Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2019-03-31
$14.37B
Positions
142
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 | CHUBB LIMITED | $1.97B | 13.68% | 14,039,350 | +7,040,520 | +100.60% | 8.08% | 2016-03-31 | $140 | ~$136 | +3.24% | |
| 2 | SHOPIFY INC SHOP | $1.36B | 9.49% | 6,601,116 | +1,926 | +0.03% | 8.17% | 2018-03-31 | $207 | ~$137 | +50.35% | |
| 3 | HDFC BANK LTD HDB | $1.13B | 7.83% | 9,714,037 | -25,210 | -0.26% | 9.02% | 2015-09-30 | $116 | ~$73 | +59.71% | |
| 4 | ACCENTURE PLC IRELAND | $1.09B | 7.56% | 6,174,238 | -49,633 | -0.80% | 7.85% | 2016-06-30 | $176 | ~$124 | +41.40% | |
| 5 | METTLER TOLEDO INTERNATIONAL MTD | $1.08B | 7.52% | 1,495,825 | -1,598 | -0.11% | 7.57% | 2018-06-30 | $723 | ~$584 | +23.75% | |
| 6 | CANADIAN PAC RY LTD | $1.02B | 7.10% | 4,955,565 | +6,194 | +0.13% | 7.86% | 2013-09-30 | $206 | ~$156 | +31.81% | |
| 7 | TAIWAN SEMICONDUCTOR MFG LTD TSM | $1.02B | 7.07% | 24,811,806 | +171,725 | +0.70% | 8.13% | 2013-03-31 | $41 | ~$26 | +55.52% | |
| 8 | RESMED INC RMD | $734.0M | 5.11% | 7,059,797 | +2,735,434 | +63.26% | 4.40% | 2018-12-31 | $104 | ~$112 | -7.13% | |
| 9 | ASML HOLDING N V | $586.2M | 4.08% | 3,117,183 | +370,629 | +13.49% | 3.82% | 2013-03-31 | $188 | ~$102 | +84.64% | |
| 10 | ICON PLC | $453.2M | 3.15% | 3,318,129 | -1,953,957 | -37.06% | 6.09% | 2015-06-30 | $137 | ~$85 | +60.96% | |
| 11 | RYANAIR HLDGS PLC RYAAY | $325.2M | 2.26% | 4,339,799 | +62,671 | +1.47% | 2.73% | 2017-12-31 | $75 | ~$104 | -28.04% | |
| 12 | STERIS PLC | $302.7M | 2.11% | 2,382,799 | +2,382,799 | 2019-03-31 | $127 | ~$127 | +0.00% | |||
| 13 | CORE LABORATORIES N V | $214.6M | 1.49% | 3,113,493 | -1,798,736 | -36.62% | 2.62% | 2013-03-31 | $69 | ~$119 | -42.20% | |
| 14 | MERCADOLIBRE INC MELI | $177.8M | 1.24% | 350,156 | +2,642 | +0.76% | 0.91% | 2013-03-31 | $508 | ~$187 | +171.15% | |
| 15 | VISA INC V | $170.4M | 1.19% | 1,090,798 | +6,798 | +0.63% | 1.28% | 2016-03-31 | $156 | ~$98 | +59.30% | |
| 16 | COSTCO WHSL CORP NEW COST | $168.8M | 1.17% | 696,971 | +4,541 | +0.66% | 1.26% | 2013-03-31 | $242 | ~$166 | +46.22% | |
| 17 | COOPER COS INC | $158.5M | 1.10% | 535,205 | +3,352 | +0.63% | 1.21% | 2014-03-31 | $296 | ~$195 | +51.60% | |
| 18 | BOSTON SCIENTIFIC CORP BSX | $146.7M | 1.02% | 3,823,315 | +26,443 | +0.70% | 1.20% | 2016-09-30 | $38 | ~$27 | +42.63% | |
| 19 | FIRST REP BK SAN FRANCISCO C FRCB | $140.0M | 0.97% | 1,393,706 | +10,777 | +0.78% | 1.07% | 2017-03-31 | $100 | ~$95 | +5.56% | |
| 20 | VERISK ANALYTICS INC VRSK | $136.9M | 0.95% | 1,029,676 | +6,977 | +0.68% | 1.00% | 2015-09-30 | $133 | ~$88 | +50.97% | |
| 21 | ECOLAB INC ECL | $134.2M | 0.93% | 760,046 | +5,087 | +0.67% | 0.99% | 2016-06-30 | $177 | ~$129 | +36.99% | |
| 22 | AMPHENOL CORP NEW APH | $133.2M | 0.93% | 1,409,913 | +8,096 | +0.58% | 1.02% | 2014-12-31 | $94 | ~$70 | +33.96% | |
| 23 | THE CHARLES SCHWAB CORPORATI SCHW | $131.6M | 0.92% | 3,077,744 | +1,553,184 | +101.88% | 0.57% | 2013-03-31 | $43 | ~$43 | -0.33% | |
| 24 | WEST PHARMACEUTICAL SVSC INC WST | $123.7M | 0.86% | 1,122,116 | +13,448 | +1.21% | 0.97% | 2018-03-31 | $110 | ~$98 | +12.77% | |
| 25 | CROWN CASTLE INTL CORP NEW CCI | $121.9M | 0.85% | 952,155 | +7,077 | +0.75% | 0.92% | 2015-12-31 | $128 | ~$99 | +29.83% | |
| 26 | STRYKER CORP SYK | $118.2M | 0.82% | 598,221 | +4,678 | +0.79% | 0.83% | 2018-03-31 | $198 | ~$163 | +21.47% | |
| 27 | CANADIAN NATL RY CO CNI | $116.3M | 0.81% | 1,299,957 | +5,248 | +0.41% | 0.86% | 2013-03-31 | $89 | ~$70 | +28.28% | |
| 28 | NETFLIX INC NFLX | $110.9M | 0.77% | 311,145 | +311,145 | 2019-03-31 | $357 | ~$357 | +0.00% | |||
| 29 | ANSYS INC AKX | $90.2M | 0.63% | 493,902 | +493,902 | 2019-03-31 | $183 | ~$183 | +0.00% | |||
| 30 | AGILENT TECHNOLOGIES INC A | $89.5M | 0.62% | 1,113,823 | +9,678 | +0.88% | 0.67% | 2017-06-30 | $80 | ~$62 | +30.03% |