AXIOM INVESTORS LLC /DE Q4 2023 Filing

Filed February 12, 2024

Portfolio Value

$10.2B

Holdings

134

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (134 positions)

StockValue
NVDANVIDIA CORPORATION
$875.0M
MSFTMICROSOFT CORP
$801.0M
AMZNAMAZON COM INC
$604.0M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$446.0M
METAMETA PLATFORMS INC
$344.0M
ITGARTNER INC
$311.0M
PANWPALO ALTO NETWORKS INC
$282.0M
CPRTCOPART INC
$246.0M
CDNSCADENCE DESIGN SYSTEM INC
$244.0M
GOOGLALPHABET INC
$221.0M
BXBLACKSTONE INC
$217.0M
VVISA INC
$193.0M
AAPLAPPLE INC
$155.0M
MDBMONGODB INC
$153.0M
BAHBOOZ ALLEN HAMILTON HLDG COR
$151.0M
UBERUBER TECHNOLOGIES INC
$146.0M
AJGGALLAGHER ARTHUR J & CO
$138.0M
TELTE CONNECTIVITY LTD
$126.0M
ICEINTERCONTINENTAL EXCHANGE IN
$125.0M
DHRDANAHER CORPORATION
$117.0M
ZTSZOETIS INC
$117.0M
NUNU HLDGS LTD
$104.0M
A4SAMERIPRISE FINL INC
$91.0M
FMXFOMENTO ECONOMICO MEXICANO S
$89.0M
BLDTOPBUILD CORP
$87.0M
CLVTRIP COM GROUP LTD
$86.0M
ELFE L F BEAUTY INC
$74.0M
PLDPROLOGIS INC.
$74.0M
ELVELEVANCE HEALTH INC
$72.0M
LINLINDE PLC
$70.0M
FCNFTI CONSULTING INC
$65.0M
TSLATESLA INC
$55.0M
CXCEMEX SAB DE CV
$51.0M
INDAISHARES TR
$49.0M
BEKEKE HLDGS INC
$46.0M
PDDPDD HOLDINGS INC
$45.0M
ICLRICON PLC
$42.0M
SHOPSHOPIFY INC
$41.0M
SBUXSTARBUCKS CORP
$39.0M
MNSOMINISO GROUP HLDG LTD
$33.0M
IEMGISHARES INC
$27.0M
LYVLIVE NATION ENTERTAINMENT IN
$26.0M
N1UANEW ORIENTAL ED & TECHNOLOGY
$26.0M
SPSCSPS COMM INC
$25.0M
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$22.0M
ENSGENSIGN GROUP INC
$21.0M
SSDSIMPSON MFG INC
$21.0M
AQLTISHARES TR
$21.0M
ALCALCON AG
$21.0M
FSSFEDERAL SIGNAL CORP
$18.0M
IBPINSTALLED BLDG PRODS INC
$18.0M
NVMINOVA MEASURING INSTRUMENTS L
$18.0M
RMBS*RAMBUS INC DEL
$17.0M
CRCRANE COMPANY
$17.0M
FTAIFTAI AVIATION LTD
$17.0M
CASYCASEYS GEN STORES INC
$16.0M
MODMODINE MFG CO
$16.0M
XPXP INC
$15.0M
HLNEHAMILTON LANE INC
$15.0M
MMYTMAKEMYTRIP LIMITED MAURITIUS
$15.0M
ONCBEIGENE LTD
$15.0M
SMCIUSDSUPER MICRO COMPUTER INC
$15.0M
KNSLKINSALE CAP GROUP INC
$14.0M
ARCOARCOS DORADOS HOLDINGS INC
$14.0M
PROPROS HOLDINGS INC
$14.0M
OPCHOPTION CARE HEALTH INC
$13.0M
JPXAEROVIRONMENT INC
$12.0M
CXTCRANE NXT CO
$12.0M
IWOISHARES TR
$12.0M
RBCRBC BEARINGS INC
$12.0M
ALTREURALTAIR ENGR INC
$12.0M
WINGWINGSTOP INC
$11.0M
1GSNNOVANTA INC
$11.0M
CWANCLEARWATER ANALYTICS HLDGS I
$10.0M
DUOLDUOLINGO INC
$10.0M
PSNPARSONS CORP DEL
$10.0M
EXPOEXPONENT INC
$10.0M
VRNSVARONIS SYS INC
$9.0M
NSYNICE LTD
$9.0M
RELYREMITLY GLOBAL INC
$9.0M
MTDRMATADOR RES CO
$9.0M
VERXVERTEX INC
$9.0M
RACEFERRARI N V
$9.0M
KSAISHARES TR
$8.0M
FCFSFIRSTCASH HOLDINGS INC
$8.0M
WHWYNDHAM HOTELS & RESORTS INC
$8.0M
TXRHTEXAS ROADHOUSE INC
$8.0M
MMSIMERIT MED SYS INC
$7.0M
SFSTIFEL FINL CORP
$7.0M
MYRGMYR GROUP INC DEL
$6.0M
DFHDREAM FINDERS HOMES INC
$6.0M
WSCWILLSCOT MOBIL MINI HLDNG CO
$6.0M
CAMTCAMTEK LTD
$6.0M
IBNICICI BANK LIMITED
$6.0M
TMDXTRANSMEDICS GROUP INC
$6.0M
INSPINSPIRE MED SYS INC
$5.0M
QLYSQUALYS INC
$5.0M
ACVAACV AUCTIONS INC
$5.0M
WHDCACTUS INC
$5.0M
ACHCACADIA HEALTHCARE COMPANY IN
$5.0M
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