Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2018-06-30
$9.67B
Positions
82
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 | ACCENTURE PLC IRELAND | $931.4M | 9.63% | 5,693,465 | +189,666 | +3.45% | 7.90% | 2016-06-30 | $164 | ~$121 | +35.02% | |
| 2 | HDFC BANK LTD HDB | $928.8M | 9.60% | 8,843,969 | +440,949 | +5.25% | 7.76% | 2015-09-30 | $105 | ~$70 | +50.27% | |
| 3 | SHOPIFY INC SHOP | $846.6M | 8.75% | 5,802,669 | +5,797,169 | +105403.07% | 0.01% | 2018-03-31 | $146 | ~$135 | +7.90% | |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD TSM | $827.6M | 8.56% | 22,637,189 | +1,092,330 | +5.07% | 8.82% | 2013-03-31 | $37 | ~$25 | +46.28% | |
| 5 | CHUBB LIMITED | $820.0M | 8.48% | 6,455,336 | -16,549,418 | -71.94% | 29.42% | 2016-03-31 | $127 | ~$137 | -7.45% | |
| 6 | CANADIAN PAC RY LTD | $795.4M | 8.22% | 4,345,771 | +140,726 | +3.35% | 6.94% | 2013-09-30 | $183 | ~$151 | +21.45% | |
| 7 | CORE LABORATORIES N V | $667.0M | 6.90% | 5,285,156 | +249,329 | +4.95% | 5.10% | 2013-03-31 | $126 | ~$120 | +5.59% | |
| 8 | ICON PLC | $614.1M | 6.35% | 4,633,580 | +172,080 | +3.86% | 4.93% | 2015-06-30 | $133 | ~$77 | +72.30% | |
| 9 | METTLER TOLEDO INTERNATIONAL MTD | $527.2M | 5.45% | 911,127 | +911,127 | 2018-06-30 | $579 | ~$579 | +0.00% | |||
| 10 | RYANAIR HLDGS PLC RYAAY | $441.6M | 4.57% | 3,866,003 | +146,752 | +3.95% | 4.27% | 2017-12-31 | $114 | ~$105 | +8.60% | |
| 11 | FERRARI N V | $160.7M | 1.66% | 1,190,092 | +56,734 | +5.01% | 1.28% | 2017-09-30 | $135 | ~$111 | +21.26% | |
| 12 | COSTCO WHSL CORP NEW COST | $127.5M | 1.32% | 610,152 | +100,575 | +19.74% | 0.90% | 2013-03-31 | $209 | ~$158 | +32.45% | |
| 13 | VISA INC V | $126.6M | 1.31% | 955,534 | +156,389 | +19.57% | 0.89% | 2016-03-31 | $132 | ~$92 | +44.08% | |
| 14 | COOPER COS INC | $111.1M | 1.15% | 471,725 | +77,945 | +19.79% | 0.84% | 2014-03-31 | $235 | ~$186 | +26.38% | |
| 15 | BOSTON SCIENTIFIC CORP BSX | $110.1M | 1.14% | 3,367,217 | +551,403 | +19.58% | 0.72% | 2016-09-30 | $33 | ~$26 | +27.63% | |
| 16 | AMPHENOL CORP NEW APH | $107.8M | 1.11% | 1,236,532 | +199,219 | +19.21% | 0.84% | 2014-12-31 | $87 | ~$68 | +28.29% | |
| 17 | STERIS PLC | $107.6M | 1.11% | 1,024,750 | +1,024,750 | 2018-06-30 | $105 | ~$105 | +0.00% | |||
| 18 | VERISK ANALYTICS INC VRSK | $97.0M | 1.00% | 901,346 | +147,146 | +19.51% | 0.73% | 2015-09-30 | $108 | ~$84 | +27.70% | |
| 19 | AMAZON COM INC AMZN | $96.9M | 1.00% | 56,999 | +9,064 | +18.91% | 0.65% | 2013-03-31 | $1,700 | ~$750 | +126.50% | |
| 20 | ECOLAB INC ECL | $93.3M | 0.97% | 665,039 | +107,913 | +19.37% | 0.71% | 2016-06-30 | $140 | ~$126 | +11.66% | |
| 21 | CANADIAN NATL RY CO CNI | $91.9M | 0.95% | 1,123,566 | +200,572 | +21.73% | 0.63% | 2013-03-31 | $82 | ~$68 | +20.91% | |
| 22 | MERCADOLIBRE INC MELI | $90.7M | 0.94% | 303,271 | +53,830 | +21.58% | 0.83% | 2013-03-31 | $299 | ~$166 | +79.71% | |
| 23 | CROWN CASTLE INTL CORP NEW CCI | $89.8M | 0.93% | 833,001 | +134,710 | +19.29% | 0.72% | 2015-12-31 | $108 | ~$97 | +11.25% | |
| 24 | STRYKER CORP SYK | $88.9M | 0.92% | 526,493 | +89,325 | +20.43% | 0.66% | 2018-03-31 | $169 | ~$162 | +4.50% | |
| 25 | FIRST REP BK SAN FRANCISCO C FRCB | $85.3M | 0.88% | 881,123 | +143,601 | +19.47% | 0.64% | 2017-03-31 | $97 | ~$95 | +1.89% | |
| 26 | TYLER TECHNOLOGIES INC TYL | $79.5M | 0.82% | 358,046 | +57,798 | +19.25% | 0.59% | 2016-06-30 | $222 | ~$176 | +26.29% | |
| 27 | ACTIVISION BLIZZARD INC ATVIEUR | $73.6M | 0.76% | 964,603 | +964,603 | 2018-06-30 | $76 | ~$76 | +0.00% | |||
| 28 | SCHWAB CHARLES CORP NEW SCHW | $68.7M | 0.71% | 1,344,795 | +223,103 | +19.89% | 0.55% | 2013-03-31 | $51 | ~$43 | +18.35% | |
| 29 | WEST PHARMACEUTICAL SVSC INC WST | $68.1M | 0.70% | 685,420 | +117,433 | +20.68% | 0.47% | 2018-03-31 | $99 | ~$89 | +11.27% | |
| 30 | EDWARDS LIFESCIENCES CORP EW | $66.3M | 0.69% | 455,377 | +453,031 | +19310.78% | 0.00% | 2016-12-31 | $146 | ~$142 | +2.33% |