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Fund detail

WCM Investment Management

growth, quality, international, active

Quarters 53
2023-09-30 $34.06B
Positions 208
Showing 8 of 8 rows (filtered from 226)

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 ENSIGN GROUP INC ENSG $26.3M 0.08% 282,794 +282,794 2023-09-30 $93 ~$93 +0.00%
2 COGNEX CORP CGNX $11.4M 0.03% 269,257 +269,257 2013-03-31 $42 ~$30 +41.30%
3 MODINE MFG CO MOD $9.4M 0.03% 202,199 +202,199 2023-09-30 $46 ~$46 +0.00%
4 RAMBUS INC DEL RMBS $9.2M 0.03% 164,830 +164,830 2023-09-30 $56 ~$56 +0.00%
5 IRHYTHM TECHNOLOGIES INC IRTC $7.8M 0.02% 82,522 +82,522 2023-09-30 $94 ~$94 +0.00%
6 GARTNER INC IT $4.8M 0.01% 13,762 +13,762 2023-09-30 $346 ~$346 +0.00%
7 ZEBRA TECHNOLOGIES CORPORATI ZBRA $3.5M 0.01% 14,568 +14,568 2020-03-31 $238 ~$364 -34.51%
8 MOLINA HEALTHCARE INC MOH $222K 0.00% 666 +666 2023-09-30 $333 ~$333 +0.00%