Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2016-09-30
$8.77B
Positions
162
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 | ACE LIMITED - OLD TICKER | $1.17B | 13.37% | 9,331,118 | +506,830 | +5.74% | 18.41% | 2016-03-31 | $126 | ~$120 | +5.02% | |
| 2 | CANADIAN PACIFIC RAILWAY | $491.6M | 5.61% | 3,219,636 | +140,950 | +4.58% | 6.33% | 2013-09-30 | $153 | ~$146 | +4.55% | |
| 3 | HDFC BANK LTD-ADR HDB | $453.8M | 5.17% | 6,312,387 | +715,548 | +12.78% | 5.93% | 2015-09-30 | $72 | ~$62 | +15.36% | |
| 4 | CTRIP.COM INT`L ADR CTRPUSD | $438.1M | 5.00% | 9,408,390 | +433,686 | +4.83% | 5.90% | 2014-06-30 | $47 | ~$53 | -12.32% | |
| 5 | CORE LABORATORIES N.V. | $427.2M | 4.87% | 3,803,372 | +215,206 | +6.00% | 7.09% | 2013-03-31 | $112 | ~$123 | -8.70% | |
| 6 | NOVO-NORDISK A/S-SPONS ADR NVO | $384.2M | 4.38% | 9,238,271 | +458,749 | +5.23% | 7.54% | 2013-03-31 | $42 | ~$44 | -5.17% | |
| 7 | ACCENTURE PLC-CL A | $383.7M | 4.38% | 3,140,505 | +1,164,609 | +58.94% | 3.57% | 2016-06-30 | $122 | ~$115 | +6.29% | |
| 8 | YANDEX NV-A | $288.0M | 3.28% | 13,679,874 | +392,871 | +2.96% | 4.63% | 2013-06-30 | $21 | ~$20 | +7.01% | |
| 9 | COMPANHIA DE BEBIDAS DAS AMERICA ABEV | $263.7M | 3.01% | 43,304,212 | +41,458,775 | +2246.56% | 0.17% | 2014-09-30 | $6 | ~$6 | +1.61% | |
| 10 | LAZARD LTD-CL A | $201.8M | 2.30% | 5,549,587 | +296,890 | +5.65% | 2.50% | 2013-03-31 | $36 | ~$44 | -18.12% | |
| 11 | MERCADOLIBRE INC MELI | $66.4M | 0.76% | 358,749 | +3,184 | +0.90% | 0.80% | 2013-03-31 | $185 | ~$110 | +68.82% | |
| 12 | AMAZON.COM INC AMZN | $47.1M | 0.54% | 56,224 | +13,031 | +30.17% | 0.49% | 2013-03-31 | $837 | ~$461 | +81.52% | |
| 13 | TD AMERITRADE HOLDINGS AMT | $43.5M | 0.50% | 1,234,494 | +276,242 | +28.83% | 0.44% | 2013-03-31 | $35 | ~$31 | +14.07% | |
| 14 | COOPER COMPANIES (THE) | $41.1M | 0.47% | 229,068 | +54,808 | +31.45% | 0.48% | 2014-03-31 | $179 | ~$149 | +20.33% | |
| 15 | PRAXAIR INC PXGBX | $40.5M | 0.46% | 335,187 | +161,628 | +93.13% | 0.31% | 2014-09-30 | $121 | ~$120 | +0.85% | |
| 16 | QUINTILES TRANSNATIONAL HOLD | $40.0M | 0.46% | 493,982 | +121,936 | +32.77% | 0.39% | 2015-06-30 | $81 | ~$72 | +13.01% | |
| 17 | AMPHENOL CORP APH | $39.4M | 0.45% | 606,624 | +145,346 | +31.51% | 0.42% | 2014-12-31 | $65 | ~$56 | +16.81% | |
| 18 | ECOLAB INC ECL | $39.3M | 0.45% | 323,266 | +156,663 | +94.03% | 0.32% | 2016-06-30 | $122 | ~$119 | +1.98% | |
| 19 | CANADIAN NATL RAILWAY CO CNI | $39.0M | 0.44% | 595,764 | +144,240 | +31.95% | 0.43% | 2013-03-31 | $65 | ~$59 | +10.84% | |
| 20 | VISA INC - CLASS A SHRS V | $38.4M | 0.44% | 464,314 | +231,530 | +99.46% | 0.28% | 2016-03-31 | $83 | ~$77 | +6.86% | |
| 21 | CROWN CASTLE INTL CORP CCI | $38.2M | 0.44% | 405,463 | +97,309 | +31.58% | 0.50% | 2015-12-31 | $94 | ~$91 | +3.05% | |
| 22 | SCHLUMBERGER LTD SLB | $37.7M | 0.43% | 479,000 | +115,143 | +31.65% | 0.46% | 2015-12-31 | $79 | ~$74 | +6.42% | |
| 23 | CERNER CORP CERNCHF | $37.6M | 0.43% | 609,638 | +292,315 | +92.12% | 0.30% | 2016-06-30 | $62 | ~$59 | +4.03% | |
| 24 | BROWN-FORMAN CORP-CLASS B BF/B | $37.2M | 0.42% | 784,905 | +493,250 | +169.12% | 0.46% | 2015-06-30 | $47 | ~$83 | -43.05% | |
| 25 | VERISK ANALYTIC VRSK | $35.8M | 0.41% | 439,868 | +105,833 | +31.68% | 0.43% | 2015-09-30 | $81 | ~$76 | +6.39% | |
| 26 | FACEBOOK INC META | $32.6M | 0.37% | 254,157 | +61,348 | +31.82% | 0.35% | 2015-09-30 | $128 | ~$99 | +30.05% | |
| 27 | COSTCO WHOLESALE CORP COST | $30.6M | 0.35% | 200,586 | +48,648 | +32.02% | 0.38% | 2013-03-31 | $153 | ~$126 | +21.21% | |
| 28 | TYLER TECHNOLOGIES INC TYL | $29.9M | 0.34% | 174,774 | +43,906 | +33.55% | 0.35% | 2016-06-30 | $171 | ~$167 | +2.36% | |
| 29 | TRIPADVISOR INC TRIP | $23.8M | 0.27% | 377,403 | +100,918 | +36.50% | 0.28% | 2014-06-30 | $63 | ~$82 | -23.26% | |
| 30 | NIKE INC B NKE | $15.4M | 0.18% | 292,825 | +70,409 | +31.66% | 0.20% | 2013-03-31 | $53 | ~$43 | +22.77% |