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 | CANADIAN PAC RY LTD | $2.27B | 8.15% | 32,011,879 | -1,837,202 | -5.43% | 7.80% | 2013-09-30 | $71 | ~$210 | -66.12% | |
| 2 | ASML HOLDING N V | $1.56B | 5.61% | 3,225,869 | -190,340 | -5.57% | 6.37% | 2013-03-31 | $485 | ~$163 | +197.91% | |
| 3 | ACCENTURE PLC IRELAND | $1.52B | 5.44% | 5,418,492 | -321,332 | -5.60% | 5.40% | 2016-06-30 | $280 | ~$142 | +96.98% | |
| 4 | AON PLC | $1.49B | 5.36% | 5,558,579 | -320,761 | -5.46% | 5.35% | 2020-09-30 | $269 | ~$230 | +16.74% | |
| 5 | ICON PLC | $1.40B | 5.01% | 6,423,666 | -382,760 | -5.62% | 4.62% | 2015-06-30 | $217 | ~$158 | +37.81% | |
| 6 | RESMED INC RMD | $1.37B | 4.90% | 6,416,199 | -2,197,393 | -25.51% | 5.83% | 2018-12-31 | $213 | ~$123 | +73.54% | |
| 7 | STERIS PLC | $1.27B | 4.56% | 6,104,019 | -359,473 | -5.56% | 4.36% | 2019-03-31 | $208 | ~$144 | +45.07% | |
| 8 | LULULEMON ATHLETICA INC LULU | $1.21B | 4.34% | 4,275,427 | -266,129 | -5.86% | 4.63% | 2019-12-31 | $283 | ~$236 | +20.08% | |
| 9 | METTLER TOLEDO INTERNATIONAL MTD | $1.18B | 4.23% | 1,028,102 | -394,093 | -27.71% | 5.45% | 2018-06-30 | $1,146 | ~$664 | +72.64% | |
| 10 | TAIWAN SEMICONDUCTOR MFG LTD TSM | $932.5M | 3.34% | 11,147,971 | -590,394 | -5.03% | 3.42% | 2013-03-31 | $84 | ~$35 | +136.24% | |
| 11 | EPAM SYS INC EPAM | $817.4M | 2.93% | 2,659,477 | -189,603 | -6.65% | 2.36% | 2015-12-31 | $307 | ~$439 | -30.05% | |
| 12 | ATLASSIAN CORP PLC | $645.7M | 2.32% | 3,356,842 | -214,046 | -5.99% | 2.93% | 2021-09-30 | $192 | ~$333 | -42.20% | |
| 13 | THERMO FISHER SCIENTIFIC INC TMO | $590.4M | 2.12% | 1,101,735 | -41,184 | -3.60% | 1.88% | 2020-03-31 | $536 | ~$396 | +35.36% | |
| 14 | SHOPIFY INC SHOP | $488.3M | 1.75% | 14,775,238 | +12,964,310 | +715.89% | 3.42% | 2018-03-31 | $33 | ~$24 | +35.57% | |
| 15 | AMPHENOL CORP NEW APH | $450.5M | 1.62% | 6,999,087 | -237,163 | -3.28% | 1.52% | 2014-12-31 | $64 | ~$50 | +28.75% | |
| 16 | VISA INC V | $445.0M | 1.60% | 2,230,359 | -80,851 | -3.50% | 1.43% | 2016-03-31 | $200 | ~$152 | +31.38% | |
| 17 | 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% | |
| 18 | UNITEDHEALTH GROUP INC UNH | $414.9M | 1.49% | 804,542 | +804,542 | 2022-06-30 | $516 | ~$516 | +0.00% | |||
| 19 | SERVICENOW INC NOW | $395.1M | 1.42% | 826,985 | -31,235 | -3.64% | 1.33% | 2020-06-30 | $478 | ~$496 | -3.69% | |
| 20 | ALCON AG | $392.9M | 1.41% | 5,675,553 | -277,250 | -4.66% | 1.32% | 2019-06-30 | $69 | ~$62 | +12.32% | |
| 21 | FERRARI N V | $380.8M | 1.37% | 2,060,620 | -131,532 | -6.00% | 1.33% | 2017-09-30 | $185 | ~$170 | +8.49% | |
| 22 | CHURCH & DWIGHT CO INC CHD | $368.5M | 1.32% | 3,989,632 | -151,323 | -3.65% | 1.15% | 2019-12-31 | $92 | ~$81 | +13.44% | |
| 23 | WASTE CONNECTIONS INC WCN | $366.9M | 1.32% | 2,944,003 | +2,944,003 | 2022-06-30 | $125 | ~$125 | +0.00% | |||
| 24 | OLD DOMINION FREIGHT LINE IN ODFL | $350.7M | 1.26% | 1,373,820 | -585,151 | -29.87% | 1.63% | 2021-03-31 | $255 | ~$249 | +2.40% | |
| 25 | STRYKER CORPORATION SYK | $347.3M | 1.25% | 1,741,405 | -65,449 | -3.62% | 1.35% | 2018-03-31 | $199 | ~$209 | -4.62% | |
| 26 | WEST PHARMACEUTICAL SVSC INC WST | $330.1M | 1.18% | 1,102,039 | -424,442 | -27.81% | 1.75% | 2018-03-31 | $300 | ~$160 | +87.33% | |
| 27 | MICROSOFT CORP MSFT | $328.3M | 1.18% | 1,261,512 | -42,297 | -3.24% | 1.12% | 2022-03-31 | $260 | ~$309 | -15.76% | |
| 28 | LAM RESEARCH CORP LRCXEUR | $324.9M | 1.17% | 760,780 | -28,664 | -3.63% | 1.18% | 2021-09-30 | $427 | ~$594 | -28.15% | |
| 29 | GRACO INC GGG | $320.8M | 1.15% | 5,367,098 | -210,773 | -3.78% | 1.09% | 2016-12-31 | $60 | ~$54 | +10.01% | |
| 30 | NIKE INC NKE | $318.6M | 1.14% | 3,085,618 | -121,565 | -3.79% | 1.20% | 2013-03-31 | $103 | ~$110 | -6.49% |