13F HOLDINGS REPORT
AXIOM INVESTORS LLC /DE
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001109147-25-000008
Total Value
$13.58B
Positions
128
Other Managers
0
Confidential Omitted
No
Holdings (128)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 7,539,332 | $1.41B | 10.36% |
| 2 | MICROSOFT CORP | MSFT | 2,461,069 | $1.27B | 9.39% |
| 3 | META PLATFORMS INC | META | 1,408,459 | $1.03B | 7.62% |
| 4 | AMAZON COM INC | AMZN | 3,802,029 | $834.8M | 6.15% |
| 5 | NETFLIX INC | NFLX | 659,834 | $791.1M | 5.83% |
| 6 | ORACLE CORP | ORCL-PD | 2,185,824 | $614.7M | 4.53% |
| 7 | MORGAN STANLEY | MS-PQ | 3,803,964 | $604.7M | 4.45% |
| 8 | JPMORGAN CHASE & CO. | VYLD | 1,731,323 | $546.1M | 4.02% |
| 9 | APPLOVIN CORP | APP | 620,481 | $445.8M | 3.28% |
| 10 | SERVICENOW INC | NOW | 472,979 | $435.3M | 3.21% |
| 11 | GE AEROSPACE | 369604301 | 1,281,307 | $385.4M | 2.84% |
| 12 | AMPHENOL CORP NEW | 032095101 | 2,971,135 | $367.7M | 2.71% |
| 13 | SPOTIFY TECHNOLOGY S A | SPOT | 514,708 | $359.3M | 2.65% |
| 14 | GE VERNOVA INC | GEV | 578,186 | $355.5M | 2.62% |
| 15 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,008,349 | $281.6M | 2.07% |
| 16 | BOSTON SCIENTIFIC CORP | BSX | 2,574,665 | $251.4M | 1.85% |
| 17 | ALPHABET INC | GOOG | 859,313 | $208.9M | 1.54% |
| 18 | BROADCOM INC | AVGO | 624,001 | $205.9M | 1.52% |
| 19 | APPLE INC | AAPL | 742,215 | $189.0M | 1.39% |
| 20 | MERCADOLIBRE INC | MELI | 78,006 | $182.3M | 1.34% |
| 21 | SEA LTD | SE | 971,755 | $173.7M | 1.28% |
| 22 | ICICI BANK LIMITED | IBN | 5,078,085 | $153.5M | 1.13% |
| 23 | SHOPIFY INC | SHOP | 1,021,941 | $151.9M | 1.12% |
| 24 | CINTAS CORP | CTAS | 681,669 | $139.9M | 1.03% |
| 25 | NU HLDGS LTD | NU | 7,281,397 | $116.6M | 0.86% |
| 26 | COSTCO WHSL CORP NEW | 22160K105 | 115,759 | $107.2M | 0.79% |
| 27 | TJX COS INC NEW | 872540109 | 719,375 | $104.0M | 0.77% |
| 28 | UBER TECHNOLOGIES INC | UBER | 1,042,176 | $102.1M | 0.75% |
| 29 | AXON ENTERPRISE INC | AXON | 138,530 | $99.4M | 0.73% |
| 30 | BLACKSTONE INC | BX | 571,175 | $97.6M | 0.72% |
| 31 | VISA INC | V | 283,010 | $96.6M | 0.71% |
| 32 | ISHARES TR | 46432F842 | 973,000 | $85.0M | 0.63% |
| 33 | LIVE NATION ENTERTAINMENT IN | LYV | 441,711 | $72.2M | 0.53% |
| 34 | PROLOGIS INC. | PLDGP | 531,283 | $60.8M | 0.45% |
| 35 | TENCENT MUSIC ENTMT GROUP | XHLD | 2,420,710 | $56.5M | 0.42% |
| 36 | INTUITIVE SURGICAL INC | ISRG | 116,312 | $52.0M | 0.38% |
| 37 | EQUINIX INC | EQIX | 63,306 | $49.6M | 0.37% |
| 38 | PROGRESSIVE CORP | 743315103 | 193,307 | $47.7M | 0.35% |
| 39 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 315,112 | $29.5M | 0.22% |
| 40 | ISHARES TR | 46429B598 | 546,000 | $28.4M | 0.21% |
| 41 | ENSIGN GROUP INC | ENSG | 164,187 | $28.4M | 0.21% |
| 42 | CASEYS GEN STORES INC | 147528103 | 43,271 | $24.5M | 0.18% |
| 43 | TESLA INC | TSLA | 52,590 | $23.4M | 0.17% |
| 44 | CELESTICA INC | CLS | 92,744 | $22.9M | 0.17% |
| 45 | GRAB HOLDINGS LIMITED | GRABW | 3,715,200 | $22.4M | 0.16% |
| 46 | STERLING INFRASTRUCTURE INC | STRL | 65,744 | $22.3M | 0.16% |
| 47 | MOELIS & CO | MC | 312,770 | $22.3M | 0.16% |
| 48 | FIRST FINL BANKSHARES INC | 32020R109 | 646,332 | $21.7M | 0.16% |
| 49 | ARGAN INC | AGX | 79,738 | $21.5M | 0.16% |
| 50 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 144,650 | $21.1M | 0.16% |
| 51 | PIPER SANDLER COMPANIES | PIPR | 60,176 | $20.9M | 0.15% |
| 52 | NOVA MEASURING INSTRUMENTS L | NVMI | 63,757 | $20.4M | 0.15% |
| 53 | VSE CORP | VSECU | 122,151 | $20.3M | 0.15% |
| 54 | VARONIS SYS INC | VRNS | 351,732 | $20.2M | 0.15% |
| 55 | CHECK POINT SOFTWARE TECH LT | M22465104 | 96,599 | $20.0M | 0.15% |
| 56 | SPX TECHNOLOGIES INC | SPXC | 106,039 | $19.8M | 0.15% |
| 57 | MODINE MFG CO | 607828100 | 139,139 | $19.8M | 0.15% |
| 58 | KARMAN HLDGS INC | KRMN | 271,257 | $19.6M | 0.14% |
| 59 | SOUTHERN COPPER CORP | SCCO | 160,675 | $19.5M | 0.14% |
| 60 | MERCURY SYS INC | MRCY | 247,828 | $19.2M | 0.14% |
| 61 | STIFEL FINL CORP | 860630102 | 168,235 | $19.1M | 0.14% |
| 62 | COMMVAULT SYS INC | CVLT | 98,959 | $18.7M | 0.14% |
| 63 | FABRINET | FN | 49,212 | $17.9M | 0.13% |
| 64 | EMBRAER S.A. | EMBJ | 296,726 | $17.9M | 0.13% |
| 65 | ISHARES TR | 464287648 | 54,100 | $17.3M | 0.13% |
| 66 | RBC BEARINGS INC | RBC | 44,325 | $17.3M | 0.13% |
| 67 | CRANE COMPANY | CR | 93,400 | $17.2M | 0.13% |
| 68 | CUSHMAN WAKEFIELD PLC | CWK | 1,029,651 | $16.4M | 0.12% |
| 69 | BOOT BARN HLDGS INC | BOOT | 98,302 | $16.3M | 0.12% |
| 70 | INTERDIGITAL INC | IDCC | 46,918 | $16.2M | 0.12% |
| 71 | AMERICAN SUPERCONDUCTOR CORP | AMSC | 264,660 | $15.7M | 0.12% |
| 72 | INSMED INC | INSM | 107,733 | $15.5M | 0.11% |
| 73 | FEDERAL SIGNAL CORP | FSS | 129,620 | $15.4M | 0.11% |
| 74 | RADNET INC | RDNT | 201,910 | $15.4M | 0.11% |
| 75 | SENSIENT TECHNOLOGIES CORP | SXT | 153,529 | $14.4M | 0.11% |
| 76 | COUPANG INC | CPNG | 446,570 | $14.4M | 0.11% |
| 77 | HEALTHEQUITY INC | HQY | 151,397 | $14.3M | 0.11% |
| 78 | Q2 HLDGS INC | QTWO | 197,654 | $14.3M | 0.11% |
| 79 | OLLIES BARGAIN OUTLET HLDGS | 681116109 | 105,958 | $13.6M | 0.10% |
| 80 | MIRION TECHNOLOGIES INC | MIR | 572,290 | $13.3M | 0.10% |
| 81 | IONQ INC | IONQ-WT | 210,871 | $13.0M | 0.10% |
| 82 | MERIT MED SYS INC | 589889104 | 155,740 | $13.0M | 0.10% |
| 83 | NETEASE INC | NETTF | 78,976 | $12.0M | 0.09% |
| 84 | CASELLA WASTE SYS INC | CWST | 119,228 | $11.3M | 0.08% |
| 85 | CREDICORP LTD | BAP | 36,685 | $9.8M | 0.07% |
| 86 | ISHARES INC | 46434G103 | 146,400 | $9.7M | 0.07% |
| 87 | RHYTHM PHARMACEUTICALS INC | RYTM | 83,031 | $8.4M | 0.06% |
| 88 | MATADOR RES CO | MTDR | 186,205 | $8.4M | 0.06% |
| 89 | OSI SYSTEMS INC | OSIS | 32,207 | $8.0M | 0.06% |
| 90 | HDFC BANK LTD | HDB | 228,000 | $7.8M | 0.06% |
| 91 | MUELLER WTR PRODS INC | 624758108 | 272,043 | $6.9M | 0.05% |
| 92 | ALKAMI TECHNOLOGY INC | ALKT | 260,975 | $6.5M | 0.05% |
| 93 | ROBINHOOD MKTS INC | 770700102 | 44,415 | $6.4M | 0.05% |
| 94 | AXSOME THERAPEUTICS INC | AXSM | 49,253 | $6.0M | 0.04% |
| 95 | JOBY AVIATION INC | JOBY-WT | 366,630 | $5.9M | 0.04% |
| 96 | BRIDGEBIO PHARMA INC | BBIO | 109,897 | $5.7M | 0.04% |
| 97 | HEICO CORP NEW | HEI-A | 17,341 | $5.6M | 0.04% |
| 98 | PROTAGONIST THERAPEUTICS INC | PTGX | 80,113 | $5.3M | 0.04% |
| 99 | INTEGER HLDGS CORP | ITGR | 50,602 | $5.2M | 0.04% |
| 100 | NUSCALE PWR CORP | NU | 140,612 | $5.1M | 0.04% |
| 101 | SUPERNUS PHARMACEUTICALS INC | SUPN | 104,636 | $5.0M | 0.04% |
| 102 | MANNKIND CORP | MNKD | 899,400 | $4.8M | 0.04% |
| 103 | INDIE SEMICONDUCTOR INC | INDI | 1,185,741 | $4.8M | 0.04% |
| 104 | BADGER METER INC | BMI | 24,545 | $4.4M | 0.03% |
| 105 | CLEARWATER ANALYTICS HLDGS I | CWAN | 226,393 | $4.1M | 0.03% |
| 106 | HOWMET AEROSPACE INC | HWM | 20,565 | $4.0M | 0.03% |
| 107 | FIRSTCASH HOLDINGS INC | FCFS | 24,265 | $3.8M | 0.03% |
| 108 | BRINKER INTL INC | 109641100 | 28,916 | $3.7M | 0.03% |
| 109 | PALOMAR HLDGS INC | PLMR | 30,657 | $3.6M | 0.03% |
| 110 | EXLSERVICE HOLDINGS INC | EXLS | 81,150 | $3.6M | 0.03% |
| 111 | AMERIPRISE FINL INC | 03076C106 | 6,433 | $3.2M | 0.02% |
| 112 | CACTUS INC | WHD | 73,325 | $2.9M | 0.02% |
| 113 | COINBASE GLOBAL INC | COIN | 7,390 | $2.5M | 0.02% |
| 114 | OPTION CARE HEALTH INC | OPCH | 89,120 | $2.5M | 0.02% |
| 115 | KT CORP | KT | 125,590 | $2.4M | 0.02% |
| 116 | VEEVA SYS INC | VEEV | 7,474 | $2.2M | 0.02% |
| 117 | ISHARES TR | 464287200 | 2,700 | $1.8M | 0.01% |
| 118 | TRIP COM GROUP LTD | TRPCF | 23,996 | $1.8M | 0.01% |
| 119 | ISHARES INC | 46434G772 | 27,100 | $1.7M | 0.01% |
| 120 | NOVANTA INC | NOVTU | 17,116 | $1.7M | 0.01% |
| 121 | ISHARES TR | 46434V423 | 23,400 | $949,572 | 0.01% |
| 122 | MONSTER BEVERAGE CORP NEW | MNST | 13,570 | $913,397 | 0.01% |
| 123 | ROLLINS INC | ROL | 13,870 | $814,724 | 0.01% |
| 124 | LIBERTY MEDIA CORP DEL | FWONB | 4,400 | $459,580 | 0.00% |
| 125 | FAIR ISAAC CORP | FICO | 142 | $212,507 | 0.00% |
| 126 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 25,180 | $180,541 | 0.00% |
| 127 | TYLER TECHNOLOGIES INC | TYL | 319 | $166,888 | 0.00% |
| 128 | VANGUARD STAR FDS | 921909768 | 1,000 | $73,460 | 0.00% |