Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2023-03-31
$31.29B
Positions
213
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 | AMERICAN TOWER CORP NEW | $0 | 0 | -4,640 | -100.00% | 0.00% | ||||||
| 2 | AXON ENTERPRISE INC | $0 | 0 | -80,677 | -100.00% | 0.04% | ||||||
| 3 | CIAN PLC | $0 | 0 | -1,898,407 | -100.00% | 0.00% | ||||||
| 4 | CRANE HLDGS CO | $0 | 0 | -93,642 | -100.00% | 0.03% | ||||||
| 5 | FATE THERAPEUTICS INC | $0 | 0 | -185,273 | -100.00% | 0.01% | ||||||
| 6 | FRESHWORKS INC | $0 | 0 | -750,751 | -100.00% | 0.04% | ||||||
| 7 | ISHARES TR | $0 | 0 | -61,049 | -100.00% | 0.02% | ||||||
| 8 | LINDE PLC | $0 | 0 | -378,417 | -100.00% | 0.41% | ||||||
| 9 | NUVASIVE INC | $0 | 0 | -250,322 | -100.00% | 0.03% | ||||||
| 10 | PENUMBRA INC | $0 | 0 | -65,788 | -100.00% | 0.05% | ||||||
| 11 | PINNACLE FINL PARTNERS INC | $0 | 0 | -170,666 | -100.00% | 0.04% | ||||||
| 12 | SPROUT SOCIAL INC | $0 | 0 | -180,791 | -100.00% | 0.03% | ||||||
| 13 | TE CONNECTIVITY LTD | $0 | 0 | -8,716 | -100.00% | 0.00% | ||||||
| 14 | UNION PAC CORP | $0 | 0 | -1,257,201 | -100.00% | 0.87% |