Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2019-06-30
$15.95B
Positions
151
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 | $2.14B | 13.42% | 14,532,774 | +493,424 | +3.51% | 13.68% | 2016-03-31 | $147 | ~$136 | +8.33% | |
| 2 | SHOPIFY INC SHOP | $1.66B | 10.41% | 5,532,109 | -1,069,007 | -16.19% | 9.49% | 2018-03-31 | $300 | ~$137 | +118.41% | |
| 3 | HDFC BANK LTD HDB | $1.31B | 8.23% | 10,095,183 | +381,146 | +3.92% | 7.83% | 2015-09-30 | $130 | ~$74 | +74.60% | |
| 4 | METTLER TOLEDO INTERNATIONAL MTD | $1.30B | 8.16% | 1,548,699 | +52,874 | +3.53% | 7.52% | 2018-06-30 | $840 | ~$591 | +42.14% | |
| 5 | CANADIAN PAC RY LTD | $1.19B | 7.47% | 5,065,624 | +110,059 | +2.22% | 7.10% | 2013-09-30 | $235 | ~$158 | +49.16% | |
| 6 | ACCENTURE PLC IRELAND | $1.16B | 7.30% | 6,303,065 | +128,827 | +2.09% | 7.56% | 2016-06-30 | $185 | ~$126 | +47.08% | |
| 7 | TAIWAN SEMICONDUCTOR MFG LTD TSM | $1.01B | 6.32% | 25,737,901 | +926,095 | +3.73% | 7.07% | 2013-03-31 | $39 | ~$27 | +45.99% | |
| 8 | RESMED INC RMD | $880.5M | 5.52% | 7,215,810 | +156,013 | +2.21% | 5.11% | 2018-12-31 | $122 | ~$112 | +8.98% | |
| 9 | ASML HOLDING N V | $662.5M | 4.15% | 3,186,018 | +68,835 | +2.21% | 4.08% | 2013-03-31 | $208 | ~$104 | +100.08% | |
| 10 | ICON PLC | $522.2M | 3.27% | 3,391,296 | +73,167 | +2.21% | 3.15% | 2015-06-30 | $154 | ~$86 | +78.71% | |
| 11 | STERIS PLC | $384.4M | 2.41% | 2,612,727 | +229,928 | +9.65% | 2.11% | 2019-03-31 | $147 | ~$128 | +15.02% | |
| 12 | ALCON INC | $249.7M | 1.57% | 4,024,462 | +4,024,462 | 2019-06-30 | $62 | ~$62 | +0.00% | |||
| 13 | VISA INC V | $218.6M | 1.37% | 1,259,556 | +168,758 | +15.47% | 1.19% | 2016-03-31 | $174 | ~$107 | +62.19% | |
| 14 | COSTCO WHSL CORP NEW COST | $212.2M | 1.33% | 803,045 | +106,074 | +15.22% | 1.17% | 2013-03-31 | $264 | ~$177 | +49.16% | |
| 15 | BOSTON SCIENTIFIC CORP BSX | $190.1M | 1.19% | 4,422,942 | +599,627 | +15.68% | 1.02% | 2016-09-30 | $43 | ~$29 | +49.36% | |
| 16 | MERCADOLIBRE INC MELI | $186.4M | 1.17% | 304,754 | -45,402 | -12.97% | 1.24% | 2013-03-31 | $612 | ~$187 | +226.71% | |
| 17 | VERISK ANALYTICS INC VRSK | $174.1M | 1.09% | 1,188,546 | +158,870 | +15.43% | 0.95% | 2015-09-30 | $146 | ~$95 | +54.17% | |
| 18 | ECOLAB INC ECL | $173.4M | 1.09% | 878,009 | +117,963 | +15.52% | 0.93% | 2016-06-30 | $197 | ~$137 | +44.46% | |
| 19 | WEST PHARMACEUTICAL SVSC INC WST | $161.7M | 1.01% | 1,292,187 | +170,071 | +15.16% | 0.86% | 2018-03-31 | $125 | ~$100 | +24.71% | |
| 20 | FIRST REP BK SAN FRANCISCO C FRCB | $157.1M | 0.98% | 1,608,709 | +215,003 | +15.43% | 0.97% | 2017-03-31 | $98 | ~$96 | +2.05% | |
| 21 | AMPHENOL CORP NEW APH | $156.2M | 0.98% | 1,628,080 | +218,167 | +15.47% | 0.93% | 2014-12-31 | $96 | ~$74 | +29.99% | |
| 22 | ILLUMINA INC ILMN | $150.7M | 0.94% | 409,279 | +180,958 | +79.26% | 0.49% | 2018-09-30 | $368 | ~$353 | +4.27% | |
| 23 | CROWN CASTLE INTL CORP NEW CCI | $143.3M | 0.90% | 1,099,166 | +147,011 | +15.44% | 0.85% | 2015-12-31 | $130 | ~$103 | +26.95% | |
| 24 | STRYKER CORP SYK | $142.1M | 0.89% | 691,442 | +93,221 | +15.58% | 0.82% | 2018-03-31 | $206 | ~$168 | +22.47% | |
| 25 | CANADIAN NATL RY CO CNI | $139.6M | 0.87% | 1,508,977 | +209,020 | +16.08% | 0.81% | 2013-03-31 | $92 | ~$73 | +27.22% | |
| 26 | NETFLIX INC NFLX | $132.0M | 0.83% | 359,457 | +48,312 | +15.53% | 0.77% | 2019-03-31 | $367 | ~$357 | +2.81% | |
| 27 | COOPER COS INC | $118.4M | 0.74% | 351,437 | -183,768 | -34.34% | 1.10% | 2014-03-31 | $337 | ~$195 | +72.45% | |
| 28 | ANSYS INC AKX | $116.5M | 0.73% | 568,831 | +74,929 | +15.17% | 0.63% | 2019-03-31 | $205 | ~$184 | +11.21% | |
| 29 | SHERWIN WILLIAMS CO SHW | $97.7M | 0.61% | 213,108 | +28,891 | +15.68% | 0.55% | 2018-09-30 | $458 | ~$452 | +1.46% | |
| 30 | GRACO INC GGG | $97.0M | 0.61% | 1,932,293 | +177,159 | +10.09% | 0.60% | 2016-12-31 | $50 | ~$46 | +9.23% |