Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2019-09-30
$16.67B
Positions
152
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 | $2.60B | 15.59% | 16,091,448 | +1,558,674 | +10.73% | 13.42% | 2016-03-31 | $161 | ~$138 | +17.20% | |
| 2 | SHOPIFY INC SHOP | $1.47B | 8.79% | 4,701,092 | -831,017 | -15.02% | 10.41% | 2018-03-31 | $312 | ~$137 | +126.78% | |
| 3 | ACCENTURE PLC IRELAND | $1.29B | 7.73% | 6,698,914 | +395,849 | +6.28% | 7.30% | 2016-06-30 | $192 | ~$129 | +48.71% | |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD TSM | $1.27B | 7.61% | 27,285,756 | +1,547,855 | +6.01% | 6.32% | 2013-03-31 | $46 | ~$28 | +67.56% | |
| 5 | HDFC BANK LTD HDB | $1.22B | 7.33% | 21,418,483 | +11,323,300 | +112.17% | 8.23% | 2015-09-30 | $57 | ~$39 | +47.79% | |
| 6 | CANADIAN PAC RY LTD | $1.20B | 7.18% | 5,380,761 | +315,137 | +6.22% | 7.47% | 2013-09-30 | $222 | ~$162 | +37.43% | |
| 7 | RESMED INC RMD | $1.04B | 6.21% | 7,666,764 | +450,954 | +6.25% | 5.52% | 2018-12-31 | $135 | ~$113 | +19.62% | |
| 8 | ASML HOLDING N V | $836.2M | 5.02% | 3,365,955 | +179,937 | +5.65% | 4.15% | 2013-03-31 | $248 | ~$111 | +124.68% | |
| 9 | METTLER TOLEDO INTERNATIONAL MTD | $826.8M | 4.96% | 1,173,731 | -374,968 | -24.21% | 8.16% | 2018-06-30 | $704 | ~$591 | +19.20% | |
| 10 | ICON PLC | $529.7M | 3.18% | 3,595,030 | +203,734 | +6.01% | 3.27% | 2015-06-30 | $147 | ~$90 | +64.05% | |
| 11 | STERIS PLC | $390.7M | 2.34% | 2,704,006 | +91,279 | +3.49% | 2.41% | 2019-03-31 | $144 | ~$129 | +12.44% | |
| 12 | ALCON INC | $256.8M | 1.54% | 4,405,375 | +380,913 | +9.46% | 1.57% | 2019-06-30 | $58 | ~$62 | -5.81% | |
| 13 | VISA INC V | $228.3M | 1.37% | 1,326,977 | +67,421 | +5.35% | 1.37% | 2016-03-31 | $172 | ~$110 | +55.89% | |
| 14 | WEST PHARMACEUTICAL SVSC INC WST | $192.0M | 1.15% | 1,353,495 | +61,308 | +4.74% | 1.01% | 2018-03-31 | $142 | ~$102 | +39.24% | |
| 15 | BOSTON SCIENTIFIC CORP BSX | $189.4M | 1.14% | 4,655,930 | +232,988 | +5.27% | 1.19% | 2016-09-30 | $41 | ~$29 | +38.27% | |
| 16 | MERCADOLIBRE INC MELI | $186.4M | 1.12% | 338,181 | +33,427 | +10.97% | 1.17% | 2013-03-31 | $551 | ~$226 | +143.67% | |
| 17 | ECOLAB INC ECL | $182.4M | 1.09% | 921,279 | +43,270 | +4.93% | 1.09% | 2016-06-30 | $198 | ~$140 | +41.92% | |
| 18 | COSTCO WHSL CORP NEW COST | $179.4M | 1.08% | 622,563 | -180,482 | -22.47% | 1.33% | 2013-03-31 | $288 | ~$177 | +62.62% | |
| 19 | MCDONALDS CORP MCD | $164.6M | 0.99% | 766,414 | +766,414 | 2013-03-31 | $215 | ~$156 | +37.83% | |||
| 20 | FIRST REP BK SAN FRANCISCO C FRCB | $163.6M | 0.98% | 1,691,804 | +83,095 | +5.17% | 0.98% | 2017-03-31 | $97 | ~$96 | +0.98% | |
| 21 | CROWN CASTLE INTL CORP NEW CCI | $161.4M | 0.97% | 1,161,400 | +62,234 | +5.66% | 0.90% | 2015-12-31 | $139 | ~$104 | +33.15% | |
| 22 | STRYKER CORP SYK | $157.7M | 0.95% | 729,240 | +37,798 | +5.47% | 0.89% | 2018-03-31 | $216 | ~$170 | +27.17% | |
| 23 | CANADIAN NATL RY CO CNI | $141.4M | 0.85% | 1,573,638 | +64,661 | +4.29% | 0.87% | 2013-03-31 | $90 | ~$73 | +22.34% | |
| 24 | VERISK ANALYTICS INC VRSK | $136.9M | 0.82% | 865,928 | -322,618 | -27.14% | 1.09% | 2015-09-30 | $158 | ~$95 | +66.46% | |
| 25 | AMPHENOL CORP NEW APH | $133.9M | 0.80% | 1,387,947 | -240,133 | -14.75% | 0.98% | 2014-12-31 | $97 | ~$74 | +30.75% | |
| 26 | ANSYS INC AKX | $132.9M | 0.80% | 600,528 | +31,697 | +5.57% | 0.73% | 2019-03-31 | $221 | ~$186 | +19.21% | |
| 27 | ILLUMINA INC ILMN | $130.6M | 0.78% | 429,220 | +19,941 | +4.87% | 0.94% | 2018-09-30 | $304 | ~$352 | -13.64% | |
| 28 | SHERWIN WILLIAMS CO SHW | $123.8M | 0.74% | 225,193 | +12,085 | +5.67% | 0.61% | 2018-09-30 | $550 | ~$455 | +20.98% | |
| 29 | SMITH & NEPHEW PLC SNN | $123.4M | 0.74% | 2,563,672 | +2,563,672 | 2019-09-30 | $48 | ~$48 | +0.00% | |||
| 30 | COOPER COS INC | $110.0M | 0.66% | 370,351 | +18,914 | +5.38% | 0.74% | 2014-03-31 | $297 | ~$202 | +47.35% |