AXIOM INVESTORS LLC /DE Q2 2019 Filing

Filed August 7, 2019

Portfolio Value

$3.7B

Holdings

120

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (120 positions)

StockValue
BABAALIBABA GROUP HLDG LTD
$430.0M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$267.3M
VVISA INC
$181.9M
ADBEADOBE SYS INC
$142.6M
MSFTMICROSOFT CORP
$139.7M
NBISYANDEX N V
$120.2M
PBRPETROLEO BRASILEIRO SA PETRO
$103.5M
CYBRCYBERARK SOFTWARE LTD
$96.1M
METAFACEBOOK INC
$94.9M
ITUBITAU UNIBANCO HLDG SA
$82.4M
GPNGLOBAL PMTS INC
$81.5M
FMXFOMENTO ECONOMICO MEXICANO S
$68.4M
HDBHDFC BANK LTD
$68.3M
PYPLPAYPAL HLDGS INC
$67.9M
TALTAL ED GROUP
$67.3M
BAPCREDICORP LTD
$65.9M
ELLAUDER ESTEE COS INC
$64.0M
NOWSERVICENOW INC
$59.4M
NFLXNETFLIX INC
$52.3M
ILMNILLUMINA INC
$51.8M
LYVLIVE NATION ENTERTAINMENT IN
$51.5M
CPACOPA HOLDINGS SA
$49.2M
JDJD COM INC
$48.8M
HONHONEYWELL INTL INC
$46.4M
TRVCCITIGROUP INC
$46.2M
EOGEOG RES INC
$42.2M
AZNASTRAZENECA PLC
$41.6M
IDXXIDEXX LABS INC
$36.4M
BFAMBRIGHT HORIZONS FAM SOL IN D
$35.1M
NSYNICE SYS LTD
$34.8M
ZTSZOETIS INC
$33.5M
INTERXION HOLDING N.V
$33.1M
IBNICICI BK LTD
$31.2M
SPGIS&P GLOBAL INC
$30.3M
TMOTHERMO FISHER SCIENTIFIC INC
$27.2M
LULULULULEMON ATHLETICA INC
$27.1M
YUMCYUM CHINA HLDGS INC
$27.0M
EXASEXACT SCIENCES CORP
$24.3M
RACEFERRARI N V
$24.0M
ATVIEURACTIVISION BLIZZARD INC
$23.9M
RTN1USDRAYTHEON CO
$22.8M
EHTHEHEALTH INC
$18.0M
CXOEURCONCHO RES INC
$17.5M
BBDBANCO BRADESCO S A
$16.5M
IXUSISHARES TR
$16.2M
MPCMARATHON PETE CORP
$16.1M
AAPLAPPLE INC
$15.2M
AVGOBROADCOM LTD
$14.0M
GLOBGLOBANT S A
$12.7M
IEMGISHARES INC
$10.8M
ABMDEURABIOMED INC
$10.2M
EEFTEURONET WORLDWIDE INC
$8.4M
MRCYMERCURY SYS INC
$8.1M
PLNTPLANET FITNESS INC
$7.5M
INDAISHARES TR
$7.2M
EVBGEUREVERBRIDGE INC
$7.1M
QTWOQ2 HLDGS INC
$6.9M
3M4MASIMO CORP
$6.8M
FOXFFOX FACTORY HLDG CORP
$6.7M
ENSGENSIGN GROUP INC
$6.5M
COLDAMERICOLD RLTY TR
$6.3M
HAEHAEMONETICS CORP
$6.1M
NSPINSPERITY INC
$5.5M
RPDRAPID7 INC
$5.1M
SMPLSIMPLY GOOD FOODS CO
$4.8M
REXRREXFORD INDL RLTY INC
$4.8M
PRAHPRA HEALTH SCIENCES INC
$4.7M
EXPOEXPONENT INC
$4.7M
OMCLOMNICELL INC
$4.6M
FRPTFRESHPET INC
$4.6M
TNDMTANDEM DIABETES CARE INC
$4.6M
TREXTREX CO INC
$4.2M
PODDINSULET CORP
$4.1M
SMINISHARES TR
$4.0M
CDNACAREDX INC
$3.9M
MAMASTERCARD INCORPORATED
$3.9M
AVLRUSDAVALARA INC
$3.8M
ARRYEURARRAY BIOPHARMA INC
$3.5M
KNSLKINSALE CAP GROUP INC
$3.1M
UCBUNITED CMNTY BKS BLAIRSVLE G
$3.0M
PGRPROGRESSIVE CORP OHIO
$2.9M
JBTJOHN BEAN TECHNOLOGIES CORP
$2.9M
WWDWOODWARD INC
$2.9M
HLNEHAMILTON LANE INC
$2.7M
1GSNNOVANTA INC
$2.7M
TDOCTELADOC INC
$2.7M
WF2WINTRUST FINL CORP
$2.6M
VIAVVIAVI SOLUTIONS INC
$2.6M
ZEN1EURZENDESK INC
$2.4M
MTCHEURMATCH GROUP INC
$2.3M
RNGRINGCENTRAL INC
$2.3M
KTOSKRATOS DEFENSE & SEC SOLUTIO
$2.2M
MSAMSA SAFETY INC
$2.1M
EYENATIONAL VISION HLDGS INC
$2.1M
MEDIDATA SOLUTIONS INC
$2.1M
WXP ENERGY INC
$1.9M
2L9BLUEPRINT MEDICINES CORP
$1.9M
SFSTIFEL FINL CORP
$1.9M
ATSG*AIR TRANSPORT SERVICES GRP I
$1.9M
TXNTEXAS INSTRS INC
$1.9M
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