Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2017-09-30
$7.92B
Positions
87
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 | $1.59B | 20.06% | 11,137,460 | +5,707,734 | +105.12% | 12.18% | 2016-03-31 | $143 | ~$133 | +7.52% | |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD TSM | $724.2M | 9.15% | 19,286,559 | +511,463 | +2.72% | 10.13% | 2013-03-31 | $38 | ~$22 | +67.71% | |
| 3 | HDFC BANK LTD HDB | $723.5M | 9.14% | 7,507,836 | +193,290 | +2.64% | 9.82% | 2015-09-30 | $96 | ~$64 | +49.48% | |
| 4 | ACCENTURE PLC IRELAND | $673.8M | 8.51% | 4,988,324 | +99,804 | +2.04% | 9.33% | 2016-06-30 | $135 | ~$117 | +15.48% | |
| 5 | CANADIAN PAC RY LTD | $640.5M | 8.09% | 3,811,880 | +78,892 | +2.11% | 9.26% | 2013-09-30 | $168 | ~$147 | +14.39% | |
| 6 | CTRIP COM INTL LTD CTRPUSD | $588.6M | 7.44% | 11,161,060 | +296,301 | +2.73% | 9.03% | 2014-06-30 | $53 | ~$52 | +0.73% | |
| 7 | YANDEX N V | $518.2M | 6.55% | 15,725,395 | +260,240 | +1.68% | 6.26% | 2013-06-30 | $33 | ~$20 | +63.87% | |
| 8 | ICON PLC | $460.9M | 5.82% | 4,047,221 | +82,115 | +2.07% | 5.98% | 2015-06-30 | $114 | ~$71 | +60.24% | |
| 9 | CORE LABORATORIES N V | $448.4M | 5.66% | 4,542,901 | +109,726 | +2.48% | 6.93% | 2013-03-31 | $99 | ~$121 | -18.48% | |
| 10 | FERRARI N V | $108.6M | 1.37% | 982,864 | +982,864 | 2017-09-30 | $110 | ~$110 | +0.00% | |||
| 11 | COOPER COS INC | $81.3M | 1.03% | 343,062 | +25,940 | +8.18% | 1.17% | 2014-03-31 | $237 | ~$170 | +39.54% | |
| 12 | AMPHENOL CORP NEW APH | $76.8M | 0.97% | 907,018 | +71,050 | +8.50% | 0.95% | 2014-12-31 | $85 | ~$61 | +38.38% | |
| 13 | VISA INC V | $74.1M | 0.94% | 704,206 | +54,688 | +8.42% | 0.94% | 2016-03-31 | $105 | ~$82 | +28.71% | |
| 14 | COSTCO WHSL CORP NEW COST | $73.0M | 0.92% | 444,465 | +165,967 | +59.59% | 0.69% | 2013-03-31 | $164 | ~$146 | +12.85% | |
| 15 | BOSTON SCIENTIFIC CORP BSX | $72.0M | 0.91% | 2,467,438 | +193,661 | +8.52% | 0.97% | 2016-09-30 | $29 | ~$24 | +19.17% | |
| 16 | QUINTILES IMS HOLDINGS INC | $70.3M | 0.89% | 739,410 | +56,746 | +8.31% | 0.94% | 2015-06-30 | $95 | ~$76 | +24.87% | |
| 17 | CANADIAN NATL RY CO CNI | $65.9M | 0.83% | 794,834 | +70,641 | +9.75% | 0.91% | 2013-03-31 | $83 | ~$63 | +31.73% | |
| 18 | CERNER CORP CERNCHF | $65.7M | 0.83% | 921,254 | +71,965 | +8.47% | 0.87% | 2016-06-30 | $71 | ~$60 | +18.49% | |
| 19 | FACEBOOK INC META | $65.3M | 0.83% | 382,265 | +29,352 | +8.32% | 0.82% | 2015-09-30 | $171 | ~$114 | +50.44% | |
| 20 | ECOLAB INC ECL | $62.9M | 0.79% | 488,795 | +38,277 | +8.50% | 0.92% | 2016-06-30 | $129 | ~$122 | +5.52% | |
| 21 | MERCADOLIBRE INC MELI | $62.2M | 0.79% | 240,356 | +20,152 | +9.15% | 0.85% | 2013-03-31 | $259 | ~$124 | +108.26% | |
| 22 | AMAZON COM INC AMZN | $61.5M | 0.78% | 63,923 | -14,397 | -18.38% | 1.17% | 2013-03-31 | $961 | ~$579 | +65.93% | |
| 23 | CROWN CASTLE INTL CORP NEW CCI | $61.3M | 0.77% | 612,634 | +47,799 | +8.46% | 0.87% | 2015-12-31 | $100 | ~$93 | +7.53% | |
| 24 | TRACTOR SUPPLY CO TSCO | $59.7M | 0.75% | 943,470 | +413,499 | +78.02% | 0.44% | 2016-09-30 | $63 | ~$63 | -0.01% | |
| 25 | VERISK ANALYTICS INC VRSK | $55.1M | 0.70% | 662,322 | +51,775 | +8.48% | 0.79% | 2015-09-30 | $83 | ~$78 | +6.01% | |
| 26 | SCHLUMBERGER LTD SLB | $50.7M | 0.64% | 726,856 | +57,454 | +8.58% | 0.68% | 2015-12-31 | $70 | ~$74 | -5.45% | |
| 27 | AGILENT TECHNOLOGIES INC A | $46.3M | 0.58% | 721,036 | +56,589 | +8.52% | 0.61% | 2017-06-30 | $64 | ~$60 | +7.90% | |
| 28 | TYLER TECHNOLOGIES INC TYL | $46.1M | 0.58% | 264,260 | +20,051 | +8.21% | 0.66% | 2016-06-30 | $174 | ~$166 | +4.71% | |
| 29 | SCHWAB CHARLES CORP NEW SCHW | $42.9M | 0.54% | 981,914 | +78,129 | +8.64% | 0.60% | 2013-03-31 | $44 | ~$34 | +28.96% | |
| 30 | FIRST REP BK SAN FRANCISCO C FRCB | $41.9M | 0.53% | 400,886 | +30,019 | +8.09% | 0.57% | 2017-03-31 | $104 | ~$95 | +10.05% |