AXIOM INVESTORS LLC /DE

PrivateCIK: 1109147

Location

GREENWICH, CT

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%

NVIDIA CORPORATION

SOLE

COM

Shares7.15M

TypeSH

Market value$1.25B

13.87%

Sole

3.58M

Shared

0.00

None

3.57M

ALPHABET INC

SOLE

CAP STK CL A

Shares3.53M

TypeSH

Market value$1.02B

11.30%

Sole

1.77M

Shared

0.00

None

1.76M

JPMORGAN CHASE & CO.

SOLE

COM

Shares2.86M

TypeSH

Market value$840.13M

9.35%

Sole

1.58M

Shared

0.00

None

1.28M

AMPHENOL CORP NEW

SOLE

CL A

Shares4.27M

TypeSH

Market value$539.18M

6.00%

Sole

2.49M

Shared

0.00

None

1.78M

MORGAN STANLEY

SOLE

COM NEW

Shares3.11M

TypeSH

Market value$512.61M

5.70%

Sole

1.60M

Shared

0.00

None

1.52M

ASML HLDG NV

SOLE

N Y REGISTRY SHS

Shares379.43K

TypeSH

Market value$501.16M

5.58%

Sole

280.13K

Shared

0.00

None

99.30K

AMAZON COM INC

SOLE

COM

Shares2.38M

TypeSH

Market value$495.33M

5.51%

Sole

1.04M

Shared

0.00

None

1.33M

GE AEROSPACE

SOLE

COM NEW

Shares1.51M

TypeSH

Market value$429.53M

4.78%

Sole

1.08M

Shared

0.00

None

438.03K

TAIWAN SEMICONDUCTOR MFG LTD

SOLE

GE VERNOVA INC

SOLE

COM

Shares278.60K

TypeSH

Market value$243.19M

2.71%

Sole

187.98K

Shared

0.00

None

90.63K

BROADCOM INC

SOLE

COM

Shares562.53K

TypeSH

Market value$174.11M

1.94%

Sole

79.18K

Shared

0.00

None

483.35K

APPLE INC

SOLE

COM

Shares574.17K

TypeSH

Market value$145.72M

1.62%

Sole

70.28K

Shared

0.00

None

503.89K

TJX COS INC NEW

SOLE

COM

Shares866.38K

TypeSH

Market value$138.36M

1.54%

Sole

113.46K

Shared

0.00

None

752.93K

MICROSOFT CORP

SOLE

COM

Shares370.78K

TypeSH

Market value$137.25M

1.53%

Sole

178.60K

Shared

0.00

None

192.18K

META PLATFORMS INC

SOLE

CL A

Shares235.02K

TypeSH

Market value$134.46M

1.50%

Sole

112.95K

Shared

0.00

None

122.07K

HOWMET AEROSPACE INC

SOLE

COM

Shares498.56K

TypeSH

Market value$114.90M

1.28%

Sole

75.40K

Shared

0.00

None

423.16K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares1.21M

TypeSH

Market value$109.35M

1.22%

Sole

1.21M

Shared

0.00

None

0.00

CURTISS WRIGHT CORP

SOLE

COM

Shares153.31K

TypeSH

Market value$104.42M

1.16%

Sole

4.39K

Shared

0.00

None

148.91K

AERCAP HOLDINGS NV

SOLE

SHS

Shares693.08K

TypeSH

Market value$95.08M

1.06%

Sole

94.76K

Shared

0.00

None

598.33K

DANAHER CORPORATION

SOLE

COM

Shares446.06K

TypeSH

Market value$84.57M

0.94%

Sole

129.35K

Shared

0.00

None

316.71K

HERSHEY CO

SOLE

COM

Shares380.68K

TypeSH

Market value$79.14M

0.88%

Sole

52.90K

Shared

0.00

None

327.78K

CINTAS CORP

SOLE

COM

Shares445.44K

TypeSH

Market value$75.34M

0.84%

Sole

72.15K

Shared

0.00

None

373.29K

TERADYNE INC

SOLE

COM

Shares253.46K

TypeSH

Market value$75.14M

0.84%

Sole

33.19K

Shared

0.00

None

220.27K

EMBRAER S.A.

SOLE

MICRON TECHNOLOGY INC

SOLE

COM

Shares198.20K

TypeSH

Market value$66.96M

0.75%

Sole

0.00

Shared

0.00

None

198.20K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
NVIDIA CORPORATIONSOLE	COM	7.15M	SH	$1.25B 13.87%	3.58M	3.57M
ALPHABET INCSOLE	CAP STK CL A	3.53M	SH	$1.02B 11.30%	1.77M	1.76M
JPMORGAN CHASE & CO.SOLE	COM	2.86M	SH	$840.13M 9.35%	1.58M	1.28M
AMPHENOL CORP NEWSOLE	CL A	4.27M	SH	$539.18M 6.00%	2.49M	1.78M
MORGAN STANLEYSOLE	COM NEW	3.11M	SH	$512.61M 5.70%	1.60M	1.52M
ASML HLDG NVSOLE	N Y REGISTRY SHS	379.43K	SH	$501.16M 5.58%	280.13K	99.30K
AMAZON COM INCSOLE	COM	2.38M	SH	$495.33M 5.51%	1.04M	1.33M
GE AEROSPACESOLE	COM NEW	1.51M	SH	$429.53M 4.78%	1.08M	438.03K
TAIWAN SEMICONDUCTOR MFG LTDSOLE	SPONSORED ADR	857.91K	SH	$289.93M 3.23%	151.51K	706.40K
GE VERNOVA INCSOLE	COM	278.60K	SH	$243.19M 2.71%	187.98K	90.63K
BROADCOM INCSOLE	COM	562.53K	SH	$174.11M 1.94%	79.18K	483.35K
APPLE INCSOLE	COM	574.17K	SH	$145.72M 1.62%	70.28K	503.89K
TJX COS INC NEWSOLE	COM	866.38K	SH	$138.36M 1.54%	113.46K	752.93K
MICROSOFT CORPSOLE	COM	370.78K	SH	$137.25M 1.53%	178.60K	192.18K
META PLATFORMS INCSOLE	CL A	235.02K	SH	$134.46M 1.50%	112.95K	122.07K
HOWMET AEROSPACE INCSOLE	COM	498.56K	SH	$114.90M 1.28%	75.40K	423.16K
ISHARES TRSOLE	CORE MSCI EAFE	1.21M	SH	$109.35M 1.22%	1.21M	0.00
CURTISS WRIGHT CORPSOLE	COM	153.31K	SH	$104.42M 1.16%	4.39K	148.91K
AERCAP HOLDINGS NVSOLE	SHS	693.08K	SH	$95.08M 1.06%	94.76K	598.33K
DANAHER CORPORATIONSOLE	COM	446.06K	SH	$84.57M 0.94%	129.35K	316.71K
HERSHEY COSOLE	COM	380.68K	SH	$79.14M 0.88%	52.90K	327.78K
CINTAS CORPSOLE	COM	445.44K	SH	$75.34M 0.84%	72.15K	373.29K
TERADYNE INCSOLE	COM	253.46K	SH	$75.14M 0.84%	33.19K	220.27K
EMBRAER S.A.SOLE	SPONSORED ADS	1.17M	SH	$69.47M 0.77%	1.11M	65.33K
MICRON TECHNOLOGY INCSOLE	COM	198.20K	SH	$66.96M 0.75%	0.00	198.20K

Page 1 of 5

…