AXIOM INVESTORS LLC /DE Q2 2023 Filing

Filed August 10, 2023

Portfolio Value

$6.7B

Holdings

129

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (129 positions)

StockValue
NVDANVIDIA CORPORATION
$624.6B
MSFTMICROSOFT CORP
$616.3B
NOWSERVICENOW INC
$409.0B
TSMTAIWAN SEMICONDUCTOR MFG LTD
$360.8B
LLYLILLY ELI & CO
$303.6B
CPRTCOPART INC
$272.2B
MLB1MERCADOLIBRE INC
$253.1B
ITGARTNER INC
$221.3B
AJGGALLAGHER ARTHUR J & CO
$166.8B
HSYHERSHEY CO
$150.1B
AMZNAMAZON COM INC
$142.7B
CLVTRIP COM GROUP LTD
$140.8B
COSTCOSTCO WHSL CORP NEW
$137.5B
MSCIMSCI INC
$136.0B
ICEINTERCONTINENTAL EXCHANGE IN
$131.8B
VVISA INC
$130.9B
IDXXIDEXX LABS INC
$130.3B
DHRDANAHER CORPORATION
$118.8B
BAHBOOZ ALLEN HAMILTON HLDG COR
$115.7B
AAPLAPPLE INC
$114.5B
UNHUNITEDHEALTH GROUP INC
$113.3B
GOOGLALPHABET INC
$100.0B
TELTE CONNECTIVITY LTD
$93.3B
BXBLACKSTONE INC
$91.0B
BIDUNBAIDU INC
$86.8B
ADBEADOBE SYSTEMS INCORPORATED
$86.7B
ZTSZOETIS INC
$76.1B
TSLATESLA INC
$75.2B
YUMCYUM CHINA HLDGS INC
$72.5B
AZNASTRAZENECA PLC
$66.7B
LINLINDE PLC
$64.0B
UBERUBER TECHNOLOGIES INC
$63.1B
A4SAMERIPRISE FINL INC
$59.5B
NUNU HLDGS LTD
$57.4B
ELVELEVANCE HEALTH INC
$56.2B
BEKEKE HLDGS INC
$55.3B
FCNFTI CONSULTING INC
$49.2B
ALCALCON AG
$44.6B
ELLAUDER ESTEE COS INC
$37.2B
BABAALIBABA GROUP HLDG LTD
$36.8B
ELFE L F BEAUTY INC
$35.6B
FMXFOMENTO ECONOMICO MEXICANO S
$34.5B
PLDPROLOGIS INC.
$34.1B
ICLRICON PLC
$33.9B
INDAISHARES TR
$32.4B
PANWPALO ALTO NETWORKS INC
$31.7B
IEMGISHARES INC
$29.4B
ALBALBEMARLE CORP
$27.4B
ONCBEIGENE LTD
$23.0B
PAGSPAGSEGURO DIGITAL LTD
$21.4B
CHKPCHECK POINT SOFTWARE TECH LT
$19.4B
MTDMETTLER TOLEDO INTERNATIONAL
$18.4B
NSYNICE LTD
$13.7B
HDBHDFC BANK LTD
$12.4B
AQLTISHARES TR
$11.1B
INSPINSPIRE MED SYS INC
$10.0B
SPSCSPS COMM INC
$9.7B
CPNGCOUPANG INC
$9.7B
INMDINMODE LTD
$9.1B
IXUSISHARES TR
$9.1B
LYVLIVE NATION ENTERTAINMENT IN
$9.1B
SMINISHARES TR
$8.2B
RMBS*RAMBUS INC DEL
$8.0B
IRDMIRIDIUM COMMUNICATIONS INC
$8.0B
KNSLKINSALE CAP GROUP INC
$7.9B
ENSGENSIGN GROUP INC
$7.8B
SESEA LTD
$7.5B
ALTREURALTAIR ENGR INC
$7.3B
KSAISHARES TR
$7.3B
SSDSIMPSON MFG INC
$6.8B
ARCOARCOS DORADOS HOLDINGS INC
$6.3B
MMSIMERIT MED SYS INC
$6.1B
EXPOEXPONENT INC
$6.1B
NVMINOVA MEASURING INSTRUMENTS L
$6.0B
1GSNNOVANTA INC
$5.9B
FSSFEDERAL SIGNAL CORP
$5.8B
SWAVUSDSHOCKWAVE MED INC
$5.6B
THSTREEHOUSE FOODS INC
$4.2B
CXTCRANE NXT CO
$4.1B
LNTHLANTHEUS HLDGS INC
$4.0B
RACEFERRARI N V
$3.8B
NSSCNAPCO SEC TECHNOLOGIES INC
$3.5B
TMDXTRANSMEDICS GROUP INC
$3.5B
COCOVITA COCO CO INC
$3.4B
ACLSAXCELIS TECHNOLOGIES INC
$3.4B
WHWYNDHAM HOTELS & RESORTS INC
$3.4B
WSCWILLSCOT MOBIL MINI HLDNG CO
$3.3B
FOXFFOX FACTORY HLDG CORP
$3.0B
OPCHOPTION CARE HEALTH INC
$3.0B
CRCRANE COMPANY
$2.9B
IBPINSTALLED BLDG PRODS INC
$2.8B
FLYWFLYWIRE CORPORATION
$2.7B
RBCRBC BEARINGS INC
$2.6B
ZETAZETA GLOBAL HOLDINGS CORP
$2.6B
AEHRAEHR TEST SYS
$2.6B
SMCIUSDSUPER MICRO COMPUTER INC
$2.6B
TXRHTEXAS ROADHOUSE INC
$2.5B
ACHCACADIA HEALTHCARE COMPANY IN
$2.5B
SLABSILICON LABORATORIES INC
$2.4B
MYRGMYR GROUP INC DEL
$2.4B
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