Q3 2024 · 13F-HR
AXIOM INVESTORS LLC /DEholdings as filed
Filed 2024-11-12 · accession 0001109147-24-000007
$11.39B
Reported value
127
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA CORPORATION | $1.29B | 11.3% | 10,641,513 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $993.6M | 8.72% | 2,309,047 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $911.7M | 8.01% | 1,592,577 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $850.7M | 7.47% | 4,565,402 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC | $516.3M | 4.53% | 727,976 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $486.1M | 4.27% | 236,876 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $401.4M | 3.52% | 2,420,432 | Common | NONE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $366.0M | 3.21% | 2,107,390 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $363.3M | 3.19% | 409,793 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $359.1M | 3.15% | 1,541,168 | Common | NONE |
| 532457108 | LLY | LILLY ELI & CO | $286.5M | 2.52% | 323,386 | Common | NONE |
| 892672106 | TW | TRADEWEB MKTS INC | $252.5M | 2.22% | 2,041,962 | Common | SOLE |
| 099502106 | BAH | BOOZ ALLEN HAMILTON HLDG COR | $241.2M | 2.12% | 1,481,961 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $235.0M | 2.06% | 2,362,309 | Common | NONE |
| 81762P102 | NOW | SERVICENOW INC | $213.1M | 1.87% | 238,216 | Common | NONE |
| 92826C839 | V | VISA INC | $205.4M | 1.80% | 747,212 | Common | NONE |
| 09260D107 | BX | BLACKSTONE INC | $188.5M | 1.66% | 1,231,126 | Common | NONE |
| 172908105 | CTAS | CINTAS CORP | $164.5M | 1.44% | 799,220 | Common | NONE |
| 235851102 | DHR | DANAHER CORPORATION | $160.2M | 1.41% | 576,385 | Common | NONE |
| 45104G104 | IBN | ICICI BANK LIMITED | $156.8M | 1.38% | 5,251,786 | Common | SOLE |
| 366651107 | IT | GARTNER INC | $139.9M | 1.23% | 276,063 | Common | NONE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $133.2M | 1.17% | 491,410 | Common | NONE |
| 169656105 | CMG | CHIPOTLE MEXICAN GRILL INC | $127.5M | 1.12% | 2,213,215 | Common | NONE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $120.3M | 1.06% | 1,601,127 | Common | NONE |
| 03076C106 | AMP | AMERIPRISE FINL INC | $107.6M | 0.94% | 229,071 | Common | NONE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $102.0M | 0.90% | 1,217,423 | Common | NONE |
| 89055F103 | BLD | TOPBUILD CORP | $92.4M | 0.81% | 227,122 | Common | SOLE |
| 363576109 | AJG | GALLAGHER ARTHUR J & CO | $91.5M | 0.80% | 325,289 | Common | SOLE |
| 98978V103 | ZTS | ZOETIS INC | $85.7M | 0.75% | 438,582 | Common | NONE |
| 00724F101 | ADBE | ADOBE SYSTEMS INCORPORATED | $71.7M | 0.63% | 138,501 | Common | NONE |
| 74340W103 | PLD | PROLOGIS INC. | $67.1M | 0.59% | 531,715 | Common | NONE |
| G6683N103 | NU | NU HLDGS LTD | $63.2M | 0.56% | 4,630,485 | Common | SOLE |
| 46429B598 | INDA | ISHARES TR | $62.5M | 0.55% | 1,068,400 | Common | SOLE |
| 538034109 | LYV | LIVE NATION ENTERTAINMENT IN | $58.2M | 0.51% | 531,195 | Common | NONE |
| V5633W109 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | $57.9M | 0.51% | 622,741 | Common | SOLE |
| G4705A100 | ICLR | ICON PLC | $56.6M | 0.50% | 196,879 | Common | SOLE |
| 15101Q207 | CLS | CELESTICA INC | $51.2M | 0.45% | 1,000,855 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $44.8M | 0.39% | 559,490 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $41.1M | 0.36% | 86,097 | Common | SOLE |
| 29444U700 | EQIX | EQUINIX INC | $38.8M | 0.34% | 43,719 | Common | NONE |
| 89677Q107 | TCOM | TRIP COM GROUP LTD | $37.5M | 0.33% | 631,177 | Common | SOLE |
| G0896C103 | TBBB | BBB FOODS INC | $37.3M | 0.33% | 1,241,859 | Common | SOLE |
| 046353108 | AZNN | ASTRAZENECA PLC | $34.6M | 0.30% | 444,508 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $33.9M | 0.30% | 359,490 | Common | SOLE |
| H84989104 | TEL1USD | TE CONNECTIVITY LTD | $31.7M | 0.28% | 210,137 | Common | NONE |
| 344419106 | FMX | FOMENTO ECONOMICO MEXICANO S | $30.7M | 0.27% | 311,170 | Common | NONE |
| 46432F842 | IEFA | ISHARES TR | $28.1M | 0.25% | 360,400 | Common | SOLE |
| 92837L109 | VIST | VISTA ENERGY S.A.B. DE C.V. | $27.8M | 0.24% | 628,171 | Common | SOLE |
| 70202L102 | PSN | PARSONS CORP DEL | $26.4M | 0.23% | 254,747 | Common | SOLE |
| 407497106 | HLNE | HAMILTON LANE INC | $25.6M | 0.23% | 152,322 | Common | SOLE |
| 607828100 | MOD | MODINE MFG CO | $22.9M | 0.20% | 172,731 | Common | SOLE |
| 29082A107 | EMBJ | EMBRAER S.A. | $22.8M | 0.20% | 645,782 | Common | SOLE |
| 29358P101 | ENSG | ENSIGN GROUP INC | $22.2M | 0.19% | 154,194 | Common | SOLE |
| 147528103 | CASY | CASEYS GEN STORES INC | $21.8M | 0.19% | 58,059 | Common | SOLE |
| 74736L109 | QTWO | Q2 HLDGS INC | $21.2M | 0.19% | 265,590 | Common | SOLE |
| 589889104 | MMSI | MERIT MED SYS INC | $21.1M | 0.19% | 213,617 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $20.8M | 0.18% | 200,832 | Common | NONE |
| 224408104 | CR | CRANE COMPANY | $20.5M | 0.18% | 129,433 | Common | SOLE |
| 85208M102 | SFM | SPROUTS FMRS MKT INC | $20.3M | 0.18% | 184,291 | Common | SOLE |
| 860630102 | SF | STIFEL FINL CORP | $19.5M | 0.17% | 207,528 | Common | SOLE |
| 92538J106 | VERX | VERTEX INC | $18.3M | 0.16% | 475,010 | Common | SOLE |
| 78473E103 | SPXC | SPX TECHNOLOGIES INC | $17.8M | 0.16% | 111,900 | Common | SOLE |
| 313855108 | FSS | FEDERAL SIGNAL CORP | $17.6M | 0.15% | 188,675 | Common | SOLE |
| 185123106 | CWAN | CLEARWATER ANALYTICS HLDGS I | $17.2M | 0.15% | 682,460 | Common | SOLE |
| L44385109 | GLOB | GLOBANT S A | $17.1M | 0.15% | 86,527 | Common | SOLE |
| 78463M107 | SPSC | SPS COMM INC | $16.9M | 0.15% | 87,203 | Common | SOLE |
| 922280102 | VRNS | VARONIS SYS INC | $16.8M | 0.15% | 296,990 | Common | SOLE |
| M20791105 | CAMT | CAMTEK LTD | $16.7M | 0.15% | 209,117 | Common | SOLE |
| 056525108 | BMI | BADGER METER INC | $16.7M | 0.15% | 76,307 | Common | SOLE |
| 008073108 | AVAV | AEROVIRONMENT INC | $16.4M | 0.14% | 81,884 | Common | SOLE |
| G3730V105 | FTAI | FTAI AVIATION LTD | $16.2M | 0.14% | 122,000 | Common | SOLE |
| 974155103 | WING | WINGSTOP INC | $16.2M | 0.14% | 38,918 | Common | SOLE |
| 89377M109 | TMDX | TRANSMEDICS GROUP INC | $15.6M | 0.14% | 99,478 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $14.9M | 0.13% | 56,998 | Common | NONE |
| 302941109 | FCN | FTI CONSULTING INC | $14.7M | 0.13% | 64,793 | Common | SOLE |
| 67000B104 | NOVT | NOVANTA INC | $14.4M | 0.13% | 80,513 | Common | SOLE |
| 464287648 | IWO | ISHARES TR | $14.2M | 0.12% | 50,000 | Common | SOLE |
| 98956A105 | ZETA | ZETA GLOBAL HOLDINGS CORP | $14.1M | 0.12% | 473,545 | Common | SOLE |
| 147448104 | CWST | CASELLA WASTE SYS INC | $13.8M | 0.12% | 138,508 | Common | SOLE |
| M7516K103 | NVMI | NOVA MEASURING INSTRUMENTS L | $13.6M | 0.12% | 65,153 | Common | SOLE |
| 30214U102 | EXPO | EXPONENT INC | $13.5M | 0.12% | 116,757 | Common | SOLE |
| 750491102 | RDNT | RADNET INC | $13.3M | 0.12% | 191,095 | Common | SOLE |
| 60786M105 | MC | MOELIS & CO | $12.7M | 0.11% | 185,952 | Common | SOLE |
| 45780R101 | IBP | INSTALLED BLDG PRODS INC | $12.6M | 0.11% | 51,200 | Common | SOLE |
| 882681109 | TXRH | TEXAS ROADHOUSE INC | $11.5M | 0.10% | 64,885 | Common | SOLE |
| 516544103 | LNTH | LANTHEUS HLDGS INC | $11.2M | 0.10% | 101,772 | Common | SOLE |
| 05961W105 | BMA | BANCO MACRO SA | $11.1M | 0.10% | 175,305 | Common | SOLE |
| 724078100 | 62C | PIPER SANDLER COMPANIES | $10.9M | 0.10% | 38,509 | Common | SOLE |
| 497266106 | KEX | KIRBY CORP | $10.9M | 0.10% | 89,032 | Common | SOLE |
| G2519Y108 | BAP | CREDICORP LTD | $10.6M | 0.09% | 58,711 | Common | SOLE |
| 00847J105 | AGYS | AGILYSYS INC | $10.2M | 0.09% | 93,739 | Common | SOLE |
| N3167Y103 | RACE | FERRARI N V | $9.5M | 0.08% | 20,187 | Common | SOLE |
| 49714P108 | KNSL | KINSALE CAP GROUP INC | $9.3M | 0.08% | 20,030 | Common | SOLE |
| 46434G103 | IEMG | ISHARES INC | $9.2M | 0.08% | 159,500 | Common | NONE |
| 05478C105 | AZEK | AZEK CO INC | $8.9M | 0.08% | 189,405 | Common | SOLE |
| 35473P769 | FLIN | FRANKLIN TEMPLETON ETF TR | $8.7M | 0.08% | 208,500 | Common | SOLE |
| 75524B104 | RBC | RBC BEARINGS INC | $8.1M | 0.07% | 27,124 | Common | SOLE |
| 576485205 | MTDR | MATADOR RES CO | $8.1M | 0.07% | 164,055 | Common | SOLE |
| 127203107 | WHD | CACTUS INC | $7.1M | 0.06% | 118,466 | Common | SOLE |
| 26154D100 | DFH | DREAM FINDERS HOMES INC | $6.7M | 0.06% | 185,695 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $6.4M | 0.06% | 87,214 | Common | SOLE |
| 921909768 | VXUS | VANGUARD STAR FDS | $6.0M | 0.05% | 92,600 | Common | SOLE |
| G25839104 | CCEP | COCA-COLA EUROPACIFIC PARTNE | $5.8M | 0.05% | 73,584 | Common | SOLE |
| 00091G104 | ACVA | ACV AUCTIONS INC | $5.6M | 0.05% | 273,970 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $5.1M | 0.04% | 13,748 | Common | SOLE |
| 872540109 | TJX | TJX COS INC NEW | $4.9M | 0.04% | 41,445 | Common | SOLE |
| 46116X101 | ITCIEUR | INTRA-CELLULAR THERAPIES INC | $4.6M | 0.04% | 62,700 | Common | SOLE |
| 12763L105 | CDRE | CADRE HLDGS INC | $4.6M | 0.04% | 120,183 | Common | SOLE |
| 68404L201 | OPCH | OPTION CARE HEALTH INC | $4.5M | 0.04% | 144,295 | Common | SOLE |
| 09627Y109 | 2655787D | BLUEPRINT MEDICINES CORP | $4.2M | 0.04% | 45,824 | Common | SOLE |
| 653656108 | NICE | NICE LTD | $4.0M | 0.04% | 23,254 | Common | SOLE |
| 759916109 | RGEN | REPLIGEN CORP | $3.6M | 0.03% | 24,215 | Common | SOLE |
| 399909100 | GGAL | GRUPO FINANCIERO GALICIA S.A | $3.5M | 0.03% | 83,390 | Common | SOLE |
| 91307C102 | UTHR | UNITED THERAPEUTICS CORP DEL | $3.3M | 0.03% | 9,187 | Common | SOLE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTICALS INC | $2.2M | 0.02% | 115,642 | Common | SOLE |
| 256135203 | RDY | DR REDDYS LABS LTD | $1.8M | 0.02% | 23,120 | Common | SOLE |
| 92189F817 | VNM | VANECK ETF TRUST | $1.7M | 0.01% | 130,700 | Common | NONE |
| 456788108 | INFY | INFOSYS LTD | $1.6M | 0.01% | 71,800 | Common | SOLE |
| 868459108 | SUPN | SUPERNUS PHARMACEUTICALS INC | $1.6M | 0.01% | 50,335 | Common | SOLE |
| 374163103 | GERN | GERON CORP | $1.5M | 0.01% | 322,745 | Common | SOLE |
| 46434V423 | KSA | ISHARES TR | $1.3M | 0.01% | 30,800 | Common | SOLE |
| 464287200 | IVV | ISHARES TR | $1.2M | 0.01% | 2,147 | Common | NONE |
| 07831C103 | BRBR | BELLRING BRANDS INC | $552,552 | 0.00% | 9,100 | Common | SOLE |
| 133131102 | CPT | CAMDEN PPTY TR | $448,414 | 0.00% | 3,630 | Common | SOLE |
| 775711104 | ROL | ROLLINS INC | $309,550 | 0.00% | 6,120 | Common | SOLE |
| 902252105 | TYL | TYLER TECHNOLOGIES INC | $224,732 | 0.00% | 385 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $59,069 | 0.00% | 360 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.