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Fund detail

WCM Investment Management

growth, quality, international, active

Quarters 53
2023-03-31 $31.29B
Positions 213
Showing 14 of 14 rows (filtered from 227)

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 LINDE PLC $1.33B 4.25% 3,741,529 +3,741,529 2023-03-31 $355 ~$355 +0.00%
2 ARCH CAP GROUP LTD $866.6M 2.77% 12,769,260 +12,769,260 2023-03-31 $68 ~$68 +0.00%
3 KANZHUN LIMITED BZ $24.8M 0.08% 1,305,490 +1,305,490 2021-09-30 $19 ~$27 -29.54%
4 APPLIED INDL TECHNOLOGIES IN AIT $14.5M 0.05% 101,831 +101,831 2023-03-31 $142 ~$142 +0.00%
5 EVERCORE INC EVR $13.0M 0.04% 112,522 +112,522 2023-03-31 $115 ~$115 +0.00%
6 CHIPOTLE MEXICAN GRILL INC CMG $9.8M 0.03% 5,882 +5,882 2023-03-31 $1,672 ~$1,672 +0.00%
7 PRIVIA HEALTH GROUP INC PRVA $9.3M 0.03% 335,537 +335,537 2023-03-31 $28 ~$28 +0.00%
8 HALOZYME THERAPEUTICS INC HALO $8.4M 0.03% 219,597 +219,597 2019-03-31 $38 ~$26 +44.65%
9 EOG RES INC EOG $2.7M 0.01% 23,530 +23,530 2023-03-31 $114 ~$114 +0.00%
10 EASTGROUP PPTYS INC EGP $2.3M 0.01% 14,212 +14,212 2023-03-31 $162 ~$162 +0.00%
11 INTERNATIONAL FLAVORS&FRAGRA IFF $1.6M 0.01% 17,666 +17,666 2023-03-31 $91 ~$91 +0.00%
12 GRUPO AEROPUERTO DEL PACIFIC PAC $1.1M 0.00% 5,590 +5,590 2023-03-31 $195 ~$195 +0.00%
13 ISHARES TR KSA $72K 0.00% 1,852 +1,852 2023-03-31 $39 ~$39 +0.00%
14 CANADIAN NATL RY CO CNI $18K 0.00% 156 +156 2013-03-31 $118 ~$83 +42.59%