Axiom International Investors as of June 30, 2019
Portfolio Holdings for Axiom International Investors
Axiom International Investors holds 120 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alibaba Group Holding (BABA) | 11.8 | $430M | 2.5M | 169.45 | |
| Taiwan Semiconductor Mfg (TSM) | 7.3 | $267M | 6.8M | 39.17 | |
| Visa (V) | 5.0 | $182M | 1.0M | 173.55 | |
| Adobe Systems Incorporated (ADBE) | 3.9 | $143M | 484k | 294.65 | |
| Microsoft Corporation (MSFT) | 3.8 | $140M | 1.0M | 133.96 | |
| Amazon (AMZN) | 3.6 | $130M | 69k | 1893.62 | |
| Yandex Nv-a (YNDX) | 3.3 | $120M | 3.2M | 38.00 | |
| Petroleo Brasileiro SA (PBR) | 2.8 | $104M | 6.7M | 15.57 | |
| Cyberark Software (CYBR) | 2.6 | $96M | 752k | 127.84 | |
| Facebook Inc cl a (META) | 2.6 | $95M | 492k | 193.00 | |
| Alphabet Inc Class A cs (GOOGL) | 2.5 | $93M | 86k | 1082.80 | |
| Banco Itau Holding Financeira (ITUB) | 2.3 | $82M | 8.8M | 9.42 | |
| Global Payments (GPN) | 2.2 | $82M | 509k | 160.13 | |
| Fomento Economico Mexicano SAB (FMX) | 1.9 | $68M | 707k | 96.75 | |
| HDFC Bank (HDB) | 1.9 | $68M | 525k | 130.04 | |
| Paypal Holdings (PYPL) | 1.9 | $68M | 593k | 114.46 | |
| TAL Education (TAL) | 1.8 | $67M | 1.8M | 38.10 | |
| Credicorp (BAP) | 1.8 | $66M | 288k | 228.91 | |
| Estee Lauder Companies (EL) | 1.8 | $64M | 349k | 183.11 | |
| Servicenow (NOW) | 1.6 | $59M | 216k | 274.57 | |
| Netflix (NFLX) | 1.4 | $52M | 142k | 367.32 | |
| Illumina (ILMN) | 1.4 | $52M | 141k | 368.15 | |
| Live Nation Entertainment (LYV) | 1.4 | $52M | 778k | 66.25 | |
| Copa Holdings Sa-class A (CPA) | 1.4 | $49M | 505k | 97.57 | |
| Jd (JD) | 1.3 | $49M | 1.6M | 30.29 | |
| Honeywell International (HON) | 1.3 | $46M | 266k | 174.59 | |
| Citigroup (C) | 1.3 | $46M | 660k | 70.03 | |
| EOG Resources (EOG) | 1.1 | $42M | 453k | 93.16 | |
| AstraZeneca (AZN) | 1.1 | $42M | 1.0M | 41.28 | |
| IDEXX Laboratories (IDXX) | 1.0 | $36M | 132k | 275.33 | |
| Bright Horizons Fam Sol In D (BFAM) | 1.0 | $35M | 232k | 150.87 | |
| Nice Systems (NICE) | 0.9 | $35M | 254k | 137.00 | |
| Zoetis Inc Cl A (ZTS) | 0.9 | $34M | 295k | 113.49 | |
| Interxion Holding | 0.9 | $33M | 435k | 76.09 | |
| ICICI Bank (IBN) | 0.9 | $31M | 2.5M | 12.59 | |
| S&p Global (SPGI) | 0.8 | $30M | 133k | 227.79 | |
| Thermo Fisher Scientific (TMO) | 0.8 | $27M | 93k | 293.68 | |
| Lululemon Athletica (LULU) | 0.7 | $27M | 151k | 180.21 | |
| Yum China Holdings (YUMC) | 0.7 | $27M | 586k | 46.20 | |
| Activision Blizzard | 0.7 | $24M | 507k | 47.20 | |
| EXACT Sciences Corporation (EXAS) | 0.7 | $24M | 206k | 118.04 | |
| Ferrari Nv Ord (RACE) | 0.7 | $24M | 149k | 161.42 | |
| Raytheon Company | 0.6 | $23M | 131k | 173.88 | |
| eHealth (EHTH) | 0.5 | $18M | 210k | 86.10 | |
| Concho Resources | 0.5 | $18M | 170k | 103.18 | |
| Banco Bradesco SA (BBD) | 0.5 | $17M | 1.7M | 9.82 | |
| Marathon Petroleum Corp (MPC) | 0.4 | $16M | 289k | 55.88 | |
| Ishares Core Intl Stock Etf core (IXUS) | 0.4 | $16M | 277k | 58.64 | |
| MercadoLibre (MELI) | 0.4 | $16M | 26k | 611.77 | |
| Apple (AAPL) | 0.4 | $15M | 77k | 197.93 | |
| Broad | 0.4 | $14M | 49k | 287.86 | |
| Globant S A (GLOB) | 0.3 | $13M | 126k | 101.05 | |
| Ishares Inc core msci emkt (IEMG) | 0.3 | $11M | 209k | 51.44 | |
| Abiomed | 0.3 | $10M | 39k | 260.50 | |
| Euronet Worldwide (EEFT) | 0.2 | $8.4M | 50k | 168.23 | |
| Mercury Computer Systems (MRCY) | 0.2 | $8.1M | 116k | 70.35 | |
| Ishares Inc msci india index (INDA) | 0.2 | $7.2M | 203k | 35.30 | |
| Planet Fitness Inc-cl A (PLNT) | 0.2 | $7.5M | 103k | 72.44 | |
| Masimo Corporation (MASI) | 0.2 | $6.8M | 46k | 148.82 | |
| Q2 Holdings (QTWO) | 0.2 | $6.9M | 91k | 76.36 | |
| Everbridge, Inc. Cmn (EVBG) | 0.2 | $7.1M | 79k | 89.42 | |
| Ensign (ENSG) | 0.2 | $6.5M | 114k | 56.92 | |
| Fox Factory Hldg (FOXF) | 0.2 | $6.7M | 82k | 82.51 | |
| Haemonetics Corporation (HAE) | 0.2 | $6.1M | 50k | 120.35 | |
| Americold Rlty Tr (COLD) | 0.2 | $6.3M | 194k | 32.42 | |
| Insperity (NSP) | 0.1 | $5.5M | 45k | 122.14 | |
| Rapid7 (RPD) | 0.1 | $5.1M | 88k | 57.84 | |
| Omnicell (OMCL) | 0.1 | $4.6M | 54k | 86.03 | |
| Exponent (EXPO) | 0.1 | $4.7M | 80k | 58.54 | |
| Rexford Industrial Realty Inc reit (REXR) | 0.1 | $4.8M | 119k | 40.37 | |
| Pra Health Sciences | 0.1 | $4.7M | 48k | 99.16 | |
| Simply Good Foods (SMPL) | 0.1 | $4.8M | 201k | 24.08 | |
| Trex Company (TREX) | 0.1 | $4.2M | 59k | 71.70 | |
| Freshpet (FRPT) | 0.1 | $4.6M | 100k | 45.51 | |
| Tandem Diabetes Care (TNDM) | 0.1 | $4.6M | 71k | 64.52 | |
| MasterCard Incorporated (MA) | 0.1 | $3.9M | 15k | 264.53 | |
| Insulet Corporation (PODD) | 0.1 | $4.1M | 35k | 119.38 | |
| Caredx (CDNA) | 0.1 | $3.9M | 109k | 35.99 | |
| Ishares Trmsci India Etf (SMIN) | 0.1 | $4.0M | 103k | 38.68 | |
| Avalara | 0.1 | $3.8M | 52k | 72.19 | |
| Array BioPharma | 0.1 | $3.5M | 75k | 46.32 | |
| Progressive Corporation (PGR) | 0.1 | $2.9M | 36k | 79.93 | |
| John Bean Technologies Corporation (JBT) | 0.1 | $2.9M | 24k | 121.14 | |
| Woodward Governor Company (WWD) | 0.1 | $2.9M | 26k | 113.18 | |
| United Cmnty Bks Ga Cap Stk (UCBI) | 0.1 | $3.0M | 104k | 28.56 | |
| Kinsale Cap Group (KNSL) | 0.1 | $3.1M | 34k | 91.49 | |
| Wintrust Financial Corporation (WTFC) | 0.1 | $2.6M | 35k | 73.15 | |
| Zendesk | 0.1 | $2.4M | 27k | 89.03 | |
| Teladoc (TDOC) | 0.1 | $2.7M | 40k | 66.40 | |
| Viavi Solutions Inc equities (VIAV) | 0.1 | $2.6M | 193k | 13.29 | |
| Novanta (NOVT) | 0.1 | $2.7M | 29k | 94.29 | |
| Hamilton Lane Inc Common (HLNE) | 0.1 | $2.7M | 48k | 57.07 | |
| Medidata Solutions | 0.1 | $2.1M | 23k | 90.50 | |
| Kratos Defense & Security Solutions (KTOS) | 0.1 | $2.2M | 97k | 22.89 | |
| Ringcentral (RNG) | 0.1 | $2.3M | 20k | 114.90 | |
| Msa Safety Inc equity (MSA) | 0.1 | $2.1M | 20k | 105.40 | |
| Match | 0.1 | $2.3M | 34k | 67.26 | |
| National Vision Hldgs (EYE) | 0.1 | $2.1M | 68k | 30.74 | |
| Infosys Technologies (INFY) | 0.1 | $1.8M | 169k | 10.70 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $1.9M | 16k | 114.74 | |
| Air Transport Services (ATSG) | 0.1 | $1.9M | 77k | 24.40 | |
| Monolithic Power Systems (MPWR) | 0.1 | $1.7M | 13k | 135.75 | |
| Stifel Financial (SF) | 0.1 | $1.9M | 32k | 59.05 | |
| Wpx Energy | 0.1 | $1.9M | 168k | 11.51 | |
| Blueprint Medicines (BPMC) | 0.1 | $1.9M | 20k | 94.31 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.1 | $1.8M | 21k | 87.13 | |
| Cryoport Inc Com Par $0 001 (CYRX) | 0.1 | $1.8M | 99k | 18.32 | |
| Zoom Video Communications In cl a (ZM) | 0.1 | $1.7M | 20k | 88.79 | |
| Banco Santander-Chile (BSAC) | 0.0 | $1.5M | 50k | 29.92 | |
| Tyler Technologies (TYL) | 0.0 | $1.6M | 7.4k | 215.97 | |
| Ingevity (NGVT) | 0.0 | $1.3M | 12k | 105.20 | |
| Palomar Hldgs (PLMR) | 0.0 | $1.4M | 59k | 24.04 | |
| Slack Technologies | 0.0 | $1.4M | 38k | 37.50 | |
| Merit Medical Systems (MMSI) | 0.0 | $1.3M | 21k | 59.57 | |
| NOVA MEASURING Instruments L (NVMI) | 0.0 | $932k | 36k | 25.59 | |
| Altair Engr (ALTR) | 0.0 | $1.2M | 31k | 40.40 | |
| Ctrip.com International | 0.0 | $631k | 17k | 36.90 | |
| New Oriental Education & Tech | 0.0 | $741k | 7.7k | 96.58 | |
| Agios Pharmaceuticals (AGIO) | 0.0 | $802k | 16k | 49.87 | |
| China Mobile | 0.0 | $172k | 3.8k | 45.26 |
