Axiom International Investors

Axiom International Investors as of June 30, 2014

Portfolio Holdings for Axiom International Investors

Axiom International Investors holds 148 positions in its portfolio as reported in the June 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cemex SAB de CV (CX) 3.4 $142M 11M 13.23
Banco Itau Holding Financeira (ITUB) 2.9 $123M 8.6M 14.38
Grupo Televisa (TV) 2.9 $121M 3.5M 34.31
Nxp Semiconductors N V (NXPI) 2.8 $117M 1.8M 66.18
Las Vegas Sands (LVS) 2.5 $107M 1.4M 76.22
Precision Drilling Corporation 2.5 $104M 7.4M 14.16
Facebook Inc cl a (META) 2.2 $94M 1.4M 67.29
Apple (AAPL) 2.2 $92M 988k 92.93
Melco Crown Entertainment (MLCO) 2.1 $91M 2.6M 35.71
priceline.com Incorporated 2.1 $91M 76k 1203.00
Taiwan Semiconductor Mfg (TSM) 2.1 $91M 4.2M 21.39
ICICI Bank (IBN) 2.0 $85M 1.7M 49.90
Walgreen Company 1.9 $79M 1.1M 74.13
Sensata Technologies Hldg Bv 1.8 $76M 1.6M 46.78
Schlumberger (SLB) 1.7 $73M 620k 117.95
Invesco (IVZ) 1.7 $72M 1.9M 37.75
Liberty Global 1.7 $71M 1.7M 42.31
Michael Kors Holdings 1.6 $70M 791k 88.65
Gilead Sciences (GILD) 1.6 $70M 842k 82.91
AutoNation (AN) 1.6 $68M 1.1M 59.68
Canadian Pacific Railway 1.6 $68M 373k 181.14
EOG Resources (EOG) 1.5 $64M 549k 116.86
United Rentals (URI) 1.5 $64M 608k 104.73
Jazz Pharmaceuticals (JAZZ) 1.5 $63M 427k 147.01
Hca Holdings (HCA) 1.4 $61M 1.1M 56.38
Lazard Ltd-cl A shs a 1.4 $59M 1.1M 51.56
Rockwell Automation (ROK) 1.4 $58M 460k 125.16
Citigroup (C) 1.3 $56M 1.2M 47.10
HDFC Bank (HDB) 1.3 $55M 1.2M 46.82
Google 1.3 $55M 93k 584.67
Cosan Ltd shs a 1.2 $53M 3.9M 13.56
Cognizant Technology Solutions (CTSH) 1.2 $52M 1.1M 48.91
Industries N shs - a - (LYB) 1.2 $50M 516k 97.65
Google Inc Class C 1.2 $50M 86k 575.28
Tyco International Ltd S hs 1.1 $49M 1.1M 45.60
Colfax Corporation 1.1 $48M 649k 74.54
Blackstone 1.1 $47M 1.4M 33.44
CBS Corporation 1.1 $47M 754k 62.14
Morgan Stanley (MS) 1.1 $45M 1.4M 32.33
T. Rowe Price (TROW) 1.0 $44M 523k 84.41
Mylan 1.0 $44M 860k 51.56
A. O. Smith Corporation (AOS) 1.0 $44M 878k 49.58
Sunedison 1.0 $44M 1.9M 22.60
Credicorp (BAP) 1.0 $44M 280k 155.47
Monsanto Company 1.0 $42M 337k 124.74
Mohawk Industries (MHK) 1.0 $42M 305k 138.34
Visa (V) 0.9 $40M 192k 210.71
Xerox Corporation 0.9 $39M 3.1M 12.44
Proto Labs (PRLB) 0.9 $38M 460k 81.92
Cabot Oil & Gas Corporation (CTRA) 0.9 $36M 1.1M 34.14
WABCO Holdings 0.8 $36M 339k 106.82
IAC/InterActive 0.8 $35M 508k 69.23
United Technologies Corporation 0.8 $35M 306k 115.45
Companhia Brasileira de Distrib. 0.8 $35M 759k 46.33
Covidien 0.8 $35M 393k 90.18
Qihoo 360 Technologies Co Lt 0.8 $35M 383k 92.04
stock (SPLK) 0.7 $31M 565k 55.33
Amazon 0.7 $31M 95k 324.78
Tesla Motors (TSLA) 0.7 $30M 127k 240.06
Cbre Group Inc Cl A (CBRE) 0.7 $30M 922k 32.04
Endo International (ENDPQ) 0.7 $29M 412k 70.02
Dunkin' Brands Group 0.7 $28M 613k 45.81
Baidu (BIDU) 0.7 $27M 147k 186.81
Coca-cola Enterprises 0.6 $27M 566k 47.78
Petroleo Brasileiro SA (PBR) 0.6 $27M 1.8M 14.63
Exxon Mobil Corporation (XOM) 0.6 $26M 259k 100.68
TiVo 0.6 $25M 1.9M 12.91
Banco Santander-Chile (BSAC) 0.6 $24M 905k 26.45
Five Below (FIVE) 0.5 $23M 570k 39.91
American Airls (AAL) 0.5 $23M 535k 42.96
Comcast Corporation (CMCSA) 0.5 $22M 405k 53.68
F5 Networks (FFIV) 0.5 $20M 183k 111.44
Estee Lauder Companies (EL) 0.5 $20M 267k 74.26
Ambev Sa- (ABEV) 0.4 $19M 2.7M 7.04
Bank Of Ireland Spons 0.4 $18M 1.3M 13.90
New Oriental Education & Tech 0.4 $17M 648k 26.57
Royal Caribbean Cruises (RCL) 0.4 $17M 303k 55.60
PowerShares India Portfolio 0.4 $17M 762k 21.62
Liberty Global 0.4 $16M 363k 44.22
Vale (VALE) 0.4 $16M 1.2M 13.23
iShares MSCI Taiwan Index 0.1 $6.4M 408k 15.80
SPECTRUM BRANDS Hldgs 0.1 $4.3M 50k 86.04
On Assignment 0.1 $3.6M 102k 35.57
Carmike Cinemas 0.1 $3.7M 107k 35.13
Verint Systems (VRNT) 0.1 $3.9M 79k 49.05
Te Connectivity Ltd for (TEL) 0.1 $3.5M 57k 61.85
Euronet Worldwide (EEFT) 0.1 $2.9M 60k 48.23
G-III Apparel (GIII) 0.1 $3.1M 37k 81.66
Aspen Technology 0.1 $2.8M 60k 46.40
Valeant Pharmaceuticals Int 0.1 $2.8M 23k 126.10
Clubcorp Hldgs 0.1 $2.9M 156k 18.54
Integrated Device Technology 0.1 $2.4M 153k 15.46
Penske Automotive (PAG) 0.1 $2.6M 53k 49.49
Carrizo Oil & Gas 0.1 $2.5M 36k 69.25
H&E Equipment Services (HEES) 0.1 $2.5M 70k 36.34
Lithia Motors (LAD) 0.1 $2.4M 26k 94.07
RigNet 0.1 $2.8M 51k 53.83
Pacira Pharmaceuticals (PCRX) 0.1 $2.6M 28k 91.87
Acadia Healthcare (ACHC) 0.1 $2.7M 60k 45.51
Us Silica Hldgs (SLCA) 0.1 $2.5M 45k 55.43
JetBlue Airways Corporation (JBLU) 0.1 $2.2M 201k 10.85
Evercore Partners (EVR) 0.1 $2.3M 40k 57.64
Horsehead Holding 0.1 $2.3M 126k 18.26
Stillwater Mining Company 0.1 $2.1M 118k 17.55
Kforce (KFRC) 0.1 $2.0M 91k 21.64
NCI Building Systems 0.1 $2.2M 112k 19.43
US Ecology 0.1 $2.3M 47k 48.96
Icg Group 0.1 $2.1M 100k 20.88
Xpo Logistics Inc equity (XPO) 0.1 $2.3M 80k 28.61
STAAR Surgical Company (STAA) 0.0 $1.7M 102k 16.80
Minerals Technologies (MTX) 0.0 $1.7M 26k 65.57
Cognex Corporation (CGNX) 0.0 $1.8M 48k 38.39
Tata Motors 0.0 $1.8M 45k 39.05
Finish Line 0.0 $1.9M 64k 29.74
Susser Holdings Corporation 0.0 $1.5M 19k 80.70
PacWest Ban 0.0 $1.6M 36k 43.16
Repligen Corporation (RGEN) 0.0 $1.9M 83k 22.79
MDC PARTNERS INC CL A SUB Vtg 0.0 $1.8M 84k 21.50
Spectranetics Corporation 0.0 $1.8M 77k 22.89
Eagle Ban (EGBN) 0.0 $1.8M 53k 33.75
United Cmnty Bks Ga Cap Stk (UCBI) 0.0 $1.7M 107k 16.37
Gt Solar Int'l 0.0 $1.6M 85k 18.60
Post Holdings Inc Common (POST) 0.0 $1.5M 30k 50.92
Fiesta Restaurant 0.0 $1.5M 33k 46.40
Proofpoint 0.0 $1.8M 49k 37.46
Gentherm (THRM) 0.0 $1.8M 41k 44.46
Popeyes Kitchen 0.0 $1.7M 39k 43.71
Steelcase (SCS) 0.0 $1.3M 84k 15.13
HFF 0.0 $1.4M 39k 37.19
Entravision Communication (EVC) 0.0 $1.2M 189k 6.22
Omnicell (OMCL) 0.0 $1.4M 48k 28.71
SYNNEX Corporation (SNX) 0.0 $1.2M 16k 72.82
Primoris Services (PRIM) 0.0 $1.3M 45k 28.85
Examworks 0.0 $1.3M 40k 31.72
Synergy Res Corp 0.0 $1.4M 108k 13.25
Yandex Nv-a (YNDX) 0.0 $1.3M 36k 35.63
4068594 Enphase Energy (ENPH) 0.0 $1.2M 145k 8.55
Diamondback Energy (FANG) 0.0 $1.2M 13k 88.77
Seaworld Entertainment (SEAS) 0.0 $1.1M 40k 28.34
Cogent Communications (CCOI) 0.0 $1000k 29k 34.54
BioScrip 0.0 $736k 88k 8.34
TASER International 0.0 $797k 60k 13.31
Ligand Pharmaceuticals In (LGND) 0.0 $947k 15k 62.30
Inventure Foods 0.0 $960k 85k 11.27
Global Eagle Acquisition Cor 0.0 $828k 67k 12.40
Moelis & Co (MC) 0.0 $904k 27k 33.61
iShares MSCI Emerging Markets Indx (EEM) 0.0 $510k 12k 43.22
Ariad Pharmaceuticals 0.0 $437k 69k 6.37