Axiom International Investors as of Sept. 30, 2020
Portfolio Holdings for Axiom International Investors
Axiom International Investors holds 112 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alibaba Group Hldg Sponsored Ads (BABA) | 13.6 | $840M | 2.9M | 293.98 | |
| Taiwan Semiconductor Mfg Sponsored Adr (TSM) | 9.3 | $575M | 7.1M | 81.07 | |
| JD Spon Adr Cl A (JD) | 5.7 | $349M | 4.5M | 77.61 | |
| Microsoft Corporation (MSFT) | 5.4 | $332M | 1.6M | 210.33 | |
| Adobe Systems Incorporated (ADBE) | 4.3 | $268M | 546k | 490.43 | |
| Sea Sponsored Ads (SE) | 3.7 | $228M | 1.5M | 154.04 | |
| Servicenow (NOW) | 3.5 | $217M | 447k | 485.00 | |
| Amazon (AMZN) | 3.3 | $203M | 64k | 3148.73 | |
| Paypal Holdings (PYPL) | 2.8 | $176M | 891k | 197.03 | |
| Visa Com Cl A (V) | 2.4 | $147M | 735k | 199.97 | |
| Lululemon Athletica (LULU) | 2.4 | $146M | 442k | 329.37 | |
| Ringcentral Cl A (RNG) | 2.3 | $143M | 520k | 274.61 | |
| Apple (AAPL) | 2.2 | $136M | 1.2M | 115.81 | |
| MercadoLibre (MELI) | 2.1 | $129M | 119k | 1082.48 | |
| S&p Global (SPGI) | 1.9 | $119M | 329k | 360.60 | |
| Facebook Cl A (META) | 1.9 | $115M | 439k | 261.90 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $101M | 69k | 1465.60 | |
| Trex Company (TREX) | 1.5 | $95M | 1.3M | 71.60 | |
| Netease Sponsored Ads (NTES) | 1.5 | $94M | 206k | 454.67 | |
| Home Depot (HD) | 1.5 | $90M | 324k | 277.71 | |
| Copart (CPRT) | 1.4 | $83M | 793k | 105.16 | |
| Astrazeneca Sponsored Adr (AZN) | 1.2 | $73M | 1.3M | 54.80 | |
| Danaher Corporation (DHR) | 1.2 | $73M | 338k | 215.33 | |
| Zoetis Cl A (ZTS) | 1.1 | $67M | 404k | 165.37 | |
| IDEXX Laboratories (IDXX) | 1.1 | $66M | 167k | 393.11 | |
| Globant S A (GLOB) | 1.0 | $64M | 354k | 179.22 | |
| Stoneco Com Cl A (STNE) | 1.0 | $62M | 1.2M | 52.89 | |
| Tal Education Group Sponsored Ads (TAL) | 1.0 | $62M | 819k | 76.04 | |
| Pool Corporation (POOL) | 0.9 | $59M | 175k | 334.54 | |
| Shopify Cl A (SHOP) | 0.9 | $58M | 57k | 1022.97 | |
| Global Payments (GPN) | 0.9 | $56M | 315k | 177.58 | |
| Nice Sponsored Adr (NICE) | 0.9 | $53M | 232k | 227.03 | |
| Activision Blizzard | 0.8 | $46M | 571k | 80.95 | |
| Keysight Technologies (KEYS) | 0.7 | $46M | 468k | 98.78 | |
| Tesla Motors (TSLA) | 0.7 | $46M | 107k | 429.01 | |
| NVIDIA Corporation (NVDA) | 0.7 | $44M | 80k | 541.22 | |
| Mastercard Cl A (MA) | 0.7 | $42M | 125k | 338.17 | |
| Chegg (CHGG) | 0.7 | $42M | 588k | 71.44 | |
| Yandex N V Shs Class A (YNDX) | 0.7 | $40M | 620k | 65.25 | |
| Prologis (PLD) | 0.6 | $34M | 342k | 100.62 | |
| Dex (DXCM) | 0.6 | $34M | 83k | 412.24 | |
| Veeva Sys Cl A Com (VEEV) | 0.5 | $34M | 120k | 281.19 | |
| Iqvia Holdings (IQV) | 0.5 | $32M | 200k | 157.63 | |
| Procter & Gamble Company (PG) | 0.4 | $27M | 195k | 138.99 | |
| Avalara | 0.4 | $24M | 188k | 127.34 | |
| Lauder Estee Cos Cl A (EL) | 0.4 | $22M | 101k | 218.25 | |
| Hdfc Bank Adr Reps 3 Shs (HDB) | 0.3 | $21M | 422k | 49.96 | |
| Atlassian Corp Cl A | 0.3 | $20M | 112k | 181.79 | |
| Ishares Tr Core Msci Total (IXUS) | 0.3 | $19M | 324k | 58.34 | |
| Ishares Core Msci Emkt (IEMG) | 0.3 | $16M | 308k | 52.80 | |
| Citigroup Com New (C) | 0.3 | $16M | 360k | 43.11 | |
| Wns Holdings Spon Adr | 0.2 | $14M | 221k | 63.96 | |
| Nike CL B (NKE) | 0.2 | $13M | 107k | 125.54 | |
| Dr Reddys Labs Adr (RDY) | 0.2 | $13M | 186k | 69.56 | |
| Ishares Tr Msci India Etf (INDA) | 0.2 | $12M | 364k | 33.86 | |
| Credicorp (BAP) | 0.2 | $12M | 99k | 123.99 | |
| Generac Holdings (GNRC) | 0.2 | $11M | 55k | 193.65 | |
| Topbuild (BLD) | 0.2 | $11M | 63k | 170.68 | |
| Repligen Corporation (RGEN) | 0.2 | $10M | 69k | 147.54 | |
| Freshpet (FRPT) | 0.2 | $10M | 91k | 111.65 | |
| Live Nation Entertainment (LYV) | 0.2 | $10M | 188k | 53.88 | |
| Monolithic Power Systems (MPWR) | 0.2 | $9.5M | 34k | 279.62 | |
| Exponent (EXPO) | 0.1 | $7.7M | 107k | 72.03 | |
| LivePerson (LPSN) | 0.1 | $7.4M | 142k | 51.99 | |
| Cryoport Com Par $0.001 (CYRX) | 0.1 | $7.1M | 150k | 47.40 | |
| Wingstop (WING) | 0.1 | $6.7M | 49k | 136.66 | |
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $6.5M | 376k | 17.32 | |
| Kinsale Cap Group (KNSL) | 0.1 | $6.1M | 32k | 190.17 | |
| Ishares Tr Msci India Sm Cp (SMIN) | 0.1 | $6.0M | 167k | 35.83 | |
| Air Transport Services (ATSG) | 0.1 | $5.9M | 234k | 25.06 | |
| Natera (NTRA) | 0.1 | $5.4M | 75k | 72.24 | |
| Ensign (ENSG) | 0.1 | $5.4M | 95k | 57.06 | |
| Hamilton Lane Cl A (HLNE) | 0.1 | $5.3M | 82k | 64.59 | |
| Palomar Hldgs (PLMR) | 0.1 | $5.2M | 50k | 104.25 | |
| Mercury Computer Systems (MRCY) | 0.1 | $4.6M | 59k | 77.47 | |
| Quidel Corporation | 0.1 | $4.4M | 20k | 219.38 | |
| Silicon Laboratories (SLAB) | 0.1 | $4.1M | 42k | 97.84 | |
| Novanta (NOVT) | 0.1 | $3.9M | 37k | 105.34 | |
| John Bean Technologies Corporation (JBT) | 0.1 | $3.9M | 43k | 91.90 | |
| Federal Signal Corporation (FSS) | 0.1 | $3.9M | 133k | 29.25 | |
| Msa Safety Inc equity (MSA) | 0.1 | $3.9M | 29k | 134.16 | |
| Progyny (PGNY) | 0.1 | $3.5M | 120k | 29.43 | |
| Rexford Industrial Realty Inc reit (REXR) | 0.1 | $3.4M | 74k | 45.76 | |
| Square Cl A (SQ) | 0.1 | $3.4M | 21k | 162.56 | |
| GDS HLDGS Sponsored Ads (GDS) | 0.1 | $3.3M | 40k | 81.84 | |
| Everbridge, Inc. Cmn (EVBG) | 0.0 | $3.0M | 24k | 125.75 | |
| XP Cl A (XP) | 0.0 | $3.0M | 71k | 41.69 | |
| Addus Homecare Corp (ADUS) | 0.0 | $2.5M | 27k | 94.49 | |
| WD-40 Company (WDFC) | 0.0 | $2.4M | 13k | 189.34 | |
| NOVA MEASURING Instruments L (NVMI) | 0.0 | $2.3M | 44k | 52.13 | |
| New Oriental Ed & Tech Grp I Spon Adr | 0.0 | $2.2M | 15k | 149.52 | |
| Viavi Solutions Inc equities (VIAV) | 0.0 | $2.1M | 181k | 11.73 | |
| Immunomedics | 0.0 | $2.0M | 23k | 85.04 | |
| Staar Surgical Com Par $0.01 (STAA) | 0.0 | $2.0M | 35k | 56.57 | |
| Everquote Com Cl A (EVER) | 0.0 | $2.0M | 51k | 38.65 | |
| American Tower Reit (AMT) | 0.0 | $1.8M | 7.4k | 241.74 | |
| Americold Rlty Tr (COLD) | 0.0 | $1.7M | 47k | 35.75 | |
| Grifols S A Sp Adr Rep B Nvt (GRFS) | 0.0 | $1.6M | 92k | 17.35 | |
| Stifel Financial (SF) | 0.0 | $1.6M | 32k | 50.56 | |
| Zoom Video Communications In Cl A (ZM) | 0.0 | $1.4M | 3.1k | 470.07 | |
| RBC Bearings Incorporated (RBC) | 0.0 | $1.1M | 9.2k | 121.22 | |
| First Financial Bankshares (FFIN) | 0.0 | $936k | 34k | 27.90 | |
| AtriCure (ATRC) | 0.0 | $847k | 21k | 39.91 | |
| Vapotherm | 0.0 | $724k | 25k | 28.98 | |
| United Cmnty Bks Ga Cap Stk (UCBI) | 0.0 | $717k | 42k | 16.93 | |
| Healthcare Merger Corp Com Cl A | 0.0 | $716k | 71k | 10.16 | |
| Pra Health Sciences | 0.0 | $693k | 6.8k | 101.43 | |
| Insulet Corporation (PODD) | 0.0 | $509k | 2.2k | 236.52 | |
| Q2 Holdings (QTWO) | 0.0 | $468k | 5.1k | 91.23 | |
| Tyler Technologies (TYL) | 0.0 | $425k | 1.2k | 348.36 | |
| Masimo Corporation (MASI) | 0.0 | $111k | 469.00 | 236.67 | |
| Snowflake Cl A (SNOW) | 0.0 | $25k | 100.00 | 250.00 |
