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Fund detail

WCM Investment Management

growth, quality, international, active

Quarters 53
2021-12-31 $44.40B
Positions 205
Showing 16 of 16 rows (filtered from 220)

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 NOVO-NORDISK A S NVO $278.4M 0.63% 2,485,565 +2,485,565 2013-03-31 $112 ~$74 +51.63%
2 ISHARES TR EFA $138.4M 0.31% 1,759,013 +1,759,013 2013-12-31 $79 ~$76 +3.99%
3 NU HLDGS LTD $114.2M 0.26% 12,175,243 +12,175,243 2021-12-31 $9 ~$9 +0.00%
4 ENDAVA PLC DAVA $39.5M 0.09% 235,140 +235,140 2021-12-31 $168 ~$168 +0.00%
5 CI&T INC $32.5M 0.07% 2,735,629 +2,735,629 2021-12-31 $12 ~$12 +0.00%
6 TDCX INC $32.3M 0.07% 1,688,792 +1,688,792 2021-12-31 $19 ~$19 +0.00%
7 CIAN PLC CANPY $23.2M 0.05% 1,881,427 +1,881,427 2021-12-31 $12 ~$12 +0.00%
8 TEXAS ROADHOUSE INC TXRH $16.0M 0.04% 179,627 +179,627 2019-03-31 $89 ~$57 +57.04%
9 LESLIES INC $16.0M 0.04% 677,189 +677,189 2021-12-31 $24 ~$24 +0.00%
10 FIVE9 INC FIVN $12.5M 0.03% 91,351 +91,351 2019-03-31 $137 ~$82 +67.58%
11 HEALTH CATALYST INC HCAT $10.0M 0.02% 252,190 +252,190 2021-12-31 $40 ~$40 +0.00%
12 BEAM THERAPEUTICS INC BEAM $5.6M 0.01% 70,579 +70,579 2021-12-31 $80 ~$80 +0.00%
13 MIRATI THERAPEUTICS INC MRTXEUR $3.9M 0.01% 26,455 +26,455 2021-12-31 $147 ~$147 +0.00%
14 RYANAIR HOLDINGS PLC RYAAY $358K 0.00% 3,502 +3,502 2017-12-31 $102 ~$104 -1.84%
15 CERIDIAN HCM HLDG INC DAY $223K 0.00% 2,132 +2,132 2021-12-31 $105 ~$105 +0.00%
16 WIX COM LTD $204K 0.00% 1,296 +1,296 2019-03-31 $157 ~$125 +26.06%