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 | AMAZON COM INC AMZN | $3.3M | 0.01% | 1,062 | +0 | +0.00% | 0.01% | 2013-03-31 | $3,149 | ~$873 | +260.66% | |
| 2 | SIMULATIONS PLUS INC SLP | $3.2M | 0.01% | 42,218 | +0 | +0.00% | 0.01% | 2019-06-30 | $75 | ~$29 | +163.69% | |
| 3 | NETFLIX INC NFLX | $3.0M | 0.01% | 6,000 | +0 | +0.00% | 0.01% | 2019-03-31 | $500 | ~$355 | +40.83% | |
| 4 | BROWN & BROWN INC BRO | $870K | 0.00% | 19,215 | +0 | +0.00% | 0.00% | 2016-09-30 | $45 | ~$25 | +78.58% | |
| 5 | WORKDAY INC WDAY | $753K | 0.00% | 3,500 | +0 | +0.00% | 0.00% | 2015-06-30 | $215 | ~$77 | +179.97% | |
| 6 | CARMAX INC KMX | $598K | 0.00% | 6,505 | +0 | +0.00% | 0.00% | 2020-03-31 | $92 | ~$54 | +70.86% | |
| 7 | ZEBRA TECHNOLOGIES CORPORATI ZBRA | $572K | 0.00% | 2,265 | +0 | +0.00% | 0.00% | 2020-03-31 | $253 | ~$184 | +37.50% | |
| 8 | WATSCO INC WSO | $555K | 0.00% | 2,382 | +0 | +0.00% | 0.00% | 2020-03-31 | $233 | ~$158 | +47.61% | |
| 9 | GODADDY INC GDDY | $533K | 0.00% | 7,017 | +0 | +0.00% | 0.00% | 2020-03-31 | $76 | ~$57 | +32.92% | |
| 10 | ARAMARK ARMK | $486K | 0.00% | 18,378 | +0 | +0.00% | 0.00% | 2020-03-31 | $26 | ~$20 | +32.43% | |
| 11 | GLOBE LIFE INC GL | $467K | 0.00% | 5,842 | +0 | +0.00% | 0.00% | 2020-03-31 | $80 | ~$72 | +11.19% | |
| 12 | LINCOLN ELEC HLDGS INC LECO | $445K | 0.00% | 4,833 | +0 | +0.00% | 0.00% | 2020-03-31 | $92 | ~$69 | +33.63% | |
| 13 | AFFILIATED MANAGERS GROUP IN AMG | $400K | 0.00% | 5,850 | +0 | +0.00% | 0.00% | 2020-03-31 | $68 | ~$59 | +15.61% | |
| 14 | F M C CORP FMC | $365K | 0.00% | 3,442 | +0 | +0.00% | 0.00% | 2020-03-31 | $106 | ~$82 | +29.89% | |
| 15 | PTC INC PTC | $341K | 0.00% | 4,126 | +0 | +0.00% | 0.00% | 2020-03-31 | $83 | ~$61 | +34.78% | |
| 16 | SEI INVTS CO SEIC | $341K | 0.00% | 6,716 | +0 | +0.00% | 0.00% | 2020-03-31 | $51 | ~$46 | +9.65% | |
| 17 | MARKEL CORP MKL | $334K | 0.00% | 343 | +0 | +0.00% | 0.00% | 2020-03-31 | $974 | ~$927 | +5.03% | |
| 18 | IDEX CORP IEX | $314K | 0.00% | 1,723 | +0 | +0.00% | 0.00% | 2020-03-31 | $182 | ~$138 | +31.93% | |
| 19 | NETEASE INC NTES | $230K | 0.00% | 506 | +0 | +0.00% | 0.00% | 2020-06-30 | $455 | ~$429 | +5.99% |