Axiom International Investors

Axiom International Investors as of Dec. 31, 2014

Portfolio Holdings for Axiom International Investors

Axiom International Investors holds 154 positions in its portfolio as reported in the December 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Taiwan Semiconductor Mfg (TSM) 5.1 $207M 9.2M 22.38
ICICI Bank (IBN) 4.2 $168M 15M 11.55
Baidu (BIDU) 3.2 $128M 561k 227.97
Sensata Technologies Hldg Bv 3.1 $127M 2.4M 52.41
Facebook Inc cl a (META) 3.1 $125M 1.6M 78.02
Cemex SAB de CV (CX) 3.0 $121M 12M 10.19
Apple (AAPL) 2.4 $99M 896k 110.38
Whirlpool Corporation (WHR) 2.2 $88M 456k 193.74
Bristol Myers Squibb (BMY) 2.2 $88M 1.5M 59.03
Visa (V) 2.1 $86M 328k 262.20
Hca Holdings (HCA) 2.1 $85M 1.2M 73.39
Embraer S A (ERJ) 2.1 $84M 2.3M 36.86
Cognizant Technology Solutions (CTSH) 2.0 $83M 1.6M 52.66
Grupo Televisa (TV) 2.0 $82M 2.4M 34.06
Delta Air Lines (DAL) 2.0 $81M 1.7M 49.19
Xerox Corporation 1.9 $77M 5.5M 13.86
Constellation Brands (STZ) 1.7 $70M 710k 98.17
Applied Materials (AMAT) 1.7 $67M 2.7M 24.92
Mylan 1.5 $61M 1.1M 56.37
Invesco (IVZ) 1.5 $59M 1.5M 39.52
International Flavors & Fragrances (IFF) 1.5 $59M 583k 101.36
Monsanto Company 1.4 $59M 491k 119.47
WABCO Holdings 1.4 $58M 558k 104.78
priceline.com Incorporated 1.4 $56M 49k 1140.20
Banco Itau Holding Financeira (ITUB) 1.4 $55M 4.3M 13.01
American Express Company (AXP) 1.4 $55M 590k 93.04
Endo International (ENDPQ) 1.4 $55M 757k 72.12
Alibaba Group Holding (BABA) 1.3 $53M 508k 103.94
Blackstone 1.3 $52M 1.5M 33.83
Credicorp (BAP) 1.3 $51M 318k 160.18
Rockwell Automation (ROK) 1.3 $51M 459k 111.20
Citigroup (C) 1.3 $51M 941k 54.11
Liberty Global 1.2 $50M 1.0M 48.31
Regeneron Pharmaceuticals (REGN) 1.2 $50M 122k 410.25
Morgan Stanley (MS) 1.2 $50M 1.3M 38.80
Lazard Ltd-cl A shs a 1.2 $49M 981k 50.03
EOG Resources (EOG) 1.2 $49M 530k 92.07
Hewlett-Packard Company 1.2 $48M 1.2M 40.13
Nxp Semiconductors N V (NXPI) 1.1 $42M 554k 76.40
HDFC Bank (HDB) 1.0 $41M 814k 50.75
Mohawk Industries (MHK) 1.0 $40M 260k 155.36
Schlumberger (SLB) 1.0 $41M 476k 85.41
Comcast Corporation (CMCSA) 1.0 $39M 666k 58.01
CBS Corporation 1.0 $39M 700k 55.34
Biogen Idec (BIIB) 1.0 $39M 114k 339.45
Mondelez Int (MDLZ) 1.0 $39M 1.1M 36.32
Teva Pharmaceutical Industries (TEVA) 0.9 $38M 665k 57.51
Google 0.9 $38M 72k 530.66
Las Vegas Sands (LVS) 0.9 $38M 646k 58.16
Activision Blizzard 0.9 $36M 1.8M 20.15
Carnival Corporation (CCL) 0.9 $36M 789k 45.33
United Rentals (URI) 0.9 $36M 349k 102.01
Cbre Group Inc Cl A (CBRE) 0.9 $35M 1.0M 34.25
stock (SPLK) 0.8 $31M 520k 58.95
Cabot Oil & Gas Corporation (CTRA) 0.7 $29M 984k 29.61
IAC/InterActive 0.7 $28M 468k 60.79
China Mobile 0.7 $27M 466k 58.82
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.6 $26M 668k 39.04
Pepsi (PEP) 0.6 $25M 267k 94.56
Royal Caribbean Cruises (RCL) 0.6 $25M 298k 82.43
Liberty Global 0.6 $25M 494k 50.21
Tim Participacoes Sa- 0.5 $22M 990k 22.21
AutoNation (AN) 0.5 $21M 351k 60.41
Bank Of Ireland Spons 0.5 $20M 1.3M 15.22
Jazz Pharmaceuticals (JAZZ) 0.4 $18M 110k 163.73
PowerShares India Portfolio 0.4 $16M 762k 20.99
Ishares Inc msci india index (INDA) 0.3 $14M 473k 29.95
SPECTRUM BRANDS Hldgs 0.2 $7.2M 75k 95.68
Acadia Healthcare (ACHC) 0.2 $6.4M 104k 61.21
Euronet Worldwide (EEFT) 0.1 $6.2M 113k 54.90
Verint Systems (VRNT) 0.1 $6.2M 106k 58.28
Icon (ICLR) 0.1 $5.6M 110k 50.99
G-III Apparel (GIII) 0.1 $4.8M 48k 101.02
Multi-Color Corporation 0.1 $4.7M 84k 55.42
Xpo Logistics Inc equity (XPO) 0.1 $4.9M 120k 40.88
Fiesta Restaurant 0.1 $4.5M 74k 60.80
Clubcorp Hldgs 0.1 $4.6M 259k 17.93
Integrated Device Technology 0.1 $4.1M 208k 19.60
Spectranetics Corporation 0.1 $4.1M 117k 34.58
Dr. Reddy's Laboratories (RDY) 0.1 $3.5M 69k 50.45
iShares MSCI Taiwan Index 0.1 $3.5M 230k 15.11
Examworks 0.1 $3.6M 87k 41.59
Popeyes Kitchen 0.1 $3.6M 64k 56.27
Electronics For Imaging 0.1 $3.4M 80k 42.83
Minerals Technologies (MTX) 0.1 $3.1M 45k 69.44
Omnicell (OMCL) 0.1 $3.0M 92k 33.12
Synchronoss Technologies 0.1 $3.3M 79k 41.86
Natus Medical 0.1 $3.4M 94k 36.04
Motorcar Parts of America (MPAA) 0.1 $3.4M 109k 31.09
Proofpoint 0.1 $3.4M 71k 48.23
JetBlue Airways Corporation (JBLU) 0.1 $2.8M 174k 15.86
FARO Technologies (FARO) 0.1 $2.8M 46k 62.67
PacWest Ban 0.1 $2.7M 58k 45.46
Eagle Ban (EGBN) 0.1 $3.0M 84k 35.52
IGI Laboratories 0.1 $2.9M 326k 8.80
Phibro Animal Health Corporati*on Cmn Class A (PAHC) 0.1 $3.0M 94k 31.55
Aac Holdings 0.1 $2.9M 93k 30.92
HFF 0.1 $2.3M 65k 35.92
MarineMax (HZO) 0.1 $2.6M 131k 20.05
Cognex Corporation (CGNX) 0.1 $2.5M 61k 41.33
Manhattan Associates (MANH) 0.1 $2.5M 62k 40.73
Carmike Cinemas 0.1 $2.4M 91k 26.27
Callidus Software 0.1 $2.5M 152k 16.33
Cray 0.1 $2.3M 66k 34.49
Inventure Foods 0.1 $2.3M 177k 12.74
United Cmnty Bks Ga Cap Stk (UCBI) 0.1 $2.4M 128k 18.94
Lifelock 0.1 $2.6M 142k 18.51
Ftd Cos 0.1 $2.4M 68k 34.81
Q2 Holdings (QTWO) 0.1 $2.5M 135k 18.84
Micron Technology (MU) 0.1 $1.8M 53k 35.00
Apogee Enterprises (APOG) 0.1 $1.9M 45k 42.37
H&E Equipment Services (HEES) 0.1 $1.9M 68k 28.09
Tata Motors 0.1 $2.2M 51k 42.28
United Natural Foods (UNFI) 0.1 $1.8M 24k 77.34
P.A.M. Transportation Services (PTSI) 0.1 $1.9M 37k 51.85
Synergy Res Corp 0.1 $2.2M 177k 12.54
Ishares Trust Msci China msci china idx (MCHI) 0.1 $2.0M 40k 50.22
Lands' End (LE) 0.1 $1.9M 35k 53.95
Performance Sports 0.1 $2.0M 112k 17.99
Crown Holdings (CCK) 0.0 $1.5M 29k 50.91
Medtronic 0.0 $1.5M 21k 72.21
Texas Instruments Incorporated (TXN) 0.0 $1.5M 28k 53.47
Air Methods Corporation 0.0 $1.4M 33k 44.04
Belden (BDC) 0.0 $1.7M 22k 78.81
ISIS Pharmaceuticals 0.0 $1.6M 26k 61.75
SYNNEX Corporation (SNX) 0.0 $1.8M 23k 78.17
Dex (DXCM) 0.0 $1.8M 32k 55.04
Constant Contact 0.0 $1.7M 47k 36.71
RigNet 0.0 $1.5M 37k 41.03
Pacira Pharmaceuticals (PCRX) 0.0 $1.5M 17k 88.67
Intel Corporation (INTC) 0.0 $1.1M 31k 36.30
Stillwater Mining Company 0.0 $1.3M 87k 14.74
Synaptics, Incorporated (SYNA) 0.0 $1.3M 19k 68.82
Carrizo Oil & Gas 0.0 $1.3M 31k 41.61
NPS Pharmaceuticals 0.0 $1.1M 30k 35.76
NCI Building Systems 0.0 $1.1M 61k 18.51
TeleNav 0.0 $1.2M 183k 6.67
Celldex Therapeutics 0.0 $1.1M 59k 18.24
Primoris Services (PRIM) 0.0 $1.1M 49k 23.23
Chimerix (CMRX) 0.0 $1.1M 27k 40.24
Diamond Resorts International 0.0 $1.4M 50k 27.90
Sesa Sterlite Limted 0.0 $1.0M 76k 13.57
Exxon Mobil Corporation (XOM) 0.0 $767k 8.3k 92.41
3M Company (MMM) 0.0 $735k 4.5k 164.28
Nike (NKE) 0.0 $711k 7.4k 96.20
Illinois Tool Works (ITW) 0.0 $715k 7.6k 94.64
Cogent Communications (CCOI) 0.0 $922k 26k 35.41
Digimarc Corporation (DMRC) 0.0 $967k 36k 27.14
Repligen Corporation (RGEN) 0.0 $941k 48k 19.81
CalAmp (CAMP) 0.0 $854k 47k 18.30
American International (AIG) 0.0 $736k 13k 56.00
Achillion Pharmaceuticals 0.0 $792k 65k 12.25
Yandex Nv-a (YNDX) 0.0 $456k 25k 17.95
Moelis & Co (MC) 0.0 $305k 8.7k 34.93