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)

StockValue
MSFTMICROSOFT CORP
$432.2M
BIDUNBAIDU INC
$282.3M
ITGARTNER INC
$244.7M
LLYLILLY ELI & CO
$219.9M
HSYHERSHEY CO
$193.0M
AZNASTRAZENECA PLC
$183.6M
DHRDANAHER CORPORATION
$172.7M
UNHUNITEDHEALTH GROUP INC
$156.7M
CLVTRIP COM GROUP LTD
$152.1M
COSTCOSTCO WHSL CORP NEW
$145.0M
ELLAUDER ESTEE COS INC
$142.6M
MLB1MERCADOLIBRE INC
$131.6M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$123.4M
AJGGALLAGHER ARTHUR J & CO
$116.3M
MSCIMSCI INC
$115.0M
CPRTCOPART INC
$110.2M
VVISA INC
$108.1M
NOWSERVICENOW INC
$107.7M
GOOGLALPHABET INC
$98.3M
LNGCHENIERE ENERGY INC
$86.5M
TELTE CONNECTIVITY LTD
$76.8M
AAPLAPPLE INC
$76.2M
ICEINTERCONTINENTAL EXCHANGE IN
$72.0M
IDXXIDEXX LABS INC
$68.5M
BXBLACKSTONE INC
$67.4M
ADBEADOBE SYSTEMS INCORPORATED
$59.2M
AMZNAMAZON COM INC
$58.3M
ELVELEVANCE HEALTH INC
$58.2M
A4SAMERIPRISE FINL INC
$55.4M
CALYTOPGOLF CALLAWAY BRANDS CORP
$54.9M
ZTSZOETIS INC
$53.7M
NVDANVIDIA CORPORATION
$50.3M
FCNFTI CONSULTING INC
$44.7M
BAHBOOZ ALLEN HAMILTON HLDG COR
$44.5M
INFYINFOSYS LTD
$36.7M
TSLATESLA INC
$36.2M
IQVIQVIA HLDGS INC
$34.6M
CHKPCHECK POINT SOFTWARE TECH LT
$33.9M
UBERUBER TECHNOLOGIES INC
$33.4M
ALBALBEMARLE CORP
$32.5M
ALCALCON AG
$31.3M
DEDEERE & CO
$31.3M
PLDPROLOGIS INC.
$31.1M
PDDPINDUODUO INC
$29.4M
TTELUS CORPORATION
$29.0M
IEMGISHARES INC
$25.6M
CPNGCOUPANG INC
$24.6M
LYVLIVE NATION ENTERTAINMENT IN
$23.8M
GLOBGLOBANT S A
$22.4M
XPXP INC
$20.4M
INDAISHARES TR
$19.8M
ICLRICON PLC
$19.5M
YUMCYUM CHINA HLDGS INC
$18.5M
PAGSPAGSEGURO DIGITAL LTD
$16.9M
RGENREPLIGEN CORP
$16.4M
IXUSISHARES TR
$15.9M
NSYNICE LTD
$15.4M
BABAALIBABA GROUP HLDG LTD
$13.3M
ACHCACADIA HEALTHCARE COMPANY IN
$13.1M
THSTREEHOUSE FOODS INC
$12.6M
ENSGENSIGN GROUP INC
$12.2M
AMDADVANCED MICRO DEVICES INC
$12.0M
WSCWILLSCOT MOBIL MINI HLDNG CO
$11.8M
EXPOEXPONENT INC
$11.7M
KNSLKINSALE CAP GROUP INC
$10.9M
KSAISHARES TR
$10.9M
SPSCSPS COMM INC
$10.2M
DAVAENDAVA PLC
$9.9M
INSPINSPIRE MED SYS INC
$9.7M
BJBJS WHSL CLUB HLDGS INC
$9.5M
OPCHOPTION CARE HEALTH INC
$8.6M
UCBUNITED CMNTY BKS BLAIRSVLE G
$8.5M
HDBHDFC BANK LTD
$8.0M
MTDRMATADOR RES CO
$8.0M
GNRCGENERAC HLDGS INC
$6.9M
ACDCPROFRAC HLDG CORP
$6.4M
HALOHALOZYME THERAPEUTICS INC
$6.4M
SMINISHARES TR
$6.1M
SPTSPROUT SOCIAL INC
$5.6M
EVHEVOLENT HEALTH INC
$5.3M
NVEEUSDNV5 GLOBAL INC
$5.1M
CLFDCLEARFIELD INC
$4.5M
WHDCACTUS INC
$4.5M
1GSNNOVANTA INC
$4.4M
WHWYNDHAM HOTELS & RESORTS INC
$4.4M
HLNEHAMILTON LANE INC
$4.3M
SWAVUSDSHOCKWAVE MED INC
$4.1M
UNFIUNITED NAT FOODS INC
$4.0M
APLEAPPLE HOSPITALITY REIT INC
$3.8M
HCQAMN HEALTHCARE SVCS INC
$3.7M
FOXFFOX FACTORY HLDG CORP
$3.6M
NVMINOVA MEASURING INSTRUMENTS L
$3.6M
FFINFIRST FINL BANKSHARES
$3.6M
FSSFEDERAL SIGNAL CORP
$3.3M
SFSTIFEL FINL CORP
$3.1M
GTLSCHART INDS INC
$2.9M
VIAVVIAVI SOLUTIONS INC
$2.6M
MRCYMERCURY SYS INC
$2.6M
LNTHLANTHEUS HLDGS INC
$2.6M
AQLTISHARES TR
$2.5M
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