Axiom Investors LLC /de

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 136Value: $10.4BLatest: 2025Q1

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.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NVMI",
  "MMSI",
  "AXSM",
  "SE",
  "SPSC",
  "INSM",
  "HLNE",
  "PIPR",
  "AZEK",
  "VRNS",
  "MC",
  "GRAB",
  "CDRE",
  "RDNT",
  "NOVT",
  "PLMR",
  null,
  "STRL",
  "QTWO",
  "OLLI",
  "RBC",
  "INOD",
  "ONON",
  "FWONK",
  "BABA",
  "MWA",
  "GOOGL",
  "ALKT",
  "CLS",
  "BMA",
  "ITGR",
  "BSX",
  null,
  "ERJ",
  "MMYT",
  "FFIN",
  "SNDX",
  "IBN",
  "SCCO",
  "ISRG",
  "META",
  "MRCY",
  null,
  "ENSG",
  "BMI",
  "MSFT",
  "MS",
  "EQIX",
  "FSS",
  "EXPO",
  "GE",
  "HQY",
  "TEVA",
  "NU",
  "BX",
  "AMP",
  "PGR",
  "IEMG",
  "IVV",
  "AAPL",
  "NVDA",
  "IEFA",
  "NOW",
  "SHOP",
  "TJX",
  "TW",
  "TYL",
  "UBER",
  "UTHR",
  "PTGX",
  "VSEC",
  "AGYS",
  "MNST",
  "OSIS",
  "ACVA",
  "SUPN",
  null,
  "PRMB",
  "MOD",
  "IWO",
  "TSM",
  "IT",
  "GDYN",
  "VRT",
  "GGAL",
  "MTDR",
  "SFM",
  "SF",
  "AXON",
  "DECK",
  "AJG",
  "FTNT",
  "OPCH",
  "RACE",
  "AMZN",
  "HDB",
  "BEKE",
  "VXUS",
  "VERX",
  "V",
  "VIST",
  "YPF",
  "CHKP",
  "EXLS",
  "JD",
  "KEX",
  "SPXC",
  "ROL",
  "TCOM",
  "SPOT",
  "LYV",
  "LNTH",
  "GEV",
  "MELI",
  "BRBR",
  "BPMC",
  "EAT",
  "WHD",
  "CPT",
  "CWST",
  "CASY",
  "CMG",
  "CTAS",
  "CWAN",
  "CCEP",
  "CVLT",
  "COST",
  "CRDO",
  "BAP",
  "CR",
  "DHR",
  "TSLA",
  "PLD",
  "NFLX",
  null,
  "JPM"
]

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: axiom-investors-llc-de
Manager Name: Axiom-Investors-Llc-De

Data Enrichment

96% identified

131 identified5 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

136 positions • $10.4B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Meta Platforms, Inc.

META|30303M102

Shares:1.3M

Value:$750.6M

% of Portfolio:7.2% ($750.6M/$10.4B)

NETFLIX INC

NFLX|64110L106

Shares:691.1K

Value:$644.5M

% of Portfolio:6.2% ($644.5M/$10.4B)

AMAZON COM INC

AMZN|023135106

Shares:3.2M

Value:$599.6M

% of Portfolio:5.8% ($599.6M/$10.4B)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:4.8M

Value:$480.1M

% of Portfolio:4.6% ($480.1M/$10.4B)

MICROSOFT CORP

MSFT|594918104

Shares:1.2M

Value:$466.0M

% of Portfolio:4.5% ($466.0M/$10.4B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.7M

Value:$421.7M

% of Portfolio:4.0% ($421.7M/$10.4B)

Spotify Technology S.A.

SPOT|L8681T102

Shares:719.7K

Value:$395.8M

% of Portfolio:3.8% ($395.8M/$10.4B)

MORGAN STANLEY

MS|617446448

Shares:3.1M

Value:$363.1M

% of Portfolio:3.5% ($363.1M/$10.4B)

Apple Inc.

AAPL|037833100

Shares:1.5M

Value:$340.5M

% of Portfolio:3.3% ($340.5M/$10.4B)

VISA INC.

V|92826C839

Shares:875.3K

Value:$306.8M

% of Portfolio:2.9% ($306.8M/$10.4B)

NVIDIA CORP

NVDA|67066G104

Shares:2.8M

Value:$306.1M

% of Portfolio:2.9% ($306.1M/$10.4B)

Tradeweb Markets Inc.

TW|892672106

Shares:1.9M

Value:$288.4M

% of Portfolio:2.8% ($288.4M/$10.4B)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:300.6K

Value:$284.3M

% of Portfolio:2.7% ($284.3M/$10.4B)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:2.1M

Value:$276.9M

% of Portfolio:2.7% ($276.9M/$10.4B)

Arthur J. Gallagher & Co.

AJG|363576109

Shares:781.2K

Value:$269.7M

% of Portfolio:2.6% ($269.7M/$10.4B)

ICICI BANK LTD

IBN|45104G104

Shares:8.0M

Value:$253.2M

% of Portfolio:2.4% ($253.2M/$10.4B)

Blackstone Inc.

BX|09260D107

Shares:1.7M

Value:$233.4M

% of Portfolio:2.2% ($233.4M/$10.4B)

CINTAS CORP

CTAS|172908105

Shares:1.1M

Value:$217.6M

% of Portfolio:2.1% ($217.6M/$10.4B)

ServiceNow, Inc.

NOW|81762P102

Shares:271.5K

Value:$216.2M

% of Portfolio:2.1% ($216.2M/$10.4B)

Alphabet Inc.

GOOGL|02079K305

Shares:1.3M

Value:$196.3M

% of Portfolio:1.9% ($196.3M/$10.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Meta Platforms, Inc.(METAcusip30303M102)	1.3M	QoQ -31.77% (-606.6K) YoY -4.30% (-58.6K)	All Managers (Combined)	$750.6M	7.2% ($750.6M/$10.4B)	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	6.2% ($644.5M/$10.4B)	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	5.8% ($599.6M/$10.4B)	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	4.6% ($480.1M/$10.4B)	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	4.5% ($466.0M/$10.4B)	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	4.0% ($421.7M/$10.4B)	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	3.8% ($395.8M/$10.4B)	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	3.5% ($363.1M/$10.4B)	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	3.3% ($340.5M/$10.4B)	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	2.9% ($306.8M/$10.4B)	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	2.9% ($306.1M/$10.4B)	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	2.8% ($288.4M/$10.4B)	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	2.7% ($284.3M/$10.4B)	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	2.7% ($276.9M/$10.4B)	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	2.6% ($269.7M/$10.4B)	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	2.4% ($253.2M/$10.4B)	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	2.2% ($233.4M/$10.4B)	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	2.1% ($217.6M/$10.4B)	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	2.1% ($216.2M/$10.4B)	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	1.9% ($196.3M/$10.4B)	QoQ -69.57% (-$449.1M) YoY -25.61% (-$67.6M)