Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2017-06-30
$6.48B
Positions
84
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 | CHUBB LIMITED | $789.4M | 12.18% | 5,429,726 | -4,716,434 | -46.48% | 14.95% | 2016-03-31 | $145 | ~$121 | +20.53% | |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD TSM | $656.4M | 10.13% | 18,775,096 | +1,162,737 | +6.60% | 6.26% | 2013-03-31 | $35 | ~$22 | +58.82% | |
| 3 | HDFC BANK LTD HDB | $636.1M | 9.82% | 7,314,546 | +403,755 | +5.84% | 5.62% | 2015-09-30 | $87 | ~$64 | +36.42% | |
| 4 | ACCENTURE PLC IRELAND | $604.6M | 9.33% | 4,888,520 | +316,571 | +6.92% | 5.93% | 2016-06-30 | $124 | ~$117 | +5.98% | |
| 5 | CANADIAN PAC RY LTD | $600.3M | 9.26% | 3,732,988 | +223,142 | +6.36% | 5.58% | 2013-09-30 | $161 | ~$147 | +9.75% | |
| 6 | CTRIP COM INTL LTD CTRPUSD | $585.2M | 9.03% | 10,864,759 | +622,199 | +6.07% | 5.45% | 2014-06-30 | $54 | ~$52 | +2.92% | |
| 7 | CORE LABORATORIES N V | $448.9M | 6.93% | 4,433,175 | +303,073 | +7.34% | 5.16% | 2013-03-31 | $101 | ~$122 | -16.71% | |
| 8 | YANDEX N V | $405.8M | 6.26% | 15,465,155 | +665,992 | +4.50% | 3.51% | 2013-06-30 | $26 | ~$20 | +31.54% | |
| 9 | ICON PLC | $387.7M | 5.98% | 3,965,106 | +252,853 | +6.81% | 3.20% | 2015-06-30 | $98 | ~$70 | +39.00% | |
| 10 | LUXOTTICA GROUP S P A | $83.6M | 1.29% | 1,434,811 | +145,746 | +11.31% | 0.77% | 2016-12-31 | $58 | ~$54 | +7.89% | |
| 11 | COOPER COS INC | $75.9M | 1.17% | 317,122 | +55,677 | +21.30% | 0.57% | 2014-03-31 | $239 | ~$164 | +45.70% | |
| 12 | AMAZON COM INC AMZN | $75.8M | 1.17% | 78,320 | +14,247 | +22.24% | 0.61% | 2013-03-31 | $968 | ~$579 | +67.07% | |
| 13 | BOSTON SCIENTIFIC CORP BSX | $63.0M | 0.97% | 2,273,777 | +407,038 | +21.80% | 0.50% | 2016-09-30 | $28 | ~$24 | +14.83% | |
| 14 | AMPHENOL CORP NEW APH | $61.7M | 0.95% | 835,968 | +151,923 | +22.21% | 0.53% | 2014-12-31 | $74 | ~$60 | +23.79% | |
| 15 | QUINTILES IMS HOLDINGS INC | $61.1M | 0.94% | 682,664 | +124,426 | +22.29% | 0.49% | 2015-06-30 | $89 | ~$75 | +19.67% | |
| 16 | VISA INC V | $60.9M | 0.94% | 649,518 | +119,331 | +22.51% | 0.51% | 2016-03-31 | $94 | ~$80 | +16.82% | |
| 17 | ECOLAB INC ECL | $59.8M | 0.92% | 450,518 | +81,707 | +22.15% | 0.50% | 2016-06-30 | $133 | ~$121 | +9.59% | |
| 18 | CANADIAN NATL RY CO CNI | $58.7M | 0.91% | 724,193 | +45,312 | +6.67% | 0.54% | 2013-03-31 | $81 | ~$61 | +32.80% | |
| 19 | CROWN CASTLE INTL CORP NEW CCI | $56.6M | 0.87% | 564,835 | +100,679 | +21.69% | 0.47% | 2015-12-31 | $100 | ~$92 | +8.45% | |
| 20 | CERNER CORP CERNCHF | $56.5M | 0.87% | 849,289 | +153,640 | +22.09% | 0.44% | 2016-06-30 | $66 | ~$59 | +11.80% | |
| 21 | MERCADOLIBRE INC MELI | $55.2M | 0.85% | 220,204 | -110,845 | -33.48% | 0.76% | 2013-03-31 | $251 | ~$112 | +123.24% | |
| 22 | FACEBOOK INC META | $53.3M | 0.82% | 352,913 | +64,601 | +22.41% | 0.44% | 2015-09-30 | $151 | ~$110 | +37.71% | |
| 23 | VERISK ANALYTICS INC VRSK | $51.5M | 0.79% | 610,547 | +110,575 | +22.12% | 0.44% | 2015-09-30 | $84 | ~$78 | +8.14% | |
| 24 | COSTCO WHSL CORP NEW COST | $44.5M | 0.69% | 278,498 | +50,684 | +22.25% | 0.41% | 2013-03-31 | $160 | ~$136 | +17.83% | |
| 25 | SCHLUMBERGER LTD SLB | $44.1M | 0.68% | 669,402 | +122,179 | +22.33% | 0.46% | 2015-12-31 | $66 | ~$74 | -11.38% | |
| 26 | TYLER TECHNOLOGIES INC TYL | $42.9M | 0.66% | 244,209 | +44,060 | +22.01% | 0.33% | 2016-06-30 | $176 | ~$166 | +5.96% | |
| 27 | AGILENT TECHNOLOGIES INC A | $39.4M | 0.61% | 664,447 | +664,447 | 2017-06-30 | $59 | ~$59 | +0.00% | |||
| 28 | SCHWAB CHARLES CORP NEW SCHW | $38.8M | 0.60% | 903,785 | +192,475 | +27.06% | 0.31% | 2013-03-31 | $43 | ~$33 | +29.78% | |
| 29 | FIRST REP BK SAN FRANCISCO C FRCB | $37.1M | 0.57% | 370,867 | +60,556 | +19.51% | 0.31% | 2017-03-31 | $100 | ~$94 | +6.13% | |
| 30 | EDWARDS LIFESCIENCES CORP EW | $36.5M | 0.56% | 308,839 | +56,025 | +22.16% | 0.26% | 2016-12-31 | $118 | ~$96 | +23.22% |