Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2017-12-31
$8.83B
Positions
96
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 | $1.73B | 19.58% | 11,835,162 | +697,702 | +6.26% | 20.06% | 2016-03-31 | $146 | ~$133 | +9.65% | |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD TSM | $817.3M | 9.25% | 20,613,962 | +1,327,403 | +6.88% | 9.15% | 2013-03-31 | $40 | ~$23 | +69.20% | |
| 3 | HDFC BANK LTD HDB | $815.0M | 9.23% | 8,016,441 | +508,605 | +6.77% | 9.14% | 2015-09-30 | $102 | ~$67 | +52.51% | |
| 4 | ACCENTURE PLC IRELAND | $808.3M | 9.15% | 5,280,182 | +291,858 | +5.85% | 8.51% | 2016-06-30 | $153 | ~$118 | +29.24% | |
| 5 | CANADIAN PAC RY LTD | $738.6M | 8.36% | 4,041,290 | +229,410 | +6.02% | 8.09% | 2013-09-30 | $183 | ~$149 | +23.06% | |
| 6 | YANDEX N V | $548.4M | 6.21% | 16,745,927 | +1,020,532 | +6.49% | 6.55% | 2013-06-30 | $33 | ~$21 | +56.82% | |
| 7 | CORE LABORATORIES N V | $525.2M | 5.94% | 4,793,731 | +250,830 | +5.52% | 5.66% | 2013-03-31 | $110 | ~$120 | -8.85% | |
| 8 | ICON PLC | $480.1M | 5.44% | 4,281,211 | +233,990 | +5.78% | 5.82% | 2015-06-30 | $112 | ~$73 | +52.87% | |
| 9 | RYANAIR HLDGS PLC RYAAY | $368.2M | 4.17% | 3,533,998 | +3,533,998 | 2017-12-31 | $104 | ~$104 | +0.00% | |||
| 10 | SCHWAB CHARLES CORP NEW SCHW | $113.4M | 1.28% | 2,207,060 | +1,225,146 | +124.77% | 0.54% | 2013-03-31 | $51 | ~$41 | +23.82% | |
| 11 | FERRARI N V | $109.2M | 1.24% | 1,041,167 | +58,303 | +5.93% | 1.37% | 2017-09-30 | $105 | ~$110 | -4.97% | |
| 12 | COSTCO WHSL CORP NEW COST | $92.2M | 1.04% | 495,572 | +51,107 | +11.50% | 0.92% | 2013-03-31 | $186 | ~$149 | +25.22% | |
| 13 | VISA INC V | $88.9M | 1.01% | 779,359 | +75,153 | +10.67% | 0.94% | 2016-03-31 | $114 | ~$84 | +35.01% | |
| 14 | AMPHENOL CORP NEW APH | $88.3M | 1.00% | 1,005,270 | +98,252 | +10.83% | 0.97% | 2014-12-31 | $88 | ~$64 | +38.02% | |
| 15 | COOPER COS INC | $83.6M | 0.95% | 383,859 | +40,797 | +11.89% | 1.03% | 2014-03-31 | $218 | ~$176 | +23.77% | |
| 16 | IQVIA HLDGS INC IQV | $80.2M | 0.91% | 818,926 | +818,926 | 2017-12-31 | $98 | ~$98 | +0.00% | |||
| 17 | TRACTOR SUPPLY CO TSCO | $79.0M | 0.89% | 1,056,399 | +112,929 | +11.97% | 0.75% | 2016-09-30 | $75 | ~$64 | +16.97% | |
| 18 | MERCADOLIBRE INC MELI | $76.4M | 0.87% | 242,905 | +2,549 | +1.06% | 0.79% | 2013-03-31 | $315 | ~$126 | +149.66% | |
| 19 | CROWN CASTLE INTL CORP NEW CCI | $75.5M | 0.85% | 679,747 | +67,113 | +10.95% | 0.77% | 2015-12-31 | $111 | ~$94 | +17.83% | |
| 20 | FACEBOOK INC META | $75.0M | 0.85% | 424,946 | +42,681 | +11.17% | 0.83% | 2015-09-30 | $176 | ~$120 | +47.53% | |
| 21 | CANADIAN NATL RY CO CNI | $73.5M | 0.83% | 891,487 | +96,653 | +12.16% | 0.83% | 2013-03-31 | $83 | ~$65 | +26.85% | |
| 22 | ECOLAB INC ECL | $72.8M | 0.82% | 542,531 | +53,736 | +10.99% | 0.79% | 2016-06-30 | $134 | ~$123 | +9.24% | |
| 23 | VERISK ANALYTICS INC VRSK | $70.6M | 0.80% | 735,101 | +72,779 | +10.99% | 0.70% | 2015-09-30 | $96 | ~$80 | +20.64% | |
| 24 | CERNER CORP CERNCHF | $68.9M | 0.78% | 1,022,763 | +101,509 | +11.02% | 0.83% | 2016-06-30 | $67 | ~$61 | +10.29% | |
| 25 | BOSTON SCIENTIFIC CORP BSX | $67.9M | 0.77% | 2,738,789 | +271,351 | +11.00% | 0.91% | 2016-09-30 | $25 | ~$25 | +0.26% | |
| 26 | FIRST REP BK SAN FRANCISCO C FRCB | $62.2M | 0.70% | 718,422 | +317,536 | +79.21% | 0.53% | 2017-03-31 | $87 | ~$95 | -8.99% | |
| 27 | AMAZON COM INC AMZN | $54.9M | 0.62% | 46,921 | -17,002 | -26.60% | 0.78% | 2013-03-31 | $1,169 | ~$579 | +101.85% | |
| 28 | SCHLUMBERGER LTD SLB | $54.4M | 0.62% | 806,525 | +79,669 | +10.96% | 0.64% | 2015-12-31 | $67 | ~$73 | -8.02% | |
| 29 | AGILENT TECHNOLOGIES INC A | $53.6M | 0.61% | 800,218 | +79,182 | +10.98% | 0.58% | 2017-06-30 | $67 | ~$60 | +11.43% | |
| 30 | TYLER TECHNOLOGIES INC TYL | $51.9M | 0.59% | 292,928 | +28,668 | +10.85% | 0.58% | 2016-06-30 | $177 | ~$167 | +5.77% |