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 | 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% |