Axiom Investors LLC Reduced Holdings in Q2 2024

Axiom Investors LLC

  • $11.3 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
IT
Gartner Inc

Technology
-331K
- 46.3%
$412.59 - $477.44 $137M - $158M
384K $172M
NOW
Service Now, Inc.

Technology
-225K
- 49.08%
$643.29 - $786.67 $145M - $177M
233K $184M
CPRT
Copart Inc

Consumer Cyclical
-2.47M
- 81.46%
$52.14 - $58.07 $129M - $144M
563K $30.5M
ADBE
Adobe Inc.

Technology
-192K
- 57.9%
$439.02 - $555.54 $84.4M - $107M
140K $77.7M
BX
Blackstone Inc.

Financial Services
-513K
- 30.61%
$116.13 - $132.0 $59.5M - $67.7M
1.16M $144M
BLD
Top Build Corp

Industrials
-134K
- 33.89%
$379.45 - $446.91 $50.9M - $59.9M
261K $101M
PANW
Palo Alto Networks Inc

Technology
-260K
- 71.52%
$265.2 - $340.82 $69.1M - $88.8M
104K $35.2M
AJG
Arthur J. Gallagher & Co.

Financial Services
-214K
- 48.69%
$230.52 - $265.19 $49.3M - $56.7M
225K $58.4M
SHOP
Shopify Inc.

Technology
-623K
- 85.28%
$56.97 - $78.19 $35.5M - $48.7M
108K $7.1M
UBER
Uber Technologies, Inc

Technology
-507K
- 20.79%
$63.52 - $77.16 $32.2M - $39.2M
1.93M $140M
CDNS
Cadence Design Systems Inc

Technology
-101K
- 10.11%
$274.55 - $326.5 $27.7M - $33M
898K $276M
TCOM
Trip.Com Group LTD

Consumer Cyclical
-774K
- 43.37%
$46.96 - $57.05 $36.3M - $44.1M
1.01M $47.5M
MELI
Mercadolibre Inc

Consumer Cyclical
-40.2K
- 13.22%
$1356.43 - $1787.73 $54.5M - $71.8M
264K $433M
V
Visa Inc.

Financial Services
-45.4K
- 5.92%
$262.47 - $281.5 $11.9M - $12.8M
722K $189M
IEMG
Ishares Inc

ETFs
-456K
- 81.51%
$50.02 - $54.95 $22.8M - $25.1M
104K $5.54M
FMX
Mexican Economic Development Inc

Consumer Defensive
-30.2K
- 4.3%
$105.82 - $129.65 $3.19M - $3.91M
671K $72.3M
CX
Cemex Sab De Cv

Basic Materials
-123K
- 1.89%
$6.29 - $9.15 $773K - $1.12M
6.39M $40.9M
ZTS
Zoetis Inc.

Healthcare
-104K
- 22.0%
$145.54 - $178.83 $15.1M - $18.6M
369K $64M
KNSL
Kinsale Capital Group, Inc.

Financial Services
-20.3K
- 49.6%
$358.0 - $512.65 $7.27M - $10.4M
20.6K $7.95M
PLD
Prologis, Inc.

Real Estate
-28.9K
- 5.1%
$101.88 - $127.92 $2.94M - $3.69M
537K $60.3M
SMCI
Super Micro Computer, Inc.

Technology
-13K
- 90.86%
$713.65 - $1037.15 $9.25M - $13.4M
1.3K $1.07M
IBP
Installed Building Products, Inc.

Consumer Cyclical
-38.1K
- 37.47%
$196.45 - $259.46 $7.49M - $9.89M
63.6K $13.1M
TEL
Te Connectivity Ltd.

Technology
-97.3K
- 31.5%
$139.45 - $152.0 $13.6M - $14.8M
212K $31.8M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-695K
- 23.76%
$127.7 - $179.69 $88.8M - $125M
2.23M $388M
AZEK
Azek CO Inc.

Industrials
-166K
- 48.36%
$41.55 - $50.17 $6.88M - $8.31M
177K $7.45M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-39.2K
- 46.73%
$160.17 - $201.35 $6.29M - $7.9M
44.7K $7.54M
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
-766K
- 80.3%
$8.97 - $11.32 $6.87M - $8.67M
188K $1.69M
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
-130K
- 42.61%
$24.8 - $43.03 $3.22M - $5.58M
175K $4.51M
NICE
Nice Ltd.

Technology
-14.2K
- 20.3%
$161.78 - $254.61 $2.3M - $3.63M
55.9K $9.62M
AMP
Ameriprise Financial Inc

Financial Services
-12.2K
- 5.03%
$407.69 - $442.22 $4.99M - $5.42M
231K $98.8M
EDU
New Oriental Education & Technology Group Inc.

Consumer Defensive
-44.3K
- 9.13%
$71.34 - $89.59 $3.16M - $3.97M
441K $34.3M
DHR
Danaher Corp

Healthcare
-30.1K
- 5.04%
$235.51 - $267.98 $7.09M - $8.07M
567K $142M
IEFA
Ishares Tr

ETFs
-92K
- 24.17%
$70.77 - $76.19 $6.51M - $7.01M
289K $21M
ELV
Elevance Health, Inc.

Healthcare
-18.6K
- 13.45%
$497.49 - $547.8 $9.26M - $10.2M
120K $64.9M
PRO
Pros Holdings, Inc.

Technology
-139K
- 38.23%
$26.64 - $38.31 $3.69M - $5.31M
224K $6.42M
FCFS
First Cash Holdings, Inc.

Financial Services
-38.9K
- 40.5%
$104.88 - $132.5 $4.08M - $5.16M
57.2K $6M
VRNS
Varonis Systems Inc

Technology
-122K
- 43.88%
$41.5 - $47.97 $5.08M - $5.87M
157K $7.51M
TSLA
Tesla, Inc.

Consumer Cyclical
-40.4K
- 32.28%
$142.05 - $197.88 $5.74M - $8M
84.8K $16.8M
SPSC
Sps Commerce Inc

Technology
-22K
- 19.41%
$161.7 - $199.42 $3.55M - $4.38M
91.2K $17.2M
RGEN
Repligen Corp

Healthcare
-7.27K
- 15.09%
$120.0 - $182.95 $872K - $1.33M
40.9K $5.16M
OPCH
Option Care Health, Inc.

Healthcare
-66.6K
- 27.24%
$27.7 - $32.79 $1.85M - $2.18M
178K $4.93M
ALTR
Altair Engineering Inc.

Technology
-35.4K
- 29.84%
$80.45 - $99.2 $2.85M - $3.51M
83.3K $8.17M
DUOL
Duolingo, Inc.

Technology
-5.93K
- 23.42%
$175.78 - $248.84 $1.04M - $1.48M
19.4K $4.05M
CR
Crane Holdings, Co.

Industrials
-18.9K
- 15.45%
$129.39 - $149.62 $2.45M - $2.83M
104K $15M
RMBS
Rambus Inc

Technology
-2.9K
- 0.91%
$52.75 - $62.33 $153K - $181K
315K $18.5M
ROLL
Rbc Bearings Inc

Industrials
-4.63K
- 13.56%
N/A
29.6K $7.27M
RACE
Ferrari N.V.

Consumer Cyclical
-893
- 3.21%
$401.0 - $431.75 $358K - $386K
27K $11M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
-9.02K
- 8.12%
$67.75 - $75.42 $611K - $680K
102K $7.55M
KSA
Ishares Tr Msci Saudi Arabia E

ETFs
-5.35K
- 7.6%
$39.98 - $45.05 $214K - $241K
65.1K $2.64M
Activity Summary
Buys All Purchases 62 New Holdings 11 Increased Positions 51 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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