Filed: 8/7/2025ACC: 0001109147-25-000005
📋 What this filing means
AXIOM INVESTORS LLC /DE filed this quarterly 13F‑HR report disclosing 138 equity positions with a total reported market value of $12.19B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
138
Positions
$12.19B
Total AUM (reported)
68.11M
Total Shares
Allocation by class
COM$7.92B65.0%
CL A$1.18B9.7%
COM NEW$785.46M6.4%
SHS$685.22M5.6%
ADR$324.66M2.7%
SPONSORED ADR$277.98M2.3%
COM CL A$233.48M1.9%
Portfolio Concentration
Top 3$3.13B25.7%
4–10$3.95B32.4%
11–25$3.21B26.3%
Rest$1.90B15.6%
Top 3 weight
25.7%
Top 10 weight
58.1%
Voting Authority Distribution
Total shares with voting rights: 68.11M
Sole
Full voting authority
36.79M
shares
% of voting shares54.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
31.33M
shares
% of voting shares46.0%
Investment Discretion (by position count)
Sole138
Shared0
Other0
Dominant voting typeSole · 54.0% of voting shares
Institutional Holdings138
Rows:
MICROSOFT CORP
SOLEShares2.39M
TypeSH
Market value$1.19B
9.74%
Sole
1.08M
Shared
0.00
None
1.31M
NVIDIA CORPORATION
SOLEShares6.16M
TypeSH
Market value$973.91M
7.99%
Sole
2.78M
Shared
0.00
None
3.38M
NETFLIX INC
SOLEShares720.61K
TypeSH
Market value$964.99M
7.92%
Sole
373.92K
Shared
0.00
None
346.69K
AMAZON COM INC
SOLEShares4.14M
TypeSH
Market value$907.45M
7.45%
Sole
1.78M
Shared
0.00
None
2.36M
META PLATFORMS INC
SOLEShares1.04M
TypeSH
Market value$765.81M
6.28%
Sole
500.82K
Shared
0.00
None
536.74K
SPOTIFY TECHNOLOGY S A
SOLEShares837.59K
TypeSH
Market value$642.72M
5.27%
Sole
462.09K
Shared
0.00
None
375.50K
JPMORGAN CHASE & CO.
SOLEShares1.67M
TypeSH
Market value$482.77M
3.96%
Sole
888.97K
Shared
0.00
None
776.27K
MORGAN STANLEY
SOLEShares3.26M
TypeSH
Market value$459.10M
3.77%
Sole
1.64M
Shared
0.00
None
1.62M
BOSTON SCIENTIFIC CORP
SOLEShares3.32M
TypeSH
Market value$356.45M
2.92%
Sole
1.39M
Shared
0.00
None
1.93M
SERVICENOW INC
SOLEShares325.75K
TypeSH
Market value$334.90M
2.75%
Sole
132.66K
Shared
0.00
None
193.09K
ICICI BANK LIMITED
SOLEShares9.65M
TypeSH
Market value$324.66M
2.66%
Sole
8.10M
Shared
0.00
None
1.55M
GE VERNOVA INC
SOLEShares570.36K
TypeSH
Market value$301.80M
2.48%
Sole
414.63K
Shared
0.00
None
155.72K
PHILIP MORRIS INTL INC
SOLEShares1.53M
TypeSH
Market value$279.10M
2.29%
Sole
1.26M
Shared
0.00
None
269.23K
TRADEWEB MKTS INC
SOLEShares1.89M
TypeSH
Market value$277.27M
2.27%
Sole
890.43K
Shared
0.00
None
1M
GE AEROSPACE
SOLEShares928.96K
TypeSH
Market value$239.11M
1.96%
Sole
681.15K
Shared
0.00
None
247.81K
MERCADOLIBRE INC
SOLEShares89.19K
TypeSH
Market value$233.11M
1.91%
Sole
42.87K
Shared
0.00
None
46.32K
VISA INC
SOLEShares606.95K
TypeSH
Market value$215.50M
1.77%
Sole
55.66K
Shared
0.00
None
551.29K
COSTCO WHSL CORP NEW
SOLEShares213.78K
TypeSH
Market value$211.63M
1.74%
Sole
83.29K
Shared
0.00
None
130.48K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares906.37K
TypeSH
Market value$205.28M
1.68%
Sole
126.14K
Shared
0.00
None
780.23K
APPLE INC
SOLEShares967.85K
TypeSH
Market value$198.57M
1.63%
Sole
91.06K
Shared
0.00
None
876.79K
CINTAS CORP
SOLEShares849.33K
TypeSH
Market value$189.29M
1.55%
Sole
87.72K
Shared
0.00
None
761.61K
ALIBABA GROUP HLDG LTD
SOLEShares1.26M
TypeSH
Market value$143.13M
1.17%
Sole
926.26K
Shared
0.00
None
335.76K
AXON ENTERPRISE INC
SOLEShares164.24K
TypeSH
Market value$135.98M
1.12%
Sole
9.07K
Shared
0.00
None
155.16K
ALPHABET INC
SOLEShares728.12K
TypeSH
Market value$128.32M
1.05%
Sole
69.96K
Shared
0.00
None
658.16K
SEA LTD
SOLEShares797.58K
TypeSH
Market value$127.57M
1.05%
Sole
511.88K
Shared
0.00
None
285.71K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 2.39M | SH | $1.19B 9.74% | 1.08M | 0.00 | 1.31M |
NVIDIA CORPORATIONSOLE | COM | 6.16M | SH | $973.91M 7.99% | 2.78M | 0.00 | 3.38M |
NETFLIX INCSOLE | COM | 720.61K | SH | $964.99M 7.92% | 373.92K | 0.00 | 346.69K |
AMAZON COM INCSOLE | COM | 4.14M | SH | $907.45M 7.45% | 1.78M | 0.00 | 2.36M |
META PLATFORMS INCSOLE | CL A | 1.04M | SH | $765.81M 6.28% | 500.82K | 0.00 | 536.74K |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 837.59K | SH | $642.72M 5.27% | 462.09K | 0.00 | 375.50K |
JPMORGAN CHASE & CO.SOLE | COM | 1.67M | SH | $482.77M 3.96% | 888.97K | 0.00 | 776.27K |
MORGAN STANLEYSOLE | COM NEW | 3.26M | SH | $459.10M 3.77% | 1.64M | 0.00 | 1.62M |
BOSTON SCIENTIFIC CORPSOLE | COM | 3.32M | SH | $356.45M 2.92% | 1.39M | 0.00 | 1.93M |
SERVICENOW INCSOLE | COM | 325.75K | SH | $334.90M 2.75% | 132.66K | 0.00 | 193.09K |
ICICI BANK LIMITEDSOLE | ADR | 9.65M | SH | $324.66M 2.66% | 8.10M | 0.00 | 1.55M |
GE VERNOVA INCSOLE | COM | 570.36K | SH | $301.80M 2.48% | 414.63K | 0.00 | 155.72K |
PHILIP MORRIS INTL INCSOLE | COM | 1.53M | SH | $279.10M 2.29% | 1.26M | 0.00 | 269.23K |
TRADEWEB MKTS INCSOLE | CL A | 1.89M | SH | $277.27M 2.27% | 890.43K | 0.00 | 1M |
GE AEROSPACESOLE | COM NEW | 928.96K | SH | $239.11M 1.96% | 681.15K | 0.00 | 247.81K |
MERCADOLIBRE INCSOLE | COM | 89.19K | SH | $233.11M 1.91% | 42.87K | 0.00 | 46.32K |
VISA INCSOLE | COM CL A | 606.95K | SH | $215.50M 1.77% | 55.66K | 0.00 | 551.29K |
COSTCO WHSL CORP NEWSOLE | COM | 213.78K | SH | $211.63M 1.74% | 83.29K | 0.00 | 130.48K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADR | 906.37K | SH | $205.28M 1.68% | 126.14K | 0.00 | 780.23K |
APPLE INCSOLE | COM | 967.85K | SH | $198.57M 1.63% | 91.06K | 0.00 | 876.79K |
CINTAS CORPSOLE | COM | 849.33K | SH | $189.29M 1.55% | 87.72K | 0.00 | 761.61K |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 1.26M | SH | $143.13M 1.17% | 926.26K | 0.00 | 335.76K |
AXON ENTERPRISE INCSOLE | COM | 164.24K | SH | $135.98M 1.12% | 9.07K | 0.00 | 155.16K |
ALPHABET INCSOLE | CAP STK CL A | 728.12K | SH | $128.32M 1.05% | 69.96K | 0.00 | 658.16K |
SEA LTDSOLE | SPONSORD ADS | 797.58K | SH | $127.57M 1.05% | 511.88K | 0.00 | 285.71K |
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