Q1 2025 · 13F-HR/A
AXIOM INVESTORS LLC /DEholdings as filed
Filed 2025-05-16 · accession 0001109147-25-000004
$10.42B
Reported value
136
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 30303M102 | META | META PLATFORMS INC | $750.6M | 7.20% | 1,302,311 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC | $644.5M | 6.19% | 691,148 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $599.6M | 5.76% | 3,151,682 | Common | NONE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $480.1M | 4.61% | 4,759,258 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $466.0M | 4.47% | 1,241,365 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $421.7M | 4.05% | 1,719,115 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $395.8M | 3.80% | 719,682 | Common | SOLE |
| 617446448 | MS | MORGAN STANLEY | $363.1M | 3.48% | 3,111,979 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $340.5M | 3.27% | 1,532,821 | Common | NONE |
| 92826C839 | V | VISA INC | $306.8M | 2.94% | 875,340 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $306.1M | 2.94% | 2,824,043 | Common | NONE |
| 892672106 | TW | TRADEWEB MKTS INC | $288.4M | 2.77% | 1,942,575 | Common | SOLE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $284.3M | 2.73% | 300,641 | Common | NONE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $276.9M | 2.66% | 2,094,150 | Common | SOLE |
| 363576109 | AJG | GALLAGHER ARTHUR J & CO | $269.7M | 2.59% | 781,227 | Common | SOLE |
| 45104G104 | IBN | ICICI BANK LIMITED | $253.2M | 2.43% | 8,033,218 | Common | SOLE |
| 09260D107 | BX | BLACKSTONE INC | $233.4M | 2.24% | 1,670,077 | Common | NONE |
| 172908105 | CTAS | CINTAS CORP | $217.6M | 2.09% | 1,058,843 | Common | NONE |
| 81762P102 | NOW | SERVICENOW INC | $216.2M | 2.07% | 271,502 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $196.3M | 1.88% | 1,269,707 | Common | NONE |
| 743315103 | PGR | PROGRESSIVE CORP | $194.6M | 1.87% | 687,456 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $178.9M | 1.72% | 1,077,954 | Common | NONE |
| 07831C103 | BRBR | BELLRING BRANDS INC | $167.5M | 1.61% | 2,248,924 | Common | SOLE |
| 169656105 | CMG | CHIPOTLE MEXICAN GRILL INC | $146.5M | 1.41% | 2,917,777 | Common | NONE |
| 58733R102 | MELI | MERCADOLIBRE INC | $136.2M | 1.31% | 69,819 | Common | NONE |
| 03076C106 | AMP | AMERIPRISE FINL INC | $119.0M | 1.14% | 245,866 | Common | NONE |
| 741623102 | PRMB | PRIMO BRANDS CORPORATION | $115.1M | 1.10% | 3,242,619 | Common | SOLE |
| 369604301 | GE | GE AEROSPACE | $97.6M | 0.94% | 487,481 | Common | SOLE |
| 05464C101 | AXON | AXON ENTERPRISE INC | $93.1M | 0.89% | 176,991 | Common | NONE |
| 29444U700 | EQIX | EQUINIX INC | $91.1M | 0.87% | 111,764 | Common | NONE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $88.8M | 0.85% | 1,218,184 | Common | NONE |
| 399909100 | GGAL | GRUPO FINANCIERO GALICIA S.A | $79.9M | 0.77% | 1,465,954 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC | $78.1M | 0.75% | 255,851 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $76.6M | 0.73% | 154,580 | Common | NONE |
| 81141R100 | SE | SEA LTD | $75.9M | 0.73% | 581,760 | Common | NONE |
| V5633W109 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | $75.6M | 0.73% | 771,932 | Common | SOLE |
| 538034109 | LYV | LIVE NATION ENTERTAINMENT IN | $74.1M | 0.71% | 567,433 | Common | NONE |
| 74340W103 | PLD | PROLOGIS INC. | $69.5M | 0.67% | 622,122 | Common | NONE |
| M22465104 | CHKP | CHECK POINT SOFTWARE TECH LT | $68.0M | 0.65% | 298,395 | Common | SOLE |
| 89677Q107 | TCOM | TRIP COM GROUP LTD | $60.4M | 0.58% | 950,300 | Common | NONE |
| 46432F842 | IEFA | ISHARES TR | $57.1M | 0.55% | 755,000 | Common | SOLE |
| 366651107 | IT | GARTNER INC | $57.0M | 0.55% | 135,896 | Common | NONE |
| 243537107 | DECK | DECKERS OUTDOOR CORP | $54.6M | 0.52% | 488,594 | Common | NONE |
| 235851102 | DHR | DANAHER CORPORATION | $49.9M | 0.48% | 243,553 | Common | NONE |
| 82509L107 | SHOP | SHOPIFY INC | $33.9M | 0.33% | 355,405 | Common | SOLE |
| 29082A107 | EMBJ | EMBRAER S.A. | $33.8M | 0.32% | 730,640 | Common | SOLE |
| 881624209 | TEVA | TEVA PHARMACEUTICAL INDS LTD | $33.4M | 0.32% | 2,173,807 | Common | SOLE |
| H84989104 | TEL1USD | TE CONNECTIVITY LTD | $31.9M | 0.31% | 225,641 | Common | NONE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $30.6M | 0.29% | 423,828 | Common | NONE |
| 46429B598 | INDA | ISHARES TR | $28.4M | 0.27% | 552,600 | Common | SOLE |
| 482497104 | BEKE | KE HLDGS INC | $25.5M | 0.25% | 1,271,620 | Common | NONE |
| H5919C104 | ONON | ON HLDG AG | $21.9M | 0.21% | 499,650 | Common | SOLE |
| 92837L109 | VIST | VISTA ENERGY S.A.B. DE C.V. | $19.1M | 0.18% | 409,363 | Common | SOLE |
| 84265V105 | SCCO | SOUTHERN COPPER CORP | $16.1M | 0.15% | 172,633 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $16.0M | 0.15% | 61,877 | Common | NONE |
| 589889104 | MMSI | MERIT MED SYS INC | $15.2M | 0.15% | 143,726 | Common | SOLE |
| 302081104 | EXLS | EXLSERVICE HOLDINGS INC | $15.1M | 0.15% | 320,770 | Common | SOLE |
| G25839104 | CCEP | COCA-COLA EUROPACIFIC PARTNE | $14.5M | 0.14% | 166,475 | Common | NONE |
| 47215P106 | JD | JD.COM INC | $13.6M | 0.13% | 331,480 | Common | NONE |
| 147448104 | CWST | CASELLA WASTE SYS INC | $13.5M | 0.13% | 121,460 | Common | SOLE |
| G0896C103 | TBBB | BBB FOODS INC | $13.4M | 0.13% | 503,627 | Common | SOLE |
| 29358P101 | ENSG | ENSIGN GROUP INC | $13.3M | 0.13% | 102,881 | Common | SOLE |
| 860630102 | SF | STIFEL FINL CORP | $13.3M | 0.13% | 140,718 | Common | SOLE |
| 224408104 | CR | CRANE COMPANY | $13.1M | 0.13% | 85,333 | Common | SOLE |
| 185123106 | CWAN | CLEARWATER ANALYTICS HLDGS I | $13.0M | 0.12% | 483,725 | Common | SOLE |
| 75524B104 | RBC | RBC BEARINGS INC | $12.9M | 0.12% | 40,177 | Common | SOLE |
| 68404L201 | OPCH | OPTION CARE HEALTH INC | $12.6M | 0.12% | 361,615 | Common | SOLE |
| G4124C109 | GRAB | GRAB HOLDINGS LIMITED | $12.4M | 0.12% | 2,732,040 | Common | NONE |
| 32020R109 | FFIN | FIRST FINL BANKSHARES INC | $12.2M | 0.12% | 340,420 | Common | SOLE |
| 85208M102 | SFM | SPROUTS FMRS MKT INC | $11.7M | 0.11% | 76,573 | Common | SOLE |
| 624758108 | MWA | MUELLER WTR PRODS INC | $10.6M | 0.10% | 418,885 | Common | SOLE |
| 313855108 | FSS | FEDERAL SIGNAL CORP | $9.5M | 0.09% | 129,430 | Common | SOLE |
| 74736L109 | QTWO | Q2 HLDGS INC | $9.0M | 0.09% | 113,105 | Common | SOLE |
| 918284100 | VSEC | VSE CORP | $8.9M | 0.09% | 74,302 | Common | SOLE |
| 15101Q207 | CLS | CELESTICA INC | $8.9M | 0.09% | 112,714 | Common | SOLE |
| 724078100 | 62C | PIPER SANDLER COMPANIES | $8.9M | 0.09% | 35,799 | Common | SOLE |
| 147528103 | CASY | CASEYS GEN STORES INC | $8.8M | 0.08% | 20,260 | Common | SOLE |
| 516544103 | LNTH | LANTHEUS HLDGS INC | $8.7M | 0.08% | 88,947 | Common | SOLE |
| 60786M105 | MC | MOELIS & CO | $8.6M | 0.08% | 148,130 | Common | SOLE |
| 42226A107 | HQY | HEALTHEQUITY INC | $8.3M | 0.08% | 93,654 | Common | SOLE |
| 204166102 | CVLT | COMMVAULT SYS INC | $8.2M | 0.08% | 51,775 | Common | SOLE |
| 056525108 | BMI | BADGER METER INC | $8.1M | 0.08% | 42,743 | Common | SOLE |
| 109641100 | EAT | BRINKER INTL INC | $8.1M | 0.08% | 54,201 | Common | SOLE |
| 576485205 | MTDR | MATADOR RES CO | $7.9M | 0.08% | 153,829 | Common | SOLE |
| 671044105 | OSIS | OSI SYSTEMS INC | $7.4M | 0.07% | 38,252 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $7.4M | 0.07% | 720,340 | Common | SOLE |
| 407497106 | HLNE | HAMILTON LANE INC | $7.3M | 0.07% | 49,102 | Common | SOLE |
| 464287648 | IWO | ISHARES TR | $7.3M | 0.07% | 28,500 | Common | SOLE |
| 05478C105 | AZEK | AZEK CO INC | $6.9M | 0.07% | 142,120 | Common | SOLE |
| 46434G103 | IEMG | ISHARES INC | $6.9M | 0.07% | 127,100 | Common | NONE |
| 92538J106 | VERX | VERTEX INC | $6.6M | 0.06% | 188,640 | Common | SOLE |
| 01644J108 | ALKT | ALKAMI TECHNOLOGY INC | $6.2M | 0.06% | 237,837 | Common | SOLE |
| G2519Y108 | BAP | CREDICORP LTD | $6.1M | 0.06% | 32,957 | Common | NONE |
| 457669307 | INSM | INSMED INC | $6.1M | 0.06% | 79,925 | Common | SOLE |
| 750491102 | RDNT | RADNET INC | $5.6M | 0.05% | 112,338 | Common | SOLE |
| 872540109 | TJX | TJX COS INC NEW | $5.6M | 0.05% | 45,802 | Common | SOLE |
| 78473E103 | SPXC | SPX TECHNOLOGIES INC | $5.5M | 0.05% | 42,418 | Common | SOLE |
| 497266106 | KEX | KIRBY CORP | $5.2M | 0.05% | 51,962 | Common | SOLE |
| N3167Y103 | RACE | FERRARI N V | $5.0M | 0.05% | 11,725 | Common | NONE |
| M7516K103 | NVMI | NOVA MEASURING INSTRUMENTS L | $4.9M | 0.05% | 26,712 | Common | SOLE |
| 30214U102 | EXPO | EXPONENT INC | $4.9M | 0.05% | 60,333 | Common | SOLE |
| 67000B104 | NOVT | NOVANTA INC | $4.9M | 0.05% | 37,986 | Common | SOLE |
| 681116109 | OLLI | OLLIES BARGAIN OUTLET HLDGS | $4.7M | 0.05% | 40,809 | Common | SOLE |
| 607828100 | MOD | MODINE MFG CO | $4.7M | 0.05% | 61,290 | Common | SOLE |
| 78463M107 | SPSC | SPS COMM INC | $4.5M | 0.04% | 34,272 | Common | SOLE |
| 45826H109 | ITGR | INTEGER HLDGS CORP | $4.5M | 0.04% | 37,772 | Common | SOLE |
| 922280102 | VRNS | VARONIS SYS INC | $4.3M | 0.04% | 107,468 | Common | SOLE |
| 39813G109 | GDYN | GRID DYNAMICS HLDGS INC | $3.9M | 0.04% | 247,685 | Common | SOLE |
| 859241101 | STRL | STERLING INFRASTRUCTURE INC | $3.7M | 0.04% | 32,518 | Common | SOLE |
| G25457105 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $3.4M | 0.03% | 84,360 | Common | SOLE |
| 69753M105 | PLMR | PALOMAR HLDGS INC | $3.3M | 0.03% | 23,716 | Common | SOLE |
| 09627Y109 | 2655787D | BLUEPRINT MEDICINES CORP | $3.1M | 0.03% | 34,842 | Common | SOLE |
| 05464T104 | AXSM | AXSOME THERAPEUTICS INC | $3.1M | 0.03% | 26,307 | Common | SOLE |
| 127203107 | WHD | CACTUS INC | $3.1M | 0.03% | 66,685 | Common | SOLE |
| 05961W105 | BMA | BANCO MACRO SA | $3.0M | 0.03% | 39,871 | Common | NONE |
| 589378108 | MRCY | MERCURY SYS INC | $2.9M | 0.03% | 67,625 | Common | SOLE |
| 12763L105 | CDRE | CADRE HLDGS INC | $2.7M | 0.03% | 92,323 | Common | SOLE |
| 00091G104 | ACVA | ACV AUCTIONS INC | $2.6M | 0.03% | 185,290 | Common | SOLE |
| 00847J105 | AGYS | AGILYSYS INC | $2.3M | 0.02% | 31,390 | Common | SOLE |
| 921909768 | VXUS | VANGUARD STAR FDS | $2.0M | 0.02% | 32,000 | Common | SOLE |
| 40415F101 | HDB | HDFC BANK LTD | $1.9M | 0.02% | 29,100 | Common | SOLE |
| 74366E102 | PTGX | PROTAGONIST THERAPEUTICS INC | $1.9M | 0.02% | 39,969 | Common | SOLE |
| 984245100 | YPF | YPF SOCIEDAD ANONIMA | $1.9M | 0.02% | 54,860 | Common | NONE |
| 46434V423 | KSA | ISHARES TR | $1.8M | 0.02% | 44,000 | Common | SOLE |
| 868459108 | SUPN | SUPERNUS PHARMACEUTICALS INC | $1.8M | 0.02% | 54,375 | Common | SOLE |
| 457642205 | INOD | INNODATA INC | $1.5M | 0.01% | 42,671 | Common | SOLE |
| 464287200 | IVV | ISHARES TR | $1.5M | 0.01% | 2,600 | Common | NONE |
| 61174X109 | MNST | MONSTER BEVERAGE CORP NEW | $1.1M | 0.01% | 18,484 | Common | SOLE |
| 46434G772 | EWT | ISHARES INC | $754,932 | 0.01% | 15,900 | Common | SOLE |
| 133131102 | CPT | CAMDEN PPTY TR | $717,901 | 0.01% | 5,870 | Common | SOLE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTICALS INC | $641,326 | 0.01% | 52,204 | Common | SOLE |
| 34959E109 | FTNT | FORTINET INC | $577,945 | 0.01% | 6,004 | Common | SOLE |
| 91307C102 | UTHR | UNITED THERAPEUTICS CORP DEL | $499,706 | 0.00% | 1,621 | Common | NONE |
| 775711104 | ROL | ROLLINS INC | $479,786 | 0.00% | 8,880 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $374,442 | 0.00% | 4,160 | Common | SOLE |
| 902252105 | TYL | TYLER TECHNOLOGIES INC | $185,463 | 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.