13F HOLDINGS REPORT
AXIOM INVESTORS LLC /DE
Quarter ended Q3 2024 · Filed November 12, 2024 · Accession 0001109147-24-000007
Total Value
$11.39B
Positions
127
Other Managers
0
Confidential Omitted
No
Holdings (127)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 10,641,513 | $1.29B | 11.35% |
| 2 | MICROSOFT CORP | MSFT | 2,309,047 | $993.6M | 8.72% |
| 3 | META PLATFORMS INC | META | 1,592,577 | $911.7M | 8.01% |
| 4 | AMAZON COM INC | AMZN | 4,565,402 | $850.7M | 7.47% |
| 5 | NETFLIX INC | NFLX | 727,976 | $516.3M | 4.53% |
| 6 | MERCADOLIBRE INC | MELI | 236,876 | $486.1M | 4.27% |
| 7 | ALPHABET INC | GOOG | 2,420,432 | $401.4M | 3.52% |
| 8 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,107,390 | $366.0M | 3.21% |
| 9 | COSTCO WHSL CORP NEW | 22160K105 | 409,793 | $363.3M | 3.19% |
| 10 | APPLE INC | AAPL | 1,541,168 | $359.1M | 3.15% |
| 11 | LILLY ELI & CO | LLY | 323,386 | $286.5M | 2.52% |
| 12 | TRADEWEB MKTS INC | 892672106 | 2,041,962 | $252.5M | 2.22% |
| 13 | BOOZ ALLEN HAMILTON HLDG COR | BAH | 1,481,961 | $241.2M | 2.12% |
| 14 | VERTIV HOLDINGS CO | VRT | 2,362,309 | $235.0M | 2.06% |
| 15 | SERVICENOW INC | NOW | 238,216 | $213.1M | 1.87% |
| 16 | VISA INC | V | 747,212 | $205.4M | 1.80% |
| 17 | BLACKSTONE INC | BX | 1,231,126 | $188.5M | 1.66% |
| 18 | CINTAS CORP | CTAS | 799,220 | $164.5M | 1.44% |
| 19 | DANAHER CORPORATION | 235851102 | 576,385 | $160.2M | 1.41% |
| 20 | ICICI BANK LIMITED | IBN | 5,251,786 | $156.8M | 1.38% |
| 21 | GARTNER INC | IT | 276,063 | $139.9M | 1.23% |
| 22 | CADENCE DESIGN SYSTEM INC | CDNS | 491,410 | $133.2M | 1.17% |
| 23 | CHIPOTLE MEXICAN GRILL INC | CMG | 2,213,215 | $127.5M | 1.12% |
| 24 | UBER TECHNOLOGIES INC | UBER | 1,601,127 | $120.3M | 1.06% |
| 25 | AMERIPRISE FINL INC | 03076C106 | 229,071 | $107.6M | 0.94% |
| 26 | BOSTON SCIENTIFIC CORP | BSX | 1,217,423 | $102.0M | 0.90% |
| 27 | TOPBUILD CORP | BLD | 227,122 | $92.4M | 0.81% |
| 28 | GALLAGHER ARTHUR J & CO | 363576109 | 325,289 | $91.5M | 0.80% |
| 29 | ZOETIS INC | ZTS | 438,582 | $85.7M | 0.75% |
| 30 | ADOBE SYSTEMS INCORPORATED | ADBE | 138,501 | $71.7M | 0.63% |
| 31 | PROLOGIS INC. | PLDGP | 531,715 | $67.1M | 0.59% |
| 32 | NU HLDGS LTD | NU | 4,630,485 | $63.2M | 0.56% |
| 33 | ISHARES TR | 46429B598 | 1,068,400 | $62.5M | 0.55% |
| 34 | LIVE NATION ENTERTAINMENT IN | LYV | 531,195 | $58.2M | 0.51% |
| 35 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 622,741 | $57.9M | 0.51% |
| 36 | ICON PLC | ICLR | 196,879 | $56.6M | 0.50% |
| 37 | CELESTICA INC | CLS | 1,000,855 | $51.2M | 0.45% |
| 38 | SHOPIFY INC | SHOP | 559,490 | $44.8M | 0.39% |
| 39 | LINDE PLC | LIN | 86,097 | $41.1M | 0.36% |
| 40 | EQUINIX INC | EQIX | 43,719 | $38.8M | 0.34% |
| 41 | TRIP COM GROUP LTD | TRPCF | 631,177 | $37.5M | 0.33% |
| 42 | BBB FOODS INC | TBBB | 1,241,859 | $37.3M | 0.33% |
| 43 | ASTRAZENECA PLC | AZN | 444,508 | $34.6M | 0.30% |
| 44 | SEA LTD | SE | 359,490 | $33.9M | 0.30% |
| 45 | TE CONNECTIVITY LTD | TEL | 210,137 | $31.7M | 0.28% |
| 46 | FOMENTO ECONOMICO MEXICANO S | 344419106 | 311,170 | $30.7M | 0.27% |
| 47 | ISHARES TR | 46432F842 | 360,400 | $28.1M | 0.25% |
| 48 | VISTA ENERGY S.A.B. DE C.V. | VSOGF | 628,171 | $27.8M | 0.24% |
| 49 | PARSONS CORP DEL | PSN | 254,747 | $26.4M | 0.23% |
| 50 | HAMILTON LANE INC | HLNE | 152,322 | $25.6M | 0.23% |
| 51 | MODINE MFG CO | 607828100 | 172,731 | $22.9M | 0.20% |
| 52 | EMBRAER S.A. | EMBJ | 645,782 | $22.8M | 0.20% |
| 53 | ENSIGN GROUP INC | ENSG | 154,194 | $22.2M | 0.19% |
| 54 | CASEYS GEN STORES INC | 147528103 | 58,059 | $21.8M | 0.19% |
| 55 | Q2 HLDGS INC | QTWO | 265,590 | $21.2M | 0.19% |
| 56 | MERIT MED SYS INC | 589889104 | 213,617 | $21.1M | 0.19% |
| 57 | MICRON TECHNOLOGY INC | MU | 200,832 | $20.8M | 0.18% |
| 58 | CRANE COMPANY | CR | 129,433 | $20.5M | 0.18% |
| 59 | SPROUTS FMRS MKT INC | 85208M102 | 184,291 | $20.3M | 0.18% |
| 60 | STIFEL FINL CORP | 860630102 | 207,528 | $19.5M | 0.17% |
| 61 | VERTEX INC | VERX | 475,010 | $18.3M | 0.16% |
| 62 | SPX TECHNOLOGIES INC | SPXC | 111,900 | $17.8M | 0.16% |
| 63 | FEDERAL SIGNAL CORP | FSS | 188,675 | $17.6M | 0.15% |
| 64 | CLEARWATER ANALYTICS HLDGS I | CWAN | 682,460 | $17.2M | 0.15% |
| 65 | GLOBANT S A | GLOB | 86,527 | $17.1M | 0.15% |
| 66 | SPS COMM INC | SPSC | 87,203 | $16.9M | 0.15% |
| 67 | VARONIS SYS INC | VRNS | 296,990 | $16.8M | 0.15% |
| 68 | CAMTEK LTD | CAMT | 209,117 | $16.7M | 0.15% |
| 69 | BADGER METER INC | BMI | 76,307 | $16.7M | 0.15% |
| 70 | AEROVIRONMENT INC | AVAV | 81,884 | $16.4M | 0.14% |
| 71 | FTAI AVIATION LTD | FTAIN | 122,000 | $16.2M | 0.14% |
| 72 | WINGSTOP INC | WING | 38,918 | $16.2M | 0.14% |
| 73 | TRANSMEDICS GROUP INC | TMDX | 99,478 | $15.6M | 0.14% |
| 74 | TESLA INC | TSLA | 56,998 | $14.9M | 0.13% |
| 75 | FTI CONSULTING INC | FCN | 64,793 | $14.7M | 0.13% |
| 76 | NOVANTA INC | NOVTU | 80,513 | $14.4M | 0.13% |
| 77 | ISHARES TR | 464287648 | 50,000 | $14.2M | 0.12% |
| 78 | ZETA GLOBAL HOLDINGS CORP | ZETA | 473,545 | $14.1M | 0.12% |
| 79 | CASELLA WASTE SYS INC | CWST | 138,508 | $13.8M | 0.12% |
| 80 | NOVA MEASURING INSTRUMENTS L | NVMI | 65,153 | $13.6M | 0.12% |
| 81 | EXPONENT INC | EXPO | 116,757 | $13.5M | 0.12% |
| 82 | RADNET INC | RDNT | 191,095 | $13.3M | 0.12% |
| 83 | MOELIS & CO | MC | 185,952 | $12.7M | 0.11% |
| 84 | INSTALLED BLDG PRODS INC | 45780R101 | 51,200 | $12.6M | 0.11% |
| 85 | TEXAS ROADHOUSE INC | TXRH | 64,885 | $11.5M | 0.10% |
| 86 | LANTHEUS HLDGS INC | LNTH | 101,772 | $11.2M | 0.10% |
| 87 | BANCO MACRO SA | 05961W105 | 175,305 | $11.1M | 0.10% |
| 88 | PIPER SANDLER COMPANIES | PIPR | 38,509 | $10.9M | 0.10% |
| 89 | KIRBY CORP | KEX | 89,032 | $10.9M | 0.10% |
| 90 | CREDICORP LTD | BAP | 58,711 | $10.6M | 0.09% |
| 91 | AGILYSYS INC | AGYS | 93,739 | $10.2M | 0.09% |
| 92 | FERRARI N V | RACE | 20,187 | $9.5M | 0.08% |
| 93 | KINSALE CAP GROUP INC | 49714P108 | 20,030 | $9.3M | 0.08% |
| 94 | ISHARES INC | 46434G103 | 159,500 | $9.2M | 0.08% |
| 95 | AZEK CO INC | 05478C105 | 189,405 | $8.9M | 0.08% |
| 96 | FRANKLIN TEMPLETON ETF TR | FGDL | 208,500 | $8.7M | 0.08% |
| 97 | RBC BEARINGS INC | RBC | 27,124 | $8.1M | 0.07% |
| 98 | MATADOR RES CO | MTDR | 164,055 | $8.1M | 0.07% |
| 99 | CACTUS INC | WHD | 118,466 | $7.1M | 0.06% |
| 100 | DREAM FINDERS HOMES INC | DFH | 185,695 | $6.7M | 0.06% |
| 101 | INSMED INC | INSM | 87,214 | $6.4M | 0.06% |
| 102 | VANGUARD STAR FDS | 921909768 | 92,600 | $6.0M | 0.05% |
| 103 | COCA-COLA EUROPACIFIC PARTNE | CCEP | 73,584 | $5.8M | 0.05% |
| 104 | ACV AUCTIONS INC | ACVA | 273,970 | $5.6M | 0.05% |
| 105 | SPOTIFY TECHNOLOGY S A | SPOT | 13,748 | $5.1M | 0.04% |
| 106 | TJX COS INC NEW | 872540109 | 41,445 | $4.9M | 0.04% |
| 107 | INTRA-CELLULAR THERAPIES INC | 46116X101 | 62,700 | $4.6M | 0.04% |
| 108 | CADRE HLDGS INC | CDRE | 120,183 | $4.6M | 0.04% |
| 109 | OPTION CARE HEALTH INC | OPCH | 144,295 | $4.5M | 0.04% |
| 110 | BLUEPRINT MEDICINES CORP | 09627Y109 | 45,824 | $4.2M | 0.04% |
| 111 | NICE LTD | NCSYF | 23,254 | $4.0M | 0.04% |
| 112 | REPLIGEN CORP | RGEN | 24,215 | $3.6M | 0.03% |
| 113 | GRUPO FINANCIERO GALICIA S.A | GGAL | 83,390 | $3.5M | 0.03% |
| 114 | UNITED THERAPEUTICS CORP DEL | UTHR | 9,187 | $3.3M | 0.03% |
| 115 | SYNDAX PHARMACEUTICALS INC | SNDX | 115,642 | $2.2M | 0.02% |
| 116 | DR REDDYS LABS LTD | 256135203 | 23,120 | $1.8M | 0.02% |
| 117 | VANECK ETF TRUST | 92189F817 | 130,700 | $1.7M | 0.01% |
| 118 | INFOSYS LTD | INFY | 71,800 | $1.6M | 0.01% |
| 119 | SUPERNUS PHARMACEUTICALS INC | SUPN | 50,335 | $1.6M | 0.01% |
| 120 | GERON CORP | GERN | 322,745 | $1.5M | 0.01% |
| 121 | ISHARES TR | 46434V423 | 30,800 | $1.3M | 0.01% |
| 122 | ISHARES TR | 464287200 | 2,147 | $1.2M | 0.01% |
| 123 | BELLRING BRANDS INC | BRBR | 9,100 | $552,552 | 0.00% |
| 124 | CAMDEN PPTY TR | 133131102 | 3,630 | $448,414 | 0.00% |
| 125 | ROLLINS INC | ROL | 6,120 | $309,550 | 0.00% |
| 126 | TYLER TECHNOLOGIES INC | TYL | 385 | $224,732 | 0.00% |
| 127 | ADVANCED MICRO DEVICES INC | AMD | 360 | $59,069 | 0.00% |