Skip to content
Disclosery

13F-HR filed by AXIOM INVESTORS LLC /DE

AXIOM INVESTORS LLC /DE filed this 13F-HR for the quarter ended 2023-06-30, filed 2023-08-10, with 129 holding rows worth $6,717,806,327.

Accession
0001109147-23-000004
Filer
CIK 1109147
Filed
2023-08-10
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2023

A holdings report, 129 entries on the cover page, a total value of $6,717,806,327 stated on the cover page (in dollars after the unit check, H1), rows summing to $6,717,806,327 with VALUE read as dollars as filed, 13F file number 028-05615. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
NVIDIA Corp67066G104COM1,476,508$624,592,414dollars as filed
Microsoft Corp594918104COM1,809,836$616,321,551dollars as filed
ServiceNow,Inc.81762P102COM727,751$408,974,229dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS3,575,082$360,797,275dollars as filed
Eli Lilly and Company532457108COM647,316$303,578,258dollars as filed
COPART INC COM217204106Stock2,983,846$272,156,594dollars as filed
MERCADOLIBREINC58733R102STOK213,666$253,108,744dollars as filed
GARTNERINC366651107STOK631,815$221,331,113dollars as filed
GALLAGHER ARTHUR J & CO COM363576109Stock759,696$166,806,451dollars as filed
HERSHEY CO COM427866108Stock601,064$150,085,681dollars as filed
Amazon.com, Inc023135106COM1,094,719$142,707,569dollars as filed
TRIP COM GROUP LTD ADS89677Q107ADR4,021,962$140,768,670dollars as filed
Costco Wholesale Corporation22160K105COM255,395$137,499,560dollars as filed
MSCI INC COM55354G100Stock289,752$135,977,716dollars as filed
Intercontinental Exchange,Inc.45866F104COM1,165,463$131,790,556dollars as filed
Visa Inc92826C839COM551,410$130,948,847dollars as filed
IDEXX LABS INC COM45168D104Stock259,351$130,253,853dollars as filed
Danaher Corporation235851102COM495,150$118,836,000dollars as filed
BOOZ ALLEN HAMILTON HLDG CORP CL A099502106Stock1,036,635$115,688,466dollars as filed
Apple Inc037833100COM590,475$114,534,436dollars as filed
UnitedHealth Group Inc91324P102COM235,638$113,257,048dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM835,561$100,016,652dollars as filed
TE CONNECTIVITY LTDH84989104SHS665,820$93,321,331dollars as filed
BLACKSTONE INC09260D107COM979,244$91,040,315dollars as filed
BAIDU INC SPON ADR REP A056752108ADR633,696$86,759,319dollars as filed
Adobe Inc00724F101COM177,232$86,664,676dollars as filed
ZOETIS INC CL A98978V103Stock441,913$76,101,838dollars as filed
Tesla Motors, Inc88160R101COM287,286$75,202,856dollars as filed
YUM CHINA HLDGS INC98850P109COM1,283,980$72,544,870dollars as filed
ASTRAZENECA PLC SPONSORED ADR046353108ADR932,589$66,745,395dollars as filed
Linde plcG54950103COM167,838$63,959,705dollars as filed
Uber Technologies90353T100COM1,461,086$63,075,083dollars as filed
AMERIPRISE FINL INC COM03076C106Stock179,030$59,466,605dollars as filed
NU HLDGS LTDG6683N103ORD SHS CL A7,273,660$57,389,177dollars as filed
Elevance Health, Inc.036752103COM126,487$56,196,909dollars as filed
KE HLDGS INC SPONSORED ADS482497104ADR3,720,810$55,254,029dollars as filed
FTI CONSULTING INC302941109COM258,608$49,187,242dollars as filed
ALCON AG ORD SHSH01301128Stock543,547$44,630,644dollars as filed
LAUDER ESTEE COS INC CL A518439104Stock189,543$37,222,454dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS441,000$36,757,350dollars as filed
ELFBEAUTYINC26856L103STOK311,500$35,582,645dollars as filed
FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS344419106ADR311,503$34,526,993dollars as filed
Prologis,Inc.74340W103COM277,982$34,088,933dollars as filed
ICON PUB LTD CO SHSG4705A100Stock135,543$33,912,859dollars as filed
ISHARES TR46429B598MSCI INDIA ETF741,300$32,394,810dollars as filed
PALO ALTO NETWORKS INC697435105COM124,101$31,709,047dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS596,600$29,406,414dollars as filed
ALBEMARLE CORP012653101COM122,956$27,430,254dollars as filed
BEONE MEDICINES LTD SPONSORED ADS07725L102ADR129,219$23,039,748dollars as filed
PAGSEGURO DIGITAL LTDG68707101COM CL A2,261,960$21,352,902dollars as filed
CHECK POINT SOFTWARE TECH LTD ORDM22465104Stock154,487$19,406,657dollars as filed
METTLER TOLEDO INTERNATIONAL COM592688105Stock13,998$18,360,337dollars as filed
NICE LTD SPONSORED ADR653656108ADR66,220$13,674,430dollars as filed
HDFC BANK LTD SPONSORED ADS40415F101ADR177,880$12,398,236dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS164,400$11,097,000dollars as filed
INSPIRE MED SYS INC COM457730109Stock30,840$10,011,898dollars as filed
SPS COMM INC COM78463M107Stock50,646$9,727,071dollars as filed
COUPANG INC22266T109CL A555,200$9,660,480dollars as filed
INMODE LTD SHSM5425M103Stock244,500$9,132,075dollars as filed
ISHARES TR46432F834COM145,700$9,123,734dollars as filed
LIVE NATION ENTERTAINMENT INC COM538034109Stock100,111$9,121,113dollars as filed
ISHARES MSCI INDIA SMALL-CAP ETF46429B614ETF141,300$8,210,943dollars as filed
RAMBUS INC DEL COM750917106Stock124,070$7,961,572dollars as filed
IRIDIUM COMMUNICATIONS INC46269C102COM128,095$7,957,261dollars as filed
KINSALECAPGROUPINC49714P108STOK21,184$7,927,053dollars as filed
ENSIGN GROUP INC29358P101COM81,793$7,807,960dollars as filed
SEA LTD81141R100SPONSORD ADS129,530$7,517,921dollars as filed
ALTAIR ENGINEERING INC021369103COMMON STOCK96,705$7,334,107dollars as filed
ISHARES TR46434V423MSCI SAUDI ARBIA176,700$7,303,011dollars as filed
SIMPSON MFG INC829073105COM49,319$6,830,682dollars as filed
ARCOS DORADOS HLDGS INCG0457F107SHS CLASS -A -613,200$6,285,300dollars as filed
MERIT MED SYS INC COM589889104Stock73,359$6,135,747dollars as filed
EXPONENT INC30214U102COM65,595$6,121,325dollars as filed
NOVA LTD COMM7516K103Stock51,545$6,046,229dollars as filed
NOVANTA INC67000B104COM32,074$5,904,823dollars as filed
FEDERAL SIGNAL CORP313855108COM90,030$5,764,621dollars as filed
SHOCKWAVE MED INC82489T104COM19,527$5,573,201dollars as filed
TREEHOUSE FOODS INC COM89469A104Stock83,665$4,215,043dollars as filed
CRANE NXT CO224441105COM73,275$4,135,641dollars as filed
LANTHEUS HLDGS INC516544103COM47,469$3,983,598dollars as filed
FERRARI N VN3167Y103COM11,628$3,781,542dollars as filed
NAPCO SEC TECHNOLOGIES INC COM630402105Stock100,385$3,478,340dollars as filed
TRANSMEDICS GROUP INC89377M109COM41,380$3,475,092dollars as filed
VITA COCO CO INC92846Q107COM125,687$3,377,210dollars as filed
AXCELIS TECHNOLOGIES INC054540208COM NEW18,406$3,374,372dollars as filed
WYNDHAM HOTELS & RESORTS INC98311A105COM48,860$3,350,330dollars as filed
WILLSCOT HLDGS CORP971378104COM CL A68,872$3,291,393dollars as filed
FOX FACTORY HLDG CORP35138V102COM27,960$3,033,940dollars as filed
OPTION CARE HEALTH INC COM NEW68404L201Stock91,725$2,980,145dollars as filed
CRANE COMPANY COMMON STOCK224408104Stock32,408$2,888,201dollars as filed
INSTALLED BLDG PRODS INC45780R101COM20,140$2,822,822dollars as filed
FLYWIRE CORPORATION302492103COM VTG87,695$2,722,053dollars as filed
RBC BEARINGS INC COM75524B104Stock12,065$2,623,776dollars as filed
ZETA GLOBAL HOLDINGS CORP CL A98956A105Stock301,400$2,573,956dollars as filed
AEHR TEST SYSTEMS00760J108COMMON STOCK62,365$2,572,556dollars as filed
SUPER MICRO COMPUTER INC86800U104COM10,304$2,568,272dollars as filed
TEXAS ROADHOUSE INC COM882681109Stock22,316$2,505,640dollars as filed
ACADIA HEALTHCARE COMPANY INC COM00404A109Stock30,854$2,457,213dollars as filed
SILICON LABORATORIES INC COM826919102Stock15,462$2,438,976dollars as filed
MYR GROUP INC55405W104COM17,477$2,417,768dollars as filed
APELLIS PHARMACEUTICALS INC03753U106COM25,795$2,349,925dollars as filed
ICICI BANK LIMITED ADR45104G104ADR101,420$2,340,774dollars as filed
MATADOR RES CO COM576485205Stock44,715$2,339,489dollars as filed
DUOLINGO INC CL A COM26603R106Stock16,358$2,338,213dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS5,000$2,228,550dollars as filed
AMN HEALTHCARE SVCS INC001744101COM19,355$2,112,018dollars as filed
SPROUT SOCIAL INC COM CL A85209W109Stock43,605$2,012,807dollars as filed
BJS WHSL CLUB HLDGS INC COM05550J101Stock31,120$1,960,871dollars as filed
EVOLENT HEALTH INC CL A30050B101Stock57,935$1,755,431dollars as filed
BOOT BARN HLDGS INC099406100COM20,692$1,752,405dollars as filed
ACV AUCTIONS INC00091G104COM CL A97,625$1,685,984dollars as filed
HAMILTON LANE INC407497106CL A20,647$1,651,347dollars as filed
GENTHERM INC37253A103COM27,550$1,556,851dollars as filed
NV5 HOLDINGS, INC62945V109COM13,980$1,548,565dollars as filed
AGILYSYS INC00847J105COM22,540$1,547,146dollars as filed
XPEL INC98379L100COM16,475$1,387,525dollars as filed
CACTUS INC127203107CL A32,285$1,366,301dollars as filed
STIFEL FINL CORP860630102COM19,455$1,160,880dollars as filed
HALOZYME THERAPEUTICS INC COM40637H109Stock27,055$975,874dollars as filed
CADENCE DESIGN SYSTEM INC COM127387108Stock3,538$829,732dollars as filed
SUPERNUS PHARMACEUTICALS868459108COM23,900$718,434dollars as filed
UNITED THERAPEUTICS CORP DEL COM91307C102Stock3,196$705,517dollars as filed
McDonalds Corporation580135101COM2,218$661,873dollars as filed
SYNDAX PHARMACEUTICALS INC87164F105COM30,110$630,202dollars as filed
STMICROELECTRONICS N V NY REGISTRY861012102ADR10,373$518,546dollars as filed
TYLER TECHNOLOGIES INC COM902252105Stock1,120$466,446dollars as filed
PAGERDUTY INC COM69553P100Stock20,260$455,445dollars as filed
ROLLINS INC COM775711104Stock3,600$154,188dollars as filed
Advanced Micro Devices,Inc.007903107COM1,196$136,236dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001109147-23-000004this filing2023-08-10acceptance time not in the bulk data set