Axiom International Investors

Axiom International Investors as of March 31, 2012

Portfolio Holdings for Axiom International Investors

Axiom International Investors holds 149 positions in its portfolio as reported in the March 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Avago Technologies 3.7 $114M 2.9M 38.97
Transocean (RIG) 3.3 $103M 1.9M 54.70
Melco Crown Entertainment (MLCO) 3.2 $101M 7.4M 13.64
Accenture (ACN) 3.0 $93M 1.4M 64.50
Google 2.7 $85M 132k 641.24
Covidien 2.7 $85M 1.5M 54.68
Tim Participacoes Sa- 2.7 $85M 2.6M 32.26
Magna Intl Inc cl a (MGA) 2.7 $83M 1.7M 47.74
Gerdau SA (GGB) 2.4 $74M 7.7M 9.63
Copa Holdings Sa-class A (CPA) 2.1 $66M 834k 79.20
Credicorp (BAP) 2.0 $62M 472k 131.82
Qualcomm (QCOM) 1.9 $60M 887k 68.06
Comcast Corporation (CMCSA) 1.8 $57M 1.9M 30.01
Sotheby's 1.8 $57M 1.4M 39.34
Toll Brothers (TOL) 1.7 $53M 2.2M 23.99
J.B. Hunt Transport Services (JBHT) 1.6 $51M 938k 54.37
JPMorgan Chase & Co. (JPM) 1.6 $51M 1.1M 45.98
Ace Limited Cmn 1.6 $51M 692k 73.20
Arcos Dorados Holdings (ARCO) 1.6 $51M 2.8M 18.09
Grupo Televisa (TV) 1.6 $49M 2.3M 21.08
Baidu (BIDU) 1.6 $50M 340k 145.77
Mead Johnson Nutrition 1.6 $48M 583k 82.48
Rockwell Automation (ROK) 1.5 $47M 586k 79.70
Citigroup (C) 1.5 $46M 1.3M 36.55
UnitedHealth (UNH) 1.5 $46M 773k 58.94
General Electric Company 1.4 $45M 2.2M 20.07
Starbucks Corporation (SBUX) 1.4 $44M 780k 55.89
Ford Motor Company (F) 1.4 $43M 3.4M 12.47
Masco Corporation (MAS) 1.4 $42M 3.2M 13.37
Cbre Group Inc Cl A (CBRE) 1.3 $42M 2.1M 19.96
News Corporation 1.3 $41M 2.1M 19.97
Timken Company (TKR) 1.3 $41M 804k 50.74
EMC Corporation 1.3 $41M 1.4M 29.88
FMC Technologies 1.3 $40M 797k 50.42
National-Oilwell Var 1.3 $40M 498k 79.47
Endo Pharmaceuticals 1.3 $39M 1.0M 38.73
Varian Medical Systems 1.2 $39M 559k 68.96
Monster Beverage 1.2 $38M 614k 62.09
Wells Fargo & Company (WFC) 1.2 $38M 1.1M 34.14
McDonald's Corporation (MCD) 1.2 $38M 382k 98.10
MetLife (MET) 1.2 $37M 997k 37.35
salesforce (CRM) 1.2 $37M 240k 154.51
T. Rowe Price (TROW) 1.1 $35M 538k 65.30
Lululemon Athletica (LULU) 1.1 $34M 456k 74.73
Estee Lauder Companies (EL) 1.1 $33M 530k 61.94
V.F. Corporation (VFC) 1.1 $33M 233k 139.72
Medivation 1.0 $32M 427k 74.72
Freeport-McMoRan Copper & Gold (FCX) 1.0 $32M 834k 38.04
Pfizer (PFE) 1.0 $31M 1.4M 22.65
Gnc Holdings Inc Cl A 1.0 $31M 900k 34.89
Ecopetrol (EC) 0.9 $30M 486k 61.09
Allergan 0.9 $28M 293k 95.43
Taiwan Semiconductor Mfg (TSM) 0.9 $27M 1.7M 15.28
Fossil 0.9 $27M 201k 131.98
Agilent Technologies Inc C ommon (A) 0.8 $24M 538k 44.51
Joy Global 0.7 $22M 305k 73.50
Valero Energy Corporation (VLO) 0.7 $22M 840k 25.77
VeriFone Systems 0.7 $21M 400k 51.87
Ralph Lauren Corp (RL) 0.7 $21M 120k 174.33
Hershey Company (HSY) 0.7 $21M 337k 61.33
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.7 $20M 219k 92.89
Comerica Incorporated (CMA) 0.6 $20M 613k 32.36
United Microelectronics (UMC) 0.5 $17M 6.7M 2.45
KB Financial (KB) 0.5 $14M 391k 36.70
Companhia de Bebidas das Americas 0.5 $14M 338k 41.32
Potash Corp. Of Saskatchewan I 0.4 $12M 259k 45.69
Fomento Economico Mexicano SAB (FMX) 0.4 $12M 140k 82.27
Dr. Reddy's Laboratories (RDY) 0.4 $11M 327k 34.56
BRF Brasil Foods SA (BRFS) 0.3 $9.7M 485k 20.01
PetroChina Company 0.3 $8.9M 63k 140.53
First Cash Financial Services 0.2 $7.4M 172k 42.89
Pos (PKX) 0.2 $7.1M 85k 83.70
Golar Lng (GLNG) 0.2 $5.5M 145k 38.05
Pacific Drilling Sa 0.2 $5.1M 501k 10.12
Coca-Cola FEMSA, S.A.B. de C.V. (KOF) 0.1 $2.8M 27k 105.92
Invensense 0.1 $2.8M 157k 18.10
Akorn 0.1 $2.5M 214k 11.70
Jazz Pharmaceuticals (JAZZ) 0.1 $2.6M 54k 48.48
Genes (GCO) 0.1 $2.2M 30k 71.66
Hornbeck Offshore Services 0.1 $2.0M 48k 42.04
Advisory Board Company 0.1 $2.0M 23k 88.62
AboveNet 0.1 $2.1M 26k 82.79
Clean Harbors (CLH) 0.1 $1.8M 26k 67.35
Cadence Design Systems (CDNS) 0.1 $2.0M 166k 11.84
Air Methods Corporation 0.1 $1.8M 20k 87.24
Hain Celestial (HAIN) 0.1 $2.0M 45k 43.82
RSC Holdings 0.1 $1.8M 80k 22.59
Liquidity Services (LQDT) 0.1 $1.9M 43k 44.81
Dana Holding Corporation (DAN) 0.1 $1.7M 111k 15.50
Colfax Corporation 0.1 $1.9M 53k 35.23
Express 0.1 $2.0M 79k 24.98
Imperva 0.1 $1.9M 49k 39.15
ITC Holdings 0.1 $1.5M 20k 76.95
Domino's Pizza (DPZ) 0.1 $1.5M 41k 36.31
MarketAxess Holdings (MKTX) 0.1 $1.4M 38k 37.28
Oil States International (OIS) 0.1 $1.6M 21k 78.05
Synchronoss Technologies 0.1 $1.4M 45k 31.92
Cepheid 0.1 $1.4M 35k 41.83
Chart Industries (GTLS) 0.1 $1.5M 20k 73.31
Aspen Technology 0.1 $1.5M 75k 20.53
Endologix 0.1 $1.4M 97k 14.65
Pvh Corporation (PVH) 0.1 $1.6M 19k 89.33
Demandware 0.1 $1.5M 51k 29.81
Signature Bank (SBNY) 0.0 $1.3M 21k 63.06
ON Semiconductor (ON) 0.0 $1.3M 148k 9.01
Sonic Automotive (SAH) 0.0 $1.4M 77k 17.91
LivePerson (LPSN) 0.0 $1.2M 71k 16.77
Church & Dwight (CHD) 0.0 $1.2M 25k 49.19
Open Text Corp (OTEX) 0.0 $1.3M 22k 61.15
Cardtronics 0.0 $1.2M 45k 26.26
MAKO Surgical 0.0 $1.3M 31k 42.15
First Republic Bank/san F (FRCB) 0.0 $1.2M 36k 32.94
Spirit Airlines (SAVE) 0.0 $1.2M 61k 20.07
Xpo Logistics Inc equity (XPO) 0.0 $1.2M 70k 16.80
Lumber Liquidators Holdings (LL) 0.0 $917k 37k 25.12
SVB Financial (SIVBQ) 0.0 $836k 13k 64.31
NCR Corporation (VYX) 0.0 $1.0M 47k 21.71
Arctic Cat 0.0 $1.0M 24k 42.82
Stifel Financial (SF) 0.0 $874k 23k 37.84
United Financial Ban 0.0 $959k 61k 15.83
Lattice Semiconductor (LSCC) 0.0 $1.0M 162k 6.43
Greenbrier Companies (GBX) 0.0 $982k 50k 19.79
Orient-exp Htls 0.0 $1.1M 104k 10.20
Allied Nevada Gold 0.0 $902k 28k 32.53
Mednax (MD) 0.0 $783k 11k 74.36
Mitek Systems (MITK) 0.0 $1.1M 92k 11.60
Tangoe 0.0 $925k 49k 18.80
Mattress Firm Holding 0.0 $822k 22k 37.88
HSN 0.0 $681k 18k 38.04
Hub (HUBG) 0.0 $677k 19k 36.01
Texas Industries 0.0 $572k 16k 34.98
BGC Partners 0.0 $706k 95k 7.40
ION Geophysical Corporation 0.0 $494k 77k 6.45
Innospec (IOSP) 0.0 $652k 22k 30.38
Universal Display Corporation (OLED) 0.0 $482k 13k 36.52
Berry Petroleum Company 0.0 $469k 10k 47.14
PriceSmart (PSMT) 0.0 $743k 10k 72.84
Mitcham Industries 0.0 $602k 27k 22.46
Merge Healthcare 0.0 $771k 132k 5.86
Carpenter Technology Corporation (CRS) 0.0 $482k 9.2k 52.28
Myr (MYRG) 0.0 $618k 35k 17.86
Oasis Petroleum 0.0 $669k 22k 30.82
OCZ Technology 0.0 $700k 100k 6.98
RigNet 0.0 $524k 30k 17.53
Yandex Nv-a (YNDX) 0.0 $527k 20k 26.89
Acadia Healthcare (ACHC) 0.0 $753k 46k 16.30
KKR Financial Holdings 0.0 $422k 46k 9.21
Achillion Pharmaceuticals 0.0 $313k 33k 9.57
Responsys 0.0 $449k 38k 11.97