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Fund detail

WCM Investment Management

growth, quality, international, active

Quarters 53
2022-09-30 $27.86B
Positions 195
Showing 30 of 41 rows (filtered from 212)

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 $2.15B 7.71% 31,285,643 -726,236 -2.27% 8.15% 2013-09-30 $69 ~$210 -67.25%
2 AON PLC $1.43B 5.14% 5,280,665 -277,914 -5.00% 5.36% 2020-09-30 $271 ~$230 +17.64%
3 ACCENTURE PLC IRELAND $1.34B 4.81% 5,193,089 -225,403 -4.16% 5.44% 2016-06-30 $258 ~$142 +81.82%
4 ASML HOLDING N V $1.32B 4.74% 3,089,503 -136,366 -4.23% 5.61% 2013-03-31 $428 ~$163 +162.97%
5 RESMED INC RMD $1.27B 4.56% 5,816,958 -599,241 -9.34% 4.90% 2018-12-31 $218 ~$123 +78.06%
6 LULULEMON ATHLETICA INC LULU $1.23B 4.43% 4,108,972 -166,455 -3.89% 4.34% 2019-12-31 $300 ~$236 +27.40%
7 ICON PLC $1.14B 4.08% 6,171,668 -251,998 -3.92% 5.01% 2015-06-30 $184 ~$158 +16.72%
8 METTLER TOLEDO INTERNATIONAL MTD $1.06B 3.82% 970,284 -57,818 -5.62% 4.23% 2018-06-30 $1,097 ~$664 +65.24%
9 STERIS PLC $967.9M 3.47% 5,792,135 -311,884 -5.11% 4.56% 2019-03-31 $167 ~$144 +16.37%
10 NOVO-NORDISK A S NVO $378.2M 1.36% 3,766,983 -83,070 -2.16% 1.52% 2013-03-31 $100 ~$87 +15.44%
11 FERRARI N V $366.9M 1.32% 1,968,171 -92,449 -4.49% 1.37% 2017-09-30 $186 ~$170 +9.44%
12 ALCON AG $299.0M 1.07% 5,248,791 -426,762 -7.52% 1.41% 2019-06-30 $57 ~$62 -7.57%
13 FERGUSON PLC NEW $176.9M 0.63% 1,700,571 -37,847 -2.18% 0.71% 2022-03-31 $104 ~$134 -22.42%
14 SERVICENOW INC NOW $176.7M 0.63% 458,396 -368,589 -44.57% 1.42% 2020-06-30 $386 ~$496 -22.29%
15 WNS HLDGS LTD WNSN $118.7M 0.43% 1,480,119 -92,501 -5.88% 0.42% 2019-03-31 $80 ~$64 +26.25%
16 GLOBANT S A $68.7M 0.25% 366,909 -13,736 -3.61% 0.25% 2015-12-31 $187 ~$182 +2.98%
17 ZTO EXPRESS CAYMAN INC ZTO $52.6M 0.19% 2,189,346 -136,251 -5.86% 0.22% 2022-03-31 $24 ~$25 -3.88%
18 ENDAVA PLC DAVA $36.5M 0.13% 454,151 -9,195 -1.98% 0.16% 2021-12-31 $80 ~$158 -49.27%
19 ISHARES TR EFA $30.5M 0.11% 542,514 -2,319,549 -81.04% 0.64% 2013-12-31 $56 ~$71 -20.66%
20 GROCERY OUTLET HLDG CORP GO $30.2M 0.11% 910,739 -203,718 -18.28% 0.17% 2021-06-30 $33 ~$30 +11.33%
21 BEACON ROOFING SUPPLY INC BECNUSD $25.8M 0.09% 480,826 -160,512 -25.03% 0.12% 2018-09-30 $54 ~$35 +55.54%
22 OLLIES BARGAIN OUTLET HLDGS OLLI $20.7M 0.07% 402,451 -128,659 -24.22% 0.11% 2021-09-30 $51 ~$55 -7.23%
23 STEVANATO GROUP S P A $20.3M 0.07% 1,157,739 -302,932 -20.74% 0.08% 2021-09-30 $18 ~$25 -28.77%
24 COUPANG INC CPNG $19.6M 0.07% 1,202,524 -74,633 -5.84% 0.06% 2021-09-30 $16 ~$28 -41.38%
25 AMERICAS CAR-MART INC CRMT $17.2M 0.06% 277,586 -16,417 -5.58% 0.11% 2016-03-31 $62 ~$83 -25.52%
26 SHOCKWAVE MED INC SWAVUSD $16.4M 0.06% 59,504 -12,504 -17.36% 0.05% 2019-09-30 $276 ~$87 +218.13%
27 CRANE HLDGS CO CXT $13.9M 0.05% 158,878 -77,033 -32.65% 0.07% 2022-06-30 $87 ~$86 +1.20%
28 WINGSTOP INC WING $13.3M 0.05% 105,286 -44,990 -29.94% 0.04% 2019-03-31 $126 ~$114 +9.97%
29 DLOCAL LTD $12.2M 0.04% 591,283 -21,427 -3.50% 0.06% 2022-06-30 $21 ~$27 -22.73%
30 SP PLUS CORP SPUSD $11.7M 0.04% 373,854 -119,344 -24.20% 0.05% 2016-03-31 $31 ~$30 +3.24%