HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 NVIDIA CORPORATION |
1,767,923 | +212,334 | $875,511 |
| NVDA | 1,767,923 | +212,334 | $875,511 |
| MICROSOFT CORP |
2,132,345 | +260,460 | $801,847 |
| MSFT | 2,132,345 | +260,460 | $801,847 |
| AMAZON COM INC |
3,975,396 | +1,023,416 | $604,022 |
| AMZN | 3,975,396 | +1,023,416 | $604,022 |
| SERVICENOW INC |
829,343 | +68,439 | $585,923 |
| NOW | 829,343 | +68,439 | $585,923 |
| MERCADOLIBRE INC |
286,359 | +52,775 | $450,025 |
| MELI | 286,359 | +52,775 | $450,025 |
| TAIWAN SEMICONDUCTOR MFG LTD |
4,295,837 | +743,070 | $446,767 |
| TSM | 4,295,837 | +743,070 | $446,767 |
| LILLY ELI & CO |
719,141 | +69,447 | $419,202 |
| LLY | 719,141 | +69,447 | $419,202 |
| META PLATFORMS INC |
972,681 | +967,844 | $344,290 |
| META | 972,681 | +967,844 | $344,290 |
| GARTNER INC |
690,171 | +86,761 | $311,343 |
| IT | 690,171 | +86,761 | $311,343 |
| PALO ALTO NETWORKS INC |
957,699 | +749,199 | $282,406 |
| PANW | 957,699 | +749,199 | $282,406 |
| COPART INC |
5,040,212 | -1,122,419 | $246,970 |
| CPRT | 5,040,212 | -1,122,419 | $246,970 |
| CADENCE DESIGN SYSTEM INC |
896,846 | +129,762 | $244,274 |
| CDNS | 896,846 | +129,762 | $244,274 |
| COSTCO WHSL CORP NEW |
338,306 | +21,439 | $223,309 |
| COST | 338,306 | +21,439 | $223,309 |
| ALPHABET INC |
1,585,865 | +646,710 | $221,529 |
| GOOGL | 1,585,865 | +646,710 | $221,529 |
| BLACKSTONE INC |
1,663,687 | +583,513 | $217,810 |
| BX | 1,663,687 | +583,513 | $217,810 |
| VISA INC |
742,078 | +199,168 | $193,200 |
| V | 742,078 | +199,168 | $193,200 |
| ADOBE SYSTEMS INCORPORATED |
290,231 | +76,408 | $173,152 |
| ADBE | 290,231 | +76,408 | $173,152 |
| APPLE INC |
809,821 | +177,968 | $155,915 |
| AAPL | 809,821 | +177,968 | $155,915 |
| MONGODB INC |
376,641 | +376,641 | $153,990 |
| MDB | 376,641 | +376,641 | $153,990 |
| BOOZ ALLEN HAMILTON HLDG COR |
1,185,362 | +102,062 | $151,620 |
| BAH | 1,185,362 | +102,062 | $151,620 |
| UBER TECHNOLOGIES INC |
2,372,434 | +843,508 | $146,071 |
| UBER | 2,372,434 | +843,508 | $146,071 |
| UNITEDHEALTH GROUP INC |
269,602 | +16,201 | $141,937 |
| UNH | 269,602 | +16,201 | $141,937 |
| GALLAGHER ARTHUR J & CO |
615,746 | -132,521 | $138,469 |
| AJG | 615,746 | -132,521 | $138,469 |
| TE CONNECTIVITY LTD |
898,598 | +242,492 | $126,253 |
| TEL | 898,598 | +242,492 | $126,253 |
| INTERCONTINENTAL EXCHANGE IN (ICE) |
977,411 | -219,171 | $125,529 |
| ICE | 977,411 | -219,171 | $125,529 |
| ZOETIS INC |
594,474 | +158,459 | $117,331 |
| ZTS | 594,474 | +158,459 | $117,331 |
| DANAHER CORPORATION |
506,055 | +40,741 | $117,071 |
| DHR | 506,055 | +40,741 | $117,071 |
| NU HLDGS LTD |
12,513,280 | +624,200 | $104,236 |
| NU | 12,513,280 | +624,200 | $104,236 |
| AMERIPRISE FINL INC |
240,481 | +64,259 | $91,342 |
| AMP | 240,481 | +64,259 | $91,342 |
| FOMENTO ECONOMICO MEXICANO S |
689,860 | +17,659 | $89,923 |
| FMX | 689,860 | +17,659 | $89,923 |
| TOPBUILD CORP |
233,663 | +233,663 | $87,451 |
| BLD | 233,663 | +233,663 | $87,451 |
| TRIP COM GROUP LTD |
2,393,711 | -1,550,507 | $86,198 |
| TCOM | 2,393,711 | -1,550,507 | $86,198 |
| CINTAS CORP |
127,894 | +49,145 | $77,077 |
| CTAS | 127,894 | +49,145 | $77,077 |
| PROLOGIS INC. |
558,484 | +284,218 | $74,446 |
| PLD | 558,484 | +284,218 | $74,446 |
| E L F BEAUTY INC |
513,053 | +27,703 | $74,054 |
| ELF | 513,053 | +27,703 | $74,054 |
| ELEVANCE HEALTH INC |
154,684 | +40,624 | $72,943 |
| ELV | 154,684 | +40,624 | $72,943 |
| LINDE PLC |
171,733 | +3,341 | $70,532 |
| LIN | 171,733 | +3,341 | $70,532 |
| FTI CONSULTING INC |
330,244 | +86,140 | $65,768 |
| FCN | 330,244 | +86,140 | $65,768 |
| TESLA INC |
223,145 | -33,148 | $55,447 |
| TSLA | 223,145 | -33,148 | $55,447 |
| CEMEX SAB DE CV |
6,660,570 | +614,520 | $51,619 |
| CX | 6,660,570 | +614,520 | $51,619 |
| ISHARES TR (INDA) |
1,007,200 | +174,500 | $49,161 |
| INDA | 1,007,200 | +174,500 | $49,161 |
| KE HLDGS INC |
2,867,830 | -14,470 | $46,488 |
| BEKE | 2,867,830 | -14,470 | $46,488 |
| PDD HOLDINGS INC |
310,812 | +310,812 | $45,475 |
| PDD | 310,812 | +310,812 | $45,475 |
| ICON PLC |
151,450 | +6,603 | $42,871 |
| ICLR | 151,450 | +6,603 | $42,871 |
| SHOPIFY INC |
527,787 | +524,897 | $41,115 |
| SHOP | 527,787 | +524,897 | $41,115 |
| STARBUCKS CORP |
415,816 | +415,816 | $39,922 |
| SBUX | 415,816 | +415,816 | $39,922 |
| MINISO GROUP HLDG LTD |
1,646,199 | +868,599 | $33,582 |
| MNSO | 1,646,199 | +868,599 | $33,582 |
| IDEXX LABS INC |
58,879 | -71,054 | $32,681 |
| IDXX | 58,879 | -71,054 | $32,681 |
| ISHARES INC (IEMG) |
549,100 | +3,900 | $27,773 |
| IEMG | 549,100 | +3,900 | $27,773 |
| LIVE NATION ENTERTAINMENT IN |
286,974 | +188,354 | $26,861 |
| LYV | 286,974 | +188,354 | $26,861 |
See Full List: All Stocks Held By Axiom Investors LLC DE
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Axiom Investors LLC DE
|
Size ($ in 1000's)
At 12/31/2023: $10,192,964 At 09/30/2023: $6,952,253 Axiom Investors LLC DE holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Axiom Investors LLC DE 13F filings. Link to 13F filings: SEC filings |
