Filed: 5/13/2024ACC: 0001109147-24-000003
📋 What this filing means
AXIOM INVESTORS LLC /DE filed this quarterly 13F‑HR report disclosing 137 equity positions with a total reported market value of $11.46B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
137
Positions
$11.46B
Total AUM (reported)
73.72M
Total Shares
Allocation by class
COM$7.95B69.4%
CL A$1.37B12.0%
SPONSORED ADR$416.37M3.6%
SPONSORED ADS$366.50M3.2%
CAP STK CL A$263.97M2.3%
COM CL A$251.76M2.2%
SHS$180.75M1.6%
Portfolio Concentration
Top 3$3.24B28.3%
4–10$2.94B25.7%
11–25$2.85B24.9%
Rest$2.43B21.2%
Top 3 weight
28.3%
Top 10 weight
53.9%
Voting Authority Distribution
Total shares with voting rights: 73.72M
Sole
Full voting authority
43.79M
shares
% of voting shares59.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
29.93M
shares
% of voting shares40.6%
Investment Discretion (by position count)
Sole137
Shared0
Other0
Dominant voting typeSole · 59.4% of voting shares
Institutional Holdings137
Rows:
NVIDIA CORPORATION
SOLEShares1.67M
TypeSH
Market value$1.51B
13.19%
Sole
970.40K
Shared
0.00
None
702.10K
MICROSOFT CORP
SOLEShares2.24M
TypeSH
Market value$942.59M
8.23%
Sole
1.24M
Shared
0.00
None
1M
AMAZON COM INC
SOLEShares4.35M
TypeSH
Market value$784.08M
6.84%
Sole
1.87M
Shared
0.00
None
2.48M
META PLATFORMS INC
SOLEShares1.36M
TypeSH
Market value$660.82M
5.77%
Sole
780.67K
Shared
0.00
None
580.21K
MERCADOLIBRE INC
SOLEShares303.82K
TypeSH
Market value$459.37M
4.01%
Sole
189.44K
Shared
0.00
None
114.39K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares2.93M
TypeSH
Market value$398.08M
3.47%
Sole
882.57K
Shared
0.00
None
2.04M
LILLY ELI & CO
SOLEShares490.75K
TypeSH
Market value$381.79M
3.33%
Sole
214.25K
Shared
0.00
None
276.50K
NETEASE INC
SOLEShares577.20K
TypeSH
Market value$350.55M
3.06%
Sole
297.81K
Shared
0.00
None
279.40K
SERVICENOW INC
SOLEShares458.30K
TypeSH
Market value$349.41M
3.05%
Sole
148.49K
Shared
0.00
None
309.81K
GARTNER INC
SOLEShares714.64K
TypeSH
Market value$340.65M
2.97%
Sole
334.22K
Shared
0.00
None
380.42K
CADENCE DESIGN SYSTEM INC
SOLEShares999.46K
TypeSH
Market value$311.11M
2.72%
Sole
619.33K
Shared
0.00
None
380.13K
ALPHABET INC
SOLEShares1.75M
TypeSH
Market value$263.97M
2.30%
Sole
185.72K
Shared
0.00
None
1.56M
COSTCO WHSL CORP NEW
SOLEShares355.85K
TypeSH
Market value$260.71M
2.28%
Sole
195.87K
Shared
0.00
None
159.98K
BLACKSTONE INC
SOLEShares1.68M
TypeSH
Market value$220.08M
1.92%
Sole
928.73K
Shared
0.00
None
746.54K
VISA INC
SOLEShares767.19K
TypeSH
Market value$214.11M
1.87%
Sole
76.39K
Shared
0.00
None
690.80K
BOOZ ALLEN HAMILTON HLDG COR
SOLEShares1.27M
TypeSH
Market value$188.81M
1.65%
Sole
1.02M
Shared
0.00
None
247.10K
UBER TECHNOLOGIES INC
SOLEShares2.44M
TypeSH
Market value$187.88M
1.64%
Sole
245.48K
Shared
0.00
None
2.19M
COPART INC
SOLEShares3.04M
TypeSH
Market value$175.88M
1.53%
Sole
1.15M
Shared
0.00
None
1.88M
TOPBUILD CORP
SOLEShares395.47K
TypeSH
Market value$174.30M
1.52%
Sole
312.31K
Shared
0.00
None
83.17K
TRADEWEB MKTS INC
SOLEShares1.61M
TypeSH
Market value$167.93M
1.47%
Sole
1.26M
Shared
0.00
None
353.36K
ADOBE SYSTEMS INCORPORATED
SOLEShares332.03K
TypeSH
Market value$167.54M
1.46%
Sole
33.41K
Shared
0.00
None
298.61K
DANAHER CORPORATION
SOLEShares597.40K
TypeSH
Market value$149.18M
1.30%
Sole
60.12K
Shared
0.00
None
537.28K
INTERCONTINENTAL EXCHANGE IN
SOLEShares966.55K
TypeSH
Market value$132.83M
1.16%
Sole
761.38K
Shared
0.00
None
205.18K
CINTAS CORP
SOLEShares180.22K
TypeSH
Market value$123.82M
1.08%
Sole
19.52K
Shared
0.00
None
160.70K
GALLAGHER ARTHUR J & CO
SOLEShares439.16K
TypeSH
Market value$109.81M
0.96%
Sole
349.52K
Shared
0.00
None
89.64K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 1.67M | SH | $1.51B 13.19% | 970.40K | 0.00 | 702.10K |
MICROSOFT CORPSOLE | COM | 2.24M | SH | $942.59M 8.23% | 1.24M | 0.00 | 1M |
AMAZON COM INCSOLE | COM | 4.35M | SH | $784.08M 6.84% | 1.87M | 0.00 | 2.48M |
META PLATFORMS INCSOLE | CL A | 1.36M | SH | $660.82M 5.77% | 780.67K | 0.00 | 580.21K |
MERCADOLIBRE INCSOLE | COM | 303.82K | SH | $459.37M 4.01% | 189.44K | 0.00 | 114.39K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADR | 2.93M | SH | $398.08M 3.47% | 882.57K | 0.00 | 2.04M |
LILLY ELI & COSOLE | COM | 490.75K | SH | $381.79M 3.33% | 214.25K | 0.00 | 276.50K |
NETEASE INCSOLE | SPONSORED ADS | 577.20K | SH | $350.55M 3.06% | 297.81K | 0.00 | 279.40K |
SERVICENOW INCSOLE | COM | 458.30K | SH | $349.41M 3.05% | 148.49K | 0.00 | 309.81K |
GARTNER INCSOLE | COM | 714.64K | SH | $340.65M 2.97% | 334.22K | 0.00 | 380.42K |
CADENCE DESIGN SYSTEM INCSOLE | COM | 999.46K | SH | $311.11M 2.72% | 619.33K | 0.00 | 380.13K |
ALPHABET INCSOLE | CAP STK CL A | 1.75M | SH | $263.97M 2.30% | 185.72K | 0.00 | 1.56M |
COSTCO WHSL CORP NEWSOLE | COM | 355.85K | SH | $260.71M 2.28% | 195.87K | 0.00 | 159.98K |
BLACKSTONE INCSOLE | COM | 1.68M | SH | $220.08M 1.92% | 928.73K | 0.00 | 746.54K |
VISA INCSOLE | COM CL A | 767.19K | SH | $214.11M 1.87% | 76.39K | 0.00 | 690.80K |
BOOZ ALLEN HAMILTON HLDG CORSOLE | CL A | 1.27M | SH | $188.81M 1.65% | 1.02M | 0.00 | 247.10K |
UBER TECHNOLOGIES INCSOLE | COM | 2.44M | SH | $187.88M 1.64% | 245.48K | 0.00 | 2.19M |
COPART INCSOLE | COM | 3.04M | SH | $175.88M 1.53% | 1.15M | 0.00 | 1.88M |
TOPBUILD CORPSOLE | COM | 395.47K | SH | $174.30M 1.52% | 312.31K | 0.00 | 83.17K |
TRADEWEB MKTS INCSOLE | CL A | 1.61M | SH | $167.93M 1.47% | 1.26M | 0.00 | 353.36K |
ADOBE SYSTEMS INCORPORATEDSOLE | COM | 332.03K | SH | $167.54M 1.46% | 33.41K | 0.00 | 298.61K |
DANAHER CORPORATIONSOLE | COM | 597.40K | SH | $149.18M 1.30% | 60.12K | 0.00 | 537.28K |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 966.55K | SH | $132.83M 1.16% | 761.38K | 0.00 | 205.18K |
CINTAS CORPSOLE | COM | 180.22K | SH | $123.82M 1.08% | 19.52K | 0.00 | 160.70K |
GALLAGHER ARTHUR J & COSOLE | COM | 439.16K | SH | $109.81M 0.96% | 349.52K | 0.00 | 89.64K |
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