AXIOM INVESTORS LLC /DE Q2 2022 Filing
Filed August 11, 2022
Portfolio Value
$3.3T
Holdings
115
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (115 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 1,005,423 | $258.2B | 7.75% | |
| 2 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,936,295 | $158.3B | 4.75% | |
| 3 | DHRDANAHER CORPORATION | 549,851 | $139.4B | 4.18% | |
| 4 | NOWSERVICENOW INC | 258,894 | $123.1B | 3.70% | |
| 5 | BIDUNBAIDU INC | 817,190 | $121.5B | 3.65% | |
| 6 | ELLAUDER ESTEE COS INC | 452,068 | $115.1B | 3.46% | |
| 7 | TSLATESLA INC | 168,729 | $113.6B | 3.41% | |
| 8 | GOOGLALPHABET INC | 51,153 | $111.5B | 3.35% | |
| 9 | LLYLILLY ELI & CO | 320,657 | $104.0B | 3.12% | |
| 10 | AZNASTRAZENECA PLC | 1,522,506 | $100.6B | 3.02% | |
| 11 | VVISA INC | 430,848 | $84.8B | 2.55% | |
| 12 | COSTCOSTCO WHSL CORP NEW | 176,759 | $84.7B | 2.54% | |
| 13 | AAPLAPPLE INC | 614,343 | $84.0B | 2.52% | |
| 14 | AMZNAMAZON COM INC | 765,654 | $81.3B | 2.44% | |
| 15 | TELTE CONNECTIVITY LTD | 712,693 | $80.6B | 2.42% | |
| 16 | ITGARTNER INC | 321,645 | $77.8B | 2.34% | |
| 17 | ADBEADOBE SYSTEMS INCORPORATED | 194,999 | $71.4B | 2.14% | |
| 18 | LYVLIVE NATION ENTERTAINMENT IN | 847,449 | $70.0B | 2.10% | |
| 19 | CPRTCOPART INC | 629,815 | $68.4B | 2.05% | |
| 20 | SIVBEURSVB FINANCIAL GROUP | 169,467 | $66.9B | 2.01% | |
| 21 | ZTSZOETIS INC | 327,132 | $56.2B | 1.69% | |
| 22 | NTRNUTRIEN LTD | 696,412 | $55.5B | 1.67% | |
| 23 | CALYCALLAWAY GOLF CO | 2,479,250 | $50.6B | 1.52% | |
| 24 | HSYHERSHEY CO | 217,500 | $46.8B | 1.40% | |
| 25 | A4SAMERIPRISE FINL INC | 189,455 | $45.0B | 1.35% | |
| 26 | BXBLACKSTONE INC | 474,494 | $43.3B | 1.30% | |
| 27 | IQVIQVIA HLDGS INC | 197,850 | $42.9B | 1.29% | |
| 28 | IDXXIDEXX LABS INC | 101,764 | $35.7B | 1.07% | |
| 29 | CHKPCHECK POINT SOFTWARE TECH LT | 285,630 | $34.8B | 1.04% | |
| 30 | INFYINFOSYS LTD | 1,821,000 | $33.7B | 1.01% | |
| 31 | CLVTRIP COM GROUP LTD | 1,221,580 | $33.5B | 1.01% | |
| 32 | ALCALCON AG | 435,850 | $30.5B | 0.91% | |
| 33 | GNRCGENERAC HLDGS INC | 138,524 | $29.2B | 0.88% | |
| 34 | PLDPROLOGIS INC. | 245,647 | $28.9B | 0.87% | |
| 35 | AMXNAMERICA MOVIL SAB DE CV | 1,388,390 | $28.4B | 0.85% | |
| 36 | DEDEERE & CO | 88,406 | $26.5B | 0.79% | |
| 37 | TTELUS CORPORATION | 1,164,050 | $25.9B | 0.78% | |
| 38 | ICLRICON PLC | 113,833 | $24.7B | 0.74% | |
| 39 | AMDADVANCED MICRO DEVICES INC | 313,975 | $24.0B | 0.72% | |
| 40 | NSYNICE LTD | 119,886 | $23.1B | 0.69% | |
| 41 | UBERUBER TECHNOLOGIES INC | 1,099,518 | $22.5B | 0.68% | |
| 42 | UNHUNITEDHEALTH GROUP INC | 42,690 | $21.9B | 0.66% | |
| 43 | XPXP INC | 1,186,035 | $21.3B | 0.64% | |
| 44 | MLB1MERCADOLIBRE INC | 33,426 | $21.3B | 0.64% | |
| 45 | DAVAENDAVA PLC | 218,035 | $19.2B | 0.58% | |
| 46 | FCNFTI CONSULTING INC | 104,396 | $18.9B | 0.57% | |
| 47 | IXUSISHARES TR | 318,100 | $18.1B | 0.54% | |
| 48 | INDAISHARES TR | 460,250 | $18.1B | 0.54% | |
| 49 | LNGCHENIERE ENERGY INC | 128,873 | $17.1B | 0.51% | |
| 50 | GLOBGLOBANT S A | 97,780 | $17.0B | 0.51% | |
| 51 | MSCIMSCI INC | 35,802 | $14.8B | 0.44% | |
| 52 | PDDPINDUODUO INC | 200,280 | $12.4B | 0.37% | |
| 53 | IEMGISHARES INC | 215,600 | $10.6B | 0.32% | |
| 54 | ELVELEVANCE HEALTH INC | 20,912 | $10.1B | 0.30% | |
| 55 | HDBHDFC BANK LTD | 161,100 | $8.9B | 0.27% | |
| 56 | DLODLOCAL LTD | 315,633 | $8.3B | 0.25% | |
| 57 | KSAISHARES TR | 197,200 | $8.2B | 0.25% | |
| 58 | RGENREPLIGEN CORP | 49,875 | $8.1B | 0.24% | |
| 59 | THSTREEHOUSE FOODS INC | 190,130 | $8.0B | 0.24% | |
| 60 | ICEINTERCONTINENTAL EXCHANGE IN | 83,474 | $7.8B | 0.24% | |
| 61 | ACHCACADIA HEALTHCARE COMPANY IN | 113,240 | $7.7B | 0.23% | |
| 62 | KNSLKINSALE CAP GROUP INC | 33,342 | $7.7B | 0.23% | |
| 63 | GTLSCHART INDS INC | 44,685 | $7.5B | 0.22% | |
| 64 | LNTHLANTHEUS HLDGS INC | 108,840 | $7.2B | 0.22% | |
| 65 | EXPOEXPONENT INC | 73,640 | $6.7B | 0.20% | |
| 66 | OMCLOMNICELL COM | 56,260 | $6.4B | 0.19% | |
| 67 | MRCYMERCURY SYS INC | 97,280 | $6.3B | 0.19% | |
| 68 | MTDRMATADOR RES CO | 127,450 | $5.9B | 0.18% | |
| 69 | VTYVERINT SYS INC | 138,210 | $5.9B | 0.18% | |
| 70 | WSCWILLSCOT MOBIL MINI HLDNG CO | 178,950 | $5.8B | 0.17% | |
| 71 | TENBTENABLE HLDGS INC | 116,035 | $5.3B | 0.16% | |
| 72 | SMINISHARES TR | 107,500 | $5.2B | 0.16% | |
| 73 | SQMSOCIEDAD QUIMICA Y MINERA DE | 62,006 | $5.2B | 0.16% | |
| 74 | NTESNETEASE INC | 55,302 | $5.2B | 0.15% | |
| 75 | LFUSLITTELFUSE INC | 20,238 | $5.1B | 0.15% | |
| 76 | UNFIUNITED NAT FOODS INC | 125,743 | $5.0B | 0.15% | |
| 77 | WHDCACTUS INC | 122,375 | $4.9B | 0.15% | |
| 78 | PBVPRESTIGE CONSMR HEALTHCARE I | 83,170 | $4.9B | 0.15% | |
| 79 | SPSCSPS COMM INC | 42,627 | $4.8B | 0.14% | |
| 80 | UCBUNITED CMNTY BKS BLAIRSVLE G | 157,120 | $4.7B | 0.14% | |
| 81 | SLBSCHLUMBERGER LTD | 122,500 | $4.4B | 0.13% | |
| 82 | BABAALIBABA GROUP HLDG LTD | 34,632 | $3.9B | 0.12% | |
| 83 | NVMINOVA MEASURING INSTRUMENTS L | 44,355 | $3.9B | 0.12% | |
| 84 | HALOHALOZYME THERAPEUTICS INC | 86,925 | $3.8B | 0.11% | |
| 85 | VIAVVIAVI SOLUTIONS INC | 271,545 | $3.6B | 0.11% | |
| 86 | SPTSPROUT SOCIAL INC | 60,224 | $3.5B | 0.10% | |
| 87 | INSPINSPIRE MED SYS INC | 18,761 | $3.4B | 0.10% | |
| 88 | WHWYNDHAM HOTELS & RESORTS INC | 51,695 | $3.4B | 0.10% | |
| 89 | ENSGENSIGN GROUP INC | 46,165 | $3.4B | 0.10% | |
| 90 | NVEEUSDNV5 GLOBAL INC | 28,913 | $3.4B | 0.10% | |
| 91 | FFINFIRST FINL BANKSHARES | 77,127 | $3.0B | 0.09% | |
| 92 | APLEAPPLE HOSPITALITY REIT INC | 205,610 | $3.0B | 0.09% | |
| 93 | 1GSNNOVANTA INC | 24,256 | $2.9B | 0.09% | |
| 94 | IVVISHARES TR | 7,500 | $2.8B | 0.09% | |
| 95 | NVDANVIDIA CORPORATION | 18,441 | $2.8B | 0.08% | |
| 96 | HLNEHAMILTON LANE INC | 40,220 | $2.7B | 0.08% | |
| 97 | HLIOHELIOS TECHNOLOGIES INC | 38,585 | $2.6B | 0.08% | |
| 98 | BOOTBOOT BARN HLDGS INC | 36,940 | $2.5B | 0.08% | |
| 99 | HCQAMN HEALTHCARE SVCS INC | 22,444 | $2.5B | 0.07% | |
| 100 | AVLRUSDAVALARA INC | 30,425 | $2.1B | 0.06% |
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