AXIOM INVESTORS LLC /DE — 13F holdings

AXIOM INVESTORS LLC /DE reported 133 holdings worth $11.6B in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $1.31B (11.3%)
2. GOOGL ALPHABET INC — $1.14B (9.9%)
3. ASML ASML HOLDING N V — $865M (7.5%)
4. MU MICRON TECHNOLOGY INC — $680M (5.9%)
5. AMZN AMAZON COM INC — $656M (5.7%)
6. MS MORGAN STANLEY — $583M (5.0%)
7. GE GE AEROSPACE — $516M (4.5%)
8. JPM JPMorgan Chase & Co. — $514M (4.5%)
9. AMD ADVANCED MICRO DEVICES INC — $511M (4.4%)
10. GEV GE VERNOVA INC — $483M (4.2%)