Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2026-03-31
$43.81B
Positions
263
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 | ASSURANT INC AIZ | $247K | 0.00% | 1,142 | +206 | +22.01% | 0.00% | 2025-12-31 | $218 | ~$239 | -9.72% | |
| 2 | HUYA INC HUYA | $249K | 0.00% | 82,504 | +7,979 | +10.71% | 0.00% | 2018-06-30 | $3 | ~$4 | -32.60% | |
| 3 | FUTU HLDGS LTD FUTU | $370K | 0.00% | 2,816 | +1,512 | +115.95% | 0.00% | 2025-09-30 | $137 | ~$164 | -19.73% | |
| 4 | CBRE GROUP INC CBRE | $376K | 0.00% | 2,821 | +503 | +21.70% | 0.00% | 2024-09-30 | $135 | ~$131 | +1.49% | |
| 5 | CDW CORP CDW | $410K | 0.00% | 3,460 | +561 | +19.35% | 0.00% | 2021-09-30 | $121 | ~$171 | -30.83% | |
| 6 | IDEX CORP IEX | $512K | 0.00% | 2,789 | +502 | +21.95% | 0.00% | 2020-03-31 | $190 | ~$173 | +6.23% | |
| 7 | INTERACTIVE BROKERS GROUP IN IBKR | $571K | 0.00% | 8,958 | +5,022 | +127.59% | 0.00% | 2025-09-30 | $67 | ~$70 | -9.26% | |
| 8 | MARKEL GROUP INC MKL | $607K | 0.00% | 322 | +58 | +21.97% | 0.00% | 2020-03-31 | $1,914 | ~$1,490 | +26.64% | |
| 9 | MOLINA HEALTHCARE INC MOH | $900K | 0.00% | 6,847 | +333 | +5.11% | 0.00% | 2023-09-30 | $133 | ~$254 | -48.20% | |
| 10 | ALPHABET INC GOOGL | $1.1M | 0.00% | 3,886 | +2,883 | +287.44% | 0.00% | 2015-12-31 | $288 | ~$248 | +10.20% | |
| 11 | HUBSPOT INC HUBS | $1.1M | 0.00% | 4,475 | +2 | +0.04% | 0.00% | 2023-12-31 | $244 | ~$567 | -58.03% | |
| 12 | ZEBRA TECHNOLOGIES CORPORATI ZBRA | $1.1M | 0.00% | 5,602 | +158 | +2.90% | 0.00% | 2020-03-31 | $209 | ~$342 | -41.64% | |
| 13 | PTC INC PTC | $1.1M | 0.00% | 8,210 | +333 | +4.23% | 0.00% | 2020-03-31 | $142 | ~$117 | +18.92% | |
| 14 | BROWN & BROWN INC BRO | $1.4M | 0.00% | 21,561 | +2,496 | +13.09% | 0.00% | 2016-09-30 | $65 | ~$57 | +14.17% | |
| 15 | TOAST INC TOST | $1.4M | 0.00% | 55,059 | +692 | +1.27% | 0.00% | 2021-09-30 | $27 | ~$44 | -41.40% | |
| 16 | TETRA TECH INC NEW TTEK | $1.4M | 0.00% | 48,665 | +1,399 | +2.96% | 0.00% | 2019-03-31 | $30 | ~$30 | -1.79% | |
| 17 | EVOTEC AG EVO | $1.5M | 0.00% | 627,260 | +67,917 | +12.14% | 0.00% | 2025-06-30 | $2 | ~$4 | -36.48% | |
| 18 | WATSCO INC WSO | $1.5M | 0.00% | 4,350 | +100 | +2.35% | 0.00% | 2020-03-31 | $364 | ~$290 | +20.27% | |
| 19 | GRACO INC GGG | $1.6M | 0.00% | 19,798 | +617 | +3.22% | 0.00% | 2016-12-31 | $85 | ~$60 | +38.08% | |
| 20 | RLI CORP RLI | $1.7M | 0.00% | 29,262 | +655 | +2.29% | 0.00% | 2024-12-31 | $57 | ~$80 | -28.15% | |
| 21 | AVERY DENNISON CORP AVY | $1.7M | 0.00% | 9,999 | +235 | +2.41% | 0.00% | 2025-09-30 | $173 | ~$161 | +4.47% | |
| 22 | ENTEGRIS INC ENTG | $2.1M | 0.00% | 19,660 | +615 | +3.23% | 0.00% | 2021-06-30 | $117 | ~$110 | -1.24% | |
| 23 | INSMED INC INSM | $2.4M | 0.01% | 15,707 | +5,339 | +51.49% | 0.00% | 2020-03-31 | $164 | ~$81 | +89.31% | |
| 24 | API GROUP CORP APG | $2.8M | 0.01% | 71,594 | +1,471 | +2.10% | 0.01% | 2021-06-30 | $41 | ~$16 | +146.11% | |
| 25 | EMBRAER S.A. EMBJ | $2.9M | 0.01% | 52,337 | +10,276 | +24.43% | 0.01% | 2013-06-30 | $59 | ~$34 | +65.91% | |
| 26 | GRAB HOLDINGS LIMITED | $3.6M | 0.01% | 1,022,246 | +55,121 | +5.70% | 0.01% | 2024-03-31 | $4 | ~$3 | +2.41% | |
| 27 | QCR HLDGS INC QCRH | $6.0M | 0.01% | 71,300 | +10,314 | +16.91% | 0.01% | 2025-12-31 | $85 | ~$83 | +1.31% | |
| 28 | STEWART INFORMATION SVCS COR STC | $6.2M | 0.01% | 101,466 | +176 | +0.17% | 0.01% | 2025-12-31 | $62 | ~$70 | -13.04% | |
| 29 | RHYTHM PHARMACEUTICALS INC RYTM | $6.2M | 0.01% | 80,620 | +35,815 | +79.94% | 0.01% | 2025-09-30 | $87 | ~$98 | -21.25% | |
| 30 | TRIUMPH FINANCIAL INC TFIN | $6.6M | 0.02% | 117,512 | +27,852 | +31.06% | 0.01% | 2025-12-31 | $60 | ~$63 | -9.94% |