0001109147-22-000003.txt : 20220513 0001109147-22-000003.hdr.sgml : 20220513 20220513091642 ACCESSION NUMBER: 0001109147-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220513 DATE AS OF CHANGE: 20220513 EFFECTIVENESS DATE: 20220513 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: 22920517 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 03-31-2022 03-31-2022 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 05-13-2022 0 113 4230969 false
INFORMATION TABLE 2 Axiom1Q22.xml AXIOM 1Q22 ACADIA HEALTHCARE COMPANY IN COM 00404A109 7457 113790 SH SOLE NONE 28255 0 85535 ADOBE SYSTEMS INCORPORATED COM 00724F101 83663 183625 SH SOLE NONE 183625 0 0 ADVANCED MICRO DEVICES INC COM 007903107 66270 606090 SH SOLE NONE 606090 0 0 ALCON AG ORD SHS H01301128 27365 344954 SH SOLE NONE 344954 0 0 ALIGN TECHNOLOGY INC COM 016255101 37659 86375 SH SOLE NONE 86375 0 0 ALPHABET INC CAP STK CL A 02079K305 218553 78578 SH SOLE NONE 78578 0 0 AMAZON COM INC COM 023135106 138232 42403 SH SOLE NONE 42403 0 0 AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 13765 650820 SH SOLE NONE 344120 0 306700 AMERIPRISE FINL INC COM 03076C106 53591 178423 SH SOLE NONE 178423 0 0 AMN HEALTHCARE SVCS INC COM 001744101 1027 9841 SH SOLE NONE 1815 0 8026 APPLE INC COM 037833100 97965 561048 SH SOLE NONE 561048 0 0 APPLE HOSPITALITY REIT INC COM NEW 03784Y200 7460 415129 SH SOLE NONE 110865 0 304264 ARCHER DANIELS MIDLAND CO COM 039483102 961 10650 SH SOLE NONE 0 0 10650 AVALARA INC COM 05338G106 2430 24420 SH SOLE NONE 4510 0 19910 AZENTA INC COM 114340102 3369 40649 SH SOLE NONE 7500 0 33149 BAIDU INC SPON ADR REP A 056752108 42474 321044 SH SOLE NONE 228717 0 92327 BANCOLOMBIA S A SPON ADR PREF 05968L102 2896 67880 SH SOLE NONE 35930 0 31950 THE BEAUTY HEALTH COMPANY COM CL A 88331L108 4204 249074 SH SOLE NONE 74445 0 174629 BLACKSTONE INC COM 09260D107 57100 449822 SH SOLE NONE 449822 0 0 BLOCK INC CL A 852234103 20100 148228 SH SOLE NONE 148228 0 0 BOOT BARN HLDGS INC COM 099406100 4545 47944 SH SOLE NONE 12220 0 35724 CACTUS INC CL A 127203107 6931 122150 SH SOLE NONE 34915 0 87235 CALLAWAY GOLF CO COM 131193104 54698 2335520 SH SOLE NONE 2335520 0 0 CHART INDS INC COM 16115Q308 6436 37467 SH SOLE NONE 10457 0 27010 CHECK POINT SOFTWARE TECH LT ORD M22465104 31784 229884 SH SOLE NONE 229884 0 0 CHENIERE ENERGY INC COM NEW 16411R208 8903 64211 SH SOLE NONE 64211 0 0 COPA HOLDINGS SA CL A P31076105 39843 476365 SH SOLE NONE 355545 0 120820 COPART INC COM 217204106 87540 697696 SH SOLE NONE 697696 0 0 COSTCO WHSL CORP NEW COM 22160K105 52900 91864 SH SOLE NONE 91864 0 0 CUSHMAN WAKEFIELD PLC SHS G2717B108 2994 145990 SH SOLE NONE 39450 0 106540 CUSTOMERS BANCORP INC COM 23204G100 3384 64910 SH SOLE NONE 11980 0 52930 DANAHER CORPORATION COM 235851102 157704 537634 SH SOLE NONE 526401 0 11233 DEERE & CO COM 244199105 60696 146093 SH SOLE NONE 142038 0 4055 DICKS SPORTING GOODS INC COM 253393102 1207 12071 SH SOLE NONE 3788 0 8283 DLOCAL LTD CLASS A COM G29018101 10645 340527 SH SOLE NONE 267532 0 72995 ENDAVA PLC ADS 29260V105 22381 168237 SH SOLE NONE 168237 0 0 ENSIGN GROUP INC COM 29358P101 7782 86460 SH SOLE NONE 21705 0 64755 LAUDER ESTEE COS INC CL A 518439104 97967 359748 SH SOLE NONE 346299 0 13449 EXPONENT INC COM 30214U102 7640 70710 SH SOLE NONE 19260 0 51450 FEDERAL SIGNAL CORP COM 313855108 1377 40810 SH SOLE NONE 7535 0 33275 FIRST FINL BANKSHARES COM 32020R109 5131 116290 SH SOLE NONE 31460 0 84830 FTI CONSULTING INC COM 302941109 3902 24820 SH SOLE NONE 7035 0 17785 GARTNER INC COM 366651107 90113 302943 SH SOLE NONE 302943 0 0 GENERAC HLDGS INC COM 368736104 70064 235701 SH SOLE NONE 228231 0 7470 GENTHERM INC COM 37253A103 1856 25405 SH SOLE NONE 7555 0 17850 GLOBANT S A COM L44385109 142533 543874 SH SOLE NONE 430943 0 112931 HALOZYME THERAPEUTICS INC COM 40637H109 2574 64532 SH SOLE NONE 11910 0 52622 HAMILTON LANE INC CL A 407497106 5777 74749 SH SOLE NONE 19155 0 55594 HDFC BANK LTD SPONSORED ADS 40415F101 12456 203100 SH SOLE NONE 196100 0 7000 HELIOS TECHNOLOGIES INC COM 42328H109 5230 65172 SH SOLE NONE 18961 0 46211 HERC HLDGS INC COM 42704L104 5966 35703 SH SOLE NONE 9797 0 25906 HOSTESS BRANDS INC CL A 44109J106 8235 375320 SH SOLE NONE 106145 0 269175 ICICI BANK LIMITED ADR 45104G104 2413 127400 SH SOLE NONE 127400 0 0 ICON PLC SHS G4705A100 25400 104433 SH SOLE NONE 104433 0 0 IDEXX LABS INC COM 45168D104 55426 101317 SH SOLE NONE 101317 0 0 INFOSYS LTD SPONSORED ADR 456788108 188786 7584800 SH SOLE NONE 5466200 0 2118600 INSPIRE MED SYS INC COM 457730109 4705 18331 SH SOLE NONE 3382 0 14949 INTERCONTINENTAL EXCHANGE IN COM 45866F104 9253 70036 SH SOLE NONE 70036 0 0 INTREPID POTASH INC COM 46121Y201 4186 50960 SH SOLE NONE 15995 0 34965 IQVIA HLDGS INC COM 46266C105 43092 186374 SH SOLE NONE 186374 0 0 JOHN BEAN TECHNOLOGIES CORP COM 477839104 3020 25491 SH SOLE NONE 4705 0 20786 LANTHEUS HLDGS INC COM 516544103 4973 89905 SH SOLE NONE 16593 0 73312 LITTELFUSE INC COM 537008104 4849 19441 SH SOLE NONE 5407 0 14034 LIVE NATION ENTERTAINMENT IN COM 538034109 93904 798234 SH SOLE NONE 798234 0 0 MERCADOLIBRE INC COM 58733R102 44074 37053 SH SOLE NONE 28897 0 8156 MERCURY SYS INC COM 589378108 4705 72995 SH SOLE NONE 13470 0 59525 MICROSOFT CORP COM 594918104 309052 1002407 SH SOLE NONE 971940 0 30467 ISHARES INC CORE MSCI EMKT 46434G103 12099 217800 SH SOLE NONE 133600 0 84200 ISHARES INC MSCI MLY ETF NEW 46434G814 1019 39800 SH SOLE NONE 39800 0 0 ISHARES TR MSCI INDIA ETF 46429B598 37671 845200 SH SOLE NONE 845200 0 0 ISHARES TR MSCI INDIA SM CP 46429B614 12628 224900 SH SOLE NONE 224900 0 0 ISHARES TR CORE MSCI TOTAL 46432F834 22617 339700 SH SOLE NONE 339700 0 0 ISHARES TR CORE S&P500 ETF 464287200 3893 8580 SH SOLE NONE 0 0 8580 ISHARES TR MSCI SAUDI ARBIA 46434V423 12136 255700 SH SOLE NONE 14800 0 240900 MSCI INC COM 55354G100 10758 21393 SH SOLE NONE 21393 0 0 NETEASE INC SPONSORED ADS 64110W102 1502 16742 SH SOLE NONE 8872 0 7870 NICE LTD SPONSORED ADR 653656108 19177 87567 SH SOLE NONE 87567 0 0 NOVA MEASURING INSTRUMENTS L COM M7516K103 6291 57780 SH SOLE NONE 14670 0 43110 NOVANTA INC COM 67000B104 5017 35262 SH SOLE NONE 8678 0 26584 NUTRIEN LTD COM 67077M108 47887 460496 SH SOLE NONE 460496 0 0 NV5 GLOBAL INC COM 62945V109 7547 56615 SH SOLE NONE 14008 0 42607 NVIDIA CORPORATION COM 67066G104 60550 221910 SH SOLE NONE 210962 0 10948 OMNICELL COM COM 68213N109 6542 50525 SH SOLE NONE 13510 0 37015 PROGYNY INC COM 74340E103 5378 104637 SH SOLE NONE 19310 0 85327 SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 3625 42350 SH SOLE NONE 22300 0 20050 REPLIGEN CORP COM 759916109 14748 78408 SH SOLE NONE 51988 0 26420 SERVICENOW INC COM 81762P102 170615 306371 SH SOLE NONE 306371 0 0 SILVERGATE CAP CORP CL A 82837P408 2143 14233 SH SOLE NONE 4175 0 10058 SPROUT SOCIAL INC COM CL A 85209W109 5231 65290 SH SOLE NONE 17879 0 47411 SPS COMM INC COM 78463M107 7400 56406 SH SOLE NONE 13560 0 42846 STIFEL FINL CORP COM 860630102 4646 68420 SH SOLE NONE 19085 0 49335 STMICROELECTRONICS N V NY REGISTRY 861012102 14967 346300 SH SOLE NONE 346300 0 0 SVB FINANCIAL GROUP COM 78486Q101 85990 153705 SH SOLE NONE 153705 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 359481 3447928 SH SOLE NONE 2590318 0 857610 TASKUS INC CLASS A COM 87652V109 2109 54824 SH SOLE NONE 10115 0 44709 TATA MTRS LTD SPONSORED ADR 876568502 3200 114480 SH SOLE NONE 83138 0 31342 TE CONNECTIVITY LTD REG SHS H84989104 101072 771662 SH SOLE NONE 748002 0 23660 TESLA INC COM 88160R101 197218 183016 SH SOLE NONE 183016 0 0 TREX CO INC COM 89531P105 18016 275771 SH SOLE NONE 253486 0 22285 TYLER TECHNOLOGIES INC COM 902252105 498 1120 SH SOLE NONE 1120 0 0 UBER TECHNOLOGIES INC COM 90353T100 36952 1035664 SH SOLE NONE 1035664 0 0 UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 8310 238805 SH SOLE NONE 67895 0 170910 UNITEDHEALTH GROUP INC COM 91324P102 9323 18282 SH SOLE NONE 18282 0 0 UNITED NAT FOODS INC COM 911163103 3562 86147 SH SOLE NONE 23491 0 62656 UNITED THERAPEUTICS CORP DEL COM 91307C102 1179 6569 SH SOLE NONE 1215 0 5354 VIAVI SOLUTIONS INC COM 925550105 4149 258035 SH SOLE NONE 63555 0 194480 VISA INC COM CL A 92826C839 74810 337332 SH SOLE NONE 337332 0 0 WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 8288 211799 SH SOLE NONE 60907 0 150892 WINGSTOP INC COM 974155103 2484 21166 SH SOLE NONE 5388 0 15778 WYNDHAM HOTELS & RESORTS INC COM 98311A105 10812 127662 SH SOLE NONE 42288 0 85374 XP INC CL A G98239109 38640 1283721 SH SOLE NONE 952933 0 330788 ZOETIS INC CL A 98978V103 58119 308177 SH SOLE NONE 308177 0 0 ZURN WATER SOLUTIONS CORP COM 98983L108 5097 143995 SH SOLE NONE 31465 0 112530