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 | ISHARES TR IWF | $15K | 0.00% | 37 | -2,543 | -98.57% | 0.00% | 2025-12-31 | $107 | ~$477 | -13.84% | |
| 2 | ISHARES TR KSA | $24K | 0.00% | 620 | -786 | -55.90% | 0.00% | 2023-03-31 | $40 | ~$39 | +0.34% | |
| 3 | CARLISLE COS INC CSL | $350K | 0.00% | 1,074 | -18 | -1.65% | 0.00% | 2020-03-31 | $334 | ~$265 | +23.04% | |
| 4 | MERCADOLIBRE INC MELI | $437K | 0.00% | 270 | -487,291 | -99.94% | 2.03% | 2013-03-31 | $1,729 | ~$1,313 | +23.36% | |
| 5 | BIOMARIN PHARMACEUTICAL INC BMRN | $1.0M | 0.00% | 18,830 | -46 | -0.24% | 0.00% | 2023-12-31 | $56 | ~$70 | -21.23% | |
| 6 | NATERA INC NTRA | $1.2M | 0.00% | 6,633 | -17 | -0.26% | 0.00% | 2019-12-31 | $200 | ~$67 | +177.44% | |
| 7 | MASCO CORP MAS | $1.3M | 0.00% | 22,348 | -1,883 | -7.77% | 0.00% | 2022-12-31 | $60 | ~$49 | +18.39% | |
| 8 | FTAI AVIATION LTD | $1.6M | 0.00% | 7,097 | -380,549 | -98.17% | 0.16% | 2024-06-30 | $229 | ~$123 | +85.53% | |
| 9 | ROCKET LAB CORP RKLB | $1.8M | 0.00% | 31,498 | -2,176 | -6.46% | 0.00% | 2025-06-30 | $64 | ~$37 | +57.15% | |
| 10 | RUBRIK INC. RBRK | $1.9M | 0.00% | 41,299 | -13,691 | -24.90% | 0.01% | 2025-09-30 | $49 | ~$83 | -45.31% | |
| 11 | TAKE-TWO INTERACTIVE SOFTWAR TTWO | $1.9M | 0.00% | 9,846 | -415 | -4.04% | 0.01% | 2014-09-30 | $198 | ~$92 | +109.38% | |
| 12 | CHURCHILL DOWNS INC CHDN | $2.0M | 0.00% | 23,643 | -130,995 | -84.71% | 0.04% | 2024-09-30 | $90 | ~$125 | -31.55% | |
| 13 | CURTISS WRIGHT CORP CW | $2.1M | 0.00% | 3,277 | -1,101 | -25.15% | 0.01% | 2024-12-31 | $681 | ~$361 | +75.07% | |
| 14 | MKS INC. MKSI | $2.6M | 0.01% | 12,120 | -6,436 | -34.68% | 0.01% | 2022-12-31 | $230 | ~$91 | +132.50% | |
| 15 | JONES LANG LASALLE INC JLL | $2.6M | 0.01% | 8,640 | -231 | -2.60% | 0.01% | 2016-12-31 | $304 | ~$155 | +91.24% | |
| 16 | TELEDYNE TECHNOLOGIES INC TDY | $2.9M | 0.01% | 4,882 | -2 | -0.04% | 0.01% | 2023-12-31 | $605 | ~$447 | +30.72% | |
| 17 | BWX TECHNOLOGIES INC BWXT | $3.4M | 0.01% | 17,515 | -21 | -0.12% | 0.01% | 2019-09-30 | $204 | ~$59 | +224.95% | |
| 18 | TOWER SEMICONDUCTOR LTD | $3.4M | 0.01% | 21,710 | -164,272 | -88.33% | 0.05% | 2025-09-30 | $159 | ~$84 | +87.69% | |
| 19 | VIKING HOLDINGS LTD | $3.7M | 0.01% | 53,363 | -35,164 | -39.72% | 0.01% | 2024-12-31 | $68 | ~$44 | +55.53% | |
| 20 | URANIUM ENERGY CORP UEC | $3.7M | 0.01% | 296,254 | -21,035 | -6.63% | 0.01% | 2025-12-31 | $14 | ~$12 | +6.37% | |
| 21 | AMER SPORTS INC | $4.3M | 0.01% | 137,320 | -58,528 | -29.88% | 0.02% | 2024-06-30 | $31 | ~$20 | +55.82% | |
| 22 | CBIZ INC CBZ | $5.0M | 0.01% | 183,268 | -91,362 | -33.27% | 0.03% | 2024-06-30 | $27 | ~$71 | -61.95% | |
| 23 | CREDO TECHNOLOGY GROUP HOLDI | $5.6M | 0.01% | 63,705 | -3,024 | -4.53% | 0.02% | 2024-12-31 | $88 | ~$69 | +26.48% | |
| 24 | CSW INDUSTRIALS INC CSW | $5.7M | 0.01% | 21,968 | -31,163 | -58.65% | 0.03% | 2022-06-30 | $261 | ~$110 | +136.59% | |
| 25 | IDEAYA BIOSCIENCES INC IDYA | $5.7M | 0.01% | 181,593 | -37,675 | -17.18% | 0.02% | 2024-12-31 | $33 | ~$25 | +26.33% | |
| 26 | INSIGHT ENTERPRISES INC NSIT | $6.1M | 0.01% | 95,071 | -47,817 | -33.46% | 0.02% | 2013-03-31 | $67 | ~$86 | -25.18% | |
| 27 | PTC THERAPEUTICS INC PTCT | $6.2M | 0.01% | 94,687 | -15,580 | -14.13% | 0.02% | 2025-09-30 | $68 | ~$61 | +8.23% | |
| 28 | CADRE HLDGS INC CDRE | $7.0M | 0.02% | 237,158 | -134,361 | -36.17% | 0.03% | 2024-12-31 | $31 | ~$32 | -7.75% | |
| 29 | ICF INTL INC ICFI | $7.3M | 0.02% | 111,415 | -60,557 | -35.21% | 0.03% | 2024-12-31 | $65 | ~$103 | -35.82% | |
| 30 | FIREFLY AEROSPACE INC FLY | $8.0M | 0.02% | 340,730 | -340,611 | -49.99% | 0.03% | 2025-09-30 | $28 | ~$37 | -35.73% |