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AXIOM INTERNATIONAL INVESTORS LLC /DE |
| City: |
GREENWICH |
| State: |
CT |
| Zip: |
06830 |
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Menu
 |
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 |
- |
$824.23 |
$875,511,000 |
1,767,923 |
8.59% |
198,845,000 |
212,334 |
0.071 |
Semiconductor - Speci... |
|
|
MSFT |
Microsoft Corp |
2 |
- |
$407.57 |
$801,847,000 |
2,132,345 |
7.87% |
210,799,000 |
260,460 |
0.028 |
Application Software |
|
|
AMZN |
Amazon.com Inc |
3 |
- |
$179.54 |
$604,022,000 |
3,975,396 |
5.93% |
228,766,000 |
1,023,416 |
0.039 |
Internet Software & S... |
|
|
NOW |
Servicenow, Inc. |
4 |
- |
$740.95 |
$585,923,000 |
829,343 |
5.75% |
160,608,000 |
68,439 |
0.425 |
Information Technolog... |
|
|
MELI |
Mercadolibre Inc |
5 |
- |
$1,395.00 |
$450,025,000 |
286,359 |
4.42% |
153,869,000 |
52,775 |
0.574 |
Business Services |
|
|
TSM |
Taiwan Semiconductor Mfg. C... |
6 |
- |
$133.43 |
$446,767,000 |
4,295,837 |
4.38% |
138,032,000 |
743,070 |
0.083 |
Semiconductor - Integ... |
|
|
LLY |
Eli Lilly & Co |
7 |
- |
$745.69 |
$419,202,000 |
719,141 |
4.11% |
70,232,000 |
69,447 |
0.075 |
Drug Manufacturers - ... |
|
|
FB |
Meta Platforms Inc |
8 |
- |
$496.10 |
$344,290,000 |
972,681 |
3.38% |
342,838,000 |
967,844 |
0.04 |
Internet Service Prov... |
|
|
IT |
Gartner Inc |
9 |
- |
$450.26 |
$311,343,000 |
690,171 |
3.05% |
104,005,000 |
86,761 |
0.773 |
Management Services |
|
|
PANW |
Palo Alto Networks Inc |
10 |
- |
$293.49 |
$282,406,000 |
957,699 |
2.77% |
233,525,000 |
749,199 |
0.319 |
Networking & Communic... |
|
|
CPRT |
Copart Inc |
11 |
- |
$54.31 |
$246,970,000 |
5,040,212 |
2.42% |
-18,578,000 |
-1,122,419 |
1.058 |
Auto Dealerships |
|
|
CDNS |
Cadence Design Systems Inc |
12 |
- |
$281.76 |
$244,274,000 |
896,846 |
2.4% |
64,546,000 |
129,762 |
0.322 |
Technical & System So... |
|
|
COST |
Costco Wholesale Corp |
13 |
- |
$722.68 |
$223,309,000 |
338,306 |
2.19% |
44,292,000 |
21,439 |
0.077 |
Discount, Variety Stores |
|
|
GOOGL |
Alphabet Inc |
14 |
- |
$158.26 |
$221,529,000 |
1,585,865 |
2.17% |
98,631,000 |
646,710 |
0.027 |
Search Engines & Info... |
|
|
BX |
Blackstone Group LP |
15 |
- |
$124.31 |
$217,810,000 |
1,663,687 |
2.14% |
102,080,000 |
583,513 |
0.247 |
Asset Management |
|
|
V |
Visa Inc |
16 |
- |
$274.11 |
$193,200,000 |
742,078 |
1.9% |
68,325,000 |
199,168 |
0.044 |
Business Services |
|
|
ADBE |
Adobe Systems Inc |
17 |
- |
$472.90 |
$173,152,000 |
290,231 |
1.7% |
64,124,000 |
76,408 |
0.061 |
Application Software |
|
|
AAPL |
Apple Inc |
18 |
- |
$166.90 |
$155,915,000 |
809,821 |
1.53% |
47,735,000 |
177,968 |
0.005 |
Personal Computers |
|
|
MDB |
Mongodb Inc |
19 |
New |
$366.31 |
$153,990,000 |
376,641 |
1.51% |
153,990,000 |
376,641 |
0.548 |
N/A |
|
|
BAH |
Booz Allen Hamilton Holding... |
20 |
- |
$145.96 |
$151,620,000 |
1,185,362 |
1.49% |
33,248,000 |
102,062 |
0.86 |
Management Services |
|
|
UBER |
Uber Technologies, Inc |
21 |
- |
$70.80 |
$146,071,000 |
2,372,434 |
1.43% |
75,756,000 |
843,508 |
0.135 |
N/A |
|
|
UNH |
Unitedhealth Group Inc |
22 |
- |
$486.18 |
$141,937,000 |
269,602 |
1.39% |
14,175,000 |
16,201 |
0.028 |
Health Care Plans |
|
|
AJG |
Arthur J Gallagher & Co |
23 |
- |
$237.87 |
$138,469,000 |
615,746 |
1.36% |
-32,083,000 |
-132,521 |
0.26 |
Insurance Brokers |
|
|
TEL |
Te Connectivity Ltd |
24 |
- |
$144.94 |
$126,253,000 |
898,598 |
1.24% |
45,204,000 |
242,492 |
0.272 |
Diversified Electronics |
|
|
ICE |
Intercontinental Exchange Inc |
25 |
- |
$132.33 |
$125,529,000 |
977,411 |
1.23% |
-6,119,000 |
-219,171 |
0.174 |
Business Services |
|
|
ZTS |
Zoetis Inc. |
26 |
- |
$149.56 |
$117,331,000 |
594,474 |
1.15% |
41,473,000 |
158,459 |
0.125 |
Drugs - Generic |
|
|
DHR |
Danaher Corp |
27 |
- |
$253.11 |
$117,071,000 |
506,055 |
1.15% |
1,627,000 |
40,741 |
0.071 |
General Building Mate... |
|
|
NU |
Nu Holdings Ord Shs Class A |
28 |
- |
$0.00 |
$104,236,000 |
12,513,280 |
1.02% |
18,040,000 |
624,200 |
0.361 |
N/A |
|
|
AMP |
Ameriprise Financial Inc |
29 |
- |
$407.69 |
$91,342,000 |
240,481 |
0.9% |
33,245,000 |
64,259 |
0.204 |
Asset Management |
|
|
FMX |
Fomento Economico Mexicano ... |
30 |
- |
$116.38 |
$89,923,000 |
689,860 |
0.88% |
16,552,000 |
17,659 |
0.193 |
Beverage - Brewers |
|
|
BLD |
Topbuild Corp |
31 |
New |
$395.13 |
$87,451,000 |
233,663 |
0.86% |
87,451,000 |
233,663 |
0.706 |
N/A |
|
|
TCOM |
Trip.com Group Ltd |
32 |
- |
$50.48 |
$86,198,000 |
2,393,711 |
0.85% |
-51,731,000 |
-1,550,507 |
0.404 |
Gambling/Resorts |
|
|
CTAS |
Cintas Corp |
33 |
- |
$666.33 |
$77,077,000 |
127,894 |
0.76% |
39,198,000 |
49,145 |
0.122 |
Business Services |
|
|
PLD |
ProLogis Inc |
34 |
- |
$104.83 |
$74,446,000 |
558,484 |
0.73% |
43,671,000 |
284,218 |
0.06 |
REIT - Industrial |
|
|
ELF |
E L F Beauty Inc |
35 |
- |
$176.99 |
$74,054,000 |
513,053 |
0.73% |
20,748,000 |
27,703 |
0.955 |
N/A |
|
|
ANTM |
Anthem Inc |
36 |
- |
$532.92 |
$72,943,000 |
154,684 |
0.72% |
23,279,000 |
40,624 |
0.062 |
N/A |
|
|
LIN |
Linde Plc |
37 |
- |
$445.06 |
$70,532,000 |
171,733 |
0.69% |
7,831,000 |
3,341 |
0.035 |
N/A |
|
|
FCN |
FTI Consulting Inc |
38 |
- |
$212.97 |
$65,768,000 |
330,244 |
0.65% |
22,217,000 |
86,140 |
0.873 |
Management Services |
|
|
TSLA |
Tesla Motors Inc |
39 |
- |
$144.68 |
$55,447,000 |
223,145 |
0.54% |
-8,683,000 |
-33,148 |
0.007 |
Auto Manufacturers |
|
|
CX |
CEMEX S.A. de C.V. (ADR) |
40 |
- |
$8.27 |
$51,619,000 |
6,660,570 |
0.51% |
12,320,000 |
614,520 |
0.969 |
General Building Mate... |
|
|
INDA |
iShares Msci India ETF |
41 |
- |
$0.00 |
$49,161,000 |
1,007,200 |
0.48% |
12,339,000 |
174,500 |
0.11 |
N/A |
|
|
BEKE |
KE Holdings Inc |
42 |
- |
$13.61 |
$46,488,000 |
2,867,830 |
0.46% |
1,755,000 |
-14,470 |
0.345 |
N/A |
|
|
PDD |
Bloom Energy Corp |
43 |
New |
$128.02 |
$45,475,000 |
310,812 |
0.45% |
45,475,000 |
310,812 |
0.046 |
N/A |
|
|
ICLR |
ICON plc (ADR) |
44 |
- |
$306.45 |
$42,871,000 |
151,450 |
0.42% |
7,202,000 |
6,603 |
0.19 |
Research Services |
|
|
SHOP |
Shopify Inc |
45 |
- |
$74.01 |
$41,115,000 |
527,787 |
0.4% |
40,957,000 |
524,897 |
0.044 |
N/A |
|
|
SBUX |
Starbucks Corp |
46 |
New |
$87.87 |
$39,922,000 |
415,816 |
0.39% |
39,922,000 |
415,816 |
0.036 |
Specialty Eateries |
|
|
MNSO |
Miniso Group Holding Adr Re... |
47 |
- |
$0.00 |
$33,582,000 |
1,646,199 |
0.33% |
13,442,000 |
868,599 |
0.542 |
N/A |
|
|
IDXX |
Idexx Laboratories Inc |
48 |
- |
$493.80 |
$32,681,000 |
58,879 |
0.32% |
-24,135,000 |
-71,054 |
0.069 |
Diagnostic Substances |
|
|
IEMG |
Ishares Core Msci Emerging ... |
49 |
- |
$50.97 |
$27,773,000 |
549,100 |
0.27% |
1,827,000 |
3,900 |
0.005 |
N/A |
|
|
LYV |
Live Nation Inc |
50 |
- |
$90.09 |
$26,861,000 |
286,974 |
0.26% |
18,672,000 |
188,354 |
0.131 |
Business Services |
|
|
EDU |
New Oriental Education & Te... |
51 |
New |
$89.59 |
$26,287,000 |
358,725 |
0.26% |
26,287,000 |
358,725 |
0.211 |
Education & Training ... |
|
|
SPSC |
Sps Commerce Inc |
52 |
- |
$170.60 |
$25,307,000 |
130,556 |
0.25% |
17,436,000 |
84,420 |
0.336 |
Networking & Communic... |
|
|
CTSH |
Cognizant Technology Soluti... |
53 |
- |
$67.77 |
$22,362,000 |
296,063 |
0.22% |
7,524,000 |
77,013 |
0.055 |
Business Software & S... |
|
|
IEFA |
Ishares Core Msci Eafe |
54 |
- |
$0.00 |
$21,731,000 |
308,900 |
0.21% |
6,448,000 |
71,400 |
0.003 |
N/A |
|
|
ALC |
Alcon Inc |
55 |
- |
$80.76 |
$21,417,000 |
274,150 |
0.21% |
-19,859,000 |
-261,490 |
0.056 |
Medical Instruments &... |
|
|
SSD |
Simpson Manufacturing Co Inc |
56 |
- |
$169.23 |
$21,147,000 |
106,815 |
0.21% |
14,160,000 |
60,178 |
0.246 |
Small Tools & Accesso... |
|
|
ENSG |
Ensign Group Inc |
57 |
- |
$118.62 |
$21,022,000 |
187,345 |
0.21% |
13,851,000 |
110,177 |
0.345 |
Long-Term Care Facili... |
|
|
IBP |
Installed Building Products... |
58 |
- |
$237.99 |
$18,881,000 |
103,278 |
0.19% |
14,701,000 |
69,807 |
0.347 |
N/A |
|
|
NVMI |
Nova Measuring Instruments,... |
59 |
- |
$168.18 |
$18,522,000 |
134,811 |
0.18% |
13,146,000 |
86,996 |
0.477 |
Semiconductor Equipme... |
|
|
FSS |
Federal Signal Corp |
60 |
- |
$80.84 |
$18,376,000 |
239,455 |
0.18% |
13,436,000 |
156,755 |
0.396 |
Trucks & Other Vehicles |
|
|
RMBS |
Rambus Inc |
61 |
- |
$56.44 |
$17,714,000 |
259,550 |
0.17% |
12,376,000 |
163,872 |
0.228 |
Semiconductor - Memor... |
|
|
CR |
Crane Co |
62 |
- |
$138.11 |
$17,181,000 |
145,432 |
0.17% |
14,055,000 |
110,247 |
0.256 |
N/A |
|
|
FTAI |
Fortress Transportation & I... |
63 |
- |
$72.69 |
$17,135,000 |
369,292 |
0.17% |
14,747,000 |
302,112 |
0.371 |
N/A |
|
|
MOD |
Modine Manufacturing Co |
64 |
- |
$90.76 |
$16,817,000 |
281,690 |
0.16% |
13,478,000 |
208,715 |
0.551 |
Auto Parts |
|
|
CASY |
Caseys General Stores Inc |
65 |
New |
$313.32 |
$16,045,000 |
58,401 |
0.16% |
16,045,000 |
58,401 |
0.158 |
Grocery Stores |
|
|
MMYT |
MakeMyTrip Ltd |
66 |
- |
$65.20 |
$15,975,000 |
340,048 |
0.16% |
5,704,000 |
86,558 |
0.535 |
Entertainment - Diver... |
|
|
SMCI |
Super Micro Computer Inc |
67 |
- |
$761.86 |
$15,749,000 |
55,405 |
0.15% |
12,505,000 |
43,575 |
0.107 |
Networking & Communic... |
|
|
XP |
XP INC |
68 |
New |
$20.57 |
$15,510,000 |
594,920 |
0.15% |
15,510,000 |
594,920 |
0.164 |
N/A |
|
|
HLNE |
Hamilton Lane Inc |
69 |
- |
$113.49 |
$15,439,000 |
136,100 |
0.15% |
11,675,000 |
94,482 |
0.366 |
N/A |
|
|
BGNE |
Beigene Ltd |
70 |
- |
$138.99 |
$15,148,000 |
83,985 |
0.15% |
-632,000 |
-3,744 |
0.093 |
N/A |
|
|
KNSL |
Kinsale Capital Group, Inc. |
71 |
- |
$464.36 |
$14,781,000 |
44,135 |
0.15% |
6,330,000 |
23,728 |
0.195 |
N/A |
|
|
ARCO |
Arcos Dorados Holdings Inc Com |
72 |
- |
$11.15 |
$14,289,000 |
1,126,000 |
0.14% |
6,119,000 |
262,390 |
0.885 |
N/A |
|
|
PRO |
Pros Holdings Inc |
73 |
- |
$34.27 |
$14,114,000 |
363,852 |
0.14% |
10,442,000 |
257,777 |
0.798 |
Application Software |
|
|
OPCH |
Option Care Health |
74 |
- |
$30.59 |
$13,278,000 |
394,125 |
0.13% |
7,990,000 |
230,650 |
0.211 |
Specialized Health Se... |
|
|
AVAV |
Aerovironment Inc |
75 |
- |
$158.30 |
$12,876,000 |
102,155 |
0.13% |
11,545,000 |
90,225 |
0.424 |
Aerospace/Defense Pro... |
|
|
IWO |
iShares Russell 2000 Growth |
76 |
New |
$252.37 |
$12,712,000 |
50,400 |
0.12% |
12,712,000 |
50,400 |
0.121 |
Closed - End Fund - E... |
|
|
CXT |
Crane Holdings, Co |
77 |
- |
$63.24 |
$12,497,000 |
219,740 |
0.12% |
8,255,000 |
143,410 |
0.39 |
Conglomerates |
|
|
ALTR |
Altera Corp |
78 |
- |
$83.78 |
$12,241,000 |
145,471 |
0.12% |
8,325,000 |
82,881 |
0.26 |
Semiconductor - Speci... |
|
|
ROLL |
Rbc Bearings Inc |
79 |
- |
$245.92 |
$12,034,000 |
42,240 |
0.12% |
8,698,000 |
27,991 |
0.13 |
Machine Tools & Acces... |
|
|
NOVT |
Novanta Inc |
80 |
- |
$159.38 |
$11,052,000 |
65,628 |
0.11% |
7,098,000 |
38,061 |
0.184 |
Scientific & Technica... |
|
|
WING |
Wingstop Inc. |
81 |
New |
$364.73 |
$11,006,000 |
42,895 |
0.11% |
11,006,000 |
42,895 |
0.128 |
N/A |
|
|
EXPO |
Exponent Inc |
82 |
- |
$80.36 |
$10,482,000 |
119,063 |
0.1% |
5,756,000 |
63,855 |
0.231 |
Management Services |
|
|
PSN |
Parsons Corp |
83 |
New |
$79.32 |
$10,309,000 |
164,390 |
0.1% |
10,309,000 |
164,390 |
0.149 |
N/A |
|
|
DUOL |
Duolingo, Inc. |
84 |
- |
$220.53 |
$10,163,000 |
44,800 |
0.1% |
7,945,000 |
31,426 |
0.148 |
N/A |
|
|
CWAN |
Clearwater Analytics Holdin... |
85 |
New |
$16.68 |
$10,116,000 |
505,030 |
0.1% |
10,116,000 |
505,030 |
0.424 |
N/A |
|
|
NICE |
NICE Systems Ltd (ADR) |
86 |
- |
$228.43 |
$9,803,000 |
49,135 |
0.1% |
2,328,000 |
5,165 |
0.078 |
Computer Peripherals |
|
|
VRNS |
Varonis Systems Inc |
87 |
New |
$44.79 |
$9,759,000 |
215,525 |
0.1% |
9,759,000 |
215,525 |
0.203 |
N/A |
|
|
MTDR |
Matador Resources Co |
88 |
- |
$65.14 |
$9,621,000 |
169,210 |
0.09% |
6,588,000 |
118,225 |
0.145 |
N/A |
|
|
RACE |
Ferrari NV |
89 |
- |
$0.00 |
$9,466,000 |
27,971 |
0.09% |
987,000 |
-718 |
0.015 |
N/A |
|
|
VERX |
Vertex, Inc. |
90 |
New |
$27.94 |
$9,253,000 |
343,470 |
0.09% |
9,253,000 |
343,470 |
0.709 |
N/A |
|
|
RELY |
Remitly Global, Inc. |
91 |
- |
$18.84 |
$9,157,000 |
471,535 |
0.09% |
6,027,000 |
347,420 |
0.292 |
N/A |
|
|
WH |
Wyndham Hotels & Resorts, Inc. |
92 |
- |
$71.50 |
$8,602,000 |
106,980 |
0.08% |
6,358,000 |
74,705 |
0.115 |
N/A |
|
|
KSA |
Ishares Msci Saudi Arabia Etf |
93 |
- |
$43.34 |
$8,576,000 |
202,600 |
0.08% |
1,816,000 |
28,100 |
0.118 |
N/A |
|
|
TXRH |
Texas Roadhouse Inc |
94 |
- |
$156.87 |
$8,374,000 |
68,511 |
0.08% |
6,760,000 |
51,720 |
0.099 |
Restaurants |
|
|
FCFS |
First Cash Financial Servic... |
95 |
New |
$132.50 |
$8,347,000 |
77,007 |
0.08% |
8,347,000 |
77,007 |
0.159 |
Specialty Retail, Other |
|
|
MMSI |
Merit Medical Systems Inc |
96 |
- |
$74.18 |
$7,747,000 |
101,993 |
0.08% |
4,621,000 |
56,709 |
0.184 |
Medical Instruments &... |
|
|
SF |
Stifel Financial Corp |
97 |
- |
$77.88 |
$7,380,000 |
106,725 |
0.07% |
5,497,000 |
76,075 |
0.104 |
Investment Brokerage ... |
|
|
WSC |
Willscot Mobile Mini Holdin... |
98 |
- |
$37.78 |
$6,849,000 |
153,914 |
0.07% |
4,102,000 |
87,855 |
0.068 |
N/A |
|
|
IBN |
ICICI Bank Limited (ADR) |
99 |
- |
$26.29 |
$6,804,000 |
285,400 |
0.07% |
2,489,000 |
98,780 |
0.008 |
Foreign Money Center ... |
|
|
DFH |
Dream Finders Homes, Inc. |
100 |
New |
$0.00 |
$6,718,000 |
189,084 |
0.07% |
6,718,000 |
189,084 |
0.585 |
N/A |
|
