AXIOM INVESTORS LLC /DE 13F Holdings

CIK 0001109147 · GREENWICH, CT

As of Sep 30, 2025, AXIOM INVESTORS LLC /DE reported 128 positions worth 3.6B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology7,539,332 .4B10.36%
MICROSOFT CORPMSFTTechnology2,461,069 .3B9.39%
META PLATFORMS INCMETACommunication Services1,408,459 .0B7.62%
AMAZON.COM INCAMZNEquity3,802,029$834.8M6.15%
NETFLIX INCNFLXCommunication Services659,834$791.1M5.83%
ORACLE CORPORCLTechnology2,185,824$614.7M4.53%
MORGAN STANLEYMSFinancial Services3,803,964$604.7M4.45%
JPMORGAN CHASE & COJPMFinancial Services1,731,323$546.1M4.02%
APPLOVIN CORPAPPTechnology620,481$445.8M3.28%
SERVICENOW INCNOWTechnology472,979$435.3M3.21%
GE AEROSPACEGEIndustrials1,281,307$385.4M2.84%
AMPHENOL CORP-CL AAPHTechnology2,971,135$367.7M2.71%
SPOTIFY TECHNOLOGY SASPOTCommunication Services514,708$359.3M2.65%
GE VERNOVA INCGEVUtilities578,186$355.5M2.62%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology1,008,349$281.6M2.07%
BOSTON SCIENTIFIC CORPBSXHealthcare2,574,665$251.4M1.85%
ALPHABET INCGOOGLEquity859,313$208.9M1.54%
BROADCOM INCAVGOTechnology624,001$205.9M1.52%
APPLE INCAAPLTechnology742,215 89.0M1.39%
MERCADOLIBRE INCMELIConsumer Cyclical78,006 82.3M1.34%
SEA LTDSEConsumer Cyclical971,755 73.7M1.28%
ICICI BANK LTDIBNFinancial Services5,078,085 53.5M1.13%
SHOPIFY INCSHOPTechnology1,021,941 51.9M1.12%
CINTAS CORPCTASIndustrials681,669 39.9M1.03%
NU HOLDINGS LTDNUFinancial Services7,281,397 16.6M0.86%