0001109147-24-000001.txt : 20240212
0001109147-24-000001.hdr.sgml : 20240212
20240212151323
ACCESSION NUMBER: 0001109147-24-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240212
DATE AS OF CHANGE: 20240212
EFFECTIVENESS DATE: 20240212
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: AXIOM INVESTORS LLC /DE
CENTRAL INDEX KEY: 0001109147
ORGANIZATION NAME:
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: 24619422
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
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12-31-2023
12-31-2023
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
2034228055
Michael Miley
Fairfield
CT
02-12-2024
0
134
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INFORMATION TABLE
2
AxiomSECTemplate4Q23.xml
ACADIA HEALTHCARE COMPANY IN
COM
00404A109
5317229
68380
SH
SOLE
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0
14390
ACV AUCTIONS INC
COM CL A
00091G104
5518842
364280
SH
SOLE
278850
0
85430
ADOBE SYSTEMS INCORPORATED
COM
00724F101
173151815
290231
SH
SOLE
26187
0
264044
ADVANCED MICRO DEVICES INC
COM
007903107
176008
1194
SH
SOLE
1194
0
0
AEROVIRONMENT INC
COM
008073108
12875616
102155
SH
SOLE
80190
0
21965
AGILYSYS INC
COM
00847J105
4922953
58040
SH
SOLE
44430
0
13610
ALCON AG
ORD SHS
H01301128
21416598
274150
SH
SOLE
274150
0
0
ALPHABET INC
CAP STK CL A
02079K305
221529482
1585865
SH
SOLE
150220
0
1435645
ALTAIR ENGR INC
COM CL A
021369103
12241385
145471
SH
SOLE
114530
0
30941
AMAZON COM INC
COM
023135106
604021668
3975396
SH
SOLE
1619413
0
2355983
AMERIPRISE FINL INC
COM
03076C106
91341898
240481
SH
SOLE
21694
0
218787
APELLIS PHARMACEUTICALS INC
COM
03753U106
1848537
30881
SH
SOLE
23641
0
7240
APPLE INC
COM
037833100
155914837
809821
SH
SOLE
69417
0
740404
ARCOS DORADOS HOLDINGS INC
SHS CLASS -A -
G0457F107
14288940
1126000
SH
SOLE
845200
0
280800
GALLAGHER ARTHUR J & CO
COM
363576109
138468960
615746
SH
SOLE
486562
0
129184
AXCELIS TECHNOLOGIES INC
COM NEW
054540208
1779476
13721
SH
SOLE
10501
0
3220
BEIGENE LTD
SPONSORED ADR
07725L102
15147535
83985
SH
SOLE
61624
0
22361
BLACKSTONE INC
COM
09260D107
217809902
1663687
SH
SOLE
903035
0
760652
BLUEPRINT MEDICINES CORP
COM
09627Y109
2212100
23982
SH
SOLE
18355
0
5627
BOOZ ALLEN HAMILTON HLDG COR
CL A
099502106
151619653
1185362
SH
SOLE
936739
0
248623
CACTUS INC
CL A
127203107
5060965
111475
SH
SOLE
87770
0
23705
CADENCE DESIGN SYSTEM INC
COM
127387108
244273945
896846
SH
SOLE
526410
0
370436
CAMTEK LTD
ORD
M20791105
6265708
90310
SH
SOLE
69135
0
21175
CASEYS GEN STORES INC
COM
147528103
16045091
58401
SH
SOLE
46046
0
12355
CEMEX SAB DE CV
SPON ADR NEW
151290889
51619417
6660570
SH
SOLE
4929470
0
1731100
CINTAS CORP
COM
172908105
77076598
127894
SH
SOLE
12338
0
115556
CLEARWATER ANALYTICS HLDGS I
CL A
185123106
10115751
505030
SH
SOLE
397505
0
107525
COGNIZANT TECHNOLOGY SOLUTIO
CL A
192446102
22361638
296063
SH
SOLE
217853
0
78210
COPART INC
COM
217204106
246970388
5040212
SH
SOLE
2531363
0
2508849
COSTCO WHSL CORP NEW
COM
22160K105
223309024
338306
SH
SOLE
191094
0
147212
CRANE COMPANY
COMMON STOCK
224408104
17181336
145432
SH
SOLE
111225
0
34207
CRANE NXT CO
COM
224441105
12496614
219740
SH
SOLE
171536
0
48204
DANAHER CORPORATION
COM
235851102
117070764
506055
SH
SOLE
44735
0
461320
DREAM FINDERS HOMES INC
COM CL A
26154D100
6718155
189084
SH
SOLE
150134
0
38950
DUOLINGO INC
CL A COM
26603R106
10162880
44800
SH
SOLE
34290
0
10510
ELEVANCE HEALTH INC
COM
036752103
72942787
154684
SH
SOLE
13089
0
141595
E L F BEAUTY INC
COM
26856L103
74054070
513053
SH
SOLE
140177
0
372876
LILLY ELI & CO
COM
532457108
419201672
719141
SH
SOLE
321443
0
397698
ENSIGN GROUP INC
COM
29358P101
21021982
187345
SH
SOLE
147725
0
39620
EVOLENT HEALTH INC
CL A
30050B101
4708261
142545
SH
SOLE
112820
0
29725
EVOLV TECHNOLOGIES HLDNGS IN
COM CL A
30049H102
1723532
365155
SH
SOLE
291510
0
73645
EXPONENT INC
COM
30214U102
10482307
119063
SH
SOLE
95013
0
24050
FEDERAL SIGNAL CORP
COM
313855108
18375777
239455
SH
SOLE
186765
0
52690
FOMENTO ECONOMICO MEXICANO S
SPON ADR UNITS
344419106
89923251
689860
SH
SOLE
514221
0
175639
FERRARI N V
COM
N3167Y103
9466226
27971
SH
SOLE
21946
0
6025
FIRSTCASH HOLDINGS INC
COM
33768G107
8346789
77007
SH
SOLE
58960
0
18047
FLYWIRE CORPORATION
COM VTG
302492103
2917363
126020
SH
SOLE
96495
0
29525
FTAI AVIATION LTD
SHS
G3730V105
17135149
369292
SH
SOLE
282436
0
86856
FTI CONSULTING INC
COM
302941109
65768093
330244
SH
SOLE
73278
0
256966
GARTNER INC
COM
366651107
311343040
690171
SH
SOLE
311860
0
378311
HAMILTON LANE INC
CL A
407497106
15439184
136100
SH
SOLE
106580
0
29520
HDFC BANK LTD
SPONSORED ADS
40415F101
3184369
47450
SH
SOLE
43600
0
3850
ICICI BANK LIMITED
ADR
45104G104
6803936
285400
SH
SOLE
285400
0
0
ICON PLC
SHS
G4705A100
42870951
151450
SH
SOLE
151450
0
0
IDEXX LABS INC
COM
45168D104
32680789
58879
SH
SOLE
4632
0
54247
INSMED INC
COM PAR $.01
457669307
1860237
60027
SH
SOLE
45914
0
14113
INSPIRE MED SYS INC
COM
457730109
5533499
27201
SH
SOLE
21722
0
5479
INSTALLED BLDG PRODS INC
COM
45780R101
18881284
103278
SH
SOLE
81797
0
21481
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
125528895
977411
SH
SOLE
755803
0
221608
ISHARES TR
CORE MSCI TOTAL
46432F834
4739890
73000
SH
SOLE
73000
0
0
ISHARES TR
CORE MSCI EAFE
46432F842
21731115
308900
SH
SOLE
308900
0
0
ISHARES INC
CORE MSCI EMKT
46434G103
27773478
549100
SH
SOLE
486200
0
62900
ISHARES TR
CORE S&P500 ETF
464287200
1623942
3400
SH
SOLE
0
0
3400
ISHARES TR
MSCI INDIA ETF
46429B598
49161432
1007200
SH
SOLE
910400
0
96800
ISHARES TR
MSCI SAUDI ARBIA
46434V423
8576058
202600
SH
SOLE
50000
0
152600
ISHARES TR
RUS 2000 GRW ETF
464287648
12711888
50400
SH
SOLE
50400
0
0
KE HLDGS INC
SPONSORED ADS
482497104
46487524
2867830
SH
SOLE
2117450
0
750380
KINSALE CAP GROUP INC
COM
49714P108
14781253
44135
SH
SOLE
34960
0
9175
LINDE PLC
SHS
G54950103
70532460
171733
SH
SOLE
163373
0
8360
LIVE NATION ENTERTAINMENT IN
COM
538034109
26860766
286974
SH
SOLE
24874
0
262100
MAKEMYTRIP LIMITED MAURITIUS
SHS
V5633W109
15975455
340048
SH
SOLE
255268
0
84780
MATADOR RES CO
COM
576485205
9621281
169210
SH
SOLE
131270
0
37940
MCDONALDS CORP
COM
580135101
364411
1229
SH
SOLE
1229
0
0
MERCADOLIBRE INC
COM
58733R102
450024623
286359
SH
SOLE
174738
0
111621
MERIT MED SYS INC
COM
589889104
7747388
101993
SH
SOLE
80603
0
21390
META PLATFORMS INC
CL A
30303M102
344290167
972681
SH
SOLE
619303
0
353378
MICROSOFT CORP
COM
594918104
801847014
2132345
SH
SOLE
1200542
0
931803
MINISO GROUP HLDG LTD
SPONSORED ADS
66981J102
33582460
1646199
SH
SOLE
1222657
0
423542
MODINE MFG CO
COM
607828100
16816893
281690
SH
SOLE
215685
0
66005
MONGODB INC
CL A
60937P106
153989673
376641
SH
SOLE
187542
0
189099
MSCI INC
COM
55354G100
149897
265
SH
SOLE
265
0
0
MYR GROUP INC DEL
COM
55405W104
6112498
42263
SH
SOLE
32358
0
9905
NETEASE INC
SPONSORED ADS
64110W102
1648000
17690
SH
SOLE
12980
0
4710
NEW ORIENTAL ED & TECHNOLOGY
SPON ADR
647581206
26287368
358725
SH
SOLE
264605
0
94120
NICE LTD
SPONSORED ADR
653656108
9802924
49135
SH
SOLE
49135
0
0
NOVA MEASURING INSTRUMENTS L
COM
M7516K103
18521683
134811
SH
SOLE
105333
0
29478
NOVANTA INC
COM
67000B104
11052411
65628
SH
SOLE
51352
0
14276
NU HLDGS LTD
ORD SHS CL A
G6683N103
104235622
12513280
SH
SOLE
9228280
0
3285000
NVIDIA CORPORATION
COM
67066G104
875510828
1767923
SH
SOLE
1006564
0
761359
OPTION CARE HEALTH INC
COM NEW
68404L201
13278071
394125
SH
SOLE
309970
0
84155
PALO ALTO NETWORKS INC
COM
697435105
282406281
957699
SH
SOLE
456744
0
500955
PARSONS CORP DEL
COM
70202L102
10308897
164390
SH
SOLE
129970
0
34420
PDD HOLDINGS INC
SPONSORED ADS
722304102
45474904
310812
SH
SOLE
261129
0
49683
PROLOGIS INC.
COM
74340W103
74445917
558484
SH
SOLE
49864
0
508620
PROS HOLDINGS INC
COM
74346Y103
14113819
363852
SH
SOLE
286597
0
77255
QUALYS INC
COM
74758T303
5204560
26516
SH
SOLE
20303
0
6213
RAMBUS INC DEL
COM
750917106
17714287
259550
SH
SOLE
204275
0
55275
RBC BEARINGS INC
COM
75524B104
12033754
42240
SH
SOLE
32339
0
9901
REMITLY GLOBAL INC
COM
75960P104
9157210
471535
SH
SOLE
366255
0
105280
ROLLINS INC
COM
775711104
327525
7500
SH
SOLE
7500
0
0
SERVICENOW INC
COM
81762P102
585922536
829343
SH
SOLE
432856
0
396487
SHOCKWAVE MED INC
COM
82489T104
3142906
16493
SH
SOLE
13208
0
3285
SHOPIFY INC
CL A
82509L107
41114607
527787
SH
SOLE
527787
0
0
SIMPSON MFG INC
COM
829073105
21147234
106815
SH
SOLE
83957
0
22858
SPROUT SOCIAL INC
COM CL A
85209W109
2835948
46158
SH
SOLE
36866
0
9292
SPS COMM INC
COM
78463M107
25306975
130556
SH
SOLE
102666
0
27890
STARBUCKS CORP
COM
855244109
39922494
415816
SH
SOLE
38076
0
377740
STIFEL FINL CORP
COM
860630102
7380034
106725
SH
SOLE
83145
0
23580
SUPER MICRO COMPUTER INC
COM
86800U104
15749425
55405
SH
SOLE
43260
0
12145
SUPERNUS PHARMACEUTICALS INC
COM
868459108
1402288
48455
SH
SOLE
37110
0
11345
SYNDAX PHARMACEUTICALS INC
COM
87164F105
1862242
86175
SH
SOLE
65955
0
20220
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADR
874039100
446767048
4295837
SH
SOLE
2179517
0
2116320
TE CONNECTIVITY LTD
SHS
H84989104
126253019
898598
SH
SOLE
70608
0
827990
TESLA INC
COM
88160R101
55447070
223145
SH
SOLE
20580
0
202565
TEXAS ROADHOUSE INC
COM
882681109
8374100
68511
SH
SOLE
52444
0
16067
TOPBUILD CORP
COM
89055F103
87450714
233663
SH
SOLE
185080
0
48583
TRANSMEDICS GROUP INC
COM
89377M109
6610387
83750
SH
SOLE
65730
0
18020
TREEHOUSE FOODS INC
COM
89469A104
4499605
108555
SH
SOLE
85940
0
22615
TREX CO INC
COM
89531P105
1462071
17660
SH
SOLE
17660
0
0
TRIP COM GROUP LTD
ADS
89677Q107
86197533
2393711
SH
SOLE
1768461
0
625250
TYLER TECHNOLOGIES INC
COM
902252105
418956
1002
SH
SOLE
1002
0
0
UBER TECHNOLOGIES INC
COM
90353T100
146070761
2372434
SH
SOLE
215357
0
2157077
UNITEDHEALTH GROUP INC
COM
91324P102
141937365
269602
SH
SOLE
213092
0
56510
UNITED THERAPEUTICS CORP DEL
COM
91307C102
1898750
8635
SH
SOLE
6565
0
2070
VARONIS SYS INC
COM
922280102
9758972
215525
SH
SOLE
165000
0
50525
VERTEX INC
CL A
92538J106
9253082
343470
SH
SOLE
271945
0
71525
VISA INC
COM CL A
92826C839
193200007
742078
SH
SOLE
66037
0
676041
VITA COCO CO INC
COM
92846Q107
3204967
124950
SH
SOLE
99635
0
25315
WILLSCOT MOBIL MINI HLDNG CO
COM CL A
971378104
6849173
153914
SH
SOLE
121700
0
32214
WINGSTOP INC
COM
974155103
11005999
42895
SH
SOLE
33572
0
9323
WYNDHAM HOTELS & RESORTS INC
COM
98311A105
8602262
106980
SH
SOLE
84825
0
22155
XP INC
CL A
G98239109
15509564
594920
SH
SOLE
436420
0
158500
ZETA GLOBAL HOLDINGS CORP
CL A
98956A105
3525133
399675
SH
SOLE
319225
0
80450
ZOETIS INC
CL A
98978V103
117331333
594474
SH
SOLE
53799
0
540675