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Fund detail

WCM Investment Management

growth, quality, international, active

Quarters 53
2021-06-30 $39.37B
Positions 196
Showing 16 of 16 rows (filtered from 212)

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 $3.7M 0.01% 1,069 +0 +0.00% 0.01% 2013-03-31 $3,441 ~$888 +287.39%
2 NETFLIX INC NFLX $3.2M 0.01% 6,000 +0 +0.00% 0.01% 2019-03-31 $528 ~$355 +48.76%
3 SIMULATIONS PLUS INC SLP $2.2M 0.01% 40,078 +0 +0.00% 0.01% 2019-06-30 $55 ~$29 +92.13%
4 ILLUMINA INC ILMN $1.6M 0.00% 3,308 +0 +0.00% 0.00% 2018-09-30 $473 ~$346 +36.67%
5 CDK GLOBAL INC CDK $1.5M 0.00% 29,616 +0 +0.00% 0.00% 2020-03-31 $50 ~$41 +21.51%
6 BROWN & BROWN INC BRO $1.2M 0.00% 22,204 +0 +0.00% 0.00% 2016-09-30 $53 ~$28 +88.43%
7 CARMAX INC KMX $969K 0.00% 7,505 +0 +0.00% 0.00% 2020-03-31 $129 ~$61 +110.80%
8 CARLISLE COS INC CSL $882K 0.00% 4,611 +0 +0.00% 0.00% 2020-03-31 $191 ~$128 +49.76%
9 SMITH A O CORP AOS $845K 0.00% 11,732 +0 +0.00% 0.00% 2020-03-31 $72 ~$41 +76.60%
10 WORKDAY INC WDAY $836K 0.00% 3,500 +0 +0.00% 0.00% 2015-06-30 $239 ~$77 +210.83%
11 ZEBRA TECHNOLOGIES CORPORATI ZBRA $793K 0.00% 1,498 +0 +0.00% 0.00% 2020-03-31 $529 ~$188 +182.28%
12 WATSCO INC WSO $791K 0.00% 2,760 +0 +0.00% 0.00% 2020-03-31 $287 ~$169 +69.31%
13 LINCOLN ELEC HLDGS INC LECO $758K 0.00% 5,757 +0 +0.00% 0.00% 2020-03-31 $132 ~$77 +71.83%
14 PTC INC PTC $673K 0.00% 4,761 +0 +0.00% 0.00% 2020-03-31 $141 ~$70 +103.10%
15 IDEX CORP IEX $440K 0.00% 1,999 +0 +0.00% 0.00% 2020-03-31 $220 ~$147 +49.85%
16 FMC CORP FMC $429K 0.00% 3,961 +0 +0.00% 0.00% 2020-03-31 $108 ~$86 +26.44%