# EDGAR Filing Document

**Accession Number:** 0001109147
**File Stem:** 0001109147-25-000005
**Filing Date:** 2025-8
**Character Count:** 18065
**Document Hash:** 99831b7731c7704d48c4de36a102e8ac
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001109147-25-000005.hdr.sgml**: 20250807

**ACCESSION NUMBER**: 0001109147-25-000005

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250807

**DATE AS OF CHANGE**: 20250807

**EFFECTIVENESS DATE**: 20250807

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** AXIOM INVESTORS LLC /DE
- **CENTRAL INDEX KEY:** 0001109147

**ORGANIZATION NAME:**
- **EIN:** 134021938
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-05615
- **FILM NUMBER:** 251192863

**BUSINESS ADDRESS:**
- **STREET 1:** 33 BENEDICT PLACE
- **STREET 2:** 2ND FLOOR
- **CITY:** GREENWICH
- **STATE:** CT
- **ZIP:** 06830
- **BUSINESS PHONE:** 203-422-8000

**MAIL ADDRESS:**
- **STREET 1:** 33 BENEDICT PLACE
- **STREET 2:** 2ND FLOOR
- **CITY:** GREENWICH
- **STATE:** CT
- **ZIP:** 06830

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** AXIOM INTERNATIONAL INVESTORS LLC /DE
- **DATE OF NAME CHANGE:** 20000313

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** AXIOM INVESTORS LLC /DE<br>**Address:** 33 BENEDICT PLACE<br>2ND FLOOR<br>GREENWICH, CT 06830

**Form 13F File Number:** 028-05615

**CRD Number (if applicable):** 000109605

**SEC File Number (if applicable):** 801-56651

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Michael Miley<br>**Title:** Director of Compliance<br>**Phone:** 203-422-8055

**Signature, Place, and Date of Signing:**

Michael Miley  Greenwich, CT  08-07-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 138

**Form 13F Information Table Value Total:** $12188716525

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ACV AUCTIONS INC | COM CL A | 00091G104 |  | 3441316 | 212165 | SH |  | SOLE |  | 138735 | 0 | 73430 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 |  | 143126028 | 1262023 | SH |  | SOLE |  | 926265 | 0 | 335758 |
| ALKAMI TECHNOLOGY INC | COM | 01644J108 |  | 7583525 | 251610 | SH |  | SOLE |  | 177145 | 0 | 74465 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 128316235 | 728118 | SH |  | SOLE |  | 69961 | 0 | 658157 |
| AMAZON COM INC | COM | 023135106 |  | 907451010 | 4136246 | SH |  | SOLE |  | 1777195 | 0 | 2359051 |
| AMERIPRISE FINL INC | COM | 03076C106 |  | 5540651 | 10381 | SH |  | SOLE |  | 10381 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 198573784 | 967850 | SH |  | SOLE |  | 91057 | 0 | 876793 |
| ARGAN INC | COM | 04010E109 |  | 9115966 | 41346 | SH |  | SOLE |  | 28764 | 0 | 12582 |
| GALLAGHER ARTHUR J  CO | COM | 363576109 |  | 63303090 | 197748 | SH |  | SOLE |  | 143318 | 0 | 54430 |
| AXON ENTERPRISE INC | COM | 05464C101 |  | 135980038 | 164239 | SH |  | SOLE |  | 9074 | 0 | 155165 |
| AXSOME THERAPEUTICS INC | COM | 05464T104 |  | 2829595 | 27106 | SH |  | SOLE |  | 17841 | 0 | 9265 |
| BADGER METER INC | COM | 056525108 |  | 8796644 | 35912 | SH |  | SOLE |  | 25212 | 0 | 10700 |
| BELLRING BRANDS INC | COMMON STOCK | 07831C103 |  | 19482033 | 336303 | SH |  | SOLE |  | 184546 | 0 | 151757 |
| BLACKSTONE INC | COM | 09260D107 |  | 77097571 | 515427 | SH |  | SOLE |  | 47595 | 0 | 467832 |
| BLUEPRINT MEDICINES CORP | COM | 09627Y109 |  | 5085670 | 39676 | SH |  | SOLE |  | 26129 | 0 | 13547 |
| BOOT BARN HLDGS INC | COM | 099406100 |  | 9276864 | 61032 | SH |  | SOLE |  | 39952 | 0 | 21080 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 |  | 356452330 | 3318614 | SH |  | SOLE |  | 1387325 | 0 | 1931289 |
| BRINKER INTL INC | COM | 109641100 |  | 9270224 | 51407 | SH |  | SOLE |  | 33608 | 0 | 17799 |
| BROADCOM INC | COM | 11135F101 |  | 83207709 | 301860 | SH |  | SOLE |  | 47640 | 0 | 254220 |
| CACTUS INC | CL A | 127203107 |  | 3036791 | 69460 | SH |  | SOLE |  | 48320 | 0 | 21140 |
| CADRE HLDGS INC | COM | 12763L105 |  | 1774905 | 55727 | SH |  | SOLE |  | 36421 | 0 | 19306 |
| CAMDEN PPTY TR | SH BEN INT | 133131102 |  | 780153 | 6923 | SH |  | SOLE |  | 6923 | 0 | 0 |
| CASELLA WASTE SYS INC | CL A | 147448104 |  | 14345426 | 124332 | SH |  | SOLE |  | 86947 | 0 | 37385 |
| CASEYS GEN STORES INC | COM | 147528103 |  | 14602397 | 28617 | SH |  | SOLE |  | 20191 | 0 | 8426 |
| CELESTICA INC | SUB VTG SHS | 15101Q207 |  | 13166317 | 84340 | SH |  | SOLE |  | 73359 | 0 | 10981 |
| CHECK POINT SOFTWARE TECH LT | ORD | M22465104 |  | 81503190 | 368376 | SH |  | SOLE |  | 368376 | 0 | 0 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 |  | 36445617 | 649076 | SH |  | SOLE |  | 61290 | 0 | 587786 |
| CINTAS CORP | COM | 172908105 |  | 189289508 | 849327 | SH |  | SOLE |  | 87718 | 0 | 761609 |
| CLEARWATER ANALYTICS HLDGS I | CL A | 185123106 |  | 3887202 | 177255 | SH |  | SOLE |  | 125615 | 0 | 51640 |
| COCA-COLA EUROPACIFIC PARTNE | SHS | G25839104 |  | 3011267 | 32477 | SH |  | SOLE |  | 15615 | 0 | 16862 |
| COCA-COLA FEMSA SAB DE CV | SPONS ADS REP | 191241108 |  | 8081695 | 83549 | SH |  | SOLE |  | 40793 | 0 | 42756 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 |  | 2020575 | 5765 | SH |  | SOLE |  | 5765 | 0 | 0 |
| COMMVAULT SYS INC | COM | 204166102 |  | 8611030 | 49395 | SH |  | SOLE |  | 33020 | 0 | 16375 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 211626403 | 213777 | SH |  | SOLE |  | 83293 | 0 | 130484 |
| COUPANG INC | CL A | 22266T109 |  | 15269444 | 509661 | SH |  | SOLE |  | 251111 | 0 | 258550 |
| CRANE COMPANY | COMMON STOCK | 224408104 |  | 15508316 | 81670 | SH |  | SOLE |  | 57400 | 0 | 24270 |
| CREDICORP LTD | COM | G2519Y108 |  | 7114418 | 31829 | SH |  | SOLE |  | 15266 | 0 | 16563 |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | G25457105 |  | 13152317 | 142049 | SH |  | SOLE |  | 92839 | 0 | 49210 |
| CYBERARK SOFTWARE LTD | SHS | M2682V108 |  | 998484 | 2454 | SH |  | SOLE |  | 2454 | 0 | 0 |
| EMBRAER S.A. | SPONSORED ADS | 29082A107 |  | 24947751 | 438372 | SH |  | SOLE |  | 301032 | 0 | 137340 |
| ENSIGN GROUP INC | COM | 29358P101 |  | 16707284 | 108306 | SH |  | SOLE |  | 76345 | 0 | 31961 |
| EQUINIX INC | COM | 29444U700 |  | 81857045 | 102904 | SH |  | SOLE |  | 10230 | 0 | 92674 |
| EXLSERVICE HOLDINGS INC | COM | 302081104 |  | 5141165 | 117405 | SH |  | SOLE |  | 84805 | 0 | 32600 |
| FAIR ISAAC CORP | COM | 303250104 |  | 259570 | 142 | SH |  | SOLE |  | 142 | 0 | 0 |
| FEDERAL SIGNAL CORP | COM | 313855108 |  | 14529097 | 136526 | SH |  | SOLE |  | 95491 | 0 | 41035 |
| FERRARI N V | COM | N3167Y103 |  | 2294209 | 4675 | SH |  | SOLE |  | 2255 | 0 | 2420 |
| FIRST FINL BANKSHARES INC | COM | 32020R109 |  | 13016664 | 361775 | SH |  | SOLE |  | 250730 | 0 | 111045 |
| FORTINET INC | COM | 34959E109 |  | 846606 | 8008 | SH |  | SOLE |  | 8008 | 0 | 0 |
| GE VERNOVA INC | COM | 36828A101 |  | 301804936 | 570358 | SH |  | SOLE |  | 414634 | 0 | 155724 |
| GE AEROSPACE | COM NEW | 369604301 |  | 239105014 | 928960 | SH |  | SOLE |  | 681154 | 0 | 247806 |
| GRAB HOLDINGS LIMITED | CLASS A ORD | G4124C109 |  | 18512613 | 3680440 | SH |  | SOLE |  | 1673940 | 0 | 2006500 |
| GRID DYNAMICS HLDGS INC | CL A | 39813G109 |  | 3045954 | 263719 | SH |  | SOLE |  | 184489 | 0 | 79230 |
| GRUPO FINANCIERO GALICIA S.A | SPONSORED ADR | 399909100 |  | 72698610 | 1442719 | SH |  | SOLE |  | 1060341 | 0 | 382378 |
| HDFC BANK LTD | SPONSORED ADS | 40415F101 |  | 6647289 | 86700 | SH |  | SOLE |  | 86700 | 0 | 0 |
| HEALTHEQUITY INC | COM | 42226A107 |  | 13018420 | 124269 | SH |  | SOLE |  | 84877 | 0 | 39392 |
| HEICO CORP NEW | COM | 422806109 |  | 3098944 | 9448 | SH |  | SOLE |  | 9448 | 0 | 0 |
| ICICI BANK LIMITED | ADR | 45104G104 |  | 324659304 | 9650990 | SH |  | SOLE |  | 8099490 | 0 | 1551500 |
| INNODATA INC | COM NEW | 457642205 |  | 2244153 | 43814 | SH |  | SOLE |  | 28855 | 0 | 14959 |
| INSMED INC | COM PAR $.01 | 457669307 |  | 6112974 | 60741 | SH |  | SOLE |  | 39710 | 0 | 21031 |
| INTEGER HLDGS CORP | COM | 45826H109 |  | 7652423 | 62230 | SH |  | SOLE |  | 40740 | 0 | 21490 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 77487006 | 142594 | SH |  | SOLE |  | 15080 | 0 | 127514 |
| IONQ INC | COM | 46222L108 |  | 2899186 | 67470 | SH |  | SOLE |  | 44120 | 0 | 23350 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 71584100 | 857500 | SH |  | SOLE |  | 857500 | 0 | 0 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 8050023 | 134100 | SH |  | SOLE |  | 37900 | 0 | 96200 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1552250 | 2500 | SH |  | SOLE |  | 0 | 0 | 2500 |
| ISHARES TR | MSCI INDIA ETF | 46429B598 |  | 29103936 | 522700 | SH |  | SOLE |  | 522700 | 0 | 0 |
| ISHARES TR | MSCI SAUDI ARBIA | 46434V423 |  | 1456812 | 37800 | SH |  | SOLE |  | 37800 | 0 | 0 |
| ISHARES INC | MSCI TAIWAN ETF | 46434G772 |  | 1033200 | 18000 | SH |  | SOLE |  | 18000 | 0 | 0 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 |  | 5316996 | 18600 | SH |  | SOLE |  | 18600 | 0 | 0 |
| JOBY AVIATION INC | COMMON STOCK | G65163100 |  | 1620480 | 153600 | SH |  | SOLE |  | 100430 | 0 | 53170 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 482768569 | 1665236 | SH |  | SOLE |  | 888967 | 0 | 776269 |
| KE HLDGS INC | SPONSORED ADS | 482497104 |  | 12799055 | 721480 | SH |  | SOLE |  | 318390 | 0 | 403090 |
| KIRBY CORP | COM | 497266106 |  | 7082114 | 62447 | SH |  | SOLE |  | 43154 | 0 | 19293 |
| LANTHEUS HLDGS INC | COM | 516544103 |  | 3752462 | 45840 | SH |  | SOLE |  | 32434 | 0 | 13406 |
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 531229755 |  | 459800 | 4400 | SH |  | SOLE |  | 4400 | 0 | 0 |
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 |  | 79037446 | 522458 | SH |  | SOLE |  | 53918 | 0 | 468540 |
| MAKEMYTRIP LIMITED MAURITIUS | SHS | V5633W109 |  | 35591160 | 363101 | SH |  | SOLE |  | 167807 | 0 | 195294 |
| MATADOR RES CO | COM | 576485205 |  | 6611845 | 138555 | SH |  | SOLE |  | 94905 | 0 | 43650 |
| MERCADOLIBRE INC | COM | 58733R102 |  | 233114887 | 89192 | SH |  | SOLE |  | 42868 | 0 | 46324 |
| MERCURY SYS INC | COM | 589378108 |  | 7653937 | 142108 | SH |  | SOLE |  | 98038 | 0 | 44070 |
| MERIT MED SYS INC | COM | 589889104 |  | 13994797 | 149709 | SH |  | SOLE |  | 104542 | 0 | 45167 |
| META PLATFORMS INC | CL A | 30303M102 |  | 765806756 | 1037552 | SH |  | SOLE |  | 500816 | 0 | 536736 |
| MICROSOFT CORP | COM | 594918104 |  | 1187571847 | 2387511 | SH |  | SOLE |  | 1077446 | 0 | 1310065 |
| MIRION TECHNOLOGIES INC | COM CL A | 60471A101 |  | 8454508 | 392685 | SH |  | SOLE |  | 256735 | 0 | 135950 |
| MODINE MFG CO | COM | 607828100 |  | 3191400 | 32400 | SH |  | SOLE |  | 22590 | 0 | 9810 |
| MOELIS  CO | CL A | 60786M105 |  | 11887540 | 190750 | SH |  | SOLE |  | 132875 | 0 | 57875 |
| MONDAY COM LTD | SHS | M7S64H106 |  | 2905481 | 9239 | SH |  | SOLE |  | 9239 | 0 | 0 |
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 |  | 1003806 | 16025 | SH |  | SOLE |  | 16025 | 0 | 0 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 459097251 | 3259245 | SH |  | SOLE |  | 1643175 | 0 | 1616070 |
| MUELLER WTR PRODS INC | COM SER A | 624758108 |  | 6804161 | 283035 | SH |  | SOLE |  | 197845 | 0 | 85190 |
| NETEASE INC | SPONSORED ADS | 64110W102 |  | 4441947 | 33006 | SH |  | SOLE |  | 16098 | 0 | 16908 |
| NETFLIX INC | COM | 64110L106 |  | 964993148 | 720612 | SH |  | SOLE |  | 373924 | 0 | 346688 |
| NOVA MEASURING INSTRUMENTS L | COM | M7516K103 |  | 9911878 | 36017 | SH |  | SOLE |  | 24827 | 0 | 11190 |
| NOVANTA INC | COM | 67000B104 |  | 1873611 | 14532 | SH |  | SOLE |  | 9572 | 0 | 4960 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 |  | 8149680 | 594000 | SH |  | SOLE |  | 261870 | 0 | 332130 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 973907710 | 6164363 | SH |  | SOLE |  | 2782227 | 0 | 3382136 |
| OLLIES BARGAIN OUTLET HLDGS | COM | 681116109 |  | 7945807 | 60296 | SH |  | SOLE |  | 42424 | 0 | 17872 |
| OPTION CARE HEALTH INC | COM NEW | 68404L201 |  | 7521653 | 231578 | SH |  | SOLE |  | 161138 | 0 | 70440 |
| ORACLE CORP | COM | 68389X105 |  | 4491972 | 20546 | SH |  | SOLE |  | 20546 | 0 | 0 |
| OSI SYSTEMS INC | COM | 671044105 |  | 8449789 | 37578 | SH |  | SOLE |  | 26343 | 0 | 11235 |
| PALOMAR HLDGS INC | COM | 69753M105 |  | 6506728 | 42183 | SH |  | SOLE |  | 27596 | 0 | 14587 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 279096558 | 1532403 | SH |  | SOLE |  | 1263176 | 0 | 269227 |
| PIPER SANDLER COMPANIES | COM | 724078100 |  | 9290422 | 33426 | SH |  | SOLE |  | 23245 | 0 | 10181 |
| PROGRESSIVE CORP | COM | 743315103 |  | 63082502 | 236388 | SH |  | SOLE |  | 171328 | 0 | 65060 |
| PROLOGIS INC. | COM | 74340W103 |  | 60186246 | 572548 | SH |  | SOLE |  | 57406 | 0 | 515142 |
| PROTAGONIST THERAPEUTICS INC | COM | 74366E102 |  | 2831648 | 51233 | SH |  | SOLE |  | 33708 | 0 | 17525 |
| Q2 HLDGS INC | COM | 74736L109 |  | 12132446 | 129634 | SH |  | SOLE |  | 89749 | 0 | 39885 |
| RADNET INC | COM | 750491102 |  | 6233921 | 109540 | SH |  | SOLE |  | 76050 | 0 | 33490 |
| RBC BEARINGS INC | COM | 75524B104 |  | 14932934 | 38807 | SH |  | SOLE |  | 27409 | 0 | 11398 |
| RHYTHM PHARMACEUTICALS INC | COM | 76243J105 |  | 3314947 | 52460 | SH |  | SOLE |  | 34530 | 0 | 17930 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 |  | 4061669 | 43380 | SH |  | SOLE |  | 43380 | 0 | 0 |
| ROLLINS INC | COM | 775711104 |  | 782545 | 13870 | SH |  | SOLE |  | 13870 | 0 | 0 |
| SEA LTD | SPONSORD ADS | 81141R100 |  | 127565105 | 797581 | SH |  | SOLE |  | 511875 | 0 | 285706 |
| SENSIENT TECHNOLOGIES CORP | COM | 81725T100 |  | 9981061 | 101310 | SH |  | SOLE |  | 71670 | 0 | 29640 |
| SERVICENOW INC | COM | 81762P102 |  | 334902200 | 325755 | SH |  | SOLE |  | 132662 | 0 | 193093 |
| SHOPIFY INC | CL A | 82509L107 |  | 86482740 | 749742 | SH |  | SOLE |  | 749742 | 0 | 0 |
| SOUTHERN COPPER CORP | COM | 84265V105 |  | 15072205 | 148979 | SH |  | SOLE |  | 67431 | 0 | 81548 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 |  | 642716311 | 837590 | SH |  | SOLE |  | 462089 | 0 | 375501 |
| SPROUTS FMRS MKT INC | COM | 85208M102 |  | 3327704 | 20212 | SH |  | SOLE |  | 13237 | 0 | 6975 |
| SPS COMM INC | COM | 78463M107 |  | 4391760 | 32271 | SH |  | SOLE |  | 22351 | 0 | 9920 |
| SPX TECHNOLOGIES INC | COM | 78473E103 |  | 9824539 | 58591 | SH |  | SOLE |  | 40702 | 0 | 17889 |
| STERLING INFRASTRUCTURE INC | COM | 859241101 |  | 12000729 | 52012 | SH |  | SOLE |  | 36136 | 0 | 15876 |
| STIFEL FINL CORP | COM | 860630102 |  | 11321672 | 109093 | SH |  | SOLE |  | 76446 | 0 | 32647 |
| SUPERNUS PHARMACEUTICALS INC | COM | 868459108 |  | 1768745 | 56115 | SH |  | SOLE |  | 36975 | 0 | 19140 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADR | 874039100 |  | 205283062 | 906367 | SH |  | SOLE |  | 126142 | 0 | 780225 |
| TESLA INC | COM | 88160R101 |  | 18031017 | 56762 | SH |  | SOLE |  | 3675 | 0 | 53087 |
| TJX COS INC NEW | COM | 872540109 |  | 103386322 | 837204 | SH |  | SOLE |  | 90154 | 0 | 747050 |
| TRADEWEB MKTS INC | CL A | 892672106 |  | 277267692 | 1893905 | SH |  | SOLE |  | 890430 | 0 | 1003475 |
| TRIP COM GROUP LTD | ADS | 89677Q107 |  | 1562111 | 26639 | SH |  | SOLE |  | 12996 | 0 | 13643 |
| TYLER TECHNOLOGIES INC | COM | 902252105 |  | 189116 | 319 | SH |  | SOLE |  | 319 | 0 | 0 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 104861456 | 1123917 | SH |  | SOLE |  | 107237 | 0 | 1016680 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 1644342 | 23800 | SH |  | SOLE |  | 23800 | 0 | 0 |
| VARONIS SYS INC | COM | 922280102 |  | 8629784 | 170045 | SH |  | SOLE |  | 111170 | 0 | 58875 |
| VEEVA SYS INC | CL A COM | 922475108 |  | 2152363 | 7474 | SH |  | SOLE |  | 7474 | 0 | 0 |
| VERTEX INC | CL A | 92538J106 |  | 3056195 | 86492 | SH |  | SOLE |  | 60324 | 0 | 26168 |
| VISA INC | COM CL A | 92826C839 |  | 215499018 | 606954 | SH |  | SOLE |  | 55665 | 0 | 551289 |
| VISTA ENERGY S.A.B. DE C.V. | SPONSORED ADS | 92837L109 |  | 15595622 | 326200 | SH |  | SOLE |  | 143860 | 0 | 182340 |
| VSE CORP | COM | 918284100 |  | 12015319 | 91734 | SH |  | SOLE |  | 63968 | 0 | 27766 |

---