13F HOLDINGS REPORT
AXIOM INVESTORS LLC /DE
Quarter ended Q2 2025 · Filed August 7, 2025 · Accession 0001109147-25-000005
Total Value
$12.19B
Positions
138
Other Managers
0
Confidential Omitted
No
Holdings (138)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 2,387,511 | $1.19B | 9.74% |
| 2 | NVIDIA CORPORATION | NVDA | 6,164,363 | $973.9M | 7.99% |
| 3 | NETFLIX INC | NFLX | 720,612 | $965.0M | 7.92% |
| 4 | AMAZON COM INC | AMZN | 4,136,246 | $907.5M | 7.45% |
| 5 | META PLATFORMS INC | META | 1,037,552 | $765.8M | 6.28% |
| 6 | SPOTIFY TECHNOLOGY S A | SPOT | 837,590 | $642.7M | 5.27% |
| 7 | JPMORGAN CHASE & CO. | VYLD | 1,665,236 | $482.8M | 3.96% |
| 8 | MORGAN STANLEY | MS-PQ | 3,259,245 | $459.1M | 3.77% |
| 9 | BOSTON SCIENTIFIC CORP | BSX | 3,318,614 | $356.5M | 2.92% |
| 10 | SERVICENOW INC | NOW | 325,755 | $334.9M | 2.75% |
| 11 | ICICI BANK LIMITED | IBN | 9,650,990 | $324.7M | 2.66% |
| 12 | GE VERNOVA INC | GEV | 570,358 | $301.8M | 2.48% |
| 13 | PHILIP MORRIS INTL INC | 718172109 | 1,532,403 | $279.1M | 2.29% |
| 14 | TRADEWEB MKTS INC | 892672106 | 1,893,905 | $277.3M | 2.27% |
| 15 | GE AEROSPACE | 369604301 | 928,960 | $239.1M | 1.96% |
| 16 | MERCADOLIBRE INC | MELI | 89,192 | $233.1M | 1.91% |
| 17 | VISA INC | V | 606,954 | $215.5M | 1.77% |
| 18 | COSTCO WHSL CORP NEW | 22160K105 | 213,777 | $211.6M | 1.74% |
| 19 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 906,367 | $205.3M | 1.68% |
| 20 | APPLE INC | AAPL | 967,850 | $198.6M | 1.63% |
| 21 | CINTAS CORP | CTAS | 849,327 | $189.3M | 1.55% |
| 22 | ALIBABA GROUP HLDG LTD | BBAAY | 1,262,023 | $143.1M | 1.17% |
| 23 | AXON ENTERPRISE INC | AXON | 164,239 | $136.0M | 1.12% |
| 24 | ALPHABET INC | GOOG | 728,118 | $128.3M | 1.05% |
| 25 | SEA LTD | SE | 797,581 | $127.6M | 1.05% |
| 26 | UBER TECHNOLOGIES INC | UBER | 1,123,917 | $104.9M | 0.86% |
| 27 | TJX COS INC NEW | 872540109 | 837,204 | $103.4M | 0.85% |
| 28 | SHOPIFY INC | SHOP | 749,742 | $86.5M | 0.71% |
| 29 | BROADCOM INC | AVGO | 301,860 | $83.2M | 0.68% |
| 30 | EQUINIX INC | EQIX | 102,904 | $81.9M | 0.67% |
| 31 | CHECK POINT SOFTWARE TECH LT | M22465104 | 368,376 | $81.5M | 0.67% |
| 32 | LIVE NATION ENTERTAINMENT IN | LYV | 522,458 | $79.0M | 0.65% |
| 33 | INTUITIVE SURGICAL INC | ISRG | 142,594 | $77.5M | 0.64% |
| 34 | BLACKSTONE INC | BX | 515,427 | $77.1M | 0.63% |
| 35 | GRUPO FINANCIERO GALICIA S.A | GGAL | 1,442,719 | $72.7M | 0.60% |
| 36 | ISHARES TR | 46432F842 | 857,500 | $71.6M | 0.59% |
| 37 | GALLAGHER ARTHUR J & CO | 363576109 | 197,748 | $63.3M | 0.52% |
| 38 | PROGRESSIVE CORP | 743315103 | 236,388 | $63.1M | 0.52% |
| 39 | PROLOGIS INC. | PLDGP | 572,548 | $60.2M | 0.49% |
| 40 | CHIPOTLE MEXICAN GRILL INC | CMG | 649,076 | $36.4M | 0.30% |
| 41 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 363,101 | $35.6M | 0.29% |
| 42 | ISHARES TR | 46429B598 | 522,700 | $29.1M | 0.24% |
| 43 | EMBRAER S.A. | EMBJ | 438,372 | $24.9M | 0.20% |
| 44 | BELLRING BRANDS INC | BRBR | 336,303 | $19.5M | 0.16% |
| 45 | GRAB HOLDINGS LIMITED | GRABW | 3,680,440 | $18.5M | 0.15% |
| 46 | TESLA INC | TSLA | 56,762 | $18.0M | 0.15% |
| 47 | ENSIGN GROUP INC | ENSG | 108,306 | $16.7M | 0.14% |
| 48 | VISTA ENERGY S.A.B. DE C.V. | VSOGF | 326,200 | $15.6M | 0.13% |
| 49 | CRANE COMPANY | CR | 81,670 | $15.5M | 0.13% |
| 50 | COUPANG INC | CPNG | 509,661 | $15.3M | 0.13% |
| 51 | SOUTHERN COPPER CORP | SCCO | 148,979 | $15.1M | 0.12% |
| 52 | RBC BEARINGS INC | RBC | 38,807 | $14.9M | 0.12% |
| 53 | CASEYS GEN STORES INC | 147528103 | 28,617 | $14.6M | 0.12% |
| 54 | FEDERAL SIGNAL CORP | FSS | 136,526 | $14.5M | 0.12% |
| 55 | CASELLA WASTE SYS INC | CWST | 124,332 | $14.3M | 0.12% |
| 56 | MERIT MED SYS INC | 589889104 | 149,709 | $14.0M | 0.11% |
| 57 | CELESTICA INC | CLS | 84,340 | $13.2M | 0.11% |
| 58 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 142,049 | $13.2M | 0.11% |
| 59 | HEALTHEQUITY INC | HQY | 124,269 | $13.0M | 0.11% |
| 60 | FIRST FINL BANKSHARES INC | 32020R109 | 361,775 | $13.0M | 0.11% |
| 61 | KE HLDGS INC | BEKE | 721,480 | $12.8M | 0.11% |
| 62 | Q2 HLDGS INC | QTWO | 129,634 | $12.1M | 0.10% |
| 63 | VSE CORP | VSECU | 91,734 | $12.0M | 0.10% |
| 64 | STERLING INFRASTRUCTURE INC | STRL | 52,012 | $12.0M | 0.10% |
| 65 | MOELIS & CO | MC | 190,750 | $11.9M | 0.10% |
| 66 | STIFEL FINL CORP | 860630102 | 109,093 | $11.3M | 0.09% |
| 67 | SENSIENT TECHNOLOGIES CORP | SXT | 101,310 | $10.0M | 0.08% |
| 68 | NOVA MEASURING INSTRUMENTS L | NVMI | 36,017 | $9.9M | 0.08% |
| 69 | SPX TECHNOLOGIES INC | SPXC | 58,591 | $9.8M | 0.08% |
| 70 | PIPER SANDLER COMPANIES | PIPR | 33,426 | $9.3M | 0.08% |
| 71 | BOOT BARN HLDGS INC | BOOT | 61,032 | $9.3M | 0.08% |
| 72 | BRINKER INTL INC | 109641100 | 51,407 | $9.3M | 0.08% |
| 73 | ARGAN INC | AGX | 41,346 | $9.1M | 0.07% |
| 74 | BADGER METER INC | BMI | 35,912 | $8.8M | 0.07% |
| 75 | VARONIS SYS INC | VRNS | 170,045 | $8.6M | 0.07% |
| 76 | COMMVAULT SYS INC | CVLT | 49,395 | $8.6M | 0.07% |
| 77 | MIRION TECHNOLOGIES INC | MIR | 392,685 | $8.5M | 0.07% |
| 78 | OSI SYSTEMS INC | OSIS | 37,578 | $8.4M | 0.07% |
| 79 | NU HLDGS LTD | NU | 594,000 | $8.1M | 0.07% |
| 80 | COCA-COLA FEMSA SAB DE CV | COCSF | 83,549 | $8.1M | 0.07% |
| 81 | ISHARES INC | 46434G103 | 134,100 | $8.1M | 0.07% |
| 82 | OLLIES BARGAIN OUTLET HLDGS | 681116109 | 60,296 | $7.9M | 0.07% |
| 83 | MERCURY SYS INC | MRCY | 142,108 | $7.7M | 0.06% |
| 84 | INTEGER HLDGS CORP | ITGR | 62,230 | $7.7M | 0.06% |
| 85 | ALKAMI TECHNOLOGY INC | ALKT | 251,610 | $7.6M | 0.06% |
| 86 | OPTION CARE HEALTH INC | OPCH | 231,578 | $7.5M | 0.06% |
| 87 | CREDICORP LTD | BAP | 31,829 | $7.1M | 0.06% |
| 88 | KIRBY CORP | KEX | 62,447 | $7.1M | 0.06% |
| 89 | MUELLER WTR PRODS INC | 624758108 | 283,035 | $6.8M | 0.06% |
| 90 | HDFC BANK LTD | HDB | 86,700 | $6.6M | 0.05% |
| 91 | MATADOR RES CO | MTDR | 138,555 | $6.6M | 0.05% |
| 92 | PALOMAR HLDGS INC | PLMR | 42,183 | $6.5M | 0.05% |
| 93 | RADNET INC | RDNT | 109,540 | $6.2M | 0.05% |
| 94 | INSMED INC | INSM | 60,741 | $6.1M | 0.05% |
| 95 | AMERIPRISE FINL INC | 03076C106 | 10,381 | $5.5M | 0.05% |
| 96 | ISHARES TR | 464287648 | 18,600 | $5.3M | 0.04% |
| 97 | EXLSERVICE HOLDINGS INC | EXLS | 117,405 | $5.1M | 0.04% |
| 98 | BLUEPRINT MEDICINES CORP | 09627Y109 | 39,676 | $5.1M | 0.04% |
| 99 | ORACLE CORP | ORCL-PD | 20,546 | $4.5M | 0.04% |
| 100 | NETEASE INC | NETTF | 33,006 | $4.4M | 0.04% |
| 101 | SPS COMM INC | SPSC | 32,271 | $4.4M | 0.04% |
| 102 | ROBINHOOD MKTS INC | 770700102 | 43,380 | $4.1M | 0.03% |
| 103 | CLEARWATER ANALYTICS HLDGS I | CWAN | 177,255 | $3.9M | 0.03% |
| 104 | LANTHEUS HLDGS INC | LNTH | 45,840 | $3.8M | 0.03% |
| 105 | ACV AUCTIONS INC | ACVA | 212,165 | $3.4M | 0.03% |
| 106 | SPROUTS FMRS MKT INC | 85208M102 | 20,212 | $3.3M | 0.03% |
| 107 | RHYTHM PHARMACEUTICALS INC | RYTM | 52,460 | $3.3M | 0.03% |
| 108 | MODINE MFG CO | 607828100 | 32,400 | $3.2M | 0.03% |
| 109 | HEICO CORP NEW | HEI-A | 9,448 | $3.1M | 0.03% |
| 110 | VERTEX INC | VERX | 86,492 | $3.1M | 0.03% |
| 111 | GRID DYNAMICS HLDGS INC | GDYN | 263,719 | $3.0M | 0.02% |
| 112 | CACTUS INC | WHD | 69,460 | $3.0M | 0.02% |
| 113 | COCA-COLA EUROPACIFIC PARTNE | CCEP | 32,477 | $3.0M | 0.02% |
| 114 | MONDAY COM LTD | MNDY | 9,239 | $2.9M | 0.02% |
| 115 | IONQ INC | IONQ-WT | 67,470 | $2.9M | 0.02% |
| 116 | PROTAGONIST THERAPEUTICS INC | PTGX | 51,233 | $2.8M | 0.02% |
| 117 | AXSOME THERAPEUTICS INC | AXSM | 27,106 | $2.8M | 0.02% |
| 118 | FERRARI N V | RACE | 4,675 | $2.3M | 0.02% |
| 119 | INNODATA INC | INOD | 43,814 | $2.2M | 0.02% |
| 120 | VEEVA SYS INC | VEEV | 7,474 | $2.2M | 0.02% |
| 121 | COINBASE GLOBAL INC | COIN | 5,765 | $2.0M | 0.02% |
| 122 | NOVANTA INC | NOVTU | 14,532 | $1.9M | 0.02% |
| 123 | CADRE HLDGS INC | CDRE | 55,727 | $1.8M | 0.01% |
| 124 | SUPERNUS PHARMACEUTICALS INC | SUPN | 56,115 | $1.8M | 0.01% |
| 125 | VANGUARD STAR FDS | 921909768 | 23,800 | $1.6M | 0.01% |
| 126 | JOBY AVIATION INC | JOBY-WT | 153,600 | $1.6M | 0.01% |
| 127 | TRIP COM GROUP LTD | TRPCF | 26,639 | $1.6M | 0.01% |
| 128 | ISHARES TR | 464287200 | 2,500 | $1.6M | 0.01% |
| 129 | ISHARES TR | 46434V423 | 37,800 | $1.5M | 0.01% |
| 130 | ISHARES INC | 46434G772 | 18,000 | $1.0M | 0.01% |
| 131 | MONSTER BEVERAGE CORP NEW | MNST | 16,025 | $1.0M | 0.01% |
| 132 | CYBERARK SOFTWARE LTD | M2682V108 | 2,454 | $998,484 | 0.01% |
| 133 | FORTINET INC | FTNT | 8,008 | $846,606 | 0.01% |
| 134 | ROLLINS INC | ROL | 13,870 | $782,545 | 0.01% |
| 135 | CAMDEN PPTY TR | 133131102 | 6,923 | $780,153 | 0.01% |
| 136 | LIBERTY MEDIA CORP DEL | FWONB | 4,400 | $459,800 | 0.00% |
| 137 | FAIR ISAAC CORP | FICO | 142 | $259,570 | 0.00% |
| 138 | TYLER TECHNOLOGIES INC | TYL | 319 | $189,116 | 0.00% |