AXIOM INVESTORS LLC /DE Q1 2024 Filing

Filed May 13, 2024

Portfolio Value

$11.5T

Holdings

137

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (137 positions)

StockValue
NVDANVIDIA CORPORATION
$1.5B
MSFTMICROSOFT CORP
$942.6M
AMZNAMAZON COM INC
$784.1M
METAMETA PLATFORMS INC
$660.8M
MLB1MERCADOLIBRE INC
$459.4M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$398.1M
LLYLILLY ELI & CO
$381.8M
NTESNETEASE INC
$350.6M
NOWSERVICENOW INC
$349.4M
ITGARTNER INC
$340.6M
CDNSCADENCE DESIGN SYSTEM INC
$311.1M
GOOGLALPHABET INC
$264.0M
COSTCOSTCO WHSL CORP NEW
$260.7M
BXBLACKSTONE INC
$220.1M
VVISA INC
$214.1M
BAHBOOZ ALLEN HAMILTON HLDG COR
$188.8M
UBERUBER TECHNOLOGIES INC
$187.9M
CPRTCOPART INC
$175.9M
BLDTOPBUILD CORP
$174.3M
TWTRADEWEB MKTS INC
$167.9M
ADBEADOBE SYSTEMS INCORPORATED
$167.5M
DHRDANAHER CORPORATION
$149.2M
ICEINTERCONTINENTAL EXCHANGE IN
$132.8M
CITCINTAS CORP
$123.8M
AJGGALLAGHER ARTHUR J & CO
$109.8M
A4SAMERIPRISE FINL INC
$106.8M
ELFE L F BEAUTY INC
$106.7M
PANWPALO ALTO NETWORKS INC
$103.5M
NUNU HLDGS LTD
$102.2M
FMXFOMENTO ECONOMICO MEXICANO S
$91.4M
MDBMONGODB INC
$88.7M
ZTSZOETIS INC
$80.1M
CLVTRIP COM GROUP LTD
$78.3M
PLDPROLOGIS INC.
$73.6M
ELVELEVANCE HEALTH INC
$71.7M
AAPLAPPLE INC
$63.2M
CXCEMEX SAB DE CV
$58.7M
INDAISHARES TR
$57.3M
SHOPSHOPIFY INC
$56.4M
ICLRICON PLC
$51.2M
LYVLIVE NATION ENTERTAINMENT IN
$50.0M
LINLINDE PLC
$47.7M
TELTE CONNECTIVITY LTD
$44.9M
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$42.6M
N1UANEW ORIENTAL ED & TECHNOLOGY
$42.1M
SBUXSTARBUCKS CORP
$38.5M
IDXXIDEXX LABS INC
$32.2M
TMETENCENT MUSIC ENTMT GROUP
$31.5M
IEMGISHARES INC
$28.9M
AQLTISHARES TR
$28.2M
IBPINSTALLED BLDG PRODS INC
$26.3M
NVMINOVA MEASURING INSTRUMENTS L
$23.9M
FTAIFTAI AVIATION LTD
$23.3M
ENSGENSIGN GROUP INC
$22.8M
PSNPARSONS CORP DEL
$22.3M
TSLATESLA INC
$22.0M
KNSLKINSALE CAP GROUP INC
$21.5M
MODMODINE MFG CO
$21.2M
SPSCSPS COMM INC
$20.9M
CAMTCAMTEK LTD
$20.6M
RMBS*RAMBUS INC DEL
$19.6M
FSSFEDERAL SIGNAL CORP
$19.2M
CLSCELESTICA INC
$19.1M
CRCRANE COMPANY
$19.0M
XPXP INC
$18.5M
NSYNICE LTD
$18.3M
JPXAEROVIRONMENT INC
$17.6M
SSDSIMPSON MFG INC
$17.2M
AZEKAZEK CO INC
$17.2M
HLNEHAMILTON LANE INC
$16.8M
WINGWINGSTOP INC
$16.3M
TXRHTEXAS ROADHOUSE INC
$15.3M
SFSTIFEL FINL CORP
$15.3M
CASYCASEYS GEN STORES INC
$14.9M
SMCIUSDSUPER MICRO COMPUTER INC
$14.4M
MMYTMAKEMYTRIP LIMITED MAURITIUS
$13.8M
DFHDREAM FINDERS HOMES INC
$13.3M
PROPROS HOLDINGS INC
$13.2M
VRNSVARONIS SYS INC
$13.2M
VERXVERTEX INC
$12.7M
FCFSFIRSTCASH HOLDINGS INC
$12.3M
TBBBBBB FOODS INC
$12.2M
RACEFERRARI N V
$12.1M
ARCOARCOS DORADOS HOLDINGS INC
$10.6M
IWOISHARES TR
$10.4M
IBNICICI BANK LIMITED
$10.2M
ALTREURALTAIR ENGR INC
$10.2M
MTDRMATADOR RES CO
$10.0M
FCNFTI CONSULTING INC
$9.4M
WSCWILLSCOT MOBIL MINI HLDNG CO
$9.3M
RBCRBC BEARINGS INC
$9.2M
FTREFORTREA HLDGS INC
$9.2M
RGENREPLIGEN CORP
$8.9M
1GSNNOVANTA INC
$8.7M
WHWYNDHAM HOTELS & RESORTS INC
$8.5M
CWANCLEARWATER ANALYTICS HLDGS I
$8.5M
MMSIMERIT MED SYS INC
$8.3M
OPCHOPTION CARE HEALTH INC
$8.2M
CXTCRANE NXT CO
$7.6M
MYRGMYR GROUP INC DEL
$6.5M
Page 1 of 2Next