Q4 2024 · 13F-HR
AXIOM INVESTORS LLC /DEholdings as filed
Filed 2025-02-12 · accession 0001109147-25-000001
$13.57B
Reported value
134
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA CORPORATION | $1.43B | 10.6% | 10,672,077 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $1.12B | 8.24% | 1,908,954 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $1.10B | 8.09% | 5,006,220 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $1.05B | 7.71% | 2,481,329 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $797.7M | 5.88% | 894,909 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $645.4M | 4.76% | 3,409,569 | Common | NONE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $475.8M | 3.51% | 2,409,125 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $431.7M | 3.18% | 1,723,822 | Common | NONE |
| 81762P102 | NOW | SERVICENOW INC | $422.6M | 3.11% | 398,594 | Common | NONE |
| 09260D107 | BX | BLACKSTONE INC | $342.2M | 2.52% | 1,984,892 | Common | NONE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $335.2M | 2.47% | 3,752,430 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $316.9M | 2.33% | 345,816 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $265.3M | 1.95% | 2,335,196 | Common | NONE |
| 92826C839 | V | VISA INC | $264.3M | 1.95% | 836,418 | Common | NONE |
| 892672106 | TW | TRADEWEB MKTS INC | $258.1M | 1.90% | 1,971,550 | Common | SOLE |
| 45104G104 | IBN | ICICI BANK LIMITED | $223.8M | 1.65% | 7,494,180 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $223.0M | 1.64% | 930,284 | Common | SOLE |
| 617446448 | MS | MORGAN STANLEY | $195.7M | 1.44% | 1,556,964 | Common | SOLE |
| 169656105 | CMG | CHIPOTLE MEXICAN GRILL INC | $185.8M | 1.37% | 3,081,455 | Common | NONE |
| 172908105 | CTAS | CINTAS CORP | $166.4M | 1.23% | 910,992 | Common | NONE |
| 235851102 | DHR | DANAHER CORPORATION | $164.5M | 1.21% | 716,576 | Common | NONE |
| 363576109 | AJG | GALLAGHER ARTHUR J & CO | $164.4M | 1.21% | 579,327 | Common | SOLE |
| 366651107 | IT | GARTNER INC | $147.9M | 1.09% | 305,335 | Common | NONE |
| 58733R102 | MELI | MERCADOLIBRE INC | $142.7M | 1.05% | 83,932 | Common | NONE |
| 03076C106 | AMP | AMERIPRISE FINL INC | $136.4M | 1.00% | 256,120 | Common | NONE |
| 36828A101 | GEV | GE VERNOVA INC | $123.2M | 0.91% | 374,417 | Common | SOLE |
| 29444U700 | EQIX | EQUINIX INC | $111.6M | 0.82% | 118,311 | Common | NONE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $108.0M | 0.80% | 1,791,010 | Common | NONE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $101.6M | 0.75% | 227,178 | Common | SOLE |
| 399909100 | GGAL | GRUPO FINANCIERO GALICIA S.A | $94.8M | 0.70% | 1,520,960 | Common | SOLE |
| 15101Q207 | CLS | CELESTICA INC | $92.2M | 0.68% | 998,422 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $88.5M | 0.65% | 832,525 | Common | SOLE |
| 98978V103 | ZTS | ZOETIS INC | $80.0M | 0.59% | 490,707 | Common | NONE |
| 89677Q107 | TCOM | TRIP COM GROUP LTD | $77.7M | 0.57% | 1,131,000 | Common | SOLE |
| 538034109 | LYV | LIVE NATION ENTERTAINMENT IN | $77.0M | 0.57% | 594,658 | Common | NONE |
| V5633W109 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | $72.0M | 0.53% | 641,230 | Common | SOLE |
| 74340W103 | PLD | PROLOGIS INC. | $68.5M | 0.50% | 647,801 | Common | NONE |
| 81141R100 | SE | SEA LTD | $66.8M | 0.49% | 629,174 | Common | SOLE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $57.1M | 0.42% | 190,089 | Common | NONE |
| 46429B598 | INDA | ISHARES TR | $51.2M | 0.38% | 973,100 | Common | SOLE |
| 243537107 | DECK | DECKERS OUTDOOR CORP | $46.3M | 0.34% | 228,177 | Common | NONE |
| 92837L109 | VIST | VISTA ENERGY S.A.B. DE C.V. | $43.4M | 0.32% | 802,397 | Common | SOLE |
| H5919C104 | ONON | ON HLDG AG | $39.3M | 0.29% | 717,910 | Common | SOLE |
| 00724F101 | ADBE | ADOBE SYSTEMS INCORPORATED | $37.7M | 0.28% | 84,813 | Common | NONE |
| 532457108 | LLY | LILLY ELI & CO | $36.2M | 0.27% | 46,846 | Common | NONE |
| G2519Y108 | BAP | CREDICORP LTD | $35.6M | 0.26% | 194,209 | Common | SOLE |
| H84989104 | TEL1USD | TE CONNECTIVITY LTD | $33.6M | 0.25% | 235,068 | Common | NONE |
| 07831C103 | BRBR | BELLRING BRANDS INC | $32.7M | 0.24% | 434,113 | Common | NONE |
| 05961W105 | BMA | BANCO MACRO SA | $29.3M | 0.22% | 302,983 | Common | SOLE |
| 46432F842 | IEFA | ISHARES TR | $29.1M | 0.21% | 413,500 | Common | SOLE |
| L44385109 | GLOB | GLOBANT S A | $28.6M | 0.21% | 133,176 | Common | SOLE |
| 29082A107 | EMBJ | EMBRAER S.A. | $28.3M | 0.21% | 772,282 | Common | SOLE |
| 92538J106 | VERX | VERTEX INC | $26.9M | 0.20% | 503,578 | Common | SOLE |
| G0896C103 | TBBB | BBB FOODS INC | $26.1M | 0.19% | 924,568 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $26.0M | 0.19% | 64,475 | Common | NONE |
| 74736L109 | QTWO | Q2 HLDGS INC | $23.7M | 0.17% | 235,450 | Common | SOLE |
| 860630102 | SF | STIFEL FINL CORP | $23.1M | 0.17% | 217,567 | Common | SOLE |
| 607828100 | MOD | MODINE MFG CO | $21.4M | 0.16% | 184,630 | Common | SOLE |
| G4124C109 | GRAB | GRAB HOLDINGS LIMITED | $21.0M | 0.15% | 4,449,700 | Common | SOLE |
| 60786M105 | MC | MOELIS & CO | $20.9M | 0.15% | 283,193 | Common | SOLE |
| 29358P101 | ENSG | ENSIGN GROUP INC | $20.8M | 0.15% | 156,844 | Common | SOLE |
| 185123106 | CWAN | CLEARWATER ANALYTICS HLDGS I | $20.5M | 0.15% | 745,800 | Common | SOLE |
| 302081104 | EXLS | EXLSERVICE HOLDINGS INC | $20.4M | 0.15% | 460,085 | Common | SOLE |
| 859241101 | STRL | STERLING INFRASTRUCTURE INC | $20.4M | 0.15% | 120,945 | Common | SOLE |
| 099502106 | BAH | BOOZ ALLEN HAMILTON HLDG COR | $20.3M | 0.15% | 157,440 | Common | NONE |
| 750491102 | RDNT | RADNET INC | $19.5M | 0.14% | 279,467 | Common | SOLE |
| 224408104 | CR | CRANE COMPANY | $18.8M | 0.14% | 123,764 | Common | SOLE |
| 147448104 | CWST | CASELLA WASTE SYS INC | $18.3M | 0.14% | 173,192 | Common | SOLE |
| 589889104 | MMSI | MERIT MED SYS INC | $18.0M | 0.13% | 186,018 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $17.7M | 0.13% | 1,706,260 | Common | SOLE |
| 01644J108 | ALKT | ALKAMI TECHNOLOGY INC | $17.4M | 0.13% | 475,670 | Common | SOLE |
| 407497106 | HLNE | HAMILTON LANE INC | $17.0M | 0.13% | 115,105 | Common | SOLE |
| 313855108 | FSS | FEDERAL SIGNAL CORP | $17.0M | 0.13% | 184,375 | Common | SOLE |
| 32020R109 | FFIN | FIRST FINL BANKSHARES INC | $16.9M | 0.12% | 469,825 | Common | SOLE |
| 724078100 | 62C | PIPER SANDLER COMPANIES | $16.7M | 0.12% | 55,770 | Common | SOLE |
| G25457105 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $16.7M | 0.12% | 247,806 | Common | SOLE |
| 78463M107 | SPSC | SPS COMM INC | $16.3M | 0.12% | 88,783 | Common | SOLE |
| 78473E103 | SPXC | SPX TECHNOLOGIES INC | $16.2M | 0.12% | 111,289 | Common | SOLE |
| 056525108 | BMI | BADGER METER INC | $15.7M | 0.12% | 73,993 | Common | SOLE |
| 84265V105 | SCCO | SOUTHERN COPPER CORP | $14.6M | 0.11% | 160,396 | Common | SOLE |
| 147528103 | CASY | CASEYS GEN STORES INC | $14.3M | 0.11% | 36,208 | Common | SOLE |
| 464287648 | IWO | ISHARES TR | $13.5M | 0.10% | 46,800 | Common | SOLE |
| N3167Y103 | RACE | FERRARI N V | $12.7M | 0.09% | 29,959 | Common | NONE |
| 75524B104 | RBC | RBC BEARINGS INC | $12.6M | 0.09% | 42,040 | Common | SOLE |
| 497266106 | KEX | KIRBY CORP | $12.6M | 0.09% | 118,768 | Common | SOLE |
| 576485205 | MTDR | MATADOR RES CO | $12.0M | 0.09% | 214,164 | Common | SOLE |
| G3730V105 | FTAI | FTAI AVIATION LTD | $11.5M | 0.09% | 80,119 | Common | SOLE |
| 00847J105 | AGYS | AGILYSYS INC | $11.5M | 0.08% | 87,286 | Common | SOLE |
| 70202L102 | PSN | PARSONS CORP DEL | $11.4M | 0.08% | 123,350 | Common | SOLE |
| 922280102 | VRNS | VARONIS SYS INC | $10.9M | 0.08% | 245,235 | Common | SOLE |
| 30214U102 | EXPO | EXPONENT INC | $10.6M | 0.08% | 118,567 | Common | SOLE |
| 882681109 | TXRH | TEXAS ROADHOUSE INC | $10.3M | 0.08% | 57,255 | Common | SOLE |
| 35473P769 | FLIN | FRANKLIN TEMPLETON ETF TR | $9.8M | 0.07% | 257,300 | Common | SOLE |
| 67000B104 | NOVT | NOVANTA INC | $9.5M | 0.07% | 62,432 | Common | SOLE |
| 984245100 | YPF | YPF SOCIEDAD ANONIMA | $9.2M | 0.07% | 215,590 | Common | NONE |
| 974155103 | WING | WINGSTOP INC | $8.8M | 0.07% | 31,060 | Common | SOLE |
| 127203107 | WHD | CACTUS INC | $8.7M | 0.06% | 149,317 | Common | SOLE |
| 516544103 | LNTH | LANTHEUS HLDGS INC | $8.7M | 0.06% | 96,850 | Common | SOLE |
| G25839104 | CCEP | COCA-COLA EUROPACIFIC PARTNE | $8.6M | 0.06% | 112,125 | Common | NONE |
| 46434G103 | IEMG | ISHARES INC | $8.3M | 0.06% | 158,900 | Common | NONE |
| M7516K103 | NVMI | NOVA MEASURING INSTRUMENTS L | $7.5M | 0.06% | 38,185 | Common | SOLE |
| 74276L105 | PRCT | PROCEPT BIOROBOTICS CORP | $7.3M | 0.05% | 91,001 | Common | SOLE |
| 46434G772 | EWT | ISHARES INC | $6.8M | 0.05% | 131,400 | Common | SOLE |
| 00091G104 | ACVA | ACV AUCTIONS INC | $6.8M | 0.05% | 313,285 | Common | SOLE |
| 85208M102 | SFM | SPROUTS FMRS MKT INC | $6.4M | 0.05% | 50,739 | Common | SOLE |
| 05478C105 | AZEK | AZEK CO INC | $6.4M | 0.05% | 135,215 | Common | SOLE |
| 302941109 | FCN | FTI CONSULTING INC | $6.2M | 0.05% | 32,214 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $5.8M | 0.04% | 83,874 | Common | SOLE |
| 49714P108 | KNSL | KINSALE CAP GROUP INC | $5.8M | 0.04% | 12,416 | Common | SOLE |
| 872540109 | TJX | TJX COS INC NEW | $5.2M | 0.04% | 42,788 | Common | SOLE |
| 46116X101 | ITCIEUR | INTRA-CELLULAR THERAPIES INC | $5.0M | 0.04% | 60,101 | Common | SOLE |
| 68404L201 | OPCH | OPTION CARE HEALTH INC | $4.0M | 0.03% | 171,198 | Common | SOLE |
| M20791105 | CAMT | CAMTEK LTD | $3.9M | 0.03% | 47,989 | Common | SOLE |
| 09627Y109 | 2655787D | BLUEPRINT MEDICINES CORP | $3.8M | 0.03% | 43,904 | Common | SOLE |
| 921909768 | VXUS | VANGUARD STAR FDS | $3.7M | 0.03% | 63,400 | Common | SOLE |
| 12763L105 | CDRE | CADRE HLDGS INC | $3.7M | 0.03% | 114,719 | Common | SOLE |
| 91307C102 | UTHR | UNITED THERAPEUTICS CORP DEL | $3.5M | 0.03% | 10,040 | Common | SOLE |
| 26154D100 | DFH | DREAM FINDERS HOMES INC | $2.9M | 0.02% | 122,787 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $2.7M | 0.02% | 24,050 | Common | SOLE |
| 868459108 | SUPN | SUPERNUS PHARMACEUTICALS INC | $2.5M | 0.02% | 69,896 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $2.3M | 0.02% | 16,239 | Common | SOLE |
| 29977A105 | EVR | EVERCORE INC | $2.2M | 0.02% | 8,009 | Common | SOLE |
| 12504L109 | CBRE | CBRE GROUP INC | $1.9M | 0.01% | 14,150 | Common | SOLE |
| 92189F817 | VNM | VANECK ETF TRUST | $1.7M | 0.01% | 150,700 | Common | NONE |
| 456788108 | INFY | INFOSYS LTD | $1.6M | 0.01% | 73,200 | Common | SOLE |
| 46434V423 | KSA | ISHARES TR | $1.4M | 0.01% | 34,800 | Common | SOLE |
| 256135203 | RDY | DR REDDYS LABS LTD | $1.4M | 0.01% | 86,600 | Common | SOLE |
| 374163103 | GERN | GERON CORP | $1.1M | 0.01% | 308,438 | Common | SOLE |
| 464287200 | IVV | ISHARES TR | $883,020 | 0.01% | 1,500 | Common | NONE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTICALS INC | $703,621 | 0.01% | 53,224 | Common | SOLE |
| 40415F101 | HDB | HDFC BANK LTD | $459,792 | 0.00% | 7,200 | Common | SOLE |
| 133131102 | CPT | CAMDEN PPTY TR | $452,672 | 0.00% | 3,901 | Common | SOLE |
| 775711104 | ROL | ROLLINS INC | $283,662 | 0.00% | 6,120 | Common | SOLE |
| 902252105 | TYL | TYLER TECHNOLOGIES INC | $183,948 | 0.00% | 319 | 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.