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Fund detail

WCM Investment Management

growth, quality, international, active

Quarters 53
2022-12-31 $29.98B
Positions 213
Showing 30 of 34 rows (filtered from 229)

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 ATLASSIAN CORPORATION TEAM $1.22B 4.08% 9,503,757 +9,503,757 2022-12-31 $129 ~$129 +0.00%
2 THOMSON REUTERS CORP. $202.7M 0.68% 1,777,363 +1,777,363 2022-12-31 $114 ~$114 +0.00%
3 LINDE PLC $123.4M 0.41% 378,417 +378,417 2022-12-31 $326 ~$326 +0.00%
4 GRUPO AEROPORTUARIO DEL SURE ASR $57.7M 0.19% 247,623 +247,623 2017-03-31 $233 ~$147 +58.08%
5 ISHARES TR ACWI $23.2M 0.08% 273,141 +273,141 2022-12-31 $85 ~$85 +0.00%
6 CONTROLADORA VUELA COMP DE A VLRS $21.2M 0.07% 2,535,713 +2,535,713 2021-09-30 $8 ~$18 -52.84%
7 TREX CO INC TREX $12.5M 0.04% 295,434 +295,434 2019-06-30 $42 ~$59 -27.73%
8 ADVANCED MICRO DEVICES INC AMD $12.4M 0.04% 191,690 +191,690 2022-12-31 $65 ~$65 +0.00%
9 PAYCOM SOFTWARE INC PAYC $12.4M 0.04% 39,881 +39,881 2022-12-31 $310 ~$310 +0.00%
10 TOPGOLF CALLAWAY BRANDS CORP CALY $11.8M 0.04% 595,529 +595,529 2019-03-31 $20 ~$14 +40.32%
11 FOX FACTORY HLDG CORP FOXF $11.5M 0.04% 126,168 +126,168 2022-12-31 $91 ~$91 +0.00%
12 POWER INTEGRATIONS INC POWI $10.2M 0.03% 142,164 +142,164 2022-12-31 $72 ~$72 +0.00%
13 VEEVA SYS INC VEEV $9.6M 0.03% 59,526 +59,526 2022-12-31 $161 ~$161 +0.00%
14 PERMIAN RESOURCES CORP PR $7.4M 0.02% 790,066 +790,066 2022-12-31 $9 ~$9 +0.00%
15 HAYWARD HLDGS INC HAYW $7.3M 0.02% 774,459 +774,459 2022-12-31 $9 ~$9 +0.00%
16 DOCGO INC DCGO $7.3M 0.02% 1,028,957 +1,028,957 2022-12-31 $7 ~$7 +0.00%
17 INTUITIVE SURGICAL INC ISRG $7.0M 0.02% 26,209 +26,209 2022-12-31 $265 ~$265 +0.00%
18 THOUGHTWORKS HOLDING INC TWKSEUR $6.7M 0.02% 661,116 +661,116 2021-09-30 $10 ~$26 -60.56%
19 R1 RCM INC RCM1USD $6.4M 0.02% 587,563 +587,563 2022-12-31 $11 ~$11 +0.00%
20 ISHARES TR EFG $5.1M 0.02% 61,049 +61,049 2022-12-31 $84 ~$84 +0.00%
21 YETI HLDGS INC YETI $4.4M 0.01% 106,547 +106,547 2022-12-31 $41 ~$41 +0.00%
22 KEROS THERAPEUTICS INC KROS $4.0M 0.01% 83,141 +83,141 2022-12-31 $48 ~$48 +0.00%
23 MKS INSTRS INC MKSI $3.8M 0.01% 44,271 +44,271 2022-12-31 $85 ~$85 +0.00%
24 MONSTER BEVERAGE CORP NEW MNST $3.5M 0.01% 34,601 +34,601 2022-12-31 $102 ~$102 +0.00%
25 MASCO CORP MAS $3.3M 0.01% 70,531 +70,531 2022-12-31 $47 ~$47 +0.00%
26 ISHARES INC ESGE $3.0M 0.01% 100,000 +100,000 2022-12-31 $30 ~$30 +0.00%
27 SITEONE LANDSCAPE SUPPLY INC SITE $3.0M 0.01% 25,282 +25,282 2022-12-31 $117 ~$117 +0.00%
28 ASHLAND INC ASH $2.8M 0.01% 25,675 +25,675 2022-12-31 $108 ~$108 +0.00%
29 BAKER HUGHES COMPANY BKR $2.3M 0.01% 78,257 +78,257 2022-12-31 $30 ~$30 +0.00%
30 BROOKFIELD CORP BN $1.1M 0.00% 33,586 +33,586 2022-12-31 $31 ~$31 +0.00%