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| Name: |
AXIOM INTERNATIONAL INVESTORS LLC /DE |
| City: |
GREENWICH |
| State: |
CT |
| Zip: |
06830 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
NVDA |
NVIDIA Corporation |
1 |
- |
$953.86 |
$1,511,199,000 |
1,672,494 |
13.19% |
635,688,000 |
-95,429 |
0.067 |
Semiconductor - Speci... |
|
|
MSFT |
Microsoft Corp |
2 |
- |
$429.04 |
$942,587,000 |
2,240,414 |
8.23% |
140,740,000 |
108,069 |
0.03 |
Application Software |
|
|
AMZN |
Amazon.com Inc |
3 |
- |
$183.15 |
$784,081,000 |
4,346,830 |
6.84% |
180,059,000 |
371,434 |
0.043 |
Internet Software & S... |
|
|
FB |
Meta Platforms Inc |
4 |
- |
$464.63 |
$660,817,000 |
1,360,882 |
5.77% |
316,527,000 |
388,201 |
0.057 |
Internet Service Prov... |
|
|
MELI |
Mercadolibre Inc |
5 |
- |
$1,772.07 |
$459,368,000 |
303,823 |
4.01% |
9,343,000 |
17,464 |
0.609 |
Business Services |
|
|
TSM |
Taiwan Semiconductor Mfg. C... |
6 |
- |
$153.67 |
$398,080,000 |
2,925,980 |
3.47% |
-48,687,000 |
-1,369,857 |
0.056 |
Semiconductor - Integ... |
|
|
LLY |
Eli Lilly & Co |
7 |
- |
$803.17 |
$381,787,000 |
490,754 |
3.33% |
-37,415,000 |
-228,387 |
0.051 |
Drug Manufacturers - ... |
|
|
NTES |
NetEase.com Inc (ADR) |
8 |
- |
$98.90 |
$350,553,000 |
577,203 |
3.06% |
348,905,000 |
559,513 |
0.084 |
Search Engines & Info... |
|
|
NOW |
Servicenow, Inc. |
9 |
- |
$777.05 |
$349,406,000 |
458,297 |
3.05% |
-236,517,000 |
-371,046 |
0.235 |
Information Technolog... |
|
|
IT |
Gartner Inc |
10 |
- |
$449.35 |
$340,649,000 |
714,644 |
2.97% |
29,306,000 |
24,473 |
0.8 |
Management Services |
|
|
CDNS |
Cadence Design Systems Inc |
11 |
- |
$290.10 |
$311,111,000 |
999,458 |
2.72% |
66,837,000 |
102,612 |
0.358 |
Technical & System So... |
|
|
GOOGL |
Alphabet Inc |
12 |
- |
$177.85 |
$263,967,000 |
1,748,936 |
2.3% |
42,438,000 |
163,071 |
0.029 |
Search Engines & Info... |
|
|
COST |
Costco Wholesale Corp |
13 |
- |
$800.93 |
$260,709,000 |
355,853 |
2.28% |
37,400,000 |
17,547 |
0.081 |
Discount, Variety Stores |
|
|
BX |
Blackstone Group LP |
14 |
- |
$120.62 |
$220,081,000 |
1,675,278 |
1.92% |
2,271,000 |
11,591 |
0.234 |
Asset Management |
|
|
V |
Visa Inc |
15 |
- |
$275.95 |
$214,109,000 |
767,194 |
1.87% |
20,909,000 |
25,116 |
0.045 |
Business Services |
|
|
BAH |
Booz Allen Hamilton Holding... |
16 |
- |
$154.15 |
$188,809,000 |
1,271,955 |
1.65% |
37,189,000 |
86,593 |
0.922 |
Management Services |
|
|
UBER |
Uber Technologies, Inc |
17 |
- |
$63.97 |
$187,883,000 |
2,440,351 |
1.64% |
41,812,000 |
67,917 |
0.139 |
N/A |
|
|
CPRT |
Copart Inc |
18 |
- |
$54.93 |
$175,884,000 |
3,036,671 |
1.53% |
-71,086,000 |
-2,003,541 |
0.316 |
Auto Dealerships |
|
|
BLD |
Topbuild Corp |
19 |
- |
$407.63 |
$174,297,000 |
395,473 |
1.52% |
86,846,000 |
161,810 |
1.196 |
N/A |
|
|
TW |
Tradeweb Markets Inc. |
20 |
New |
$111.29 |
$167,927,000 |
1,612,046 |
1.47% |
167,927,000 |
1,612,046 |
1.393 |
N/A |
|
|
ADBE |
Adobe Systems Inc |
21 |
- |
$481.85 |
$167,540,000 |
332,026 |
1.46% |
-5,612,000 |
41,795 |
0.069 |
Application Software |
|
|
DHR |
Danaher Corp |
22 |
- |
$266.55 |
$149,183,000 |
597,402 |
1.3% |
32,112,000 |
91,347 |
0.084 |
General Building Mate... |
|
|
ICE |
Intercontinental Exchange Inc |
23 |
- |
$137.27 |
$132,834,000 |
966,554 |
1.16% |
7,305,000 |
-10,857 |
0.172 |
Business Services |
|
|
CTAS |
Cintas Corp |
24 |
- |
$699.95 |
$123,818,000 |
180,222 |
1.08% |
46,741,000 |
52,328 |
0.172 |
Business Services |
|
|
AJG |
Arthur J Gallagher & Co |
25 |
- |
$257.84 |
$109,807,000 |
439,156 |
0.96% |
-28,662,000 |
-176,590 |
0.185 |
Insurance Brokers |
|
|
AMP |
Ameriprise Financial Inc |
26 |
- |
$434.08 |
$106,775,000 |
243,533 |
0.93% |
15,433,000 |
3,052 |
0.206 |
Asset Management |
|
|
ELF |
E L F Beauty Inc |
27 |
- |
$158.97 |
$106,710,000 |
544,354 |
0.93% |
32,656,000 |
31,301 |
0.981 |
N/A |
|
|
PANW |
Palo Alto Networks Inc |
28 |
- |
$311.66 |
$103,462,000 |
364,136 |
0.9% |
-178,944,000 |
-593,563 |
0.121 |
Networking & Communic... |
|
|
NU |
Nu Holdings Ord Shs Class A |
29 |
- |
$0.00 |
$102,248,000 |
8,570,680 |
0.89% |
-1,988,000 |
-3,942,600 |
0.247 |
N/A |
|
|
FMX |
Fomento Economico Mexicano ... |
30 |
- |
$117.51 |
$91,402,000 |
701,633 |
0.8% |
1,479,000 |
11,773 |
0.196 |
Beverage - Brewers |
|
|
MDB |
Mongodb Inc |
31 |
- |
$365.26 |
$88,683,000 |
247,275 |
0.77% |
-65,307,000 |
-129,366 |
0.36 |
N/A |
|
|
ZTS |
Zoetis Inc. |
32 |
- |
$172.79 |
$80,064,000 |
473,165 |
0.7% |
-37,267,000 |
-121,309 |
0.1 |
Drugs - Generic |
|
|
TCOM |
Trip.com Group Ltd |
33 |
- |
$55.83 |
$78,308,000 |
1,784,180 |
0.68% |
-7,890,000 |
-609,531 |
0.301 |
Gambling/Resorts |
|
|
PLD |
ProLogis Inc |
34 |
- |
$110.60 |
$73,639,000 |
565,495 |
0.64% |
-807,000 |
7,011 |
0.061 |
REIT - Industrial |
|
|
ANTM |
Anthem Inc |
35 |
- |
$545.61 |
$71,740,000 |
138,350 |
0.63% |
-1,203,000 |
-16,334 |
0.055 |
N/A |
|
|
AAPL |
Apple Inc |
36 |
- |
$192.35 |
$63,166,000 |
368,356 |
0.55% |
-92,749,000 |
-441,465 |
0.002 |
Personal Computers |
|
|
CX |
CEMEX S.A. de C.V. (ADR) |
37 |
- |
$7.75 |
$58,716,000 |
6,516,800 |
0.51% |
7,097,000 |
-143,770 |
0.948 |
General Building Mate... |
|
|
INDA |
iShares Msci India ETF |
38 |
- |
$0.00 |
$57,265,000 |
1,110,000 |
0.5% |
8,104,000 |
102,800 |
0.121 |
N/A |
|
|
SHOP |
Shopify Inc |
39 |
- |
$57.02 |
$56,384,000 |
730,644 |
0.49% |
15,269,000 |
202,857 |
0.061 |
N/A |
|
|
ICLR |
ICON plc (ADR) |
40 |
- |
$317.88 |
$51,154,000 |
152,266 |
0.45% |
8,283,000 |
816 |
0.191 |
Research Services |
|
|
LYV |
Live Nation Inc |
41 |
- |
$101.98 |
$50,012,000 |
472,835 |
0.44% |
23,151,000 |
185,861 |
0.216 |
Business Services |
|
|
LIN |
Linde Plc |
42 |
- |
$435.04 |
$47,665,000 |
102,655 |
0.42% |
-22,867,000 |
-69,078 |
0.021 |
N/A |
|
|
TEL |
Te Connectivity Ltd |
43 |
- |
$144.94 |
$44,869,000 |
308,933 |
0.39% |
-81,384,000 |
-589,665 |
0.093 |
Diversified Electronics |
|
|
CTSH |
Cognizant Technology Soluti... |
44 |
- |
$68.79 |
$42,585,000 |
581,050 |
0.37% |
20,223,000 |
284,987 |
0.107 |
Business Software & S... |
|
|
EDU |
New Oriental Education & Te... |
45 |
- |
$79.75 |
$42,113,000 |
485,060 |
0.37% |
15,826,000 |
126,335 |
0.286 |
Education & Training ... |
|
|
SBUX |
Starbucks Corp |
46 |
- |
$77.72 |
$38,492,000 |
421,185 |
0.34% |
-1,430,000 |
5,369 |
0.036 |
Specialty Eateries |
|
|
IDXX |
Idexx Laboratories Inc |
47 |
- |
$518.44 |
$32,221,000 |
59,677 |
0.28% |
-460,000 |
798 |
0.07 |
Diagnostic Substances |
|
|
TME |
Tencent Music Entertainment... |
48 |
New |
$0.00 |
$31,543,000 |
2,818,900 |
0.28% |
31,543,000 |
2,818,900 |
0.42 |
N/A |
|
|
IEMG |
Ishares Core Msci Emerging ... |
49 |
- |
$54.43 |
$28,881,000 |
559,700 |
0.25% |
1,108,000 |
10,600 |
0.005 |
N/A |
|
|
IEFA |
Ishares Core Msci Eafe |
50 |
- |
$0.00 |
$28,248,000 |
380,600 |
0.25% |
6,517,000 |
71,700 |
0.003 |
N/A |
|
|
IBP |
Installed Building Products... |
51 |
- |
$211.07 |
$26,309,000 |
101,684 |
0.23% |
7,428,000 |
-1,594 |
0.341 |
N/A |
|
|
NVMI |
Nova Measuring Instruments,... |
52 |
- |
$204.09 |
$23,900,000 |
134,739 |
0.21% |
5,378,000 |
-72 |
0.477 |
Semiconductor Equipme... |
|
|
FTAI |
Fortress Transportation & I... |
53 |
- |
$82.93 |
$23,279,000 |
345,905 |
0.2% |
6,144,000 |
-23,387 |
0.347 |
N/A |
|
|
ENSG |
Ensign Group Inc |
54 |
- |
$119.39 |
$22,824,000 |
183,443 |
0.2% |
1,802,000 |
-3,902 |
0.324 |
Long-Term Care Facili... |
|
|
PSN |
Parsons Corp |
55 |
- |
$77.13 |
$22,297,000 |
268,805 |
0.19% |
11,988,000 |
104,415 |
0.244 |
N/A |
|
|
TSLA |
Tesla Motors Inc |
56 |
- |
$177.81 |
$22,011,000 |
125,210 |
0.19% |
-33,436,000 |
-97,935 |
0.004 |
Auto Manufacturers |
|
|
KNSL |
Kinsale Capital Group, Inc. |
57 |
- |
$385.44 |
$21,483,000 |
40,941 |
0.19% |
6,702,000 |
-3,194 |
0.181 |
N/A |
|
|
MOD |
Modine Manufacturing Co |
58 |
- |
$90.76 |
$21,233,000 |
223,060 |
0.19% |
4,416,000 |
-58,630 |
0.436 |
Auto Parts |
|
|
SPSC |
Sps Commerce Inc |
59 |
- |
$194.64 |
$20,929,000 |
113,191 |
0.18% |
-4,378,000 |
-17,365 |
0.292 |
Networking & Communic... |
|
|
CAMT |
Camtek Ltd |
60 |
- |
$100.85 |
$20,580,000 |
245,671 |
0.18% |
14,314,000 |
155,361 |
0.627 |
Scientific & Technica... |
|
|
RMBS |
Rambus Inc |
61 |
- |
$58.82 |
$19,641,000 |
317,766 |
0.17% |
1,927,000 |
58,216 |
0.279 |
Semiconductor - Memor... |
|
|
FSS |
Federal Signal Corp |
62 |
- |
$80.84 |
$19,173,000 |
225,905 |
0.17% |
797,000 |
-13,550 |
0.373 |
Trucks & Other Vehicles |
|
|
CLS |
Celestica Inc (USA) |
63 |
New |
$44.02 |
$19,132,000 |
425,730 |
0.17% |
19,132,000 |
425,730 |
0.358 |
Printed Circuit Boards |
|
|
CR |
Crane Co |
64 |
- |
$147.94 |
$19,009,000 |
140,672 |
0.17% |
1,828,000 |
-4,760 |
0.248 |
N/A |
|
|
XP |
XP INC |
65 |
- |
$21.45 |
$18,541,000 |
722,550 |
0.16% |
3,031,000 |
127,630 |
0.199 |
N/A |
|
|
NICE |
NICE Systems Ltd (ADR) |
66 |
- |
$199.85 |
$18,289,000 |
70,174 |
0.16% |
8,486,000 |
21,039 |
0.112 |
Computer Peripherals |
|
|
AVAV |
Aerovironment Inc |
67 |
- |
$196.78 |
$17,567,000 |
114,608 |
0.15% |
4,691,000 |
12,453 |
0.476 |
Aerospace/Defense Pro... |
|
|
SSD |
Simpson Manufacturing Co Inc |
68 |
- |
$172.74 |
$17,233,000 |
83,990 |
0.15% |
-3,914,000 |
-22,825 |
0.193 |
Small Tools & Accesso... |
|
|
AZEK |
Azek Co Inc. |
69 |
New |
$0.00 |
$17,207,000 |
342,628 |
0.15% |
17,207,000 |
342,628 |
0.201 |
N/A |
|
|
HLNE |
Hamilton Lane Inc |
70 |
- |
$119.39 |
$16,788,000 |
148,880 |
0.15% |
1,349,000 |
12,780 |
0.4 |
N/A |
|
|
WING |
Wingstop Inc. |
71 |
- |
$380.34 |
$16,294,000 |
44,471 |
0.14% |
5,288,000 |
1,576 |
0.133 |
N/A |
|
|
TXRH |
Texas Roadhouse Inc |
72 |
- |
$167.79 |
$15,349,000 |
99,363 |
0.13% |
6,975,000 |
30,852 |
0.143 |
Restaurants |
|
|
SF |
Stifel Financial Corp |
73 |
- |
$82.15 |
$15,345,000 |
196,305 |
0.13% |
7,965,000 |
89,580 |
0.191 |
Investment Brokerage ... |
|
|
CASY |
Caseys General Stores Inc |
74 |
- |
$336.17 |
$14,855,000 |
46,648 |
0.13% |
-1,190,000 |
-11,753 |
0.126 |
Grocery Stores |
|
|
SMCI |
Super Micro Computer Inc |
75 |
- |
$898.95 |
$14,405,000 |
14,262 |
0.13% |
-1,344,000 |
-41,143 |
0.028 |
Networking & Communic... |
|
|
MMYT |
MakeMyTrip Ltd |
76 |
- |
$81.73 |
$13,778,000 |
193,920 |
0.12% |
-2,197,000 |
-146,128 |
0.305 |
Entertainment - Diver... |
|
|
DFH |
Dream Finders Homes, Inc. |
77 |
- |
$0.00 |
$13,313,000 |
304,425 |
0.12% |
6,595,000 |
115,341 |
0.942 |
N/A |
|
|
PRO |
Pros Holdings Inc |
78 |
- |
$31.48 |
$13,178,000 |
362,721 |
0.12% |
-936,000 |
-1,131 |
0.739 |
Application Software |
|
|
VRNS |
Varonis Systems Inc |
79 |
- |
$43.74 |
$13,157,000 |
278,925 |
0.11% |
3,398,000 |
63,400 |
0.263 |
N/A |
|
|
VERX |
Vertex, Inc. |
80 |
- |
$32.69 |
$12,668,000 |
398,873 |
0.11% |
3,415,000 |
55,403 |
0.655 |
N/A |
|
|
FCFS |
First Cash Financial Servic... |
81 |
- |
$119.35 |
$12,261,000 |
96,132 |
0.11% |
3,914,000 |
19,125 |
0.198 |
Specialty Retail, Other |
|
|
TBBB |
BBB Foods Inc |
82 |
New |
$24.67 |
$12,150,000 |
510,952 |
0.11% |
12,150,000 |
510,952 |
1.32 |
N/A |
|
|
RACE |
Ferrari NV |
83 |
- |
$0.00 |
$12,144,000 |
27,856 |
0.11% |
2,678,000 |
-115 |
0.015 |
N/A |
|
|
ARCO |
Arcos Dorados Holdings Inc Com |
84 |
- |
$10.35 |
$10,605,000 |
953,700 |
0.09% |
-3,684,000 |
-172,300 |
0.749 |
N/A |
|
|
IWO |
iShares Russell 2000 Growth |
85 |
- |
$266.77 |
$10,372,000 |
38,300 |
0.09% |
-2,340,000 |
-12,100 |
0.092 |
Closed - End Fund - E... |
|
|
IBN |
ICICI Bank Limited (ADR) |
86 |
- |
$27.00 |
$10,229,000 |
387,300 |
0.09% |
3,425,000 |
101,900 |
0.011 |
Foreign Money Center ... |
|
|
ALTR |
Altera Corp |
87 |
- |
$90.74 |
$10,226,000 |
118,705 |
0.09% |
-2,015,000 |
-26,766 |
0.212 |
Semiconductor - Speci... |
|
|
MTDR |
Matador Resources Co |
88 |
- |
$62.50 |
$10,037,000 |
150,315 |
0.09% |
416,000 |
-18,895 |
0.129 |
N/A |
|
|
FCN |
FTI Consulting Inc |
89 |
- |
$223.14 |
$9,396,000 |
44,682 |
0.08% |
-56,372,000 |
-285,562 |
0.118 |
Management Services |
|
|
WSC |
Willscot Mobile Mini Holdin... |
90 |
- |
$41.87 |
$9,251,000 |
198,955 |
0.08% |
2,402,000 |
45,041 |
0.087 |
N/A |
|
|
ROLL |
Rbc Bearings Inc |
91 |
- |
$295.36 |
$9,242,000 |
34,184 |
0.08% |
-2,792,000 |
-8,056 |
0.105 |
Machine Tools & Acces... |
|
|
FTRE |
Fortrea Holdings Inc. |
92 |
New |
$26.31 |
$9,179,000 |
228,680 |
0.08% |
9,179,000 |
228,680 |
0.198 |
N/A |
|
|
RGEN |
Repligen Corp |
93 |
New |
$166.90 |
$8,858,000 |
48,162 |
0.08% |
8,858,000 |
48,162 |
0.078 |
Biotechnology |
|
|
NOVT |
Novanta Inc |
94 |
- |
$165.81 |
$8,741,000 |
50,013 |
0.08% |
-2,311,000 |
-15,615 |
0.14 |
Scientific & Technica... |
|
|
WH |
Wyndham Hotels & Resorts, Inc. |
95 |
- |
$70.88 |
$8,518,000 |
110,990 |
0.07% |
-84,000 |
4,010 |
0.119 |
N/A |
|
|
CWAN |
Clearwater Analytics Holdin... |
96 |
- |
$19.04 |
$8,454,000 |
477,890 |
0.07% |
-1,662,000 |
-27,140 |
0.299 |
N/A |
|
|
MMSI |
Merit Medical Systems Inc |
97 |
- |
$82.31 |
$8,303,000 |
109,610 |
0.07% |
556,000 |
7,617 |
0.19 |
Medical Instruments &... |
|
|
OPCH |
Option Care Health |
98 |
- |
$29.13 |
$8,206,000 |
244,650 |
0.07% |
-5,072,000 |
-149,475 |
0.131 |
Specialized Health Se... |
|
|
CXT |
Crane Holdings, Co |
99 |
- |
$61.06 |
$7,586,000 |
122,558 |
0.07% |
-4,911,000 |
-97,182 |
0.218 |
Conglomerates |
|
|
MYRG |
Myr Group Inc |
100 |
- |
$157.84 |
$6,530,000 |
36,945 |
0.06% |
418,000 |
-5,318 |
0.221 |
Heavy Construction |
|
