Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2014-03-31
$2.79B
Positions
138
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 | $166.6M | 5.96% | 8,319,959 | +460,860 | +5.86% | 4.94% | 2013-03-31 | $20 | ~$17 | +15.12% | |
| 2 | NOVO-NORDISK A/S-SPONS ADR NVO | $140.1M | 5.02% | 3,069,758 | +1,946,655 | +173.33% | 1.50% | 2013-03-31 | $46 | ~$24 | +92.47% | |
| 3 | ACE LTD | $129.0M | 4.62% | 1,302,343 | +50,134 | +4.00% | 4.67% | 2013-03-31 | $99 | ~$93 | +6.92% | |
| 4 | PERRIGO CO Plc | $119.8M | 4.29% | 774,895 | +33,460 | +4.51% | 4.37% | 2013-12-31 | $155 | ~$163 | -5.27% | |
| 5 | CANADIAN PACIFIC RAILWAY | $116.9M | 4.18% | 776,932 | +7,945 | +1.03% | 4.20% | 2013-09-30 | $150 | ~$129 | +17.04% | |
| 6 | CANADIAN NATL RAILWAY CO CNI | $115.5M | 4.13% | 2,053,660 | +10,292 | +0.50% | 4.20% | 2013-03-31 | $56 | ~$51 | +9.47% | |
| 7 | COVIDIEN LTD | $113.2M | 4.05% | 1,537,152 | +71,734 | +4.90% | 3.60% | 2013-03-31 | $74 | ~$66 | +11.27% | |
| 8 | COCA-COLA ENTERPRISES | $109.9M | 3.93% | 2,300,431 | +63,524 | +2.84% | 3.56% | 2013-03-31 | $48 | ~$39 | +23.89% | |
| 9 | CORE LABORATORIES N.V. | $106.4M | 3.81% | 536,161 | +16,344 | +3.14% | 3.58% | 2013-03-31 | $198 | ~$146 | +35.84% | |
| 10 | ASML HOLDING ADR | $103.7M | 3.71% | 1,111,008 | +8,562 | +0.78% | 3.72% | 2013-03-31 | $93 | ~$77 | +20.49% | |
| 11 | SENSATA TECHNOLOGIES HOLDING | $102.6M | 3.67% | 2,407,244 | +97,748 | +4.23% | 3.23% | 2013-06-30 | $43 | ~$36 | +17.00% | |
| 12 | AMAZON.COM INC AMZN | $23.0M | 0.82% | 68,447 | +408 | +0.60% | 0.98% | 2013-03-31 | $336 | ~$340 | -1.10% | |
| 13 | SYSMEX CORP UNSPON ADR SSMXY | $21.9M | 0.78% | 955,331 | +195,709 | +25.76% | 0.81% | 2013-03-31 | $23 | ~$30 | -23.54% | |
| 14 | SHOPRITE HOLDINGS (SPONSORED ADR SRGHY | $20.7M | 0.74% | 1,363,229 | +5,191 | +0.38% | 0.77% | 2013-12-31 | $15 | ~$16 | -3.68% | |
| 15 | GOOGLE INC | $16.2M | 0.58% | 14,577 | +101 | +0.70% | 0.58% | 2013-06-30 | $1,114 | ~$984 | +13.28% | |
| 16 | TD AMERITRADE HOLDINGS AMT | $14.5M | 0.52% | 426,459 | +6,474 | +1.54% | 0.46% | 2013-03-31 | $34 | ~$28 | +23.02% | |
| 17 | THE ANDERSONS INC ANDE | $14.4M | 0.52% | 243,928 | +75,495 | +44.82% | 0.36% | 2013-03-31 | $59 | ~$36 | +64.96% | |
| 18 | NIKE INC B NKE | $13.6M | 0.49% | 183,801 | +1,359 | +0.74% | 0.52% | 2013-03-31 | $74 | ~$74 | +0.21% | |
| 19 | CUBIC CORP CUBUSD | $13.1M | 0.47% | 256,150 | +113,098 | +79.06% | 0.27% | 2013-03-31 | $51 | ~$47 | +8.84% | |
| 20 | EBAY INC EBAY | $12.1M | 0.43% | 219,868 | +1,684 | +0.77% | 0.43% | 2013-03-31 | $55 | ~$55 | +0.19% | |
| 21 | MONSANTO CO | $11.9M | 0.43% | 104,877 | +809 | +0.78% | 0.44% | 2013-03-31 | $114 | ~$110 | +3.74% | |
| 22 | NEWPORT CORP | $11.8M | 0.42% | 569,180 | +294,556 | +107.26% | 0.18% | 2013-03-31 | $21 | ~$18 | +14.15% | |
| 23 | BROOKS AUTOMATION AZTA | $11.7M | 0.42% | 1,069,810 | +573,969 | +115.76% | 0.19% | 2013-03-31 | $11 | ~$10 | +4.59% | |
| 24 | YUM! BRANDS INC YUM | $11.7M | 0.42% | 154,742 | +28,688 | +22.76% | 0.34% | 2013-03-31 | $75 | ~$74 | +2.44% | |
| 25 | CME GROUP INC CME | $9.1M | 0.33% | 123,200 | +935 | +0.76% | 0.35% | 2013-09-30 | $74 | ~$76 | -2.43% | |
| 26 | IMMUNOMEDICS IMMU | $8.2M | 0.29% | 1,946,276 | +1,461,519 | +301.50% | 0.08% | 2013-03-31 | $4 | ~$4 | +6.62% | |
| 27 | GRUPO TELEVISA SA TV | $3.2M | 0.11% | 94,967 | +77,792 | +452.94% | 0.02% | 2013-03-31 | $33 | ~$31 | +7.14% | |
| 28 | TSINGTAO BREWERY-SPONS ADR TSGTY | $3.0M | 0.11% | 40,923 | +25,182 | +159.98% | 0.05% | 2013-03-31 | $73 | ~$74 | -0.65% | |
| 29 | WYNN MACAU LTD - UNSPON ADR WYNMY | $2.4M | 0.09% | 57,456 | +45,993 | +401.23% | 0.02% | 2013-12-31 | $42 | ~$44 | -5.04% | |
| 30 | EMBRAER SA-ADR EMBJ | $2.4M | 0.09% | 66,955 | +60,521 | +940.64% | 0.01% | 2013-06-30 | $35 | ~$34 | +4.07% |