AXIOM INVESTORS LLC /DE Q1 2018 Filing

Filed May 14, 2018

Portfolio Value

$4.1B

Holdings

148

Report Date

Q1 2018

Filing Type

13F-HR

All Holdings (148 positions)

StockValue
BABAALIBABA GROUP HLDG LTD
$456.9M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$286.6M
ITUBITAU UNIBANCO HLDG SA
$207.9M
METAFACEBOOK
$147.2M
GOOGLALPHABET INC
$138.9M
VVISA INC
$119.6M
PBRPETROLEO BRASILEIRO SA PETRO
$110.4M
ADBEADOBE SYS INC
$92.7M
AVGOBROADCOM LTD
$92.0M
AMZNAMAZON COM INC
$85.7M
MSFTMICROSOFT CORP
$82.7M
IBNICICI BK LTD
$81.7M
AMXNAMERICA MOVIL SAB DE CV
$74.4M
NBISYANDEX N V
$72.4M
BAPCREDICORP LTD
$70.7M
GPNGLOBAL PMTS INC
$65.8M
TRVCCITIGROUP INC
$63.2M
EOGEOG RES INC
$61.3M
PYPLPAYPAL HLDGS INC
$60.7M
GGBGERDAU S A
$58.3M
ILMNILLUMINA INC
$56.6M
NVDANVIDIA CORP
$53.3M
MHKMOHAWK INDS INC
$47.9M
JDJD COM INC
$45.9M
TIM PARTICIPACOES S A
$45.8M
KEYKEYCORP NEW
$45.2M
RTN1USDRAYTHEON CO
$45.1M
CHINA LODGING GROUP LTD
$45.0M
HONHONEYWELL INTL INC
$43.2M
AAPLAPPLE INC
$41.8M
SQMSOCIEDAD QUIMICA MINERA DE C
$41.5M
CTRPUSDCTRIP COM INTL LTD
$39.6M
HDBHDFC BANK LTD
$39.4M
MCDMCDONALDS CORP
$38.6M
ALLEALLEGION PUB LTD CO
$36.9M
ZTSZOETIS INC
$36.6M
CXOEURCONCHO RES INC
$35.6M
SCCOSOUTHERN COPPER CORP
$34.9M
FMXFOMENTO ECONOMICO MEXICANO S
$32.8M
NFLXNETFLIX INC
$31.8M
MGMMGM RESORTS INTERNATIONAL
$31.3M
STZCONSTELLATION BRANDS INC
$29.3M
BMABANCO MACRO SA
$29.3M
SLBSCHLUMBERGER LTD
$28.5M
CPACOPA HOLDINGS SA
$28.4M
ATVIEURACTIVISION BLIZZARD INC
$28.3M
MNSTMONSTER BEVERAGE CORP NEW
$25.9M
TALTAL ED GROUP
$24.9M
NTESNETEASE INC
$24.2M
YPFYPF SOCIEDAD ANONIMA
$24.2M
BIIBBIOGEN INC
$23.3M
ENCANA CORP
$23.2M
TMOTHERMO FISHER SCIENTIFIC INC
$19.3M
BERYEURBERRY GLOBAL GROUP INC
$18.5M
AFWALIGN TECHNOLOGY INC
$18.1M
SANBANCO SANTANDER SA
$16.7M
GOOSCANADA GOOSE HOLDINGS INC
$14.1M
XPOXPO LOGISTICS INC
$13.1M
BFAMBRIGHT HORIZONS FAM SOL IN D
$12.6M
PLNTPLANET FITNESS INC
$11.7M
JBTJOHN BEAN TECHNOLOGIES CORP
$11.6M
PRAHPRA HEALTH SCIENCES INC
$10.9M
VRNSVARONIS SYS INC
$10.0M
BIDUNBAIDU INC
$9.8M
LOGMEURLOGMEIN INC
$9.1M
2U INC
$8.7M
RNGRINGCENTRAL INC
$8.5M
YUMCYUM CHINA HLDGS INC
$8.5M
NSYNICE SYS LTD
$8.2M
UCBUNITED CMNTY BKS BLAIRSVLE G
$8.1M
LFUSLITTELFUSE INC
$7.9M
INDAISHARES TR
$7.7M
OLLIOLLIES BARGAIN OUTLT HLDGS I
$7.3M
EVBGEUREVERBRIDGE INC
$7.2M
TYLTYLER TECHNOLOGIES INC
$6.9M
QDELUSDQUIDEL CORP
$6.7M
WF2WINTRUST FINL CORP
$6.6M
7SUSUMMIT MATLS INC
$6.5M
HUBSHUBSPOT INC
$6.4M
HCSGHEALTHCARE SVCS GRP INC
$6.1M
MRCYMERCURY SYS INC
$6.0M
PAYCPAYCOM SOFTWARE INC
$5.9M
INGNINOGEN INC
$5.9M
WXP ENERGY INC
$5.8M
QTWOQ2 HLDGS INC
$5.8M
ATSG*AIR TRANSPORT SERVICES GRP I
$5.7M
MPWRMONOLITHIC PWR SYS INC
$5.6M
PODDINSULET CORP
$5.3M
TXRHTEXAS ROADHOUSE INC
$5.2M
PRLBPROTO LABS INC
$5.0M
NGVTINGEVITY CORP
$4.6M
EVREVERCORE INC
$4.6M
SMINISHARES TR
$4.6M
ZEN1EURZENDESK INC
$4.6M
SFSTIFEL FINL CORP
$4.6M
EXPOEXPONENT INC
$4.4M
GRUBHUB INC
$4.4M
CENTCENTRAL GARDEN & PET CO
$4.4M
DLXDELUXE CORP
$4.2M
MINDBODY INC
$4.2M
Page 1 of 2Next