AXIOM INTERNATIONAL INVESTORS LLC /DE Information

33 BENEDICT PLACE, GREENWICH, Connecticut, 06830, (203) 422-8000

Report Date: 12/31/2014

Position Statistics

Total Positions 192
New Positions 41
Increased Positions 105
Decreased Positions 84
Positions with Activity 189
Sold Out Positions 39
Total Mkt Value (in $ millions) 4,153

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 3.18%
Capital Goods 8%
Conglomerates 0.02%
Consumer Cyclical 5.1%
Consumer/Non-Cyclical 3.64%
Energy 3.19%
Financial 16.74%
Healthcare 13.08%
Services 15.31%
Technology 27.58%
Transportation 2.07%
Utilities

192 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 214,697 73,523 52.08 9,246,200
ICICI BK LTD ADR 149,184 30,958 26.19 14,526,150
SENSATA TECHNOLOGIES HLDG NV SHS 141,061 29,297 26.21 2,425,812
FACEBOOK INC CL A 129,026 19,516 17.82 1,597,351
CEMEX SAB DE CV SPON ADR NEW 117,044 -9,914 (7.81) 11,846,530
BAIDU INC SPON ADR REP A 116,553 39,061 50.41 560,700
APPLE INC COM 111,721 13,773 14.06 895,556
BRISTOL MYERS SQUIBB CO COM 97,084 8,175 9.20 1,485,600
COGNIZANT TECHNOLOGY SOLUTIONS CL A 95,257 34,356 56.41 1,569,300
HCA HOLDINGS INC COM 90,394 3,364 3.87 1,158,300
WHIRLPOOL CORP COM 86,361 86,361 New 455,492
VISA INC COM CL A 84,716 33,072 64.04 1,313,020
GRUPO TELEVISA SA SPON ADR REP ORD 82,933 -47,819 (36.57) 2,410,829
CONSTELLATION BRANDS INC CL A 82,289 26,714 48.07 709,510
MYLAN N V SHS EURO 75,114 7,212 10.62 1,075,900
DELTA AIR LINES INC DEL COM NEW 73,858 73,858 New 1,650,100
XEROX CORP COM 71,176 8,947 14.38 5,521,800
ENDO INTL PLC SHS 70,615 -7,812 (9.96) 756,530
WABCO HLDGS INC COM 70,565 17,954 34.13 557,520
EMBRAER S A SP ADR REP 4 COM 69,143 3,124 4.73 2,266,980