Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2014-06-30
$4.01B
Positions
141
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 | $244.0M | 6.08% | 11,406,880 | +3,086,921 | +37.10% | 5.96% | 2013-03-31 | $21 | ~$18 | +16.97% | |
| 2 | NOVO-NORDISK A/S-SPONS ADR NVO | $193.1M | 4.81% | 4,180,732 | +1,110,974 | +36.19% | 5.02% | 2013-03-31 | $46 | ~$30 | +55.95% | |
| 3 | CANADIAN PACIFIC RAILWAY | $188.8M | 4.70% | 1,042,354 | +265,422 | +34.16% | 4.18% | 2013-09-30 | $181 | ~$138 | +31.25% | |
| 4 | ACE LTD | $181.6M | 4.52% | 1,750,755 | +448,412 | +34.43% | 4.62% | 2013-03-31 | $104 | ~$95 | +9.29% | |
| 5 | CANADIAN NATL RAILWAY CO CNI | $179.9M | 4.48% | 2,767,063 | +713,403 | +34.74% | 4.13% | 2013-03-31 | $65 | ~$54 | +20.98% | |
| 6 | COVIDIEN LTD | $179.6M | 4.47% | 1,991,650 | +454,498 | +29.57% | 4.05% | 2013-03-31 | $90 | ~$70 | +29.22% | |
| 7 | SENSATA TECHNOLOGIES HOLDING | $162.4M | 4.04% | 3,470,664 | +1,063,420 | +44.18% | 3.67% | 2013-06-30 | $47 | ~$39 | +20.02% | |
| 8 | PERRIGO CO Plc | $159.4M | 3.97% | 1,093,431 | +318,536 | +41.11% | 4.29% | 2013-12-31 | $146 | ~$159 | -8.59% | |
| 9 | COCA-COLA ENTERPRISES | $146.7M | 3.66% | 3,070,774 | +770,343 | +33.49% | 3.93% | 2013-03-31 | $48 | ~$41 | +16.92% | |
| 10 | ASML HOLDING ADR | $140.0M | 3.49% | 1,500,822 | +389,814 | +35.09% | 3.71% | 2013-03-31 | $93 | ~$82 | +14.31% | |
| 11 | LAZARD LTD-CL A | $133.0M | 3.31% | 2,580,367 | +644,630 | +33.30% | 3.26% | 2013-03-31 | $52 | ~$39 | +32.35% | |
| 12 | CORE LABORATORIES N.V. | $123.5M | 3.08% | 739,050 | +202,889 | +37.84% | 3.81% | 2013-03-31 | $167 | ~$156 | +6.98% | |
| 13 | YANDEX NV-A | $113.2M | 2.82% | 3,177,021 | +3,101,180 | +4089.05% | 0.08% | 2013-06-30 | $36 | ~$33 | +8.06% | |
| 14 | ARM HOLDINGS ADR | $100.1M | 2.49% | 2,212,537 | +656,204 | +42.16% | 2.84% | 2013-03-31 | $45 | ~$46 | -2.40% | |
| 15 | NESTLE SA - SPONS ADR FOR REG NSRGY | $73.4M | 1.83% | 946,685 | +346,084 | +57.62% | 1.62% | 2013-03-31 | $78 | ~$73 | +5.94% | |
| 16 | SGS SA - ADR SGSOY | $72.9M | 1.82% | 3,042,179 | +1,120,709 | +58.33% | 1.70% | 2013-03-31 | $24 | ~$24 | -0.08% | |
| 17 | NOVOZYMES A/S - ADR NVZMY | $72.8M | 1.81% | 1,448,460 | +542,738 | +59.92% | 1.43% | 2013-03-31 | $50 | ~$40 | +24.25% | |
| 18 | TENCENT HOLDINGS LTD-UNS ADR TCEHY | $69.5M | 1.73% | 4,555,193 | +3,947,319 | +649.36% | 1.51% | 2013-03-31 | $15 | ~$42 | -63.77% | |
| 19 | INDITEX-UNSPON ADR IDEXY | $60.4M | 1.51% | 3,160,524 | +1,986,952 | +169.31% | 1.26% | 2013-03-31 | $19 | ~$26 | -27.30% | |
| 20 | FANUC CORPORATION FANUY | $55.3M | 1.38% | 1,921,187 | +724,389 | +60.53% | 1.27% | 2013-03-31 | $29 | ~$28 | +3.83% | |
| 21 | CHR HANSEN HOLDING - SPON ADR | $52.4M | 1.31% | 2,480,610 | +1,036,067 | +71.72% | 1.04% | 2014-03-31 | $21 | ~$20 | +4.23% | |
| 22 | SVENSKA CELLULOSA AB-SP ADR | $51.6M | 1.29% | 1,984,438 | +799,789 | +67.51% | 1.25% | 2013-03-31 | $26 | ~$27 | -4.58% | |
| 23 | SUN ART RETAIL GROUP-UNS ADR SURRY | $44.9M | 1.12% | 3,921,015 | +1,544,072 | +64.96% | 1.07% | 2013-09-30 | $11 | ~$13 | -14.83% | |
| 24 | SYSMEX CORP UNSPON ADR SSMXY | $42.7M | 1.06% | 2,275,345 | +1,320,014 | +138.17% | 0.78% | 2013-03-31 | $19 | ~$25 | -23.78% | |
| 25 | AMAZON.COM INC AMZN | $40.6M | 1.01% | 125,008 | +56,561 | +82.63% | 0.82% | 2013-03-31 | $325 | ~$336 | -3.28% | |
| 26 | WALMART DE MEXICO-SPON ADR V WMMVY | $39.5M | 0.99% | 1,478,743 | +509,044 | +52.50% | 0.82% | 2013-03-31 | $27 | ~$28 | -4.96% | |
| 27 | LVMH MOET HENNESSY-UNSP ADR LVMUY | $38.3M | 0.95% | 993,520 | +372,720 | +60.04% | 0.81% | 2013-03-31 | $39 | ~$36 | +6.26% | |
| 28 | ASOS PLC - UNSPONSORED ADR ASOMY | $35.1M | 0.87% | 686,154 | +362,899 | +112.26% | 1.02% | 2013-06-30 | $51 | ~$73 | -29.81% | |
| 29 | SHOPRITE HOLDINGS (SPONSORED ADR SRGHY | $32.4M | 0.81% | 2,230,023 | +866,794 | +63.58% | 0.74% | 2013-12-31 | $15 | ~$15 | -5.65% | |
| 30 | JERONIMO MARTINS SGPS SA - ADR JRONY | $27.0M | 0.67% | 818,249 | +314,172 | +62.33% | 0.61% | 2013-03-31 | $33 | ~$37 | -11.53% |