AXIOM INVESTORS LLC /DE Q2 2024 Filing
Filed August 13, 2024
Portfolio Value
$11.5B
Holdings
128
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (128 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 12,854,018 | $1.6T | 13839.99% | |
| 2 | MSFTMICROSOFT CORP | 2,235,024 | $998.9B | 8706.23% | |
| 3 | AMZNAMAZON COM INC | 4,581,667 | $885.4B | 7716.71% | |
| 4 | METAMETA PLATFORMS INC | 1,484,346 | $748.4B | 6522.95% | |
| 5 | GOOGLALPHABET INC | 2,851,577 | $519.4B | 4526.92% | |
| 6 | NFLXNETFLIX INC | 673,833 | $454.8B | 3963.40% | |
| 7 | MLB1MERCADOLIBRE INC | 263,664 | $433.3B | 3776.45% | |
| 8 | LLYLILLY ELI & CO | 454,131 | $411.2B | 3583.45% | |
| 9 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,230,761 | $387.7B | 3379.22% | |
| 10 | COSTCOSTCO WHSL CORP NEW | 438,961 | $373.1B | 3251.84% | |
| 11 | AAPLAPPLE INC | 1,368,678 | $288.3B | 2512.40% | |
| 12 | CDNSCADENCE DESIGN SYSTEM INC | 898,401 | $276.5B | 2409.66% | |
| 13 | VRTVERTIV HOLDINGS CO | 2,556,969 | $221.4B | 1929.22% | |
| 14 | TWTRADEWEB MKTS INC | 2,067,167 | $219.1B | 1909.72% | |
| 15 | BAHBOOZ ALLEN HAMILTON HLDG COR | 1,338,420 | $206.0B | 1795.22% | |
| 16 | VVISA INC | 721,747 | $189.4B | 1651.02% | |
| 17 | NOWSERVICENOW INC | 233,344 | $183.6B | 1599.84% | |
| 18 | ITGARTNER INC | 383,775 | $172.3B | 1502.00% | |
| 19 | BXBLACKSTONE INC | 1,162,556 | $143.9B | 1254.36% | |
| 20 | DHRDANAHER CORPORATION | 567,281 | $141.7B | 1235.28% | |
| 21 | UBERUBER TECHNOLOGIES INC | 1,932,919 | $140.5B | 1224.38% | |
| 22 | CITCINTAS CORP | 185,483 | $129.9B | 1132.01% | |
| 23 | NUNU HLDGS LTD | 8,155,480 | $105.1B | 916.20% | |
| 24 | BLDTOPBUILD CORP | 261,453 | $100.7B | 877.90% | |
| 25 | A4SAMERIPRISE FINL INC | 231,285 | $98.8B | 861.10% | |
| 26 | MUMICRON TECHNOLOGY INC | 621,375 | $81.7B | 712.30% | |
| 27 | ADBEADOBE SYSTEMS INCORPORATED | 139,785 | $77.7B | 676.81% | |
| 28 | FMXFOMENTO ECONOMICO MEXICANO S | 671,463 | $72.3B | 629.97% | |
| 29 | ELFE L F BEAUTY INC | 341,971 | $72.1B | 628.03% | |
| 30 | CLSCELESTICA INC | 1,145,245 | $65.7B | 572.22% | |
| 31 | TMETENCENT MUSIC ENTMT GROUP | 4,638,430 | $65.2B | 567.98% | |
| 32 | ELVELEVANCE HEALTH INC | 119,739 | $64.9B | 565.47% | |
| 33 | ZTSZOETIS INC | 369,089 | $64.0B | 557.66% | |
| 34 | PLDPROLOGIS INC. | 536,635 | $60.3B | 525.27% | |
| 35 | AJGGALLAGHER ARTHUR J & CO | 225,352 | $58.4B | 509.30% | |
| 36 | INDAISHARES TR | 1,038,600 | $57.9B | 504.91% | |
| 37 | ICLRICON PLC | 170,853 | $53.6B | 466.77% | |
| 38 | LYVLIVE NATION ENTERTAINMENT IN | 536,417 | $50.3B | 438.24% | |
| 39 | CLVTRIP COM GROUP LTD | 1,010,390 | $47.5B | 413.88% | |
| 40 | MMYTMAKEMYTRIP LIMITED MAURITIUS | 545,378 | $45.9B | 399.74% | |
| 41 | CXCEMEX SAB DE CV | 6,393,900 | $40.9B | 356.09% | |
| 42 | CAMTCAMTEK LTD | 304,173 | $38.1B | 332.01% | |
| 43 | IBNICICI BANK LIMITED | 1,266,390 | $36.5B | 317.97% | |
| 44 | LINLINDE PLC | 80,138 | $35.2B | 306.48% | |
| 45 | PANWPALO ALTO NETWORKS INC | 103,700 | $35.2B | 306.39% | |
| 46 | N1UANEW ORIENTAL ED & TECHNOLOGY | 440,768 | $34.3B | 298.59% | |
| 47 | TBBBBBB FOODS INC | 1,367,018 | $32.6B | 284.27% | |
| 48 | TELTE CONNECTIVITY LTD | 211,630 | $31.8B | 277.46% | |
| 49 | CPRTCOPART INC | 563,024 | $30.5B | 265.76% | |
| 50 | NVMINOVA MEASURING INSTRUMENTS L | 119,592 | $28.0B | 244.44% | |
| 51 | VISTVISTA ENERGY S.A.B. DE C.V. | 580,420 | $26.4B | 230.06% | |
| 52 | FTAIFTAI AVIATION LTD | 240,000 | $24.8B | 215.93% | |
| 53 | MODMODINE MFG CO | 234,720 | $23.5B | 204.95% | |
| 54 | CASYCASEYS GEN STORES INC | 61,302 | $23.4B | 203.85% | |
| 55 | PSNPARSONS CORP DEL | 282,548 | $23.1B | 201.46% | |
| 56 | CRCRANE COMPANY | 156,741 | $22.7B | 198.05% | |
| 57 | ENSGENSIGN GROUP INC | 183,691 | $22.7B | 198.01% | |
| 58 | JPXAEROVIRONMENT INC | 117,691 | $21.4B | 186.84% | |
| 59 | AQLTISHARES TR | 288,600 | $21.0B | 182.70% | |
| 60 | HLNEHAMILTON LANE INC | 168,505 | $20.8B | 181.48% | |
| 61 | FSSFEDERAL SIGNAL CORP | 231,860 | $19.4B | 169.07% | |
| 62 | QTWOQ2 HLDGS INC | 319,198 | $19.3B | 167.83% | |
| 63 | SFSTIFEL FINL CORP | 225,258 | $19.0B | 165.20% | |
| 64 | RMBS*RAMBUS INC DEL | 314,864 | $18.5B | 161.24% | |
| 65 | SPSCSPS COMM INC | 91,215 | $17.2B | 149.58% | |
| 66 | VERXVERTEX INC | 475,260 | $17.1B | 149.32% | |
| 67 | TXRHTEXAS ROADHOUSE INC | 98,896 | $17.0B | 148.00% | |
| 68 | TSLATESLA INC | 84,798 | $16.8B | 146.24% | |
| 69 | WINGWINGSTOP INC | 38,225 | $16.2B | 140.81% | |
| 70 | SPXCSPX TECHNOLOGIES INC | 104,616 | $14.9B | 129.60% | |
| 71 | SFMSPROUTS FMRS MKT INC | 172,423 | $14.4B | 125.71% | |
| 72 | MMSIMERIT MED SYS INC | 165,371 | $14.2B | 123.87% | |
| 73 | IWOISHARES TR | 52,100 | $13.7B | 119.20% | |
| 74 | TMDXTRANSMEDICS GROUP INC | 90,635 | $13.7B | 118.97% | |
| 75 | FCNFTI CONSULTING INC | 60,925 | $13.1B | 114.44% | |
| 76 | IBPINSTALLED BLDG PRODS INC | 63,580 | $13.1B | 113.97% | |
| 77 | BMIBADGER METER INC | 61,695 | $11.5B | 100.19% | |
| 78 | GLOBGLOBANT S A | 63,972 | $11.4B | 99.38% | |
| 79 | RACEFERRARI N V | 26,963 | $11.0B | 95.96% | |
| 80 | MTDRMATADOR RES CO | 178,895 | $10.7B | 92.92% | |
| 81 | ZETAZETA GLOBAL HOLDINGS CORP | 567,840 | $10.0B | 87.35% | |
| 82 | 1GSNNOVANTA INC | 60,372 | $9.8B | 85.82% | |
| 83 | NSYNICE LTD | 55,931 | $9.6B | 83.83% | |
| 84 | CWANCLEARWATER ANALYTICS HLDGS I | 469,875 | $8.7B | 75.84% | |
| 85 | IM8NINSMED INC | 125,598 | $8.4B | 73.34% | |
| 86 | ALTREURALTAIR ENGR INC | 83,285 | $8.2B | 71.19% | |
| 87 | RBCRBC BEARINGS INC | 29,550 | $8.0B | 69.47% | |
| 88 | KNSLKINSALE CAP GROUP INC | 20,634 | $7.9B | 69.28% | |
| 89 | EMBJEMBRAER S.A. | 300,950 | $7.8B | 67.67% | |
| 90 | EXPOEXPONENT INC | 79,889 | $7.6B | 66.23% | |
| 91 | WHWYNDHAM HOTELS & RESORTS INC | 101,975 | $7.5B | 65.77% | |
| 92 | SSDSIMPSON MFG INC | 44,743 | $7.5B | 65.71% | |
| 93 | VRNSVARONIS SYS INC | 156,533 | $7.5B | 65.44% | |
| 94 | AGYSAGILYSYS INC | 72,000 | $7.5B | 65.35% | |
| 95 | AZEKAZEK CO INC | 176,925 | $7.5B | 64.96% | |
| 96 | SHOPSHOPIFY INC | 107,570 | $7.1B | 61.91% | |
| 97 | FLINFRANKLIN TEMPLETON ETF TR | 176,800 | $7.0B | 61.42% | |
| 98 | PROPROS HOLDINGS INC | 224,050 | $6.4B | 55.94% | |
| 99 | CXTCRANE NXT CO | 103,622 | $6.4B | 55.47% | |
| 100 | WHDCACTUS INC | 116,790 | $6.2B | 53.68% |
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