13F HOLDINGS REPORT (Amended)
AXIOM INVESTORS LLC /DE
Quarter ended Q1 2025 · Filed May 16, 2025 · Accession 0001109147-25-000004
Total Value
$10.42B
Positions
136
Other Managers
0
Confidential Omitted
No
Holdings (136)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 1,302,311 | $750.6M | 7.20% |
| 2 | NETFLIX INC | NFLX | 691,148 | $644.5M | 6.19% |
| 3 | AMAZON COM INC | AMZN | 3,151,682 | $599.6M | 5.76% |
| 4 | BOSTON SCIENTIFIC CORP | BSX | 4,759,258 | $480.1M | 4.61% |
| 5 | MICROSOFT CORP | MSFT | 1,241,365 | $466.0M | 4.47% |
| 6 | JPMORGAN CHASE & CO. | VYLD | 1,719,115 | $421.7M | 4.05% |
| 7 | SPOTIFY TECHNOLOGY S A | SPOT | 719,682 | $395.8M | 3.80% |
| 8 | MORGAN STANLEY | MS-PQ | 3,111,979 | $363.1M | 3.48% |
| 9 | APPLE INC | AAPL | 1,532,821 | $340.5M | 3.27% |
| 10 | VISA INC | V | 875,340 | $306.8M | 2.94% |
| 11 | NVIDIA CORPORATION | NVDA | 2,824,043 | $306.1M | 2.94% |
| 12 | TRADEWEB MKTS INC | 892672106 | 1,942,575 | $288.4M | 2.77% |
| 13 | COSTCO WHSL CORP NEW | 22160K105 | 300,641 | $284.3M | 2.73% |
| 14 | ALIBABA GROUP HLDG LTD | BBAAY | 2,094,150 | $276.9M | 2.66% |
| 15 | GALLAGHER ARTHUR J & CO | 363576109 | 781,227 | $269.7M | 2.59% |
| 16 | ICICI BANK LIMITED | IBN | 8,033,218 | $253.2M | 2.43% |
| 17 | BLACKSTONE INC | BX | 1,670,077 | $233.4M | 2.24% |
| 18 | CINTAS CORP | CTAS | 1,058,843 | $217.6M | 2.09% |
| 19 | SERVICENOW INC | NOW | 271,502 | $216.2M | 2.07% |
| 20 | ALPHABET INC | GOOG | 1,269,707 | $196.3M | 1.88% |
| 21 | PROGRESSIVE CORP | 743315103 | 687,456 | $194.6M | 1.87% |
| 22 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,077,954 | $178.9M | 1.72% |
| 23 | BELLRING BRANDS INC | BRBR | 2,248,924 | $167.5M | 1.61% |
| 24 | CHIPOTLE MEXICAN GRILL INC | CMG | 2,917,777 | $146.5M | 1.41% |
| 25 | MERCADOLIBRE INC | MELI | 69,819 | $136.2M | 1.31% |
| 26 | AMERIPRISE FINL INC | 03076C106 | 245,866 | $119.0M | 1.14% |
| 27 | PRIMO BRANDS CORPORATION | PRMB | 3,242,619 | $115.1M | 1.10% |
| 28 | GE AEROSPACE | 369604301 | 487,481 | $97.6M | 0.94% |
| 29 | AXON ENTERPRISE INC | AXON | 176,991 | $93.1M | 0.89% |
| 30 | EQUINIX INC | EQIX | 111,764 | $91.1M | 0.87% |
| 31 | UBER TECHNOLOGIES INC | UBER | 1,218,184 | $88.8M | 0.85% |
| 32 | GRUPO FINANCIERO GALICIA S.A | GGAL | 1,465,954 | $79.9M | 0.77% |
| 33 | GE VERNOVA INC | GEV | 255,851 | $78.1M | 0.75% |
| 34 | INTUITIVE SURGICAL INC | ISRG | 154,580 | $76.6M | 0.73% |
| 35 | SEA LTD | SE | 581,760 | $75.9M | 0.73% |
| 36 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 771,932 | $75.6M | 0.73% |
| 37 | LIVE NATION ENTERTAINMENT IN | LYV | 567,433 | $74.1M | 0.71% |
| 38 | PROLOGIS INC. | PLDGP | 622,122 | $69.5M | 0.67% |
| 39 | CHECK POINT SOFTWARE TECH LT | M22465104 | 298,395 | $68.0M | 0.65% |
| 40 | TRIP COM GROUP LTD | TRPCF | 950,300 | $60.4M | 0.58% |
| 41 | ISHARES TR | 46432F842 | 755,000 | $57.1M | 0.55% |
| 42 | GARTNER INC | IT | 135,896 | $57.0M | 0.55% |
| 43 | DECKERS OUTDOOR CORP | DECK | 488,594 | $54.6M | 0.52% |
| 44 | DANAHER CORPORATION | 235851102 | 243,553 | $49.9M | 0.48% |
| 45 | SHOPIFY INC | SHOP | 355,405 | $33.9M | 0.33% |
| 46 | EMBRAER S.A. | EMBJ | 730,640 | $33.8M | 0.32% |
| 47 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 2,173,807 | $33.4M | 0.32% |
| 48 | TE CONNECTIVITY LTD | TEL | 225,641 | $31.9M | 0.31% |
| 49 | VERTIV HOLDINGS CO | VRT | 423,828 | $30.6M | 0.29% |
| 50 | ISHARES TR | 46429B598 | 552,600 | $28.4M | 0.27% |
| 51 | KE HLDGS INC | BEKE | 1,271,620 | $25.5M | 0.25% |
| 52 | ON HLDG AG | H5919C104 | 499,650 | $21.9M | 0.21% |
| 53 | VISTA ENERGY S.A.B. DE C.V. | VSOGF | 409,363 | $19.1M | 0.18% |
| 54 | SOUTHERN COPPER CORP | SCCO | 172,633 | $16.1M | 0.15% |
| 55 | TESLA INC | TSLA | 61,877 | $16.0M | 0.15% |
| 56 | MERIT MED SYS INC | 589889104 | 143,726 | $15.2M | 0.15% |
| 57 | EXLSERVICE HOLDINGS INC | EXLS | 320,770 | $15.1M | 0.15% |
| 58 | COCA-COLA EUROPACIFIC PARTNE | CCEP | 166,475 | $14.5M | 0.14% |
| 59 | JD.COM INC | JDCMF | 331,480 | $13.6M | 0.13% |
| 60 | CASELLA WASTE SYS INC | CWST | 121,460 | $13.5M | 0.13% |
| 61 | BBB FOODS INC | TBBB | 503,627 | $13.4M | 0.13% |
| 62 | ENSIGN GROUP INC | ENSG | 102,881 | $13.3M | 0.13% |
| 63 | STIFEL FINL CORP | 860630102 | 140,718 | $13.3M | 0.13% |
| 64 | CRANE COMPANY | CR | 85,333 | $13.1M | 0.13% |
| 65 | CLEARWATER ANALYTICS HLDGS I | CWAN | 483,725 | $13.0M | 0.12% |
| 66 | RBC BEARINGS INC | RBC | 40,177 | $12.9M | 0.12% |
| 67 | OPTION CARE HEALTH INC | OPCH | 361,615 | $12.6M | 0.12% |
| 68 | GRAB HOLDINGS LIMITED | GRABW | 2,732,040 | $12.4M | 0.12% |
| 69 | FIRST FINL BANKSHARES INC | 32020R109 | 340,420 | $12.2M | 0.12% |
| 70 | SPROUTS FMRS MKT INC | 85208M102 | 76,573 | $11.7M | 0.11% |
| 71 | MUELLER WTR PRODS INC | 624758108 | 418,885 | $10.6M | 0.10% |
| 72 | FEDERAL SIGNAL CORP | FSS | 129,430 | $9.5M | 0.09% |
| 73 | Q2 HLDGS INC | QTWO | 113,105 | $9.0M | 0.09% |
| 74 | VSE CORP | VSECU | 74,302 | $8.9M | 0.09% |
| 75 | CELESTICA INC | CLS | 112,714 | $8.9M | 0.09% |
| 76 | PIPER SANDLER COMPANIES | PIPR | 35,799 | $8.9M | 0.09% |
| 77 | CASEYS GEN STORES INC | 147528103 | 20,260 | $8.8M | 0.08% |
| 78 | LANTHEUS HLDGS INC | LNTH | 88,947 | $8.7M | 0.08% |
| 79 | MOELIS & CO | MC | 148,130 | $8.6M | 0.08% |
| 80 | HEALTHEQUITY INC | HQY | 93,654 | $8.3M | 0.08% |
| 81 | COMMVAULT SYS INC | CVLT | 51,775 | $8.2M | 0.08% |
| 82 | BADGER METER INC | BMI | 42,743 | $8.1M | 0.08% |
| 83 | BRINKER INTL INC | 109641100 | 54,201 | $8.1M | 0.08% |
| 84 | MATADOR RES CO | MTDR | 153,829 | $7.9M | 0.08% |
| 85 | OSI SYSTEMS INC | OSIS | 38,252 | $7.4M | 0.07% |
| 86 | NU HLDGS LTD | NU | 720,340 | $7.4M | 0.07% |
| 87 | HAMILTON LANE INC | HLNE | 49,102 | $7.3M | 0.07% |
| 88 | ISHARES TR | 464287648 | 28,500 | $7.3M | 0.07% |
| 89 | AZEK CO INC | 05478C105 | 142,120 | $6.9M | 0.07% |
| 90 | ISHARES INC | 46434G103 | 127,100 | $6.9M | 0.07% |
| 91 | VERTEX INC | VERX | 188,640 | $6.6M | 0.06% |
| 92 | ALKAMI TECHNOLOGY INC | ALKT | 237,837 | $6.2M | 0.06% |
| 93 | CREDICORP LTD | BAP | 32,957 | $6.1M | 0.06% |
| 94 | INSMED INC | INSM | 79,925 | $6.1M | 0.06% |
| 95 | RADNET INC | RDNT | 112,338 | $5.6M | 0.05% |
| 96 | TJX COS INC NEW | 872540109 | 45,802 | $5.6M | 0.05% |
| 97 | SPX TECHNOLOGIES INC | SPXC | 42,418 | $5.5M | 0.05% |
| 98 | KIRBY CORP | KEX | 51,962 | $5.2M | 0.05% |
| 99 | FERRARI N V | RACE | 11,725 | $5.0M | 0.05% |
| 100 | NOVA MEASURING INSTRUMENTS L | NVMI | 26,712 | $4.9M | 0.05% |
| 101 | EXPONENT INC | EXPO | 60,333 | $4.9M | 0.05% |
| 102 | NOVANTA INC | NOVTU | 37,986 | $4.9M | 0.05% |
| 103 | OLLIES BARGAIN OUTLET HLDGS | 681116109 | 40,809 | $4.7M | 0.05% |
| 104 | MODINE MFG CO | 607828100 | 61,290 | $4.7M | 0.05% |
| 105 | SPS COMM INC | SPSC | 34,272 | $4.5M | 0.04% |
| 106 | INTEGER HLDGS CORP | ITGR | 37,772 | $4.5M | 0.04% |
| 107 | VARONIS SYS INC | VRNS | 107,468 | $4.3M | 0.04% |
| 108 | GRID DYNAMICS HLDGS INC | GDYN | 247,685 | $3.9M | 0.04% |
| 109 | STERLING INFRASTRUCTURE INC | STRL | 32,518 | $3.7M | 0.04% |
| 110 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 84,360 | $3.4M | 0.03% |
| 111 | PALOMAR HLDGS INC | PLMR | 23,716 | $3.3M | 0.03% |
| 112 | BLUEPRINT MEDICINES CORP | 09627Y109 | 34,842 | $3.1M | 0.03% |
| 113 | AXSOME THERAPEUTICS INC | AXSM | 26,307 | $3.1M | 0.03% |
| 114 | CACTUS INC | WHD | 66,685 | $3.1M | 0.03% |
| 115 | BANCO MACRO SA | 05961W105 | 39,871 | $3.0M | 0.03% |
| 116 | MERCURY SYS INC | MRCY | 67,625 | $2.9M | 0.03% |
| 117 | CADRE HLDGS INC | CDRE | 92,323 | $2.7M | 0.03% |
| 118 | ACV AUCTIONS INC | ACVA | 185,290 | $2.6M | 0.03% |
| 119 | AGILYSYS INC | AGYS | 31,390 | $2.3M | 0.02% |
| 120 | VANGUARD STAR FDS | 921909768 | 32,000 | $2.0M | 0.02% |
| 121 | HDFC BANK LTD | HDB | 29,100 | $1.9M | 0.02% |
| 122 | PROTAGONIST THERAPEUTICS INC | PTGX | 39,969 | $1.9M | 0.02% |
| 123 | YPF SOCIEDAD ANONIMA | YPF | 54,860 | $1.9M | 0.02% |
| 124 | ISHARES TR | 46434V423 | 44,000 | $1.8M | 0.02% |
| 125 | SUPERNUS PHARMACEUTICALS INC | SUPN | 54,375 | $1.8M | 0.02% |
| 126 | INNODATA INC | INOD | 42,671 | $1.5M | 0.01% |
| 127 | ISHARES TR | 464287200 | 2,600 | $1.5M | 0.01% |
| 128 | MONSTER BEVERAGE CORP NEW | MNST | 18,484 | $1.1M | 0.01% |
| 129 | ISHARES INC | 46434G772 | 15,900 | $754,932 | 0.01% |
| 130 | CAMDEN PPTY TR | 133131102 | 5,870 | $717,901 | 0.01% |
| 131 | SYNDAX PHARMACEUTICALS INC | SNDX | 52,204 | $641,326 | 0.01% |
| 132 | FORTINET INC | FTNT | 6,004 | $577,945 | 0.01% |
| 133 | UNITED THERAPEUTICS CORP DEL | UTHR | 1,621 | $499,706 | 0.00% |
| 134 | ROLLINS INC | ROL | 8,880 | $479,786 | 0.00% |
| 135 | LIBERTY MEDIA CORP DEL | FWONB | 4,160 | $374,442 | 0.00% |
| 136 | TYLER TECHNOLOGIES INC | TYL | 319 | $185,463 | 0.00% |