | $748.4M | 6.52% |
| 5 | ALPHABET INC | GOOG | 2,851,577 | $519.4M | 4.53% |
| 6 | NETFLIX INC | NFLX | 673,833 | $454.8M | 3.96% |
| 7 | MERCADOLIBRE INC | MELI | 263,664 | $433.3M | 3.78% |
| 8 | LILLY ELI & CO | LLY | 454,131 | $411.2M | 3.58% |
| 9 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,230,761 | $387.7M | 3.38% |
| 10 | COSTCO WHSL CORP NEW | 22160K105 | 438,961 | $373.1M | 3.25% |
| 11 | APPLE INC | AAPL | 1,368,678 | $288.3M | 2.51% |
| 12 | CADENCE DESIGN SYSTEM INC | CDNS | 898,401 | $276.5M | 2.41% |
| 13 | VERTIV HOLDINGS CO | VRT | 2,556,969 | $221.4M | 1.93% |
| 14 | TRADEWEB MKTS INC | 892672106 | 2,067,167 | $219.1M | 1.91% |
| 15 | BOOZ ALLEN HAMILTON HLDG COR | BAH | 1,338,420 | $206.0M | 1.80% |
| 16 | VISA INC | V | 721,747 | $189.4M | 1.65% |
| 17 | SERVICENOW INC | NOW | 233,344 | $183.6M | 1.60% |
| 18 | GARTNER INC | IT | 383,775 | $172.3M | 1.50% |
| 19 | BLACKSTONE INC | BX | 1,162,556 | $143.9M | 1.25% |
| 20 | DANAHER CORPORATION | 235851102 | 567,281 | $141.7M | 1.24% |
| 21 | UBER TECHNOLOGIES INC | UBER | 1,932,919 | $140.5M | 1.22% |
| 22 | CINTAS CORP | CTAS | 185,483 | $129.9M | 1.13% |
| 23 | NU HLDGS LTD | NU | 8,155,480 | $105.1M | 0.92% |
| 24 | TOPBUILD CORP | BLD | 261,453 | $100.7M | 0.88% |
| 25 | AMERIPRISE FINL INC | 03076C106 | 231,285 | $98.8M | 0.86% |
| 26 | MICRON TECHNOLOGY INC | MU | 621,375 | $81.7M | 0.71% |
| 27 | ADOBE SYSTEMS INCORPORATED | ADBE | 139,785 | $77.7M | 0.68% |
| 28 | FOMENTO ECONOMICO MEXICANO S | 344419106 | 671,463 | $72.3M | 0.63% |
| 29 | E L F BEAUTY INC | ELF | 341,971 | $72.1M | 0.63% |
| 30 | CELESTICA INC | CLS | 1,145,245 | $65.7M | 0.57% |
| 31 | TENCENT MUSIC ENTMT GROUP | XHLD | 4,638,430 | $65.2M | 0.57% |
| 32 | ELEVANCE HEALTH INC | ELV | 119,739 | $64.9M | 0.57% |
| 33 | ZOETIS INC | ZTS | 369,089 | $64.0M | 0.56% |
| 34 | PROLOGIS INC. | PLDGP | 536,635 | $60.3M | 0.53% |
| 35 | GALLAGHER ARTHUR J & CO | 363576109 | 225,352 | $58.4M | 0.51% |
| 36 | ISHARES TR | 46429B598 | 1,038,600 | $57.9M | 0.50% |
| 37 | ICON PLC | ICLR | 170,853 | $53.6M | 0.47% |
| 38 | LIVE NATION ENTERTAINMENT IN | LYV | 536,417 | $50.3M | 0.44% |
| 39 | TRIP COM GROUP LTD | TRPCF | 1,010,390 | $47.5M | 0.41% |
| 40 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 545,378 | $45.9M | 0.40% |
| 41 | CEMEX SAB DE CV | CXMSF | 6,393,900 | $40.9M | 0.36% |
| 42 | CAMTEK LTD | CAMT | 304,173 | $38.1M | 0.33% |
| 43 | ICICI BANK LIMITED | IBN | 1,266,390 | $36.5M | 0.32% |
| 44 | LINDE PLC | LIN | 80,138 | $35.2M | 0.31% |
| 45 | PALO ALTO NETWORKS INC | PANW | 103,700 | $35.2M | 0.31% |
| 46 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 440,768 | $34.3M | 0.30% |
| 47 | BBB FOODS INC | TBBB | 1,367,018 | $32.6M | 0.28% |
| 48 | TE CONNECTIVITY LTD | TEL | 211,630 | $31.8M | 0.28% |
| 49 | COPART INC | CPRT | 563,024 | $30.5M | 0.27% |
| 50 | NOVA MEASURING INSTRUMENTS L | NVMI | 119,592 | $28.0M | 0.24% |
| 51 | VISTA ENERGY S.A.B. DE C.V. | VSOGF | 580,420 | $26.4M | 0.23% |
| 52 | FTAI AVIATION LTD | FTAIN | 240,000 | $24.8M | 0.22% |
| 53 | MODINE MFG CO | 607828100 | 234,720 | $23.5M | 0.20% |
| 54 | CASEYS GEN STORES INC | 147528103 | 61,302 | $23.4M | 0.20% |
| 55 | PARSONS CORP DEL | PSN | 282,548 | $23.1M | 0.20% |
| 56 | CRANE COMPANY | CR | 156,741 | $22.7M | 0.20% |
| 57 | ENSIGN GROUP INC | ENSG | 183,691 | $22.7M | 0.20% |
| 58 | AEROVIRONMENT INC | AVAV | 117,691 | $21.4M | 0.19% |
| 59 | ISHARES TR | 46432F842 | 288,600 | $21.0M | 0.18% |
| 60 | HAMILTON LANE INC | HLNE | 168,505 | $20.8M | 0.18% |
| 61 | FEDERAL SIGNAL CORP | FSS | 231,860 | $19.4M | 0.17% |
| 62 | Q2 HLDGS INC | QTWO | 319,198 | $19.3M | 0.17% |
| 63 | STIFEL FINL CORP | 860630102 | 225,258 | $19.0M | 0.17% |
| 64 | RAMBUS INC DEL | RMBS | 314,864 | $18.5M | 0.16% |
| 65 | SPS COMM INC | SPSC | 91,215 | $17.2M | 0.15% |
| 66 | VERTEX INC | VERX | 475,260 | $17.1M | 0.15% |
| 67 | TEXAS ROADHOUSE INC | TXRH | 98,896 | $17.0M | 0.15% |
| 68 | TESLA INC | TSLA | 84,798 | $16.8M | 0.15% |
| 69 | WINGSTOP INC | WING | 38,225 | $16.2M | 0.14% |
| 70 | SPX TECHNOLOGIES INC | SPXC | 104,616 | $14.9M | 0.13% |
| 71 | SPROUTS FMRS MKT INC | 85208M102 | 172,423 | $14.4M | 0.13% |
| 72 | MERIT MED SYS INC | 589889104 | 165,371 | $14.2M | 0.12% |
| 73 | ISHARES TR | 464287648 | 52,100 | $13.7M | 0.12% |
| 74 | TRANSMEDICS GROUP INC | TMDX | 90,635 | $13.7M | 0.12% |
| 75 | FTI CONSULTING INC | FCN | 60,925 | $13.1M | 0.11% |
| 76 | INSTALLED BLDG PRODS INC | 45780R101 | 63,580 | $13.1M | 0.11% |
| 77 | BADGER METER INC | BMI | 61,695 | $11.5M | 0.10% |
| 78 | GLOBANT S A | GLOB | 63,972 | $11.4M | 0.10% |
| 79 | FERRARI N V | RACE | 26,963 | $11.0M | 0.10% |
| 80 | MATADOR RES CO | MTDR | 178,895 | $10.7M | 0.09% |
| 81 | ZETA GLOBAL HOLDINGS CORP | ZETA | 567,840 | $10.0M | 0.09% |
| 82 | NOVANTA INC | NOVTU | 60,372 | $9.8M | 0.09% |
| 83 | NICE LTD | NCSYF | 55,931 | $9.6M | 0.08% |
| 84 | CLEARWATER ANALYTICS HLDGS I | CWAN | 469,875 | $8.7M | 0.08% |
| 85 | INSMED INC | INSM | 125,598 | $8.4M | 0.07% |
| 86 | ALTAIR ENGR INC | 021369103 | 83,285 | $8.2M | 0.07% |
| 87 | RBC BEARINGS INC | RBC | 29,550 | $8.0M | 0.07% |
| 88 | KINSALE CAP GROUP INC | 49714P108 | 20,634 | $7.9M | 0.07% |
| 89 | EMBRAER S.A. | EMBJ | 300,950 | $7.8M | 0.07% |
| 90 | EXPONENT INC | EXPO | 79,889 | $7.6M | 0.07% |
| 91 | WYNDHAM HOTELS & RESORTS INC | WH | 101,975 | $7.5M | 0.07% |
| 92 | SIMPSON MFG INC | 829073105 | 44,743 | $7.5M | 0.07% |
| 93 | VARONIS SYS INC | VRNS | 156,533 | $7.5M | 0.07% |
| 94 | AGILYSYS INC | AGYS | 72,000 | $7.5M | 0.07% |
| 95 | AZEK CO INC | 05478C105 | 176,925 | $7.5M | 0.06% |
| 96 | SHOPIFY INC | SHOP | 107,570 | $7.1M | 0.06% |
| 97 | FRANKLIN TEMPLETON ETF TR | FGDL | 176,800 | $7.0M | 0.06% |
| 98 | PROS HOLDINGS INC | 74346Y103 | 224,050 | $6.4M | 0.06% |
| 99 | CRANE NXT CO | CXT | 103,622 | $6.4M | 0.06% |
| 100 | CACTUS INC | WHD | 116,790 | $6.2M | 0.05% |
| 101 | BANCO MACRO SA | 05961W105 | 106,000 | $6.1M | 0.05% |
| 102 | FIRSTCASH HOLDINGS INC | FCFS | 57,195 | $6.0M | 0.05% |
| 103 | ISHARES INC | 46434G103 | 103,500 | $5.5M | 0.05% |
| 104 | MYR GROUP INC DEL | MYRG | 40,750 | $5.5M | 0.05% |
| 105 | BLUEPRINT MEDICINES CORP | 09627Y109 | 49,900 | $5.4M | 0.05% |
| 106 | REPLIGEN CORP | RGEN | 40,894 | $5.2M | 0.04% |
| 107 | OPTION CARE HEALTH INC | OPCH | 178,015 | $4.9M | 0.04% |
| 108 | ACV AUCTIONS INC | ACVA | 258,930 | $4.7M | 0.04% |
| 109 | INTRA-CELLULAR THERAPIES INC | 46116X101 | 68,421 | $4.7M | 0.04% |
| 110 | DREAM FINDERS HOMES INC | DFH | 174,710 | $4.5M | 0.04% |
| 111 | UNITED THERAPEUTICS CORP DEL | UTHR | 13,782 | $4.4M | 0.04% |
| 112 | DUOLINGO INC | DUOL | 19,405 | $4.0M | 0.04% |
| 113 | FORTREA HLDGS INC | FTRE | 167,615 | $3.9M | 0.03% |
| 114 | CADRE HLDGS INC | CDRE | 113,355 | $3.8M | 0.03% |
| 115 | BROADCOM INC | AVGO | 2,055 | $3.3M | 0.03% |
| 116 | ISHARES TR | 46434V423 | 65,050 | $2.6M | 0.02% |
| 117 | ISHARES TR | 464287200 | 3,800 | $2.1M | 0.02% |
| 118 | CREDICORP LTD | BAP | 12,758 | $2.1M | 0.02% |
| 119 | SYNDAX PHARMACEUTICALS INC | SNDX | 95,140 | $2.0M | 0.02% |
| 120 | ARCOS DORADOS HOLDINGS INC | ARCO | 187,900 | $1.7M | 0.01% |
| 121 | GERON CORP | GERN | 351,850 | $1.5M | 0.01% |
| 122 | SUPERNUS PHARMACEUTICALS INC | SUPN | 54,860 | $1.5M | 0.01% |
| 123 | SUPER MICRO COMPUTER INC | SMCI | 1,304 | $1.1M | 0.01% |
| 124 | CHIPOTLE MEXICAN GRILL INC | CMG | 6,700 | $419,755 | 0.00% |
| 125 | ROLLINS INC | ROL | 5,020 | $244,926 | 0.00% |
| 126 | TYLER TECHNOLOGIES INC | TYL | 385 | $193,570 | 0.00% |
| 127 | ADVANCED MICRO DEVICES INC | AMD | 1,110 | $180,053 | 0.00% |
| 128 | EQUINIX INC | EQIX | 173 | $130,892 | 0.00% |