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Fund detail

WCM Investment Management

growth, quality, international, active

Quarters 53
2020-03-31 $18.11B
Positions 180
Showing 30 of 45 rows (filtered from 202)

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 THERMO FISHER SCIENTIFIC INC TMO $136.7M 0.75% 481,842 +481,842 2020-03-31 $284 ~$284 +0.00%
2 MSCI INC MSCI $127.4M 0.70% 440,845 +440,845 2020-03-31 $289 ~$289 +0.00%
3 FERRARI N V $115.8M 0.64% 740,201 +740,201 2017-09-30 $156 ~$111 +40.47%
4 HEICO CORP NEW HEI/A $94.2M 0.52% 1,474,233 +1,474,233 2020-03-31 $64 ~$64 +0.00%
5 IDEXX LABS INC IDXX $70.5M 0.39% 290,890 +290,890 2020-03-31 $242 ~$242 +0.00%
6 FAIR ISAAC CORP FICO $65.8M 0.36% 213,779 +213,779 2020-03-31 $308 ~$308 +0.00%
7 WINGSTOP INC WING $7.6M 0.04% 95,921 +95,921 2019-03-31 $80 ~$85 -6.70%
8 LHC GROUP INC LHCGUSD $7.2M 0.04% 51,473 +51,473 2020-03-31 $140 ~$140 +0.00%
9 LANDSTAR SYS INC LSTR $6.5M 0.04% 68,291 +68,291 2020-03-31 $96 ~$96 +0.00%
10 MERIT MED SYS INC MMSI $6.0M 0.03% 192,735 +192,735 2019-03-31 $31 ~$34 -8.61%
11 EXACT SCIENCES CORP EXK $5.8M 0.03% 100,723 +100,723 2020-03-31 $58 ~$58 +0.00%
12 BRIGHTVIEW HLDGS INC BV $5.2M 0.03% 466,296 +466,296 2020-03-31 $11 ~$11 +0.00%
13 BOOT BARN HLDGS INC BOOT $4.8M 0.03% 368,576 +368,576 2020-03-31 $13 ~$13 +0.00%
14 US ECOLOGY INC ECOL $4.7M 0.03% 153,682 +153,682 2020-03-31 $30 ~$30 +0.00%
15 MEDALLIA INC MDLA $4.5M 0.02% 223,169 +223,169 2020-03-31 $20 ~$20 +0.00%
16 PLURALSIGHT INC $3.9M 0.02% 356,241 +356,241 2020-03-31 $11 ~$11 +0.00%
17 PROOFPOINT INC PFPT $3.5M 0.02% 33,626 +33,626 2020-03-31 $103 ~$103 +0.00%
18 ULTRAGENYX PHARMACEUTICAL IN RARE $2.7M 0.02% 61,571 +61,571 2020-03-31 $44 ~$44 +0.00%
19 FAR PT ACQUISITION CORP $2.5M 0.01% 249,095 +249,095 2020-03-31 $10 ~$10 +0.00%
20 AXSOME THERAPEUTICS INC AXSM $2.1M 0.01% 35,521 +35,521 2020-03-31 $59 ~$59 +0.00%
21 COHERUS BIOSCIENCES INC CHRS $2.0M 0.01% 121,554 +121,554 2020-03-31 $16 ~$16 +0.00%
22 BRIDGEBIO PHARMA INC BBIO $1.9M 0.01% 66,223 +66,223 2020-03-31 $29 ~$29 +0.00%
23 INSMED INC INSM $1.6M 0.01% 101,060 +101,060 2020-03-31 $16 ~$16 +0.00%
24 BROWN & BROWN INC BRO $696K 0.00% 19,215 +19,215 2016-09-30 $36 ~$25 +42.86%
25 EMERALD HOLDING INC EEX $557K 0.00% 215,197 +215,197 2020-03-31 $3 ~$3 +0.00%
26 SMITH A O CORP AOS $541K 0.00% 14,315 +14,315 2020-03-31 $38 ~$38 +0.00%
27 GLOBE LIFE INC GL $420K 0.00% 5,842 +5,842 2020-03-31 $72 ~$72 +0.00%
28 ZEBRA TECHNOLOGIES CORP ZBRA $416K 0.00% 2,265 +2,265 2020-03-31 $184 ~$184 +0.00%
29 GODADDY INC GDDY $401K 0.00% 7,017 +7,017 2020-03-31 $57 ~$57 +0.00%
30 GRAPHIC PACKAGING HLDG CO GPK $391K 0.00% 32,040 +32,040 2020-03-31 $12 ~$12 +0.00%