AXIOM INVESTORS LLC /DE Q2 2019 Filing
Filed August 7, 2019
Portfolio Value
$3.7T
Holdings
120
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (120 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BABAALIBABA GROUP HLDG LTD | 2,537,833 | $430.0B | 11.78% | |
| 2 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 6,824,510 | $267.3B | 7.32% | |
| 3 | VVISA INC | 1,048,206 | $181.9B | 4.98% | |
| 4 | ADBEADOBE SYS INC | 483,964 | $142.6B | 3.91% | |
| 5 | MSFTMICROSOFT CORP | 1,042,490 | $139.7B | 3.82% | |
| 6 | AMZNAMAZON COM INC | 68,860 | $130.4B | 3.57% | |
| 7 | NBISYANDEX N V | 3,162,295 | $120.2B | 3.29% | |
| 8 | PBRPETROLEO BRASILEIRO SA PETRO | 6,650,600 | $103.5B | 2.84% | |
| 9 | CYBRCYBERARK SOFTWARE LTD | 751,735 | $96.1B | 2.63% | |
| 10 | METAFACEBOOK INC | 491,671 | $94.9B | 2.60% | |
| 11 | GOOGLALPHABET INC | 85,458 | $92.5B | 2.53% | |
| 12 | ITUBITAU UNIBANCO HLDG SA | 8,750,470 | $82.4B | 2.26% | |
| 13 | GPNGLOBAL PMTS INC | 509,270 | $81.5B | 2.23% | |
| 14 | FMXFOMENTO ECONOMICO MEXICANO S | 706,595 | $68.4B | 1.87% | |
| 15 | HDBHDFC BANK LTD | 525,170 | $68.3B | 1.87% | |
| 16 | PYPLPAYPAL HLDGS INC | 592,890 | $67.9B | 1.86% | |
| 17 | TALTAL ED GROUP | 1,765,840 | $67.3B | 1.84% | |
| 18 | BAPCREDICORP LTD | 287,807 | $65.9B | 1.80% | |
| 19 | ELLAUDER ESTEE COS INC | 349,251 | $64.0B | 1.75% | |
| 20 | NOWSERVICENOW INC | 216,233 | $59.4B | 1.63% | |
| 21 | NFLXNETFLIX INC | 142,344 | $52.3B | 1.43% | |
| 22 | ILMNILLUMINA INC | 140,837 | $51.8B | 1.42% | |
| 23 | LYVLIVE NATION ENTERTAINMENT IN | 777,590 | $51.5B | 1.41% | |
| 24 | CPACOPA HOLDINGS SA | 504,657 | $49.2B | 1.35% | |
| 25 | JDJD COM INC | 1,611,800 | $48.8B | 1.34% | |
| 26 | HONHONEYWELL INTL INC | 265,728 | $46.4B | 1.27% | |
| 27 | TRVCCITIGROUP INC | 659,875 | $46.2B | 1.27% | |
| 28 | EOGEOG RES INC | 452,680 | $42.2B | 1.15% | |
| 29 | AZNASTRAZENECA PLC | 1,007,760 | $41.6B | 1.14% | |
| 30 | IDXXIDEXX LABS INC | 132,266 | $36.4B | 1.00% | |
| 31 | BFAMBRIGHT HORIZONS FAM SOL IN D | 232,405 | $35.1B | 0.96% | |
| 32 | NSYNICE SYS LTD | 254,066 | $34.8B | 0.95% | |
| 33 | ZTSZOETIS INC | 295,440 | $33.5B | 0.92% | |
| 34 | —INTERXION HOLDING N.V | 434,783 | $33.1B | 0.91% | |
| 35 | IBNICICI BK LTD | 2,479,900 | $31.2B | 0.86% | |
| 36 | SPGIS&P GLOBAL INC | 132,978 | $30.3B | 0.83% | |
| 37 | TMOTHERMO FISHER SCIENTIFIC INC | 92,763 | $27.2B | 0.75% | |
| 38 | LULULULULEMON ATHLETICA INC | 150,510 | $27.1B | 0.74% | |
| 39 | YUMCYUM CHINA HLDGS INC | 585,475 | $27.0B | 0.74% | |
| 40 | EXASEXACT SCIENCES CORP | 205,496 | $24.3B | 0.66% | |
| 41 | RACEFERRARI N V | 148,512 | $24.0B | 0.66% | |
| 42 | ATVIEURACTIVISION BLIZZARD INC | 506,880 | $23.9B | 0.66% | |
| 43 | RTN1USDRAYTHEON CO | 131,275 | $22.8B | 0.63% | |
| 44 | EHTHEHEALTH INC | 209,473 | $18.0B | 0.49% | |
| 45 | CXOEURCONCHO RES INC | 169,800 | $17.5B | 0.48% | |
| 46 | BBDBANCO BRADESCO S A | 1,676,100 | $16.5B | 0.45% | |
| 47 | IXUSISHARES TR | 276,900 | $16.2B | 0.44% | |
| 48 | MPCMARATHON PETE CORP | 288,975 | $16.1B | 0.44% | |
| 49 | MLB1MERCADOLIBRE | 25,887 | $15.8B | 0.43% | |
| 50 | AAPLAPPLE INC | 76,948 | $15.2B | 0.42% | |
| 51 | AVGOBROADCOM LTD | 48,662 | $14.0B | 0.38% | |
| 52 | GLOBGLOBANT S A | 125,975 | $12.7B | 0.35% | |
| 53 | IEMGISHARES INC | 209,100 | $10.8B | 0.29% | |
| 54 | ABMDEURABIOMED INC | 39,344 | $10.2B | 0.28% | |
| 55 | EEFTEURONET WORLDWIDE INC | 49,907 | $8.4B | 0.23% | |
| 56 | MRCYMERCURY SYS INC | 115,743 | $8.1B | 0.22% | |
| 57 | PLNTPLANET FITNESS INC | 103,065 | $7.5B | 0.20% | |
| 58 | INDAISHARES TR | 202,700 | $7.2B | 0.20% | |
| 59 | EVBGEUREVERBRIDGE INC | 78,887 | $7.1B | 0.19% | |
| 60 | QTWOQ2 HLDGS INC | 90,981 | $6.9B | 0.19% | |
| 61 | 3M4MASIMO CORP | 45,983 | $6.8B | 0.19% | |
| 62 | FOXFFOX FACTORY HLDG CORP | 81,629 | $6.7B | 0.18% | |
| 63 | ENSGENSIGN GROUP INC | 113,660 | $6.5B | 0.18% | |
| 64 | COLDAMERICOLD RLTY TR | 193,870 | $6.3B | 0.17% | |
| 65 | HAEHAEMONETICS CORP | 50,295 | $6.1B | 0.17% | |
| 66 | NSPINSPERITY INC | 44,645 | $5.5B | 0.15% | |
| 67 | RPDRAPID7 INC | 87,730 | $5.1B | 0.14% | |
| 68 | SMPLSIMPLY GOOD FOODS CO | 200,760 | $4.8B | 0.13% | |
| 69 | REXRREXFORD INDL RLTY INC | 118,810 | $4.8B | 0.13% | |
| 70 | PRAHPRA HEALTH SCIENCES INC | 47,632 | $4.7B | 0.13% | |
| 71 | EXPOEXPONENT INC | 79,620 | $4.7B | 0.13% | |
| 72 | OMCLOMNICELL INC | 53,455 | $4.6B | 0.13% | |
| 73 | FRPTFRESHPET INC | 100,210 | $4.6B | 0.12% | |
| 74 | TNDMTANDEM DIABETES CARE INC | 70,661 | $4.6B | 0.12% | |
| 75 | TREXTREX CO INC | 59,055 | $4.2B | 0.12% | |
| 76 | PODDINSULET CORP | 34,755 | $4.1B | 0.11% | |
| 77 | SMINISHARES TR | 102,800 | $4.0B | 0.11% | |
| 78 | CDNACAREDX INC | 109,430 | $3.9B | 0.11% | |
| 79 | MAMASTERCARD INCORPORATED | 14,758 | $3.9B | 0.11% | |
| 80 | AVLRUSDAVALARA INC | 52,165 | $3.8B | 0.10% | |
| 81 | ARRYEURARRAY BIOPHARMA INC | 74,885 | $3.5B | 0.10% | |
| 82 | KNSLKINSALE CAP GROUP INC | 33,915 | $3.1B | 0.08% | |
| 83 | UCBUNITED CMNTY BKS BLAIRSVLE G | 103,555 | $3.0B | 0.08% | |
| 84 | PGRPROGRESSIVE CORP OHIO | 36,280 | $2.9B | 0.08% | |
| 85 | JBTJOHN BEAN TECHNOLOGIES CORP | 23,898 | $2.9B | 0.08% | |
| 86 | WWDWOODWARD INC | 25,500 | $2.9B | 0.08% | |
| 87 | HLNEHAMILTON LANE INC | 47,944 | $2.7B | 0.07% | |
| 88 | 1GSNNOVANTA INC | 28,973 | $2.7B | 0.07% | |
| 89 | TDOCTELADOC INC | 40,000 | $2.7B | 0.07% | |
| 90 | WF2WINTRUST FINL CORP | 35,229 | $2.6B | 0.07% | |
| 91 | VIAVVIAVI SOLUTIONS INC | 193,255 | $2.6B | 0.07% | |
| 92 | ZEN1EURZENDESK INC | 26,765 | $2.4B | 0.07% | |
| 93 | MTCHEURMATCH GROUP INC | 34,420 | $2.3B | 0.06% | |
| 94 | RNGRINGCENTRAL INC | 19,660 | $2.3B | 0.06% | |
| 95 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 97,065 | $2.2B | 0.06% | |
| 96 | MSAMSA SAFETY INC | 20,067 | $2.1B | 0.06% | |
| 97 | EYENATIONAL VISION HLDGS INC | 68,260 | $2.1B | 0.06% | |
| 98 | —MEDIDATA SOLUTIONS INC | 23,170 | $2.1B | 0.06% | |
| 99 | —WXP ENERGY INC | 168,220 | $1.9B | 0.05% | |
| 100 | 2L9BLUEPRINT MEDICINES CORP | 20,327 | $1.9B | 0.05% |
Page 1 of 2Next