Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2018-09-30
$11.16B
Positions
78
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 | TAIWAN SEMICONDUCTOR MFG LTD TSM | $1.04B | 9.31% | 23,540,605 | +903,416 | +3.99% | 8.56% | 2013-03-31 | $44 | ~$26 | +72.62% | |
| 2 | SHOPIFY INC SHOP | $1.03B | 9.20% | 6,241,877 | +439,208 | +7.57% | 8.75% | 2018-03-31 | $164 | ~$137 | +20.38% | |
| 3 | ACCENTURE PLC IRELAND | $1.01B | 9.00% | 5,905,897 | +212,432 | +3.73% | 9.63% | 2016-06-30 | $170 | ~$123 | +38.59% | |
| 4 | CANADIAN PAC RY LTD | $994.8M | 8.91% | 4,693,885 | +348,114 | +8.01% | 8.22% | 2013-09-30 | $212 | ~$154 | +37.47% | |
| 5 | CHUBB LIMITED | $896.3M | 8.03% | 6,706,938 | +251,602 | +3.90% | 8.48% | 2016-03-31 | $134 | ~$137 | -2.44% | |
| 6 | HDFC BANK LTD HDB | $865.5M | 7.75% | 9,197,532 | +353,563 | +4.00% | 9.60% | 2015-09-30 | $94 | ~$71 | +32.48% | |
| 7 | METTLER TOLEDO INTERNATIONAL MTD | $863.4M | 7.73% | 1,417,856 | +506,729 | +55.62% | 5.45% | 2018-06-30 | $609 | ~$584 | +4.27% | |
| 8 | ICON PLC | $768.9M | 6.89% | 5,000,711 | +367,131 | +7.92% | 6.35% | 2015-06-30 | $154 | ~$82 | +88.00% | |
| 9 | RYANAIR HLDGS PLC RYAAY | $399.7M | 3.58% | 4,161,465 | +295,462 | +7.64% | 4.57% | 2017-12-31 | $96 | ~$105 | -8.69% | |
| 10 | STERIS PLC | $260.6M | 2.33% | 2,278,403 | +1,253,653 | +122.34% | 1.11% | 2018-06-30 | $114 | ~$108 | +6.33% | |
| 11 | VISA INC V | $151.8M | 1.36% | 1,011,188 | +55,654 | +5.82% | 1.31% | 2016-03-31 | $150 | ~$95 | +58.58% | |
| 12 | COSTCO WHSL CORP NEW COST | $151.7M | 1.36% | 645,718 | +35,566 | +5.83% | 1.32% | 2013-03-31 | $235 | ~$161 | +45.61% | |
| 13 | COOPER COS INC | $137.5M | 1.23% | 496,041 | +24,316 | +5.15% | 1.15% | 2014-03-31 | $277 | ~$190 | +46.08% | |
| 14 | BOSTON SCIENTIFIC CORP BSX | $136.4M | 1.22% | 3,542,684 | +175,467 | +5.21% | 1.14% | 2016-09-30 | $38 | ~$26 | +47.42% | |
| 15 | WEST PHARMACEUTICAL SVSC INC WST | $127.9M | 1.15% | 1,036,034 | +350,614 | +51.15% | 0.70% | 2018-03-31 | $123 | ~$97 | +27.65% | |
| 16 | FIRST REP BK SAN FRANCISCO C FRCB | $124.0M | 1.11% | 1,291,526 | +410,403 | +46.58% | 0.88% | 2017-03-31 | $96 | ~$95 | +0.59% | |
| 17 | AMPHENOL CORP NEW APH | $123.0M | 1.10% | 1,308,703 | +72,171 | +5.84% | 1.11% | 2014-12-31 | $94 | ~$69 | +35.91% | |
| 18 | AMAZON COM INC AMZN | $120.6M | 1.08% | 60,202 | +3,203 | +5.62% | 1.00% | 2013-03-31 | $2,003 | ~$809 | +147.58% | |
| 19 | VERISK ANALYTICS INC VRSK | $115.2M | 1.03% | 955,659 | +54,313 | +6.03% | 1.00% | 2015-09-30 | $121 | ~$86 | +40.20% | |
| 20 | ECOLAB INC ECL | $110.2M | 0.99% | 702,841 | +37,802 | +5.68% | 0.97% | 2016-06-30 | $157 | ~$127 | +23.53% | |
| 21 | MERCADOLIBRE INC MELI | $109.3M | 0.98% | 321,033 | +17,762 | +5.86% | 0.94% | 2013-03-31 | $340 | ~$175 | +94.75% | |
| 22 | CANADIAN NATL RY CO CNI | $107.0M | 0.96% | 1,191,430 | +67,864 | +6.04% | 0.95% | 2013-03-31 | $90 | ~$69 | +30.82% | |
| 23 | STRYKER CORP SYK | $98.2M | 0.88% | 552,689 | +26,196 | +4.98% | 0.92% | 2018-03-31 | $178 | ~$162 | +9.58% | |
| 24 | CROWN CASTLE INTL CORP NEW CCI | $98.0M | 0.88% | 879,866 | +46,865 | +5.63% | 0.93% | 2015-12-31 | $111 | ~$98 | +14.08% | |
| 25 | ACTIVISION BLIZZARD INC ATVIEUR | $84.7M | 0.76% | 1,018,054 | +53,451 | +5.54% | 0.76% | 2018-06-30 | $83 | ~$77 | +8.74% | |
| 26 | GRACO INC GGG | $74.7M | 0.67% | 1,611,268 | +1,565,581 | +3426.75% | 0.02% | 2016-12-31 | $46 | ~$46 | +1.54% | |
| 27 | AGILENT TECHNOLOGIES INC A | $72.5M | 0.65% | 1,027,328 | +48,136 | +4.92% | 0.63% | 2017-06-30 | $71 | ~$61 | +15.33% | |
| 28 | SCHWAB CHARLES CORP NEW SCHW | $69.8M | 0.63% | 1,420,608 | +75,813 | +5.64% | 0.71% | 2013-03-31 | $49 | ~$44 | +12.87% | |
| 29 | SCHLUMBERGER LTD SLB | $63.6M | 0.57% | 1,043,637 | +55,785 | +5.65% | 0.68% | 2015-12-31 | $61 | ~$71 | -14.79% | |
| 30 | AMERICAS CAR MART INC CRMT | $12.9M | 0.12% | 164,704 | +26,021 | +18.76% | 0.09% | 2016-03-31 | $78 | ~$41 | +92.67% |