AXIOM INVESTORS LLC /DE Q1 2023 Filing

Filed May 12, 2023

Portfolio Value

$6.1B

Holdings

130

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (130 positions)

StockValue
MSFTMICROSOFT CORP
$475.5M
MLB1MERCADOLIBRE INC
$369.2M
NVDANVIDIA CORPORATION
$324.1M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$301.0M
BIDUNBAIDU INC
$258.4M
NOWSERVICENOW INC
$215.7M
ITGARTNER INC
$208.6M
LLYLILLY ELI & CO
$206.9M
HSYHERSHEY CO
$197.5M
CPRTCOPART INC
$182.6M
CLVTRIP COM GROUP LTD
$168.3M
DHRDANAHER CORPORATION
$159.1M
MSCIMSCI INC
$153.2M
COSTCOSTCO WHSL CORP NEW
$137.5M
ELLAUDER ESTEE COS INC
$135.1M
AJGGALLAGHER ARTHUR J & CO
$134.4M
IDXXIDEXX LABS INC
$127.3M
VVISA INC
$125.6M
AAPLAPPLE INC
$98.3M
BXBLACKSTONE INC
$94.4M
ICEINTERCONTINENTAL EXCHANGE IN
$92.0M
TELTE CONNECTIVITY LTD
$88.7M
GOOGLALPHABET INC
$84.5M
UNHUNITEDHEALTH GROUP INC
$77.8M
AMZNAMAZON COM INC
$72.9M
SESEA LTD
$72.3M
ZTSZOETIS INC
$72.0M
ADBEADOBE SYSTEMS INCORPORATED
$68.9M
YUMCYUM CHINA HLDGS INC
$68.6M
TSLATESLA INC
$68.3M
AZNASTRAZENECA PLC
$61.6M
A4SAMERIPRISE FINL INC
$55.4M
FCNFTI CONSULTING INC
$52.7M
ELVELEVANCE HEALTH INC
$49.0M
BAHBOOZ ALLEN HAMILTON HLDG COR
$48.5M
CALYTOPGOLF CALLAWAY BRANDS CORP
$48.2M
LNGCHENIERE ENERGY INC
$46.9M
UBERUBER TECHNOLOGIES INC
$46.8M
BEKEKE HLDGS INC
$46.6M
BABAALIBABA GROUP HLDG LTD
$45.4M
LINLINDE PLC
$37.5M
ONCBEIGENE LTD
$35.7M
PLDPROLOGIS INC.
$35.0M
CHKPCHECK POINT SOFTWARE TECH LT
$34.9M
ALBALBEMARLE CORP
$33.7M
CPNGCOUPANG INC
$32.8M
ALCALCON AG
$31.9M
DEDEERE & CO
$30.7M
IEMGISHARES INC
$28.9M
IQVIQVIA HLDGS INC
$26.4M
AMDADVANCED MICRO DEVICES INC
$23.2M
ICLRICON PLC
$21.4M
INDAISHARES TR
$17.4M
NSYNICE LTD
$15.4M
PAGSPAGSEGURO DIGITAL LTD
$12.9M
IXUSISHARES TR
$12.7M
INFYINFOSYS LTD
$11.3M
RGENREPLIGEN CORP
$11.0M
GLOBGLOBANT S A
$10.8M
HDBHDFC BANK LTD
$9.5M
SPSCSPS COMM INC
$9.2M
EXPOEXPONENT INC
$8.5M
ENSGENSIGN GROUP INC
$8.2M
INSPINSPIRE MED SYS INC
$8.2M
ELFE L F BEAUTY INC
$8.2M
IRDMIRIDIUM COMMUNICATIONS INC
$7.6M
KSAISHARES TR
$7.3M
KNSLKINSALE CAP GROUP INC
$7.2M
INMDINMODE LTD
$7.1M
LYVLIVE NATION ENTERTAINMENT IN
$7.0M
EVHEVOLENT HEALTH INC
$6.3M
WSCWILLSCOT MOBIL MINI HLDNG CO
$6.1M
OPCHOPTION CARE HEALTH INC
$6.0M
LNTHLANTHEUS HLDGS INC
$5.9M
SPTSPROUT SOCIAL INC
$5.7M
ALTREURALTAIR ENGR INC
$5.6M
SMINISHARES TR
$5.6M
CXTCRANE HLDGS CO
$5.3M
SLABSILICON LABORATORIES INC
$5.2M
FOXFFOX FACTORY HLDG CORP
$5.2M
THSTREEHOUSE FOODS INC
$5.1M
BJBJS WHSL CLUB HLDGS INC
$4.7M
RBCRBC BEARINGS INC
$4.6M
MTDRMATADOR RES CO
$4.4M
NVMINOVA MEASURING INSTRUMENTS L
$4.3M
1GSNNOVANTA INC
$4.2M
SWAVUSDSHOCKWAVE MED INC
$4.2M
PIIMPINJ INC
$4.2M
XPOFXPONENTIAL FITNESS INC
$4.1M
TXRHTEXAS ROADHOUSE INC
$4.0M
ACHCACADIA HEALTHCARE COMPANY IN
$3.8M
DAVAENDAVA PLC
$3.8M
AQLTISHARES TR
$3.7M
NSSCNAPCO SEC TECHNOLOGIES INC
$3.7M
HLNEHAMILTON LANE INC
$3.6M
ZETAZETA GLOBAL HOLDINGS CORP
$3.5M
AGYSAGILYSYS INC
$3.4M
MMSIMERIT MED SYS INC
$3.0M
FSSFEDERAL SIGNAL CORP
$3.0M
BOOTBOOT BARN HLDGS INC
$3.0M
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