0001109147-21-000007.txt : 20211112 0001109147-21-000007.hdr.sgml : 20211112 20211112142722 ACCESSION NUMBER: 0001109147-21-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211112 DATE AS OF CHANGE: 20211112 EFFECTIVENESS DATE: 20211112 FILER: COMPANY DATA: COMPANY CONFORMED NAME: AXIOM INVESTORS LLC /DE CENTRAL INDEX KEY: 0001109147 IRS NUMBER: 134021938 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-05615 FILM NUMBER: 211402619 BUSINESS ADDRESS: STREET 1: 33 BENEDICT PLACE STREET 2: 2ND FLOOR CITY: GREENWICH STATE: CT ZIP: 06830 BUSINESS PHONE: 203-422-8000 MAIL ADDRESS: STREET 1: 33 BENEDICT PLACE STREET 2: 2ND FLOOR CITY: GREENWICH STATE: CT ZIP: 06830 FORMER COMPANY: FORMER CONFORMED NAME: AXIOM INTERNATIONAL INVESTORS LLC /DE DATE OF NAME CHANGE: 20000313 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001109147 XXXXXXXX 09-30-2021 09-30-2021 AXIOM INVESTORS LLC /DE
33 BENEDICT PLACE 2ND FLOOR GREENWICH CT 06830
13F HOLDINGS REPORT 028-05615 N
Michael Miley Compliance Manager 2034228055 Michael Miley Fairfield CT 11-12-2021 0 120 6062393 false
INFORMATION TABLE 2 Axiom3Q21.xml AXIOM 3Q21 ACADIA HEALTHCARE COMPANY IN COM 00404A109 5789 90762 SH SOLE NONE 14073 0 76689 ACTIVISION BLIZZARD INC COM 00507V109 53135 686590 SH SOLE NONE 686590 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 255962 444595 SH SOLE NONE 444595 0 0 ADVANCED MICRO DEVICES INC COM 007903107 93333 907022 SH SOLE NONE 907022 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 86068 581345 SH SOLE NONE 426844 0 154501 ALIGN TECHNOLOGY INC COM 016255101 52622 79079 SH SOLE NONE 79079 0 0 ALLEGIANT TRAVEL CO COM 01748X102 3986 20392 SH SOLE NONE 3157 0 17235 ALPHABET INC CAP STK CL A 02079K305 229201 85730 SH SOLE NONE 85730 0 0 AMAZON COM INC COM 023135106 148566 45225 SH SOLE NONE 45225 0 0 AMERICAN EAGLE OUTFITTERS IN COM 02553E106 48141 1865943 SH SOLE NONE 1711543 0 154400 AMN HEALTHCARE SVCS INC COM 001744101 10282 89605 SH SOLE NONE 13885 0 75720 APPLE INC COM 037833100 94694 669218 SH SOLE NONE 669218 0 0 ATLASSIAN CORP PLC CL A G06242104 31703 80995 SH SOLE NONE 80995 0 0 AVALARA INC COM 05338G106 2257 12913 SH SOLE NONE 1999 0 10914 BAIDU INC SPON ADR REP A 056752108 68922 448271 SH SOLE NONE 350262 0 98009 BALLYS CORPORATION COM 05875B106 3571 71230 SH SOLE NONE 11055 0 60175 THE BEAUTY HEALTH COMPANY COM CL A 88331L108 6141 236450 SH SOLE NONE 36645 0 199805 BIONTECH SE SPONSORED ADS 09075V102 59697 218678 SH SOLE NONE 212661 0 6017 BOOKING HOLDINGS INC COM 09857L108 3098 1305 SH SOLE NONE 1305 0 0 BOOT BARN HLDGS INC COM 099406100 4834 54391 SH SOLE NONE 8427 0 45964 CALLAWAY GOLF CO COM 131193104 49709 1799100 SH SOLE NONE 1799100 0 0 CHEGG INC COM 163092109 32386 476129 SH SOLE NONE 476129 0 0 CITIGROUP INC COM NEW 172967424 772 11000 SH SOLE NONE 0 0 11000 COPA HOLDINGS SA CL A P31076105 52507 645206 SH SOLE NONE 475536 0 169670 COPART INC COM 217204106 121815 878137 SH SOLE NONE 878137 0 0 CRYOPORT INC COM PAR $0.001 229050307 2643 39735 SH SOLE NONE 6160 0 33575 DANAHER CORPORATION COM 235851102 167343 549674 SH SOLE NONE 535860 0 13814 DEERE & CO COM 244199105 40067 119579 SH SOLE NONE 119579 0 0 DICKS SPORTING GOODS INC COM 253393102 2753 22982 SH SOLE NONE 3546 0 19436 DLOCAL LTD CLASS A COM G29018101 55471 1016692 SH SOLE NONE 768169 0 248523 ENDAVA PLC ADS 29260V105 67552 497257 SH SOLE NONE 462808 0 34449 ENSIGN GROUP INC COM 29358P101 3923 52385 SH SOLE NONE 8121 0 44264 EPAM SYS INC COM 29414B104 8364 14662 SH SOLE NONE 7326 0 7336 LAUDER ESTEE COS INC CL A 518439104 102765 342630 SH SOLE NONE 323265 0 19365 EXPONENT INC COM 30214U102 10060 88909 SH SOLE NONE 13782 0 75127 FACEBOOK INC CL A 30303M102 125876 370888 SH SOLE NONE 370888 0 0 FEDERAL SIGNAL CORP COM 313855108 2500 64740 SH SOLE NONE 10030 0 54710 FIRST FINL BANKSHARES COM 32020R109 7189 156445 SH SOLE NONE 24250 0 132195 FRESHPET INC COM 358039105 4751 33294 SH SOLE NONE 5164 0 28130 GARTNER INC COM 366651107 51861 170662 SH SOLE NONE 170662 0 0 GENERAC HLDGS INC COM 368736104 103152 252410 SH SOLE NONE 242211 0 10199 GENIUS SPORTS LIMITED SHARES CL A G3934V109 2000 107200 SH SOLE NONE 16715 0 90485 GLOBANT S A COM L44385109 149810 533112 SH SOLE NONE 424858 0 108254 GRID DYNAMICS HLDGS INC CL A 39813G109 7975 272920 SH SOLE NONE 42320 0 230600 HALOZYME THERAPEUTICS INC COM 40637H109 3921 96395 SH SOLE NONE 14965 0 81430 HAMILTON LANE INC CL A 407497106 5194 61235 SH SOLE NONE 9495 0 51740 HDFC BANK LTD SPONSORED ADS 40415F101 12725 174100 SH SOLE NONE 162200 0 11900 HELIOS TECHNOLOGIES INC COM 42328H109 7218 87910 SH SOLE NONE 13625 0 74285 HERC HLDGS INC COM 42704L104 10052 61493 SH SOLE NONE 9533 0 51960 HESKA CORP COM RESTRC NEW 42805E306 7655 29608 SH SOLE NONE 4593 0 25015 HOME DEPOT INC COM 437076102 51427 156666 SH SOLE NONE 156666 0 0 ICICI BANK LIMITED ADR 45104G104 2359 125000 SH SOLE NONE 125000 0 0 IDEXX LABS INC COM 45168D104 93325 150065 SH SOLE NONE 150065 0 0 INFOSYS LTD SPONSORED ADR 456788108 203100 9128090 SH SOLE NONE 6686090 0 2442000 INSPIRE MED SYS INC COM 457730109 2863 12293 SH SOLE NONE 1908 0 10385 IQVIA HLDGS INC COM 46266C105 45342 189289 SH SOLE NONE 189289 0 0 ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 8536 1619670 SH SOLE NONE 1312120 0 307550 JOHN BEAN TECHNOLOGIES CORP COM 477839104 4491 31955 SH SOLE NONE 4955 0 27000 LITTELFUSE INC COM 537008104 4181 15301 SH SOLE NONE 2371 0 12930 LIVE NATION ENTERTAINMENT IN COM 538034109 69128 758561 SH SOLE NONE 758561 0 0 LIVEPERSON INC COM 538146101 917 15555 SH SOLE NONE 3980 0 11575 MASTERCARD INCORPORATED CL A 57636Q104 28860 83008 SH SOLE NONE 83008 0 0 MATCH GROUP INC NEW COM 57667L107 2073 13206 SH SOLE NONE 13206 0 0 MERCADOLIBRE INC COM 58733R102 132300 78778 SH SOLE NONE 62394 0 16384 MICROSOFT CORP COM 594918104 334602 1186870 SH SOLE NONE 1158825 0 28045 ISHARES INC CORE MSCI EMKT 46434G103 16790 271860 SH SOLE NONE 140560 0 131300 ISHARES TR MSCI INDIA ETF 46429B598 42979 882700 SH SOLE NONE 882700 0 0 ISHARES TR MSCI INDIA SM CP 46429B614 15560 258900 SH SOLE NONE 258900 0 0 ISHARES TR CORE MSCI TOTAL 46432F834 16316 229800 SH SOLE NONE 229800 0 0 ISHARES TR CORE S&P500 ETF 464287200 4394 10200 SH SOLE NONE 10200 0 0 ISHARES TR MSCI SAUDI ARBIA 46434V423 7005 167590 SH SOLE NONE 11490 0 156100 MODERNA INC COM 60770K107 145437 377896 SH SOLE NONE 377896 0 0 NATERA INC COM 632307104 3531 31685 SH SOLE NONE 4910 0 26775 NICE LTD SPONSORED ADR 653656108 47612 167625 SH SOLE NONE 167625 0 0 NOVA MEASURING INSTRUMENTS L COM M7516K103 8392 82040 SH SOLE NONE 12715 0 69325 NOVANTA INC COM 67000B104 6296 40748 SH SOLE NONE 6326 0 34422 NVIDIA CORPORATION COM 67066G104 87828 423962 SH SOLE NONE 408272 0 15690 OMNICELL COM COM 68213N109 8138 54824 SH SOLE NONE 8499 0 46325 PAGSEGURO DIGITAL LTD COM CL A G68707101 55258 1068409 SH SOLE NONE 792567 0 275842 PAR TECHNOLOGY CORP COM 698884103 4124 67045 SH SOLE NONE 10385 0 56660 PAYPAL HLDGS INC COM 70450Y103 118581 455711 SH SOLE NONE 455711 0 0 PROGYNY INC COM 74340E103 7955 142055 SH SOLE NONE 22010 0 120045 Q2 HLDGS INC COM 74736L109 171 2130 SH SOLE NONE 2130 0 0 RANPAK HOLDINGS CORP COM CL A 75321W103 4423 164915 SH SOLE NONE 25565 0 139350 RAVEN INDS INC COM 754212108 3677 63830 SH SOLE NONE 9920 0 53910 REPLIGEN CORP COM 759916109 20891 72289 SH SOLE NONE 44759 0 27530 RINGCENTRAL INC CL A 76680R206 77951 358395 SH SOLE NONE 358395 0 0 SEA LTD SPONSORED ADS 81141R100 262869 824738 SH SOLE NONE 748159 0 76579 SERVICENOW INC COM 81762P102 237751 382071 SH SOLE NONE 382071 0 0 SHOPIFY INC CL A 82509L107 23709 17487 SH SOLE NONE 17487 0 0 SPROUT SOCIAL INC COM CL A 85209W109 6491 53225 SH SOLE NONE 8250 0 44975 SPS COMM INC COM 78463M107 8827 54719 SH SOLE NONE 8479 0 46240 SQUARE INC CL A 852234103 89988 375202 SH SOLE NONE 375202 0 0 STIFEL FINL CORP COM 860630102 3759 55315 SH SOLE NONE 8590 0 46725 STMICROELECTRONICS N V NY REGISTRY 861012102 37851 867550 SH SOLE NONE 867550 0 0 SUMMIT MATLS INC CL A 86614U100 4857 151920 SH SOLE NONE 23545 0 128375 SVB FINANCIAL GROUP COM 78486Q101 108765 168138 SH SOLE NONE 168138 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 432021 3869419 SH SOLE NONE 2840989 0 1028430 TASKUS INC CLASS A COM 87652V109 7387 111305 SH SOLE NONE 17250 0 94055 TATA MTRS LTD SPONSORED ADR 876568502 11378 507700 SH SOLE NONE 281700 0 226000 TE CONNECTIVITY LTD REG SHS H84989104 86657 631517 SH SOLE NONE 596647 0 34870 TESLA INC COM 88160R101 121165 156245 SH SOLE NONE 156245 0 0 TOPBUILD CORP COM 89055F103 2957 14439 SH SOLE NONE 2236 0 12203 TREX CO INC COM 89531P105 66002 647526 SH SOLE NONE 596064 0 51462 TYLER TECHNOLOGIES INC COM 902252105 514 1120 SH SOLE NONE 1120 0 0 UBER TECHNOLOGIES INC COM 90353T100 33403 745605 SH SOLE NONE 745605 0 0 UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 8352 254465 SH SOLE NONE 39435 0 215030 UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 6631 580100 SH SOLE NONE 289600 0 290500 UNITED THERAPEUTICS CORP DEL COM 91307C102 2069 11210 SH SOLE NONE 1735 0 9475 VARONIS SYS INC COM 922280102 8398 138015 SH SOLE NONE 21395 0 116620 VEEVA SYS INC CL A COM 922475108 15085 52347 SH SOLE NONE 52347 0 0 VIAVI SOLUTIONS INC COM 925550105 4705 298940 SH SOLE NONE 46350 0 252590 VISA INC COM CL A 92826C839 96201 431880 SH SOLE NONE 421752 0 10128 WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 1928 60790 SH SOLE NONE 9420 0 51370 WINGSTOP INC COM 974155103 6109 37268 SH SOLE NONE 5778 0 31490 WYNDHAM HOTELS & RESORTS INC COM 98311A105 10786 139729 SH SOLE NONE 49519 0 90210 YANDEX N V SHS CLASS A N97284108 44543 558950 SH SOLE NONE 436360 0 122590 YUM CHINA HLDGS INC COM 98850P109 38205 657468 SH SOLE NONE 516648 0 140820 ZAI LAB LTD ADR 98887Q104 51367 487400 SH SOLE NONE 364555 0 122845 ZOETIS INC CL A 98978V103 52839 272168 SH SOLE NONE 272168 0 0