Stock Taper

AXIOM INVESTORS LLC /DE

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Navitas Semiconductor CorpNVTS278.56K$4.99M
Mirion Technologies, Inc.MIR280.86K$5.04M
Solaris Energy Infrastructure, Inc.SEI308.86K$24.85M
Viavi Solutions Inc.VIAV315.3K$15.06M
Southern Copper CorporationSCCO325.29K$56.69M
Cintas CorporationCTAS326.28K$55.49M
Forgent Power Solutions, Inc.FPS343.19K$19.17M
Amphenol CorporationAPH383.52K$67.62M
Prologis, Inc.PLD403.52K$54.66M
Lumentum Holdings Inc.LITE406.46K$348.77M
Broadcom Inc.AVGO406.8K$153.67M
GE Vernova Inc.GEV411.06K$482.94M
Archrock, Inc.AROC412.05K$16.77M
ASML Holding N.V.ASML434.75K$864.92M
OneSpaWorld Holdings LtdOSW457.56K$12.92M
IMAX CorporationIMAX480.76K$19.16M
Johnson & JohnsonJNJ491.07K$124.72M
First Financial Bankshares, Inc.FFIN520.87K$18.02M
Tower Semiconductor Ltd.TSEM523.89K$136.55M
Nu Holdings Ltd.NU530.69K$7.09M