Filed: 11/14/2025ACC: 0001109147-25-000008
📋 What this filing means
AXIOM INVESTORS LLC /DE filed this quarterly 13F‑HR report disclosing 128 equity positions with a total reported market value of $13.58B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
128
Positions
$13.58B
Total AUM (reported)
76.43M
Total Shares
Allocation by class
COM$8.57B63.2%
CL A$1.61B11.8%
COM NEW$1.05B7.7%
COM CL A$564.62M4.2%
SHS$423.10M3.1%
SPONSORED ADR$284.07M2.1%
CAP STK CL A$208.90M1.5%
Portfolio Concentration
Top 3$3.72B27.4%
4–10$4.27B31.5%
11–25$3.52B25.9%
Rest$2.07B15.2%
Top 3 weight
27.4%
Top 10 weight
58.8%
Voting Authority Distribution
Total shares with voting rights: 76.43M
Sole
Full voting authority
42.42M
shares
% of voting shares55.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
34.01M
shares
% of voting shares44.5%
Investment Discretion (by position count)
Sole128
Shared0
Other0
Dominant voting typeSole · 55.5% of voting shares
Institutional Holdings128
Rows:
NVIDIA CORPORATION
SOLEShares7.54M
TypeSH
Market value$1.41B
10.36%
Sole
3.21M
Shared
0.00
None
4.33M
MICROSOFT CORP
SOLEShares2.46M
TypeSH
Market value$1.27B
9.39%
Sole
1.06M
Shared
0.00
None
1.40M
META PLATFORMS INC
SOLEShares1.41M
TypeSH
Market value$1.03B
7.62%
Sole
715.33K
Shared
0.00
None
693.13K
AMAZON COM INC
SOLEShares3.80M
TypeSH
Market value$834.81M
6.15%
Sole
1.70M
Shared
0.00
None
2.10M
NETFLIX INC
SOLEShares659.83K
TypeSH
Market value$791.09M
5.83%
Sole
318.51K
Shared
0.00
None
341.32K
ORACLE CORP
SOLEShares2.19M
TypeSH
Market value$614.74M
4.53%
Sole
977.43K
Shared
0.00
None
1.21M
MORGAN STANLEY
SOLEShares3.80M
TypeSH
Market value$604.68M
4.45%
Sole
1.80M
Shared
0.00
None
2.01M
JPMORGAN CHASE & CO.
SOLEShares1.73M
TypeSH
Market value$546.11M
4.02%
Sole
860.89K
Shared
0.00
None
870.43K
APPLOVIN CORP
SOLEShares620.48K
TypeSH
Market value$445.84M
3.28%
Sole
296.33K
Shared
0.00
None
324.15K
SERVICENOW INC
SOLEShares472.98K
TypeSH
Market value$435.27M
3.21%
Sole
200.73K
Shared
0.00
None
272.25K
GE AEROSPACE
SOLEShares1.28M
TypeSH
Market value$385.44M
2.84%
Sole
832.60K
Shared
0.00
None
448.70K
AMPHENOL CORP NEW
SOLEShares2.97M
TypeSH
Market value$367.68M
2.71%
Sole
1.64M
Shared
0.00
None
1.33M
SPOTIFY TECHNOLOGY S A
SOLEShares514.71K
TypeSH
Market value$359.27M
2.65%
Sole
247.54K
Shared
0.00
None
267.17K
GE VERNOVA INC
SOLEShares578.19K
TypeSH
Market value$355.53M
2.62%
Sole
374.74K
Shared
0.00
None
203.45K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares1.01M
TypeSH
Market value$281.62M
2.07%
Sole
153.85K
Shared
0.00
None
854.50K
BOSTON SCIENTIFIC CORP
SOLEShares2.57M
TypeSH
Market value$251.36M
1.85%
Sole
949.05K
Shared
0.00
None
1.63M
ALPHABET INC
SOLEShares859.31K
TypeSH
Market value$208.90M
1.54%
Sole
93.67K
Shared
0.00
None
765.64K
BROADCOM INC
SOLEShares624K
TypeSH
Market value$205.86M
1.52%
Sole
99.33K
Shared
0.00
None
524.67K
APPLE INC
SOLEShares742.22K
TypeSH
Market value$188.99M
1.39%
Sole
74.21K
Shared
0.00
None
668.01K
MERCADOLIBRE INC
SOLEShares78.01K
TypeSH
Market value$182.30M
1.34%
Sole
44.02K
Shared
0.00
None
33.99K
SEA LTD
SOLEShares971.75K
TypeSH
Market value$173.68M
1.28%
Sole
707.16K
Shared
0.00
None
264.59K
ICICI BANK LIMITED
SOLEShares5.08M
TypeSH
Market value$153.51M
1.13%
Sole
4.17M
Shared
0.00
None
905.95K
SHOPIFY INC
SOLEShares1.02M
TypeSH
Market value$151.87M
1.12%
Sole
1.02M
Shared
0.00
None
0.00
CINTAS CORP
SOLEShares681.67K
TypeSH
Market value$139.92M
1.03%
Sole
76.87K
Shared
0.00
None
604.79K
NU HLDGS LTD
SOLEShares7.28M
TypeSH
Market value$116.58M
0.86%
Sole
5.47M
Shared
0.00
None
1.81M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 7.54M | SH | $1.41B 10.36% | 3.21M | 0.00 | 4.33M |
MICROSOFT CORPSOLE | COM | 2.46M | SH | $1.27B 9.39% | 1.06M | 0.00 | 1.40M |
META PLATFORMS INCSOLE | CL A | 1.41M | SH | $1.03B 7.62% | 715.33K | 0.00 | 693.13K |
AMAZON COM INCSOLE | COM | 3.80M | SH | $834.81M 6.15% | 1.70M | 0.00 | 2.10M |
NETFLIX INCSOLE | COM | 659.83K | SH | $791.09M 5.83% | 318.51K | 0.00 | 341.32K |
ORACLE CORPSOLE | COM | 2.19M | SH | $614.74M 4.53% | 977.43K | 0.00 | 1.21M |
MORGAN STANLEYSOLE | COM NEW | 3.80M | SH | $604.68M 4.45% | 1.80M | 0.00 | 2.01M |
JPMORGAN CHASE & CO.SOLE | COM | 1.73M | SH | $546.11M 4.02% | 860.89K | 0.00 | 870.43K |
APPLOVIN CORPSOLE | COM CL A | 620.48K | SH | $445.84M 3.28% | 296.33K | 0.00 | 324.15K |
SERVICENOW INCSOLE | COM | 472.98K | SH | $435.27M 3.21% | 200.73K | 0.00 | 272.25K |
GE AEROSPACESOLE | COM NEW | 1.28M | SH | $385.44M 2.84% | 832.60K | 0.00 | 448.70K |
AMPHENOL CORP NEWSOLE | CL A | 2.97M | SH | $367.68M 2.71% | 1.64M | 0.00 | 1.33M |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 514.71K | SH | $359.27M 2.65% | 247.54K | 0.00 | 267.17K |
GE VERNOVA INCSOLE | COM | 578.19K | SH | $355.53M 2.62% | 374.74K | 0.00 | 203.45K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADR | 1.01M | SH | $281.62M 2.07% | 153.85K | 0.00 | 854.50K |
BOSTON SCIENTIFIC CORPSOLE | COM | 2.57M | SH | $251.36M 1.85% | 949.05K | 0.00 | 1.63M |
ALPHABET INCSOLE | CAP STK CL A | 859.31K | SH | $208.90M 1.54% | 93.67K | 0.00 | 765.64K |
BROADCOM INCSOLE | COM | 624K | SH | $205.86M 1.52% | 99.33K | 0.00 | 524.67K |
APPLE INCSOLE | COM | 742.22K | SH | $188.99M 1.39% | 74.21K | 0.00 | 668.01K |
MERCADOLIBRE INCSOLE | COM | 78.01K | SH | $182.30M 1.34% | 44.02K | 0.00 | 33.99K |
SEA LTDSOLE | SPONSORD ADS | 971.75K | SH | $173.68M 1.28% | 707.16K | 0.00 | 264.59K |
ICICI BANK LIMITEDSOLE | ADR | 5.08M | SH | $153.51M 1.13% | 4.17M | 0.00 | 905.95K |
SHOPIFY INCSOLE | CL A | 1.02M | SH | $151.87M 1.12% | 1.02M | 0.00 | 0.00 |
CINTAS CORPSOLE | COM | 681.67K | SH | $139.92M 1.03% | 76.87K | 0.00 | 604.79K |
NU HLDGS LTDSOLE | ORD SHS CL A | 7.28M | SH | $116.58M 0.86% | 5.47M | 0.00 | 1.81M |
Page 1 of 6
…