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 | SHOPIFY INC SHOP | $1.37B | 7.58% | 3,290,730 | -1,468,734 | -30.86% | 10.17% | 2018-03-31 | $417 | ~$140 | +197.62% | |
| 2 | COSTCO WHSL CORP NEW COST | $130.8M | 0.72% | 458,704 | -155,132 | -25.27% | 0.97% | 2013-03-31 | $285 | ~$177 | +60.94% | |
| 3 | ENERSYS ENS | $15.3M | 0.08% | 309,041 | -3,874 | -1.24% | 0.13% | 2016-09-30 | $50 | ~$71 | -30.48% | |
| 4 | ISHARES TR EFA | $10.4M | 0.06% | 193,766 | -260,500 | -57.35% | 0.17% | 2013-12-31 | $53 | ~$67 | -20.48% | |
| 5 | TABULA RASA HEALTHCARE INC TRHCEUR | $6.5M | 0.04% | 124,299 | -5,654 | -4.35% | 0.03% | 2019-09-30 | $52 | ~$52 | -0.31% | |
| 6 | NETFLIX INC NFLX | $6.5M | 0.04% | 17,291 | -355,640 | -95.36% | 0.65% | 2019-03-31 | $376 | ~$355 | +5.77% | |
| 7 | CYBERARK SOFTWARE LTD | $4.8M | 0.03% | 55,869 | -14,691 | -20.82% | 0.04% | 2019-09-30 | $86 | ~$101 | -15.15% | |
| 8 | TREX CO INC TREX | $4.8M | 0.03% | 59,466 | -274 | -0.46% | 0.03% | 2019-06-30 | $80 | ~$85 | -6.04% | |
| 9 | WIX COM LTD | $4.3M | 0.02% | 42,278 | -9,015 | -17.58% | 0.03% | 2019-03-31 | $101 | ~$125 | -19.27% | |
| 10 | TELADOC HEALTH INC TDOC | $3.9M | 0.02% | 25,438 | -13,481 | -34.64% | 0.02% | 2019-03-31 | $155 | ~$67 | +130.39% | |
| 11 | HEADHUNTER GROUP PLC HHR1USD | $3.7M | 0.02% | 232,724 | -47,810 | -17.04% | 0.03% | 2019-06-30 | $16 | ~$17 | -7.18% | |
| 12 | MSA SAFETY INC MSA | $3.7M | 0.02% | 36,654 | -17,891 | -32.80% | 0.04% | 2019-09-30 | $101 | ~$116 | -12.58% | |
| 13 | AMN HEALTHCARE SVCS INC AMN | $3.5M | 0.02% | 60,091 | -22,171 | -26.95% | 0.03% | 2019-09-30 | $58 | ~$59 | -2.49% | |
| 14 | SYNOPSYS INC SNPS | $1.1M | 0.01% | 8,461 | -3,812 | -31.06% | 0.01% | 2019-03-31 | $129 | ~$125 | +2.73% | |
| 15 | TRADEWEB MKTS INC TW | $578K | 0.00% | 13,741 | -6,185 | -31.04% | 0.00% | 2019-06-30 | $42 | ~$43 | -3.24% |