Axiom International Investors as of March 31, 2013
Portfolio Holdings for Axiom International Investors
Axiom International Investors holds 127 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Grupo Televisa (TV) | 3.4 | $97M | 3.6M | 26.61 | |
| Melco Crown Entertainment (MLCO) | 2.9 | $83M | 3.5M | 23.35 | |
| Schlumberger (SLB) | 2.9 | $82M | 1.1M | 74.89 | |
| Kansas City Southern | 2.4 | $69M | 618k | 110.90 | |
| American International (AIG) | 2.2 | $62M | 1.6M | 38.82 | |
| News Corporation | 2.1 | $61M | 2.0M | 30.76 | |
| Copa Holdings Sa-class A (CPA) | 2.1 | $61M | 507k | 119.61 | |
| Invesco (IVZ) | 2.0 | $58M | 2.0M | 28.96 | |
| Credicorp (BAP) | 2.0 | $57M | 341k | 166.05 | |
| Pfizer (PFE) | 2.0 | $56M | 1.9M | 28.86 | |
| Nxp Semiconductors N V (NXPI) | 1.9 | $55M | 1.8M | 30.29 | |
| Grupo Fin Santander adr b | 1.9 | $55M | 3.6M | 15.43 | |
| Citigroup (C) | 1.9 | $53M | 1.2M | 44.24 | |
| Comcast Corporation (CMCSA) | 1.9 | $53M | 1.3M | 41.98 | |
| Fortune Brands (FBIN) | 1.9 | $53M | 1.4M | 37.43 | |
| 1.9 | $52M | 66k | 794.19 | ||
| Banco Itau Holding Financeira (ITUB) | 1.9 | $52M | 2.9M | 17.80 | |
| EMC Corporation | 1.8 | $52M | 2.2M | 23.89 | |
| Virgin Media | 1.8 | $51M | 1.0M | 48.97 | |
| Celanese Corporation (CE) | 1.7 | $49M | 1.1M | 44.05 | |
| A. O. Smith Corporation (AOS) | 1.6 | $47M | 634k | 73.57 | |
| Southern Copper Corporation (SCCO) | 1.6 | $46M | 1.2M | 37.57 | |
| Valero Energy Corporation (VLO) | 1.5 | $43M | 948k | 45.49 | |
| Delta Air Lines (DAL) | 1.5 | $42M | 2.6M | 16.51 | |
| eBay (EBAY) | 1.5 | $42M | 770k | 54.22 | |
| Estee Lauder Companies (EL) | 1.5 | $42M | 652k | 64.03 | |
| Taiwan Semiconductor Mfg (TSM) | 1.4 | $40M | 2.3M | 17.19 | |
| Morgan Stanley (MS) | 1.4 | $40M | 1.8M | 21.98 | |
| Avago Technologies | 1.4 | $39M | 1.1M | 35.90 | |
| News Corporation | 1.4 | $39M | 1.3M | 30.51 | |
| Sotheby's | 1.3 | $38M | 1.0M | 37.41 | |
| Monsanto Company | 1.3 | $38M | 355k | 105.63 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.3 | $37M | 460k | 81.29 | |
| General Electric Company | 1.3 | $36M | 1.5M | 23.12 | |
| Oracle Corporation (ORCL) | 1.3 | $36M | 1.1M | 32.33 | |
| Qiagen | 1.2 | $35M | 1.7M | 21.08 | |
| Cbre Group Inc Cl A (CBRE) | 1.2 | $34M | 1.3M | 25.25 | |
| Wells Fargo & Company (WFC) | 1.2 | $33M | 900k | 36.99 | |
| Toll Brothers (TOL) | 1.2 | $33M | 971k | 34.24 | |
| FMC Technologies | 1.1 | $32M | 596k | 54.39 | |
| Dunkin' Brands Group | 1.1 | $33M | 883k | 36.88 | |
| Accenture (ACN) | 1.1 | $32M | 418k | 75.97 | |
| Facebook Inc cl a (META) | 1.1 | $32M | 1.2M | 25.58 | |
| Mindray Medical International | 1.1 | $31M | 787k | 39.94 | |
| Liberty Global | 1.1 | $31M | 416k | 73.38 | |
| T. Rowe Price (TROW) | 1.1 | $30M | 400k | 74.87 | |
| MetLife (MET) | 1.1 | $30M | 782k | 38.02 | |
| Industries N shs - a - (LYB) | 1.1 | $30M | 470k | 63.29 | |
| Liberty Global | 1.0 | $29M | 427k | 68.63 | |
| Verizon Communications (VZ) | 1.0 | $29M | 583k | 49.15 | |
| Procter & Gamble Company (PG) | 1.0 | $29M | 374k | 77.06 | |
| Jazz Pharmaceuticals (JAZZ) | 1.0 | $29M | 512k | 55.91 | |
| Cemex SAB de CV (CX) | 0.9 | $26M | 2.1M | 12.21 | |
| Stratasys | 0.9 | $26M | 348k | 74.22 | |
| Las Vegas Sands (LVS) | 0.9 | $26M | 452k | 56.35 | |
| Nielsen Holdings Nv | 0.8 | $24M | 668k | 35.82 | |
| Nike (NKE) | 0.8 | $24M | 400k | 59.01 | |
| Cobalt Intl Energy | 0.7 | $20M | 704k | 28.20 | |
| salesforce (CRM) | 0.7 | $20M | 109k | 178.83 | |
| Allergan | 0.7 | $19M | 168k | 111.63 | |
| WABCO Holdings | 0.7 | $19M | 263k | 70.59 | |
| Qualcomm (QCOM) | 0.7 | $18M | 272k | 66.94 | |
| J.B. Hunt Transport Services (JBHT) | 0.6 | $18M | 238k | 74.48 | |
| Coca-Cola FEMSA, S.A.B. de C.V. (KOF) | 0.6 | $18M | 155k | 113.50 | |
| Rockwell Automation (ROK) | 0.6 | $17M | 201k | 86.35 | |
| Pos (PKX) | 0.6 | $17M | 224k | 73.71 | |
| Varian Medical Systems | 0.6 | $16M | 221k | 72.00 | |
| Grifols S A Sponsored Adr R (GRFS) | 0.6 | $16M | 542k | 29.01 | |
| Textron (TXT) | 0.5 | $13M | 440k | 29.81 | |
| Companhia de Bebidas das Americas | 0.5 | $13M | 298k | 42.33 | |
| First Cash Financial Services | 0.5 | $13M | 216k | 58.34 | |
| PetroChina Company | 0.4 | $10M | 78k | 131.82 | |
| Mead Johnson Nutrition | 0.4 | $10M | 132k | 77.45 | |
| Cosan Ltd shs a | 0.4 | $10M | 524k | 19.50 | |
| KB Financial (KB) | 0.3 | $7.9M | 238k | 33.04 | |
| Aspen Technology | 0.1 | $3.1M | 97k | 32.29 | |
| Acadia Healthcare (ACHC) | 0.1 | $3.0M | 102k | 29.39 | |
| On Assignment | 0.1 | $2.9M | 116k | 25.31 | |
| Susser Holdings Corporation | 0.1 | $2.9M | 56k | 51.11 | |
| SPECTRUM BRANDS Hldgs | 0.1 | $2.9M | 52k | 56.58 | |
| PAREXEL International Corporation | 0.1 | $2.6M | 66k | 39.55 | |
| Texas Industries | 0.1 | $2.6M | 42k | 63.12 | |
| Air Methods Corporation | 0.1 | $2.7M | 56k | 48.23 | |
| CommVault Systems (CVLT) | 0.1 | $2.6M | 32k | 82.00 | |
| Spirit Airlines (SAVEQ) | 0.1 | $2.4M | 96k | 25.36 | |
| Manitowoc Company | 0.1 | $2.2M | 109k | 20.56 | |
| Krispy Kreme Doughnuts | 0.1 | $2.2M | 150k | 14.44 | |
| Trex Company (TREX) | 0.1 | $2.1M | 42k | 49.18 | |
| InterNAP Network Services | 0.1 | $2.0M | 211k | 9.35 | |
| Capital Senior Living Corporation | 0.1 | $2.1M | 80k | 26.43 | |
| Financial Engines | 0.1 | $1.9M | 53k | 36.21 | |
| Integrated Device Technology | 0.1 | $1.6M | 219k | 7.47 | |
| Acuity Brands (AYI) | 0.1 | $1.8M | 25k | 69.36 | |
| Conn's (CONNQ) | 0.1 | $1.7M | 47k | 35.94 | |
| Spectranetics Corporation | 0.1 | $1.6M | 89k | 18.53 | |
| Endologix | 0.1 | $1.6M | 101k | 16.15 | |
| Interface (TILE) | 0.1 | $1.7M | 90k | 19.22 | |
| ACI Worldwide (ACIW) | 0.1 | $1.4M | 29k | 48.87 | |
| Euronet Worldwide (EEFT) | 0.1 | $1.5M | 57k | 26.35 | |
| Lithia Motors (LAD) | 0.1 | $1.5M | 31k | 47.47 | |
| Virtus Investment Partners (VRTS) | 0.1 | $1.3M | 7.0k | 186.31 | |
| Colfax Corporation | 0.1 | $1.3M | 28k | 46.55 | |
| Oasis Petroleum | 0.1 | $1.5M | 39k | 38.07 | |
| ITC Holdings | 0.0 | $1.1M | 12k | 89.25 | |
| Hornbeck Offshore Services | 0.0 | $1.1M | 23k | 46.48 | |
| SurModics (SRDX) | 0.0 | $1.2M | 43k | 27.26 | |
| Verint Systems (VRNT) | 0.0 | $1.1M | 29k | 36.54 | |
| 8x8 (EGHT) | 0.0 | $1.2M | 173k | 6.85 | |
| Yandex Nv-a (NBIS) | 0.0 | $1.2M | 51k | 23.13 | |
| Proto Labs (PRLB) | 0.0 | $1.3M | 26k | 49.10 | |
| Tri Pointe Homes (TPH) | 0.0 | $1.3M | 62k | 20.14 | |
| Signature Bank (SBNY) | 0.0 | $766k | 9.7k | 78.81 | |
| SVB Financial (SIVBQ) | 0.0 | $830k | 12k | 70.94 | |
| Domino's Pizza (DPZ) | 0.0 | $967k | 19k | 51.46 | |
| Methode Electronics (MEI) | 0.0 | $729k | 57k | 12.88 | |
| RigNet | 0.0 | $870k | 35k | 24.93 | |
| Market Leader | 0.0 | $953k | 106k | 8.96 | |
| Xpo Logistics Inc equity (XPO) | 0.0 | $810k | 48k | 16.84 | |
| Invensense | 0.0 | $719k | 67k | 10.68 | |
| Ruckus Wireless | 0.0 | $928k | 44k | 21.00 | |
| A.M. Castle & Co. | 0.0 | $560k | 32k | 17.49 | |
| Cyberonics | 0.0 | $592k | 13k | 46.76 | |
| Teradyne (TER) | 0.0 | $686k | 42k | 16.22 | |
| Orient-exp Htls | 0.0 | $623k | 63k | 9.86 | |
| NeoGenomics (NEO) | 0.0 | $548k | 139k | 3.94 | |
| PT Telekomunikasi Indonesia (TLK) | 0.0 | $316k | 7.0k | 45.14 | |
| Thermon Group Holdings (THR) | 0.0 | $407k | 18k | 22.23 |
