Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2019-12-31
$18.60B
Positions
157
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 | LULULEMON ATHLETICA INC LULU | $763.5M | 4.10% | 3,295,460 | +3,295,460 | 2019-12-31 | $232 | ~$232 | +0.00% | |||
| 2 | INTERCONTINENTAL EXCHANGE IN ICE | $109.5M | 0.59% | 1,183,131 | +1,183,131 | 2019-12-31 | $93 | ~$93 | +0.00% | |||
| 3 | CHURCH & DWIGHT INC CHD | $104.7M | 0.56% | 1,488,753 | +1,488,753 | 2019-12-31 | $70 | ~$70 | +0.00% | |||
| 4 | FOCUS FINL PARTNERS INC 2JE | $14.7M | 0.08% | 499,941 | +499,941 | 2019-12-31 | $29 | ~$29 | +0.00% | |||
| 5 | INTERXION HOLDING N.V | $7.5M | 0.04% | 89,321 | +89,321 | 2019-12-31 | $84 | ~$84 | +0.00% | |||
| 6 | AXON ENTERPRISE INC AXON | $5.8M | 0.03% | 78,843 | +78,843 | 2019-03-31 | $73 | ~$65 | +12.81% | |||
| 7 | NUVASIVE INC NUVAGBP | $5.1M | 0.03% | 65,987 | +65,987 | 2019-12-31 | $77 | ~$77 | +0.00% | |||
| 8 | SEMTECH CORP SMTC | $4.9M | 0.03% | 93,385 | +93,385 | 2019-12-31 | $53 | ~$53 | +0.00% | |||
| 9 | MAXIMUS INC MMS | $4.6M | 0.02% | 61,483 | +61,483 | 2016-09-30 | $74 | ~$66 | +13.36% | |||
| 10 | XP INC | $2.9M | 0.02% | 74,070 | +74,070 | 2019-12-31 | $39 | ~$39 | +0.00% | |||
| 11 | NATERA INC NTRA | $2.8M | 0.01% | 81,873 | +81,873 | 2019-12-31 | $34 | ~$34 | +0.00% | |||
| 12 | ARROWHEAD PHARMACEUTICALS IN ARWR | $2.2M | 0.01% | 33,910 | +33,910 | 2019-12-31 | $63 | ~$63 | +0.00% | |||
| 13 | ZOGENIX INC ZGNXEUR | $1.6M | 0.01% | 31,264 | +31,264 | 2019-12-31 | $52 | ~$52 | +0.00% | |||
| 14 | FATE THERAPEUTICS INC FATE | $1.6M | 0.01% | 80,651 | +80,651 | 2019-12-31 | $20 | ~$20 | +0.00% |