Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2022-09-30
$27.86B
Positions
195
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 | $2.15B | 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 | EPAM SYS INC EPAM | $1.30B | 4.67% | 3,594,596 | +935,119 | +35.16% | 2.93% | 2015-12-31 | $362 | ~$412 | -12.14% | |
| 6 | RESMED INC RMD | $1.27B | 4.56% | 5,816,958 | -599,241 | -9.34% | 4.90% | 2018-12-31 | $218 | ~$123 | +78.06% | |
| 7 | ATLASSIAN CORP PLC | $1.25B | 4.48% | 5,879,895 | +2,523,053 | +75.16% | 2.32% | 2021-09-30 | $212 | ~$277 | -23.30% | |
| 8 | LULULEMON ATHLETICA INC LULU | $1.23B | 4.43% | 4,108,972 | -166,455 | -3.89% | 4.34% | 2019-12-31 | $300 | ~$236 | +27.40% | |
| 9 | WASTE CONNECTIONS INC WCN | $1.18B | 4.25% | 8,643,709 | +5,699,706 | +193.60% | 1.32% | 2022-06-30 | $137 | ~$129 | +6.46% | |
| 10 | ICON PLC | $1.14B | 4.08% | 6,171,668 | -251,998 | -3.92% | 5.01% | 2015-06-30 | $184 | ~$158 | +16.72% | |
| 11 | METTLER TOLEDO INTERNATIONAL MTD | $1.06B | 3.82% | 970,284 | -57,818 | -5.62% | 4.23% | 2018-06-30 | $1,097 | ~$664 | +65.24% | |
| 12 | STERIS PLC | $967.9M | 3.47% | 5,792,135 | -311,884 | -5.11% | 4.56% | 2019-03-31 | $167 | ~$144 | +16.37% | |
| 13 | THERMO FISHER SCIENTIFIC INC TMO | $631.1M | 2.27% | 1,221,549 | +119,814 | +10.88% | 2.12% | 2020-03-31 | $517 | ~$409 | +26.40% | |
| 14 | UNITEDHEALTH GROUP INC UNH | $598.4M | 2.15% | 1,176,014 | +371,472 | +46.17% | 1.49% | 2022-06-30 | $509 | ~$515 | -1.13% | |
| 15 | AMPHENOL CORP NEW APH | $534.1M | 1.92% | 7,864,068 | +864,981 | +12.36% | 1.62% | 2014-12-31 | $68 | ~$52 | +31.19% | |
| 16 | LPL FINL HLDGS INC LPLA | $518.3M | 1.86% | 2,394,492 | +860,943 | +56.14% | 1.02% | 2022-06-30 | $216 | ~$192 | +12.88% | |
| 17 | VISA INC V | $445.3M | 1.60% | 2,473,214 | +242,855 | +10.89% | 1.60% | 2016-03-31 | $180 | ~$156 | +15.74% | |
| 18 | GALLAGHER ARTHUR J & CO AJG | $435.9M | 1.56% | 2,547,103 | +2,547,103 | 2022-09-30 | $171 | ~$171 | +0.00% | |||
| 19 | STRYKER CORPORATION SYK | $397.5M | 1.43% | 1,934,283 | +192,878 | +11.08% | 1.25% | 2018-03-31 | $205 | ~$208 | -1.41% | |
| 20 | OLD DOMINION FREIGHT LINE IN ODFL | $394.0M | 1.41% | 1,550,188 | +176,368 | +12.84% | 1.26% | 2021-03-31 | $254 | ~$250 | +1.70% | |
| 21 | 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% | |
| 22 | FERRARI N V | $366.9M | 1.32% | 1,968,171 | -92,449 | -4.49% | 1.37% | 2017-09-30 | $186 | ~$170 | +9.44% | |
| 23 | AMAZON COM INC AMZN | $366.4M | 1.31% | 3,191,228 | +3,169,808 | +14798.36% | 0.01% | 2013-03-31 | $115 | ~$111 | +3.04% | |
| 24 | GRACO INC GGG | $359.5M | 1.29% | 5,966,080 | +598,982 | +11.16% | 1.15% | 2016-12-31 | $60 | ~$55 | +9.76% | |
| 25 | MICROSOFT CORP MSFT | $332.6M | 1.19% | 1,400,631 | +139,119 | +11.03% | 1.18% | 2022-03-31 | $238 | ~$303 | -21.61% | |
| 26 | MSCI INC MSCI | $329.6M | 1.18% | 778,882 | +79,971 | +11.44% | 1.04% | 2020-03-31 | $423 | ~$355 | +19.28% | |
| 27 | LAM RESEARCH CORP LRCXEUR | $313.7M | 1.13% | 846,603 | +85,823 | +11.28% | 1.17% | 2021-09-30 | $371 | ~$575 | -35.51% | |
| 28 | WEST PHARMACEUTICAL SVSC INC WST | $310.6M | 1.11% | 1,236,059 | +134,020 | +12.16% | 1.18% | 2018-03-31 | $251 | ~$172 | +45.73% | |
| 29 | FLOOR & DECOR HLDGS INC FND | $307.2M | 1.10% | 4,317,473 | +1,324,188 | +44.24% | 0.71% | 2021-09-30 | $71 | ~$105 | -32.12% | |
| 30 | MCKESSON CORP MCK | $302.6M | 1.09% | 884,883 | +884,883 | 2022-09-30 | $342 | ~$342 | +0.00% |