0001109147-21-000004.txt : 20210514 0001109147-21-000004.hdr.sgml : 20210514 20210514122114 ACCESSION NUMBER: 0001109147-21-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210514 DATE AS OF CHANGE: 20210514 EFFECTIVENESS DATE: 20210514 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: 21923075 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 03-31-2021 03-31-2021 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 05-14-2021 0 131 5526564 false
INFORMATION TABLE 2 Axiom1Q21.xml ACADIA HEALTHCARE COMPANY IN COM 00404A109 7838 137165 SH SOLE NONE 14825 0 122340 ACTIVISION BLIZZARD INC COM 00507V109 56000 602147 SH SOLE NONE 602147 0 0 ADAPTHEALTH CORP COM CL A 00653Q102 4446 120960 SH SOLE NONE 13085 0 107875 ADDUS HOMECARE CORP COM 006739106 2701 25824 SH SOLE NONE 2794 0 23030 ADOBE SYSTEMS INCORPORATED COM 00724F101 178305 375086 SH SOLE NONE 375086 0 0 ADVANCED MICRO DEVICES INC COM 007903107 72602 924863 SH SOLE NONE 924863 0 0 AFYA LTD CL A COM G01125106 7309 393150 SH SOLE NONE 393150 0 0 AIR TRANSPORT SERVICES GRP I COM 00922R105 2780 95010 SH SOLE NONE 24657 0 70353 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 324661 1431927 SH SOLE NONE 1070257 0 361670 ALLEGIANT TRAVEL CO COM 01748X102 6486 26575 SH SOLE NONE 2873 0 23702 ALLEGRO MICROSYSTEMS INC COM 01749D105 2113 83335 SH SOLE NONE 9005 0 74330 ALPHABET INC CAP STK CL A 02079K305 140769 68251 SH SOLE NONE 68251 0 0 ALTRA INDL MOTION CORP COM 02208R106 7571 136855 SH SOLE NONE 14855 0 122000 AMAZON COM INC COM 023135106 181715 58730 SH SOLE NONE 58730 0 0 AMERICAN EAGLE OUTFITTERS IN COM 02553E106 8473 289770 SH SOLE NONE 31325 0 258445 APPLE INC COM 037833100 92784 759591 SH SOLE NONE 759591 0 0 AVALARA INC COM 05338G106 11878 89021 SH SOLE NONE 62297 0 26724 BAIDU INC SPON ADR REP A 056752108 92754 426356 SH SOLE NONE 312877 0 113479 BALLYS CORPORATION COM 05875B106 2974 45775 SH SOLE NONE 4945 0 40830 BANCO BRADESCO S A SP ADR PFD NEW 059460303 2113 449600 SH SOLE NONE 226000 0 223600 BANCO SANTANDER CHILE NEW SP ADR REP COM 05965X109 3759 151389 SH SOLE NONE 76310 0 75079 BOOKING HOLDINGS INC COM 09857L108 2598 1115 SH SOLE NONE 1115 0 0 BOOT BARN HLDGS INC COM 099406100 6044 96995 SH SOLE NONE 10485 0 86510 BTRS HOLDINGS INC COM CL 1 11778X104 2177 150430 SH SOLE NONE 16240 0 134190 CASTLE BIOSCIENCES INC COM 14843C105 3333 48680 SH SOLE NONE 5270 0 43410 CHEGG INC COM 163092109 40501 472810 SH SOLE NONE 472810 0 0 CITIGROUP INC COM NEW 172967424 7143 98190 SH SOLE NONE 43550 0 54640 CONSTRUCTION PARTNERS INC COM CL A 21044C107 3018 101010 SH SOLE NONE 10925 0 90085 COPA HOLDINGS SA CL A P31076105 46836 579723 SH SOLE NONE 421096 0 158627 COPART INC COM 217204106 63834 587739 SH SOLE NONE 587739 0 0 CRYOPORT INC COM PAR $0.001 229050307 2212 42525 SH SOLE NONE 4610 0 37915 DANAHER CORPORATION COM 235851102 81221 360855 SH SOLE NONE 360855 0 0 DEERE & CO COM 244199105 85305 228004 SH SOLE NONE 228004 0 0 DEXCOM INC COM 252131107 16397 45624 SH SOLE NONE 45624 0 0 DICKS SPORTING GOODS INC COM 253393102 5956 78215 SH SOLE NONE 8465 0 69750 DMY TECHNOLOGY GROUP INC II COM CL A 233277102 1204 81835 SH SOLE NONE 8860 0 72975 DRAFTKINGS INC COM CL A 26142R104 47852 780246 SH SOLE NONE 780246 0 0 ENDAVA PLC ADS 29260V105 11307 133508 SH SOLE NONE 133508 0 0 ENSIGN GROUP INC COM 29358P101 8271 88142 SH SOLE NONE 9527 0 78615 LAUDER ESTEE COS INC CL A 518439104 90390 310778 SH SOLE NONE 295295 0 15483 EXPONENT INC COM 30214U102 8333 85510 SH SOLE NONE 9245 0 76265 FACEBOOK INC CL A 30303M102 134677 457261 SH SOLE NONE 457261 0 0 FEDERAL SIGNAL CORP COM 313855108 4955 129370 SH SOLE NONE 14030 0 115340 FIRST FINL BANKSHARES COM 32020R109 6402 137005 SH SOLE NONE 14810 0 122195 FRESHPET INC COM 358039105 8933 56247 SH SOLE NONE 6081 0 50166 GENERAC HLDGS INC COM 368736104 66181 202110 SH SOLE NONE 177676 0 24434 GLOBAL PMTS INC COM 37940X102 35462 175919 SH SOLE NONE 175919 0 0 GLOBANT S A COM L44385109 48219 232256 SH SOLE NONE 172903 0 59353 HALOZYME THERAPEUTICS INC COM 40637H109 4287 102830 SH SOLE NONE 11145 0 91685 HAMILTON LANE INC CL A 407497106 4525 51095 SH SOLE NONE 5530 0 45565 HDFC BANK LTD SPONSORED ADS 40415F101 9469 121880 SH SOLE NONE 110400 0 11480 HELIOS TECHNOLOGIES INC COM 42328H109 5624 77180 SH SOLE NONE 8345 0 68835 HOME DEPOT INC COM 437076102 72968 239042 SH SOLE NONE 239042 0 0 ICICI BANK LIMITED ADR 45104G104 32283 2013900 SH SOLE NONE 1580900 0 433000 IDEXX LABS INC COM 45168D104 83394 170432 SH SOLE NONE 170432 0 0 INFOSYS LTD SPONSORED ADR 456788108 152798 8162300 SH SOLE NONE 5983000 0 2179300 INSPIRE MED SYS INC COM 457730109 3685 17801 SH SOLE NONE 1926 0 15875 IQVIA HLDGS INC COM 46266C105 38248 198030 SH SOLE NONE 198030 0 0 ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 13756 2773420 SH SOLE NONE 2201220 0 572200 JD.COM INC SPON ADR CL A 47215P106 11118 131843 SH SOLE NONE 110348 0 21495 JOHN BEAN TECHNOLOGIES CORP COM 477839104 2958 22182 SH SOLE NONE 2397 0 19785 KEYSIGHT TECHNOLOGIES INC COM 49338L103 40242 280625 SH SOLE NONE 280625 0 0 LAS VEGAS SANDS CORP COM 517834107 68421 1126090 SH SOLE NONE 1126090 0 0 LITTELFUSE INC COM 537008104 8121 30711 SH SOLE NONE 3331 0 27380 LIVE NATION ENTERTAINMENT IN COM 538034109 60738 717521 SH SOLE NONE 717521 0 0 LIVEPERSON INC COM 538146101 2895 54885 SH SOLE NONE 11375 0 43510 LULULEMON ATHLETICA INC COM 550021109 35211 114803 SH SOLE NONE 114803 0 0 MASTERCARD INCORPORATED CL A 57636Q104 31657 88912 SH SOLE NONE 88912 0 0 MATCH GROUP INC NEW COM 57667L107 1470 10703 SH SOLE NONE 10703 0 0 MERCADOLIBRE INC COM 58733R102 39933 27126 SH SOLE NONE 21804 0 5322 MICROSOFT CORP COM 594918104 224699 953045 SH SOLE NONE 953045 0 0 ISHARES TR MSCI INDIA ETF 46429B598 26010 616638 SH SOLE NONE 616638 0 0 ISHARES TR MSCI INDIA SM CP 46429B614 12824 261600 SH SOLE NONE 261600 0 0 ISHARES INC CORE MSCI EMKT 46434G103 15221 236500 SH SOLE NONE 120500 0 116000 ISHARES TR CORE MSCI TOTAL 46432F834 23466 333900 SH SOLE NONE 333900 0 0 ISHARES TR CORE S&P500 ETF 464287200 4535 11400 SH SOLE NONE 0 0 11400 VANECK VECTORS ETF TR VIETNAM ETF 92189F817 939 51860 SH SOLE NONE 0 0 51860 MODERNA INC COM 60770K107 48420 369763 SH SOLE NONE 369763 0 0 NATERA INC COM 632307104 6430 63326 SH SOLE NONE 6846 0 56480 NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 1554 111000 SH SOLE NONE 111000 0 0 NICE LTD SPONSORED ADR 653656108 44569 204475 SH SOLE NONE 204475 0 0 NIKE INC CL B 654106103 74908 563681 SH SOLE NONE 535252 0 28429 NOVA MEASURING INSTRUMENTS L COM M7516K103 6823 74971 SH SOLE NONE 8111 0 66860 NOVANTA INC COM 67000B104 4439 33659 SH SOLE NONE 3639 0 30020 NVIDIA CORPORATION COM 67066G104 72776 136303 SH SOLE NONE 132781 0 3522 OMNICELL COM COM 68213N109 5619 43268 SH SOLE NONE 4679 0 38589 PAR TECHNOLOGY CORP COM 698884103 4387 67070 SH SOLE NONE 7250 0 59820 PAYPAL HLDGS INC COM 70450Y103 161414 664691 SH SOLE NONE 664691 0 0 POOL CORP COM 73278L105 56930 164901 SH SOLE NONE 164901 0 0 PROGYNY INC COM 74340E103 2840 63805 SH SOLE NONE 6905 0 56900 Q2 HLDGS INC COM 74736L109 471 4700 SH SOLE NONE 4700 0 0 RAVEN INDS INC COM 754212108 2769 72250 SH SOLE NONE 7810 0 64440 RBC BEARINGS INC COM 75524B104 5057 25702 SH SOLE NONE 2777 0 22925 REPLIGEN CORP COM 759916109 5526 28425 SH SOLE NONE 3075 0 25350 RINGCENTRAL INC CL A 76680R206 112229 376759 SH SOLE NONE 376759 0 0 SEA LTD SPONSORED ADS 81141R100 179132 802456 SH SOLE NONE 747170 0 55286 SERVICENOW INC COM 81762P102 161730 323389 SH SOLE NONE 323389 0 0 SHOPIFY INC CL A 82509L107 18460 16683 SH SOLE NONE 16683 0 0 SILICON LABORATORIES INC COM 826919102 5294 37529 SH SOLE NONE 4058 0 33471 SOUTHERN COPPER CORP COM 84265V105 72 1062 SH SOLE NONE 1062 0 0 SPS COMMERCE INC COM 78463M107 4069 40970 SH SOLE NONE 4445 0 36525 SQUARE INC CL A 852234103 43787 192853 SH SOLE NONE 192853 0 0 STIFEL FINL CORP COM 860630102 4796 74861 SH SOLE NONE 8114 0 66747 STMICROELECTRONICS N V NY REGISTRY 861012102 53653 1399770 SH SOLE NONE 1399770 0 0 STONECO LTD COM CL A G85158106 17027 278124 SH SOLE NONE 212627 0 65497 SUMMIT MATLS INC CL A 86614U100 4545 162220 SH SOLE NONE 17540 0 144680 SVB FINANCIAL GROUP COM 78486Q101 56787 115032 SH SOLE NONE 115032 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 620511 5246119 SH SOLE NONE 3941869 0 1304250 TAL EDUCATION GROUP SPONSORED ADS 874080104 41941 778840 SH SOLE NONE 578783 0 200057 TATA MTRS LTD SPONSORED ADR 876568502 3244 156040 SH SOLE NONE 78450 0 77590 TE CONNECTIVITY LTD REG SHS H84989104 56421 436997 SH SOLE NONE 436997 0 0 TESLA INC COM 88160R101 114969 172128 SH SOLE NONE 172128 0 0 TOPBUILD CORP COM 89055F103 7026 33550 SH SOLE NONE 3627 0 29923 TREX CO INC COM 89531P105 76940 840508 SH SOLE NONE 766708 0 73800 TRIP COM GROUP LTD ADS 89677Q107 70093 1768680 SH SOLE NONE 1306140 0 462540 TYLER TECHNOLOGIES INC COM 902252105 475 1120 SH SOLE NONE 1120 0 0 UBER TECHNOLOGIES INC COM 90353T100 45379 832483 SH SOLE NONE 832483 0 0 UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 5799 169955 SH SOLE NONE 18370 0 151585 UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 5465 599900 SH SOLE NONE 302700 0 297200 UNITED THERAPEUTICS CORP DEL COM 91307C102 3483 20822 SH SOLE NONE 2250 0 18572 VARONIS SYS INC COM 922280102 6369 124056 SH SOLE NONE 13411 0 110645 VEEVA SYS INC CL A COM 922475108 11194 42850 SH SOLE NONE 42850 0 0 VERACYTE INC COM 92337F107 2229 41465 SH SOLE NONE 4485 0 36980 VERTIV HOLDINGS CO COM CL A 92537N108 1403 70150 SH SOLE NONE 7585 0 62565 VIAVI SOLUTIONS INC COM 925550105 5226 332865 SH SOLE NONE 36005 0 296860 VISA INC COM CL A 92826C839 98136 463497 SH SOLE NONE 463497 0 0 WINGSTOP INC COM 974155103 3243 25503 SH SOLE NONE 2758 0 22745 WNS HOLDINGS LTD SPON ADR 92932M101 15433 213050 SH SOLE NONE 163600 0 49450 WYNDHAM HOTELS & RESORTS INC COM 98311A105 6365 91220 SH SOLE NONE 9860 0 81360 YANDEX N V SHS CLASS A N97284108 40801 636920 SH SOLE NONE 471590 0 165330 ZOETIS INC CL A 98978V103 37619 238883 SH SOLE NONE 238883 0 0