AXIOM INVESTORS LLC /DE Q1 2021 Filing

Filed May 14, 2021

Portfolio Value

$5.5T

Holdings

131

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (131 positions)

StockValue
TSMTAIWAN SEMICONDUCTOR MFG LTD
$620.5M
BABAALIBABA GROUP HLDG LTD
$324.7M
MSFTMICROSOFT CORP
$224.7M
AMZNAMAZON COM INC
$181.7M
SESEA LTD
$179.1M
ADBEADOBE SYSTEMS INCORPORATED
$178.3M
NOWSERVICENOW INC
$161.7M
PYPLPAYPAL HLDGS INC
$161.4M
INFYINFOSYS LTD
$152.8M
GOOGLALPHABET INC
$140.8M
METAFACEBOOK INC
$134.7M
TSLATESLA INC
$115.0M
RNGRINGCENTRAL INC
$112.2M
VVISA INC
$98.1M
AAPLAPPLE INC
$92.8M
BIDUNBAIDU INC
$92.8M
ELLAUDER ESTEE COS INC
$90.4M
DEDEERE & CO
$85.3M
IDXXIDEXX LABS INC
$83.4M
DHRDANAHER CORPORATION
$81.2M
TREXTREX CO INC
$76.9M
NKENIKE INC
$74.9M
HDHOME DEPOT INC
$73.0M
NVDANVIDIA CORPORATION
$72.8M
AMDADVANCED MICRO DEVICES INC
$72.6M
CLVTRIP COM GROUP LTD
$70.1M
LVSLAS VEGAS SANDS CORP
$68.4M
GNRCGENERAC HLDGS INC
$66.2M
CPRTCOPART INC
$63.8M
LYVLIVE NATION ENTERTAINMENT IN
$60.7M
POOLPOOL CORP
$56.9M
SIVBEURSVB FINANCIAL GROUP
$56.8M
TELTE CONNECTIVITY LTD
$56.4M
ATVIEURACTIVISION BLIZZARD INC
$56.0M
STMSTMICROELECTRONICS N V
$53.7M
MRNAMODERNA INC
$48.4M
GLOBGLOBANT S A
$48.2M
DKNG1USDDRAFTKINGS INC
$47.9M
CPACOPA HOLDINGS SA
$46.8M
UBERUBER TECHNOLOGIES INC
$45.4M
NSYNICE LTD
$44.6M
XYZSQUARE INC
$43.8M
TALTAL EDUCATION GROUP
$41.9M
NBISYANDEX N V
$40.8M
CHGGCHEGG INC
$40.5M
KEYSKEYSIGHT TECHNOLOGIES INC
$40.2M
MLB1MERCADOLIBRE INC
$39.9M
IQVIQVIA HLDGS INC
$38.2M
ZTSZOETIS INC
$37.6M
GPNGLOBAL PMTS INC
$35.5M
LULULULULEMON ATHLETICA INC
$35.2M
IBNICICI BANK LIMITED
$32.3M
MAMASTERCARD INCORPORATED
$31.7M
INDAISHARES TR
$26.0M
IXUSISHARES TR
$23.5M
SHOPSHOPIFY INC
$18.5M
STNESTONECO LTD
$17.0M
DC4DEXCOM INC
$16.4M
WNSNWNS HOLDINGS LTD
$15.4M
IEMGISHARES INC
$15.2M
ITUBITAU UNIBANCO HLDG S A
$13.8M
SMINISHARES TR
$12.8M
AVLRUSDAVALARA INC
$11.9M
DAVAENDAVA PLC
$11.3M
VEEVVEEVA SYS INC
$11.2M
JDJD.COM INC
$11.1M
HDBHDFC BANK LTD
$9.5M
FRPTFRESHPET INC
$8.9M
AEOAMERICAN EAGLE OUTFITTERS IN
$8.5M
EXPOEXPONENT INC
$8.3M
ENSGENSIGN GROUP INC
$8.3M
LFUSLITTELFUSE INC
$8.1M
ACHCACADIA HEALTHCARE COMPANY IN
$7.8M
AIMCUSDALTRA INDL MOTION CORP
$7.6M
AFYAAFYA LTD
$7.3M
TRVCCITIGROUP INC
$7.1M
BLDTOPBUILD CORP
$7.0M
NVMINOVA MEASURING INSTRUMENTS L
$6.8M
ALGTALLEGIANT TRAVEL CO
$6.5M
NTRANATERA INC
$6.4M
FFINFIRST FINL BANKSHARES
$6.4M
VRNSVARONIS SYS INC
$6.4M
WHWYNDHAM HOTELS & RESORTS INC
$6.4M
BOOTBOOT BARN HLDGS INC
$6.0M
DKSDICKS SPORTING GOODS INC
$6.0M
UCBUNITED CMNTY BKS BLAIRSVLE G
$5.8M
HLIOHELIOS TECHNOLOGIES INC
$5.6M
OMCLOMNICELL COM
$5.6M
RGENREPLIGEN CORP
$5.5M
UMCUNITED MICROELECTRONICS CORP
$5.5M
SLABSILICON LABORATORIES INC
$5.3M
VIAVVIAVI SOLUTIONS INC
$5.2M
RBCRBC BEARINGS INC
$5.1M
FSSFEDERAL SIGNAL CORP
$5.0M
SFSTIFEL FINL CORP
$4.8M
7SUSUMMIT MATLS INC
$4.5M
IVVISHARES TR
$4.5M
HLNEHAMILTON LANE INC
$4.5M
AHCOADAPTHEALTH CORP
$4.4M
1GSNNOVANTA INC
$4.4M
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