Axiom International Investors

Axiom International Investors as of Sept. 30, 2013

Portfolio Holdings for Axiom International Investors

Axiom International Investors holds 137 positions in its portfolio as reported in the September 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Grupo Televisa (TV) 3.2 $101M 3.6M 27.95
Nielsen Holdings Nv 2.8 $89M 2.4M 36.45
Liberty Global 2.8 $88M 1.2M 75.43
Cemex SAB de CV (CX) 2.7 $85M 7.6M 11.18
Copa Holdings Sa-class A (CPA) 2.5 $79M 567k 138.67
Liberty Global 2.5 $77M 973k 79.35
Google 2.3 $73M 84k 875.90
Qihoo 360 Technologies Co Lt 2.3 $72M 866k 83.20
Banco Itau Holding Financeira (ITUB) 2.1 $67M 4.8M 14.12
Sensata Technologies Hldg Bv 2.0 $64M 1.7M 38.27
Nxp Semiconductors N V (NXPI) 2.0 $63M 1.7M 37.21
Gilead Sciences (GILD) 2.0 $61M 977k 62.87
Fox News 2.0 $61M 1.8M 33.40
A. O. Smith Corporation (AOS) 1.9 $61M 1.3M 45.20
Citigroup (C) 1.9 $59M 1.2M 48.51
Facebook Inc cl a (META) 1.8 $55M 1.1M 50.23
Vale (VALE) 1.7 $54M 3.5M 15.61
Melco Crown Entertainment (MLCO) 1.7 $54M 1.7M 31.83
Taiwan Semiconductor Mfg (TSM) 1.7 $53M 3.1M 16.96
eBay (EBAY) 1.6 $50M 900k 55.79
United Technologies Corporation 1.6 $49M 456k 107.82
Kansas City Southern 1.5 $48M 438k 109.36
Hca Holdings (HCA) 1.5 $47M 1.1M 42.75
Invesco (IVZ) 1.5 $47M 1.5M 31.90
Michael Kors Holdings 1.4 $46M 610k 74.52
WABCO Holdings 1.4 $45M 537k 84.26
Las Vegas Sands (LVS) 1.4 $45M 674k 66.42
Morgan Stanley (MS) 1.4 $44M 1.6M 26.95
Ingersoll-rand Co Ltd-cl A 1.4 $44M 672k 64.94
Ulta Salon, Cosmetics & Fragrance (ULTA) 1.4 $44M 364k 119.46
Blackstone 1.4 $43M 1.7M 24.89
ICICI Bank (IBN) 1.4 $43M 1.4M 30.48
salesforce (CRM) 1.4 $42M 814k 51.91
Industries N shs - a - (LYB) 1.3 $42M 567k 73.23
American International (AIG) 1.3 $40M 832k 48.63
Estee Lauder Companies (EL) 1.3 $40M 566k 69.90
Schlumberger (SLB) 1.2 $39M 443k 88.36
Twenty-first Century Fox 1.2 $39M 1.2M 33.51
Tyco International Ltd S hs 1.2 $39M 1.1M 34.98
Jazz Pharmaceuticals (JAZZ) 1.2 $38M 407k 91.97
International Business Machines (IBM) 1.2 $37M 198k 185.18
F5 Networks (FFIV) 1.2 $36M 423k 85.81
Cabot Oil & Gas Corporation (CTRA) 1.1 $36M 963k 37.32
Boeing Company (BA) 1.1 $35M 299k 117.50
Hertz Global Holdings 1.1 $35M 1.6M 22.16
T. Rowe Price (TROW) 1.1 $35M 482k 71.93
AutoNation (AN) 1.1 $34M 647k 52.17
Monsanto Company 1.1 $34M 321k 104.37
Proto Labs (PRLB) 1.1 $33M 429k 76.39
Grifols S A Sponsored Adr R (GRFS) 1.1 $33M 1.1M 30.28
Visa (V) 1.0 $32M 166k 191.10
TiVo 1.0 $31M 2.5M 12.44
Covidien 0.9 $29M 481k 60.94
Cognizant Technology Solutions (CTSH) 0.9 $29M 356k 82.12
Stratasys 0.9 $29M 284k 101.26
Cbre Group Inc Cl A (CBRE) 0.9 $29M 1.2M 23.13
Cobalt Intl Energy 0.8 $25M 989k 24.86
Cosan Ltd shs a 0.7 $22M 1.5M 15.37
Dunkin' Brands Group 0.7 $22M 478k 45.26
HDFC Bank (HDB) 0.7 $20M 660k 30.78
Rockwell Automation (ROK) 0.6 $20M 187k 106.94
Sotheby's 0.6 $19M 393k 49.13
Chevron Corporation (CVX) 0.6 $19M 153k 121.50
American Axle & Manufact. Holdings (AXL) 0.5 $17M 866k 19.72
FMC Technologies 0.5 $16M 297k 55.42
Embraer S A (ERJ) 0.5 $17M 511k 32.47
Credicorp (BAP) 0.5 $16M 121k 128.46
New Oriental Education & Tech 0.5 $14M 563k 24.90
Pos (PKX) 0.4 $12M 168k 73.64
KB Financial (KB) 0.3 $9.3M 265k 35.02
Southern Copper Corporation (SCCO) 0.3 $8.5M 312k 27.24
On Assignment 0.1 $4.2M 129k 33.00
Carmike Cinemas 0.1 $4.1M 184k 22.08
Wageworks 0.1 $3.8M 76k 50.45
SPS Commerce (SPSC) 0.1 $3.5M 52k 66.91
Infoblox 0.1 $3.5M 83k 41.82
Methode Electronics (MEI) 0.1 $3.2M 113k 28.00
Euronet Worldwide (EEFT) 0.1 $3.3M 82k 39.88
Financial Engines 0.1 $3.1M 52k 59.44
2060000 Power Solutions International (PSIX) 0.1 $3.1M 53k 59.13
Baidu (BIDU) 0.1 $2.7M 17k 155.19
SPECTRUM BRANDS Hldgs 0.1 $2.9M 44k 65.84
Diamondback Energy (FANG) 0.1 $2.7M 64k 42.64
Integrated Device Technology 0.1 $2.4M 257k 9.42
NetEase (NTES) 0.1 $2.6M 35k 72.60
Evercore Partners (EVR) 0.1 $2.5M 51k 49.23
Lithia Motors (LAD) 0.1 $2.4M 34k 72.97
Ciena Corporation (CIEN) 0.1 $2.5M 101k 25.00
Susser Holdings Corporation 0.1 $2.5M 46k 53.15
Envestnet (ENV) 0.1 $2.6M 84k 31.01
Gentherm (THRM) 0.1 $2.4M 123k 19.09
Acuity Brands (AYI) 0.1 $2.1M 23k 92.01
Akorn 0.1 $2.1M 109k 19.68
Aspen Technology 0.1 $2.3M 68k 34.55
CalAmp (CAMP) 0.1 $2.1M 121k 17.61
8x8 (EGHT) 0.1 $2.0M 203k 10.07
PAREXEL International Corporation 0.1 $1.8M 35k 50.20
Hornbeck Offshore Services 0.1 $1.8M 31k 57.43
Express 0.1 $1.8M 75k 23.59
RigNet 0.1 $1.8M 50k 36.16
Yandex Nv-a (YNDX) 0.1 $2.0M 54k 36.41
Acadia Healthcare (ACHC) 0.1 $1.9M 49k 39.42
Bonanza Creek Energy 0.1 $2.0M 41k 48.25
Manitowoc Company 0.1 $1.5M 76k 19.55
STAAR Surgical Company (STAA) 0.1 $1.6M 119k 13.54
TriQuint Semiconductor 0.1 $1.7M 204k 8.12
Finisar Corporation 0.1 $1.6M 70k 22.63
Conn's (CONN) 0.1 $1.5M 30k 50.02
CommVault Systems (CVLT) 0.1 $1.7M 20k 87.94
PowerSecure International 0.1 $1.7M 107k 16.05
MDC PARTNERS INC CL A SUB Vtg 0.1 $1.7M 60k 27.99
Ligand Pharmaceuticals In (LGND) 0.1 $1.5M 35k 43.29
Regional Management (RM) 0.1 $1.5M 47k 31.80
Himax Technologies (HIMX) 0.0 $1.2M 121k 10.00
SVB Financial (SIVBQ) 0.0 $1.3M 15k 86.37
Orient-exp Htls 0.0 $1.3M 98k 12.98
Capital Senior Living Corporation 0.0 $1.2M 55k 21.15
Spectranetics Corporation 0.0 $1.1M 65k 16.80
Verint Systems (VRNT) 0.0 $1.2M 33k 37.05
Examworks 0.0 $1.1M 44k 25.99
Tearlab Corp 0.0 $1.1M 104k 11.06
Xpo Logistics Inc equity (XPO) 0.0 $1.1M 53k 21.67
Fiesta Restaurant 0.0 $1.3M 34k 37.64
Johnson & Johnson (JNJ) 0.0 $1.0M 12k 86.69
Krispy Kreme Doughnuts 0.0 $1.0M 53k 19.34
Texas Industries 0.0 $1.0M 15k 66.29
A.M. Castle & Co. 0.0 $824k 51k 16.10
Teradyne (TER) 0.0 $874k 53k 16.52
PGT (PGTI) 0.0 $817k 83k 9.90
Endologix 0.0 $943k 58k 16.15
Team Health Holdings 0.0 $897k 24k 37.93
Te Connectivity Ltd for (TEL) 0.0 $968k 19k 51.76
Interface (TILE) 0.0 $983k 50k 19.84
Jamba 0.0 $1.1M 80k 13.38
Tata Motors 0.0 $426k 16k 26.62
Monster Beverage 0.0 $240k 4.6k 52.17
Chuys Hldgs (CHUY) 0.0 $280k 7.8k 35.90