Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2021-06-30
$39.37B
Positions
196
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 | $2.92B | 7.43% | 2,002,071 | +16,854 | +0.85% | 6.02% | 2018-03-31 | $1,461 | ~$214 | +583.58% | |
| 2 | CANADIAN PAC RY LTD | $2.45B | 6.23% | 31,907,705 | +25,616,834 | +407.21% | 6.54% | 2013-09-30 | $77 | ~$218 | -64.72% | |
| 3 | RESMED INC RMD | $2.24B | 5.70% | 9,106,110 | +116,399 | +1.29% | 4.78% | 2018-12-31 | $247 | ~$123 | +100.94% | |
| 4 | METTLER TOLEDO INTERNATIONAL MTD | $2.00B | 5.09% | 1,446,786 | +16,485 | +1.15% | 4.53% | 2018-06-30 | $1,385 | ~$648 | +113.84% | |
| 5 | LULULEMON ATHLETICA INC LULU | $1.98B | 5.04% | 5,434,939 | +65,033 | +1.21% | 4.51% | 2019-12-31 | $365 | ~$233 | +56.53% | |
| 6 | EPAM SYS INC EPAM | $1.57B | 4.00% | 3,078,236 | +2,840,577 | +1195.23% | 0.26% | 2015-12-31 | $511 | ~$439 | +16.29% | |
| 7 | STERIS PLC | $1.41B | 3.59% | 6,854,535 | +89,973 | +1.33% | 3.53% | 2019-03-31 | $206 | ~$143 | +44.12% | |
| 8 | AON PLC | $1.10B | 2.80% | 4,619,723 | +63,616 | +1.40% | 2.87% | 2020-09-30 | $239 | ~$207 | +15.28% | |
| 9 | ICON PLC | $847.1M | 2.15% | 4,097,923 | +48,245 | +1.19% | 2.18% | 2015-06-30 | $207 | ~$100 | +107.30% | |
| 10 | STRYKER CORPORATION SYK | $706.9M | 1.80% | 2,721,652 | +568,957 | +26.43% | 1.44% | 2018-03-31 | $260 | ~$202 | +28.54% | |
| 11 | WEST PHARMACEUTICAL SVSC INC WST | $603.4M | 1.53% | 1,680,273 | +7,599 | +0.45% | 1.29% | 2018-03-31 | $359 | ~$143 | +150.57% | |
| 12 | SHERWIN WILLIAMS CO SHW | $548.6M | 1.39% | 2,013,455 | +1,517,566 | +306.03% | 1.00% | 2018-09-30 | $272 | ~$206 | +32.09% | |
| 13 | THERMO FISHER SCIENTIFIC INC TMO | $503.0M | 1.28% | 997,127 | +284,009 | +39.83% | 0.89% | 2020-03-31 | $504 | ~$370 | +36.47% | |
| 14 | FIRST REP BK SAN FRANCISCO C FRCB | $482.8M | 1.23% | 2,579,633 | +11,385 | +0.44% | 1.17% | 2017-03-31 | $187 | ~$104 | +80.75% | |
| 15 | FERRARI N V | $476.7M | 1.21% | 2,313,331 | +660,422 | +39.96% | 0.95% | 2017-09-30 | $206 | ~$168 | +22.69% | |
| 16 | ALCON AG | $444.8M | 1.13% | 6,330,911 | +314,832 | +5.23% | 1.16% | 2019-06-30 | $70 | ~$61 | +15.38% | |
| 17 | NIKE INC NKE | $432.2M | 1.10% | 2,797,748 | +6,887 | +0.25% | 1.02% | 2013-03-31 | $154 | ~$104 | +48.07% | |
| 18 | OLD DOMINION FREIGHT LINE IN ODFL | $431.3M | 1.10% | 1,699,544 | +551,348 | +48.02% | 0.76% | 2021-03-31 | $254 | ~$243 | +4.62% | |
| 19 | YANDEX N V | $152.4M | 0.39% | 2,153,999 | +220,792 | +11.42% | 0.34% | 2013-06-30 | $71 | ~$51 | +39.07% | |
| 20 | WNS HLDGS LTD WNSN | $133.1M | 0.34% | 1,666,677 | +154,358 | +10.21% | 0.30% | 2019-03-31 | $80 | ~$63 | +27.01% | |
| 21 | GRUPO AEROPORTUARIO DEL SURE ASR | $52.6M | 0.13% | 284,555 | +28,130 | +10.97% | 0.12% | 2017-03-31 | $185 | ~$145 | +27.81% | |
| 22 | XP INC | $48.9M | 0.12% | 1,123,614 | +111,523 | +11.02% | 0.10% | 2019-12-31 | $44 | ~$38 | +15.70% | |
| 23 | FOCUS FINL PARTNERS INC 2JE | $48.2M | 0.12% | 993,174 | +52,746 | +5.61% | 0.11% | 2019-12-31 | $49 | ~$31 | +54.89% | |
| 24 | EPLUS INC PLUS | $42.3M | 0.11% | 487,768 | +118,004 | +31.91% | 0.10% | 2018-12-31 | $87 | ~$82 | +6.35% | |
| 25 | UNIFIRST CORP MASS UNF | $40.1M | 0.10% | 171,047 | +10,957 | +6.84% | 0.10% | 2016-09-30 | $235 | ~$177 | +32.47% | |
| 26 | ENSTAR GROUP LIMITED | $35.3M | 0.09% | 147,624 | +9,162 | +6.62% | 0.09% | 2018-06-30 | $239 | ~$192 | +24.64% | |
| 27 | HEADHUNTER GROUP PLC HHR1USD | $34.8M | 0.09% | 820,839 | +268,743 | +48.68% | 0.05% | 2019-06-30 | $42 | ~$27 | +56.80% | |
| 28 | AMERICAS CAR-MART INC CRMT | $34.5M | 0.09% | 243,303 | +15,295 | +6.71% | 0.10% | 2016-03-31 | $142 | ~$80 | +76.60% | |
| 29 | VIRTUS INVT PARTNERS INC VRTS | $33.7M | 0.09% | 121,268 | +7,629 | +6.71% | 0.07% | 2016-09-30 | $278 | ~$116 | +139.29% | |
| 30 | CRANE CO CR1USD | $33.2M | 0.08% | 359,427 | +22,105 | +6.55% | 0.09% | 2018-06-30 | $92 | ~$78 | +19.08% |