0001109147-23-000004.txt : 20230810 0001109147-23-000004.hdr.sgml : 20230810 20230810160544 ACCESSION NUMBER: 0001109147-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230810 DATE AS OF CHANGE: 20230810 EFFECTIVENESS DATE: 20230810 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: 231159264 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 X0202 13F-HR LIVE false false false 0001109147 XXXXXXXX 06-30-2023 06-30-2023 AXIOM INVESTORS LLC /DE
33 BENEDICT PLACE 2ND FLOOR GREENWICH CT 06830
13F HOLDINGS REPORT 028-05615 000109605 801-56651 N
Michael Miley Compliance Manager 203-422-8055 Michael Miley Greenwich CT 08-10-2023 0 129 6717806327 false
INFORMATION TABLE 2 Axiom2Q23v2.xml AXIOM2Q23 ACADIA HEALTHCARE COMPANY IN COM 00404A109 2457213 30854 SH SOLE 12979 0 17875 ACV AUCTIONS INC COM CL A 00091G104 1685984 97625 SH SOLE 14065 0 83560 ADOBE SYSTEMS INCORPORATED COM 00724F101 86664676 177232 SH SOLE 24567 0 152665 ADVANCED MICRO DEVICES INC COM 007903107 136236 1196 SH SOLE 1196 0 0 AEHR TEST SYS COM 00760J108 2572556 62365 SH SOLE 21025 0 41340 AGILYSYS INC COM 00847J105 1547146 22540 SH SOLE 3250 0 19290 ALBEMARLE CORP COM 012653101 27430254 122956 SH SOLE 15250 0 107706 ALCON AG ORD SHS H01301128 44630644 543547 SH SOLE 543547 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 36757350 441000 SH SOLE 85860 0 355140 ALPHABET INC CAP STK CL A 02079K305 100016652 835561 SH SOLE 114786 0 720775 ALTAIR ENGR INC COM CL A 021369103 7334107 96705 SH SOLE 34450 0 62255 AMAZON COM INC COM 023135106 142707569 1094719 SH SOLE 146430 0 948289 AMERIPRISE FINL INC COM 03076C106 59466605 179030 SH SOLE 24530 0 154500 AMN HEALTHCARE SVCS INC COM 001744101 2112018 19355 SH SOLE 2790 0 16565 APELLIS PHARMACEUTICALS INC COM 03753U106 2349925 25795 SH SOLE 3715 0 22080 APPLE INC COM 037833100 114534436 590475 SH SOLE 81658 0 508817 ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 6285300 613200 SH SOLE 475800 0 137400 GALLAGHER ARTHUR J & CO COM 363576109 166806451 759696 SH SOLE 589281 0 170415 ASTRAZENECA PLC SPONSORED ADR 046353108 66745395 932589 SH SOLE 777923 0 154666 AXCELIS TECHNOLOGIES INC COM NEW 054540208 3374372 18406 SH SOLE 2651 0 15755 BAIDU INC SPON ADR REP A 056752108 86759319 633696 SH SOLE 214906 0 418790 BEIGENE LTD SPONSORED ADR 07725L102 23039748 129219 SH SOLE 96376 0 32843 BJS WHSL CLUB HLDGS INC COM 05550J101 1960871 31120 SH SOLE 15085 0 16035 BLACKSTONE INC COM 09260D107 91040315 979244 SH SOLE 504400 0 474844 BOOT BARN HLDGS INC COM 099406100 1752405 20692 SH SOLE 8117 0 12575 BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 115688466 1036635 SH SOLE 804074 0 232561 CACTUS INC CL A 127203107 1366301 32285 SH SOLE 15650 0 16635 CADENCE DESIGN SYSTEM INC COM 127387108 829732 3538 SH SOLE 3538 0 0 CHECK POINT SOFTWARE TECH LT ORD M22465104 19406657 154487 SH SOLE 154487 0 0 COPART INC COM 217204106 272156594 2983846 SH SOLE 1577691 0 1406155 COSTCO WHSL CORP NEW COM 22160K105 137499560 255395 SH SOLE 144584 0 110811 COUPANG INC CL A 22266T109 9660480 555200 SH SOLE 413720 0 141480 CRANE COMPANY COMMON STOCK 224408104 2888201 32408 SH SOLE 4668 0 27740 CRANE NXT CO COM 224441105 4135641 73275 SH SOLE 19355 0 53920 DANAHER CORPORATION COM 235851102 118836000 495150 SH SOLE 66230 0 428920 DUOLINGO INC CL A COM 26603R106 2338213 16358 SH SOLE 2358 0 14000 ELEVANCE HEALTH INC COM 036752103 56196909 126487 SH SOLE 26290 0 100197 E L F BEAUTY INC COM 26856L103 35582645 311500 SH SOLE 64813 0 246687 LILLY ELI & CO COM 532457108 303578258 647316 SH SOLE 334165 0 313151 ENSIGN GROUP INC COM 29358P101 7807960 81793 SH SOLE 33702 0 48091 LAUDER ESTEE COS INC CL A 518439104 37222454 189543 SH SOLE 25578 0 163965 EVOLENT HEALTH INC CL A 30050B101 1755431 57935 SH SOLE 28115 0 29820 EXPONENT INC COM 30214U102 6121325 65595 SH SOLE 29815 0 35780 FEDERAL SIGNAL CORP COM 313855108 5764621 90030 SH SOLE 26705 0 63325 FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 34526993 311503 SH SOLE 232885 0 78618 FERRARI N V COM N3167Y103 3781542 11628 SH SOLE 9259 0 2369 FLYWIRE CORPORATION COM VTG 302492103 2722053 87695 SH SOLE 12625 0 75070 FOX FACTORY HLDG CORP COM 35138V102 3033940 27960 SH SOLE 4030 0 23930 FTI CONSULTING INC COM 302941109 49187242 258608 SH SOLE 48993 0 209615 GARTNER INC COM 366651107 221331113 631815 SH SOLE 317221 0 314594 GENTHERM INC COM 37253A103 1556851 27550 SH SOLE 10525 0 17025 HALOZYME THERAPEUTICS INC COM 40637H109 975874 27055 SH SOLE 3890 0 23165 HAMILTON LANE INC CL A 407497106 1651347 20647 SH SOLE 8797 0 11850 HDFC BANK LTD SPONSORED ADS 40415F101 12398236 177880 SH SOLE 170900 0 6980 HERSHEY CO COM 427866108 150085681 601064 SH SOLE 354948 0 246116 ICICI BANK LIMITED ADR 45104G104 2340774 101420 SH SOLE 92600 0 8820 ICON PLC SHS G4705A100 33912859 135543 SH SOLE 135543 0 0 IDEXX LABS INC COM 45168D104 130253853 259351 SH SOLE 106049 0 153302 INMODE LTD SHS M5425M103 9132075 244500 SH SOLE 244500 0 0 INSPIRE MED SYS INC COM 457730109 10011898 30840 SH SOLE 11966 0 18874 INSTALLED BLDG PRODS INC COM 45780R101 2822822 20140 SH SOLE 6695 0 13445 INTERCONTINENTAL EXCHANGE IN COM 45866F104 131790556 1165463 SH SOLE 903802 0 261661 IRIDIUM COMMUNICATIONS INC COM 46269C102 7957261 128095 SH SOLE 39735 0 88360 ISHARES TR CORE MSCI TOTAL 46432F834 9123734 145700 SH SOLE 145700 0 0 ISHARES TR CORE MSCI EAFE 46432F842 11097000 164400 SH SOLE 164400 0 0 ISHARES INC CORE MSCI EMKT 46434G103 29406414 596600 SH SOLE 533700 0 62900 ISHARES TR CORE S&P500 ETF 464287200 2228550 5000 SH SOLE 0 0 5000 ISHARES TR MSCI INDIA ETF 46429B598 32394810 741300 SH SOLE 700500 0 40800 ISHARES TR MSCI INDIA SM CP 46429B614 8210943 141300 SH SOLE 141300 0 0 ISHARES TR MSCI SAUDI ARBIA 46434V423 7303011 176700 SH SOLE 39800 0 136900 KE HLDGS INC SPONSORED ADS 482497104 55254029 3720810 SH SOLE 2766770 0 954040 KINSALE CAP GROUP INC COM 49714P108 7927053 21184 SH SOLE 8919 0 12265 LANTHEUS HLDGS INC COM 516544103 3983598 47469 SH SOLE 17309 0 30160 LINDE PLC SHS G54950103 63959705 167838 SH SOLE 158204 0 9634 LIVE NATION ENTERTAINMENT IN COM 538034109 9121113 100111 SH SOLE 13544 0 86567 MATADOR RES CO COM 576485205 2339489 44715 SH SOLE 14465 0 30250 MCDONALDS CORP COM 580135101 661873 2218 SH SOLE 2218 0 0 MERCADOLIBRE INC COM 58733R102 253108744 213666 SH SOLE 144910 0 68756 MERIT MED SYS INC COM 589889104 6135747 73359 SH SOLE 20879 0 52480 METTLER TOLEDO INTERNATIONAL COM 592688105 18360337 13998 SH SOLE 13998 0 0 MICROSOFT CORP COM 594918104 616321551 1809836 SH SOLE 1111838 0 697998 MSCI INC COM 55354G100 135977716 289752 SH SOLE 225250 0 64502 MYR GROUP INC DEL COM 55405W104 2417768 17477 SH SOLE 2517 0 14960 NAPCO SEC TECHNOLOGIES INC COM 630402105 3478340 100385 SH SOLE 39500 0 60885 NICE LTD SPONSORED ADR 653656108 13674430 66220 SH SOLE 66220 0 0 NOVA MEASURING INSTRUMENTS L COM M7516K103 6046229 51545 SH SOLE 15275 0 36270 NOVANTA INC COM 67000B104 5904823 32074 SH SOLE 10421 0 21653 NU HLDGS LTD ORD SHS CL A G6683N103 57389177 7273660 SH SOLE 5362760 0 1910900 NV5 GLOBAL INC COM 62945V109 1548565 13980 SH SOLE 6465 0 7515 NVIDIA CORPORATION COM 67066G104 624592414 1476508 SH SOLE 941506 0 535002 OPTION CARE HEALTH INC COM NEW 68404L201 2980145 91725 SH SOLE 39790 0 51935 PAGERDUTY INC COM 69553P100 455445 20260 SH SOLE 2915 0 17345 PAGSEGURO DIGITAL LTD COM CL A G68707101 21352902 2261960 SH SOLE 1692390 0 569570 PALO ALTO NETWORKS INC COM 697435105 31709047 124101 SH SOLE 23689 0 100412 PROLOGIS INC. COM 74340W103 34088933 277982 SH SOLE 38482 0 239500 RAMBUS INC DEL COM 750917106 7961572 124070 SH SOLE 37282 0 86788 RBC BEARINGS INC COM 75524B104 2623776 12065 SH SOLE 1738 0 10327 ROLLINS INC COM 775711104 154188 3600 SH SOLE 3600 0 0 SEA LTD SPONSORD ADS 81141R100 7517921 129530 SH SOLE 96970 0 32560 SERVICENOW INC COM 81762P102 408974229 727751 SH SOLE 429580 0 298171 SHOCKWAVE MED INC COM 82489T104 5573201 19527 SH SOLE 8082 0 11445 SILICON LABORATORIES INC COM 826919102 2438976 15462 SH SOLE 2225 0 13237 SIMPSON MFG INC COM 829073105 6830682 49319 SH SOLE 16488 0 32831 SPROUT SOCIAL INC COM CL A 85209W109 2012807 43605 SH SOLE 17140 0 26465 SPS COMM INC COM 78463M107 9727071 50646 SH SOLE 19786 0 30860 STIFEL FINL CORP COM 860630102 1160880 19455 SH SOLE 9475 0 9980 STMICROELECTRONICS N V NY REGISTRY 861012102 518546 10373 SH SOLE 10373 0 0 SUPER MICRO COMPUTER INC COM 86800U104 2568272 10304 SH SOLE 1484 0 8820 SUPERNUS PHARMACEUTICALS INC COM 868459108 718434 23900 SH SOLE 3445 0 20455 SYNDAX PHARMACEUTICALS INC COM 87164F105 630202 30110 SH SOLE 4340 0 25770 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 360797275 3575082 SH SOLE 2025174 0 1549908 TE CONNECTIVITY LTD SHS H84989104 93321331 665820 SH SOLE 80395 0 585425 TESLA INC COM 88160R101 75202856 287286 SH SOLE 41122 0 246164 TEXAS ROADHOUSE INC COM 882681109 2505640 22316 SH SOLE 3211 0 19105 TRANSMEDICS GROUP INC COM 89377M109 3475092 41380 SH SOLE 12015 0 29365 TREEHOUSE FOODS INC COM 89469A104 4215043 83665 SH SOLE 36955 0 46710 TRIP COM GROUP LTD ADS 89677Q107 140768670 4021962 SH SOLE 3027552 0 994410 TYLER TECHNOLOGIES INC COM 902252105 466446 1120 SH SOLE 1120 0 0 UBER TECHNOLOGIES INC COM 90353T100 63075083 1461086 SH SOLE 201086 0 1260000 UNITEDHEALTH GROUP INC COM 91324P102 113257048 235638 SH SOLE 180415 0 55223 UNITED THERAPEUTICS CORP DEL COM 91307C102 705517 3196 SH SOLE 461 0 2735 VISA INC COM CL A 92826C839 130948847 551410 SH SOLE 74621 0 476789 VITA COCO CO INC COM 92846Q107 3377210 125687 SH SOLE 40012 0 85675 WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 3291393 68872 SH SOLE 29655 0 39217 WYNDHAM HOTELS & RESORTS INC COM 98311A105 3350330 48860 SH SOLE 18920 0 29940 XPEL INC COM 98379L100 1387525 16475 SH SOLE 2370 0 14105 YUM CHINA HLDGS INC COM 98850P109 72544870 1283980 SH SOLE 952910 0 331070 ZETA GLOBAL HOLDINGS CORP CL A 98956A105 2573956 301400 SH SOLE 104600 0 196800 ZOETIS INC CL A 98978V103 76101838 441913 SH SOLE 59763 0 382150