Filed: 11/12/2024ACC: 0001109147-24-000007
📋 What this filing means
AXIOM INVESTORS LLC /DE filed this quarterly 13F‑HR report disclosing 127 equity positions with a total reported market value of $11.39B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
127
Positions
$11.39B
Total AUM (reported)
72.47M
Total Shares
Allocation by class
COM$7.60B66.7%
CL A$1.65B14.5%
COM CL A$452.77M4.0%
SPONSORED ADR$409.77M3.6%
CAP STK CL A$401.43M3.5%
SHS$214.31M1.9%
ADR$158.60M1.4%
Portfolio Concentration
Top 3$3.20B28.1%
4–10$3.34B29.4%
11–25$2.73B24.0%
Rest$2.12B18.6%
Top 3 weight
28.1%
Top 10 weight
57.4%
Voting Authority Distribution
Total shares with voting rights: 72.47M
Sole
Full voting authority
40.80M
shares
% of voting shares56.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
31.67M
shares
% of voting shares43.7%
Investment Discretion (by position count)
Sole127
Shared0
Other0
Dominant voting typeSole · 56.3% of voting shares
Institutional Holdings127
Rows:
NVIDIA CORPORATION
SOLEShares10.64M
TypeSH
Market value$1.29B
11.35%
Sole
5.93M
Shared
0.00
None
4.72M
MICROSOFT CORP
SOLEShares2.31M
TypeSH
Market value$993.58M
8.72%
Sole
1.36M
Shared
0.00
None
948.53K
META PLATFORMS INC
SOLEShares1.59M
TypeSH
Market value$911.65M
8.01%
Sole
971.08K
Shared
0.00
None
621.49K
AMAZON COM INC
SOLEShares4.57M
TypeSH
Market value$850.67M
7.47%
Sole
2.09M
Shared
0.00
None
2.47M
NETFLIX INC
SOLEShares727.98K
TypeSH
Market value$516.33M
4.53%
Sole
395.92K
Shared
0.00
None
332.06K
MERCADOLIBRE INC
SOLEShares236.88K
TypeSH
Market value$486.06M
4.27%
Sole
157.66K
Shared
0.00
None
79.22K
ALPHABET INC
SOLEShares2.42M
TypeSH
Market value$401.43M
3.52%
Sole
842.28K
Shared
0.00
None
1.58M
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares2.11M
TypeSH
Market value$365.99M
3.21%
Sole
282.19K
Shared
0.00
None
1.83M
COSTCO WHSL CORP NEW
SOLEShares409.79K
TypeSH
Market value$363.29M
3.19%
Sole
226.41K
Shared
0.00
None
183.38K
APPLE INC
SOLEShares1.54M
TypeSH
Market value$359.09M
3.15%
Sole
143.41K
Shared
0.00
None
1.40M
LILLY ELI & CO
SOLEShares323.39K
TypeSH
Market value$286.50M
2.52%
Sole
129.93K
Shared
0.00
None
193.45K
TRADEWEB MKTS INC
SOLEShares2.04M
TypeSH
Market value$252.53M
2.22%
Sole
1.71M
Shared
0.00
None
334.67K
BOOZ ALLEN HAMILTON HLDG COR
SOLEShares1.48M
TypeSH
Market value$241.20M
2.12%
Sole
1.24M
Shared
0.00
None
246.63K
VERTIV HOLDINGS CO
SOLEShares2.36M
TypeSH
Market value$235.03M
2.06%
Sole
959.87K
Shared
0.00
None
1.40M
SERVICENOW INC
SOLEShares238.22K
TypeSH
Market value$213.06M
1.87%
Sole
86.93K
Shared
0.00
None
151.28K
VISA INC
SOLEShares747.21K
TypeSH
Market value$205.45M
1.80%
Sole
64.55K
Shared
0.00
None
682.66K
BLACKSTONE INC
SOLEShares1.23M
TypeSH
Market value$188.52M
1.66%
Sole
582.08K
Shared
0.00
None
649.05K
CINTAS CORP
SOLEShares799.22K
TypeSH
Market value$164.54M
1.44%
Sole
83.20K
Shared
0.00
None
716.02K
DANAHER CORPORATION
SOLEShares576.38K
TypeSH
Market value$160.25M
1.41%
Sole
54.37K
Shared
0.00
None
522.02K
ICICI BANK LIMITED
SOLEShares5.25M
TypeSH
Market value$156.77M
1.38%
Sole
4.74M
Shared
0.00
None
512.78K
GARTNER INC
SOLEShares276.06K
TypeSH
Market value$139.90M
1.23%
Sole
29.86K
Shared
0.00
None
246.20K
CADENCE DESIGN SYSTEM INC
SOLEShares491.41K
TypeSH
Market value$133.19M
1.17%
Sole
181.72K
Shared
0.00
None
309.69K
CHIPOTLE MEXICAN GRILL INC
SOLEShares2.21M
TypeSH
Market value$127.53M
1.12%
Sole
199.48K
Shared
0.00
None
2.01M
UBER TECHNOLOGIES INC
SOLEShares1.60M
TypeSH
Market value$120.34M
1.06%
Sole
147.45K
Shared
0.00
None
1.45M
AMERIPRISE FINL INC
SOLEShares229.07K
TypeSH
Market value$107.62M
0.94%
Sole
21.92K
Shared
0.00
None
207.15K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 10.64M | SH | $1.29B 11.35% | 5.93M | 0.00 | 4.72M |
MICROSOFT CORPSOLE | COM | 2.31M | SH | $993.58M 8.72% | 1.36M | 0.00 | 948.53K |
META PLATFORMS INCSOLE | CL A | 1.59M | SH | $911.65M 8.01% | 971.08K | 0.00 | 621.49K |
AMAZON COM INCSOLE | COM | 4.57M | SH | $850.67M 7.47% | 2.09M | 0.00 | 2.47M |
NETFLIX INCSOLE | COM | 727.98K | SH | $516.33M 4.53% | 395.92K | 0.00 | 332.06K |
MERCADOLIBRE INCSOLE | COM | 236.88K | SH | $486.06M 4.27% | 157.66K | 0.00 | 79.22K |
ALPHABET INCSOLE | CAP STK CL A | 2.42M | SH | $401.43M 3.52% | 842.28K | 0.00 | 1.58M |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADR | 2.11M | SH | $365.99M 3.21% | 282.19K | 0.00 | 1.83M |
COSTCO WHSL CORP NEWSOLE | COM | 409.79K | SH | $363.29M 3.19% | 226.41K | 0.00 | 183.38K |
APPLE INCSOLE | COM | 1.54M | SH | $359.09M 3.15% | 143.41K | 0.00 | 1.40M |
LILLY ELI & COSOLE | COM | 323.39K | SH | $286.50M 2.52% | 129.93K | 0.00 | 193.45K |
TRADEWEB MKTS INCSOLE | CL A | 2.04M | SH | $252.53M 2.22% | 1.71M | 0.00 | 334.67K |
BOOZ ALLEN HAMILTON HLDG CORSOLE | CL A | 1.48M | SH | $241.20M 2.12% | 1.24M | 0.00 | 246.63K |
VERTIV HOLDINGS COSOLE | COM CL A | 2.36M | SH | $235.03M 2.06% | 959.87K | 0.00 | 1.40M |
SERVICENOW INCSOLE | COM | 238.22K | SH | $213.06M 1.87% | 86.93K | 0.00 | 151.28K |
VISA INCSOLE | COM CL A | 747.21K | SH | $205.45M 1.80% | 64.55K | 0.00 | 682.66K |
BLACKSTONE INCSOLE | COM | 1.23M | SH | $188.52M 1.66% | 582.08K | 0.00 | 649.05K |
CINTAS CORPSOLE | COM | 799.22K | SH | $164.54M 1.44% | 83.20K | 0.00 | 716.02K |
DANAHER CORPORATIONSOLE | COM | 576.38K | SH | $160.25M 1.41% | 54.37K | 0.00 | 522.02K |
ICICI BANK LIMITEDSOLE | ADR | 5.25M | SH | $156.77M 1.38% | 4.74M | 0.00 | 512.78K |
GARTNER INCSOLE | COM | 276.06K | SH | $139.90M 1.23% | 29.86K | 0.00 | 246.20K |
CADENCE DESIGN SYSTEM INCSOLE | COM | 491.41K | SH | $133.19M 1.17% | 181.72K | 0.00 | 309.69K |
CHIPOTLE MEXICAN GRILL INCSOLE | COM | 2.21M | SH | $127.53M 1.12% | 199.48K | 0.00 | 2.01M |
UBER TECHNOLOGIES INCSOLE | COM | 1.60M | SH | $120.34M 1.06% | 147.45K | 0.00 | 1.45M |
AMERIPRISE FINL INCSOLE | COM | 229.07K | SH | $107.62M 0.94% | 21.92K | 0.00 | 207.15K |
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