Axiom Investors LLC /De Top Holdings and 13F Report (2024) → Who are Nvidia’s New Silent Partners? (From Weiss Ratings) (Ad) About Axiom Investors LLC /DeInvestment ActivityAxiom Investors LLC /De has $11.46 billion in total holdings as of March 31, 2024.Axiom Investors LLC /De owns shares of 137 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 12.07% of the portfolio was purchased this quarter.About 16.84% of the portfolio was sold this quarter.This quarter, Axiom Investors LLC /De has purchased 134 new stocks and bought additional shares in 59 stocks.Axiom Investors LLC /De sold shares of 61 stocks and completely divested from 13 stocks this quarter.Largest Holdings NVIDIA $1,511,198,679Microsoft $942,586,978Amazon.com $784,081,195Meta Platforms $660,817,082MercadoLibre $459,368,223 Largest New Holdings this Quarter Tradeweb Markets $167,926,832 HoldingTencent Music Entertainment Group $31,543,491 HoldingCELESTICA INC $19,132,306 HoldingAZEK $17,206,778 HoldingBBB FOODS INC $12,150,439 Holding Largest Purchases this Quarter NetEase 559,513 shares (about $339.81M)Meta Platforms 388,201 shares (about $188.50M)Tradeweb Markets 1,612,046 shares (about $167.93M)TopBuild 161,810 shares (about $71.31M)Amazon.com 371,434 shares (about $67.00M) Largest Sales this Quarter ServiceNow 371,046 shares (about $282.89M)Taiwan Semiconductor Manufacturing 1,369,857 shares (about $186.37M)Eli Lilly and Company 228,387 shares (about $177.68M)Palo Alto Networks 593,563 shares (about $168.65M)Copart 2,003,541 shares (about $116.05M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAxiom Investors LLC /De Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$1,511,198,679$86,225,827 ▼-5.4%1,672,49413.2%Computer and TechnologyMSFTMicrosoft$942,586,978$45,466,790 ▲5.1%2,240,4148.2%Computer and TechnologyAMZNAmazon.com$784,081,195$66,999,265 ▲9.3%4,346,8306.8%Retail/WholesaleMETAMeta Platforms$660,817,082$188,502,642 ▲39.9%1,360,8825.8%Computer and TechnologyMELIMercadoLibre$459,368,223$26,404,869 ▲6.1%303,8234.0%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$398,079,579$186,369,045 ▼-31.9%2,925,9803.5%Computer and TechnologyLLYEli Lilly and Company$381,786,982$177,675,951 ▼-31.8%490,7543.3%MedicalNTESNetEase$350,552,698$339,809,030 ▲3,162.9%577,2033.1%Computer and TechnologyNOWServiceNow$349,405,633$282,885,471 ▼-44.7%458,2973.0%Computer and TechnologyITGartner$340,649,355$11,665,545 ▲3.5%714,6443.0%Business ServicesCDNSCadence Design Systems$311,111,286$31,941,063 ▲11.4%999,4582.7%Computer and TechnologyGOOGLAlphabet$263,966,910$24,612,306 ▲10.3%1,748,9362.3%Computer and TechnologyCOSTCostco Wholesale$260,708,583$12,855,459 ▲5.2%355,8532.3%Retail/WholesaleBXBlackstone$220,081,271$1,522,710 ▲0.7%1,675,2781.9%FinanceVVisa$214,108,502$7,009,373 ▲3.4%767,1941.9%Business ServicesBAHBooz Allen Hamilton$188,809,000$12,853,865 ▲7.3%1,271,9551.6%Business ServicesUBERUber Technologies$187,882,623$5,228,930 ▲2.9%2,440,3511.6%Computer and TechnologyCPRTCopart$175,883,984$116,045,095 ▼-39.8%3,036,6711.5%Business ServicesBLDTopBuild$174,296,815$71,314,521 ▲69.2%395,4731.5%ConstructionTWTradeweb Markets$167,926,832$167,926,832 ▲New Holding1,612,0461.5%FinanceADBEAdobe$167,540,320$21,089,757 ▲14.4%332,0261.5%Computer and TechnologyDHRDanaher$149,183,227$22,811,173 ▲18.1%597,4021.3%Multi-Sector ConglomeratesICEIntercontinental Exchange$132,833,516$1,492,078 ▼-1.1%966,5541.2%FinanceCTASCintas$123,817,921$35,950,906 ▲40.9%180,2221.1%Industrial ProductsAJGArthur J. Gallagher & Co.$109,806,566$44,154,564 ▼-28.7%439,1561.0%FinanceAMPAmeriprise Financial$106,774,609$1,338,119 ▲1.3%243,5330.9%FinanceELFe.l.f. Beauty$106,709,715$6,135,935 ▲6.1%544,3540.9%Consumer StaplesPANWPalo Alto Networks$103,461,962$168,649,056 ▼-62.0%364,1360.9%Computer and TechnologyNUNU$102,248,212$47,035,218 ▼-31.5%8,570,6800.9%Business ServicesFMXFomento Económico Mexicano$91,401,731$1,533,669 ▲1.7%701,6330.8%Consumer StaplesMDBMongoDB$88,682,706$46,395,822 ▼-34.3%247,2750.8%Computer and TechnologyZTSZoetis$80,064,250$20,526,696 ▼-20.4%473,1650.7%MedicalTCOMTrip.com Group$78,307,660$26,752,316 ▼-25.5%1,784,1800.7%Consumer DiscretionaryPLDPrologis$73,638,759$912,972 ▲1.3%565,4950.6%FinanceELVElevance Health$71,740,009$8,469,832 ▼-10.6%138,3500.6%MedicalAAPLApple$63,165,687$75,702,418 ▼-54.5%368,3560.6%Computer and TechnologyCXCEMEX$58,716,368$1,295,368 ▼-2.2%6,516,8000.5%ConstructionINDAiShares MSCI India ETF$57,264,900$5,303,452 ▲10.2%1,110,0000.5%ETFSHOPShopify$56,383,797$15,654,475 ▲38.4%730,6440.5%Computer and TechnologyICLRICON Public$51,153,763$274,135 ▲0.5%152,2660.4%MedicalLYVLive Nation Entertainment$50,011,758$19,658,518 ▲64.8%472,8350.4%Consumer DiscretionaryLINDE PLC$47,664,770$32,074,297 ▼-40.2%102,6550.4%SHSTELTE Connectivity$44,869,429$85,642,945 ▼-65.6%308,9330.4%Computer and TechnologyCTSHCognizant Technology Solutions$42,585,154$20,886,697 ▲96.3%581,0500.4%Computer and TechnologyEDUNew Oriental Education & Technology Group$42,112,909$10,968,405 ▲35.2%485,0600.4%Consumer DiscretionarySBUXStarbucks$38,492,097$490,673 ▲1.3%421,1850.3%Retail/WholesaleIDXXIDEXX Laboratories$32,221,403$430,864 ▲1.4%59,6770.3%MedicalTMETencent Music Entertainment Group$31,543,491$31,543,491 ▲New Holding2,818,9000.3%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$28,880,520$546,960 ▲1.9%559,7000.3%ETFIEFAiShares Core MSCI EAFE ETF$28,248,132$5,321,574 ▲23.2%380,6000.2%ETFIBPInstalled Building Products$26,308,701$412,416 ▼-1.5%101,6840.2%ConstructionNVMINova$23,900,004$12,771 ▼-0.1%134,7390.2%Computer and TechnologyFTAIFTAI Aviation$23,279,406$1,573,945 ▼-6.3%345,9050.2%AerospaceENSGThe Ensign Group$22,823,978$485,487 ▼-2.1%183,4430.2%MedicalPSNParsons$22,297,375$8,661,224 ▲63.5%268,8050.2%Business ServicesTSLATesla$22,010,666$17,215,994 ▼-43.9%125,2100.2%Auto/Tires/TrucksKNSLKinsale Capital Group$21,483,380$1,676,020 ▼-7.2%40,9410.2%FinanceMODModine Manufacturing$21,233,081$5,580,990 ▼-20.8%223,0600.2%Auto/Tires/TrucksSPSCSPS Commerce$20,929,016$3,210,789 ▼-13.3%113,1910.2%Business ServicesCAMTCamtek$20,579,860$13,014,591 ▲172.0%245,6710.2%Computer and TechnologyRMBSRambus$19,641,116$3,598,331 ▲22.4%317,7660.2%Computer and TechnologyFSSFederal Signal$19,172,557$1,149,988 ▼-5.7%225,9050.2%Multi-Sector ConglomeratesCELESTICA INC$19,132,306$19,132,306 ▲New Holding425,7300.2%SUB VTG SHSCRCrane$19,009,007$643,219 ▼-3.3%140,6720.2%IndustrialsXPXP$18,540,633$3,274,986 ▲21.5%722,5500.2%FinanceNICENICE$18,288,748$5,483,184 ▲42.8%70,1740.2%Computer and TechnologyAVAVAeroVironment$17,567,114$1,908,796 ▲12.2%114,6080.2%AerospaceSSDSimpson Manufacturing$17,233,068$4,683,233 ▼-21.4%83,9900.2%ConstructionAZEKAZEK$17,206,778$17,206,778 ▲New Holding342,6280.2%ConstructionHLNEHamilton Lane$16,787,709$1,441,073 ▲9.4%148,8800.1%FinanceWINGWingstop$16,294,174$577,446 ▲3.7%44,4710.1%Retail/WholesaleTXRHTexas Roadhouse$15,348,603$4,765,709 ▲45.0%99,3630.1%Retail/WholesaleSFStifel Financial$15,345,162$7,002,469 ▲83.9%196,3050.1%FinanceCASYCasey's General Stores$14,855,056$3,742,743 ▼-20.1%46,6480.1%Retail/WholesaleSMCISuper Micro Computer$14,405,048$41,555,665 ▼-74.3%14,2620.1%Computer and TechnologyMMYTMakeMyTrip$13,778,016$10,382,394 ▼-43.0%193,9200.1%Computer and TechnologyDFHDream Finders Homes$13,312,505$5,043,862 ▲61.0%304,4250.1%ConstructionPROPROS$13,177,654$41,089 ▼-0.3%362,7210.1%Computer and TechnologyVRNSVaronis Systems$13,156,892$2,990,578 ▲29.4%278,9250.1%Computer and TechnologyVERXVertex$12,668,206$1,759,599 ▲16.1%398,8730.1%Computer and TechnologyFCFSFirstCash$12,260,675$2,439,202 ▲24.8%96,1320.1%Business ServicesBBB FOODS INC$12,150,439$12,150,439 ▲New Holding510,9520.1%CL A COMRACEFerrari$12,143,545$50,133 ▼-0.4%27,8560.1%Auto/Tires/TrucksARCOArcos Dorados$10,605,144$1,915,976 ▼-15.3%953,7000.1%Retail/WholesaleIWOiShares Russell 2000 Growth ETF$10,371,640$3,276,680 ▼-24.0%38,3000.1%ETFIBNICICI Bank$10,228,593$2,691,179 ▲35.7%387,3000.1%FinanceALTRAltair Engineering$10,226,436$2,305,891 ▼-18.4%118,7050.1%ConstructionMTDRMatador Resources$10,036,533$1,261,619 ▼-11.2%150,3150.1%Oils/EnergyFCNFTI Consulting$9,396,178$60,050,834 ▼-86.5%44,6820.1%Business ServicesWSCWillScot Mobile Mini$9,251,407$2,094,406 ▲29.3%198,9550.1%Consumer DiscretionaryRBCRBC Bearings$9,241,644$2,177,940 ▼-19.1%34,1840.1%Industrial ProductsFTREFortrea$9,179,215$9,179,215 ▲New Holding228,6800.1%MedicalRGENRepligen$8,857,955$8,857,955 ▲New Holding48,1620.1%MedicalNOVTNovanta$8,740,772$2,729,034 ▼-23.8%50,0130.1%Computer and TechnologyWHWyndham Hotels & Resorts$8,518,482$307,767 ▲3.7%110,9900.1%Consumer DiscretionaryCWANClearwater Analytics$8,453,874$480,107 ▼-5.4%477,8900.1%Computer and TechnologyMMSIMerit Medical Systems$8,302,957$576,988 ▲7.5%109,6100.1%MedicalOPCHOption Care Health$8,205,561$5,013,392 ▼-37.9%244,6500.1%MedicalCXTCrane NXT$7,586,340$6,015,566 ▼-44.2%122,5580.1%Business ServicesMYRGMYR Group$6,530,029$939,957 ▼-12.6%36,9450.1%UtilitiesShowing largest 100 holdings. 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