AXA Top Holdings and 13F Report (2021) About AXAAXA OTCMKTS: AXAHY has filed 13-F forms with the SEC as an investor. AXA is itself a publicly traded company. For more information on AXA stock, visit the AXA stock profile here.Investment ActivityAXA has $32.92 billion in total holdings as of September 30, 2021.AXA owns shares of 1,065 different stocks, but just 171 companies or ETFs make up 80% of its holdings.Approximately 8.13% of the portfolio was purchased this quarter.About 12.27% of the portfolio was sold this quarter.This quarter, AXA has purchased 1,087 new stocks and bought additional shares in 400 stocks.AXA sold shares of 474 stocks and completely divested from 106 stocks this quarter.Largest Holdings NVIDIA $1,916,328,103Microsoft $1,672,299,144Apple $1,624,815,862Amazon.com $1,326,333,214Alphabet $682,073,811 Largest New Holdings this Quarter 09290D101 - BLACKROCK INC $95,617,135 Holding040413205 - ARISTA NETWORKS INC $74,480,973 Holding512807306 - LAM RESEARCH CORP $39,887,717 Holding477839104 - John Bean Technologies $34,422,366 HoldingM2029K104 - BIRKENSTOCK HOLDING PLC $29,050,262 Holding Largest Purchases this Quarter Palo Alto Networks 682,671 shares (about $124.22M)BLACKROCK INC 93,275 shares (about $95.62M)Salesforce 274,104 shares (about $91.64M)ARISTA NETWORKS INC 673,853 shares (about $74.48M)Sherwin-Williams 203,812 shares (about $69.28M) Largest Sales this Quarter Broadcom 412,219 shares (about $95.57M)Apple 352,938 shares (about $88.38M)Advanced Micro Devices 662,562 shares (about $80.03M)NVIDIA 502,305 shares (about $67.45M)Automatic Data Processing 218,002 shares (about $63.82M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAXA Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$1,916,328,103$67,454,538 ▼-3.4%14,270,0735.8%Computer and TechnologyMSFTMicrosoft$1,672,299,144$28,473,590 ▼-1.7%3,967,4955.1%Computer and TechnologyAAPLApple$1,624,815,862$88,382,734 ▼-5.2%6,488,3634.9%Computer and TechnologyAMZNAmazon.com$1,326,333,214$22,916,602 ▲1.8%6,045,5504.0%Retail/WholesaleGOOGAlphabet$682,073,811$45,723,311 ▼-6.3%3,581,5682.1%Computer and TechnologyGOOGLAlphabet$582,244,776$23,158,773 ▲4.1%3,075,7781.8%Computer and TechnologyVVisa$580,891,950$23,265,285 ▼-3.9%1,838,0331.8%Business ServicesAVGOBroadcom$540,684,961$95,568,853 ▼-15.0%2,332,1471.6%Computer and TechnologyMETAMeta Platforms$421,106,403$4,903,061 ▲1.2%719,2131.3%Computer and TechnologyISRGIntuitive Surgical$403,157,207$9,717,851 ▼-2.4%772,3911.2%MedicalCRMSalesforce$374,293,468$91,641,190 ▲32.4%1,119,5331.1%Computer and TechnologyCOSTCostco Wholesale$361,145,988$30,448,568 ▼-7.8%394,1481.1%Retail/WholesaleCDNSCadence Design Systems$341,061,160$33,748,869 ▼-9.0%1,135,1301.0%Computer and TechnologyTMOThermo Fisher Scientific$337,328,057$18,073,310 ▲5.7%648,4211.0%MedicalTSLATesla$333,092,078$44,879,547 ▼-11.9%824,8121.0%Auto/Tires/TrucksNOWServiceNow$326,558,304$7,173,832 ▼-2.1%308,0391.0%Computer and TechnologyTJXTJX Companies$312,666,548$12,299,787 ▲4.1%2,588,0850.9%Retail/WholesaleQCOMQUALCOMM$277,593,030$29,414,236 ▲11.9%1,807,0110.8%Computer and TechnologyLLYEli Lilly and Company$264,610,720$32,782,980 ▼-11.0%342,7600.8%MedicalRACEFerrari$250,087,164$19,928,395 ▼-7.4%588,6620.8%Auto/Tires/TrucksPGProcter & Gamble$231,857,101$14,007,828 ▼-5.7%1,382,9830.7%Consumer StaplesUNHUnitedHealth Group$226,215,027$34,044,884 ▼-13.1%447,1890.7%MedicalHDHome Depot$223,963,716$64,755,943 ▲40.7%575,7570.7%Retail/WholesaleZTSZoetis$223,119,111$19,180,771 ▲9.4%1,369,4170.7%MedicalPANWPalo Alto Networks$222,192,266$124,218,815 ▲126.8%1,221,1050.7%Computer and TechnologyADSKAutodesk$216,774,881$46,033,550 ▲27.0%733,4130.7%Computer and TechnologyETNEaton$205,684,065$25,583,526 ▲14.2%619,7730.6%IndustrialsEQIXEquinix$201,864,263$7,582,721 ▼-3.6%214,0910.6%FinanceLINDE PLC$190,801,317$50,526,770 ▲36.0%455,7320.6%SHSINTUIntuit$189,492,751$45,681,266 ▲31.8%301,5000.6%Computer and TechnologyCMGChipotle Mexican Grill$184,476,694$35,736,433 ▲24.0%3,059,3150.6%Retail/WholesaleBKNGBooking$179,677,941$7,626,525 ▲4.4%36,1640.5%Retail/WholesaleCSCOCisco Systems$178,420,867$13,001,563 ▲7.9%3,013,8660.5%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$176,785,346$21,259,996 ▲13.7%895,1610.5%Computer and TechnologyBSXBoston Scientific$176,205,584$857,204 ▲0.5%1,972,7450.5%MedicalAXPAmerican Express$175,629,045$8,528,854 ▼-4.6%591,7620.5%FinanceDXCMDexCom$175,538,478$5,936,340 ▼-3.3%2,257,1490.5%MedicalABBVAbbVie$172,705,387$22,313,434 ▲14.8%971,8930.5%MedicalACNAccenture$167,535,063$16,661,126 ▲11.0%476,2360.5%Computer and TechnologyGILDGilead Sciences$166,271,265$18,637,403 ▲12.6%1,800,0570.5%MedicalJPMJPMorgan Chase & Co.$164,370,107$5,022,404 ▼-3.0%685,7040.5%FinancePLDPrologis$155,369,171$4,176,101 ▼-2.6%1,469,9070.5%FinanceUBSUBS Group$154,398,051$2,744,506 ▲1.8%5,092,2840.5%FinanceADPAutomatic Data Processing$151,870,959$63,815,726 ▼-29.6%518,8090.5%Business ServicesAMDAdvanced Micro Devices$142,626,657$80,030,864 ▼-35.9%1,180,7820.4%Computer and TechnologyPAYOPayoneer Global$141,988,019$500,243 ▼-0.4%14,142,2330.4%Business ServicesSHWSherwin-Williams$141,976,184$69,281,813 ▲95.3%417,6630.4%Basic MaterialsPGRProgressive$136,929,448$10,626,224 ▲8.4%571,4680.4%FinanceUBERUber Technologies$134,057,098$37,786,318 ▲39.3%2,222,4320.4%Computer and TechnologyMAMastercard$130,476,148$33,352,944 ▼-20.4%247,7850.4%Business ServicesMRKMerck & Co., Inc.$130,413,007$7,602,659 ▲6.2%1,310,9470.4%MedicalABTAbbott Laboratories$125,499,391$35,373,456 ▼-22.0%1,109,5340.4%MedicalCMECME Group$122,002,727$11,683,259 ▼-8.7%525,3530.4%FinanceAXONAxon Enterprise$118,216,192$32,408,864 ▼-21.5%198,9100.4%AerospaceGMEDGlobus Medical$117,712,459$3,061,345 ▼-2.5%1,423,1950.4%MedicalBMYBristol-Myers Squibb$114,940,893$50,917,575 ▲79.5%2,032,1940.3%MedicalAMATApplied Materials$113,079,241$46,701,969 ▼-29.2%695,3160.3%Computer and TechnologyZBRAZebra Technologies$112,963,943$1,591,226 ▲1.4%292,4860.3%IndustrialsNFLXNetflix$112,845,568$9,973,871 ▼-8.1%126,6050.3%Consumer DiscretionaryJNJJohnson & Johnson$110,713,985$10,666,593 ▲10.7%765,5510.3%MedicalNXPINXP Semiconductors$110,366,896$20,625,995 ▼-15.7%530,9930.3%Computer and TechnologyECLEcolab$109,830,002$3,755,447 ▼-3.3%468,7180.3%Basic MaterialsBDXBecton, Dickinson and Company$106,882,995$4,477,053 ▲4.4%471,1200.3%MedicalRSGRepublic Services$105,874,999$964,055 ▲0.9%526,2700.3%Business ServicesWDAYWorkday$104,731,281$24,758,237 ▼-19.1%405,8880.3%Computer and TechnologySTLAStellantis$99,812,191$15,953,301 ▼-13.8%7,894,0360.3%Auto/Tires/TrucksUNPUnion Pacific$98,649,876$25,706,037 ▼-20.7%432,5990.3%TransportationTERTeradyne$97,854,069$11,012,585 ▲12.7%777,1130.3%Computer and TechnologyGEGE Aerospace$97,611,180$301,890 ▲0.3%585,2340.3%IndustrialsBLACKROCK INC$95,617,135$95,617,135 ▲New Holding93,2750.3%COMROPRoper Technologies$94,880,424$4,628,225 ▲5.1%182,5150.3%Computer and TechnologyTXNTexas Instruments$92,146,352$1,927,040 ▲2.1%491,4210.3%Computer and TechnologyTRMBTrimble$90,072,351$7,393,509 ▼-7.6%1,274,7290.3%IndustrialsFIFiserv$87,864,913$1,329,478 ▼-1.5%427,7330.3%Business ServicesCTSHCognizant Technology Solutions$85,620,153$1,067,987 ▲1.3%1,113,3960.3%Computer and TechnologyKOCoca-Cola$85,469,780$2,563,929 ▲3.1%1,372,7880.3%Consumer StaplesICEIntercontinental Exchange$84,802,635$915,219 ▲1.1%569,1070.3%FinanceGISGeneral Mills$84,759,450$40,125,934 ▲89.9%1,329,1430.3%Consumer StaplesNEENextEra Energy$83,332,886$6,790,118 ▼-7.5%1,162,4060.3%UtilitiesCMICummins$83,331,436$5,745,974 ▼-6.5%239,0460.3%Auto/Tires/TrucksNTAPNetApp$82,340,304$2,814,011 ▲3.5%709,3410.3%Computer and TechnologyVEEVVeeva Systems$81,378,315$10,895,576 ▼-11.8%387,0550.2%MedicalANSSANSYS$78,596,878$2,602,838 ▼-3.2%232,9970.2%Computer and TechnologyAMPAmeriprise Financial$77,662,902$3,519,362 ▼-4.3%145,8650.2%FinanceNOVTNovanta$76,001,089$1,505,090 ▼-1.9%497,4870.2%Computer and TechnologyPCARPACCAR$75,638,039$16,783,939 ▼-18.2%727,1490.2%Auto/Tires/TrucksDLRDigital Realty Trust$75,312,228$16,796,343 ▲28.7%424,7010.2%FinanceBSYBentley Systems$74,867,432$5,268,881 ▲7.6%1,603,1570.2%Computer and TechnologyPCORProcore Technologies$74,537,142$7,637,390 ▲11.4%994,7570.2%Computer and TechnologyARISTA NETWORKS INC$74,480,973$74,480,973 ▲New Holding673,8530.2%COM SHSSPGIS&P Global$74,384,765$27,482,790 ▲58.6%149,3580.2%Business ServicesPEPPepsiCo$74,382,582$8,235,874 ▼-10.0%489,1660.2%Consumer StaplesMRVLMarvell Technology$71,463,580$4,264,585 ▼-5.6%647,0220.2%Computer and TechnologyAMGNAmgen$70,810,676$23,310,078 ▼-24.8%271,6800.2%MedicalADBEAdobe$70,689,890$37,354,009 ▼-34.6%158,9680.2%Computer and TechnologyWMTWalmart$70,507,514$11,885,814 ▼-14.4%780,3820.2%Retail/WholesalePLNTPlanet Fitness$67,655,061$2,162,682 ▼-3.1%684,2830.2%Consumer DiscretionaryDHRDanaher$67,355,938$9,379,643 ▼-12.2%293,4260.2%MedicalCMCSAComcast$65,260,317$3,689,912 ▲6.0%1,738,8840.2%Consumer DiscretionaryITWIllinois Tool Works$64,811,204$271,563 ▲0.4%255,6050.2%IndustrialsShowing largest 100 holdings. 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