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Entity | Shares/Amount Change | Position Value Change |
MDB |
+376,641 | +$153,990 | BLD |
+233,663 | +$87,451 | PDD |
+310,812 | +$45,475 | SBUX |
+415,816 | +$39,922 | EDU |
+358,725 | +$26,287 | CASY |
+58,401 | +$16,045 | XP |
+594,920 | +$15,510 | IWO |
+50,400 | +$12,712 | WING |
+42,895 | +$11,006 | PSN |
+164,390 | +$10,309 |
Entity | Shares/Amount Change | Position Value Change |
YUMC |
-1,407,670 | -$78,435 | BIDU |
-499,218 | -$67,070 | BABA |
-416,281 | -$36,108 | CPNG |
-640,125 | -$10,882 | SMIN |
-141,300 | -$8,919 | IRDM |
-80,240 | -$3,650 | BOOT |
-34,485 | -$2,800 | LNTH |
-33,640 | -$2,337 | CPA |
-25,889 | -$2,307 | FOXF |
-18,720 | -$1,855 |
Entity | Shares/Amount Change | Position Value Change |
AMZN |
+1,023,416 | +$228,766 | META |
+967,844 | +$342,838 | MNSO |
+868,599 | +$13,442 | UBER |
+843,508 | +$75,756 | PANW |
+749,199 | +$233,525 | TSM |
+743,070 | +$138,032 | GOOGL |
+646,710 | +$98,631 | NU |
+624,200 | +$18,040 | CX |
+614,520 | +$12,320 | BX |
+583,513 | +$102,080 |
Entity | Shares/Amount Change | Position Value Change |
TCOM |
-1,550,507 | -$51,731 | CPRT |
-1,122,419 | -$18,578 | ALC |
-261,490 | -$19,859 | ICE |
-219,171 | -$6,119 | MSCI |
-167,418 | -$85,885 | AJG |
-132,521 | -$32,083 | HDB |
-82,220 | -$4,468 | IDXX |
-71,054 | -$24,135 | IXUS |
-62,900 | -$3,413 |
Size ($ in 1000's)
At 12/31/2023: $10,192,964 At 09/30/2023: $6,952,253
Axiom Investors LLC DE holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Axiom Investors LLC DE 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, we find all stocks held by Axiom Investors LLC DE to be as follows, presented in the
table below with each row detailing each Axiom Investors LLC DE position, ordered by largest to smallest position size.
The all-stocks-held-by-Axiom Investors LLC DE table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Axiom Investors LLC DE as of the latest filing.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
NVIDIA CORPORATION |
1,767,923 |
+212,334 |
$875,511 | NVDA | 1,767,923 | +212,334 | $875,511 | MICROSOFT CORP |
2,132,345 |
+260,460 |
$801,847 | MSFT | 2,132,345 | +260,460 | $801,847 | AMAZON COM INC |
3,975,396 |
+1,023,416 |
$604,022 | AMZN | 3,975,396 | +1,023,416 | $604,022 | SERVICENOW INC |
829,343 |
+68,439 |
$585,923 | NOW | 829,343 | +68,439 | $585,923 | MERCADOLIBRE INC |
286,359 |
+52,775 |
$450,025 | MELI | 286,359 | +52,775 | $450,025 | TAIWAN SEMICONDUCTOR MFG LTD |
4,295,837 |
+743,070 |
$446,767 | TSM | 4,295,837 | +743,070 | $446,767 | LILLY ELI & CO |
719,141 |
+69,447 |
$419,202 | LLY | 719,141 | +69,447 | $419,202 | META PLATFORMS INC |
972,681 |
+967,844 |
$344,290 | META | 972,681 | +967,844 | $344,290 | GARTNER INC |
690,171 |
+86,761 |
$311,343 | IT | 690,171 | +86,761 | $311,343 | PALO ALTO NETWORKS INC |
957,699 |
+749,199 |
$282,406 | PANW | 957,699 | +749,199 | $282,406 | COPART INC |
5,040,212 |
-1,122,419 |
$246,970 | CPRT | 5,040,212 | -1,122,419 | $246,970 | CADENCE DESIGN SYSTEM INC |
896,846 |
+129,762 |
$244,274 | CDNS | 896,846 | +129,762 | $244,274 | COSTCO WHSL CORP NEW |
338,306 |
+21,439 |
$223,309 | COST | 338,306 | +21,439 | $223,309 | ALPHABET INC |
1,585,865 |
+646,710 |
$221,529 | GOOGL | 1,585,865 | +646,710 | $221,529 | BLACKSTONE INC |
1,663,687 |
+583,513 |
$217,810 | BX | 1,663,687 | +583,513 | $217,810 | VISA INC |
742,078 |
+199,168 |
$193,200 | V | 742,078 | +199,168 | $193,200 | ADOBE SYSTEMS INCORPORATED |
290,231 |
+76,408 |
$173,152 | ADBE | 290,231 | +76,408 | $173,152 | APPLE INC |
809,821 |
+177,968 |
$155,915 | AAPL | 809,821 | +177,968 | $155,915 | MONGODB INC |
376,641 |
+376,641 |
$153,990 | MDB | 376,641 | +376,641 | $153,990 | BOOZ ALLEN HAMILTON HLDG COR |
1,185,362 |
+102,062 |
$151,620 | BAH | 1,185,362 | +102,062 | $151,620 | UBER TECHNOLOGIES INC |
2,372,434 |
+843,508 |
$146,071 | UBER | 2,372,434 | +843,508 | $146,071 | UNITEDHEALTH GROUP INC |
269,602 |
+16,201 |
$141,937 | UNH | 269,602 | +16,201 | $141,937 | GALLAGHER ARTHUR J & CO |
615,746 |
-132,521 |
$138,469 | AJG | 615,746 | -132,521 | $138,469 | TE CONNECTIVITY LTD |
898,598 |
+242,492 |
$126,253 | TEL | 898,598 | +242,492 | $126,253 | INTERCONTINENTAL EXCHANGE IN (ICE) |
977,411 |
-219,171 |
$125,529 | ICE | 977,411 | -219,171 | $125,529 | ZOETIS INC |
594,474 |
+158,459 |
$117,331 | ZTS | 594,474 | +158,459 | $117,331 | DANAHER CORPORATION |
506,055 |
+40,741 |
$117,071 | DHR | 506,055 | +40,741 | $117,071 | NU HLDGS LTD |
12,513,280 |
+624,200 |
$104,236 | NU | 12,513,280 | +624,200 | $104,236 | AMERIPRISE FINL INC |
240,481 |
+64,259 |
$91,342 | AMP | 240,481 | +64,259 | $91,342 | FOMENTO ECONOMICO MEXICANO S |
689,860 |
+17,659 |
$89,923 | FMX | 689,860 | +17,659 | $89,923 | TOPBUILD CORP |
233,663 |
+233,663 |
$87,451 | BLD | 233,663 | +233,663 | $87,451 | TRIP COM GROUP LTD |
2,393,711 |
-1,550,507 |
$86,198 | TCOM | 2,393,711 | -1,550,507 | $86,198 | CINTAS CORP |
127,894 |
+49,145 |
$77,077 | CTAS | 127,894 | +49,145 | $77,077 | PROLOGIS INC. |
558,484 |
+284,218 |
$74,446 | PLD | 558,484 | +284,218 | $74,446 | E L F BEAUTY INC |
513,053 |
+27,703 |
$74,054 | ELF | 513,053 | +27,703 | $74,054 | ELEVANCE HEALTH INC |
154,684 |
+40,624 |
$72,943 | ELV | 154,684 | +40,624 | $72,943 | LINDE PLC |
171,733 |
+3,341 |
$70,532 | LIN | 171,733 | +3,341 | $70,532 | FTI CONSULTING INC |
330,244 |
+86,140 |
$65,768 | FCN | 330,244 | +86,140 | $65,768 | TESLA INC |
223,145 |
-33,148 |
$55,447 | TSLA | 223,145 | -33,148 | $55,447 | CEMEX SAB DE CV |
6,660,570 |
+614,520 |
$51,619 | CX | 6,660,570 | +614,520 | $51,619 | ISHARES TR (INDA) |
1,007,200 |
+174,500 |
$49,161 | INDA | 1,007,200 | +174,500 | $49,161 | KE HLDGS INC |
2,867,830 |
-14,470 |
$46,488 | BEKE | 2,867,830 | -14,470 | $46,488 | PDD HOLDINGS INC |
310,812 |
+310,812 |
$45,475 | PDD | 310,812 | +310,812 | $45,475 | ICON PLC |
151,450 |
+6,603 |
$42,871 | ICLR | 151,450 | +6,603 | $42,871 | SHOPIFY INC |
527,787 |
+524,897 |
$41,115 | SHOP | 527,787 | +524,897 | $41,115 | STARBUCKS CORP |
415,816 |
+415,816 |
$39,922 | SBUX | 415,816 | +415,816 | $39,922 | MINISO GROUP HLDG LTD |
1,646,199 |
+868,599 |
$33,582 | MNSO | 1,646,199 | +868,599 | $33,582 | IDEXX LABS INC |
58,879 |
-71,054 |
$32,681 | IDXX | 58,879 | -71,054 | $32,681 | ISHARES INC (IEMG) |
549,100 |
+3,900 |
$27,773 | IEMG | 549,100 | +3,900 | $27,773 | LIVE NATION ENTERTAINMENT IN |
286,974 |
+188,354 |
$26,861 | LYV | 286,974 | +188,354 | $26,861 | NEW ORIENTAL ED & TECHNOLOGY |
358,725 |
+358,725 |
$26,287 | EDU | 358,725 | +358,725 | $26,287 | SPS COMM INC |
130,556 |
+84,420 |
$25,307 | SPSC | 130,556 | +84,420 | $25,307 | COGNIZANT TECHNOLOGY SOLUTIO |
296,063 |
+77,013 |
$22,362 | CTSH | 296,063 | +77,013 | $22,362 | ISHARES TR (IEFA) |
308,900 |
+71,400 |
$21,731 | IEFA | 308,900 | +71,400 | $21,731 | ALCON AG |
274,150 |
-261,490 |
$21,417 | ALC | 274,150 | -261,490 | $21,417 | SIMPSON MFG INC |
106,815 |
+60,178 |
$21,147 | SSD | 106,815 | +60,178 | $21,147 | ENSIGN GROUP INC |
187,345 |
+110,177 |
$21,022 | ENSG | 187,345 | +110,177 | $21,022 | INSTALLED BLDG PRODS INC |
103,278 |
+69,807 |
$18,881 | IBP | 103,278 | +69,807 | $18,881 | NOVA MEASURING INSTRUMENTS L |
134,811 |
+86,996 |
$18,522 | NVMI | 134,811 | +86,996 | $18,522 | FEDERAL SIGNAL CORP |
239,455 |
+156,755 |
$18,376 | FSS | 239,455 | +156,755 | $18,376 | RAMBUS INC DEL |
259,550 |
+163,872 |
$17,714 | RMBS | 259,550 | +163,872 | $17,714 | CRANE COMPANY |
145,432 |
+110,247 |
$17,181 | CR | 145,432 | +110,247 | $17,181 | FTAI AVIATION LTD |
369,292 |
+302,112 |
$17,135 | FTAI | 369,292 | +302,112 | $17,135 | MODINE MFG CO |
281,690 |
+208,715 |
$16,817 | MOD | 281,690 | +208,715 | $16,817 | CASEYS GEN STORES INC |
58,401 |
+58,401 |
$16,045 | CASY | 58,401 | +58,401 | $16,045 | MAKEMYTRIP LIMITED MAURITIUS |
340,048 |
+86,558 |
$15,975 | MMYT | 340,048 | +86,558 | $15,975 | SUPER MICRO COMPUTER INC |
55,405 |
+43,575 |
$15,749 | SMCI | 55,405 | +43,575 | $15,749 | XP INC |
594,920 |
+594,920 |
$15,510 | XP | 594,920 | +594,920 | $15,510 | HAMILTON LANE INC |
136,100 |
+94,482 |
$15,439 | HLNE | 136,100 | +94,482 | $15,439 | BEIGENE LTD |
83,985 |
-3,744 |
$15,148 | BGNE | 83,985 | -3,744 | $15,148 | KINSALE CAP GROUP INC |
44,135 |
+23,728 |
$14,781 | KNSL | 44,135 | +23,728 | $14,781 | ARCOS DORADOS HOLDINGS INC |
1,126,000 |
+262,390 |
$14,289 | ARCO | 1,126,000 | +262,390 | $14,289 | PROS HOLDINGS INC |
363,852 |
+257,777 |
$14,114 | PRO | 363,852 | +257,777 | $14,114 | OPTION CARE HEALTH INC |
394,125 |
+230,650 |
$13,278 | OPCH | 394,125 | +230,650 | $13,278 | AEROVIRONMENT INC |
102,155 |
+90,225 |
$12,876 | AVAV | 102,155 | +90,225 | $12,876 | ISHARES TR (IWO) |
50,400 |
+50,400 |
$12,712 | IWO | 50,400 | +50,400 | $12,712 | CRANE NXT CO |
219,740 |
+143,410 |
$12,497 | CXT | 219,740 | +143,410 | $12,497 | ALTAIR ENGR INC |
145,471 |
+82,881 |
$12,241 | ALTR | 145,471 | +82,881 | $12,241 | RBC BEARINGS INC |
42,240 |
+27,991 |
$12,034 | RBC | 42,240 | +27,991 | $12,034 | NOVANTA INC |
65,628 |
+38,061 |
$11,052 | NOVT | 65,628 | +38,061 | $11,052 | WINGSTOP INC |
42,895 |
+42,895 |
$11,006 | WING | 42,895 | +42,895 | $11,006 | EXPONENT INC |
119,063 |
+63,855 |
$10,482 | EXPO | 119,063 | +63,855 | $10,482 | PARSONS CORP DEL |
164,390 |
+164,390 |
$10,309 | PSN | 164,390 | +164,390 | $10,309 | DUOLINGO INC |
44,800 |
+31,426 |
$10,163 | DUOL | 44,800 | +31,426 | $10,163 | CLEARWATER ANALYTICS HLDGS I |
505,030 |
+505,030 |
$10,116 | CWAN | 505,030 | +505,030 | $10,116 | NICE LTD |
49,135 |
+5,165 |
$9,803 | NICE | 49,135 | +5,165 | $9,803 | VARONIS SYS INC |
215,525 |
+215,525 |
$9,759 | VRNS | 215,525 | +215,525 | $9,759 | MATADOR RES CO |
169,210 |
+118,225 |
$9,621 | MTDR | 169,210 | +118,225 | $9,621 | FERRARI N V |
27,971 |
-718 |
$9,466 | RACE | 27,971 | -718 | $9,466 | VERTEX INC |
343,470 |
+343,470 |
$9,253 | VERX | 343,470 | +343,470 | $9,253 | REMITLY GLOBAL INC |
471,535 |
+347,420 |
$9,157 | RELY | 471,535 | +347,420 | $9,157 | WYNDHAM HOTELS & RESORTS INC |
106,980 |
+74,705 |
$8,602 | WH | 106,980 | +74,705 | $8,602 | ISHARES TR (KSA) |
202,600 |
+28,100 |
$8,576 | KSA | 202,600 | +28,100 | $8,576 | TEXAS ROADHOUSE INC |
68,511 |
+51,720 |
$8,374 | TXRH | 68,511 | +51,720 | $8,374 | FIRSTCASH HOLDINGS INC |
77,007 |
+77,007 |
$8,347 | FCFS | 77,007 | +77,007 | $8,347 | MERIT MED SYS INC |
101,993 |
+56,709 |
$7,747 | MMSI | 101,993 | +56,709 | $7,747 | STIFEL FINL CORP |
106,725 |
+76,075 |
$7,380 | SF | 106,725 | +76,075 | $7,380 | WILLSCOT MOBIL MINI HLDNG CO |
153,914 |
+87,855 |
$6,849 | WSC | 153,914 | +87,855 | $6,849 | ICICI BANK LIMITED |
285,400 |
+98,780 |
$6,804 | IBN | 285,400 | +98,780 | $6,804 | DREAM FINDERS HOMES INC |
189,084 |
+189,084 |
$6,718 | DFH | 189,084 | +189,084 | $6,718 | TRANSMEDICS GROUP INC |
83,750 |
+38,029 |
$6,610 | TMDX | 83,750 | +38,029 | $6,610 | CAMTEK LTD |
90,310 |
+67,067 |
$6,266 | CAMT | 90,310 | +67,067 | $6,266 | MYR GROUP INC DEL |
42,263 |
+25,186 |
$6,112 | MYRG | 42,263 | +25,186 | $6,112 | INSPIRE MED SYS INC |
27,201 |
+8,429 |
$5,533 | INSP | 27,201 | +8,429 | $5,533 | ACV AUCTIONS INC |
364,280 |
+230,580 |
$5,519 | ACVA | 364,280 | +230,580 | $5,519 | ACADIA HEALTHCARE COMPANY IN |
68,380 |
+53,150 |
$5,317 | ACHC | 68,380 | +53,150 | $5,317 | QUALYS INC |
26,516 |
+26,516 |
$5,205 | QLYS | 26,516 | +26,516 | $5,205 | CACTUS INC |
111,475 |
+71,850 |
$5,061 | WHD | 111,475 | +71,850 | $5,061 | AGILYSYS INC |
58,040 |
+46,915 |
$4,923 | AGYS | 58,040 | +46,915 | $4,923 | ISHARES TR (IXUS) |
73,000 |
-62,900 |
$4,740 | IXUS | 73,000 | -62,900 | $4,740 | EVOLENT HEALTH INC |
142,545 |
+97,785 |
$4,708 | EVH | 142,545 | +97,785 | $4,708 | TREEHOUSE FOODS INC |
108,555 |
+18,220 |
$4,500 | THS | 108,555 | +18,220 | $4,500 | ZETA GLOBAL HOLDINGS CORP |
399,675 |
+229,270 |
$3,525 | ZETA | 399,675 | +229,270 | $3,525 | VITA COCO CO INC |
124,950 |
+44,690 |
$3,205 | COCO | 124,950 | +44,690 | $3,205 | HDFC BANK LTD |
47,450 |
-82,220 |
$3,184 | HDB | 47,450 | -82,220 | $3,184 | SHOCKWAVE MED INC |
16,493 |
+9,403 |
$3,143 | SWAV | 16,493 | +9,403 | $3,143 | FLYWIRE CORPORATION |
126,020 |
+39,590 |
$2,917 | FLYW | 126,020 | +39,590 | $2,917 | SPROUT SOCIAL INC |
46,158 |
+10,793 |
$2,836 | SPT | 46,158 | +10,793 | $2,836 | BLUEPRINT MEDICINES CORP |
23,982 |
+23,982 |
$2,212 | BPMC | 23,982 | +23,982 | $2,212 | UNITED THERAPEUTICS CORP DEL |
8,635 |
+4,210 |
$1,899 | UTHR | 8,635 | +4,210 | $1,899 | SYNDAX PHARMACEUTICALS INC |
86,175 |
+75,355 |
$1,862 | SNDX | 86,175 | +75,355 | $1,862 | INSMED INC |
60,027 |
+60,027 |
$1,860 | INSM | 60,027 | +60,027 | $1,860 | APELLIS PHARMACEUTICALS INC |
30,881 |
+23,850 |
$1,849 | APLS | 30,881 | +23,850 | $1,849 | AXCELIS TECHNOLOGIES INC |
13,721 |
-3,663 |
$1,779 | ACLS | 13,721 | -3,663 | $1,779 | EVOLV TECHNOLOGIES HLDNGS IN |
365,155 |
+175,000 |
$1,724 | EVLV | 365,155 | +175,000 | $1,724 | NETEASE INC |
17,690 |
+17,690 |
$1,648 | NTES | 17,690 | +17,690 | $1,648 | ISHARES TR (IVV) |
3,400 |
-100 |
$1,624 | IVV | 3,400 | -100 | $1,624 | TREX CO INC |
17,660 |
+17,660 |
$1,462 | TREX | 17,660 | +17,660 | $1,462 | SUPERNUS PHARMACEUTICALS INC |
48,455 |
+34,840 |
$1,402 | SUPN | 48,455 | +34,840 | $1,402 | TYLER TECHNOLOGIES INC |
1,002 |
UNCH |
$419 | TYL | 1,002 | UNCH | $419 | MCDONALDS CORP |
1,229 |
-1,911 |
$364 | MCD | 1,229 | -1,911 | $364 | ROLLINS INC |
7,500 |
UNCH |
$328 | ROL | 7,500 | UNCH | $328 | ADVANCED MICRO DEVICES INC |
1,194 |
-606 |
$176 | AMD | 1,194 | -606 | $176 | MSCI INC |
265 |
-167,418 |
$150 | MSCI | 265 | -167,418 | $150 | AEHR TEST SYS |
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$0 (exited) | AEHR | 0 | -28,140 | $0 | AMN HEALTHCARE SVCS INC |
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$0 (exited) | AMN | 0 | -6,395 | $0 | ASTRAZENECA PLC |
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$0 (exited) | AZN | 0 | -10,600 | $0 | ALIBABA GROUP HLDG LTD |
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$0 (exited) | BABA | 0 | -416,281 | $0 | BAIDU INC |
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$0 (exited) | BIDU | 0 | -499,218 | $0 | BOOT BARN HLDGS INC |
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$0 (exited) | BOOT | 0 | -34,485 | $0 | COPA HOLDINGS SA |
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$0 (exited) | CPA | 0 | -25,889 | $0 | COUPANG INC |
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$0 (exited) | CPNG | 0 | -640,125 | $0 | DIGI INTL INC |
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$0 (exited) | DGII | 0 | -23,695 | $0 | FOX FACTORY HLDG CORP |
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$0 (exited) | FOXF | 0 | -18,720 | $0 | HALOZYME THERAPEUTICS INC |
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$0 (exited) | HALO | 0 | -31,715 | $0 | INFOSYS LTD |
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$0 (exited) | INFY | 0 | -27,400 | $0 | INMODE LTD |
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$0 (exited) | INMD | 0 | -22,920 | $0 | IRIDIUM COMMUNICATIONS INC |
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$0 (exited) | IRDM | 0 | -80,240 | $0 | LANTHEUS HLDGS INC |
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$0 (exited) | LNTH | 0 | -33,640 | $0 | ISHARES TR |
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$0 (exited) | SMIN | 0 | -141,300 | $0 | XPEL INC |
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$0 (exited) | XPEL | 0 | -11,225 | $0 | YUM CHINA HLDGS INC |
0 |
-1,407,670 |
$0 (exited) | YUMC | 0 | -1,407,670 | $0 |
See Summary: Axiom Investors LLC DE Top Holdings
See Details: Top 10 Stocks Held By Axiom Investors LLC DE
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