Filed: 5/14/2026ACC: 0001109147-26-000003
📋 What this filing means
AXIOM INVESTORS LLC /DE filed this quarterly 13F‑HR report disclosing 121 equity positions with a total reported market value of $8.99B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
121
Positions
$8.99B
Total AUM (reported)
51.49M
Total Shares
Allocation by class
COM$4.89B54.4%
CAP STK CL A$1.02B11.3%
COM NEW$954.35M10.6%
CL A$689.65M7.7%
N Y REGISTRY SHS$501.16M5.6%
SPONSORED ADR$302.30M3.4%
SHS$155.03M1.7%
Portfolio Concentration
Top 3$3.10B34.5%
4–10$3.01B33.5%
11–25$1.60B17.9%
Rest$1.27B14.1%
Top 3 weight
34.5%
Top 10 weight
68.0%
Voting Authority Distribution
Total shares with voting rights: 51.49M
Sole
Full voting authority
29.86M
shares
% of voting shares58.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
21.62M
shares
% of voting shares42.0%
Investment Discretion (by position count)
Sole121
Shared0
Other0
Dominant voting typeSole · 58.0% of voting shares
Institutional Holdings121
Rows:
NVIDIA CORPORATION
SOLEShares7.15M
TypeSH
Market value$1.25B
13.87%
Sole
3.58M
Shared
0.00
None
3.57M
ALPHABET INC
SOLEShares3.53M
TypeSH
Market value$1.02B
11.30%
Sole
1.77M
Shared
0.00
None
1.76M
JPMORGAN CHASE & CO.
SOLEShares2.86M
TypeSH
Market value$840.13M
9.35%
Sole
1.58M
Shared
0.00
None
1.28M
AMPHENOL CORP NEW
SOLEShares4.27M
TypeSH
Market value$539.18M
6.00%
Sole
2.49M
Shared
0.00
None
1.78M
MORGAN STANLEY
SOLEShares3.11M
TypeSH
Market value$512.61M
5.70%
Sole
1.60M
Shared
0.00
None
1.52M
ASML HLDG NV
SOLEShares379.43K
TypeSH
Market value$501.16M
5.58%
Sole
280.13K
Shared
0.00
None
99.30K
AMAZON COM INC
SOLEShares2.38M
TypeSH
Market value$495.33M
5.51%
Sole
1.04M
Shared
0.00
None
1.33M
GE AEROSPACE
SOLEShares1.51M
TypeSH
Market value$429.53M
4.78%
Sole
1.08M
Shared
0.00
None
438.03K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares857.91K
TypeSH
Market value$289.93M
3.23%
Sole
151.51K
Shared
0.00
None
706.40K
GE VERNOVA INC
SOLEShares278.60K
TypeSH
Market value$243.19M
2.71%
Sole
187.98K
Shared
0.00
None
90.63K
BROADCOM INC
SOLEShares562.53K
TypeSH
Market value$174.11M
1.94%
Sole
79.18K
Shared
0.00
None
483.35K
APPLE INC
SOLEShares574.17K
TypeSH
Market value$145.72M
1.62%
Sole
70.28K
Shared
0.00
None
503.89K
TJX COS INC NEW
SOLEShares866.38K
TypeSH
Market value$138.36M
1.54%
Sole
113.46K
Shared
0.00
None
752.93K
MICROSOFT CORP
SOLEShares370.78K
TypeSH
Market value$137.25M
1.53%
Sole
178.60K
Shared
0.00
None
192.18K
META PLATFORMS INC
SOLEShares235.02K
TypeSH
Market value$134.46M
1.50%
Sole
112.95K
Shared
0.00
None
122.07K
HOWMET AEROSPACE INC
SOLEShares498.56K
TypeSH
Market value$114.90M
1.28%
Sole
75.40K
Shared
0.00
None
423.16K
ISHARES TR
SOLEShares1.21M
TypeSH
Market value$109.35M
1.22%
Sole
1.21M
Shared
0.00
None
0.00
CURTISS WRIGHT CORP
SOLEShares153.31K
TypeSH
Market value$104.42M
1.16%
Sole
4.39K
Shared
0.00
None
148.91K
AERCAP HOLDINGS NV
SOLEShares693.08K
TypeSH
Market value$95.08M
1.06%
Sole
94.76K
Shared
0.00
None
598.33K
DANAHER CORPORATION
SOLEShares446.06K
TypeSH
Market value$84.57M
0.94%
Sole
129.35K
Shared
0.00
None
316.71K
HERSHEY CO
SOLEShares380.68K
TypeSH
Market value$79.14M
0.88%
Sole
52.90K
Shared
0.00
None
327.78K
CINTAS CORP
SOLEShares445.44K
TypeSH
Market value$75.34M
0.84%
Sole
72.15K
Shared
0.00
None
373.29K
TERADYNE INC
SOLEShares253.46K
TypeSH
Market value$75.14M
0.84%
Sole
33.19K
Shared
0.00
None
220.27K
EMBRAER S.A.
SOLEShares1.17M
TypeSH
Market value$69.47M
0.77%
Sole
1.11M
Shared
0.00
None
65.33K
MICRON TECHNOLOGY INC
SOLEShares198.20K
TypeSH
Market value$66.96M
0.75%
Sole
0.00
Shared
0.00
None
198.20K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 7.15M | SH | $1.25B 13.87% | 3.58M | 0.00 | 3.57M |
ALPHABET INCSOLE | CAP STK CL A | 3.53M | SH | $1.02B 11.30% | 1.77M | 0.00 | 1.76M |
JPMORGAN CHASE & CO.SOLE | COM | 2.86M | SH | $840.13M 9.35% | 1.58M | 0.00 | 1.28M |
AMPHENOL CORP NEWSOLE | CL A | 4.27M | SH | $539.18M 6.00% | 2.49M | 0.00 | 1.78M |
MORGAN STANLEYSOLE | COM NEW | 3.11M | SH | $512.61M 5.70% | 1.60M | 0.00 | 1.52M |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 379.43K | SH | $501.16M 5.58% | 280.13K | 0.00 | 99.30K |
AMAZON COM INCSOLE | COM | 2.38M | SH | $495.33M 5.51% | 1.04M | 0.00 | 1.33M |
GE AEROSPACESOLE | COM NEW | 1.51M | SH | $429.53M 4.78% | 1.08M | 0.00 | 438.03K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADR | 857.91K | SH | $289.93M 3.23% | 151.51K | 0.00 | 706.40K |
GE VERNOVA INCSOLE | COM | 278.60K | SH | $243.19M 2.71% | 187.98K | 0.00 | 90.63K |
BROADCOM INCSOLE | COM | 562.53K | SH | $174.11M 1.94% | 79.18K | 0.00 | 483.35K |
APPLE INCSOLE | COM | 574.17K | SH | $145.72M 1.62% | 70.28K | 0.00 | 503.89K |
TJX COS INC NEWSOLE | COM | 866.38K | SH | $138.36M 1.54% | 113.46K | 0.00 | 752.93K |
MICROSOFT CORPSOLE | COM | 370.78K | SH | $137.25M 1.53% | 178.60K | 0.00 | 192.18K |
META PLATFORMS INCSOLE | CL A | 235.02K | SH | $134.46M 1.50% | 112.95K | 0.00 | 122.07K |
HOWMET AEROSPACE INCSOLE | COM | 498.56K | SH | $114.90M 1.28% | 75.40K | 0.00 | 423.16K |
ISHARES TRSOLE | CORE MSCI EAFE | 1.21M | SH | $109.35M 1.22% | 1.21M | 0.00 | 0.00 |
CURTISS WRIGHT CORPSOLE | COM | 153.31K | SH | $104.42M 1.16% | 4.39K | 0.00 | 148.91K |
AERCAP HOLDINGS NVSOLE | SHS | 693.08K | SH | $95.08M 1.06% | 94.76K | 0.00 | 598.33K |
DANAHER CORPORATIONSOLE | COM | 446.06K | SH | $84.57M 0.94% | 129.35K | 0.00 | 316.71K |
HERSHEY COSOLE | COM | 380.68K | SH | $79.14M 0.88% | 52.90K | 0.00 | 327.78K |
CINTAS CORPSOLE | COM | 445.44K | SH | $75.34M 0.84% | 72.15K | 0.00 | 373.29K |
TERADYNE INCSOLE | COM | 253.46K | SH | $75.14M 0.84% | 33.19K | 0.00 | 220.27K |
EMBRAER S.A.SOLE | SPONSORED ADS | 1.17M | SH | $69.47M 0.77% | 1.11M | 0.00 | 65.33K |
MICRON TECHNOLOGY INCSOLE | COM | 198.20K | SH | $66.96M 0.75% | 0.00 | 0.00 | 198.20K |
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