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Axiom Investors LLC /De

All holdings · as of Mar 31, 2026

121 positions

CompanyClassValueShares% of portfolio
Atmus Filtration Technologies Inc.—$11.56M203,6700.1%
Garrett Motion Inc.GTXCommon Stock$11.60M638,6640.1%
CELESTICA INCCLSCommon Stock$11.90M42,2640.1%
OSI Systems Inc—$11.97M45,0720.1%
RAMBUS INC—$11.98M139,2290.1%
ICICI BANK LTDIBNADR$12.09M466,8490.1%
ASTRAZENECA PLC—$12.37M62,7280.1%
ICHOR HOLDINGS, LTD.—$12.38M265,5850.1%
Bloom Energy Corp—$12.81M94,5330.1%
FIRST FINANCIAL BANKSHARES INC—$12.84M435,9900.1%
HEALTHEQUITY, INC.—$12.84M153,6440.1%
Solaris Energy Infrastructure, Inc.—$13.07M231,3000.1%
InterDigital, Inc.—$14.00M46,3600.2%
Guardant Health, Inc.—$14.23M154,0260.2%
STIFEL FINANCIAL CORP—$14.29M193,3100.2%
IMAX CORP—$14.74M387,6700.2%
BridgeBio Pharma, Inc.—$14.85M199,9880.2%
Tesla Inc—$14.90M40,0750.2%
Argan, Inc.—$15.23M27,9650.2%
PLEXUS CORP—$15.38M75,9560.2%
MERCURY SYSTEMS INC—$15.39M211,0680.2%
LIVE NATION ENTERTAINMENT INC—$15.72M103,0920.2%
LITTELFUSE INC /DE—$15.89M46,8200.2%
STERLING INFRASTRUCTURE, INC.—$16.08M39,4710.2%
SPX Technologies, Inc.—$16.32M81,6440.2%
MILLICOM INTL CELLULAR S A—$16.48M219,9220.2%
Nextpower Inc.—$17.76M147,3410.2%
VSE CORP—$17.93M97,2300.2%
VIAVI SOLUTIONS INC.—$19.92M598,6750.2%
Axon Enterprise Inc—$20.16M47,4640.2%
FirstCash Holdings, Inc.—$20.57M109,3950.2%
Fabrinet—$21.32M40,8740.2%
ADVANCED ENERGY INDUSTRIES INC—$22.76M70,5430.3%
iShares MSCI UAE ETF—$25.23M538,7200.3%
SPOTIFY TECHNOLOGY S A—$26.26M54,1450.3%
CASEYS GENERAL STORES INC—$26.47M36,3650.3%
Visa Inc—$27.48M90,9200.3%
RBC Bearings Inc—$28.59M52,6330.3%
Ensign Group Inc/The—$29.62M146,9980.3%
NOVA LTD—$33.28M76,6400.4%
INSMED INC—$39.15M239,4470.4%
CREDICORP LTD.—$45.50M134,1400.5%
COSTCO WHOLESALE CORP /NEW—$52.99M53,1790.6%
Prologis Inc—$54.38M411,3950.6%
NU HLDGS LTD—$58.01M4,036,6260.6%
SOUTHERN COPPER CORPSCCOCommon Stock$59.15M343,7560.7%
MICRON TECHNOLOGY INC—$66.96M198,2000.7%
EMBRAER S.A.EMBJADR$69.47M1,170,7600.8%
TERADYNE, INC—$75.14M253,4630.8%
CINTAS CORP—$75.34M445,4430.8%
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