13F Notebook
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Fund detail

WCM Investment Management

growth, quality, international, active

Quarters 53
2015-03-31 $4.94B
Positions 141
Showing 30 of 148 rows

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 $364.9M 7.39% 15,540,585 +2,258,637 +17.01% 8.59% 2013-03-31 $23 ~$19 +21.77%
2 ACE LTD $267.1M 5.41% 2,396,127 +330,682 +16.01% 6.85% 2013-03-31 $111 ~$99 +12.72%
3 SENSATA TECHNOLOGIES HOLDING $261.3M 5.29% 4,548,858 +617,158 +15.70% 5.95% 2013-06-30 $57 ~$42 +37.20%
4 NOVO-NORDISK A/S-SPONS ADR NVO $249.2M 5.04% 4,666,683 +608,110 +14.98% 4.96% 2013-03-31 $53 ~$33 +62.85%
5 PERRIGO CO Plc $244.2M 4.94% 1,475,328 +202,734 +15.93% 6.14% 2013-12-31 $166 ~$159 +3.81%
6 CANADIAN PACIFIC RAILWAY $219.7M 4.45% 1,202,270 +172,164 +16.71% 5.73% 2013-09-30 $183 ~$151 +21.15%
7 ASML HOLDING ADR $217.5M 4.40% 2,153,236 +303,360 +16.40% 5.76% 2013-03-31 $101 ~$88 +15.29%
8 CANADIAN NATL RAILWAY CO CNI $206.8M 4.19% 3,093,136 +422,749 +15.83% 5.32% 2013-03-31 $67 ~$57 +17.16%
9 ARM HOLDINGS ADR $204.6M 4.14% 4,150,267 +598,584 +16.85% 4.75% 2013-03-31 $49 ~$46 +6.96%
10 LAZARD LTD-CL A $174.2M 3.53% 3,313,345 +332,347 +11.15% 4.31% 2013-03-31 $53 ~$42 +26.32%
11 CORE LABORATORIES N.V. $152.9M 3.09% 1,463,067 +238,881 +19.51% 4.26% 2013-03-31 $104 ~$146 -28.47%
12 TENCENT HOLDINGS LTD-UNS ADR TCEHY $115.7M 2.34% 6,094,999 +6,094,999 2013-03-31 $19 ~$36 -46.98%
13 CHR HANSEN HOLDING - SPON ADR $107.1M 2.17% 4,666,889 +4,666,889 2014-03-31 $23 ~$21 +8.69%
14 NESTLE SA - SPONS ADR FOR REG NSRGY $94.7M 1.92% 1,253,573 +1,253,573 2013-03-31 $76 ~$74 +2.05%
15 FANUC CORPORATION FANUY $93.7M 1.90% 2,569,528 +2,569,528 2013-03-31 $36 ~$29 +25.97%
16 RECKITT BENCKISER GR-ADR $92.8M 1.88% 5,389,247 +5,389,247 2015-03-31 $17 ~$17 +0.00%
17 CSL LTD-SPONSORED ADR CSLLY $92.4M 1.87% 2,626,609 +2,626,609 2015-03-31 $35 ~$35 +0.00%
18 NOVOZYMES A/S - ADR NVZMY $88.9M 1.80% 1,945,145 +1,945,145 2013-03-31 $46 ~$42 +7.93%
19 EXPERIAN PLC SPONSORED ADR EXPGY $85.4M 1.73% 5,151,802 +5,151,802 2015-03-31 $17 ~$17 +0.00%
20 SGS SA - ADR SGSOY $77.2M 1.56% 4,032,373 +4,032,373 2013-03-31 $19 ~$23 -18.08%
21 YANDEX NV-A $71.6M 1.45% 4,718,702 +954,941 +25.37% 1.95% 2013-06-30 $15 ~$29 -48.09%
22 SVENSKA CELLULOSA AB-SP ADR $62.3M 1.26% 2,702,681 +2,702,681 2013-03-31 $23 ~$27 -13.16%
23 INDITEX-UNSPON ADR IDEXY $60.5M 1.22% 3,768,758 +3,768,758 2013-03-31 $16 ~$25 -35.52%
24 SYSMEX CORP UNSPON ADR SSMXY $59.5M 1.20% 2,138,175 +2,138,175 2013-03-31 $28 ~$25 +12.86%
25 WALMART DE MEXICO-SPON ADR V WMMVY $49.0M 0.99% 1,965,521 +1,965,521 2013-03-31 $25 ~$28 -9.49%
26 LVMH MOET HENNESSY-UNSP ADR LVMUY $46.7M 0.95% 1,324,550 +1,324,550 2013-03-31 $35 ~$36 -3.27%
27 AMAZON.COM INC AMZN $43.8M 0.89% 117,636 -341 -0.29% 1.06% 2013-03-31 $372 ~$336 +10.81%
28 SHOPRITE HOLDINGS (SPONSORED ADR SRGHY $40.8M 0.83% 3,008,258 +3,008,258 2013-12-31 $14 ~$15 -9.91%
29 SWATCH GROUP AG UNSPON ADR SWGAY $40.1M 0.81% 1,889,648 +1,889,648 2015-03-31 $21 ~$21 +0.00%
30 TD AMERITRADE HOLDINGS AMT $28.6M 0.58% 768,401 -11,944 -1.53% 0.81% 2013-03-31 $37 ~$30 +24.27%