Filed: 2/12/2025ACC: 0001109147-25-000001
📋 What this filing means
AXIOM INVESTORS LLC /DE filed this quarterly 13F‑HR report disclosing 134 equity positions with a total reported market value of $13.57B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
134
Positions
$13.57B
Total AUM (reported)
89.24M
Total Shares
Allocation by class
COM$8.82B65.0%
CL A$1.69B12.4%
CAP STK CL A$645.43M4.8%
SPONSORED ADR$572.17M4.2%
COM CL A$539.27M4.0%
SHS$227.39M1.7%
ADR$225.14M1.7%
Portfolio Concentration
Top 3$3.65B26.9%
4–10$4.16B30.7%
11–25$3.19B23.5%
Rest$2.57B18.9%
Top 3 weight
26.9%
Top 10 weight
57.5%
Voting Authority Distribution
Total shares with voting rights: 89.24M
Sole
Full voting authority
46.77M
shares
% of voting shares52.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
42.46M
shares
% of voting shares47.6%
Investment Discretion (by position count)
Sole134
Shared0
Other0
Dominant voting typeSole · 52.4% of voting shares
Institutional Holdings134
Rows:
NVIDIA CORPORATION
SOLEShares10.67M
TypeSH
Market value$1.43B
10.56%
Sole
5.43M
Shared
0.00
None
5.24M
META PLATFORMS INC
SOLEShares1.91M
TypeSH
Market value$1.12B
8.24%
Sole
1.05M
Shared
0.00
None
859.57K
AMAZON COM INC
SOLEShares5.01M
TypeSH
Market value$1.10B
8.09%
Sole
2.09M
Shared
0.00
None
2.91M
MICROSOFT CORP
SOLEShares2.48M
TypeSH
Market value$1.05B
7.71%
Sole
1.34M
Shared
0.00
None
1.14M
NETFLIX INC
SOLEShares894.91K
TypeSH
Market value$797.65M
5.88%
Sole
445.71K
Shared
0.00
None
449.20K
ALPHABET INC
SOLEShares3.41M
TypeSH
Market value$645.43M
4.76%
Sole
1.29M
Shared
0.00
None
2.12M
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares2.41M
TypeSH
Market value$475.78M
3.51%
Sole
294.06K
Shared
0.00
None
2.12M
APPLE INC
SOLEShares1.72M
TypeSH
Market value$431.68M
3.18%
Sole
148.57K
Shared
0.00
None
1.58M
SERVICENOW INC
SOLEShares398.59K
TypeSH
Market value$422.56M
3.11%
Sole
180.20K
Shared
0.00
None
218.40K
BLACKSTONE INC
SOLEShares1.98M
TypeSH
Market value$342.24M
2.52%
Sole
902.72K
Shared
0.00
None
1.08M
BOSTON SCIENTIFIC CORP
SOLEShares3.75M
TypeSH
Market value$335.17M
2.47%
Sole
1.44M
Shared
0.00
None
2.32M
COSTCO WHSL CORP NEW
SOLEShares345.82K
TypeSH
Market value$316.86M
2.33%
Sole
174.37K
Shared
0.00
None
171.44K
VERTIV HOLDINGS CO
SOLEShares2.34M
TypeSH
Market value$265.30M
1.95%
Sole
941.70K
Shared
0.00
None
1.39M
VISA INC
SOLEShares836.42K
TypeSH
Market value$264.34M
1.95%
Sole
67.06K
Shared
0.00
None
769.35K
TRADEWEB MKTS INC
SOLEShares1.97M
TypeSH
Market value$258.12M
1.90%
Sole
1.52M
Shared
0.00
None
450.35K
ICICI BANK LIMITED
SOLEShares7.49M
TypeSH
Market value$223.78M
1.65%
Sole
6.42M
Shared
0.00
None
1.07M
JPMORGAN CHASE & CO.
SOLEShares930.28K
TypeSH
Market value$223.00M
1.64%
Sole
722K
Shared
0.00
None
208.28K
MORGAN STANLEY
SOLEShares1.56M
TypeSH
Market value$195.74M
1.44%
Sole
1.21M
Shared
0.00
None
345.06K
CHIPOTLE MEXICAN GRILL INC
SOLEShares3.08M
TypeSH
Market value$185.81M
1.37%
Sole
307.71K
Shared
0.00
None
2.77M
CINTAS CORP
SOLEShares910.99K
TypeSH
Market value$166.44M
1.23%
Sole
87.36K
Shared
0.00
None
823.63K
DANAHER CORPORATION
SOLEShares716.58K
TypeSH
Market value$164.49M
1.21%
Sole
63.28K
Shared
0.00
None
653.29K
GALLAGHER ARTHUR J & CO
SOLEShares579.33K
TypeSH
Market value$164.44M
1.21%
Sole
449.65K
Shared
0.00
None
129.68K
GARTNER INC
SOLEShares305.33K
TypeSH
Market value$147.93M
1.09%
Sole
25.47K
Shared
0.00
None
279.86K
MERCADOLIBRE INC
SOLEShares83.93K
TypeSH
Market value$142.72M
1.05%
Sole
24.70K
Shared
0.00
None
59.23K
AMERIPRISE FINL INC
SOLEShares256.12K
TypeSH
Market value$136.37M
1.00%
Sole
22.67K
Shared
0.00
None
233.45K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 10.67M | SH | $1.43B 10.56% | 5.43M | 0.00 | 5.24M |
META PLATFORMS INCSOLE | CL A | 1.91M | SH | $1.12B 8.24% | 1.05M | 0.00 | 859.57K |
AMAZON COM INCSOLE | COM | 5.01M | SH | $1.10B 8.09% | 2.09M | 0.00 | 2.91M |
MICROSOFT CORPSOLE | COM | 2.48M | SH | $1.05B 7.71% | 1.34M | 0.00 | 1.14M |
NETFLIX INCSOLE | COM | 894.91K | SH | $797.65M 5.88% | 445.71K | 0.00 | 449.20K |
ALPHABET INCSOLE | CAP STK CL A | 3.41M | SH | $645.43M 4.76% | 1.29M | 0.00 | 2.12M |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADR | 2.41M | SH | $475.78M 3.51% | 294.06K | 0.00 | 2.12M |
APPLE INCSOLE | COM | 1.72M | SH | $431.68M 3.18% | 148.57K | 0.00 | 1.58M |
SERVICENOW INCSOLE | COM | 398.59K | SH | $422.56M 3.11% | 180.20K | 0.00 | 218.40K |
BLACKSTONE INCSOLE | COM | 1.98M | SH | $342.24M 2.52% | 902.72K | 0.00 | 1.08M |
BOSTON SCIENTIFIC CORPSOLE | COM | 3.75M | SH | $335.17M 2.47% | 1.44M | 0.00 | 2.32M |
COSTCO WHSL CORP NEWSOLE | COM | 345.82K | SH | $316.86M 2.33% | 174.37K | 0.00 | 171.44K |
VERTIV HOLDINGS COSOLE | COM CL A | 2.34M | SH | $265.30M 1.95% | 941.70K | 0.00 | 1.39M |
VISA INCSOLE | COM CL A | 836.42K | SH | $264.34M 1.95% | 67.06K | 0.00 | 769.35K |
TRADEWEB MKTS INCSOLE | CL A | 1.97M | SH | $258.12M 1.90% | 1.52M | 0.00 | 450.35K |
ICICI BANK LIMITEDSOLE | ADR | 7.49M | SH | $223.78M 1.65% | 6.42M | 0.00 | 1.07M |
JPMORGAN CHASE & CO.SOLE | COM | 930.28K | SH | $223.00M 1.64% | 722K | 0.00 | 208.28K |
MORGAN STANLEYSOLE | COM NEW | 1.56M | SH | $195.74M 1.44% | 1.21M | 0.00 | 345.06K |
CHIPOTLE MEXICAN GRILL INCSOLE | COM | 3.08M | SH | $185.81M 1.37% | 307.71K | 0.00 | 2.77M |
CINTAS CORPSOLE | COM | 910.99K | SH | $166.44M 1.23% | 87.36K | 0.00 | 823.63K |
DANAHER CORPORATIONSOLE | COM | 716.58K | SH | $164.49M 1.21% | 63.28K | 0.00 | 653.29K |
GALLAGHER ARTHUR J & COSOLE | COM | 579.33K | SH | $164.44M 1.21% | 449.65K | 0.00 | 129.68K |
GARTNER INCSOLE | COM | 305.33K | SH | $147.93M 1.09% | 25.47K | 0.00 | 279.86K |
MERCADOLIBRE INCSOLE | COM | 83.93K | SH | $142.72M 1.05% | 24.70K | 0.00 | 59.23K |
AMERIPRISE FINL INCSOLE | COM | 256.12K | SH | $136.37M 1.00% | 22.67K | 0.00 | 233.45K |
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