Axiom International Investors

Axiom International Investors as of June 30, 2013

Portfolio Holdings for Axiom International Investors

Axiom International Investors holds 138 positions in its portfolio as reported in the June 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Grupo Televisa (TV) 3.4 $95M 3.8M 24.84
Nielsen Holdings Nv 3.0 $82M 2.4M 33.59
Liberty Global 2.8 $78M 1.1M 73.49
Copa Holdings Sa-class A (CPA) 2.8 $77M 584k 131.12
Google 2.6 $73M 83k 880.36
Liberty Global 2.5 $70M 1.0M 67.89
Invesco (IVZ) 2.3 $63M 2.0M 31.80
Monster Beverage 2.2 $62M 1.0M 60.83
ICICI Bank (IBN) 2.2 $61M 1.6M 38.25
Citigroup (C) 2.2 $60M 1.3M 47.97
Morgan Stanley (MS) 2.0 $54M 2.2M 24.43
Ulta Salon, Cosmetics & Fragrance (ULTA) 1.9 $53M 532k 100.12
International Business Machines (IBM) 1.9 $52M 271k 191.11
A. O. Smith Corporation (AOS) 1.8 $51M 1.4M 36.28
American International (AIG) 1.8 $50M 1.1M 44.70
Nxp Semiconductors N V (NXPI) 1.8 $50M 1.6M 31.02
WABCO Holdings 1.8 $49M 651k 74.69
Kansas City Southern 1.7 $48M 452k 105.96
Taiwan Semiconductor Mfg (TSM) 1.7 $47M 2.6M 18.32
eBay (EBAY) 1.7 $46M 896k 51.72
Chevron Corporation (CVX) 1.6 $45M 382k 118.34
Estee Lauder Companies (EL) 1.6 $44M 668k 65.77
Melco Crown Entertainment (MLCO) 1.6 $43M 1.9M 22.36
Cemex SAB de CV (CX) 1.5 $42M 3.9M 10.58
Blackstone 1.5 $41M 2.0M 21.06
Schlumberger (SLB) 1.5 $41M 571k 71.66
Gilead Sciences (GILD) 1.4 $40M 773k 51.27
Fortune Brands (FBIN) 1.4 $39M 1.0M 38.74
Industries N shs - a - (LYB) 1.4 $39M 586k 66.26
T. Rowe Price (TROW) 1.4 $38M 522k 73.20
Hertz Global Holdings 1.4 $38M 1.5M 24.80
Nike (NKE) 1.4 $38M 594k 63.68
Hca Holdings (HCA) 1.4 $38M 1.0M 36.06
Las Vegas Sands (LVS) 1.3 $37M 696k 52.93
Rockwell Automation (ROK) 1.3 $36M 434k 83.14
Cabot Oil & Gas Corporation (CTRA) 1.3 $36M 500k 71.02
Cbre Group Inc Cl A (CBRE) 1.3 $36M 1.5M 23.36
Ross Stores (ROST) 1.2 $34M 526k 64.81
Stratasys 1.2 $33M 394k 83.74
Monsanto Company 1.2 $33M 332k 98.80
salesforce (CRM) 1.2 $32M 842k 38.18
Grifols S A Sponsored Adr R (GRFS) 1.2 $32M 1.1M 28.48
Oracle Corporation (ORCL) 1.1 $32M 1.0M 30.71
Johnson & Johnson (JNJ) 1.1 $31M 363k 85.86
Dunkin' Brands Group 1.1 $31M 712k 42.82
Coca-Cola Company (KO) 1.1 $30M 739k 40.11
Jazz Pharmaceuticals (JAZZ) 1.1 $30M 433k 68.73
Delta Air Lines (DAL) 1.1 $29M 1.6M 18.71
American Axle & Manufact. Holdings (AXL) 1.0 $28M 1.5M 18.63
Cobalt Intl Energy 1.0 $27M 1.0M 26.57
Michael Kors Holdings 1.0 $26M 425k 62.02
Sotheby's 0.8 $23M 607k 37.91
Banco Itau Holding Financeira (ITUB) 0.8 $23M 1.8M 12.92
UnitedHealth (UNH) 0.8 $22M 340k 65.48
United Technologies Corporation 0.8 $22M 238k 92.94
Grupo Fin Santander adr b 0.8 $22M 1.6M 14.21
Vale (VALE) 0.7 $20M 1.6M 13.15
HDFC Bank (HDB) 0.7 $20M 542k 36.24
Covidien 0.7 $20M 342k 57.20
Accenture (ACN) 0.7 $19M 267k 71.96
FMC Technologies 0.6 $17M 308k 55.68
Cosan Ltd shs a 0.6 $17M 1.0M 16.16
Cognizant Technology Solutions (CTSH) 0.6 $16M 259k 62.64
Valero Energy Corporation (VLO) 0.6 $16M 451k 34.77
Varian Medical Systems 0.5 $15M 218k 67.45
Credicorp (BAP) 0.5 $14M 109k 127.96
Pos (PKX) 0.4 $10M 158k 65.08
Southern Copper Corporation (SCCO) 0.3 $9.4M 341k 27.62
PetroChina Company 0.3 $9.1M 82k 110.67
Coca-Cola FEMSA, S.A.B. de C.V. (KOF) 0.3 $8.7M 85k 103.19
KB Financial (KB) 0.3 $7.4M 251k 29.63
Companhia de Bebidas das Americas 0.3 $7.1M 189k 37.35
Conn's (CONN) 0.1 $3.8M 73k 51.77
On Assignment 0.1 $3.5M 131k 26.72
PAREXEL International Corporation 0.1 $3.2M 69k 45.97
Team Health Holdings 0.1 $3.4M 83k 41.08
Spirit Airlines (SAVE) 0.1 $3.2M 102k 31.72
BioScrip 0.1 $3.0M 184k 16.50
Susser Holdings Corporation 0.1 $3.0M 63k 47.88
Capital Senior Living Corporation 0.1 $3.1M 130k 23.90
SPECTRUM BRANDS Hldgs 0.1 $3.1M 55k 56.87
Acadia Healthcare (ACHC) 0.1 $3.1M 95k 33.07
Euronet Worldwide (EEFT) 0.1 $2.5M 78k 31.86
CalAmp (CAMP) 0.1 $2.4M 163k 14.60
Financial Engines 0.1 $2.4M 53k 45.60
SVB Financial (SIVBQ) 0.1 $2.2M 26k 83.32
Methode Electronics (MEI) 0.1 $2.2M 131k 17.01
Verint Systems (VRNT) 0.1 $2.1M 59k 35.47
Infoblox 0.1 $2.3M 79k 29.25
Krispy Kreme Doughnuts 0.1 $2.0M 114k 17.45
Texas Industries 0.1 $2.0M 31k 65.15
Ciena Corporation (CIEN) 0.1 $1.9M 99k 19.43
American Woodmark Corporation (AMWD) 0.1 $1.6M 46k 34.69
Domino's Pizza (DPZ) 0.1 $1.6M 27k 58.16
Acuity Brands (AYI) 0.1 $1.6M 21k 75.53
Lithia Motors (LAD) 0.1 $1.7M 31k 53.30
Spectranetics Corporation 0.1 $1.6M 87k 18.68
SPS Commerce (SPSC) 0.1 $1.6M 29k 54.99
Tearlab Corp 0.1 $1.7M 162k 10.62
Proto Labs (PRLB) 0.1 $1.6M 25k 64.98
Gentherm (THRM) 0.1 $1.6M 86k 18.57
Susser Petroleum Partners 0.1 $1.5M 52k 29.31
Hornbeck Offshore Services 0.1 $1.4M 26k 53.49
CommVault Systems (CVLT) 0.1 $1.3M 17k 75.88
Aspen Technology 0.1 $1.5M 53k 28.79
PGT (PGTI) 0.1 $1.3M 151k 8.67
Express 0.1 $1.5M 72k 20.97
Yandex Nv-a (YNDX) 0.1 $1.4M 51k 27.65
Bonanza Creek Energy 0.1 $1.3M 38k 35.47
Fiesta Restaurant 0.1 $1.5M 43k 34.36
Jamba 0.1 $1.5M 101k 14.93
Manitowoc Company 0.0 $1.1M 61k 17.91
Hercules Offshore 0.0 $1.1M 151k 7.04
Teradyne (TER) 0.0 $1.2M 69k 17.58
Orient-exp Htls 0.0 $1.0M 85k 12.17
RigNet 0.0 $1.0M 40k 25.47
Regional Management (RM) 0.0 $1.1M 42k 25.00
Tristate Capital Hldgs 0.0 $1.0M 73k 13.74
InterNAP Network Services 0.0 $952k 115k 8.27
A.M. Castle & Co. 0.0 $820k 52k 15.77
Bottomline Technologies 0.0 $731k 29k 25.30
Tata Motors 0.0 $752k 32k 23.43
Akorn 0.0 $691k 51k 13.52
8x8 (EGHT) 0.0 $841k 102k 8.24
Endologix 0.0 $907k 68k 13.28
NeoGenomics (NEO) 0.0 $917k 230k 3.98
Xpo Logistics Inc equity (XPO) 0.0 $780k 43k 18.10
Interface (TILE) 0.0 $928k 55k 16.97
Tri Pointe Homes (TPH) 0.0 $731k 44k 16.58
Pfizer (PFE) 0.0 $465k 17k 28.01
ACI Worldwide (ACIW) 0.0 $627k 14k 46.44
Integrated Device Technology 0.0 $596k 75k 7.95
PT Telekomunikasi Indonesia (TLK) 0.0 $492k 12k 42.78
Trex Company (TREX) 0.0 $619k 13k 47.51
Air Methods Corporation 0.0 $628k 19k 33.85
News Corporation 0.0 $358k 24k 15.27
News Corporation 0.0 $290k 19k 15.37
Chuys Hldgs (CHUY) 0.0 $291k 7.6k 38.29