AXIOM INVESTORS LLC /DE Q3 2024 Filing
Filed November 12, 2024
Portfolio Value
$11.4B
Holdings
127
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (127 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 10,641,513 | $1.3B | 11.35% | |
| 2 | MSFTMICROSOFT CORP | 2,309,047 | $993.6M | 8.72% | |
| 3 | METAMETA PLATFORMS INC | 1,592,577 | $911.7M | 8.01% | |
| 4 | AMZNAMAZON COM INC | 4,565,402 | $850.7M | 7.47% | |
| 5 | NFLXNETFLIX INC | 727,976 | $516.3M | 4.53% | |
| 6 | MLB1MERCADOLIBRE INC | 236,876 | $486.1M | 4.27% | |
| 7 | GOOGLALPHABET INC | 2,420,432 | $401.4M | 3.52% | |
| 8 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,107,390 | $366.0M | 3.21% | |
| 9 | COSTCOSTCO WHSL CORP NEW | 409,793 | $363.3M | 3.19% | |
| 10 | AAPLAPPLE INC | 1,541,168 | $359.1M | 3.15% | |
| 11 | LLYLILLY ELI & CO | 323,386 | $286.5M | 2.52% | |
| 12 | TWTRADEWEB MKTS INC | 2,041,962 | $252.5M | 2.22% | |
| 13 | BAHBOOZ ALLEN HAMILTON HLDG COR | 1,481,961 | $241.2M | 2.12% | |
| 14 | VRTVERTIV HOLDINGS CO | 2,362,309 | $235.0M | 2.06% | |
| 15 | NOWSERVICENOW INC | 238,216 | $213.1M | 1.87% | |
| 16 | VVISA INC | 747,212 | $205.4M | 1.80% | |
| 17 | BXBLACKSTONE INC | 1,231,126 | $188.5M | 1.66% | |
| 18 | CITCINTAS CORP | 799,220 | $164.5M | 1.44% | |
| 19 | DHRDANAHER CORPORATION | 576,385 | $160.2M | 1.41% | |
| 20 | IBNICICI BANK LIMITED | 5,251,786 | $156.8M | 1.38% | |
| 21 | ITGARTNER INC | 276,063 | $139.9M | 1.23% | |
| 22 | CDNSCADENCE DESIGN SYSTEM INC | 491,410 | $133.2M | 1.17% | |
| 23 | CMGCHIPOTLE MEXICAN GRILL INC | 2,213,215 | $127.5M | 1.12% | |
| 24 | UBERUBER TECHNOLOGIES INC | 1,601,127 | $120.3M | 1.06% | |
| 25 | A4SAMERIPRISE FINL INC | 229,071 | $107.6M | 0.94% | |
| 26 | BSXBOSTON SCIENTIFIC CORP | 1,217,423 | $102.0M | 0.90% | |
| 27 | BLDTOPBUILD CORP | 227,122 | $92.4M | 0.81% | |
| 28 | AJGGALLAGHER ARTHUR J & CO | 325,289 | $91.5M | 0.80% | |
| 29 | ZTSZOETIS INC | 438,582 | $85.7M | 0.75% | |
| 30 | ADBEADOBE SYSTEMS INCORPORATED | 138,501 | $71.7M | 0.63% | |
| 31 | PLDPROLOGIS INC. | 531,715 | $67.1M | 0.59% | |
| 32 | NUNU HLDGS LTD | 4,630,485 | $63.2M | 0.56% | |
| 33 | INDAISHARES TR | 1,068,400 | $62.5M | 0.55% | |
| 34 | LYVLIVE NATION ENTERTAINMENT IN | 531,195 | $58.2M | 0.51% | |
| 35 | MMYTMAKEMYTRIP LIMITED MAURITIUS | 622,741 | $57.9M | 0.51% | |
| 36 | ICLRICON PLC | 196,879 | $56.6M | 0.50% | |
| 37 | CLSCELESTICA INC | 1,000,855 | $51.2M | 0.45% | |
| 38 | SHOPSHOPIFY INC | 559,490 | $44.8M | 0.39% | |
| 39 | LINLINDE PLC | 86,097 | $41.1M | 0.36% | |
| 40 | EQIXEQUINIX INC | 43,719 | $38.8M | 0.34% | |
| 41 | CLVTRIP COM GROUP LTD | 631,177 | $37.5M | 0.33% | |
| 42 | TBBBBBB FOODS INC | 1,241,859 | $37.3M | 0.33% | |
| 43 | AZNASTRAZENECA PLC | 444,508 | $34.6M | 0.30% | |
| 44 | SESEA LTD | 359,490 | $33.9M | 0.30% | |
| 45 | TELTE CONNECTIVITY LTD | 210,137 | $31.7M | 0.28% | |
| 46 | FMXFOMENTO ECONOMICO MEXICANO S | 311,170 | $30.7M | 0.27% | |
| 47 | AQLTISHARES TR | 360,400 | $28.1M | 0.25% | |
| 48 | VISTVISTA ENERGY S.A.B. DE C.V. | 628,171 | $27.8M | 0.24% | |
| 49 | PSNPARSONS CORP DEL | 254,747 | $26.4M | 0.23% | |
| 50 | HLNEHAMILTON LANE INC | 152,322 | $25.6M | 0.23% | |
| 51 | MODMODINE MFG CO | 172,731 | $22.9M | 0.20% | |
| 52 | EMBJEMBRAER S.A. | 645,782 | $22.8M | 0.20% | |
| 53 | ENSGENSIGN GROUP INC | 154,194 | $22.2M | 0.19% | |
| 54 | CASYCASEYS GEN STORES INC | 58,059 | $21.8M | 0.19% | |
| 55 | QTWOQ2 HLDGS INC | 265,590 | $21.2M | 0.19% | |
| 56 | MMSIMERIT MED SYS INC | 213,617 | $21.1M | 0.19% | |
| 57 | MUMICRON TECHNOLOGY INC | 200,832 | $20.8M | 0.18% | |
| 58 | CRCRANE COMPANY | 129,433 | $20.5M | 0.18% | |
| 59 | SFMSPROUTS FMRS MKT INC | 184,291 | $20.3M | 0.18% | |
| 60 | SFSTIFEL FINL CORP | 207,528 | $19.5M | 0.17% | |
| 61 | VERXVERTEX INC | 475,010 | $18.3M | 0.16% | |
| 62 | SPXCSPX TECHNOLOGIES INC | 111,900 | $17.8M | 0.16% | |
| 63 | FSSFEDERAL SIGNAL CORP | 188,675 | $17.6M | 0.15% | |
| 64 | CWANCLEARWATER ANALYTICS HLDGS I | 682,460 | $17.2M | 0.15% | |
| 65 | GLOBGLOBANT S A | 86,527 | $17.1M | 0.15% | |
| 66 | SPSCSPS COMM INC | 87,203 | $16.9M | 0.15% | |
| 67 | VRNSVARONIS SYS INC | 296,990 | $16.8M | 0.15% | |
| 68 | CAMTCAMTEK LTD | 209,117 | $16.7M | 0.15% | |
| 69 | BMIBADGER METER INC | 76,307 | $16.7M | 0.15% | |
| 70 | JPXAEROVIRONMENT INC | 81,884 | $16.4M | 0.14% | |
| 71 | FTAIFTAI AVIATION LTD | 122,000 | $16.2M | 0.14% | |
| 72 | WINGWINGSTOP INC | 38,918 | $16.2M | 0.14% | |
| 73 | TMDXTRANSMEDICS GROUP INC | 99,478 | $15.6M | 0.14% | |
| 74 | TSLATESLA INC | 56,998 | $14.9M | 0.13% | |
| 75 | FCNFTI CONSULTING INC | 64,793 | $14.7M | 0.13% | |
| 76 | 1GSNNOVANTA INC | 80,513 | $14.4M | 0.13% | |
| 77 | IWOISHARES TR | 50,000 | $14.2M | 0.12% | |
| 78 | ZETAZETA GLOBAL HOLDINGS CORP | 473,545 | $14.1M | 0.12% | |
| 79 | CWSTCASELLA WASTE SYS INC | 138,508 | $13.8M | 0.12% | |
| 80 | NVMINOVA MEASURING INSTRUMENTS L | 65,153 | $13.6M | 0.12% | |
| 81 | EXPOEXPONENT INC | 116,757 | $13.5M | 0.12% | |
| 82 | RDNTRADNET INC | 191,095 | $13.3M | 0.12% | |
| 83 | MCMOELIS & CO | 185,952 | $12.7M | 0.11% | |
| 84 | IBPINSTALLED BLDG PRODS INC | 51,200 | $12.6M | 0.11% | |
| 85 | TXRHTEXAS ROADHOUSE INC | 64,885 | $11.5M | 0.10% | |
| 86 | LNTHLANTHEUS HLDGS INC | 101,772 | $11.2M | 0.10% | |
| 87 | BMABANCO MACRO SA | 175,305 | $11.1M | 0.10% | |
| 88 | PIPRPIPER SANDLER COMPANIES | 38,509 | $10.9M | 0.10% | |
| 89 | KEXKIRBY CORP | 89,032 | $10.9M | 0.10% | |
| 90 | BAPCREDICORP LTD | 58,711 | $10.6M | 0.09% | |
| 91 | AGYSAGILYSYS INC | 93,739 | $10.2M | 0.09% | |
| 92 | RACEFERRARI N V | 20,187 | $9.5M | 0.08% | |
| 93 | KNSLKINSALE CAP GROUP INC | 20,030 | $9.3M | 0.08% | |
| 94 | IEMGISHARES INC | 159,500 | $9.2M | 0.08% | |
| 95 | AZEKAZEK CO INC | 189,405 | $8.9M | 0.08% | |
| 96 | FLINFRANKLIN TEMPLETON ETF TR | 208,500 | $8.7M | 0.08% | |
| 97 | RBCRBC BEARINGS INC | 27,124 | $8.1M | 0.07% | |
| 98 | MTDRMATADOR RES CO | 164,055 | $8.1M | 0.07% | |
| 99 | WHDCACTUS INC | 118,466 | $7.1M | 0.06% | |
| 100 | DFHDREAM FINDERS HOMES INC | 185,695 | $6.7M | 0.06% |
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