AXIOM INVESTORS LLC /DE Q1 2022 Filing
Filed May 13, 2022
Portfolio Value
$4.2T
Holdings
113
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (113 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 3,447,928 | $359.5B | 8.50% | |
| 2 | MSFTMICROSOFT CORP | 1,002,407 | $309.1B | 7.30% | |
| 3 | GOOGLALPHABET INC | 78,578 | $218.6B | 5.17% | |
| 4 | TSLATESLA INC | 183,016 | $197.2B | 4.66% | |
| 5 | INFYINFOSYS LTD | 7,584,800 | $188.8B | 4.46% | |
| 6 | NOWSERVICENOW INC | 306,371 | $170.6B | 4.03% | |
| 7 | DHRDANAHER CORPORATION | 537,634 | $157.7B | 3.73% | |
| 8 | GLOBGLOBANT S A | 543,874 | $142.5B | 3.37% | |
| 9 | AMZNAMAZON COM INC | 42,403 | $138.2B | 3.27% | |
| 10 | TELTE CONNECTIVITY LTD | 771,662 | $101.1B | 2.39% | |
| 11 | ELLAUDER ESTEE COS INC | 359,748 | $98.0B | 2.32% | |
| 12 | AAPLAPPLE INC | 561,048 | $98.0B | 2.32% | |
| 13 | LYVLIVE NATION ENTERTAINMENT IN | 798,234 | $93.9B | 2.22% | |
| 14 | ITGARTNER INC | 302,943 | $90.1B | 2.13% | |
| 15 | CPRTCOPART INC | 697,696 | $87.5B | 2.07% | |
| 16 | SIVBEURSVB FINANCIAL GROUP | 153,705 | $86.0B | 2.03% | |
| 17 | ADBEADOBE SYSTEMS INCORPORATED | 183,625 | $83.7B | 1.98% | |
| 18 | VVISA INC | 337,332 | $74.8B | 1.77% | |
| 19 | GNRCGENERAC HLDGS INC | 235,701 | $70.1B | 1.66% | |
| 20 | AMDADVANCED MICRO DEVICES INC | 606,090 | $66.3B | 1.57% | |
| 21 | DEDEERE & CO | 146,093 | $60.7B | 1.43% | |
| 22 | NVDANVIDIA CORPORATION | 221,910 | $60.5B | 1.43% | |
| 23 | ZTSZOETIS INC | 308,177 | $58.1B | 1.37% | |
| 24 | BXBLACKSTONE INC | 449,822 | $57.1B | 1.35% | |
| 25 | IDXXIDEXX LABS INC | 101,317 | $55.4B | 1.31% | |
| 26 | CALYCALLAWAY GOLF CO | 2,335,520 | $54.7B | 1.29% | |
| 27 | A4SAMERIPRISE FINL INC | 178,423 | $53.6B | 1.27% | |
| 28 | COSTCOSTCO WHSL CORP NEW | 91,864 | $52.9B | 1.25% | |
| 29 | NTRNUTRIEN LTD | 460,496 | $47.9B | 1.13% | |
| 30 | MLB1MERCADOLIBRE INC | 37,053 | $44.1B | 1.04% | |
| 31 | IQVIQVIA HLDGS INC | 186,374 | $43.1B | 1.02% | |
| 32 | BIDUNBAIDU INC | 321,044 | $42.5B | 1.00% | |
| 33 | CPACOPA HOLDINGS SA | 476,365 | $39.8B | 0.94% | |
| 34 | XPXP INC | 1,283,721 | $38.6B | 0.91% | |
| 35 | INDAISHARES TR | 845,200 | $37.7B | 0.89% | |
| 36 | AFWALIGN TECHNOLOGY INC | 86,375 | $37.7B | 0.89% | |
| 37 | UBERUBER TECHNOLOGIES INC | 1,035,664 | $37.0B | 0.87% | |
| 38 | CHKPCHECK POINT SOFTWARE TECH LT | 229,884 | $31.8B | 0.75% | |
| 39 | ALCALCON AG | 344,954 | $27.4B | 0.65% | |
| 40 | ICLRICON PLC | 104,433 | $25.4B | 0.60% | |
| 41 | IXUSISHARES TR | 339,700 | $22.6B | 0.53% | |
| 42 | DAVAENDAVA PLC | 168,237 | $22.4B | 0.53% | |
| 43 | XYZBLOCK INC | 148,228 | $20.1B | 0.48% | |
| 44 | NSYNICE LTD | 87,567 | $19.2B | 0.45% | |
| 45 | TREXTREX CO INC | 275,771 | $18.0B | 0.43% | |
| 46 | STMSTMICROELECTRONICS N V | 346,300 | $15.0B | 0.35% | |
| 47 | RGENREPLIGEN CORP | 78,408 | $14.7B | 0.35% | |
| 48 | AMXNAMERICA MOVIL SAB DE CV | 650,820 | $13.8B | 0.33% | |
| 49 | SMINISHARES TR | 224,900 | $12.6B | 0.30% | |
| 50 | HDBHDFC BANK LTD | 203,100 | $12.5B | 0.29% | |
| 51 | KSAISHARES TR | 255,700 | $12.1B | 0.29% | |
| 52 | IEMGISHARES INC | 217,800 | $12.1B | 0.29% | |
| 53 | WHWYNDHAM HOTELS & RESORTS INC | 127,662 | $10.8B | 0.26% | |
| 54 | MSCIMSCI INC | 21,393 | $10.8B | 0.25% | |
| 55 | DLODLOCAL LTD | 340,527 | $10.6B | 0.25% | |
| 56 | UNHUNITEDHEALTH GROUP INC | 18,282 | $9.3B | 0.22% | |
| 57 | ICEINTERCONTINENTAL EXCHANGE IN | 70,036 | $9.3B | 0.22% | |
| 58 | LNGCHENIERE ENERGY INC | 64,211 | $8.9B | 0.21% | |
| 59 | UCBUNITED CMNTY BKS BLAIRSVLE G | 238,805 | $8.3B | 0.20% | |
| 60 | WSCWILLSCOT MOBIL MINI HLDNG CO | 211,799 | $8.3B | 0.20% | |
| 61 | TWNKEURHOSTESS BRANDS INC | 375,320 | $8.2B | 0.19% | |
| 62 | ENSGENSIGN GROUP INC | 86,460 | $7.8B | 0.18% | |
| 63 | EXPOEXPONENT INC | 70,710 | $7.6B | 0.18% | |
| 64 | NVEEUSDNV5 GLOBAL INC | 56,615 | $7.5B | 0.18% | |
| 65 | APLEAPPLE HOSPITALITY REIT INC | 415,129 | $7.5B | 0.18% | |
| 66 | ACHCACADIA HEALTHCARE COMPANY IN | 113,790 | $7.5B | 0.18% | |
| 67 | SPSCSPS COMM INC | 56,406 | $7.4B | 0.17% | |
| 68 | WHDCACTUS INC | 122,150 | $6.9B | 0.16% | |
| 69 | OMCLOMNICELL COM | 50,525 | $6.5B | 0.15% | |
| 70 | GTLSCHART INDS INC | 37,467 | $6.4B | 0.15% | |
| 71 | NVMINOVA MEASURING INSTRUMENTS L | 57,780 | $6.3B | 0.15% | |
| 72 | HRIHERC HLDGS INC | 35,703 | $6.0B | 0.14% | |
| 73 | HLNEHAMILTON LANE INC | 74,749 | $5.8B | 0.14% | |
| 74 | PGNYPROGYNY INC | 104,637 | $5.4B | 0.13% | |
| 75 | SPTSPROUT SOCIAL INC | 65,290 | $5.2B | 0.12% | |
| 76 | HLIOHELIOS TECHNOLOGIES INC | 65,172 | $5.2B | 0.12% | |
| 77 | FFINFIRST FINL BANKSHARES | 116,290 | $5.1B | 0.12% | |
| 78 | ZWSZURN WATER SOLUTIONS CORP | 143,995 | $5.1B | 0.12% | |
| 79 | 1GSNNOVANTA INC | 35,262 | $5.0B | 0.12% | |
| 80 | LNTHLANTHEUS HLDGS INC | 89,905 | $5.0B | 0.12% | |
| 81 | LFUSLITTELFUSE INC | 19,441 | $4.8B | 0.11% | |
| 82 | MRCYMERCURY SYS INC | 72,995 | $4.7B | 0.11% | |
| 83 | INSPINSPIRE MED SYS INC | 18,331 | $4.7B | 0.11% | |
| 84 | SFSTIFEL FINL CORP | 68,420 | $4.6B | 0.11% | |
| 85 | BOOTBOOT BARN HLDGS INC | 47,944 | $4.5B | 0.11% | |
| 86 | SKINTHE BEAUTY HEALTH COMPANY | 249,074 | $4.2B | 0.10% | |
| 87 | IPIINTREPID POTASH INC | 50,960 | $4.2B | 0.10% | |
| 88 | VIAVVIAVI SOLUTIONS INC | 258,035 | $4.1B | 0.10% | |
| 89 | FCNFTI CONSULTING INC | 24,820 | $3.9B | 0.09% | |
| 90 | IVVISHARES TR | 8,580 | $3.9B | 0.09% | |
| 91 | SQMSOCIEDAD QUIMICA Y MINERA DE | 42,350 | $3.6B | 0.09% | |
| 92 | UNFIUNITED NAT FOODS INC | 86,147 | $3.6B | 0.08% | |
| 93 | CUBICUSTOMERS BANCORP INC | 64,910 | $3.4B | 0.08% | |
| 94 | AZTAAZENTA INC | 40,649 | $3.4B | 0.08% | |
| 95 | TTMCHFTATA MTRS LTD | 114,480 | $3.2B | 0.08% | |
| 96 | JBTJOHN BEAN TECHNOLOGIES CORP | 25,491 | $3.0B | 0.07% | |
| 97 | CWKCUSHMAN WAKEFIELD PLC | 145,990 | $3.0B | 0.07% | |
| 98 | CIBEURBANCOLOMBIA S A | 67,880 | $2.9B | 0.07% | |
| 99 | HALOHALOZYME THERAPEUTICS INC | 64,532 | $2.6B | 0.06% | |
| 100 | WINGWINGSTOP INC | 21,166 | $2.5B | 0.06% |
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