Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2020-03-31
$18.11B
Positions
180
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 | 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% |