AXIOM INVESTORS LLC /DE
GREENWICH CT · SEC CIK 0001109147
$89.86亿2026Q1 申报市值
121持仓数
68.0%前十大占比 · 第一大 13.9%
32 / 29新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ASML 新建仓+$5.01亿
NVDA 加仓+$2.14亿
HWM 加仓+$1.08亿
HSY 新建仓+$7,913.89万
TER 新建仓+$7,514.16万
2026Q1 卖出最多 按季末市值估算
MSFT 减仓-$6.93亿
META 减仓-$4.21亿
APP 清仓-$3.92亿
NOW 清仓-$1.85亿
BSX 清仓-$1.57亿
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -581,244 | -100.0% | -$3.92亿 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -1,208,445 | -100.0% | -$1.85亿 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -1,641,563 | -100.0% | -$1.57亿 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -33,160 | -100.0% | -$6,679.29万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -428,304 | -100.0% | -$6,601.88万 | 清仓 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -676,566 | -100.0% | -$6,343.48万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -162,149 | -100.0% | -$3,160.45万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -361,519 | -100.0% | -$2,953.97万 | 清仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $0 | 0.00% | 0 | -1,221,574 | -100.0% | -$2,141.42万 | 清仓 |
| — | PIPER SANDLER COMPANIES | $0 | 0.00% | 0 | -210,188 | -100.0% | -$1,785.07万 | 清仓 |
| — | CUSHMAN WAKEFIELD PLC | $0 | 0.00% | 0 | -977,095 | -100.0% | -$1,581.92万 | 清仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $0 | 0.00% | 0 | -107,200 | -100.0% | -$1,542.50万 | 清仓 |
| GRAB | GRAB HOLDINGS LIMITED | $0 | 0.00% | 0 | -2,649,033 | -100.0% | -$1,321.87万 | 清仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $0 | 0.00% | 0 | -143,284 | -100.0% | -$1,176.65万 | 清仓 |
| HURN | HURON CONSULTING GROUP INC | $0 | 0.00% | 0 | -64,804 | -100.0% | -$1,120.53万 | 清仓 |
| MOD | MODINE MFG CO | $0 | 0.00% | 0 | -63,704 | -100.0% | -$850.51万 | 清仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $0 | 0.00% | 0 | -76,132 | -100.0% | -$834.48万 | 清仓 |
| NTES | NETEASE INC | $0 | 0.00% | 0 | -60,162 | -100.0% | -$827.95万 | 清仓 |
| CVLT | COMMVAULT SYS INC | $0 | 0.00% | 0 | -65,485 | -100.0% | -$820.92万 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | -62,300 | -100.0% | -$794.76万 | 清仓 |
| VRNS | VARONIS SYS INC | $0 | 0.00% | 0 | -214,080 | -100.0% | -$702.18万 | 清仓 |
| IONQ | IONQ INC | $0 | 0.00% | 0 | -140,677 | -100.0% | -$631.22万 | 清仓 |
| MNKD | MANNKIND CORP | $0 | 0.00% | 0 | -1,037,704 | -100.0% | -$588.38万 | 清仓 |
| FSS | FEDERAL SIGNAL CORP | $0 | 0.00% | 0 | -34,637 | -100.0% | -$376.12万 | 清仓 |
| INDI | INDIE SEMICONDUCTOR INC | $0 | 0.00% | 0 | -905,695 | -100.0% | -$319.71万 | 清仓 |
| JOBY | JOBY AVIATION INC | $0 | 0.00% | 0 | -224,715 | -100.0% | -$296.62万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -16,963 | -100.0% | -$191.85万 | 清仓 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $0 | 0.00% | 0 | -25,998 | -100.0% | -$34.27万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -90 | -100.0% | -$15.22万 | 清仓 |
| SHOP | SHOPIFY INC | $14.58万 | 0.00% | 1,229 | -1,097,286 | -99.9% | -$1.30亿 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $21.04万 | 0.00% | 2,904 | -940 | -24.5% | -$6.81万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $23.59万 | 0.00% | 2,775 | 0 | 0.0% | — | 不变 |
| HTHT | H WORLD GROUP LTD | $29.17万 | 0.00% | 5,800 | 5,800 | — | $29.17万 | 新建仓 |
| INTC | INTEL CORP | $33.08万 | 0.00% | 7,497 | 7,497 | — | $33.08万 | 新建仓 |
| ROL | ROLLINS INC | $38.28万 | 0.00% | 7,168 | -1,580 | -18.1% | -$8.44万 | 减仓 |
| COHR | COHERENT CORP | $47.00万 | 0.01% | 1,973 | 1,973 | — | $47.00万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $47.73万 | 0.01% | 805 | 805 | — | $47.73万 | 新建仓 |
| KSA | ISHARES TR | $48.89万 | 0.01% | 12,300 | -2,400 | -16.3% | -$9.54万 | 减仓 |
| ESLT | ELBIT SYS LTD | $68.69万 | 0.01% | 809 | 809 | — | $68.69万 | 新建仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $72.74万 | 0.01% | 86,800 | 86,800 | — | $72.74万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $116.31万 | 0.01% | 1,655 | 1,655 | — | $116.31万 | 新建仓 |
| GLW | CORNING INC | $139.51万 | 0.02% | 10,260 | 10,260 | — | $139.51万 | 新建仓 |
| VOR | VOR BIOPHARMA INC | $170.81万 | 0.02% | 95,745 | 95,745 | — | $170.81万 | 新建仓 |
| IVV | ISHARES TR | $189.43万 | 0.02% | 2,900 | 300 | 11.5% | $19.60万 | 加仓 |
| BETA | BETA TECHNOLOGIES INC | $193.22万 | 0.02% | 131,445 | 27,045 | 25.9% | $39.76万 | 加仓 |
| EWT | ISHARES INC | $270.91万 | 0.03% | 38,200 | 7,100 | 22.8% | $50.35万 | 加仓 |
| RDNT | RADNET INC | $285.25万 | 0.03% | 51,038 | -54,241 | -51.5% | -$303.15万 | 减仓 |
| MMSI | MERIT MED SYS INC | $304.29万 | 0.03% | 44,145 | -80,605 | -64.6% | -$555.61万 | 减仓 |
| WGS | GENEDX HOLDINGS CORP | $327.56万 | 0.04% | 51,006 | -17,849 | -25.9% | -$114.63万 | 减仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $341.26万 | 0.04% | 100,814 | -33,262 | -24.8% | -$112.59万 | 减仓 |
| CENX | CENTURY ALUM CO | $343.98万 | 0.04% | 58,610 | 58,610 | — | $343.98万 | 新建仓 |
| HDB | HDFC BANK LTD | $382.41万 | 0.04% | 153,700 | -61,000 | -28.4% | -$151.77万 | 减仓 |
| XENE | XENON PHARMACEUTICALS INC | $578.99万 | 0.06% | 99,568 | 99,568 | — | $578.99万 | 新建仓 |
| LMAT | LEMAITRE VASCULAR INC | $605.78万 | 0.07% | 55,490 | 55,490 | — | $605.78万 | 新建仓 |
| HEI | HEICO CORP NEW | $629.81万 | 0.07% | 22,969 | 1,839 | 8.7% | $50.43万 | 加仓 |
| MIAX | MIAMI INTL HLDGS INC | $635.49万 | 0.07% | 163,282 | -79,892 | -32.9% | -$310.94万 | 减仓 |
| UNFI | UNITED NAT FOODS INC | $648.73万 | 0.07% | 143,970 | 143,970 | — | $648.73万 | 新建仓 |
| BOOT | BOOT BARN HLDGS INC | $658.68万 | 0.07% | 45,004 | -33,372 | -42.6% | -$488.43万 | 减仓 |
| LASR | NLIGHT INC | $679.02万 | 0.08% | 119,085 | 119,085 | — | $679.02万 | 新建仓 |
| CWST | CASELLA WASTE SYS INC | $729.97万 | 0.08% | 92,005 | -109,359 | -54.3% | -$867.65万 | 减仓 |
| IEMG | ISHARES INC | $755.39万 | 0.08% | 108,300 | -47,100 | -30.3% | -$328.52万 | 减仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $771.62万 | 0.09% | 89,267 | -72,026 | -44.7% | -$622.59万 | 减仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $797.94万 | 0.09% | 91,749 | 8,195 | 9.8% | $71.27万 | 加仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $803.73万 | 0.09% | 95,015 | 95,015 | — | $803.73万 | 新建仓 |
| NOVT | NOVANTA INC | $845.83万 | 0.09% | 71,614 | 23,702 | 49.5% | $279.94万 | 加仓 |
| — | SUPERNUS PHARMACEUTICALS INC | $847.60万 | 0.09% | 163,978 | 57,793 | 54.4% | $298.73万 | 加仓 |
| MC | MOELIS & CO | $855.66万 | 0.10% | 150,115 | -110,982 | -42.5% | -$632.60万 | 减仓 |
| MIR | MIRION TECHNOLOGIES INC | $877.51万 | 0.10% | 472,036 | -249,460 | -34.6% | -$463.75万 | 减仓 |
| VLY | VALLEY NATL BANCORP | $895.10万 | 0.10% | 728,905 | 728,905 | — | $895.10万 | 新建仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $900.91万 | 0.10% | 85,475 | -3,993 | -4.5% | -$42.09万 | 减仓 |
| CR | CRANE COMPANY | $925.25万 | 0.10% | 54,108 | -47,890 | -47.0% | -$818.92万 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC | $955.45万 | 0.11% | 56,529 | -6,861 | -10.8% | -$115.96万 | 减仓 |
| IWO | ISHARES TR | $957.12万 | 0.11% | 30,500 | -16,600 | -35.2% | -$520.92万 | 减仓 |
| JBTM | JBT MAREL CORPORATION | $984.32万 | 0.11% | 76,978 | 3,363 | 4.6% | $43.00万 | 加仓 |
| AIR | AAR CORP | $1,026.19万 | 0.11% | 93,750 | 93,750 | — | $1,026.19万 | 新建仓 |
| AROC | ARCHROCK INC | $1,026.69万 | 0.11% | 295,025 | 295,025 | — | $1,026.69万 | 新建仓 |
| — | PIPER SANDLER COMPANIES | $1,046.50万 | 0.12% | 136,708 | 76,532 | 127.2% | $585.85万 | 重新持有 |
| ISRG | INTUITIVE SURGICAL INC | $1,050.14万 | 0.12% | 22,780 | -49,646 | -68.5% | -$2,288.63万 | 减仓 |
| NPKI | NPK INTERNATIONAL INC | $1,068.38万 | 0.12% | 737,325 | 737,325 | — | $1,068.38万 | 新建仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $1,156.23万 | 0.13% | 203,670 | -21,075 | -9.4% | -$119.64万 | 减仓 |
| GTX | GARRETT MOTION INC | $1,160.45万 | 0.13% | 638,664 | -232,501 | -26.7% | -$422.45万 | 减仓 |
| CLS | CELESTICA INC | $1,190.49万 | 0.13% | 42,264 | -24,449 | -36.6% | -$688.68万 | 减仓 |
| OSIS | OSI SYSTEMS INC | $1,196.71万 | 0.13% | 45,072 | -21,736 | -32.5% | -$577.11万 | 减仓 |
| RMBS | RAMBUS INC DEL | $1,197.79万 | 0.13% | 139,229 | -24,013 | -14.7% | -$206.58万 | 减仓 |
| IBN | ICICI BANK LIMITED | $1,209.14万 | 0.13% | 466,849 | -1,374,121 | -74.6% | -$3,558.97万 | 减仓 |
| AZN | ASTRAZENECA PLC | $1,237.12万 | 0.14% | 62,728 | 62,728 | — | $1,237.12万 | 新建仓 |
| ICHR | ICHOR HOLDINGS | $1,237.89万 | 0.14% | 265,585 | 265,585 | — | $1,237.89万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $1,280.83万 | 0.14% | 94,533 | -1,376 | -1.4% | -$18.64万 | 减仓 |
| FFIN | FIRST FINL BANKSHARES INC | $1,283.99万 | 0.14% | 435,990 | -355 | -0.1% | -$1.05万 | 减仓 |
| HQY | HEALTHEQUITY INC | $1,284.00万 | 0.14% | 153,644 | -14,572 | -8.7% | -$121.78万 | 减仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $1,307.08万 | 0.15% | 231,300 | 231,300 | — | $1,307.08万 | 新建仓 |
| IDCC | INTERDIGITAL INC | $1,400.07万 | 0.16% | 46,360 | -7,941 | -14.6% | -$239.82万 | 减仓 |
| GH | GUARDANT HEALTH INC | $1,422.74万 | 0.16% | 154,026 | -49,616 | -24.4% | -$458.30万 | 减仓 |
| SF | STIFEL FINL CORP | $1,428.95万 | 0.16% | 193,310 | -78,901 | -29.0% | -$583.24万 | 减仓 |
| IMAX | IMAX CORP | $1,473.53万 | 0.16% | 387,670 | 387,670 | — | $1,473.53万 | 新建仓 |
| BBIO | BRIDGEBIO PHARMA INC | $1,485.11万 | 0.17% | 199,988 | -7,531 | -3.6% | -$55.93万 | 减仓 |
| TSLA | TESLA INC | $1,489.79万 | 0.17% | 40,075 | -7,998 | -16.6% | -$297.33万 | 减仓 |
| AGX | ARGAN INC | $1,523.11万 | 0.17% | 27,965 | -7,626 | -21.4% | -$415.35万 | 减仓 |
| PLXS | PLEXUS CORP | $1,538.41万 | 0.17% | 75,956 | 75,956 | — | $1,538.41万 | 新建仓 |
| MRCY | MERCURY SYS INC | $1,538.90万 | 0.17% | 211,068 | 27,924 | 15.2% | $203.59万 | 加仓 |