Holders — by stockHoldings — by fund
AXIOM INVESTORS LLC /DE
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001109147
$11.56B
disclosed book value
133
positions
11.3%
largest position share
Positions, as of 2026-06-30
top 100 of 133 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 6.5M | $1.31B | 11.3% |
| 2 | GOOGLALPHABET INC | 3.2M | $1.14B | 9.9% |
| 3 | ASMLASML HLDG NV | 434,755 | $864.9M | 7.5% |
| 4 | MUMICRON TECHNOLOGY INC | 589,089 | $680.0M | 5.9% |
| 5 | AMZNAMAZON COM INC | 2.8M | $655.7M | 5.7% |
| 6 | MSMORGAN STANLEY | 2.8M | $582.6M | 5% |
| 7 | GEGE AEROSPACE | 1.4M | $516.0M | 4.5% |
| 8 | JPMJPMORGAN CHASE & CO. | 1.6M | $514.3M | 4.5% |
| 9 | AMDADVANCED MICRO DEVICES INC | 879,325 | $510.8M | 4.4% |
| 10 | GEVGE VERNOVA INC | 411,058 | $482.9M | 4.2% |
| 11 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 899,501 | $429.6M | 3.7% |
| 12 | LITELUMENTUM HLDGS INC | 406,459 | $348.8M | 3% |
| 13 | HWMHOWMET AEROSPACE INC | 691,749 | $186.0M | 1.6% |
| 14 | AAPLAPPLE INC | 631,399 | $182.7M | 1.6% |
| 15 | AVGOBROADCOM INC | 406,798 | $153.7M | 1.3% |
| 16 | TIGOMILLICOM INTL CELLULAR S A | 1.6M | $144.8M | 1.3% |
| 17 | TSEMTOWER SEMICONDUCTOR LTD | 523,887 | $136.5M | 1.2% |
| 18 | STMSTMICROELECTRONICS N V | 1.8M | $132.4M | 1.1% |
| 19 | JNJJOHNSON & JOHNSON | 491,072 | $124.7M | 1.1% |
| 20 | TERTERADYNE INC | 251,481 | $121.7M | 1.1% |
| 21 | CWCURTISS WRIGHT CORP | 154,908 | $117.4M | 1% |
| 22 | TJXTJX COS INC NEW | 763,444 | $115.7M | 1% |
| 23 | IEFAISHARES TR | 1.1M | $106.6M | 0.9% |
| 24 | AERAERCAP HOLDINGS NV | 686,423 | $100.1M | 0.9% |
| 25 | EMBJEMBRAER S.A. | 1.5M | $93.7M | 0.8% |
| 26 | EMEEMCOR GROUP INC | 99,778 | $82.8M | 0.7% |
| 27 | NOKNOKIA CORP | 6.2M | $81.7M | 0.7% |
| 28 | CSCOCISCO SYS INC | 651,615 | $76.5M | 0.7% |
| 29 | APHAMPHENOL CORP NEW | 383,520 | $67.6M | 0.6% |
| 30 | SCCOSOUTHERN COPPER CORP | 325,291 | $56.7M | 0.5% |
| 31 | CTASCINTAS CORP | 326,280 | $55.5M | 0.5% |
| 32 | PLDPROLOGIS INC. | 403,520 | $54.7M | 0.5% |
| 33 | COSTCOSTCO WHSL CORP NEW | 57,764 | $54.0M | 0.5% |
| 34 | BAPCREDICORP LTD | 99,685 | $38.8M | 0.3% |
| 35 | NVMINOVA MEASURING INSTRUMENTS L | 68,212 | $37.0M | 0.3% |
| 36 | AMXAMERICA MOVIL SAB DE CV | 1.4M | $36.6M | 0.3% |
| 37 | HSYHERSHEY CO | 202,470 | $35.5M | 0.3% |
| 38 | INDAISHARES TR | 665,600 | $32.9M | 0.3% |
| 39 | AXONAXON ENTERPRISE INC | 55,704 | $31.2M | 0.3% |
| 40 | VVISA INC | 89,593 | $30.7M | 0.3% |
| 41 | UTHRUNITED THERAPEUTICS CORP DEL | 54,437 | $29.5M | 0.3% |
| 42 | MRCYMERCURY SYS INC | 204,433 | $25.0M | 0.2% |
| 43 | SEISOLARIS ENERGY INFRAS INC | 308,860 | $24.9M | 0.2% |
| 44 | CASYCASEYS GEN STORES INC | 29,735 | $23.6M | 0.2% |
| 45 | RBCRBC BEARINGS INC | 35,780 | $23.0M | 0.2% |
| 46 | STRLSTERLING INFRASTRUCTURE INC | 26,737 | $22.4M | 0.2% |
| 47 | BEBLOOM ENERGY CORP | 73,388 | $22.2M | 0.2% |
| 48 | GHGUARDANT HEALTH INC | 146,458 | $22.0M | 0.2% |
| 49 | FCFSFIRSTCASH HOLDINGS INC | 96,899 | $21.0M | 0.2% |
| 50 | GTXGARRETT MOTION INC | 545,495 | $19.8M | 0.2% |
| 51 | LGNLEGENCE CORP | 225,101 | $19.2M | 0.2% |
| 52 | FPSFORGENT POWER SOLUTIONS INC | 343,185 | $19.2M | 0.2% |
| 53 | IMAXIMAX CORP | 480,765 | $19.2M | 0.2% |
| 54 | PLXSPLEXUS CORP | 63,317 | $19.0M | 0.2% |
| 55 | VSECVSE CORP | 82,533 | $18.9M | 0.2% |
| 56 | CLSCELESTICA INC | 51,279 | $18.7M | 0.2% |
| 57 | JANJANUS LIVING INC | 643,830 | $18.5M | 0.2% |
| 58 | SXTSENSIENT TECHNOLOGIES CORP | 149,945 | $18.5M | 0.2% |
| 59 | FROGJFROG LTD | 202,081 | $18.4M | 0.2% |
| 60 | IWOISHARES TR | 46,400 | $18.3M | 0.2% |
| 61 | BTSGBRIGHTSPRING HEALTH SVCS INC | 259,867 | $18.1M | 0.2% |
| 62 | FFINFIRST FINL BANKSHARES INC | 520,870 | $18.0M | 0.2% |
| 63 | LYVLIVE NATION ENTERTAINMENT IN | 95,649 | $17.5M | 0.2% |
| 64 | METAMETA PLATFORMS INC | 30,981 | $17.5M | 0.2% |
| 65 | IEMGISHARES INC | 203,500 | $16.9M | 0.1% |
| 66 | AROCARCHROCK INC | 412,054 | $16.8M | 0.1% |
| 67 | TSLATESLA INC | 39,734 | $16.7M | 0.1% |
| 68 | NOVTNOVANTA INC | 100,168 | $16.3M | 0.1% |
| 69 | ICHRICHOR HOLDINGS | 140,585 | $15.8M | 0.1% |
| 70 | VLYVALLEY NATL BANCORP | 1.1M | $15.6M | 0.1% |
| 71 | AEISADVANCED ENERGY INDS | 41,546 | $15.5M | 0.1% |
| 72 | LFUSLITTELFUSE | 33,859 | $15.4M | 0.1% |
| 73 | CWSTCASELLA WASTE SYS INC | 156,187 | $15.1M | 0.1% |
| 74 | VIAVVIAVI SOLUTIONS INC | 315,300 | $15.1M | 0.1% |
| 75 | AGXARGAN INC | 18,681 | $14.9M | 0.1% |
| 76 | LASRNLIGHT INC | 211,738 | $14.7M | 0.1% |
| 77 | AIRAAR CORP | 102,396 | $14.6M | 0.1% |
| 78 | SPXCSPX TECHNOLOGIES INC | 57,569 | $14.1M | 0.1% |
| 79 | LINCLINCOLN EDL SVCS CORP | 275,610 | $13.8M | 0.1% |
| 80 | OSWONESPAWORLD HOLDINGS LIMITED | 457,555 | $12.9M | 0.1% |
| 81 | SPHRSPHERE ENTERTAINMENT CO | 74,057 | $12.8M | 0.1% |
| 82 | ESEESCO TECHNOLOGIES INC | 32,810 | $11.5M | 0.1% |
| 83 | BOOTBOOT BARN HLDGS INC | 67,658 | $11.1M | 0.1% |
| 84 | NPKINPK INTERNATIONAL INC | 695,540 | $11.1M | 0.1% |
| 85 | HQYHEALTHEQUITY INC | 120,911 | $10.9M | 0.1% |
| 86 | PTGXPROTAGONIST THERAPEUTICS INC | 81,683 | $10.0M | 0.1% |
| 87 | RYTMRHYTHM PHARMACEUTICALS INC | 86,880 | $9.6M | 0.1% |
| 88 | IDCCINTERDIGITAL INC | 33,936 | $9.6M | 0.1% |
| 89 | AAOIAPPLIED OPTOELECTRONICS INC | 63,178 | $9.4M | 0.1% |
| 90 | LIONLIONSGATE STUDIOS CORP | 608,906 | $9.3M | 0.1% |
| 91 | EZPWEZCORP INC | 251,920 | $8.7M | 0.1% |
| 92 | RMBSRAMBUS INC DEL | 63,690 | $8.5M | 0.1% |
| 93 | HEIHEICO CORP NEW | 22,939 | $8.2M | 0.1% |
| 94 | ENSGENSIGN GROUP INC | 45,185 | $7.2M | 0.1% |
| 95 | NUNU HLDGS LTD | 530,688 | $7.1M | 0.1% |
| 96 | IBNICICI BANK LIMITED | 242,180 | $7.0M | 0.1% |
| 97 | SNDKSANDISK CORP | 3,052 | $6.9M | 0.1% |
| 98 | PIPRPIPER SANDLER COMPANIES | 95,230 | $6.9M | 0.1% |
| 99 | VSXYVICTORIAS SECRET AND CO | 81,802 | $6.8M | 0.1% |
| 100 | CIBGRUPO CIBEST SA | 85,470 | $6.8M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.