13F-HR filed by AXIOM INVESTORS LLC /DE
AXIOM INVESTORS LLC /DE filed this 13F-HR for the quarter ended 2023-12-31, filed 2024-02-12, with 134 holding rows worth $10,192,965,338.
- Accession
- 0001109147-24-000001
- Filer
- CIK 1109147
- Filed
- 2024-02-12
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2023
A holdings report, 134 entries on the cover page, a total value of $10,192,965,338 stated on the cover page (in dollars after the unit check, H1), rows summing to $10,192,965,338 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| NVIDIA Corp | 67066G104 | COM | 1,767,923 | $875,510,828 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 2,132,345 | $801,847,014 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 3,975,396 | $604,021,668 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 829,343 | $585,922,536 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 286,359 | $450,024,623 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 4,295,837 | $446,767,048 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 719,141 | $419,201,672 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 972,681 | $344,290,167 | dollars as filed | |
| GARTNERINC | 366651107 | STOK | 690,171 | $311,343,040 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 957,699 | $282,406,281 | dollars as filed | |
| COPART INC COM | 217204106 | Stock | 5,040,212 | $246,970,388 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 896,846 | $244,273,945 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 338,306 | $223,309,024 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,585,865 | $221,529,482 | dollars as filed | |
| BLACKSTONE INC | 09260D107 | COM | 1,663,687 | $217,809,902 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 742,078 | $193,200,007 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 290,231 | $173,151,815 | dollars as filed | |
| Apple Inc | 037833100 | COM | 809,821 | $155,914,837 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 376,641 | $153,989,673 | dollars as filed | |
| BOOZ ALLEN HAMILTON HLDG CORP CL A | 099502106 | Stock | 1,185,362 | $151,619,653 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 2,372,434 | $146,070,761 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 269,602 | $141,937,365 | dollars as filed | |
| GALLAGHER ARTHUR J & CO COM | 363576109 | Stock | 615,746 | $138,468,960 | dollars as filed | |
| TE CONNECTIVITY LTD | H84989104 | SHS | 898,598 | $126,253,019 | dollars as filed | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 977,411 | $125,528,895 | dollars as filed | |
| ZOETIS INC CL A | 98978V103 | Stock | 594,474 | $117,331,333 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 506,055 | $117,070,764 | dollars as filed | |
| NU HLDGS LTD | G6683N103 | ORD SHS CL A | 12,513,280 | $104,235,622 | dollars as filed | |
| AMERIPRISE FINL INC COM | 03076C106 | Stock | 240,481 | $91,341,898 | dollars as filed | |
| FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS | 344419106 | ADR | 689,860 | $89,923,251 | dollars as filed | |
| TOPBUILD COR COM | 89055F103 | Stock | 233,663 | $87,450,714 | dollars as filed | |
| TRIP COM GROUP LTD ADS | 89677Q107 | ADR | 2,393,711 | $86,197,533 | dollars as filed | |
| CINTAS CORP COM | 172908105 | Stock | 127,894 | $77,076,598 | dollars as filed | |
| Prologis,Inc. | 74340W103 | COM | 558,484 | $74,445,917 | dollars as filed | |
| ELFBEAUTYINC | 26856L103 | STOK | 513,053 | $74,054,070 | dollars as filed | |
| Elevance Health, Inc. | 036752103 | COM | 154,684 | $72,942,787 | dollars as filed | |
| Linde plc | G54950103 | COM | 171,733 | $70,532,460 | dollars as filed | |
| FTI CONSULTING INC | 302941109 | COM | 330,244 | $65,768,093 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 223,145 | $55,447,070 | dollars as filed | |
| CEMEX SAB DE CV SPON ADR NEW | 151290889 | ADR | 6,660,570 | $51,619,417 | dollars as filed | |
| ISHARES TR | 46429B598 | MSCI INDIA ETF | 1,007,200 | $49,161,432 | dollars as filed | |
| KE HLDGS INC SPONSORED ADS | 482497104 | ADR | 2,867,830 | $46,487,524 | dollars as filed | |
| PDD HOLDINGS INC SPONSORED ADS | 722304102 | ADR | 310,812 | $45,474,904 | dollars as filed | |
| ICON PUB LTD CO SHS | G4705A100 | Stock | 151,450 | $42,870,951 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 527,787 | $41,114,607 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 415,816 | $39,922,494 | dollars as filed | |
| MINISO GROUP HLDG LTD SPONSORED ADS | 66981J102 | ADR | 1,646,199 | $33,582,460 | dollars as filed | |
| IDEXX LABS INC COM | 45168D104 | Stock | 58,879 | $32,680,789 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 549,100 | $27,773,478 | dollars as filed | |
| LIVE NATION ENTERTAINMENT INC COM | 538034109 | Stock | 286,974 | $26,860,766 | dollars as filed | |
| NEW ORIENTAL ED & TECHNOLOGY SPON ADR | 647581206 | ADR | 358,725 | $26,287,368 | dollars as filed | |
| SPS COMM INC COM | 78463M107 | Stock | 130,556 | $25,306,975 | dollars as filed | |
| COGNIZANT TECHNOLOGY SOLUTIONS CL A | 192446102 | Stock | 296,063 | $22,361,638 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 308,900 | $21,731,115 | dollars as filed | |
| ALCON AG ORD SHS | H01301128 | Stock | 274,150 | $21,416,598 | dollars as filed | |
| SIMPSON MFG INC | 829073105 | COM | 106,815 | $21,147,234 | dollars as filed | |
| ENSIGN GROUP INC | 29358P101 | COM | 187,345 | $21,021,982 | dollars as filed | |
| INSTALLED BLDG PRODS INC | 45780R101 | COM | 103,278 | $18,881,284 | dollars as filed | |
| NOVA LTD COM | M7516K103 | Stock | 134,811 | $18,521,683 | dollars as filed | |
| FEDERAL SIGNAL CORP | 313855108 | COM | 239,455 | $18,375,777 | dollars as filed | |
| RAMBUS INC DEL COM | 750917106 | Stock | 259,550 | $17,714,287 | dollars as filed | |
| CRANE COMPANY COMMON STOCK | 224408104 | Stock | 145,432 | $17,181,336 | dollars as filed | |
| FTAI AVIATION LTD SHS | G3730V105 | Stock | 369,292 | $17,135,149 | dollars as filed | |
| MODINE MFG CO COM | 607828100 | Stock | 281,690 | $16,816,893 | dollars as filed | |
| CASEYS GEN STORES INC | 147528103 | COM | 58,401 | $16,045,091 | dollars as filed | |
| MAKEMYTRIP LIMITED MAURITIUS SHS | V5633W109 | Stock | 340,048 | $15,975,455 | dollars as filed | |
| SUPER MICRO COMPUTER INC | 86800U104 | COM | 55,405 | $15,749,425 | dollars as filed | |
| XP INC CL A | G98239109 | Stock | 594,920 | $15,509,564 | dollars as filed | |
| HAMILTON LANE INC | 407497106 | CL A | 136,100 | $15,439,184 | dollars as filed | |
| BEONE MEDICINES LTD SPONSORED ADS | 07725L102 | ADR | 83,985 | $15,147,535 | dollars as filed | |
| KINSALECAPGROUPINC | 49714P108 | STOK | 44,135 | $14,781,253 | dollars as filed | |
| ARCOS DORADOS HLDGS INC | G0457F107 | SHS CLASS -A - | 1,126,000 | $14,288,940 | dollars as filed | |
| PROS Holdings Inc | 74346Y103 | Common Stock | 363,852 | $14,113,819 | dollars as filed | |
| OPTION CARE HEALTH INC COM NEW | 68404L201 | Stock | 394,125 | $13,278,071 | dollars as filed | |
| AEROVIRONMENT INC COM | 008073108 | Stock | 102,155 | $12,875,616 | dollars as filed | |
| ISHARES TR | 464287648 | RUS 2000 GRW ETF | 50,400 | $12,711,888 | dollars as filed | |
| CRANE NXT CO | 224441105 | COM | 219,740 | $12,496,614 | dollars as filed | |
| ALTAIR ENGINEERING INC | 021369103 | COMMON STOCK | 145,471 | $12,241,385 | dollars as filed | |
| RBC BEARINGS INC COM | 75524B104 | Stock | 42,240 | $12,033,754 | dollars as filed | |
| NOVANTA INC | 67000B104 | COM | 65,628 | $11,052,411 | dollars as filed | |
| WINGSTOP INC COM | 974155103 | Stock | 42,895 | $11,005,999 | dollars as filed | |
| EXPONENT INC | 30214U102 | COM | 119,063 | $10,482,307 | dollars as filed | |
| PARSONS CORP DEL COM | 70202L102 | Stock | 164,390 | $10,308,897 | dollars as filed | |
| DUOLINGO INC CL A COM | 26603R106 | Stock | 44,800 | $10,162,880 | dollars as filed | |
| CLEARWATER ANALYTICS HLDGS I | 185123106 | CL A | 505,030 | $10,115,751 | dollars as filed | |
| NICE LTD SPONSORED ADR | 653656108 | ADR | 49,135 | $9,802,924 | dollars as filed | |
| VARONIS SYS INC | 922280102 | COM | 215,525 | $9,758,972 | dollars as filed | |
| MATADOR RES CO COM | 576485205 | Stock | 169,210 | $9,621,281 | dollars as filed | |
| FERRARI N V | N3167Y103 | COM | 27,971 | $9,466,226 | dollars as filed | |
| VERTEX INC | 92538J106 | CL A | 343,470 | $9,253,082 | dollars as filed | |
| REMITLY GLOBAL INC | 75960P104 | COM | 471,535 | $9,157,210 | dollars as filed | |
| WYNDHAM HOTELS & RESORTS INC | 98311A105 | COM | 106,980 | $8,602,262 | dollars as filed | |
| ISHARES TR | 46434V423 | MSCI SAUDI ARBIA | 202,600 | $8,576,058 | dollars as filed | |
| TEXAS ROADHOUSE INC COM | 882681109 | Stock | 68,511 | $8,374,100 | dollars as filed | |
| FIRSTCASH HOLDINGS INC | 33768G107 | COM | 77,007 | $8,346,789 | dollars as filed | |
| MERIT MED SYS INC COM | 589889104 | Stock | 101,993 | $7,747,388 | dollars as filed | |
| STIFEL FINL CORP | 860630102 | COM | 106,725 | $7,380,034 | dollars as filed | |
| WILLSCOT HLDGS CORP | 971378104 | COM CL A | 153,914 | $6,849,173 | dollars as filed | |
| ICICI BANK LIMITED ADR | 45104G104 | ADR | 285,400 | $6,803,936 | dollars as filed | |
| DREAM FINDERS HOMES INC COM CL A | 26154D100 | Stock | 189,084 | $6,718,155 | dollars as filed | |
| TRANSMEDICS GROUP INC | 89377M109 | COM | 83,750 | $6,610,387 | dollars as filed | |
| CAMTEK LTD ORD | M20791105 | Stock | 90,310 | $6,265,708 | dollars as filed | |
| MYR GROUP INC | 55405W104 | COM | 42,263 | $6,112,498 | dollars as filed | |
| INSPIRE MED SYS INC COM | 457730109 | Stock | 27,201 | $5,533,499 | dollars as filed | |
| ACV AUCTIONS INC | 00091G104 | COM CL A | 364,280 | $5,518,842 | dollars as filed | |
| ACADIA HEALTHCARE COMPANY INC COM | 00404A109 | Stock | 68,380 | $5,317,229 | dollars as filed | |
| QUALYS INC COM | 74758T303 | Stock | 26,516 | $5,204,560 | dollars as filed | |
| CACTUS INC | 127203107 | CL A | 111,475 | $5,060,965 | dollars as filed | |
| AGILYSYS INC | 00847J105 | COM | 58,040 | $4,922,953 | dollars as filed | |
| ISHARES TR | 46432F834 | COM | 73,000 | $4,739,890 | dollars as filed | |
| EVOLENT HEALTH INC CL A | 30050B101 | Stock | 142,545 | $4,708,261 | dollars as filed | |
| TREEHOUSE FOODS INC COM | 89469A104 | Stock | 108,555 | $4,499,605 | dollars as filed | |
| ZETA GLOBAL HOLDINGS CORP CL A | 98956A105 | Stock | 399,675 | $3,525,133 | dollars as filed | |
| VITA COCO CO INC | 92846Q107 | COM | 124,950 | $3,204,967 | dollars as filed | |
| HDFC BANK LTD SPONSORED ADS | 40415F101 | ADR | 47,450 | $3,184,369 | dollars as filed | |
| SHOCKWAVE MED INC | 82489T104 | COM | 16,493 | $3,142,906 | dollars as filed | |
| FLYWIRE CORPORATION | 302492103 | COM VTG | 126,020 | $2,917,363 | dollars as filed | |
| SPROUT SOCIAL INC COM CL A | 85209W109 | Stock | 46,158 | $2,835,948 | dollars as filed | |
| BLUEPRINT MEDICINES CORP | 09627Y109 | COM | 23,982 | $2,212,100 | dollars as filed | |
| UNITED THERAPEUTICS CORP DEL COM | 91307C102 | Stock | 8,635 | $1,898,750 | dollars as filed | |
| SYNDAX PHARMACEUTICALS INC | 87164F105 | COM | 86,175 | $1,862,242 | dollars as filed | |
| INSMED INC COM PAR $.01 | 457669307 | Stock | 60,027 | $1,860,237 | dollars as filed | |
| APELLIS PHARMACEUTICALS INC | 03753U106 | COM | 30,881 | $1,848,537 | dollars as filed | |
| AXCELIS TECHNOLOGIES INC | 054540208 | COM NEW | 13,721 | $1,779,476 | dollars as filed | |
| EVOLV TECHNOLOGIES HLDNGS IN | 30049H102 | COM CL A | 365,155 | $1,723,532 | dollars as filed | |
| NETEASE COM INC SPONSORED ADS | 64110W102 | ADR | 17,690 | $1,648,000 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 3,400 | $1,623,942 | dollars as filed | |
| TREX CO INC | 89531P105 | COM | 17,660 | $1,462,071 | dollars as filed | |
| SUPERNUS PHARMACEUTICALS | 868459108 | COM | 48,455 | $1,402,288 | dollars as filed | |
| TYLER TECHNOLOGIES INC COM | 902252105 | Stock | 1,002 | $418,956 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 1,229 | $364,411 | dollars as filed | |
| ROLLINS INC COM | 775711104 | Stock | 7,500 | $327,525 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 1,194 | $176,008 | dollars as filed | |
| MSCI INC COM | 55354G100 | Stock | 265 | $149,897 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001109147-24-000001 | this filing | 2024-02-12 | acceptance time not in the bulk data set |