AXIOM INVESTORS LLC /DE Q4 2022 Filing
Filed February 9, 2023
Portfolio Value
$5.1B
Holdings
121
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (121 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 1,802,149 | $432.2B | 8508.06% | |
| 2 | BIDUNBAIDU INC | 2,468,502 | $282.3B | 5558.25% | |
| 3 | ITGARTNER INC | 728,088 | $244.7B | 4817.90% | |
| 4 | LLYLILLY ELI & CO | 601,050 | $219.9B | 4328.69% | |
| 5 | HSYHERSHEY CO | 833,368 | $193.0B | 3799.04% | |
| 6 | AZNASTRAZENECA PLC | 2,708,410 | $183.6B | 3614.92% | |
| 7 | DHRDANAHER CORPORATION | 650,800 | $172.7B | 3400.44% | |
| 8 | UNHUNITEDHEALTH GROUP INC | 295,642 | $156.7B | 3085.62% | |
| 9 | CLVTRIP COM GROUP LTD | 4,421,370 | $152.1B | 2994.12% | |
| 10 | COSTCOSTCO WHSL CORP NEW | 317,666 | $145.0B | 2854.73% | |
| 11 | ELLAUDER ESTEE COS INC | 574,760 | $142.6B | 2807.27% | |
| 12 | MLB1MERCADOLIBRE INC | 155,481 | $131.6B | 2590.15% | |
| 13 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,657,050 | $123.4B | 2429.89% | |
| 14 | AJGGALLAGHER ARTHUR J & CO | 616,600 | $116.3B | 2288.54% | |
| 15 | MSCIMSCI INC | 247,240 | $115.0B | 2264.03% | |
| 16 | CPRTCOPART INC | 1,809,649 | $110.2B | 2169.17% | |
| 17 | VVISA INC | 520,339 | $108.1B | 2128.14% | |
| 18 | NOWSERVICENOW INC | 277,458 | $107.7B | 2120.72% | |
| 19 | GOOGLALPHABET INC | 1,114,493 | $98.3B | 1935.73% | |
| 20 | LNGCHENIERE ENERGY INC | 576,630 | $86.5B | 1702.26% | |
| 21 | TELTE CONNECTIVITY LTD | 668,557 | $76.8B | 1510.89% | |
| 22 | AAPLAPPLE INC | 586,530 | $76.2B | 1500.20% | |
| 23 | ICEINTERCONTINENTAL EXCHANGE IN | 701,508 | $72.0B | 1416.73% | |
| 24 | IDXXIDEXX LABS INC | 167,806 | $68.5B | 1347.66% | |
| 25 | BXBLACKSTONE INC | 908,385 | $67.4B | 1326.69% | |
| 26 | ADBEADOBE SYSTEMS INCORPORATED | 175,772 | $59.2B | 1164.46% | |
| 27 | AMZNAMAZON COM INC | 694,386 | $58.3B | 1148.24% | |
| 28 | ELVELEVANCE HEALTH INC | 113,434 | $58.2B | 1145.48% | |
| 29 | A4SAMERIPRISE FINL INC | 177,898 | $55.4B | 1090.44% | |
| 30 | CALYTOPGOLF CALLAWAY BRANDS CORP | 2,781,109 | $54.9B | 1081.27% | |
| 31 | ZTSZOETIS INC | 366,682 | $53.7B | 1057.86% | |
| 32 | NVDANVIDIA CORPORATION | 344,493 | $50.3B | 991.07% | |
| 33 | FCNFTI CONSULTING INC | 281,237 | $44.7B | 879.17% | |
| 34 | BAHBOOZ ALLEN HAMILTON HLDG COR | 426,040 | $44.5B | 876.59% | |
| 35 | INFYINFOSYS LTD | 2,036,959 | $36.7B | 722.18% | |
| 36 | TSLATESLA INC | 293,670 | $36.2B | 712.12% | |
| 37 | IQVIQVIA HLDGS INC | 168,861 | $34.6B | 681.07% | |
| 38 | CHKPCHECK POINT SOFTWARE TECH LT | 269,090 | $33.9B | 668.30% | |
| 39 | UBERUBER TECHNOLOGIES INC | 1,351,814 | $33.4B | 658.10% | |
| 40 | ALBALBEMARLE CORP | 149,857 | $32.5B | 639.73% | |
| 41 | ALCALCON AG | 457,005 | $31.3B | 616.70% | |
| 42 | DEDEERE & CO | 72,924 | $31.3B | 615.50% | |
| 43 | PLDPROLOGIS INC. | 275,756 | $31.1B | 611.94% | |
| 44 | PDDPINDUODUO INC | 360,830 | $29.4B | 579.26% | |
| 45 | TTELUS CORPORATION | 1,502,560 | $29.0B | 571.17% | |
| 46 | IEMGISHARES INC | 547,820 | $25.6B | 503.62% | |
| 47 | CPNGCOUPANG INC | 1,671,157 | $24.6B | 483.92% | |
| 48 | LYVLIVE NATION ENTERTAINMENT IN | 341,207 | $23.8B | 468.43% | |
| 49 | GLOBGLOBANT S A | 133,013 | $22.4B | 440.31% | |
| 50 | XPXP INC | 1,327,650 | $20.4B | 400.92% | |
| 51 | INDAISHARES TR | 474,900 | $19.8B | 390.21% | |
| 52 | ICLRICON PLC | 100,573 | $19.5B | 384.58% | |
| 53 | YUMCYUM CHINA HLDGS INC | 338,790 | $18.5B | 364.46% | |
| 54 | PAGSPAGSEGURO DIGITAL LTD | 1,936,473 | $16.9B | 333.16% | |
| 55 | RGENREPLIGEN CORP | 97,036 | $16.4B | 323.42% | |
| 56 | IXUSISHARES TR | 275,400 | $15.9B | 313.79% | |
| 57 | NSYNICE LTD | 80,136 | $15.4B | 303.36% | |
| 58 | BABAALIBABA GROUP HLDG LTD | 151,106 | $13.3B | 262.02% | |
| 59 | ACHCACADIA HEALTHCARE COMPANY IN | 159,025 | $13.1B | 257.69% | |
| 60 | THSTREEHOUSE FOODS INC | 255,625 | $12.6B | 248.48% | |
| 61 | ENSGENSIGN GROUP INC | 129,022 | $12.2B | 240.29% | |
| 62 | AMDADVANCED MICRO DEVICES INC | 185,606 | $12.0B | 236.64% | |
| 63 | WSCWILLSCOT MOBIL MINI HLDNG CO | 261,700 | $11.8B | 232.69% | |
| 64 | EXPOEXPONENT INC | 118,260 | $11.7B | 230.68% | |
| 65 | KNSLKINSALE CAP GROUP INC | 41,770 | $10.9B | 215.03% | |
| 66 | KSAISHARES TR | 289,003 | $10.9B | 214.60% | |
| 67 | SPSCSPS COMM INC | 79,401 | $10.2B | 200.74% | |
| 68 | DAVAENDAVA PLC | 129,595 | $9.9B | 195.17% | |
| 69 | INSPINSPIRE MED SYS INC | 38,692 | $9.7B | 191.84% | |
| 70 | BJBJS WHSL CLUB HLDGS INC | 144,320 | $9.5B | 187.96% | |
| 71 | OPCHOPTION CARE HEALTH INC | 284,990 | $8.6B | 168.81% | |
| 72 | UCBUNITED CMNTY BKS BLAIRSVLE G | 250,135 | $8.5B | 166.42% | |
| 73 | HDBHDFC BANK LTD | 117,370 | $8.0B | 158.06% | |
| 74 | MTDRMATADOR RES CO | 140,045 | $8.0B | 157.80% | |
| 75 | GNRCGENERAC HLDGS INC | 68,870 | $6.9B | 136.46% | |
| 76 | ACDCPROFRAC HLDG CORP | 253,855 | $6.4B | 125.93% | |
| 77 | HALOHALOZYME THERAPEUTICS INC | 112,365 | $6.4B | 125.85% | |
| 78 | SMINISHARES TR | 118,300 | $6.1B | 120.54% | |
| 79 | SPTSPROUT SOCIAL INC | 99,540 | $5.6B | 110.63% | |
| 80 | EVHEVOLENT HEALTH INC | 190,330 | $5.3B | 105.20% | |
| 81 | NVEEUSDNV5 GLOBAL INC | 38,872 | $5.1B | 101.24% | |
| 82 | CLFDCLEARFIELD INC | 47,977 | $4.5B | 88.90% | |
| 83 | WHDCACTUS INC | 88,690 | $4.5B | 87.74% | |
| 84 | 1GSNNOVANTA INC | 32,430 | $4.4B | 86.74% | |
| 85 | WHWYNDHAM HOTELS & RESORTS INC | 61,465 | $4.4B | 86.28% | |
| 86 | HLNEHAMILTON LANE INC | 67,960 | $4.3B | 85.46% | |
| 87 | SWAVUSDSHOCKWAVE MED INC | 19,960 | $4.1B | 80.77% | |
| 88 | UNFIUNITED NAT FOODS INC | 102,925 | $4.0B | 78.43% | |
| 89 | APLEAPPLE HOSPITALITY REIT INC | 238,410 | $3.8B | 74.06% | |
| 90 | HCQAMN HEALTHCARE SVCS INC | 36,030 | $3.7B | 72.92% | |
| 91 | FOXFFOX FACTORY HLDG CORP | 39,465 | $3.6B | 70.87% | |
| 92 | NVMINOVA MEASURING INSTRUMENTS L | 43,860 | $3.6B | 70.51% | |
| 93 | FFINFIRST FINL BANKSHARES | 103,690 | $3.6B | 70.20% | |
| 94 | FSSFEDERAL SIGNAL CORP | 71,065 | $3.3B | 65.00% | |
| 95 | SFSTIFEL FINL CORP | 52,900 | $3.1B | 60.77% | |
| 96 | GTLSCHART INDS INC | 25,401 | $2.9B | 57.60% | |
| 97 | VIAVVIAVI SOLUTIONS INC | 250,325 | $2.6B | 51.77% | |
| 98 | MRCYMERCURY SYS INC | 58,435 | $2.6B | 51.46% | |
| 99 | LNTHLANTHEUS HLDGS INC | 50,905 | $2.6B | 51.07% | |
| 100 | AQLTISHARES TR | 40,500 | $2.5B | 49.14% |
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