Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2018-03-31
$10.69B
Positions
94
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 | $3.15B | 29.42% | 23,004,754 | +11,169,592 | +94.38% | 19.58% | 2016-03-31 | $137 | ~$137 | -0.35% | |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD TSM | $942.8M | 8.82% | 21,544,859 | +930,897 | +4.52% | 9.25% | 2013-03-31 | $44 | ~$24 | +80.65% | |
| 3 | ACCENTURE PLC IRELAND | $844.8M | 7.90% | 5,503,799 | +223,617 | +4.24% | 9.15% | 2016-06-30 | $153 | ~$120 | +28.05% | |
| 4 | HDFC BANK LTD HDB | $830.0M | 7.76% | 8,403,020 | +386,579 | +4.82% | 9.23% | 2015-09-30 | $99 | ~$68 | +44.81% | |
| 5 | CANADIAN PAC RY LTD | $742.2M | 6.94% | 4,205,045 | +163,755 | +4.05% | 8.36% | 2013-09-30 | $176 | ~$150 | +17.88% | |
| 6 | YANDEX N V | $690.6M | 6.46% | 17,504,854 | +758,927 | +4.53% | 6.21% | 2013-06-30 | $39 | ~$22 | +83.12% | |
| 7 | CORE LABORATORIES N V | $545.0M | 5.10% | 5,035,827 | +242,096 | +5.05% | 5.94% | 2013-03-31 | $108 | ~$120 | -9.54% | |
| 8 | ICON PLC | $527.1M | 4.93% | 4,461,500 | +180,289 | +4.21% | 5.44% | 2015-06-30 | $118 | ~$75 | +57.41% | |
| 9 | RYANAIR HLDGS PLC RYAAY | $456.9M | 4.27% | 3,719,251 | +185,253 | +5.24% | 4.17% | 2017-12-31 | $123 | ~$105 | +17.39% | |
| 10 | FERRARI N V | $136.6M | 1.28% | 1,133,358 | +92,191 | +8.85% | 1.24% | 2017-09-30 | $121 | ~$111 | +9.05% | |
| 11 | COSTCO WHSL CORP NEW COST | $96.0M | 0.90% | 509,577 | +14,005 | +2.83% | 1.04% | 2013-03-31 | $188 | ~$150 | +25.87% | |
| 12 | VISA INC V | $95.6M | 0.89% | 799,145 | +19,786 | +2.54% | 1.01% | 2016-03-31 | $120 | ~$85 | +40.31% | |
| 13 | COOPER COS INC | $90.1M | 0.84% | 393,780 | +9,921 | +2.58% | 0.95% | 2014-03-31 | $229 | ~$177 | +29.10% | |
| 14 | AMPHENOL CORP NEW APH | $89.3M | 0.84% | 1,037,313 | +32,043 | +3.19% | 1.00% | 2014-12-31 | $86 | ~$64 | +33.87% | |
| 15 | MERCADOLIBRE INC MELI | $88.9M | 0.83% | 249,441 | +6,536 | +2.69% | 0.87% | 2013-03-31 | $356 | ~$132 | +170.97% | |
| 16 | VERISK ANALYTICS INC VRSK | $78.4M | 0.73% | 754,200 | +19,099 | +2.60% | 0.80% | 2015-09-30 | $104 | ~$80 | +29.85% | |
| 17 | BOSTON SCIENTIFIC CORP BSX | $76.9M | 0.72% | 2,815,814 | +77,025 | +2.81% | 0.77% | 2016-09-30 | $27 | ~$25 | +10.33% | |
| 18 | CROWN CASTLE INTL CORP NEW CCI | $76.5M | 0.72% | 698,291 | +18,544 | +2.73% | 0.85% | 2015-12-31 | $110 | ~$95 | +15.82% | |
| 19 | ECOLAB INC ECL | $76.4M | 0.71% | 557,126 | +14,595 | +2.69% | 0.82% | 2016-06-30 | $137 | ~$123 | +11.29% | |
| 20 | STRYKER CORP SYK | $70.3M | 0.66% | 437,168 | +437,168 | 2018-03-31 | $161 | ~$161 | +0.00% | |||
| 21 | AMAZON COM INC AMZN | $69.4M | 0.65% | 47,935 | +1,014 | +2.16% | 0.62% | 2013-03-31 | $1,447 | ~$595 | +143.33% | |
| 22 | FACEBOOK INC META | $69.3M | 0.65% | 433,944 | +8,998 | +2.12% | 0.85% | 2015-09-30 | $160 | ~$121 | +32.48% | |
| 23 | FIRST REP BK SAN FRANCISCO C FRCB | $68.3M | 0.64% | 737,522 | +19,100 | +2.66% | 0.70% | 2017-03-31 | $93 | ~$95 | -2.57% | |
| 24 | CANADIAN NATL RY CO CNI | $67.5M | 0.63% | 922,994 | +31,507 | +3.53% | 0.83% | 2013-03-31 | $73 | ~$65 | +11.69% | |
| 25 | TRACTOR SUPPLY CO TSCO | $67.2M | 0.63% | 1,066,389 | +9,990 | +0.95% | 0.89% | 2016-09-30 | $63 | ~$64 | -1.46% | |
| 26 | TYLER TECHNOLOGIES INC TYL | $63.3M | 0.59% | 300,248 | +7,320 | +2.50% | 0.59% | 2016-06-30 | $211 | ~$168 | +25.55% | |
| 27 | CERNER CORP CERNCHF | $60.8M | 0.57% | 1,048,743 | +25,980 | +2.54% | 0.78% | 2016-06-30 | $58 | ~$61 | -5.14% | |
| 28 | SCHWAB CHARLES CORP NEW SCHW | $58.6M | 0.55% | 1,121,692 | -1,085,368 | -49.18% | 1.28% | 2013-03-31 | $52 | ~$41 | +25.87% | |
| 29 | AGILENT TECHNOLOGIES INC A | $54.4M | 0.51% | 813,056 | +12,838 | +1.60% | 0.61% | 2017-06-30 | $67 | ~$60 | +11.11% | |
| 30 | SCHLUMBERGER LTD SLB | $53.6M | 0.50% | 827,476 | +20,951 | +2.60% | 0.62% | 2015-12-31 | $65 | ~$73 | -11.37% |