Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2020-09-30
$28.49B
Positions
179
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 | $1.89B | 6.65% | 1,850,674 | -1,430,405 | -43.60% | 11.95% | 2018-03-31 | $1,023 | ~$140 | +630.22% | |
| 2 | LULULEMON ATHLETICA INC LULU | $1.66B | 5.84% | 5,054,756 | -2,847,325 | -36.03% | 9.46% | 2019-12-31 | $329 | ~$226 | +46.01% | |
| 3 | WEST PHARMACEUTICAL SVSC INC WST | $377.4M | 1.32% | 1,372,960 | -186,749 | -11.97% | 1.36% | 2018-03-31 | $275 | ~$113 | +144.26% | |
| 4 | YANDEX N V | $75.8M | 0.27% | 1,161,179 | -60,300 | -4.94% | 0.23% | 2013-06-30 | $65 | ~$37 | +76.51% | |
| 5 | GLOBANT S A | $30.7M | 0.11% | 171,132 | -15,980 | -8.54% | 0.11% | 2015-12-31 | $179 | ~$98 | +83.05% | |
| 6 | ENERSYS ENS | $15.6M | 0.05% | 231,954 | -81,452 | -25.99% | 0.08% | 2016-09-30 | $67 | ~$71 | -5.50% | |
| 7 | BEACON ROOFING SUPPLY INC BECNUSD | $15.5M | 0.05% | 497,544 | -111,631 | -18.32% | 0.06% | 2018-09-30 | $31 | ~$30 | +3.51% | |
| 8 | HEALTHCARE SVCS GROUP INC HCSG | $13.1M | 0.05% | 606,857 | -185,760 | -23.44% | 0.07% | 2019-09-30 | $22 | ~$24 | -11.33% | |
| 9 | LIVEPERSON INC LPSNUSD | $11.8M | 0.04% | 226,495 | -65,684 | -22.48% | 0.05% | 2019-06-30 | $52 | ~$32 | +61.06% | |
| 10 | ELASTIC N V | $11.8M | 0.04% | 109,100 | -22,605 | -17.16% | 0.05% | 2018-12-31 | $108 | ~$75 | +43.65% | |
| 11 | CHARLES RIV LABS INTL INC CRL | $11.0M | 0.04% | 48,747 | -3,652 | -6.97% | 0.04% | 2019-03-31 | $226 | ~$143 | +58.86% | |
| 12 | SHOCKWAVE MED INC SWAVUSD | $8.8M | 0.03% | 116,449 | -37,691 | -24.45% | 0.03% | 2019-09-30 | $76 | ~$37 | +103.50% | |
| 13 | TANDEM DIABETES CARE INC TNDM | $8.2M | 0.03% | 71,910 | -12,665 | -14.97% | 0.03% | 2019-06-30 | $114 | ~$61 | +86.54% | |
| 14 | SURGERY PARTNERS INC SGRY | $8.0M | 0.03% | 363,492 | -78,478 | -17.76% | 0.02% | 2019-03-31 | $22 | ~$10 | +117.75% | |
| 15 | EMERGENT BIOSOLUTIONS INC EBS | $6.8M | 0.02% | 65,844 | -39,417 | -37.45% | 0.03% | 2019-06-30 | $103 | ~$51 | +103.36% | |
| 16 | WINGSTOP INC WING | $4.7M | 0.02% | 34,086 | -17,467 | -33.88% | 0.03% | 2019-03-31 | $137 | ~$85 | +59.97% | |
| 17 | HALOZYME THERAPEUTICS INC HALO | $3.5M | 0.01% | 132,049 | -71,771 | -35.21% | 0.02% | 2019-03-31 | $26 | ~$17 | +53.02% | |
| 18 | ISHARES TR ACWX | $1.1M | 0.00% | 24,000 | -17,303 | -41.89% | 0.01% | 2018-12-31 | $46 | ~$43 | +8.21% | |
| 19 | SMITH A O CORP AOS | $535K | 0.00% | 10,137 | -4,178 | -29.19% | 0.00% | 2020-03-31 | $53 | ~$38 | +39.65% | |
| 20 | GRAPHIC PACKAGING HLDG CO GPK | $229K | 0.00% | 16,227 | -15,813 | -49.35% | 0.00% | 2020-03-31 | $14 | ~$12 | +15.64% |