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 | CANADIAN PAC RY LTD | $2.26B | 7.24% | 29,435,849 | -826,799 | -2.73% | 7.53% | 2013-09-30 | $77 | ~$210 | -63.28% | |
| 2 | ATLASSIAN CORPORATION TEAM | $1.63B | 5.21% | 9,532,236 | +28,479 | +0.30% | 4.08% | 2022-12-31 | $171 | ~$129 | +32.95% | |
| 3 | AON PLC | $1.58B | 5.03% | 4,996,482 | -107,790 | -2.11% | 5.11% | 2020-09-30 | $315 | ~$230 | +36.89% | |
| 4 | ICICI BANK LIMITED IBN | $1.53B | 4.89% | 70,848,478 | +12,491,086 | +21.40% | 4.26% | 2021-06-30 | $22 | ~$21 | +0.98% | |
| 5 | METTLER TOLEDO INTERNATIONAL MTD | $1.41B | 4.52% | 924,583 | -37,554 | -3.90% | 4.64% | 2018-06-30 | $1,530 | ~$664 | +130.51% | |
| 6 | ASML HOLDING N V | $1.41B | 4.50% | 2,068,866 | -42,568 | -2.02% | 3.85% | 2013-03-31 | $681 | ~$163 | +318.45% | |
| 7 | LINDE PLC | $1.33B | 4.25% | 3,741,529 | +3,741,529 | 2023-03-31 | $355 | ~$355 | +0.00% | |||
| 8 | ICON PLC | $1.24B | 3.95% | 5,789,447 | -95,967 | -1.63% | 3.81% | 2015-06-30 | $214 | ~$158 | +35.48% | |
| 9 | WASTE CONNECTIONS INC WCN | $1.21B | 3.86% | 8,688,432 | -346,397 | -3.83% | 4.00% | 2022-06-30 | $139 | ~$129 | +7.83% | |
| 10 | STERIS PLC | $1.04B | 3.34% | 5,458,724 | -105,047 | -1.89% | 3.43% | 2019-03-31 | $191 | ~$144 | +33.20% | |
| 11 | ACCENTURE PLC IRELAND | $915.0M | 2.92% | 3,201,397 | -1,754,846 | -35.41% | 4.41% | 2016-06-30 | $286 | ~$142 | +101.21% | |
| 12 | ARCH CAP GROUP LTD | $866.6M | 2.77% | 12,769,260 | +12,769,260 | 2023-03-31 | $68 | ~$68 | +0.00% | |||
| 13 | EPAM SYS INC EPAM | $836.3M | 2.67% | 2,797,068 | -617,030 | -18.07% | 3.73% | 2015-12-31 | $299 | ~$412 | -27.46% | |
| 14 | RESMED INC RMD | $762.4M | 2.44% | 3,481,580 | -351,062 | -9.16% | 2.66% | 2018-12-31 | $219 | ~$123 | +78.50% | |
| 15 | AMPHENOL CORP NEW APH | $642.2M | 2.05% | 7,858,277 | -472,725 | -5.67% | 2.12% | 2014-12-31 | $82 | ~$53 | +54.46% | |
| 16 | THERMO FISHER SCIENTIFIC INC TMO | $565.5M | 1.81% | 981,080 | -306,448 | -23.80% | 2.37% | 2020-03-31 | $576 | ~$415 | +38.85% | |
| 17 | UNITEDHEALTH GROUP INC UNH | $562.5M | 1.80% | 1,190,260 | -53,737 | -4.32% | 2.20% | 2022-06-30 | $473 | ~$515 | -8.22% | |
| 18 | VISA INC V | $558.5M | 1.78% | 2,476,951 | -158,898 | -6.03% | 1.83% | 2016-03-31 | $225 | ~$158 | +42.75% | |
| 19 | NOVO-NORDISK A S NVO | $557.4M | 1.78% | 3,502,382 | -78,344 | -2.19% | 1.62% | 2013-03-31 | $159 | ~$87 | +83.00% | |
| 20 | STRYKER CORPORATION SYK | $552.7M | 1.77% | 1,936,252 | -92,729 | -4.57% | 1.65% | 2018-03-31 | $285 | ~$209 | +36.46% | |
| 21 | LPL FINL HLDGS INC LPLA | $498.7M | 1.59% | 2,464,045 | -92,231 | -3.61% | 1.84% | 2022-06-30 | $202 | ~$193 | +4.70% | |
| 22 | GALLAGHER ARTHUR J & CO AJG | $491.8M | 1.57% | 2,570,842 | -118,044 | -4.39% | 1.69% | 2022-09-30 | $191 | ~$172 | +11.49% | |
| 23 | FERRARI N V | $483.8M | 1.55% | 1,785,586 | -55,696 | -3.02% | 1.32% | 2017-09-30 | $271 | ~$170 | +59.05% | |
| 24 | LAM RESEARCH CORP LRCXEUR | $449.6M | 1.44% | 848,145 | -33,154 | -3.76% | 1.24% | 2021-09-30 | $530 | ~$568 | -6.59% | |
| 25 | FLOOR & DECOR HLDGS INC FND | $436.2M | 1.39% | 4,440,779 | -157,835 | -3.43% | 1.07% | 2021-09-30 | $98 | ~$103 | -4.37% | |
| 26 | MSCI INC MSCI | $434.9M | 1.39% | 777,078 | -38,603 | -4.73% | 1.27% | 2020-03-31 | $560 | ~$359 | +55.96% | |
| 27 | MICROSOFT CORP MSFT | $421.3M | 1.35% | 1,461,260 | -54,153 | -3.57% | 1.21% | 2022-03-31 | $288 | ~$298 | -3.29% | |
| 28 | BOOZ ALLEN HAMILTON HLDG COR BAH | $384.4M | 1.23% | 4,147,380 | +1,435,898 | +52.96% | 0.95% | 2021-03-31 | $93 | ~$98 | -5.80% | |
| 29 | AMAZON COM INC AMZN | $368.7M | 1.18% | 3,569,565 | -103,953 | -2.83% | 1.03% | 2013-03-31 | $103 | ~$110 | -5.96% | |
| 30 | OLD DOMINION FREIGHT LINE IN ODFL | $361.2M | 1.15% | 1,059,603 | -56,032 | -5.02% | 1.06% | 2021-03-31 | $341 | ~$250 | +36.38% |