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) 4,180

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

Sector Weighting

Basic Materials 3.27%
Capital Goods 8.03%
Conglomerates 0.03%
Consumer Cyclical 5.22%
Consumer/Non-Cyclical 3.59%
Energy 2.89%
Financial 17.19%
Healthcare 12.11%
Services 15.26%
Technology 28.16%
Transportation 2.07%
Utilities

105 INCREASED 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 224,960 77,038 52.08 9,246,200
ICICI BK LTD ADR 167,777 34,816 26.19 14,526,150
SENSATA TECHNOLOGIES HLDG NV SHS 135,918 28,229 26.21 2,425,812
FACEBOOK INC CL A 129,218 19,545 17.82 1,597,351
BAIDU INC SPON ADR REP A 116,452 39,027 50.41 560,700
APPLE INC COM 115,115 14,191 14.06 895,556
BRISTOL MYERS SQUIBB CO COM 97,559 8,215 9.20 1,485,600
COGNIZANT TECHNOLOGY SOLUTIONS CL A 97,391 35,126 56.41 1,569,300
WHIRLPOOL CORP COM 96,332 96,332 New 455,492
VISA INC COM CL A 89,860 35,080 64.04 328,255
HCA HOLDINGS INC COM 86,791 3,229 3.87 1,158,300
CONSTELLATION BRANDS INC CL A 81,189 26,357 48.07 709,510
EMBRAER S A SP ADR REP 4 COM 79,118 3,575 4.73 2,266,980
DELTA AIR LINES INC DEL COM NEW 74,502 74,502 New 1,650,100
XEROX CORP COM 73,826 9,280 14.38 5,521,800
INTERNATIONAL FLAVORS&FRAGRANC COM 70,620 70,620 New 582,574
APPLIED MATLS INC COM 65,578 65,578 New 2,702,000
WABCO HLDGS INC COM 65,046 16,550 34.13 557,520
MYLAN N V SHS EURO 59,825 5,744 10.62 1,075,900
BLACKSTONE GROUP L P COM UNIT LTD 58,927 8,193 16.15 1,526,200