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) 4,069

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

Sector Weighting

Basic Materials 3.36%
Capital Goods 8.93%
Conglomerates 1.22%
Consumer Cyclical 2.55%
Consumer/Non-Cyclical 1.77%
Energy 7.03%
Financial 18.22%
Healthcare 12.02%
Services 19.68%
Technology 23.16%
Transportation 1.29%
Utilities 0%

185 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BLACKSTONE GROUP L P COM UNIT LTD 45,123 -3,231 (6.68) 1,314,000
MONSANTO CO NEW COM 44,811 3,985 9.76 369,969
WABCO HLDGS INC COM 43,608 8,038 22.60 415,670
LAS VEGAS SANDS CORP COM 43,368 -35,533 (45.04) 768,400
CANADIAN PAC RY LTD COM 41,124 -30,041 (42.21) 215,390
HEWLETT PACKARD CO COM 40,267 40,267 New 1,009,200
CBS CORP (CLASS B) CL B 40,017 -1,589 (3.82) 725,200
HDFC BANK LTD ADR REPS 3 SHS 39,519 -19,675 (33.24) 779,620
UNITED TECHNOLOGIES CORP COM 38,644 3,283 9.28 334,320
EXXON MOBIL CORP COM 36,497 12,261 50.59 389,760
UNITED RENTALS INC COM 35,082 -26,523 (43.05) 346,220
MOHAWK INDS INC COM 34,153 -13,159 (27.81) 220,400
AUTONATION INC COM 33,883 -33,179 (49.48) 578,600
SPLUNK INC COM 33,442 -1,349 (3.88) 542,850
CABOT OIL & GAS CORP COM 32,622 -1,297 (3.82) 1,026,500
CBRE GROUP INC CL A 31,054 -1,229 (3.81) 887,000
COMPANHIA BRASILEIRA DE DISTRB SPN ADR PFD CL A 30,782 3,073 11.09 843,347
JAZZ PHARMACEUTICALS PLC SHS USD 30,750 -41,334 (57.34) 181,920
IAC INTERACTIVECORP COM PAR $.001 30,004 -1,251 (4) 487,950
AMAZON COM INC COM 27,557 -1,068 (3.73) 91,888