AXIOM INVESTORS LLC /DE Q4 2019 Filing

Filed February 13, 2020

Portfolio Value

$4.3B

Holdings

117

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (117 positions)

StockValue
BABAALIBABA GROUP HLDG LTD
$620.1M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$416.9M
VVISA INC
$198.6M
MSFTMICROSOFT CORP
$164.7M
ADBEADOBE SYS INC
$158.2M
METAFACEBOOK INC
$114.0M
LULULULULEMON ATHLETICA INC
$108.5M
JDJD COM INC
$98.5M
GPNGLOBAL PMTS INC
$95.6M
CYBRCYBERARK SOFTWARE LTD
$94.3M
NOWSERVICENOW INC
$92.7M
PBRPETROLEO BRASILEIRO SA PETRO
$84.9M
BIDUNBAIDU INC
$71.8M
PGPROCTER & GAMBLE CO
$69.7M
ELLAUDER ESTEE COS INC
$68.0M
ITUBITAU UNIBANCO HLDG SA
$64.1M
AAPLAPPLE INC
$62.9M
SPGIS&P GLOBAL INC
$62.0M
NTESNETEASE INC
$54.4M
AZNASTRAZENECA PLC
$54.2M
HDBHDFC BANK LTD
$52.4M
NSYNICE SYS LTD
$52.0M
MUMICRON TECHNOLOGY INC
$51.3M
LYVLIVE NATION ENTERTAINMENT IN
$51.0M
RNGRINGCENTRAL INC
$50.1M
PYPLPAYPAL HLDGS INC
$49.5M
ZTSZOETIS INC
$44.1M
TALTAL ED GROUP
$41.5M
HONHONEYWELL INTL INC
$41.0M
IQVIQVIA HLDGS INC
$41.0M
TRVCCITIGROUP INC
$40.9M
QSRRESTAURANT BRANDS INTL INC
$38.5M
KEYSKEYSIGHT TECHNOLOGIES INC
$37.7M
IBNICICI BK LTD
$36.4M
CPRTCOPART INC
$36.4M
GRFSGRIFOLS S A
$35.6M
BAPCREDICORP LTD
$35.5M
ATVIEURACTIVISION BLIZZARD INC
$33.2M
CPACOPA HOLDINGS SA
$31.7M
BFAMBRIGHT HORIZONS FAM SOL IN D
$31.7M
PLDPROLOGIS INC
$30.8M
NBISYANDEX N V
$28.3M
RTN1USDRAYTHEON CO
$28.2M
GLOBGLOBANT S A
$26.6M
IDXXIDEXX LABS INC
$26.0M
RACEFERRARI N V
$25.9M
YUMCYUM CHINA HLDGS INC
$25.8M
FMXFOMENTO ECONOMICO MEXICANO S
$22.4M
WNSNWNS HOLDINGS LTD
$15.1M
ILMNILLUMINA INC
$13.4M
EHTHEHEALTH INC
$13.0M
IXUSISHARES TR
$10.2M
INTERXION HOLDING N.V
$8.8M
INDAISHARES TR
$8.0M
GNRCGENERAC HLDGS INC
$7.9M
IEMGISHARES INC
$7.6M
TREXTREX CO INC
$6.9M
EXPOEXPONENT INC
$6.8M
SLABSILICON LABORATORIES INC
$6.5M
3M4MASIMO CORP
$6.4M
REXRREXFORD INDL RLTY INC
$6.3M
MTCHEURMATCH GROUP INC
$6.2M
VIAVVIAVI SOLUTIONS INC
$6.2M
UCBUNITED CMNTY BKS BLAIRSVLE G
$6.2M
MAMASTERCARD INCORPORATED
$6.2M
MRCYMERCURY SYS INC
$5.8M
MSAMSA SAFETY INC
$5.5M
PLMRPALOMAR HLDGS INC
$5.4M
FFINFIRST FINL BANKSHARES
$5.4M
HAEHAEMONETICS CORP
$5.3M
MPWRMONOLITHIC PWR SYS INC
$5.2M
TDOCTELADOC INC
$5.0M
TSAACI WORLDWIDE INC
$5.0M
PODDINSULET CORP
$4.9M
SMINISHARES TR
$4.9M
FRPTFRESHPET INC
$4.9M
KNSLKINSALE CAP GROUP INC
$4.8M
PRAHPRA HEALTH SCIENCES INC
$4.7M
EEFTEURONET WORLDWIDE INC
$4.7M
LPSNUSDLIVEPERSON INC
$4.7M
BLDTOPBUILD CORP
$4.6M
ATSG*AIR TRANSPORT SERVICES GRP I
$4.5M
SMPLSIMPLY GOOD FOODS CO
$4.4M
FSSFEDERAL SIGNAL CORP
$4.4M
HLNEHAMILTON LANE INC
$4.1M
RGENREPLIGEN CORP
$3.6M
ENSGENSIGN GROUP INC
$3.5M
RBCRBC BEARINGS INC
$3.3M
TYLTYLER TECHNOLOGIES INC
$3.1M
HQYHEALTHEQUITY INC
$2.9M
SFSTIFEL FINL CORP
$2.9M
AVLRUSDAVALARA INC
$2.8M
BBDBANCO BRADESCO S A
$2.8M
RPDRAPID7 INC
$2.8M
NKENIKE INC
$2.7M
COLDAMERICOLD RLTY TR
$2.5M
NVMINOVA MEASURING INSTRUMENTS L
$2.5M
ADUSADDUS HOMECARE CORP
$2.3M
EYENATIONAL VISION HLDGS INC
$2.1M
EVBGEUREVERBRIDGE INC
$2.0M
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