Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2013-12-31
$2.77B
Positions
133
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 | TAIWAN SEMICONDUCTOR MFG CO. TSM | $137.1M | 4.94% | 7,859,099 | +2,565,777 | +48.47% | 4.72% | 2013-03-31 | $17 | ~$17 | +0.74% | |
| 2 | ACE LTD | $129.6M | 4.67% | 1,252,209 | +418,671 | +50.23% | 4.08% | 2013-03-31 | $104 | ~$92 | +12.17% | |
| 3 | PERRIGO CO Plc | $121.2M | 4.37% | 741,435 | +741,435 | 2013-12-31 | $163 | ~$163 | +0.00% | |||
| 4 | CANADIAN NATL RAILWAY CO CNI | $116.5M | 4.20% | 2,043,368 | +1,368,422 | +202.75% | 3.60% | 2013-03-31 | $57 | ~$51 | +11.09% | |
| 5 | CANADIAN PACIFIC RAILWAY | $116.4M | 4.20% | 768,987 | +206,567 | +36.73% | 3.66% | 2013-09-30 | $151 | ~$128 | +17.94% | |
| 6 | ASML HOLDING ADR | $103.3M | 3.72% | 1,102,446 | +310,417 | +39.19% | 4.07% | 2013-03-31 | $94 | ~$77 | +21.13% | |
| 7 | COVIDIEN LTD | $99.8M | 3.60% | 1,465,418 | +395,535 | +36.97% | 3.42% | 2013-03-31 | $68 | ~$66 | +3.23% | |
| 8 | CORE LABORATORIES N.V. | $99.3M | 3.58% | 519,817 | +74,770 | +16.80% | 3.96% | 2013-03-31 | $191 | ~$145 | +32.09% | |
| 9 | COCA-COLA ENTERPRISES | $98.7M | 3.56% | 2,236,907 | +607,023 | +37.24% | 3.43% | 2013-03-31 | $44 | ~$38 | +15.10% | |
| 10 | LAZARD LTD-CL A | $93.6M | 3.38% | 2,065,826 | +494,296 | +31.45% | 2.96% | 2013-03-31 | $45 | ~$36 | +27.65% | |
| 11 | SENSATA TECHNOLOGIES HOLDING | $89.5M | 3.23% | 2,309,496 | +764,941 | +49.53% | 3.08% | 2013-06-30 | $39 | ~$36 | +6.91% | |
| 12 | ARM HOLDINGS ADR | $85.3M | 3.07% | 1,557,746 | +562,125 | +56.46% | 2.50% | 2013-03-31 | $55 | ~$46 | +19.98% | |
| 13 | BRF SA - ADR P5Y | $73.0M | 2.63% | 3,499,968 | +945,659 | +37.02% | 3.26% | 2013-03-31 | $21 | ~$22 | -6.09% | |
| 14 | MERCADOLIBRE INC MELI | $57.9M | 2.09% | 537,307 | +176,030 | +48.72% | 2.55% | 2013-03-31 | $108 | ~$109 | -1.25% | |
| 15 | NESTLE SA - SPONS ADR FOR REG NSRGY | $48.8M | 1.76% | 663,744 | +254,510 | +62.19% | 1.50% | 2013-03-31 | $74 | ~$71 | +3.08% | |
| 16 | SGS SA - ADR SGSOY | $48.5M | 1.75% | 2,110,588 | +811,773 | +62.50% | 1.61% | 2013-03-31 | $23 | ~$24 | -3.37% | |
| 17 | TENCENT HOLDINGS LTD-UNS ADR TCEHY | $48.3M | 1.74% | 749,196 | +209,258 | +38.76% | 1.49% | 2013-03-31 | $64 | ~$41 | +57.48% | |
| 18 | INDITEX-UNSPON ADR IDEXY | $42.4M | 1.53% | 1,283,373 | +571,658 | +80.32% | 1.16% | 2013-03-31 | $33 | ~$29 | +13.06% | |
| 19 | NOVOZYMES A/S - ADR NVZMY | $42.2M | 1.52% | 998,560 | +395,915 | +65.70% | 1.22% | 2013-03-31 | $42 | ~$36 | +16.01% | |
| 20 | NOVO-NORDISK A/S-SPONS ADR NVO | $41.5M | 1.50% | 1,123,103 | +818,261 | +268.42% | 2.69% | 2013-03-31 | $37 | ~$119 | -68.84% | |
| 21 | SVENSKA CELLULOSA AB-SP ADR | $40.3M | 1.45% | 1,306,094 | +580,702 | +80.05% | 0.98% | 2013-03-31 | $31 | ~$27 | +14.59% | |
| 22 | FANUC CORPORATION FANUY | $40.2M | 1.45% | 1,310,655 | +519,139 | +65.59% | 1.13% | 2013-03-31 | $31 | ~$27 | +14.39% | |
| 23 | ASOS PLC - UNSPONSORED ADR ASOMY | $37.1M | 1.34% | 353,808 | +149,536 | +73.20% | 0.92% | 2013-06-30 | $105 | ~$77 | +37.15% | |
| 24 | SUN ART RETAIL GROUP-UNS ADR SURRY | $34.3M | 1.24% | 2,400,270 | +2,384,007 | +14659.09% | 0.01% | 2013-09-30 | $14 | ~$14 | -0.56% | |
| 25 | AMAZON.COM INC AMZN | $27.1M | 0.98% | 68,039 | +55,968 | +463.66% | 0.20% | 2013-03-31 | $399 | ~$340 | +17.31% | |
| 26 | COGNEX CORP CGNX | $26.8M | 0.96% | 701,048 | -68,906 | -8.95% | 1.26% | 2013-03-31 | $38 | ~$21 | +78.92% | |
| 27 | WESTERN REFINING | $26.1M | 0.94% | 615,758 | -63,641 | -9.37% | 1.07% | 2013-03-31 | $42 | ~$35 | +20.54% | |
| 28 | WALMART DE MEXICO-SPON ADR V WMMVY | $26.1M | 0.94% | 997,813 | +372,428 | +59.55% | 0.85% | 2013-03-31 | $26 | ~$30 | -11.96% | |
| 29 | LVMH MOET HENNESSY-UNSP ADR LVMUY | $25.3M | 0.91% | 690,197 | +276,847 | +66.98% | 0.85% | 2013-03-31 | $37 | ~$36 | +2.92% | |
| 30 | BLUCORA INC BCOREUR | $23.2M | 0.84% | 795,499 | -78,120 | -8.94% | 1.05% | 2013-03-31 | $29 | ~$16 | +86.09% |