Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2020-12-31
$36.78B
Positions
193
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 | ANSYS INC AKX | $201.1M | 0.55% | 552,715 | -197,874 | -26.36% | 0.86% | 2019-03-31 | $364 | ~$205 | +77.31% | |
| 2 | VIRTUS INVT PARTNERS INC VRTS | $38.7M | 0.11% | 178,564 | -6,274 | -3.39% | 0.09% | 2016-09-30 | $217 | ~$107 | +103.47% | |
| 3 | FOCUS FINL PARTNERS INC 2JE | $36.6M | 0.10% | 842,207 | -25,135 | -2.90% | 0.10% | 2019-12-31 | $43 | ~$29 | +49.27% | |
| 4 | AMERICAS CAR-MART INC CRMT | $21.9M | 0.06% | 199,826 | -10,749 | -5.10% | 0.06% | 2016-03-31 | $110 | ~$68 | +61.61% | |
| 5 | AZUL S A | $17.0M | 0.05% | 746,802 | -22,441 | -2.92% | 0.04% | 2018-12-31 | $23 | ~$18 | +28.59% | |
| 6 | PINNACLE FINL PARTNERS INC | $14.3M | 0.04% | 221,687 | -80 | -0.04% | 0.03% | 2020-06-30 | $64 | ~$41 | +56.59% | |
| 7 | MERCURY SYS INC MRCY | $14.3M | 0.04% | 161,890 | -218 | -0.13% | 0.04% | 2019-03-31 | $88 | ~$74 | +18.25% | |
| 8 | CAESARS ENTERTAINMENT INC NE CZR | $14.2M | 0.04% | 191,267 | -277 | -0.14% | 0.04% | 2020-09-30 | $74 | ~$56 | +32.48% | |
| 9 | MARRIOTT VACTINS WORLDWID CO VAC | $13.0M | 0.04% | 94,562 | -38,082 | -28.71% | 0.04% | 2019-03-31 | $137 | ~$96 | +42.80% | |
| 10 | BOOT BARN HLDGS INC BOOT | $12.6M | 0.03% | 290,607 | -100,714 | -25.74% | 0.04% | 2020-03-31 | $43 | ~$13 | +224.13% | |
| 11 | SEMTECH CORP SMTC | $11.7M | 0.03% | 161,921 | -63,444 | -28.15% | 0.04% | 2019-12-31 | $72 | ~$49 | +48.44% | |
| 12 | TOPBUILD CORP BLD | $9.8M | 0.03% | 53,194 | -15,693 | -22.78% | 0.04% | 2020-06-30 | $184 | ~$115 | +60.74% | |
| 13 | BOSTON SCIENTIFIC CORP BSX | $9.2M | 0.03% | 255,987 | -3,873,547 | -93.80% | 0.55% | 2016-09-30 | $36 | ~$31 | +16.99% | |
| 14 | SHOCKWAVE MED INC SWAVUSD | $8.8M | 0.02% | 85,298 | -31,151 | -26.75% | 0.03% | 2019-09-30 | $104 | ~$37 | +178.45% | |
| 15 | FATE THERAPEUTICS INC FATE | $8.6M | 0.02% | 94,189 | -30,999 | -24.76% | 0.02% | 2019-12-31 | $91 | ~$21 | +327.83% | |
| 16 | REPLIGEN CORP RGEN | $8.2M | 0.02% | 42,804 | -14,783 | -25.67% | 0.03% | 2019-09-30 | $192 | ~$89 | +115.77% | |
| 17 | IOVANCE BIOTHERAPEUTICS INC IOVA | $7.2M | 0.02% | 155,090 | -57,327 | -26.99% | 0.02% | 2019-09-30 | $46 | ~$26 | +79.93% | |
| 18 | SURGERY PARTNERS INC SGRY | $6.9M | 0.02% | 238,513 | -124,979 | -34.38% | 0.03% | 2019-03-31 | $29 | ~$10 | +188.45% | |
| 19 | MAXIMUS INC MMS | $6.6M | 0.02% | 90,555 | -140 | -0.15% | 0.02% | 2016-09-30 | $73 | ~$66 | +11.29% | |
| 20 | KODIAK SCIENCES INC KOD | $6.6M | 0.02% | 44,654 | -33,322 | -42.73% | 0.02% | 2020-06-30 | $147 | ~$56 | +164.67% | |
| 21 | COOPER COS INC | $5.5M | 0.01% | 15,184 | -454,702 | -96.77% | 0.56% | 2014-03-31 | $363 | ~$222 | +63.40% | |
| 22 | CHEMOCENTRYX INC CCXIEUR | $4.6M | 0.01% | 74,059 | -49 | -0.07% | 0.01% | 2020-09-30 | $62 | ~$55 | +13.00% | |
| 23 | PENUMBRA INC PEN | $3.4M | 0.01% | 19,663 | -13,357 | -40.45% | 0.02% | 2019-03-31 | $175 | ~$153 | +14.12% | |
| 24 | SIMULATIONS PLUS INC SLP | $2.9M | 0.01% | 40,078 | -2,140 | -5.07% | 0.01% | 2019-06-30 | $72 | ~$29 | +151.58% | |
| 25 | ILLUMINA INC ILMN | $1.2M | 0.00% | 3,318 | -537,819 | -99.39% | 0.59% | 2018-09-30 | $370 | ~$346 | +6.92% | |
| 26 | CROWN CASTLE INTL CORP NEW CCI | $1.1M | 0.00% | 6,630 | -1,437,324 | -99.54% | 0.84% | 2015-12-31 | $159 | ~$116 | +37.50% | |
| 27 | VAIL RESORTS INC MTN | $620K | 0.00% | 2,223 | -40 | -1.77% | 0.00% | 2020-03-31 | $279 | ~$150 | +86.43% | |
| 28 | ELASTIC N V | $582K | 0.00% | 3,981 | -105,119 | -96.35% | 0.04% | 2018-12-31 | $146 | ~$75 | +94.64% | |
| 29 | NICE LTD NICE | $278K | 0.00% | 981 | -494 | -33.49% | 0.00% | 2019-03-31 | $283 | ~$125 | +126.92% |