Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2023-03-31
$31.29B
Positions
213
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 | AMERICAN TOWER CORP NEW | $0 | 0 | -4,640 | -100.00% | 0.00% | ||||||
| 2 | AXON ENTERPRISE INC | $0 | 0 | -80,677 | -100.00% | 0.04% | ||||||
| 3 | CIAN PLC | $0 | 0 | -1,898,407 | -100.00% | 0.00% | ||||||
| 4 | CRANE HLDGS CO | $0 | 0 | -93,642 | -100.00% | 0.03% | ||||||
| 5 | FATE THERAPEUTICS INC | $0 | 0 | -185,273 | -100.00% | 0.01% | ||||||
| 6 | FRESHWORKS INC | $0 | 0 | -750,751 | -100.00% | 0.04% | ||||||
| 7 | HEADHUNTER GROUP PLC HHR1USD | $0 | 0.00% | 339,894 | +0 | +0.00% | 0.00% | 2019-06-30 | ~$27 | -100.00% | ||
| 8 | ISHARES TR | $0 | 0 | -61,049 | -100.00% | 0.02% | ||||||
| 9 | LINDE PLC | $0 | 0 | -378,417 | -100.00% | 0.41% | ||||||
| 10 | NUVASIVE INC | $0 | 0 | -250,322 | -100.00% | 0.03% | ||||||
| 11 | PENUMBRA INC | $0 | 0 | -65,788 | -100.00% | 0.05% | ||||||
| 12 | PINNACLE FINL PARTNERS INC | $0 | 0 | -170,666 | -100.00% | 0.04% | ||||||
| 13 | SPROUT SOCIAL INC | $0 | 0 | -180,791 | -100.00% | 0.03% | ||||||
| 14 | TE CONNECTIVITY LTD | $0 | 0 | -8,716 | -100.00% | 0.00% | ||||||
| 15 | UNION PAC CORP | $0 | 0 | -1,257,201 | -100.00% | 0.87% | ||||||
| 16 | YANDEX N V | $0 | 0.00% | 1,359,718 | -1,084 | -0.08% | 0.00% | 2013-06-30 | ~$50 | -100.00% | ||
| 17 | CANADIAN NATL RY CO CNI | $18K | 0.00% | 156 | +156 | 2013-03-31 | $118 | ~$83 | +42.59% | |||
| 18 | ISHARES TR KSA | $72K | 0.00% | 1,852 | +1,852 | 2023-03-31 | $39 | ~$39 | +0.00% | |||
| 19 | HEICO CORP NEW HEI | $126K | 0.00% | 736 | +12 | +1.66% | 0.00% | 2020-12-31 | $171 | ~$138 | +24.11% | |
| 20 | DESCARTES SYS GROUP INC DSGX | $221K | 0.00% | 2,746 | -208 | -7.04% | 0.00% | 2021-06-30 | $81 | ~$73 | +11.09% | |
| 21 | CDW CORP CDW | $243K | 0.00% | 1,245 | +57 | +4.80% | 0.00% | 2021-09-30 | $195 | ~$183 | +6.27% | |
| 22 | ISHARES TR ACWI | $263K | 0.00% | 2,885 | -270,256 | -98.94% | 0.08% | 2022-12-31 | $91 | ~$85 | +7.40% | |
| 23 | LULULEMON ATHLETICA INC LULU | $290K | 0.00% | 795 | -2,541,416 | -99.97% | 2.72% | 2019-12-31 | $364 | ~$236 | +54.54% | |
| 24 | UNILEVER PLC | $481K | 0.00% | 9,258 | +115 | +1.26% | 0.00% | 2013-09-30 | $52 | ~$43 | +19.86% | |
| 25 | WORKDAY INC WDAY | $723K | 0.00% | 3,500 | +0 | +0.00% | 0.00% | 2015-06-30 | $207 | ~$77 | +168.78% | |
| 26 | ILLUMINA INC ILMN | $767K | 0.00% | 3,300 | +0 | +0.00% | 0.00% | 2018-09-30 | $233 | ~$346 | -32.82% | |
| 27 | RYANAIR HOLDINGS PLC RYAAY | $837K | 0.00% | 8,874 | +2,552 | +40.37% | 0.00% | 2017-12-31 | $94 | ~$90 | +5.00% | |
| 28 | BROOKFIELD CORP BN | $867K | 0.00% | 26,611 | -6,975 | -20.77% | 0.00% | 2022-12-31 | $33 | ~$31 | +3.59% | |
| 29 | BROOKFIELD ASSET MANAGMT LTD BAM | $937K | 0.00% | 28,649 | +1,624 | +6.01% | 0.00% | 2022-12-31 | $33 | ~$29 | +13.67% | |
| 30 | NICE LTD NICE | $1.0M | 0.00% | 4,521 | -438 | -8.83% | 0.00% | 2019-03-31 | $229 | ~$217 | +5.52% |