AXIOM INVESTORS LLC /DE Q2 2021 Filing
Filed August 13, 2021
Portfolio Value
$6.2B
Holdings
122
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (122 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 5,099,546 | $612.8B | 9859.32% | |
| 2 | MSFTMICROSOFT CORP | 1,145,181 | $310.2B | 4991.60% | |
| 3 | BABAALIBABA GROUP HLDG LTD | 1,205,831 | $273.5B | 4399.94% | |
| 4 | ADBEADOBE SYSTEMS INCORPORATED | 421,163 | $246.7B | 3968.59% | |
| 5 | AMZNAMAZON COM INC | 62,699 | $215.7B | 3470.53% | |
| 6 | PYPLPAYPAL HLDGS INC | 689,301 | $200.9B | 3232.75% | |
| 7 | GOOGLALPHABET INC | 80,436 | $196.4B | 3160.20% | |
| 8 | INFYINFOSYS LTD | 8,916,460 | $188.9B | 3040.04% | |
| 9 | MRNAMODERNA INC | 752,930 | $176.9B | 2846.69% | |
| 10 | METAFACEBOOK INC | 495,171 | $172.2B | 2770.31% | |
| 11 | NOWSERVICENOW INC | 270,871 | $148.9B | 2395.11% | |
| 12 | IDXXIDEXX LABS INC | 212,359 | $134.1B | 2157.91% | |
| 13 | DHRDANAHER CORPORATION | 486,480 | $130.6B | 2100.58% | |
| 14 | CPRTCOPART INC | 958,906 | $126.4B | 2033.98% | |
| 15 | ELLAUDER ESTEE COS INC | 382,855 | $121.8B | 1959.42% | |
| 16 | RNGRINGCENTRAL INC | 409,180 | $118.9B | 1913.10% | |
| 17 | SESEA LTD | 432,125 | $118.7B | 1909.27% | |
| 18 | TSLATESLA INC | 171,800 | $116.8B | 1878.86% | |
| 19 | VVISA INC | 485,366 | $113.5B | 1826.02% | |
| 20 | BIDUNBAIDU INC | 552,371 | $112.6B | 1812.18% | |
| 21 | NVDANVIDIA CORPORATION | 139,293 | $111.4B | 1793.20% | |
| 22 | GNRCGENERAC HLDGS INC | 254,995 | $105.9B | 1703.30% | |
| 23 | AAPLAPPLE INC | 757,007 | $103.7B | 1668.21% | |
| 24 | CLVTRIP COM GROUP LTD | 2,903,834 | $103.0B | 1656.79% | |
| 25 | AMDADVANCED MICRO DEVICES INC | 1,022,162 | $96.0B | 1544.83% | |
| 26 | SIVBEURSVB FINANCIAL GROUP | 162,238 | $90.3B | 1452.51% | |
| 27 | TREXTREX CO INC | 804,435 | $82.2B | 1322.93% | |
| 28 | ATVIEURACTIVISION BLIZZARD INC | 780,401 | $74.5B | 1198.40% | |
| 29 | TELTE CONNECTIVITY LTD | 521,211 | $70.5B | 1133.91% | |
| 30 | XYZSQUARE INC | 279,757 | $68.2B | 1097.42% | |
| 31 | AEOAMERICAN EAGLE OUTFITTERS IN | 1,760,190 | $66.1B | 1062.90% | |
| 32 | HDHOME DEPOT INC | 201,072 | $64.1B | 1031.69% | |
| 33 | LYVLIVE NATION ENTERTAINMENT IN | 726,211 | $63.6B | 1023.47% | |
| 34 | YUMCYUM CHINA HLDGS INC | 914,151 | $60.6B | 974.46% | |
| 35 | GLOBGLOBANT S A | 275,920 | $60.5B | 973.06% | |
| 36 | ZLABZAI LAB LTD | 329,701 | $58.4B | 938.92% | |
| 37 | ZTSZOETIS INC | 308,059 | $57.4B | 923.73% | |
| 38 | DEDEERE & CO | 155,370 | $54.8B | 881.75% | |
| 39 | IQVIQVIA HLDGS INC | 214,620 | $52.0B | 836.79% | |
| 40 | POOLPOOL CORP | 112,605 | $51.6B | 831.00% | |
| 41 | STMSTMICROELECTRONICS N V | 1,351,750 | $49.2B | 791.26% | |
| 42 | CHGGCHEGG INC | 538,550 | $44.8B | 720.17% | |
| 43 | CPACOPA HOLDINGS SA | 575,144 | $43.3B | 697.11% | |
| 44 | NSYNICE LTD | 174,579 | $43.2B | 695.10% | |
| 45 | UBERUBER TECHNOLOGIES INC | 843,301 | $42.3B | 680.06% | |
| 46 | LVSLAS VEGAS SANDS CORP | 750,270 | $39.5B | 636.07% | |
| 47 | GPNGLOBAL PMTS INC | 190,636 | $35.8B | 575.25% | |
| 48 | BNTXBIONTECH SE | 142,612 | $31.9B | 513.72% | |
| 49 | MAMASTERCARD INCORPORATED | 84,327 | $30.8B | 495.36% | |
| 50 | MLB1MERCADOLIBRE INC | 18,843 | $29.4B | 472.29% | |
| 51 | NBISYANDEX N V | 407,549 | $28.8B | 463.94% | |
| 52 | PAGSPAGSEGURO DIGITAL LTD | 500,504 | $28.0B | 450.33% | |
| 53 | SMINISHARES TR | 477,942 | $21.1B | 340.29% | |
| 54 | IXUSISHARES TR | 266,400 | $19.5B | 314.19% | |
| 55 | ITUBITAU UNIBANCO HLDG S A | 2,815,155 | $16.9B | 272.23% | |
| 56 | INDAISHARES TR | 239,850 | $16.1B | 258.53% | |
| 57 | DAVAENDAVA PLC | 135,401 | $15.4B | 247.01% | |
| 58 | SHOPSHOPIFY INC | 10,483 | $15.3B | 246.42% | |
| 59 | IEMGISHARES INC | 240,200 | $13.1B | 211.02% | |
| 60 | VEEVVEEVA SYS INC | 35,326 | $11.0B | 176.75% | |
| 61 | HDBHDFC BANK LTD | 146,000 | $10.7B | 171.78% | |
| 62 | TTMCHFTATA MTRS LTD | 468,200 | $10.7B | 171.62% | |
| 63 | BBDBANCO BRADESCO S A | 2,062,020 | $10.6B | 170.20% | |
| 64 | AFYAAFYA LTD | 399,080 | $10.3B | 165.53% | |
| 65 | WHWYNDHAM HOTELS & RESORTS INC | 119,890 | $8.7B | 139.45% | |
| 66 | HSKAEURHESKA CORP | 35,087 | $8.1B | 129.70% | |
| 67 | ENSGENSIGN GROUP INC | 92,748 | $8.0B | 129.33% | |
| 68 | FRPTFRESHPET INC | 48,929 | $8.0B | 128.29% | |
| 69 | ACHCACADIA HEALTHCARE COMPANY IN | 126,840 | $8.0B | 128.06% | |
| 70 | NTRANATERA INC | 70,000 | $7.9B | 127.87% | |
| 71 | NVMINOVA MEASURING INSTRUMENTS L | 73,455 | $7.6B | 121.61% | |
| 72 | HRIHERC HLDGS INC | 66,286 | $7.4B | 119.53% | |
| 73 | EXPOEXPONENT INC | 83,120 | $7.4B | 119.31% | |
| 74 | BOOTBOOT BARN HLDGS INC | 87,750 | $7.4B | 118.66% | |
| 75 | VRNSVARONIS SYS INC | 127,390 | $7.3B | 118.10% | |
| 76 | DKSDICKS SPORTING GOODS INC | 70,830 | $7.1B | 114.17% | |
| 77 | LFUSLITTELFUSE INC | 27,822 | $7.1B | 114.06% | |
| 78 | OMCLOMNICELL COM | 46,802 | $7.1B | 114.05% | |
| 79 | PGNYPROGYNY INC | 118,065 | $7.0B | 112.08% | |
| 80 | HLIOHELIOS TECHNOLOGIES INC | 85,625 | $6.7B | 107.53% | |
| 81 | VIAVVIAVI SOLUTIONS INC | 355,510 | $6.3B | 101.01% | |
| 82 | KSAISHARES TR | 150,103 | $5.9B | 95.20% | |
| 83 | UMCUNITED MICROELECTRONICS CORP | 602,800 | $5.7B | 91.65% | |
| 84 | SLABSILICON LABORATORIES INC | 33,989 | $5.2B | 83.81% | |
| 85 | 7SUSUMMIT MATLS INC | 146,860 | $5.1B | 82.35% | |
| 86 | SPTSPROUT SOCIAL INC | 55,505 | $5.0B | 79.85% | |
| 87 | HALOHALOZYME THERAPEUTICS INC | 107,435 | $4.9B | 78.50% | |
| 88 | AIMCUSDALTRA INDL MOTION CORP | 74,380 | $4.8B | 77.81% | |
| 89 | ALGTALLEGIANT TRAVEL CO | 24,897 | $4.8B | 77.71% | |
| 90 | PARPAR TECHNOLOGY CORP | 68,460 | $4.8B | 77.04% | |
| 91 | 1GSNNOVANTA INC | 34,266 | $4.6B | 74.30% | |
| 92 | UTHUNITED THERAPEUTICS CORP DEL | 25,122 | $4.5B | 72.52% | |
| 93 | HLNEHAMILTON LANE INC | 49,160 | $4.5B | 72.07% | |
| 94 | SPSCSPS COMMERCE INC | 42,295 | $4.2B | 67.95% | |
| 95 | WINGWINGSTOP INC | 26,535 | $4.2B | 67.30% | |
| 96 | JBTJOHN BEAN TECHNOLOGIES CORP | 28,977 | $4.1B | 66.50% | |
| 97 | RGENREPLIGEN CORP | 20,693 | $4.1B | 66.47% | |
| 98 | FFINFIRST FINL BANKSHARES | 80,770 | $4.0B | 63.85% | |
| 99 | SFSTIFEL FINL CORP | 61,085 | $4.0B | 63.75% | |
| 100 | AVLRUSDAVALARA INC | 24,370 | $3.9B | 63.44% |
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