AXIOM INVESTORS LLC /DE Q3 2017 Filing
Filed November 9, 2017
Portfolio Value
$4.5T
Holdings
139
Report Date
Q3 2017
Filing Type
13F-HR
All Holdings (139 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BABAALIBABA GROUP HLDG LTD | 2,622,902 | $453.0B | 10.17% | |
| 2 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 7,880,137 | $295.9B | 6.65% | |
| 3 | ITUBITAU UNIBANCO HLDG SA | 14,288,543 | $195.8B | 4.40% | |
| 4 | METAFACEBOOK | 1,106,973 | $189.1B | 4.25% | |
| 5 | GOOGLALPHABET INC | 161,527 | $157.3B | 3.53% | |
| 6 | AVGOBROADCOM LTD | 558,241 | $135.4B | 3.04% | |
| 7 | VVISA INC | 1,132,308 | $119.2B | 2.68% | |
| 8 | CTRPUSDCTRIP COM INTL LTD | 2,034,369 | $107.3B | 2.41% | |
| 9 | JDJD COM INC | 2,488,630 | $95.1B | 2.14% | |
| 10 | IBNICICI BK LTD | 10,642,130 | $91.1B | 2.05% | |
| 11 | SQMSOCIEDAD QUIMICA MINERA DE C | 1,636,150 | $91.1B | 2.05% | |
| 12 | ADBEADOBE SYS INC | 583,480 | $87.0B | 1.95% | |
| 13 | PBRPETROLEO BRASILEIRO SA PETRO | 7,915,970 | $79.5B | 1.78% | |
| 14 | BAPCREDICORP LTD | 353,577 | $72.5B | 1.63% | |
| 15 | —CHINA LODGING GROUP LTD | 562,006 | $66.8B | 1.50% | |
| 16 | MSFTMICROSOFT CORP | 877,740 | $65.4B | 1.47% | |
| 17 | TRVCCITIGROUP INC | 898,120 | $65.3B | 1.47% | |
| 18 | EOGEOG RES INC | 664,967 | $64.3B | 1.44% | |
| 19 | AMZNAMAZON COM INC | 66,897 | $64.3B | 1.44% | |
| 20 | NBISYANDEX N V | 1,933,789 | $63.7B | 1.43% | |
| 21 | AAPLAPPLE INC | 410,305 | $63.2B | 1.42% | |
| 22 | MGMMGM RESORTS INTERNATIONAL | 1,923,467 | $62.7B | 1.41% | |
| 23 | —TIM PARTICIPACOES S A | 3,428,920 | $62.7B | 1.41% | |
| 24 | GPNGLOBAL PMTS INC | 644,700 | $61.3B | 1.38% | |
| 25 | INDAISHARES TR | 1,848,500 | $60.7B | 1.36% | |
| 26 | FMXFOMENTO ECONOMICO MEXICANO S | 609,361 | $58.2B | 1.31% | |
| 27 | MHKMOHAWK INDS INC | 232,370 | $57.5B | 1.29% | |
| 28 | PYPLPAYPAL HLDGS INC | 786,114 | $50.3B | 1.13% | |
| 29 | MCDMCDONALDS CORP | 308,315 | $48.3B | 1.08% | |
| 30 | BMABANCO MACRO SA | 399,029 | $46.8B | 1.05% | |
| 31 | ALLEALLEGION PUB LTD CO | 530,217 | $45.8B | 1.03% | |
| 32 | HDBHDFC BANK LTD | 473,616 | $45.6B | 1.03% | |
| 33 | HONHONEYWELL INTL INC | 321,677 | $45.6B | 1.02% | |
| 34 | BKNGPRICELINE COM INC | 24,335 | $44.6B | 1.00% | |
| 35 | SCCOSOUTHERN COPPER CORP | 1,098,722 | $43.7B | 0.98% | |
| 36 | GGBGERDAU S A | 12,231,470 | $42.0B | 0.94% | |
| 37 | CXCEMEX SAB DE CV | 4,369,800 | $39.7B | 0.89% | |
| 38 | AMXNAMERICA MOVIL SAB DE CV | 2,211,894 | $39.3B | 0.88% | |
| 39 | YPFYPF SOCIEDAD ANONIMA | 1,694,576 | $37.8B | 0.85% | |
| 40 | ILMNILLUMINA INC | 186,457 | $37.1B | 0.83% | |
| 41 | CXOEURCONCHO RES INC | 278,980 | $36.7B | 0.83% | |
| 42 | RTN1USDRAYTHEON CO | 192,855 | $36.0B | 0.81% | |
| 43 | KEYKEYCORP NEW | 1,819,010 | $34.2B | 0.77% | |
| 44 | CPACOPA HOLDINGS SA | 256,840 | $32.0B | 0.72% | |
| 45 | —ALLERGAN PLC | 154,600 | $31.7B | 0.71% | |
| 46 | ATVIEURACTIVISION BLIZZARD INC | 490,169 | $31.6B | 0.71% | |
| 47 | CBCHUBB CORP | 212,419 | $30.3B | 0.68% | |
| 48 | MNSTMONSTER BEVERAGE CORP NEW | 534,490 | $29.5B | 0.66% | |
| 49 | MLB1MERCADOLIBRE INC | 109,346 | $28.3B | 0.64% | |
| 50 | CMCSACOMCAST CORP NEW | 729,500 | $28.1B | 0.63% | |
| 51 | AFWALIGN TECHNOLOGY INC | 147,770 | $27.5B | 0.62% | |
| 52 | BERYEURBERRY GLOBAL GROUP INC | 478,485 | $27.1B | 0.61% | |
| 53 | SLBSCHLUMBERGER LTD | 365,600 | $25.5B | 0.57% | |
| 54 | ULTAULTA SALON COSMETCS & FRAG I | 101,395 | $22.9B | 0.51% | |
| 55 | FRCBFIRST REP BK SAN FRANCISCO C | 199,320 | $20.8B | 0.47% | |
| 56 | —ENCANA CORP | 1,734,070 | $20.4B | 0.46% | |
| 57 | SANBANCO SANTANDER SA | 2,663,610 | $18.5B | 0.42% | |
| 58 | PTIP T TELEKOMUNIKASI INDONESIA | 423,820 | $14.5B | 0.33% | |
| 59 | ROLROLLINS INC | 313,380 | $14.5B | 0.32% | |
| 60 | MRCYMERCURY SYS INC | 236,109 | $12.2B | 0.28% | |
| 61 | JBTJOHN BEAN TECHNOLOGIES CORP | 121,091 | $12.2B | 0.27% | |
| 62 | XPOXPO LOGISTICS INC | 176,683 | $12.0B | 0.27% | |
| 63 | LFUSLITTELFUSE INC | 60,128 | $11.8B | 0.26% | |
| 64 | EEFTEURONET WORLDWIDE INC | 123,429 | $11.7B | 0.26% | |
| 65 | BFAMBRIGHT HORIZONS FAM SOL IN D | 134,911 | $11.6B | 0.26% | |
| 66 | LOGMEURLOGMEIN INC | 98,812 | $10.9B | 0.24% | |
| 67 | PLNTPLANET FITNESS INC | 393,765 | $10.6B | 0.24% | |
| 68 | CGNXCOGNEX CORP | 95,042 | $10.5B | 0.24% | |
| 69 | ATSG*AIR TRANSPORT SERVICES GRP I | 428,692 | $10.4B | 0.23% | |
| 70 | RNGRINGCENTRAL INC | 233,337 | $9.7B | 0.22% | |
| 71 | TYLTYLER TECHNOLOGIES INC | 55,324 | $9.6B | 0.22% | |
| 72 | PRAHPRA HEALTH SCIENCES INC | 123,824 | $9.4B | 0.21% | |
| 73 | HCSGHEALTHCARE SVCS GRP INC | 174,324 | $9.4B | 0.21% | |
| 74 | EGBNEAGLE BANCORP INC MD | 133,785 | $9.0B | 0.20% | |
| 75 | COR1EURCORESITE RLTY CORP | 79,796 | $8.9B | 0.20% | |
| 76 | OLLIOLLIES BARGAIN OUTLT HLDGS I | 191,574 | $8.9B | 0.20% | |
| 77 | COHREURCOHERENT INC | 37,331 | $8.8B | 0.20% | |
| 78 | MPWRMONOLITHIC PWR SYS INC | 82,092 | $8.7B | 0.20% | |
| 79 | VCRAUSDVOCERA COMMUNICATINS INC | 251,174 | $7.9B | 0.18% | |
| 80 | —MEDIDATA SOLUTIONS INC | 99,506 | $7.8B | 0.17% | |
| 81 | QTWOQ2 HLDGS INC | 182,129 | $7.6B | 0.17% | |
| 82 | OMCLOMNICELL INC | 143,978 | $7.3B | 0.17% | |
| 83 | UCBUNITED CMNTY BKS BLAIRSVLE G | 252,333 | $7.2B | 0.16% | |
| 84 | NSYNICE SYS LTD | 79,810 | $6.5B | 0.15% | |
| 85 | BIDUNBAIDU INC | 25,740 | $6.4B | 0.14% | |
| 86 | TALTAL ED GROUP | 179,700 | $6.1B | 0.14% | |
| 87 | PEGAPEGASYSTEMS INC | 97,080 | $5.6B | 0.13% | |
| 88 | 7SUSUMMIT MATLS INC | 169,919 | $5.4B | 0.12% | |
| 89 | EXASEXACT SCIENCES CORP | 107,194 | $5.1B | 0.11% | |
| 90 | —ADAMAS PHARMACEUTICALS INC | 236,209 | $5.0B | 0.11% | |
| 91 | PAYCPAYCOM SOFTWARE INC | 66,290 | $5.0B | 0.11% | |
| 92 | EP3ORASURE TECHNOLOGIES INC | 213,695 | $4.8B | 0.11% | |
| 93 | INGNINOGEN INC | 47,818 | $4.5B | 0.10% | |
| 94 | NVEEUSDNV5 GLOBAL INC | 82,957 | $4.5B | 0.10% | |
| 95 | EXPOEXPONENT INC | 59,104 | $4.4B | 0.10% | |
| 96 | WF2WINTRUST FINL CORP | 54,847 | $4.3B | 0.10% | |
| 97 | DLXDELUXE CORP | 57,050 | $4.2B | 0.09% | |
| 98 | SUPNSUPERNUS PHARMACEUTICALS INC | 98,876 | $4.0B | 0.09% | |
| 99 | CENTCENTRAL GARDEN & PET CO | 98,710 | $3.8B | 0.09% | |
| 100 | —GRUBHUB INC | 72,060 | $3.8B | 0.09% |
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