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 | SHOPIFY INC SHOP | $488.3M | 1.75% | 14,775,238 | +12,964,310 | +715.89% | 3.42% | 2018-03-31 | $33 | ~$24 | +35.57% | |
| 2 | NOVO-NORDISK A S NVO | $423.8M | 1.52% | 3,850,053 | +999,342 | +35.06% | 0.88% | 2013-03-31 | $110 | ~$87 | +26.58% | |
| 3 | FERGUSON PLC NEW | $198.1M | 0.71% | 1,738,418 | +5,888 | +0.34% | 0.65% | 2022-03-31 | $114 | ~$134 | -15.02% | |
| 4 | ISHARES TR EFA | $179.8M | 0.64% | 2,862,063 | +1,848,638 | +182.41% | 0.21% | 2013-12-31 | $63 | ~$71 | -11.32% | |
| 5 | BILL COM HLDGS INC BILL | $161.5M | 0.58% | 1,409,684 | +46,526 | +3.41% | 0.86% | 2021-06-30 | $115 | ~$235 | -51.34% | |
| 6 | GLOBANT S A | $69.3M | 0.25% | 380,645 | +44,583 | +13.27% | 0.25% | 2015-12-31 | $182 | ~$182 | +0.22% | |
| 7 | PROCORE TECHNOLOGIES INC PCOR | $29.8M | 0.11% | 629,444 | +47,396 | +8.14% | 0.09% | 2021-06-30 | $47 | ~$86 | -44.59% | |
| 8 | AZENTA INC AZTA | $25.4M | 0.09% | 354,710 | +5,565 | +1.59% | 0.08% | 2013-03-31 | $72 | ~$88 | -18.79% | |
| 9 | LESLIES INC | $24.2M | 0.09% | 1,579,304 | +429,066 | +37.30% | 0.06% | 2021-12-31 | $15 | ~$21 | -27.99% | |
| 10 | CONTROLADORA VUELA COMP DE A VLRS | $19.7M | 0.07% | 1,825,858 | +123,521 | +7.26% | 0.09% | 2021-09-30 | $11 | ~$21 | -48.41% | |
| 11 | PLANET FITNESS INC PLNT | $15.2M | 0.05% | 222,850 | +109 | +0.05% | 0.05% | 2019-03-31 | $68 | ~$72 | -4.58% | |
| 12 | WEX INC WEX | $15.1M | 0.05% | 95,591 | +96 | +0.10% | 0.05% | 2020-06-30 | $158 | ~$173 | -8.71% | |
| 13 | TETRA TECH INC NEW TTEK | $14.2M | 0.05% | 105,611 | +51 | +0.05% | 0.05% | 2019-03-31 | $135 | ~$93 | +45.50% | |
| 14 | SHOCKWAVE MED INC SWAVUSD | $14.0M | 0.05% | 72,008 | +13,345 | +22.75% | 0.03% | 2019-09-30 | $194 | ~$87 | +124.16% | |
| 15 | MERCURY SYS INC MRCY | $13.6M | 0.05% | 222,385 | +34 | +0.02% | 0.04% | 2019-03-31 | $61 | ~$70 | -12.82% | |
| 16 | PRIMERICA INC PRI | $13.4M | 0.05% | 112,596 | +23,716 | +26.68% | 0.03% | 2019-03-31 | $119 | ~$128 | -7.19% | |
| 17 | SPROUT SOCIAL INC SPT | $13.0M | 0.05% | 221,386 | +108,339 | +95.84% | 0.03% | 2021-03-31 | $59 | ~$66 | -10.67% | |
| 18 | AXON ENTERPRISE INC AXON | $13.0M | 0.05% | 136,020 | +35,817 | +35.74% | 0.04% | 2019-03-31 | $96 | ~$96 | -0.84% | |
| 19 | SCIENCE APPLICATIONS INTL CO SAIC | $12.8M | 0.05% | 139,398 | +17,398 | +14.26% | 0.03% | 2020-06-30 | $92 | ~$80 | +14.86% | |
| 20 | EURONET WORLDWIDE INC EEFT | $12.4M | 0.04% | 120,543 | +21 | +0.02% | 0.04% | 2019-03-31 | $103 | ~$141 | -26.95% | |
| 21 | FIVE9 INC FIVN | $12.3M | 0.04% | 131,930 | +95 | +0.07% | 0.04% | 2019-03-31 | $94 | ~$95 | -1.28% | |
| 22 | NUVASIVE INC NUVAGBP | $12.3M | 0.04% | 246,434 | +239 | +0.10% | 0.04% | 2019-12-31 | $50 | ~$61 | -18.10% | |
| 23 | CALLAWAY GOLF CO CALY | $12.1M | 0.04% | 594,187 | +39 | +0.01% | 0.04% | 2019-03-31 | $20 | ~$14 | +45.36% | |
| 24 | ADAPTHEALTH CORP AHCO | $12.1M | 0.04% | 652,506 | +129,102 | +24.67% | 0.02% | 2021-03-31 | $19 | ~$27 | -31.06% | |
| 25 | TIMKEN CO TKR | $12.0M | 0.04% | 223,938 | +300 | +0.13% | 0.04% | 2020-12-31 | $53 | ~$74 | -27.98% | |
| 26 | SPS COMM INC SPSC | $11.9M | 0.04% | 103,864 | +94 | +0.09% | 0.04% | 2022-03-31 | $114 | ~$131 | -12.75% | |
| 27 | SAIA INC SAIA | $11.5M | 0.04% | 62,710 | +10,513 | +20.14% | 0.04% | 2013-03-31 | $184 | ~$83 | +121.41% | |
| 28 | WINGSTOP INC WING | $11.5M | 0.04% | 150,276 | +44,436 | +41.98% | 0.03% | 2019-03-31 | $76 | ~$114 | -33.38% | |
| 29 | INGEVITY CORP NGVT | $11.4M | 0.04% | 180,729 | +147 | +0.08% | 0.03% | 2019-03-31 | $63 | ~$71 | -11.51% | |
| 30 | SMARTSHEET INC SMARGBP | $11.0M | 0.04% | 349,998 | +58,780 | +20.18% | 0.04% | 2021-09-30 | $31 | ~$65 | -51.65% |