Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2022-06-30
$27.88B
Positions
202
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 | ALIBABA GROUP HLDG LTD | $0 | 0 | -3,303 | -100.00% | 0.00% | ||||||
| 2 | ANAPLAN INC | $0 | 0 | -208,436 | -100.00% | 0.04% | ||||||
| 3 | BEAM THERAPEUTICS INC | $0 | 0 | -78,157 | -100.00% | 0.01% | ||||||
| 4 | BIOHAVEN PHARMACTL HLDG CO L | $0 | 0 | -56,823 | -100.00% | 0.02% | ||||||
| 5 | BLOCK INC | $0 | 0 | -24,141 | -100.00% | 0.01% | ||||||
| 6 | CDK GLOBAL INC | $0 | 0 | -4,968 | -100.00% | 0.00% | ||||||
| 7 | CERIDIAN HCM HLDG INC | $0 | 0 | -3,042 | -100.00% | 0.00% | ||||||
| 8 | CHASE CORP | $0 | 0 | -58,986 | -100.00% | 0.01% | ||||||
| 9 | CRANE CO | $0 | 0 | -238,674 | -100.00% | 0.07% | ||||||
| 10 | ENERSYS | $0 | 0 | -231,022 | -100.00% | 0.05% | ||||||
| 11 | FAIR ISAAC CORP | $0 | 0 | -620,881 | -100.00% | 0.81% | ||||||
| 12 | FIRST REP BK SAN FRANCISCO C | $0 | 0 | -2,972,569 | -100.00% | 1.35% | ||||||
| 13 | IOVANCE BIOTHERAPEUTICS INC | $0 | 0 | -184,731 | -100.00% | 0.01% | ||||||
| 14 | LHC GROUP INC | $0 | 0 | -95,170 | -100.00% | 0.04% | ||||||
| 15 | MARRIOTT VACATIONS WORLDWIDE | $0 | 0 | -92,559 | -100.00% | 0.04% | ||||||
| 16 | MIRATI THERAPEUTICS INC | $0 | 0 | -30,639 | -100.00% | 0.01% | ||||||
| 17 | NEOGAMES S A | $0 | 0 | -585,100 | -100.00% | 0.03% | ||||||
| 18 | PACIFIC BIOSCIENCES CALIF IN | $0 | 0 | -679,803 | -100.00% | 0.02% | ||||||
| 19 | TOPBUILD CORP | $0 | 0 | -48,349 | -100.00% | 0.02% | ||||||
| 20 | UNILEVER PLC | $0 | 0 | -4,651 | -100.00% | 0.00% | ||||||
| 21 | UPLAND SOFTWARE INC | $0 | 0 | -420,011 | -100.00% | 0.02% |