AXIOM INTERNATIONAL INVESTORS LLC /DE Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 185
New Positions 37
Increased Positions 97
Decreased Positions 85
Positions with Activity 182
Sold Out Positions 34
Total Mkt Value (in $ millions) 4,027

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

Sector Weighting

Basic Materials 3.21%
Capital Goods 8.51%
Conglomerates 1.2%
Consumer Cyclical 2.55%
Consumer/Non-Cyclical 1.97%
Energy 6.57%
Financial 18.33%
Healthcare 12.02%
Services 19.92%
Technology 23.74%
Transportation 1.22%
Utilities 0%

85 DECREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FACEBOOK INC CL A 105,517 -3,284 (3.02) 1,355,736
NXP SEMICONDUCTORS N V COM 88,865 -52,909 (37.32) 1,107,629
APPLE INC COM 88,707 -22,923 (20.54) 785,153
GILEAD SCIENCES INC COM 86,058 -2,836 (3.19) 815,410
INVESCO LTD SHS 67,591 -2,681 (3.82) 1,825,300
PRICELINE GRP INC COM NEW 57,688 -21,009 (26.7) 55,577
LIBERTY GLOBAL PLC SHS CL C 56,367 -19,974 (26.16) 1,237,200
COGNIZANT TECHNOLOGY SOLUTIONS CL A 56,240 -3,232 (5.44) 1,003,300
WALGREENS BOOTS ALLIANCE INC COM 55,680 -25,206 (31.16) 736,600
CITIGROUP INC COM NEW 55,413 -2,219 (3.85) 1,139,720
LAZARD LTD SHS A 52,081 -1,734 (3.22) 1,110,701
SCHLUMBERGER LTD COM 50,087 -744 (1.46) 610,820
HDFC BANK LTD ADR REPS 3 SHS 47,635 -23,716 (33.24) 779,620
BLACKSTONE GROUP L P COM UNIT LTD 47,383 -3,393 (6.68) 1,314,000
LAS VEGAS SANDS CORP COM 41,409 -33,928 (45.04) 768,400
MORGAN STANLEY COM NEW 41,347 -8,014 (16.24) 1,176,300
CBS CORP (CLASS B) CL B 40,524 -1,609 (3.82) 725,200
CANADIAN PAC RY LTD COM 37,891 -27,679 (42.21) 215,390
MOHAWK INDS INC COM 36,827 -14,189 (27.81) 220,400
AUTONATION INC COM 34,375 -33,661 (49.48) 578,600