$6.72 Billion is the total value of AXIOM INVESTORS LLC /DE's 129 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | NU HLDGS LTD | $57,389,177 | – | 7,273,660 | +100.0% | 0.85% | – | |
| FMX | New | FOMENTO ECONOMICO MEXICANO Sspon adr units | $34,526,993 | – | 311,503 | +100.0% | 0.51% | – |
| PANW | New | PALO ALTO NETWORKS INC | $31,709,047 | – | 124,101 | +100.0% | 0.47% | – |
| MTD | New | METTLER TOLEDO INTERNATIONAL | $18,360,337 | – | 13,998 | +100.0% | 0.27% | – |
| RMBS | New | RAMBUS INC DEL | $7,961,572 | – | 124,070 | +100.0% | 0.12% | – |
| SSD | New | SIMPSON MFG INC | $6,830,682 | – | 49,319 | +100.0% | 0.10% | – |
| ARCO | New | ARCOS DORADOS HOLDINGS INC | $6,285,300 | – | 613,200 | +100.0% | 0.09% | – |
| RACE | New | FERRARI N V | $3,781,542 | – | 11,628 | +100.0% | 0.06% | – |
| ACLS | New | AXCELIS TECHNOLOGIES INC | $3,374,372 | – | 18,406 | +100.0% | 0.05% | – |
| New | CRANE COMPANY | $2,888,201 | – | 32,408 | +100.0% | 0.04% | – | |
| IBP | New | INSTALLED BLDG PRODS INC | $2,822,822 | – | 20,140 | +100.0% | 0.04% | – |
| FLYW | New | FLYWIRE CORPORATION | $2,722,053 | – | 87,695 | +100.0% | 0.04% | – |
| SMCI | New | SUPER MICRO COMPUTER INC | $2,568,272 | – | 10,304 | +100.0% | 0.04% | – |
| MYRG | New | MYR GROUP INC DEL | $2,417,768 | – | 17,477 | +100.0% | 0.04% | – |
| ACVA | New | ACV AUCTIONS INC | $1,685,984 | – | 97,625 | +100.0% | 0.02% | – |
| XPEL | New | XPEL INC | $1,387,525 | – | 16,475 | +100.0% | 0.02% | – |
| MCD | New | MCDONALDS CORP | $661,873 | – | 2,218 | +100.0% | 0.01% | – |
| ROL | New | ROLLINS INC | $154,188 | – | 3,600 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| TAIWAN SEMICONDUCTOR MFG LTD | 45 | Q2 2024 | 11.2% |
| VISA INC | 44 | Q2 2024 | 5.0% |
| HDFC BANK LTD | 44 | Q1 2024 | 1.9% |
| ICICI BK LTD | 39 | Q2 2024 | 4.1% |
| ISHARES TR | 39 | Q2 2024 | 1.8% |
| META PLATFORMS INC | 38 | Q2 2024 | 6.6% |
| AMAZON COM INC | 38 | Q2 2024 | 7.7% |
| APPLE INC | 38 | Q2 2024 | 2.9% |
| BAIDU INC | 37 | Q3 2023 | 5.6% |
| NICE SYS LTD | 37 | Q2 2024 | 1.2% |
View AXIOM INVESTORS LLC /DE's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-16 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-11 |
View AXIOM INVESTORS LLC /DE's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.