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Fund detail

WCM Investment Management

growth, quality, international, active

Quarters 53
2023-06-30 $33.48B
Positions 218
Showing 19 of 19 rows (filtered from 232)

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 PACIFIC KANSAS CITY CP $2.53B 7.55% 31,281,327 +31,281,327 2023-06-30 $81 ~$81 +0.00%
2 ARISTA NETWORKS INC ANETEUR $465.6M 1.39% 2,873,218 +2,873,218 2023-06-30 $162 ~$162 +0.00%
3 NVIDIA CORPORATION NVDA $306.6M 0.92% 751,127 +751,127 2023-06-30 $408 ~$408 +0.00%
4 THOMSON REUTERS CORP. TRI4EUR $83.0M 0.25% 613,712 +613,712 2023-06-30 $135 ~$135 +0.00%
5 FOMENTO ECONOMICO MEXICANO S FMX $72.0M 0.22% 650,999 +650,999 2016-03-31 $111 ~$99 +11.21%
6 ABCAM PLC $20.3M 0.06% 860,702 +860,702 2023-06-30 $24 ~$24 +0.00%
7 CASELLA WASTE SYS INC CWST $15.3M 0.05% 168,755 +168,755 2023-06-30 $90 ~$90 +0.00%
8 AMN HEALTHCARE SVCS INC AMN $13.8M 0.04% 126,250 +126,250 2019-09-30 $109 ~$58 +88.73%
9 REGAL REXNORD CORPORATION RRX $13.6M 0.04% 90,074 +90,074 2013-03-31 $151 ~$110 +37.97%
10 INSPIRE MED SYS INC INSP $12.3M 0.04% 38,540 +38,540 2019-09-30 $319 ~$67 +378.01%
11 SUPER MICRO COMPUTER INC SMCIUSD $8.7M 0.03% 36,710 +36,710 2023-06-30 $236 ~$236 +0.00%
12 APELLIS PHARMACEUTICALS INC APLSUSD $5.4M 0.02% 59,064 +59,064 2023-06-30 $91 ~$91 +0.00%
13 KARUNA THERAPEUTICS INC $4.2M 0.01% 19,193 +19,193 2023-06-30 $217 ~$217 +0.00%
14 TFI INTL INC TFII $2.0M 0.01% 17,662 +17,662 2023-06-30 $115 ~$115 +0.00%
15 HALEON PLC HLN $1.2M 0.00% 145,898 +145,898 2023-06-30 $8 ~$8 +0.00%
16 UBS GROUP AG $1.2M 0.00% 59,144 +59,144 2023-06-30 $20 ~$20 +0.00%
17 HESS CORP HES $810K 0.00% 6,050 +6,050 2023-06-30 $134 ~$134 +0.00%
18 MICRON TECHNOLOGY INC MU $759K 0.00% 11,795 +11,795 2023-06-30 $64 ~$64 +0.00%
19 ISHARES TR IWN $81K 0.00% 573 +573 2023-06-30 $141 ~$141 +0.00%