Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2016-06-30
$6.27B
Positions
114
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 | NOVO-NORDISK A S NVO | $472.2M | 7.54% | 8,779,522 | +450,232 | +5.41% | 7.02% | 2013-03-31 | $54 | ~$44 | +23.18% | |
| 2 | CORE LABORATORIES N V | $444.5M | 7.09% | 3,588,166 | +181,958 | +5.34% | 5.95% | 2013-03-31 | $124 | ~$123 | +0.46% | |
| 3 | CANADIAN PAC RY LTD | $396.5M | 6.33% | 3,078,686 | +152,937 | +5.23% | 6.04% | 2013-09-30 | $129 | ~$146 | -11.97% | |
| 4 | HDFC BANK LTD HDB | $371.4M | 5.93% | 5,596,839 | +288,833 | +5.44% | 5.09% | 2015-09-30 | $66 | ~$61 | +7.98% | |
| 5 | CTRIP COM INTL LTD CTRPUSD | $369.8M | 5.90% | 8,974,704 | +497,359 | +5.87% | 5.84% | 2014-06-30 | $41 | ~$54 | -23.08% | |
| 6 | ARM HLDGS PLC | $360.9M | 5.76% | 7,929,096 | +412,163 | +5.48% | 5.11% | 2013-03-31 | $46 | ~$47 | -2.18% | |
| 7 | YANDEX N V | $290.3M | 4.63% | 13,287,003 | +689,667 | +5.47% | 3.00% | 2013-06-30 | $22 | ~$20 | +11.38% | |
| 8 | LAZARD LTD | $156.4M | 2.50% | 5,252,697 | +319,321 | +6.47% | 2.98% | 2013-03-31 | $30 | ~$45 | -33.89% | |
| 9 | MERCADOLIBRE INC MELI | $50.0M | 0.80% | 355,565 | +38,391 | +12.10% | 0.58% | 2013-03-31 | $141 | ~$109 | +28.94% | |
| 10 | CROWN CASTLE INTL CORP NEW CCI | $31.3M | 0.50% | 308,154 | +120,842 | +64.51% | 0.25% | 2015-12-31 | $101 | ~$89 | +13.46% | |
| 11 | AMAZON COM INC AMZN | $30.9M | 0.49% | 43,193 | +4,117 | +10.54% | 0.36% | 2013-03-31 | $716 | ~$366 | +95.43% | |
| 12 | COOPER COS INC | $29.9M | 0.48% | 174,260 | +13,883 | +8.66% | 0.38% | 2014-03-31 | $172 | ~$141 | +21.98% | |
| 13 | BROWN FORMAN CORP BF/B | $29.1M | 0.46% | 291,655 | +30,546 | +11.70% | 0.40% | 2015-06-30 | $100 | ~$100 | +0.05% | |
| 14 | SCHLUMBERGER LTD SLB | $28.8M | 0.46% | 363,857 | +140,546 | +62.94% | 0.26% | 2015-12-31 | $79 | ~$72 | +9.34% | |
| 15 | WORKDAY INC WDAY | $28.2M | 0.45% | 377,305 | +37,979 | +11.19% | 0.41% | 2015-06-30 | $75 | ~$77 | -2.83% | |
| 16 | TD AMERITRADE HLDG CORP AMT | $27.3M | 0.44% | 958,252 | +42,795 | +4.67% | 0.45% | 2013-03-31 | $28 | ~$31 | -6.99% | |
| 17 | VERISK ANALYTICS INC VRSK | $27.1M | 0.43% | 334,035 | +35,964 | +12.07% | 0.37% | 2015-09-30 | $81 | ~$75 | +8.29% | |
| 18 | CANADIAN NATL RY CO CNI | $26.7M | 0.43% | 451,524 | +52,741 | +13.23% | 0.39% | 2013-03-31 | $59 | ~$58 | +1.87% | |
| 19 | AMPHENOL CORP NEW APH | $26.4M | 0.42% | 461,278 | +47,470 | +11.47% | 0.37% | 2014-12-31 | $57 | ~$54 | +6.50% | |
| 20 | QUINTILES TRANSNATIO HLDGS I | $24.3M | 0.39% | 372,046 | +38,626 | +11.58% | 0.34% | 2015-06-30 | $65 | ~$71 | -8.32% | |
| 21 | COSTCO WHSL CORP NEW COST | $23.9M | 0.38% | 151,938 | +14,989 | +10.94% | 0.34% | 2013-03-31 | $157 | ~$117 | +34.74% | |
| 22 | PRAXAIR INC PXGBX | $19.5M | 0.31% | 173,559 | +17,906 | +11.50% | 0.28% | 2014-09-30 | $112 | ~$123 | -8.47% | |
| 23 | TRIPADVISOR INC TRIP | $17.8M | 0.28% | 276,485 | +28,521 | +11.50% | 0.26% | 2014-06-30 | $64 | ~$89 | -27.84% | |
| 24 | VISA INC V | $17.3M | 0.28% | 232,784 | +25,058 | +12.06% | 0.25% | 2016-03-31 | $74 | ~$76 | -2.86% | |
| 25 | ALPHABET INC GOOGL | $16.7M | 0.27% | 23,688 | +2,281 | +10.66% | 0.25% | 2015-12-31 | $704 | ~$774 | -9.07% | |
| 26 | NIKE INC NKE | $12.3M | 0.20% | 222,416 | +21,975 | +10.96% | 0.19% | 2013-03-31 | $55 | ~$39 | +40.13% | |
| 27 | AMBEV SA ABEV | $10.9M | 0.17% | 1,845,437 | +611,446 | +49.55% | 0.10% | 2014-09-30 | $6 | ~$6 | +1.16% | |
| 28 | PRICESMART INC PSMT | $8.3M | 0.13% | 88,827 | +9,967 | +12.64% | 0.10% | 2013-03-31 | $94 | ~$90 | +3.70% | |
| 29 | KANSAS CITY SOUTHERN KSUEUR | $8.3M | 0.13% | 91,994 | +11,128 | +13.76% | 0.11% | 2015-03-31 | $90 | ~$93 | -2.90% | |
| 30 | CHINA BIOLOGIC PRODS INC | $7.4M | 0.12% | 69,976 | +8,378 | +13.60% | 0.11% | 2015-06-30 | $106 | ~$115 | -7.48% |