AXIOM INTERNATIONAL INVESTORS LLC /DE Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 188
New Positions 33
Increased Positions 71
Decreased Positions 116
Positions with Activity 187
Sold Out Positions 52
Total Mkt Value (in $ millions) 3,712

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

Sector Weighting

Basic Materials 2.37%
Capital Goods 3.87%
Conglomerates 0.78%
Consumer Cyclical 6.43%
Consumer/Non-Cyclical 5.15%
Energy 2.47%
Financial 13.67%
Healthcare 17.89%
Services 16.96%
Technology 26.1%
Transportation 1.25%
Utilities

71 INCREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 236,363 31,930 15.62 10,690,329
WHIRLPOOL CORP COM 117,838 36,884 45.56 663,019
COGNIZANT TECHNOLOGY SOLUTIONS CL A 117,697 18,674 18.86 1,865,249
HCA HOLDINGS INC COM 108,611 878 .82 1,167,737
TEVA PHARMACEUTICAL INDS LTD ADR 106,770 60,890 132.72 1,546,938
CARNIVAL CORP PAIRED CTF 81,796 39,735 94.47 1,534,930
INTERNATIONAL FLAVORS&FRAGRANC COM 75,090 7,750 11.51 649,624
MCDONALDS CORP COM 72,231 72,231 New 723,318
LIBERTY GLOBAL INC COM SER C 68,931 68,931 New 1,015,332
DOLLAR TREE INC COM 68,705 68,705 New 880,498
MYLAN N V SHS EURO 64,016 3,776 6.27 1,143,349
GOOGLE INC CL A 61,457 14,326 30.40 93,470
VALEANT PHARMACEUTICALS INTL I COM 59,191 59,191 New 229,840
BIOGEN INC COM 58,657 22,252 61.12 184,004
ROYAL CARIBBEAN CRUISES LTD COM 57,564 30,810 115.16 640,664
APPLIED MATLS INC COM 56,582 9,676 20.63 3,259,345
NXP SEMICONDUCTORS N V COM 55,358 1,620 3.01 570,764
MOHAWK INDS INC COM 52,802 489 .94 261,928
RESTAURANT BRANDS INTL INC COM 47,608 18,738 64.91 1,101,020
EOG RES INC COM 41,213 331 .81 533,910


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