Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2021-09-30
$43.27B
Positions
204
2026-03-31
2025-12-31
2025-09-30
2025-06-30
2025-03-31
2024-12-31
2024-09-30
2024-06-30
2024-03-31
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
2019-09-30
2019-06-30
2019-03-31
2018-12-31
2018-09-30
2018-06-30
2018-03-31
2017-12-31
2017-09-30
2017-06-30
2017-03-31
2016-12-31
2016-09-30
2016-06-30
2016-03-31
2015-12-31
2015-09-30
2015-06-30
2015-03-31
2014-12-31
2014-09-30
2014-06-30
2014-03-31
2013-12-31
2013-09-30
2013-06-30
2013-03-31
Price is the latest implied close from the selected quarter's 13F (value ÷ shares). Est. Cost is a running average that assumes each quarter's trades cleared near the midpoint of consecutive 13F closes (or yfinance VWAP when available). Most accurate for slow accumulators, least accurate for activists who build positions in a few days.
| # | Issuer | Value ↑ | Weight | Shares | Share Δ | Share Δ % | Prev Weight | First Held | Price | Est. Cost | Unrealized % | Status |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CAESARS ENTERTAINMENT INC NE | $0 | 0 | -72,462 | -100.00% | 0.02% | ||||||
| 2 | GLAUKOS CORP | $0 | 0 | -121,564 | -100.00% | 0.03% | ||||||
| 3 | GLOBAL E ONLINE LTD | $0 | 0 | -402,158 | -100.00% | 0.06% | ||||||
| 4 | MANHATTAN ASSOCIATES INC | $0 | 0 | -181,992 | -100.00% | 0.07% | ||||||
| 5 | MEDALLIA INC | $0 | 0 | -409,696 | -100.00% | 0.04% | ||||||
| 6 | SMITH & NEPHEW PLC | $0 | 0 | -22,566 | -100.00% | 0.00% | ||||||
| 7 | SMITH A O CORP | $0 | 0 | -11,732 | -100.00% | 0.00% | ||||||
| 8 | SYNOPSYS INC | $0 | 0 | -1,065,191 | -100.00% | 0.75% | ||||||
| 9 | WOODWARD INC | $0 | 0 | -118,328 | -100.00% | 0.04% | ||||||
| 10 | ZEBRA TECHNOLOGIES CORPORATI | $0 | 0 | -1,498 | -100.00% | 0.00% | ||||||
| 11 | CDW CORP CDW | $225K | 0.00% | 1,236 | +1,236 | 2021-09-30 | $182 | ~$182 | +0.00% | |||
| 12 | AMERICAN TOWER CORP NEW AMT | $234K | 0.00% | 882 | -100 | -10.18% | 0.00% | 2013-03-31 | $265 | ~$76 | +247.57% | |
| 13 | ASTRAZENECA PLC AZNN | $270K | 0.00% | 4,493 | +84 | +1.91% | 0.00% | 2021-06-30 | $60 | ~$60 | +0.36% | |
| 14 | MASTERCARD INCORPORATED MA | $270K | 0.00% | 777 | +777 | 2021-09-30 | $347 | ~$347 | +0.00% | |||
| 15 | FMC CORP FMC | $365K | 0.00% | 3,987 | +26 | +0.66% | 0.00% | 2020-03-31 | $92 | ~$86 | +6.76% | |
| 16 | KANZHUN LIMITED BZ | $369K | 0.00% | 10,263 | +10,263 | 2021-09-30 | $36 | ~$36 | +0.00% | |||
| 17 | DESCARTES SYS GROUP INC DSGX | $377K | 0.00% | 4,636 | +1,614 | +53.41% | 0.00% | 2021-06-30 | $81 | ~$71 | +14.09% | |
| 18 | IDEX CORP IEX | $417K | 0.00% | 2,014 | +15 | +0.75% | 0.00% | 2020-03-31 | $207 | ~$147 | +40.48% | |
| 19 | MARKEL CORP MKL | $520K | 0.00% | 435 | +4 | +0.93% | 0.00% | 2020-03-31 | $1,195 | ~$966 | +23.78% | |
| 20 | GRUPO AEROPORTUARIO DEL CENT OMAB | $561K | 0.00% | 11,968 | +360 | +3.10% | 0.00% | 2021-03-31 | $47 | ~$51 | -7.62% | |
| 21 | PTC INC PTC | $574K | 0.00% | 4,793 | +32 | +0.67% | 0.00% | 2020-03-31 | $120 | ~$70 | +71.06% | |
| 22 | KONINKLIJKE PHILIPS N V PHG | $698K | 0.00% | 15,705 | +386 | +2.52% | 0.00% | 2020-12-31 | $44 | ~$54 | -18.17% | |
| 23 | TE CONNECTIVITY LTD | $709K | 0.00% | 5,165 | +190 | +3.82% | 0.00% | 2021-03-31 | $137 | ~$130 | +5.43% | |
| 24 | GODADDY INC GDDY | $719K | 0.00% | 10,317 | +105 | +1.03% | 0.00% | 2020-03-31 | $70 | ~$65 | +7.86% | |
| 25 | OPEN TEXT CORP OTEX | $721K | 0.00% | 14,785 | +560 | +3.94% | 0.00% | 2021-03-31 | $49 | ~$48 | +0.99% | |
| 26 | WATSCO INC WSO | $736K | 0.00% | 2,780 | +20 | +0.72% | 0.00% | 2020-03-31 | $265 | ~$170 | +55.70% | |
| 27 | LINCOLN ELEC HLDGS INC LECO | $748K | 0.00% | 5,806 | +49 | +0.85% | 0.00% | 2020-03-31 | $129 | ~$77 | +67.14% | |
| 28 | CGI INC GIB | $840K | 0.00% | 9,911 | +300 | +3.12% | 0.00% | 2019-06-30 | $85 | ~$82 | +3.50% | |
| 29 | NICE LTD NICE | $847K | 0.00% | 2,983 | -51 | -1.68% | 0.00% | 2019-03-31 | $284 | ~$205 | +38.80% | |
| 30 | BOOZ ALLEN HAMILTON HLDG COR BAH | $858K | 0.00% | 10,818 | +756 | +7.51% | 0.00% | 2021-03-31 | $79 | ~$82 | -2.80% |