AXIOM INVESTORS LLC /DE Q4 2021 Filing

Filed February 11, 2022

Portfolio Value

$5.4B

Holdings

117

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (117 positions)

StockValue
TSMTAIWAN SEMICONDUCTOR MFG LTD
$445.9M
MSFTMICROSOFT CORP
$355.9M
NOWSERVICENOW INC
$244.5M
INFYINFOSYS LTD
$234.0M
GOOGLALPHABET INC
$229.3M
GLOBGLOBANT S A
$201.5M
ADBEADOBE SYSTEMS INCORPORATED
$196.9M
TSLATESLA INC
$183.7M
DHRDANAHER CORPORATION
$179.9M
AMZNAMAZON COM INC
$140.3M
ELLAUDER ESTEE COS INC
$137.4M
TELTE CONNECTIVITY LTD
$130.9M
CPRTCOPART INC
$123.1M
AMDADVANCED MICRO DEVICES INC
$113.9M
SIVBEURSVB FINANCIAL GROUP
$104.2M
IDXXIDEXX LABS INC
$103.6M
ITGARTNER INC
$102.1M
AAPLAPPLE INC
$100.4M
NVDANVIDIA CORPORATION
$93.4M
METAFACEBOOK INC
$89.6M
LYVLIVE NATION ENTERTAINMENT IN
$89.5M
DAVAENDAVA PLC
$86.3M
MLB1MERCADOLIBRE INC
$86.1M
GNRCGENERAC HLDGS INC
$84.6M
ZTSZOETIS INC
$75.8M
SESEA LTD
$73.5M
CALYCALLAWAY GOLF CO
$64.6M
VVISA INC
$62.4M
XYZBLOCK INC
$59.7M
BXBLACKSTONE INC
$58.1M
AFWALIGN TECHNOLOGY INC
$57.2M
IQVIQVIA HLDGS INC
$53.0M
INDAISHARES TR
$46.7M
AEOAMERICAN EAGLE OUTFITTERS IN
$46.2M
HDHOME DEPOT INC
$45.5M
CPACOPA HOLDINGS SA
$44.4M
DEDEERE & CO
$40.7M
STMSTMICROELECTRONICS N V
$40.0M
TREXTREX CO INC
$37.1M
UBERUBER TECHNOLOGIES INC
$37.0M
TEAMATLASSIAN CORP PLC
$34.6M
NBISYANDEX N V
$34.3M
ICLRICON PLC
$30.9M
NSYNICE LTD
$29.1M
RNGRINGCENTRAL INC
$28.7M
ALCALCON AG
$27.8M
BIDUNBAIDU INC
$27.7M
SHOPSHOPIFY INC
$26.9M
IXUSISHARES TR
$25.1M
RGENREPLIGEN CORP
$24.8M
MRNAMODERNA INC
$21.6M
TTMCHFTATA MTRS LTD
$19.5M
SMINISHARES TR
$16.4M
IEMGISHARES INC
$15.0M
COSTCOSTCO WHSL CORP NEW
$14.0M
WHWYNDHAM HOTELS & RESORTS INC
$13.6M
HDBHDFC BANK LTD
$13.6M
DLODLOCAL LTD
$13.2M
MSCIMSCI INC
$11.3M
WSCWILLSCOT MOBIL MINI HLDNG CO
$11.0M
NVMINOVA MEASURING INSTRUMENTS L
$11.0M
EXPOEXPONENT INC
$10.9M
OMCLOMNICELL COM
$10.8M
EPAMEPAM SYS INC
$10.3M
HLIOHELIOS TECHNOLOGIES INC
$9.8M
HCQAMN HEALTHCARE SVCS INC
$9.5M
UCBUNITED CMNTY BKS BLAIRSVLE G
$9.4M
1GSNNOVANTA INC
$9.4M
IBNICICI BANK LIMITED
$8.8M
BOOTBOOT BARN HLDGS INC
$8.7M
SPSCSPS COMM INC
$8.5M
LFUSLITTELFUSE INC
$8.3M
WINGWINGSTOP INC
$8.3M
AZTAAZENTA INC
$8.3M
FFINFIRST FINL BANKSHARES
$8.3M
GDYNGRID DYNAMICS HLDGS INC
$8.3M
KSAISHARES TR
$8.0M
HLNEHAMILTON LANE INC
$7.6M
SFSTIFEL FINL CORP
$7.3M
HRIHERC HLDGS INC
$7.2M
MAMASTERCARD INCORPORATED
$7.1M
PGNYPROGYNY INC
$6.2M
7SUSUMMIT MATLS INC
$6.1M
PACKRANPAK HOLDINGS CORP
$6.1M
VIAVVIAVI SOLUTIONS INC
$5.8M
HHR1USDHEADHUNTER GROUP PLC
$5.4M
SKINTHE BEAUTY HEALTH COMPANY
$4.7M
JBTJOHN BEAN TECHNOLOGIES CORP
$4.4M
VRNSVARONIS SYS INC
$4.3M
NVEEUSDNV5 GLOBAL INC
$4.3M
VCRAUSDVOCERA COMMUNICATIONS INC
$4.1M
ENSGENSIGN GROUP INC
$3.7M
SICPQSILVERGATE CAP CORP
$3.6M
UTHUNITED THERAPEUTICS CORP DEL
$3.6M
IVVISHARES TR
$3.5M
TASKTASKUS INC
$3.4M
BLDTOPBUILD CORP
$3.4M
HALOHALOZYME THERAPEUTICS INC
$3.3M
CYRXCRYOPORT INC
$3.3M
ACHCACADIA HEALTHCARE COMPANY IN
$3.2M
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