AXIOM INVESTORS LLC /DE Q1 2017 Filing
Filed May 12, 2017
Portfolio Value
$3.9T
Holdings
148
Report Date
Q1 2017
Filing Type
13F-HR
All Holdings (148 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 9,150,526 | $300.5B | 7.70% | |
| 2 | METAFACEBOOK | 1,429,822 | $203.1B | 5.21% | |
| 3 | BABAALIBABA GROUP HLDG LTD | 1,724,702 | $186.0B | 4.77% | |
| 4 | GOOGLALPHABET INC | 215,808 | $183.0B | 4.69% | |
| 5 | ITUBITAU UNIBANCO HLDG SA | 14,171,183 | $171.0B | 4.38% | |
| 6 | AVGOBROADCOM LTD | 528,518 | $115.7B | 2.97% | |
| 7 | VVISA INC | 1,253,619 | $111.4B | 2.86% | |
| 8 | ADBEADOBE SYS INC | 662,962 | $86.3B | 2.21% | |
| 9 | BAPCREDICORP LTD | 510,835 | $83.4B | 2.14% | |
| 10 | IBNICICI BK LTD | 9,140,780 | $78.6B | 2.01% | |
| 11 | CTRPUSDCTRIP COM INTL LTD | 1,537,617 | $75.6B | 1.94% | |
| 12 | EOGEOG RES INC | 759,669 | $74.1B | 1.90% | |
| 13 | PBRPETROLEO BRASILEIRO SA PETRO | 7,308,455 | $70.8B | 1.82% | |
| 14 | AMZNAMAZON COM INC | 79,513 | $70.5B | 1.81% | |
| 15 | INDAISHARES TR | 2,231,650 | $70.3B | 1.80% | |
| 16 | MSFTMICROSOFT CORP | 1,052,810 | $69.3B | 1.78% | |
| 17 | GPNGLOBAL PMTS INC | 726,600 | $58.6B | 1.50% | |
| 18 | TRVCCITIGROUP INC | 975,003 | $58.3B | 1.49% | |
| 19 | SQMSOCIEDAD QUIMICA MINERA DE C | 1,630,752 | $56.0B | 1.44% | |
| 20 | CXCEMEX SAB DE CV | 6,177,280 | $56.0B | 1.44% | |
| 21 | AAPLAPPLE INC | 388,940 | $55.9B | 1.43% | |
| 22 | MGMMGM RESORTS INTERNATIONAL | 1,988,840 | $54.5B | 1.40% | |
| 23 | —TIM PARTICIPACOES S A | 3,332,680 | $53.3B | 1.36% | |
| 24 | FMXFOMENTO ECONOMICO MEXICANO S | 600,988 | $53.2B | 1.36% | |
| 25 | JDJD COM INC | 1,686,980 | $52.5B | 1.35% | |
| 26 | SCCOSOUTHERN COPPER CORP | 1,408,212 | $50.5B | 1.30% | |
| 27 | GGBGERDAU S A | 14,585,900 | $50.3B | 1.29% | |
| 28 | CMCSACOMCAST CORP NEW | 1,278,658 | $48.1B | 1.23% | |
| 29 | MHKMOHAWK INDS INC | 206,230 | $47.3B | 1.21% | |
| 30 | —JOHNSON CTLS INC | 1,121,420 | $47.2B | 1.21% | |
| 31 | SNASNAP ON INC | 248,215 | $41.9B | 1.07% | |
| 32 | CBCHUBB CORP | 296,734 | $40.4B | 1.04% | |
| 33 | CXOEURCONCHO RES INC | 313,930 | $40.3B | 1.03% | |
| 34 | MDLZMONDELEZ INTL INC | 904,877 | $39.0B | 1.00% | |
| 35 | KEYKEYCORP NEW | 2,190,000 | $38.9B | 1.00% | |
| 36 | BKNGPRICELINE COM INC | 21,626 | $38.5B | 0.99% | |
| 37 | YPFYPF SOCIEDAD ANONIMA | 1,554,470 | $37.7B | 0.97% | |
| 38 | HONHONEYWELL INTL INC | 300,626 | $37.5B | 0.96% | |
| 39 | HDBHDFC BANK LTD | 483,844 | $36.4B | 0.93% | |
| 40 | CIBEURBANCOLOMBIA S A | 903,829 | $36.0B | 0.92% | |
| 41 | ATVIEURACTIVISION BLIZZARD INC | 718,359 | $35.8B | 0.92% | |
| 42 | RTN1USDRAYTHEON CO | 228,608 | $34.9B | 0.89% | |
| 43 | ULTAULTA SALON COSMETCS & FRAG I | 122,050 | $34.8B | 0.89% | |
| 44 | BERYEURBERRY PLASTICS GROUP INC | 707,938 | $34.4B | 0.88% | |
| 45 | SLBSCHLUMBERGER LTD | 440,103 | $34.4B | 0.88% | |
| 46 | CPACOPA HOLDINGS SA | 303,705 | $34.1B | 0.87% | |
| 47 | ALLEALLEGION PUB LTD CO | 449,387 | $34.0B | 0.87% | |
| 48 | GSGOLDMAN SACHS GROUP INC | 142,539 | $32.7B | 0.84% | |
| 49 | NBISYANDEX N V | 1,481,690 | $32.5B | 0.83% | |
| 50 | ROLROLLINS INC | 825,020 | $30.6B | 0.79% | |
| 51 | DALDELTA AIR LINES INC DEL | 650,530 | $29.9B | 0.77% | |
| 52 | —ALLERGAN PLC | 125,112 | $29.9B | 0.77% | |
| 53 | MNSTMONSTER BEVERAGE CORP NEW | 643,414 | $29.7B | 0.76% | |
| 54 | FRCBFIRST REP BK SAN FRANCISCO C | 279,590 | $26.2B | 0.67% | |
| 55 | —ENCANA CORP | 2,150,900 | $25.2B | 0.65% | |
| 56 | PTIP T TELEKOMUNIKASI INDONESIA | 437,985 | $13.7B | 0.35% | |
| 57 | RDYDR REDDYS LABS LTD | 275,900 | $11.1B | 0.28% | |
| 58 | LFUSLITTELFUSE INC | 62,092 | $9.9B | 0.25% | |
| 59 | MRCYMERCURY SYS INC | 242,404 | $9.5B | 0.24% | |
| 60 | JBTJOHN BEAN TECHNOLOGIES CORP | 98,549 | $8.7B | 0.22% | |
| 61 | BFAMBRIGHT HORIZONS FAM SOL IN D | 117,953 | $8.6B | 0.22% | |
| 62 | SPBSPECTRUM BRANDS HLDGS INC | 56,638 | $7.9B | 0.20% | |
| 63 | BAHBOOZ ALLEN HAMILTON HLDG COR | 215,880 | $7.6B | 0.20% | |
| 64 | EGBNEAGLE BANCORP INC MD | 126,635 | $7.6B | 0.19% | |
| 65 | COHREURCOHERENT INC | 36,454 | $7.5B | 0.19% | |
| 66 | PRAHPRA HEALTH SCIENCES INC | 113,678 | $7.4B | 0.19% | |
| 67 | EEFTEURONET WORLDWIDE INC | 78,527 | $6.7B | 0.17% | |
| 68 | MPWRMONOLITHIC PWR SYS INC | 72,497 | $6.7B | 0.17% | |
| 69 | ABMABM INDS INC | 152,945 | $6.7B | 0.17% | |
| 70 | UCBUNITED CMNTY BKS BLAIRSVLE G | 240,362 | $6.7B | 0.17% | |
| 71 | VCRAUSDVOCERA COMMUNICATINS INC | 261,118 | $6.5B | 0.17% | |
| 72 | EVREVERCORE PARTNERS INC | 70,729 | $5.5B | 0.14% | |
| 73 | CGNXCOGNEX CORP | 63,577 | $5.3B | 0.14% | |
| 74 | SSFSENSIENT TECHNOLOGIES CORP | 66,431 | $5.3B | 0.13% | |
| 75 | QTWOQ2 HLDGS INC | 145,289 | $5.1B | 0.13% | |
| 76 | ATSG*AIR TRANSPORT SERVICES GRP I | 310,640 | $5.0B | 0.13% | |
| 77 | LOGMEURLOGMEIN INC | 50,908 | $5.0B | 0.13% | |
| 78 | PLAYDAVE & BUSTERS ENTMT INC | 79,587 | $4.9B | 0.12% | |
| 79 | CENTCENTRAL GARDEN & PET CO | 126,222 | $4.7B | 0.12% | |
| 80 | INGNINOGEN INC | 58,478 | $4.5B | 0.12% | |
| 81 | DLXDELUXE CORP | 61,752 | $4.5B | 0.11% | |
| 82 | OLLIOLLIES BARGAIN OUTLT HLDGS I | 132,831 | $4.5B | 0.11% | |
| 83 | BIDUNBAIDU INC | 25,776 | $4.4B | 0.11% | |
| 84 | PLCECHILDRENS PL INC | 35,811 | $4.3B | 0.11% | |
| 85 | NGVTINGEVITY CORP | 70,645 | $4.3B | 0.11% | |
| 86 | —MICROSEMI CORP | 82,597 | $4.3B | 0.11% | |
| 87 | EXPOEXPONENT INC | 67,651 | $4.0B | 0.10% | |
| 88 | DOOREURMASONITE INTL CORP NEW | 50,344 | $4.0B | 0.10% | |
| 89 | SUPNSUPERNUS PHARMACEUTICALS INC | 125,010 | $3.9B | 0.10% | |
| 90 | WF2WINTRUST FINL CORP | 55,920 | $3.9B | 0.10% | |
| 91 | PLNTPLANET FITNESS INC | 200,536 | $3.9B | 0.10% | |
| 92 | HCQAMN HEALTHCARE SERVICES INC | 92,353 | $3.8B | 0.10% | |
| 93 | NSYNICE SYS LTD | 53,830 | $3.7B | 0.09% | |
| 94 | —PRIMO WTR CORP | 267,103 | $3.6B | 0.09% | |
| 95 | XPOXPO LOGISTICS INC | 75,370 | $3.6B | 0.09% | |
| 96 | COR1EURCORESITE RLTY CORP | 37,449 | $3.4B | 0.09% | |
| 97 | NSANATIONAL STORAGE AFFILIATES | 140,235 | $3.4B | 0.09% | |
| 98 | —MEDIDATA SOLUTIONS INC | 56,220 | $3.2B | 0.08% | |
| 99 | TYLTYLER TECHNOLOGIES INC | 20,440 | $3.2B | 0.08% | |
| 100 | NVROEURNEVRO CORP | 32,539 | $3.0B | 0.08% |
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