AXIOM INVESTORS LLC /DE Q3 2020 Filing
Filed November 12, 2020
Portfolio Value
$6.2B
Holdings
112
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (112 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BABAALIBABA GROUP HLDG LTD | 2,855,881 | $839.6B | 13623.06% | |
| 2 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 7,089,275 | $574.7B | 9325.65% | |
| 3 | JDJD COM INC | 4,494,820 | $348.8B | 5660.40% | |
| 4 | MSFTMICROSOFT CORP | 1,576,644 | $331.6B | 5380.87% | |
| 5 | ADBEADOBE INC | 545,836 | $267.7B | 4343.66% | |
| 6 | SESEA LTD | 1,482,526 | $228.4B | 3705.54% | |
| 7 | NOWSERVICENOW INC | 446,543 | $216.6B | 3514.16% | |
| 8 | AMZNAMAZON COM INC | 64,385 | $202.7B | 3289.55% | |
| 9 | PYPLPAYPAL HLDGS INC | 890,891 | $175.5B | 2848.22% | |
| 10 | VVISA INC | 735,362 | $147.1B | 2386.06% | |
| 11 | LULULULULEMON ATHLETICA INC | 442,314 | $145.7B | 2363.91% | |
| 12 | RNGRINGCENTRAL INC | 519,713 | $142.7B | 2315.77% | |
| 13 | AAPLAPPLE INC | 1,177,316 | $136.3B | 2212.36% | |
| 14 | MLB1MERCADOLIBRE INC | 119,321 | $129.2B | 2095.82% | |
| 15 | SPGIS&P GLOBAL INC | 329,333 | $118.8B | 1926.97% | |
| 16 | METAFACEBOOK INC | 439,250 | $115.0B | 1866.66% | |
| 17 | GOOGLALPHABET INC | 68,969 | $101.1B | 1640.16% | |
| 18 | TREXTREX CO INC | 1,329,176 | $95.2B | 1544.23% | |
| 19 | NTESNETEASE INC | 206,272 | $93.8B | 1521.79% | |
| 20 | HDHOME DEPOT INC | 324,110 | $90.0B | 1460.50% | |
| 21 | CPRTCOPART INC | 793,240 | $83.4B | 1353.54% | |
| 22 | AZNASTRAZENECA PLC | 1,332,070 | $73.0B | 1184.46% | |
| 23 | DHRDANAHER CORPORATION | 337,730 | $72.7B | 1180.02% | |
| 24 | ZTSZOETIS INC | 403,654 | $66.8B | 1083.13% | |
| 25 | IDXXIDEXX LABS INC | 166,886 | $65.6B | 1064.52% | |
| 26 | GLOBGLOBANT S A | 354,225 | $63.5B | 1030.10% | |
| 27 | STNESTONECO LTD | 1,178,450 | $62.3B | 1011.35% | |
| 28 | TALTAL EDUCATION GROUP | 818,745 | $62.3B | 1010.19% | |
| 29 | POOLPOOL CORPORATION | 174,924 | $58.5B | 949.54% | |
| 30 | SHOPSHOPIFY INC | 57,024 | $58.3B | 946.54% | |
| 31 | GPNGLOBAL PMTS INC | 314,740 | $55.9B | 906.91% | |
| 32 | NSYNICE LTD | 232,410 | $52.8B | 856.16% | |
| 33 | ATVIEURACTIVISION BLIZZARD INC | 571,150 | $46.2B | 750.22% | |
| 34 | KEYSKEYSIGHT TECHNOLOGIES INC | 467,500 | $46.2B | 749.33% | |
| 35 | TSLATESLA INC | 107,132 | $46.0B | 745.77% | |
| 36 | NVDANVIDIA CORP | 80,354 | $43.5B | 705.66% | |
| 37 | MAMASTERCARD INC | 124,552 | $42.1B | 683.45% | |
| 38 | CHGGCHEGG INC | 588,230 | $42.0B | 681.87% | |
| 39 | NBISYANDEX N V | 619,710 | $40.4B | 656.12% | |
| 40 | PLDPROLOGIS INC | 342,210 | $34.4B | 558.72% | |
| 41 | DC4DEXCOM INC | 82,681 | $34.1B | 553.05% | |
| 42 | VEEVVEEVA SYS INC | 120,044 | $33.8B | 547.72% | |
| 43 | IQVIQVIA HLDGS INC | 200,120 | $31.5B | 511.86% | |
| 44 | PGPROCTER & GAMBLE CO | 195,135 | $27.1B | 440.09% | |
| 45 | AVLRUSDAVALARA INC | 187,866 | $23.9B | 388.18% | |
| 46 | ELLAUDER ESTEE COS INC | 100,480 | $21.9B | 355.84% | |
| 47 | HDBHDFC BANK LTD | 421,730 | $21.1B | 341.89% | |
| 48 | TEAMATLASSIAN CORP PLC | 112,109 | $20.4B | 330.69% | |
| 49 | IXUSISHARES TR | 324,200 | $18.9B | 306.89% | |
| 50 | IEMGISHARES INC | 308,300 | $16.3B | 264.13% | |
| 51 | TRVCCITIGROUP INC | 359,790 | $15.5B | 251.68% | |
| 52 | WNSNWNS HOLDINGS LTD | 220,600 | $14.1B | 228.95% | |
| 53 | NKENIKE INC | 106,504 | $13.4B | 216.96% | |
| 54 | RDYDR REDDYS LABS LTD | 185,660 | $12.9B | 209.56% | |
| 55 | INDAISHARES TR | 363,500 | $12.3B | 199.73% | |
| 56 | BAPCREDICORP LTD | 98,663 | $12.2B | 198.50% | |
| 57 | GNRCGENERAC HLDGS INC | 55,384 | $10.7B | 174.03% | |
| 58 | BLDTOPBUILD CORP | 62,613 | $10.7B | 173.41% | |
| 59 | RGENREPLIGEN CORP | 68,702 | $10.1B | 164.47% | |
| 60 | FRPTFRESHPET INC | 90,745 | $10.1B | 164.40% | |
| 61 | LYVLIVE NATION ENTERTAINMENT IN | 187,740 | $10.1B | 164.13% | |
| 62 | MPWRMONOLITHIC PWR SYS INC | 34,035 | $9.5B | 154.42% | |
| 63 | EXPOEXPONENT INC | 107,185 | $7.7B | 125.28% | |
| 64 | LPSNUSDLIVEPERSON INC | 141,985 | $7.4B | 119.78% | |
| 65 | CYRXCRYOPORT INC | 150,445 | $7.1B | 115.71% | |
| 66 | WINGWINGSTOP INC | 49,277 | $6.7B | 109.27% | |
| 67 | VRTVERTIV HOLDINGS CO | 375,696 | $6.5B | 105.58% | |
| 68 | KNSLKINSALE CAP GROUP INC | 32,229 | $6.1B | 99.45% | |
| 69 | SMINISHARES TR | 166,600 | $6.0B | 96.85% | |
| 70 | ATSG*AIR TRANSPORT SERVICES GRP I | 233,765 | $5.9B | 95.05% | |
| 71 | NTRANATERA INC | 74,736 | $5.4B | 87.61% | |
| 72 | ENSGENSIGN GROUP INC | 94,503 | $5.4B | 87.49% | |
| 73 | HLNEHAMILTON LANE INC | 81,607 | $5.3B | 85.53% | |
| 74 | PLMRPALOMAR HLDGS INC | 50,015 | $5.2B | 84.60% | |
| 75 | MRCYMERCURY SYS INC | 58,889 | $4.6B | 74.02% | |
| 76 | QDELUSDQUIDEL CORP | 19,933 | $4.4B | 70.96% | |
| 77 | SLABSILICON LABORATORIES INC | 42,304 | $4.1B | 67.16% | |
| 78 | 1GSNNOVANTA INC | 37,402 | $3.9B | 63.93% | |
| 79 | JBTJOHN BEAN TECHNOLOGIES CORP | 42,765 | $3.9B | 63.77% | |
| 80 | FSSFEDERAL SIGNAL CORP | 133,258 | $3.9B | 63.25% | |
| 81 | MSAMSA SAFETY INC | 28,988 | $3.9B | 63.10% | |
| 82 | PGNYPROGYNY INC | 119,974 | $3.5B | 57.29% | |
| 83 | REXRREXFORD INDL RLTY INC | 73,998 | $3.4B | 54.94% | |
| 84 | XYZSQUARE INC | 20,638 | $3.4B | 54.44% | |
| 85 | GDSGDS HLDGS LTD | 40,090 | $3.3B | 53.24% | |
| 86 | EVBGEUREVERBRIDGE INC | 23,794 | $3.0B | 48.55% | |
| 87 | XPXP INC | 70,920 | $3.0B | 47.98% | |
| 88 | ADUSADDUS HOMECARE CORP | 26,880 | $2.5B | 41.21% | |
| 89 | WDFCWD-40 CO | 12,549 | $2.4B | 38.55% | |
| 90 | NVMINOVA MEASURING INSTRUMENTS L | 43,466 | $2.3B | 36.77% | |
| 91 | EDUNEW ORIENTAL ED & TECH GRP I | 14,700 | $2.2B | 35.67% | |
| 92 | VIAVVIAVI SOLUTIONS INC | 180,629 | $2.1B | 34.38% | |
| 93 | —IMMUNOMEDICS INC | 23,060 | $2.0B | 31.82% | |
| 94 | STAASTAAR SURGICAL CO | 34,579 | $2.0B | 31.74% | |
| 95 | EVEREVERQUOTE INC | 50,485 | $2.0B | 31.66% | |
| 96 | AMTAMERICAN TOWER CORP NEW | 7,446 | $1.8B | 29.21% | |
| 97 | COLDAMERICOLD RLTY TR | 46,770 | $1.7B | 27.13% | |
| 98 | GRFSGRIFOLS S A | 92,120 | $1.6B | 25.93% | |
| 99 | SFSTIFEL FINL CORP | 31,567 | $1.6B | 25.90% | |
| 100 | ZMZOOM VIDEO COMMUNICATIONS IN | 3,074 | $1.4B | 23.45% |
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