AXIOM INTERNATIONAL INVESTORS LLC /DE Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 181
New Positions 32
Increased Positions 74
Decreased Positions 102
Positions with Activity 176
Sold Out Positions 33
Total Mkt Value (in $ millions) 4,311

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

Sector Weighting

Basic Materials 2.79%
Capital Goods 7.05%
Conglomerates 1.13%
Consumer Cyclical 4.25%
Consumer/Non-Cyclical 1.15%
Energy 8.72%
Financial 17.44%
Healthcare 8.19%
Services 24.17%
Technology 22.24%
Transportation 1.85%
Utilities

181 Positions as of 06/30/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
DR REDDYS LABS LTD ADR -2,911 Sold Out 0
ICICI BK LTD ADR 90,788 12,733 16.31 1,702,702
MELCO CROWN ENTMT LTD ADR 73,462 16,370 28.67 2,558,762
VALE S A ADR 16,089 -8,805 (35.37) 1,176,065
HDFC BANK LTD ADR REPS 3 SHS 57,770 8,794 17.96 1,167,770
QIHOO 360 TECHNOLOGY CO LTD ADS 33,825 -66,657 (66.34) 382,510
BELMOND LTD CL A -867 Sold Out 0
CBRE GROUP INC CL A 29,212 -5,050 (14.74) 922,100
COGNIZANT TECHNOLOGY SOLUTIONS CL A 48,942 7,420 17.87 1,060,960
COMCAST CORP NEW CL A 22,102 22,102 New 405,100
ENTRAVISION COMMUNICATIONS CP CL A 884 -511 (36.62) 188,500
FACEBOOK INC CL A 104,327 -12,644 (10.81) 1,397,928
FINISH LINE INC CL A 1,909 1,909 New 63,950
GOOGLE INC CL A 54,347 -156 (0.29) 93,220
HFF INC CL A 1,214 1,214 New 38,500
LAUDER ESTEE COS INC CL A 20,585 -32,182 (60.99) 267,300
LITHIA MTRS INC CL A 2,221 2,221 New 25,450
MADISON SQUARE GARDEN CO CL A -24,771 Sold Out 0
MOELIS & CO CL A 943 943 New 26,900
STEELCASE INC CL A 1,318 1,318 New 83,700