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 | |
| 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 | 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 (NBIS) | 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 (CONNQ) | 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 | 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 | 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 |
