Axiom Investors LLC /de

Investment Portfolio & 13F Holdings Analysis

About

AXIOM INVESTORS LLC /DE is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 136 holdings worth $10.4 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR/A • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-16
Total Holdings: 136
Total Value: 10418576328
Accession Number: 0001109147-25-000004
Form Type: 13F-HR/A
CIK: 0001109147
Manager Name: Axiom Investors LLC /de

Data Enrichment

96% identified

131 identified5 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

136 positions • $10,418,576.328K total value

136 positions

Manager:

SEC FilingSEC DataHachi Filing

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Meta Platforms, Inc.

META|30303M102

1302311(-31.8%)

Value:

$750.6B(-32.8%)

NETFLIX INC

NFLX|64110L106

691148(-22.8%)

Value:

$644.5B(-19.2%)

AMAZON COM INC

AMZN|023135106

3151682(-37.0%)

Value:

$599.6B(-45.4%)

BOSTON SCIENTIFIC CORP

BSX|101137107

4759258(+26.8%)

Value:

$480.1B(+43.2%)

MICROSOFT CORP

MSFT|594918104

1241365(-50.0%)

Value:

$466.0B(-55.4%)

JPMORGAN CHASE & CO

JPM|46625H100

1719115(+84.8%)

Value:

$421.7B(+89.1%)

Spotify Technology S.A.

SPOT|L8681T102

719682(+216.8%)

Value:

$395.8B(+289.5%)

MORGAN STANLEY

MS|617446448

3111979(+99.9%)

Value:

$363.1B(+85.5%)

Apple Inc.

AAPL|037833100

1532821(-11.1%)

Value:

$340.5B(-21.1%)

VISA INC.

V|92826C839

875340(+4.7%)

Value:

$306.8B(+16.1%)

NVIDIA CORP

NVDA|67066G104

2824043(-73.5%)

Value:

$306.1B(-78.6%)

Tradeweb Markets Inc.

TW|892672106

1942575(-1.5%)

Value:

$288.4B(+11.7%)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

300641(-13.1%)

Value:

$284.3B(-10.3%)

Alibaba Group Holding Ltd

BABA|01609W102

2094150

Value:

$276.9B

Arthur J. Gallagher & Co.

AJG|363576109

781227(+34.9%)

Value:

$269.7B(+64.0%)

ICICI BANK LTD

IBN|45104G104

8033218(+7.2%)

Value:

$253.2B(+13.2%)

Blackstone Inc.

BX|09260D107

1670077(-15.9%)

Value:

$233.4B(-31.8%)

CINTAS CORP

CTAS|172908105

1058843(+16.2%)

Value:

$217.6B(+30.8%)

ServiceNow, Inc.

NOW|81762P102

271502(-31.9%)

Value:

$216.2B(-48.8%)

Alphabet Inc.

GOOGL|02079K305

1269707(-62.8%)

Value:

$196.3B(-69.6%)

Instrument	Shares		Other Manager	Value
Meta Platforms, Inc.(METAcusip30303M102)	1.3M	QoQ -31.77% (-606.6K) YoY -4.30% (-58.6K)	All Managers (Combined)	$750.6M	QoQ -32.84% (-$367.1M) YoY +13.58% (-$89.8M)
Netflix Inc(NFLXcusip64110L106)	691.1K	QoQ -22.76% (-203.8K) YoY NEW(+691.1K)	All Managers (Combined)	$644.5M	QoQ -19.19% (-$153.1M) YoY NEW(+$644.5M)
Amazon Com Inc(AMZNcusip023135106)	3.2M	QoQ -37.04% (-1.9M) YoY -27.49% (-1.2M)	All Managers (Combined)	$599.6M	QoQ -45.40% (-$498.7M) YoY -23.52% (-$184.4M)
Boston Scientific Corp(BSXcusip101137107)	4.8M	QoQ +26.83% (+1.0M) YoY NEW(+4.8M)	All Managers (Combined)	$480.1M	QoQ +43.24% (+$144.9M) YoY NEW(+$480.1M)
Microsoft Corp(MSFTcusip594918104)	1.2M	QoQ -49.97% (-1.2M) YoY -44.59% (-999.0K)	All Managers (Combined)	$466.0M	QoQ -55.44% (-$579.9M) YoY -50.56% (-$476.6M)
Jpmorgan Chase & Co(JPMcusip46625H100)	1.7M	QoQ +84.79% (+788.8K) YoY NEW(+1.7M)	All Managers (Combined)	$421.7M	QoQ +89.10% (+$198.7M) YoY NEW(+$421.7M)
Spotify Technology S.A.(SPOTcusipL8681T102)	719.7K	QoQ +216.79% (+492.5K) YoY NEW(+719.7K)	All Managers (Combined)	$395.8M	QoQ +289.47% (+$294.2M) YoY NEW(+$395.8M)
Morgan Stanley(MScusip617446448)	3.1M	QoQ +99.87% (+1.6M) YoY NEW(+3.1M)	All Managers (Combined)	$363.1M	QoQ +85.48% (+$167.3M) YoY NEW(+$363.1M)
Apple Inc.(AAPLcusip037833100)	1.5M	QoQ -11.08% (-191.0K) YoY +316.12% (+1.2M)	All Managers (Combined)	$340.5M	QoQ -21.12% (-$91.2M) YoY +439.03% (+$277.3M)
Visa Inc.(Vcusip92826C839)	875.3K	QoQ +4.65% (+38.9K) YoY +14.09% (+108.1K)	All Managers (Combined)	$306.8M	QoQ +16.05% (+$42.4M) YoY +43.27% (+$92.7M)
Nvidia Corp(NVDAcusip67066G104)	2.8M	QoQ -73.53% (-7.8M) YoY +68.85% (-1.2M)	All Managers (Combined)	$306.1M	QoQ -78.64% (-$1127.1M) YoY -79.74% (-$1205.1M)
Tradeweb Markets Inc.(TWcusip892672106)	1.9M	QoQ -1.46% (-29.0K) YoY +20.50% (+330.5K)	All Managers (Combined)	$288.4M	QoQ +11.73% (-$30.3M) YoY +71.73% (+$120.5M)
Costco Wholesale Corp /New(COSTcusip22160K105)	300.6K	QoQ -13.06% (-45.2K) YoY -15.51% (-55.2K)	All Managers (Combined)	$284.3M	QoQ -10.26% (-$32.5M) YoY +9.06% (-$23.6M)
Alibaba Group Holding Ltd(BABAcusip01609W102)	2.1M	QoQ NEW(+2.1M) YoY NEW(+2.1M)	All Managers (Combined)	$276.9M	QoQ NEW(+$276.9M) YoY NEW(+$276.9M)
Arthur J. Gallagher & Co.(AJGcusip363576109)	781.2K	QoQ +34.85% (+201.9K) YoY +77.89% (+342.1K)	All Managers (Combined)	$269.7M	QoQ +64.01% (+$105.3M) YoY +145.62% (+$159.9M)
Icici Bank Ltd(IBNcusip45104G104)	8.0M	QoQ +7.19% (+539.0K) YoY +1974.15% (+7.6M)	All Managers (Combined)	$253.2M	QoQ +13.15% (+$29.4M) YoY +2375.48% (+$243.0M)
Blackstone Inc.(BXcusip09260D107)	1.7M	QoQ -15.86% (-314.8K) YoY -0.31% (-5.2K)	All Managers (Combined)	$233.4M	QoQ -31.78% (-$108.8M) YoY +6.07% (-$13.4M)
Cintas Corp(CTAScusip172908105)	1.1M	QoQ +16.22% (+147.9K) YoY +487.52% (+878.6K)	All Managers (Combined)	$217.6M	QoQ +30.75% (+$51.2M) YoY +75.76% (+$93.8M)
Servicenow, Inc.(NOWcusip81762P102)	271.5K	QoQ -31.88% (-127.1K) YoY -40.75% (-186.8K)	All Managers (Combined)	$216.2M	QoQ -48.84% (-$206.4M) YoY -38.13% (-$133.3M)
Alphabet Inc.(GOOGLcusip02079K305)	1.3M	QoQ -62.76% (-2.1M) YoY -27.40% (-479.2K)	All Managers (Combined)	$196.3M	QoQ -69.57% (-$449.1M) YoY -25.61% (-$67.6M)