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) 4,141

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

Sector Weighting

Basic Materials 3.54%
Capital Goods 9.22%
Conglomerates 1.15%
Consumer Cyclical 2.52%
Consumer/Non-Cyclical 1.75%
Energy 7.73%
Financial 18.26%
Healthcare 11.2%
Services 19.84%
Technology 22.72%
Transportation 1.32%
Utilities 0%

185 Positions as of 09/30/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
DR REDDYS LABS LTD ADR 2,761 2,761 New 48,450
ICICI BK LTD ADR 135,079 35,182 35.22 2,302,357
MELCO CROWN ENTMT LTD ADR -64,327 Sold Out 0
VALE S A ADR -10,220 Sold Out 0
HDFC BANK LTD ADR REPS 3 SHS 41,102 -20,463 (33.24) 779,620
QIHOO 360 TECHNOLOGY CO LTD ADS -25,839 Sold Out 0
CBRE GROUP INC CL A 29,227 -1,157 (3.81) 887,000
COGNIZANT TECHNOLOGY SOLUTIONS CL A 51,931 -2,984 (5.44) 1,003,300
COMCAST CORP NEW CL A 43,482 21,453 97.38 799,600
CONSTELLATION BRANDS INC CL A 44,985 44,985 New 479,180
ENTRAVISION COMMUNICATIONS CP CL A -1,048 Sold Out 0
FACEBOOK INC CL A 99,782 -3,105 (3.02) 1,355,736
FINISH LINE INC CL A 1,204 -578 (32.45) 43,200
GOOGLE INC CL A 50,720 30 .06 93,276
HFF INC CL A 883 -435 (32.99) 25,800
LAUDER ESTEE COS INC CL A -19,473 Sold Out 0
LITHIA MTRS INC CL A -1,864 Sold Out 0
MOELIS & CO CL A 588 -252 (30) 18,831
STEELCASE INC CL A 981 -484 (33.04) 56,050
MDC PARTNERS INC CL A SUB VTG 908 -801 (46.89) 44,400