13F HOLDINGS REPORT
AXIOM INVESTORS LLC /DE
Quarter ended Q4 2024 · Filed February 12, 2025 · Accession 0001109147-25-000001
Total Value
$13.57B
Positions
134
Other Managers
0
Confidential Omitted
No
Holdings (134)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 10,672,077 | $1.43B | 10.56% |
| 2 | META PLATFORMS INC | META | 1,908,954 | $1.12B | 8.24% |
| 3 | AMAZON COM INC | AMZN | 5,006,220 | $1.10B | 8.09% |
| 4 | MICROSOFT CORP | MSFT | 2,481,329 | $1.05B | 7.71% |
| 5 | NETFLIX INC | NFLX | 894,909 | $797.7M | 5.88% |
| 6 | ALPHABET INC | GOOG | 3,409,569 | $645.4M | 4.76% |
| 7 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,409,125 | $475.8M | 3.51% |
| 8 | APPLE INC | AAPL | 1,723,822 | $431.7M | 3.18% |
| 9 | SERVICENOW INC | NOW | 398,594 | $422.6M | 3.11% |
| 10 | BLACKSTONE INC | BX | 1,984,892 | $342.2M | 2.52% |
| 11 | BOSTON SCIENTIFIC CORP | BSX | 3,752,430 | $335.2M | 2.47% |
| 12 | COSTCO WHSL CORP NEW | 22160K105 | 345,816 | $316.9M | 2.33% |
| 13 | VERTIV HOLDINGS CO | VRT | 2,335,196 | $265.3M | 1.95% |
| 14 | VISA INC | V | 836,418 | $264.3M | 1.95% |
| 15 | TRADEWEB MKTS INC | 892672106 | 1,971,550 | $258.1M | 1.90% |
| 16 | ICICI BANK LIMITED | IBN | 7,494,180 | $223.8M | 1.65% |
| 17 | JPMORGAN CHASE & CO. | VYLD | 930,284 | $223.0M | 1.64% |
| 18 | MORGAN STANLEY | MS-PQ | 1,556,964 | $195.7M | 1.44% |
| 19 | CHIPOTLE MEXICAN GRILL INC | CMG | 3,081,455 | $185.8M | 1.37% |
| 20 | CINTAS CORP | CTAS | 910,992 | $166.4M | 1.23% |
| 21 | DANAHER CORPORATION | 235851102 | 716,576 | $164.5M | 1.21% |
| 22 | GALLAGHER ARTHUR J & CO | 363576109 | 579,327 | $164.4M | 1.21% |
| 23 | GARTNER INC | IT | 305,335 | $147.9M | 1.09% |
| 24 | MERCADOLIBRE INC | MELI | 83,932 | $142.7M | 1.05% |
| 25 | AMERIPRISE FINL INC | 03076C106 | 256,120 | $136.4M | 1.00% |
| 26 | GE VERNOVA INC | GEV | 374,417 | $123.2M | 0.91% |
| 27 | EQUINIX INC | EQIX | 118,311 | $111.6M | 0.82% |
| 28 | UBER TECHNOLOGIES INC | UBER | 1,791,010 | $108.0M | 0.80% |
| 29 | SPOTIFY TECHNOLOGY S A | SPOT | 227,178 | $101.6M | 0.75% |
| 30 | GRUPO FINANCIERO GALICIA S.A | GGAL | 1,520,960 | $94.8M | 0.70% |
| 31 | CELESTICA INC | CLS | 998,422 | $92.2M | 0.68% |
| 32 | SHOPIFY INC | SHOP | 832,525 | $88.5M | 0.65% |
| 33 | ZOETIS INC | ZTS | 490,707 | $80.0M | 0.59% |
| 34 | TRIP COM GROUP LTD | TRPCF | 1,131,000 | $77.7M | 0.57% |
| 35 | LIVE NATION ENTERTAINMENT IN | LYV | 594,658 | $77.0M | 0.57% |
| 36 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 641,230 | $72.0M | 0.53% |
| 37 | PROLOGIS INC. | PLDGP | 647,801 | $68.5M | 0.50% |
| 38 | SEA LTD | SE | 629,174 | $66.8M | 0.49% |
| 39 | CADENCE DESIGN SYSTEM INC | CDNS | 190,089 | $57.1M | 0.42% |
| 40 | ISHARES TR | 46429B598 | 973,100 | $51.2M | 0.38% |
| 41 | DECKERS OUTDOOR CORP | DECK | 228,177 | $46.3M | 0.34% |
| 42 | VISTA ENERGY S.A.B. DE C.V. | VSOGF | 802,397 | $43.4M | 0.32% |
| 43 | ON HLDG AG | H5919C104 | 717,910 | $39.3M | 0.29% |
| 44 | ADOBE SYSTEMS INCORPORATED | ADBE | 84,813 | $37.7M | 0.28% |
| 45 | LILLY ELI & CO | LLY | 46,846 | $36.2M | 0.27% |
| 46 | CREDICORP LTD | BAP | 194,209 | $35.6M | 0.26% |
| 47 | TE CONNECTIVITY LTD | TEL | 235,068 | $33.6M | 0.25% |
| 48 | BELLRING BRANDS INC | BRBR | 434,113 | $32.7M | 0.24% |
| 49 | BANCO MACRO SA | 05961W105 | 302,983 | $29.3M | 0.22% |
| 50 | ISHARES TR | 46432F842 | 413,500 | $29.1M | 0.21% |
| 51 | GLOBANT S A | GLOB | 133,176 | $28.6M | 0.21% |
| 52 | EMBRAER S.A. | EMBJ | 772,282 | $28.3M | 0.21% |
| 53 | VERTEX INC | VERX | 503,578 | $26.9M | 0.20% |
| 54 | BBB FOODS INC | TBBB | 924,568 | $26.1M | 0.19% |
| 55 | TESLA INC | TSLA | 64,475 | $26.0M | 0.19% |
| 56 | Q2 HLDGS INC | QTWO | 235,450 | $23.7M | 0.17% |
| 57 | STIFEL FINL CORP | 860630102 | 217,567 | $23.1M | 0.17% |
| 58 | MODINE MFG CO | 607828100 | 184,630 | $21.4M | 0.16% |
| 59 | GRAB HOLDINGS LIMITED | GRABW | 4,449,700 | $21.0M | 0.15% |
| 60 | MOELIS & CO | MC | 283,193 | $20.9M | 0.15% |
| 61 | ENSIGN GROUP INC | ENSG | 156,844 | $20.8M | 0.15% |
| 62 | CLEARWATER ANALYTICS HLDGS I | CWAN | 745,800 | $20.5M | 0.15% |
| 63 | EXLSERVICE HOLDINGS INC | EXLS | 460,085 | $20.4M | 0.15% |
| 64 | STERLING INFRASTRUCTURE INC | STRL | 120,945 | $20.4M | 0.15% |
| 65 | BOOZ ALLEN HAMILTON HLDG COR | BAH | 157,440 | $20.3M | 0.15% |
| 66 | RADNET INC | RDNT | 279,467 | $19.5M | 0.14% |
| 67 | CRANE COMPANY | CR | 123,764 | $18.8M | 0.14% |
| 68 | CASELLA WASTE SYS INC | CWST | 173,192 | $18.3M | 0.14% |
| 69 | MERIT MED SYS INC | 589889104 | 186,018 | $18.0M | 0.13% |
| 70 | NU HLDGS LTD | NU | 1,706,260 | $17.7M | 0.13% |
| 71 | ALKAMI TECHNOLOGY INC | ALKT | 475,670 | $17.4M | 0.13% |
| 72 | HAMILTON LANE INC | HLNE | 115,105 | $17.0M | 0.13% |
| 73 | FEDERAL SIGNAL CORP | FSS | 184,375 | $17.0M | 0.13% |
| 74 | FIRST FINL BANKSHARES INC | 32020R109 | 469,825 | $16.9M | 0.12% |
| 75 | PIPER SANDLER COMPANIES | PIPR | 55,770 | $16.7M | 0.12% |
| 76 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 247,806 | $16.7M | 0.12% |
| 77 | SPS COMM INC | SPSC | 88,783 | $16.3M | 0.12% |
| 78 | SPX TECHNOLOGIES INC | SPXC | 111,289 | $16.2M | 0.12% |
| 79 | BADGER METER INC | BMI | 73,993 | $15.7M | 0.12% |
| 80 | SOUTHERN COPPER CORP | SCCO | 160,396 | $14.6M | 0.11% |
| 81 | CASEYS GEN STORES INC | 147528103 | 36,208 | $14.3M | 0.11% |
| 82 | ISHARES TR | 464287648 | 46,800 | $13.5M | 0.10% |
| 83 | FERRARI N V | RACE | 29,959 | $12.7M | 0.09% |
| 84 | RBC BEARINGS INC | RBC | 42,040 | $12.6M | 0.09% |
| 85 | KIRBY CORP | KEX | 118,768 | $12.6M | 0.09% |
| 86 | MATADOR RES CO | MTDR | 214,164 | $12.0M | 0.09% |
| 87 | FTAI AVIATION LTD | FTAIN | 80,119 | $11.5M | 0.09% |
| 88 | AGILYSYS INC | AGYS | 87,286 | $11.5M | 0.08% |
| 89 | PARSONS CORP DEL | PSN | 123,350 | $11.4M | 0.08% |
| 90 | VARONIS SYS INC | VRNS | 245,235 | $10.9M | 0.08% |
| 91 | EXPONENT INC | EXPO | 118,567 | $10.6M | 0.08% |
| 92 | TEXAS ROADHOUSE INC | TXRH | 57,255 | $10.3M | 0.08% |
| 93 | FRANKLIN TEMPLETON ETF TR | FGDL | 257,300 | $9.8M | 0.07% |
| 94 | NOVANTA INC | NOVTU | 62,432 | $9.5M | 0.07% |
| 95 | YPF SOCIEDAD ANONIMA | YPF | 215,590 | $9.2M | 0.07% |
| 96 | WINGSTOP INC | WING | 31,060 | $8.8M | 0.07% |
| 97 | CACTUS INC | WHD | 149,317 | $8.7M | 0.06% |
| 98 | LANTHEUS HLDGS INC | LNTH | 96,850 | $8.7M | 0.06% |
| 99 | COCA-COLA EUROPACIFIC PARTNE | CCEP | 112,125 | $8.6M | 0.06% |
| 100 | ISHARES INC | 46434G103 | 158,900 | $8.3M | 0.06% |
| 101 | NOVA MEASURING INSTRUMENTS L | NVMI | 38,185 | $7.5M | 0.06% |
| 102 | PROCEPT BIOROBOTICS CORP | PRCT | 91,001 | $7.3M | 0.05% |
| 103 | ISHARES INC | 46434G772 | 131,400 | $6.8M | 0.05% |
| 104 | ACV AUCTIONS INC | ACVA | 313,285 | $6.8M | 0.05% |
| 105 | SPROUTS FMRS MKT INC | 85208M102 | 50,739 | $6.4M | 0.05% |
| 106 | AZEK CO INC | 05478C105 | 135,215 | $6.4M | 0.05% |
| 107 | FTI CONSULTING INC | FCN | 32,214 | $6.2M | 0.05% |
| 108 | INSMED INC | INSM | 83,874 | $5.8M | 0.04% |
| 109 | KINSALE CAP GROUP INC | 49714P108 | 12,416 | $5.8M | 0.04% |
| 110 | TJX COS INC NEW | 872540109 | 42,788 | $5.2M | 0.04% |
| 111 | INTRA-CELLULAR THERAPIES INC | 46116X101 | 60,101 | $5.0M | 0.04% |
| 112 | OPTION CARE HEALTH INC | OPCH | 171,198 | $4.0M | 0.03% |
| 113 | CAMTEK LTD | CAMT | 47,989 | $3.9M | 0.03% |
| 114 | BLUEPRINT MEDICINES CORP | 09627Y109 | 43,904 | $3.8M | 0.03% |
| 115 | VANGUARD STAR FDS | 921909768 | 63,400 | $3.7M | 0.03% |
| 116 | CADRE HLDGS INC | CDRE | 114,719 | $3.7M | 0.03% |
| 117 | UNITED THERAPEUTICS CORP DEL | UTHR | 10,040 | $3.5M | 0.03% |
| 118 | DREAM FINDERS HOMES INC | DFH | 122,787 | $2.9M | 0.02% |
| 119 | MARVELL TECHNOLOGY INC | MRVL | 24,050 | $2.7M | 0.02% |
| 120 | SUPERNUS PHARMACEUTICALS INC | SUPN | 69,896 | $2.5M | 0.02% |
| 121 | DATADOG INC | DDOG | 16,239 | $2.3M | 0.02% |
| 122 | EVERCORE INC | EVR | 8,009 | $2.2M | 0.02% |
| 123 | CBRE GROUP INC | CBRE | 14,150 | $1.9M | 0.01% |
| 124 | VANECK ETF TRUST | 92189F817 | 150,700 | $1.7M | 0.01% |
| 125 | INFOSYS LTD | INFY | 73,200 | $1.6M | 0.01% |
| 126 | ISHARES TR | 46434V423 | 34,800 | $1.4M | 0.01% |
| 127 | DR REDDYS LABS LTD | 256135203 | 86,600 | $1.4M | 0.01% |
| 128 | GERON CORP | GERN | 308,438 | $1.1M | 0.01% |
| 129 | ISHARES TR | 464287200 | 1,500 | $883,020 | 0.01% |
| 130 | SYNDAX PHARMACEUTICALS INC | SNDX | 53,224 | $703,621 | 0.01% |
| 131 | HDFC BANK LTD | HDB | 7,200 | $459,792 | 0.00% |
| 132 | CAMDEN PPTY TR | 133131102 | 3,901 | $452,672 | 0.00% |
| 133 | ROLLINS INC | ROL | 6,120 | $283,662 | 0.00% |
| 134 | TYLER TECHNOLOGIES INC | TYL | 319 | $183,948 | 0.00% |