Filed: 5/14/2025ACC: 0001109147-25-000003
📋 What this filing means
AXIOM INVESTORS LLC /DE filed this quarterly 13F‑HR report disclosing 136 equity positions with a total reported market value of $10.42B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
136
Positions
$10.42B
Total AUM (reported)
77.15M
Total Shares
Allocation by class
COM$6.10B58.5%
CL A$1.14B10.9%
COM NEW$551.37M5.3%
SHS$517.86M5.0%
SPONSORED ADS$357.21M3.4%
COM CL A$339.98M3.3%
SPONSORED ADR$258.79M2.5%
Portfolio Concentration
Top 3$1.99B19.1%
4–10$2.77B26.6%
11–25$3.37B32.3%
Rest$2.28B21.9%
Top 3 weight
19.1%
Top 10 weight
45.8%
Voting Authority Distribution
Total shares with voting rights: 77.15M
Sole
Full voting authority
41.25M
shares
% of voting shares53.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
35.90M
shares
% of voting shares46.5%
Investment Discretion (by position count)
Sole136
Shared0
Other0
Dominant voting typeSole · 53.5% of voting shares
Institutional Holdings136
Rows:
META PLATFORMS INC
SOLEShares1.30M
TypeSH
Market value$750.60M
7.20%
Sole
584.61K
Shared
0.00
None
717.70K
NETFLIX INC
SOLEShares691.15K
TypeSH
Market value$644.52M
6.19%
Sole
352.80K
Shared
0.00
None
338.35K
AMAZON COM INC
SOLEShares3.15M
TypeSH
Market value$599.64M
5.76%
Sole
840.10K
Shared
0.00
None
2.31M
BOSTON SCIENTIFIC CORP
SOLEShares4.76M
TypeSH
Market value$480.11M
4.61%
Sole
2.24M
Shared
0.00
None
2.52M
MICROSOFT CORP
SOLEShares1.24M
TypeSH
Market value$466.00M
4.47%
Sole
372.93K
Shared
0.00
None
868.43K
JPMORGAN CHASE & CO.
SOLEShares1.72M
TypeSH
Market value$421.70M
4.05%
Sole
1.06M
Shared
0.00
None
660.60K
SPOTIFY TECHNOLOGY S A
SOLEShares719.68K
TypeSH
Market value$395.85M
3.80%
Sole
467.06K
Shared
0.00
None
252.62K
MORGAN STANLEY
SOLEShares3.11M
TypeSH
Market value$363.07M
3.48%
Sole
1.70M
Shared
0.00
None
1.41M
APPLE INC
SOLEShares1.53M
TypeSH
Market value$340.49M
3.27%
Sole
135K
Shared
0.00
None
1.40M
VISA INC
SOLEShares875.34K
TypeSH
Market value$306.77M
2.94%
Sole
73.99K
Shared
0.00
None
801.35K
NVIDIA CORPORATION
SOLEShares2.82M
TypeSH
Market value$306.07M
2.94%
Sole
924.27K
Shared
0.00
None
1.90M
TRADEWEB MKTS INC
SOLEShares1.94M
TypeSH
Market value$288.39M
2.77%
Sole
1.49M
Shared
0.00
None
448.25K
COSTCO WHSL CORP NEW
SOLEShares300.64K
TypeSH
Market value$284.34M
2.73%
Sole
146.83K
Shared
0.00
None
153.81K
ALIBABA GROUP HLDG LTD
SOLEShares2.09M
TypeSH
Market value$276.91M
2.66%
Sole
1.57M
Shared
0.00
None
521.91K
GALLAGHER ARTHUR J & CO
SOLEShares781.23K
TypeSH
Market value$269.71M
2.59%
Sole
600.93K
Shared
0.00
None
180.30K
ICICI BANK LIMITED
SOLEShares8.03M
TypeSH
Market value$253.21M
2.43%
Sole
6.96M
Shared
0.00
None
1.08M
BLACKSTONE INC
SOLEShares1.67M
TypeSH
Market value$233.44M
2.24%
Sole
680K
Shared
0.00
None
990.07K
CINTAS CORP
SOLEShares1.06M
TypeSH
Market value$217.62M
2.09%
Sole
103.33K
Shared
0.00
None
955.52K
SERVICENOW INC
SOLEShares271.50K
TypeSH
Market value$216.15M
2.07%
Sole
97.57K
Shared
0.00
None
173.93K
ALPHABET INC
SOLEShares1.27M
TypeSH
Market value$196.35M
1.88%
Sole
102.37K
Shared
0.00
None
1.17M
PROGRESSIVE CORP
SOLEShares687.46K
TypeSH
Market value$194.56M
1.87%
Sole
529.05K
Shared
0.00
None
158.41K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares1.08M
TypeSH
Market value$178.94M
1.72%
Sole
110K
Shared
0.00
None
967.96K
BELLRING BRANDS INC
SOLEShares2.25M
TypeSH
Market value$167.45M
1.61%
Sole
1.74M
Shared
0.00
None
507.25K
CHIPOTLE MEXICAN GRILL INC
SOLEShares2.92M
TypeSH
Market value$146.50M
1.41%
Sole
265.91K
Shared
0.00
None
2.65M
MERCADOLIBRE INC
SOLEShares69.82K
TypeSH
Market value$136.21M
1.31%
Sole
27.57K
Shared
0.00
None
42.25K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
META PLATFORMS INCSOLE | CL A | 1.30M | SH | $750.60M 7.20% | 584.61K | 0.00 | 717.70K |
NETFLIX INCSOLE | COM | 691.15K | SH | $644.52M 6.19% | 352.80K | 0.00 | 338.35K |
AMAZON COM INCSOLE | COM | 3.15M | SH | $599.64M 5.76% | 840.10K | 0.00 | 2.31M |
BOSTON SCIENTIFIC CORPSOLE | COM | 4.76M | SH | $480.11M 4.61% | 2.24M | 0.00 | 2.52M |
MICROSOFT CORPSOLE | COM | 1.24M | SH | $466.00M 4.47% | 372.93K | 0.00 | 868.43K |
JPMORGAN CHASE & CO.SOLE | COM | 1.72M | SH | $421.70M 4.05% | 1.06M | 0.00 | 660.60K |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 719.68K | SH | $395.85M 3.80% | 467.06K | 0.00 | 252.62K |
MORGAN STANLEYSOLE | COM NEW | 3.11M | SH | $363.07M 3.48% | 1.70M | 0.00 | 1.41M |
APPLE INCSOLE | COM | 1.53M | SH | $340.49M 3.27% | 135K | 0.00 | 1.40M |
VISA INCSOLE | COM CL A | 875.34K | SH | $306.77M 2.94% | 73.99K | 0.00 | 801.35K |
NVIDIA CORPORATIONSOLE | COM | 2.82M | SH | $306.07M 2.94% | 924.27K | 0.00 | 1.90M |
TRADEWEB MKTS INCSOLE | CL A | 1.94M | SH | $288.39M 2.77% | 1.49M | 0.00 | 448.25K |
COSTCO WHSL CORP NEWSOLE | COM | 300.64K | SH | $284.34M 2.73% | 146.83K | 0.00 | 153.81K |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 2.09M | SH | $276.91M 2.66% | 1.57M | 0.00 | 521.91K |
GALLAGHER ARTHUR J & COSOLE | COM | 781.23K | SH | $269.71M 2.59% | 600.93K | 0.00 | 180.30K |
ICICI BANK LIMITEDSOLE | ADR | 8.03M | SH | $253.21M 2.43% | 6.96M | 0.00 | 1.08M |
BLACKSTONE INCSOLE | COM | 1.67M | SH | $233.44M 2.24% | 680K | 0.00 | 990.07K |
CINTAS CORPSOLE | COM | 1.06M | SH | $217.62M 2.09% | 103.33K | 0.00 | 955.52K |
SERVICENOW INCSOLE | COM | 271.50K | SH | $216.15M 2.07% | 97.57K | 0.00 | 173.93K |
ALPHABET INCSOLE | CAP STK CL A | 1.27M | SH | $196.35M 1.88% | 102.37K | 0.00 | 1.17M |
PROGRESSIVE CORPSOLE | COM | 687.46K | SH | $194.56M 1.87% | 529.05K | 0.00 | 158.41K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADR | 1.08M | SH | $178.94M 1.72% | 110K | 0.00 | 967.96K |
BELLRING BRANDS INCSOLE | COMMON STOCK | 2.25M | SH | $167.45M 1.61% | 1.74M | 0.00 | 507.25K |
CHIPOTLE MEXICAN GRILL INCSOLE | COM | 2.92M | SH | $146.50M 1.41% | 265.91K | 0.00 | 2.65M |
MERCADOLIBRE INCSOLE | COM | 69.82K | SH | $136.21M 1.31% | 27.57K | 0.00 | 42.25K |
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