Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2019-03-31
$14.37B
Positions
142
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 | HDFC BANK LTD HDB | $1.13B | 7.83% | 9,714,037 | -25,210 | -0.26% | 9.02% | 2015-09-30 | $116 | ~$73 | +59.71% | |
| 2 | ACCENTURE PLC IRELAND | $1.09B | 7.56% | 6,174,238 | -49,633 | -0.80% | 7.85% | 2016-06-30 | $176 | ~$124 | +41.40% | |
| 3 | METTLER TOLEDO INTERNATIONAL MTD | $1.08B | 7.52% | 1,495,825 | -1,598 | -0.11% | 7.57% | 2018-06-30 | $723 | ~$584 | +23.75% | |
| 4 | ICON PLC | $453.2M | 3.15% | 3,318,129 | -1,953,957 | -37.06% | 6.09% | 2015-06-30 | $137 | ~$85 | +60.96% | |
| 5 | CORE LABORATORIES N V | $214.6M | 1.49% | 3,113,493 | -1,798,736 | -36.62% | 2.62% | 2013-03-31 | $69 | ~$119 | -42.20% | |
| 6 | BROWN & BROWN INC BRO | $8.8M | 0.06% | 299,169 | -8,230 | -2.68% | 0.08% | 2016-09-30 | $30 | ~$25 | +16.38% | |
| 7 | AZUL S A | $2.1M | 0.01% | 73,077 | -6,203 | -7.82% | 0.02% | 2018-12-31 | $29 | ~$28 | +5.52% | |
| 8 | AMAZON COM INC AMZN | $1.9M | 0.01% | 1,062 | -63,524 | -98.36% | 0.87% | 2013-03-31 | $1,781 | ~$873 | +103.95% | |
| 9 | ELASTIC N V | $1.5M | 0.01% | 18,472 | -1,586 | -7.91% | 0.01% | 2018-12-31 | $80 | ~$71 | +11.69% |