Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2023-06-30
$33.48B
Positions
218
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 | ATLASSIAN CORPORATION TEAM | $1.59B | 4.75% | 9,503,488 | -28,748 | -0.30% | 5.21% | 2022-12-31 | $167 | ~$129 | +30.06% | |
| 2 | ASML HOLDING N V | $1.48B | 4.43% | 2,045,003 | -23,863 | -1.15% | 4.50% | 2013-03-31 | $725 | ~$163 | +345.52% | |
| 3 | LINDE PLC | $1.43B | 4.26% | 3,738,304 | -3,225 | -0.09% | 4.25% | 2023-03-31 | $382 | ~$355 | +7.38% | |
| 4 | STRYKER CORPORATION SYK | $587.2M | 1.75% | 1,921,943 | -14,309 | -0.74% | 1.77% | 2018-03-31 | $306 | ~$209 | +46.05% | |
| 5 | VISA INC V | $585.6M | 1.75% | 2,461,197 | -15,754 | -0.64% | 1.78% | 2016-03-31 | $238 | ~$158 | +50.65% | |
| 6 | UNITEDHEALTH GROUP INC UNH | $568.4M | 1.70% | 1,182,264 | -7,996 | -0.67% | 1.80% | 2022-06-30 | $481 | ~$515 | -6.62% | |
| 7 | GALLAGHER ARTHUR J & CO AJG | $560.8M | 1.68% | 2,553,909 | -16,933 | -0.66% | 1.57% | 2022-09-30 | $220 | ~$172 | +27.96% | |
| 8 | NOVO-NORDISK A S NVO | $560.4M | 1.67% | 3,467,660 | -34,722 | -0.99% | 1.78% | 2013-03-31 | $162 | ~$87 | +85.83% | |
| 9 | FERRARI N V | $553.7M | 1.65% | 1,697,353 | -88,233 | -4.94% | 1.55% | 2017-09-30 | $326 | ~$170 | +91.49% | |
| 10 | LPL FINL HLDGS INC LPLA | $532.2M | 1.59% | 2,446,845 | -17,200 | -0.70% | 1.59% | 2022-06-30 | $217 | ~$193 | +12.50% | |
| 11 | THERMO FISHER SCIENTIFIC INC TMO | $509.9M | 1.52% | 975,415 | -5,665 | -0.58% | 1.81% | 2020-03-31 | $523 | ~$415 | +25.94% | |
| 12 | FLOOR & DECOR HLDGS INC FND | $461.3M | 1.38% | 4,411,836 | -28,943 | -0.65% | 1.39% | 2021-09-30 | $105 | ~$103 | +1.80% | |
| 13 | BOOZ ALLEN HAMILTON HLDG COR BAH | $459.6M | 1.37% | 4,118,495 | -28,885 | -0.70% | 1.23% | 2021-03-31 | $112 | ~$98 | +13.42% | |
| 14 | LAM RESEARCH CORP LRCXEUR | $380.7M | 1.14% | 587,846 | -260,299 | -30.69% | 1.44% | 2021-09-30 | $648 | ~$568 | +14.12% | |
| 15 | OLD DOMINION FREIGHT LINE IN ODFL | $368.9M | 1.10% | 998,756 | -60,847 | -5.74% | 1.15% | 2021-03-31 | $369 | ~$250 | +47.81% | |
| 16 | ASTRAZENECA PLC AZNN | $365.1M | 1.09% | 5,101,237 | -46,628 | -0.91% | 1.14% | 2021-06-30 | $72 | ~$62 | +16.01% | |
| 17 | HEICO CORP NEW HEI/A | $342.4M | 1.02% | 2,421,161 | -23,515 | -0.96% | 1.06% | 2020-03-31 | $141 | ~$85 | +66.92% | |
| 18 | COSTCO WHSL CORP NEW COST | $280.3M | 0.84% | 520,615 | -3,709 | -0.71% | 0.83% | 2013-03-31 | $538 | ~$292 | +84.33% | |
| 19 | CORTEVA INC CTVA | $253.6M | 0.76% | 4,425,387 | -36,895 | -0.83% | 0.86% | 2022-09-30 | $57 | ~$58 | -1.16% | |
| 20 | GLOBANT S A | $70.5M | 0.21% | 389,025 | -16,043 | -3.96% | 0.21% | 2015-12-31 | $181 | ~$180 | +0.66% | |
| 21 | WNS HLDGS LTD WNSN | $68.5M | 0.20% | 926,873 | -467,209 | -33.51% | 0.42% | 2019-03-31 | $74 | ~$64 | +15.95% | |
| 22 | ZTO EXPRESS CAYMAN INC ZTO | $52.2M | 0.16% | 2,085,119 | -53,812 | -2.52% | 0.20% | 2022-03-31 | $25 | ~$25 | -0.24% | |
| 23 | FABRINET | $46.4M | 0.14% | 353,758 | -14,612 | -3.97% | 0.14% | 2022-06-30 | $131 | ~$84 | +56.02% | |
| 24 | VERRA MOBILITY CORP VRRM | $42.1M | 0.13% | 2,132,628 | -1,763 | -0.08% | 0.12% | 2019-06-30 | $20 | ~$13 | +50.72% | |
| 25 | ELEMENT SOLUTIONS INC ESI | $37.7M | 0.11% | 1,959,080 | -1,541 | -0.08% | 0.12% | 2021-03-31 | $19 | ~$20 | -3.06% | |
| 26 | BEACON ROOFING SUPPLY INC BECNUSD | $36.8M | 0.11% | 440,165 | -42,986 | -8.90% | 0.09% | 2018-09-30 | $84 | ~$35 | +140.91% | |
| 27 | LANDSTAR SYS INC LSTR | $33.1M | 0.10% | 171,431 | -150 | -0.09% | 0.10% | 2020-03-31 | $193 | ~$118 | +63.08% | |
| 28 | ICU MED INC ICUI | $31.4M | 0.09% | 175,737 | -317 | -0.18% | 0.09% | 2014-12-31 | $179 | ~$186 | -3.68% | |
| 29 | AMERICAN WOODMARK CORPORATIO AMWD | $28.6M | 0.09% | 371,810 | -49,875 | -11.83% | 0.07% | 2018-12-31 | $77 | ~$67 | +14.10% | |
| 30 | GROCERY OUTLET HLDG CORP GO | $27.6M | 0.08% | 899,445 | -2,099 | -0.23% | 0.08% | 2021-06-30 | $31 | ~$30 | +3.23% |