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13F-HR filed by AXIOM INVESTORS LLC /DE

AXIOM INVESTORS LLC /DE filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-07, with 138 holding rows worth $12,188,716,525.

Accession
0001109147-25-000005
Filed
2025-08-07
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 138 entries on the cover page, a total value of $12,188,716,525 stated on the cover page (in dollars after the unit check, H1), rows summing to $12,188,716,525 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
Microsoft Corp594918104COM2,387,511$1,187,571,847dollars as filed
NVIDIA Corp67066G104COM6,164,363$973,907,710dollars as filed
Netflix, Inc64110L106COM720,612$964,993,148dollars as filed
Amazon.com, Inc023135106COM4,136,246$907,451,010dollars as filed
META PLATFORMS INC CL A30303M102COM1,037,552$765,806,756dollars as filed
SPOTIFYTECHNOLOGYSAFL8681T102STOK837,590$642,716,311dollars as filed
JPMorgan Chase & Co46625H100COM1,665,236$482,768,569dollars as filed
Morgan Stanley617446448COM3,259,245$459,097,251dollars as filed
Boston Scientific Corporation101137107COM3,318,614$356,452,330dollars as filed
ServiceNow,Inc.81762P102COM325,755$334,902,200dollars as filed
ICICI BANK LIMITED ADR45104G104ADR9,650,990$324,659,304dollars as filed
GE Vernova Inc.36828A101COM570,358$301,804,936dollars as filed
Philip Morris International Inc.718172109COM1,532,403$279,096,558dollars as filed
TRADEWEB MKTS INC CL A892672106Stock1,893,905$277,267,692dollars as filed
General Electric Company369604301COM928,960$239,105,014dollars as filed
MERCADOLIBREINC58733R102STOK89,192$233,114,887dollars as filed
Visa Inc92826C839COM606,954$215,499,018dollars as filed
Costco Wholesale Corporation22160K105COM213,777$211,626,403dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS906,367$205,283,062dollars as filed
Apple Inc037833100COM967,850$198,573,784dollars as filed
CINTAS CORP COM172908105Stock849,327$189,289,508dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS1,262,023$143,126,028dollars as filed
AXONENTERPRISEINC05464C101STOK164,239$135,980,038dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM728,118$128,316,235dollars as filed
SEA LTD81141R100SPONSORD ADS797,581$127,565,105dollars as filed
Uber Technologies90353T100COM1,123,917$104,861,456dollars as filed
TJX Companies Inc872540109COM837,204$103,386,322dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS749,742$86,482,740dollars as filed
Broadcom Inc.11135F101COM301,860$83,207,709dollars as filed
EQUINIX INC COM29444U700REIT102,904$81,857,045dollars as filed
CHECK POINT SOFTWARE TECH LTD ORDM22465104Stock368,376$81,503,190dollars as filed
LIVE NATION ENTERTAINMENT INC COM538034109Stock522,458$79,037,446dollars as filed
Intuitive Surgical,Inc.46120E602COM142,594$77,487,006dollars as filed
BLACKSTONE INC09260D107COM515,427$77,097,571dollars as filed
GRUPO FINANCIERO GALICIA399909100SPONSORED ADR1,442,719$72,698,610dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS857,500$71,584,100dollars as filed
GALLAGHER ARTHUR J & CO COM363576109Stock197,748$63,303,090dollars as filed
Progressive Corporation743315103COM236,388$63,082,502dollars as filed
Prologis,Inc.74340W103COM572,548$60,186,246dollars as filed
CHIPOTLEMEXICANGRILLI169656105STOK649,076$36,445,617dollars as filed
MAKEMYTRIP LIMITED MAURITIUS SHSV5633W109Stock363,101$35,591,160dollars as filed
ISHARES TR46429B598MSCI INDIA ETF522,700$29,103,936dollars as filed
EMBRAER S.A.29082A107SPONSORED ADS438,372$24,947,751dollars as filed
BELLRING BRANDS INC COMMON STOCK07831C103Stock336,303$19,482,033dollars as filed
GRABHLDGSLTDFCLASSCLASSAG4124C109STOK3,680,440$18,512,613dollars as filed
Tesla Motors, Inc88160R101COM56,762$18,031,017dollars as filed
ENSIGN GROUP INC29358P101COM108,306$16,707,284dollars as filed
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS92837L109ADR326,200$15,595,622dollars as filed
CRANE COMPANY COMMON STOCK224408104Stock81,670$15,508,316dollars as filed
COUPANG INC22266T109CL A509,661$15,269,444dollars as filed
SOUTHERN COPPER CORP84265V105COM148,979$15,072,205dollars as filed
RBC BEARINGS INC COM75524B104Stock38,807$14,932,934dollars as filed
CASEYS GEN STORES INC147528103COM28,617$14,602,397dollars as filed
FEDERAL SIGNAL CORP313855108COM136,526$14,529,097dollars as filed
CASELLA WASTE SYS INC147448104CL A124,332$14,345,426dollars as filed
MERIT MED SYS INC COM589889104Stock149,709$13,994,797dollars as filed
CELESTICA INC COM15101Q207Stock84,340$13,166,317dollars as filed
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESG25457105Stock142,049$13,152,317dollars as filed
HEALTHEQUITY INC COM42226A107Stock124,269$13,018,420dollars as filed
FIRST FINL BANKSHARES INC COM32020R109Stock361,775$13,016,664dollars as filed
KE HLDGS INC SPONSORED ADS482497104ADR721,480$12,799,055dollars as filed
Q2 HLDGS INC COM74736L109Stock129,634$12,132,446dollars as filed
VSE CORP COM918284100Stock91,734$12,015,319dollars as filed
STERLING INFRASTRUCTURE INC COM859241101Stock52,012$12,000,729dollars as filed
MOELIS & CO60786M105CL A190,750$11,887,540dollars as filed
STIFEL FINL CORP860630102COM109,093$11,321,672dollars as filed
SENSIENT TECHNOLOGIES CORP81725T100COM101,310$9,981,061dollars as filed
NOVA LTD COMM7516K103Stock36,017$9,911,878dollars as filed
SPX TECHNOLOGIES INC78473E103COM58,591$9,824,539dollars as filed
PIPER SANDLER COMPANIES724078100COM33,426$9,290,422dollars as filed
BOOT BARN HLDGS INC099406100COM61,032$9,276,864dollars as filed
BRINKER INTL INC COM109641100Stock51,407$9,270,224dollars as filed
ARGAN INC04010E109COM41,346$9,115,966dollars as filed
BADGER METER INC COM056525108Stock35,912$8,796,644dollars as filed
VARONIS SYS INC922280102COM170,045$8,629,784dollars as filed
COMMVAULT SYS INC COM204166102Stock49,395$8,611,030dollars as filed
MIRION TECHNOLOGIES INC60471A101COM CL A392,685$8,454,508dollars as filed
OSI SYSTEMS INC671044105COM37,578$8,449,789dollars as filed
NU HLDGS LTDG6683N103ORD SHS CL A594,000$8,149,680dollars as filed
COCA-COLA FEMSA SAB DE CV SPONS ADS REP191241108ADR83,549$8,081,695dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS134,100$8,050,023dollars as filed
OLLIES BARGAIN OUTLET HLDGS681116109COM60,296$7,945,807dollars as filed
MERCURY SYS INC COM589378108Stock142,108$7,653,937dollars as filed
INTEGER HLDGS CORP45826H109COM62,230$7,652,423dollars as filed
ALKAMI TECHNOLOGY INC01644J108COM251,610$7,583,525dollars as filed
OPTION CARE HEALTH INC COM NEW68404L201Stock231,578$7,521,653dollars as filed
CREDICORP LTDG2519Y108COM31,829$7,114,418dollars as filed
KIRBY CORP497266106COM62,447$7,082,114dollars as filed
MUELLER WTR PRODS INC COM SER A624758108Stock283,035$6,804,161dollars as filed
HDFC BANK LTD SPONSORED ADS40415F101ADR86,700$6,647,289dollars as filed
MATADOR RES CO COM576485205Stock138,555$6,611,845dollars as filed
PALOMAR HLDGS INC COM69753M105Stock42,183$6,506,728dollars as filed
RADNET INC750491102COM109,540$6,233,921dollars as filed
INSMED INC COM PAR $.01457669307Stock60,741$6,112,974dollars as filed
AMERIPRISE FINL INC COM03076C106Stock10,381$5,540,651dollars as filed
ISHARES TR464287648RUS 2000 GRW ETF18,600$5,316,996dollars as filed
EXLSERVICE HLDGS INC COM302081104Stock117,405$5,141,165dollars as filed
BLUEPRINT MEDICINES CORP09627Y109COM39,676$5,085,670dollars as filed
Oracle Corporation68389X105COM20,546$4,491,972dollars as filed
NETEASE COM INC SPONSORED ADS64110W102ADR33,006$4,441,947dollars as filed
SPS COMM INC COM78463M107Stock32,271$4,391,760dollars as filed
ROBINHOOD MKTS INC770700102COM43,380$4,061,669dollars as filed
CLEARWATER ANALYTICS HLDGS I185123106CL A177,255$3,887,202dollars as filed
LANTHEUS HLDGS INC516544103COM45,840$3,752,462dollars as filed
ACV AUCTIONS INC00091G104COM CL A212,165$3,441,316dollars as filed
SPROUTS FMRS MKT INC COM85208M102Stock20,212$3,327,704dollars as filed
RHYTHM PHARMACEUTICALS INC76243J105COM52,460$3,314,947dollars as filed
MODINE MFG CO COM607828100Stock32,400$3,191,400dollars as filed
HEICO CORP NEW COM422806109Stock9,448$3,098,944dollars as filed
VERTEX INC92538J106CL A86,492$3,056,195dollars as filed
GRID DYNAMICS HLDGS INC39813G109CL A263,719$3,045,954dollars as filed
CACTUS INC127203107CL A69,460$3,036,791dollars as filed
COCA-COLA EUROPACIFIC PARTNERS SHSG25839104Stock32,477$3,011,267dollars as filed
MONDAY COM LTD SHSM7S64H106Stock9,239$2,905,481dollars as filed
IONQ INC COM46222L108Stock67,470$2,899,186dollars as filed
PROTAGONIST THERAPEUTICS74366E102COM51,233$2,831,648dollars as filed
AXSOME THERAPEUTICS INC. COM05464T104Stock27,106$2,829,595dollars as filed
FERRARI N VN3167Y103COM4,675$2,294,209dollars as filed
INNODATA INC457642205COM NEW43,814$2,244,153dollars as filed
VEEVA SYS INC CL A COM922475108Stock7,474$2,152,363dollars as filed
COINBASE GLOBAL INC COM CL A19260Q107Stock5,765$2,020,575dollars as filed
NOVANTA INC67000B104COM14,532$1,873,611dollars as filed
CADRE HLDGS INC COM12763L105Stock55,727$1,774,905dollars as filed
SUPERNUS PHARMACEUTICALS868459108COM56,115$1,768,745dollars as filed
VANGUARD STAR FDS921909768COM23,800$1,644,342dollars as filed
JOBY AVIATION INCg65163100COMMON STOCK153,600$1,620,480dollars as filed
TRIP COM GROUP LTD ADS89677Q107ADR26,639$1,562,111dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS2,500$1,552,250dollars as filed
ISHARES TR46434V423MSCI SAUDI ARBIA37,800$1,456,812dollars as filed
ISHARES INC MSCI TAIWAN ETF46434G772MSCI TAIWAN ETF18,000$1,033,200dollars as filed
MONSTER BEVERAGE CORP NEW COM61174X109Stock16,025$1,003,806dollars as filed
CYBERARK SOFTWARE LTD SHSM2682V108Stock2,454$998,484dollars as filed
FORTINET INC COM34959E109Stock8,008$846,606dollars as filed
ROLLINS INC COM775711104Stock13,870$782,545dollars as filed
CAMDEN PPTY TR SH BEN INT133131102REIT6,923$780,153dollars as filed
LIBERTY MEDIA CORP DEL COM LBTY ONE S C531229755Stock4,400$459,800dollars as filed
FAIR ISAAC CORP COM303250104Stock142$259,570dollars as filed
TYLER TECHNOLOGIES INC COM902252105Stock319$189,116dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001109147-25-000005this filing2025-08-07acceptance time not in the bulk data set