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Fund detail

WCM Investment Management

growth, quality, international, active

Quarters 53
2023-09-30 $34.06B
Positions 208
Showing 30 of 63 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 ATLASSIAN CORPORATION TEAM $1.90B 5.58% 9,391,519 -111,969 -1.18% 4.75% 2022-12-31 $202 ~$129 +57.13%
2 ICICI BANK LIMITED IBN $1.63B 4.78% 70,432,523 -904,270 -1.27% 4.92% 2021-06-30 $23 ~$21 +8.16%
3 AON PLC $1.59B 4.68% 4,914,189 -119,390 -2.37% 5.19% 2020-09-30 $324 ~$231 +40.37%
4 ASML HOLDING N V $1.19B 3.49% 2,016,308 -28,695 -1.40% 4.43% 2013-03-31 $590 ~$163 +262.53%
5 STERIS PLC $1.19B 3.49% 5,413,509 -78,496 -1.43% 3.70% 2019-03-31 $220 ~$144 +52.53%
6 METTLER TOLEDO INTERNATIONAL MTD $1.03B 3.01% 926,039 -2,056 -0.22% 3.67% 2018-06-30 $1,109 ~$667 +66.31%
7 EPAM SYS INC EPAM $722.3M 2.12% 2,824,890 -70,288 -2.43% 1.95% 2015-12-31 $256 ~$407 -37.19%
8 FERRARI N V $492.8M 1.45% 1,667,545 -29,808 -1.76% 1.65% 2017-09-30 $296 ~$170 +73.50%
9 ASTRAZENECA PLC AZNN $338.4M 0.99% 4,997,705 -103,532 -2.03% 1.09% 2021-06-30 $68 ~$62 +9.77%
10 FERGUSON PLC NEW $306.8M 0.90% 1,865,523 -33,232 -1.75% 0.89% 2022-03-31 $164 ~$136 +20.98%
11 SNOWFLAKE INC SNOW $285.8M 0.84% 1,865,527 -51,742 -2.70% 1.01% 2022-06-30 $153 ~$149 +2.55%
12 GLOBANT S A $71.5M 0.21% 359,065 -29,960 -7.70% 0.21% 2015-12-31 $199 ~$180 +10.66%
13 FABRINET $53.4M 0.16% 320,778 -32,980 -9.32% 0.14% 2022-06-30 $167 ~$84 +98.25%
14 AZENTA INC AZTA $45.4M 0.13% 903,953 -89,637 -9.02% 0.14% 2013-03-31 $50 ~$65 -22.86%
15 WNS HLDGS LTD WNSN $44.0M 0.13% 638,660 -288,213 -31.10% 0.20% 2019-03-31 $69 ~$64 +8.13%
16 EPLUS INC PLUS $37.6M 0.11% 591,179 -108,757 -15.54% 0.12% 2018-12-31 $64 ~$41 +53.80%
17 BILL HOLDINGS INC BILL $35.9M 0.11% 330,790 -1,478,586 -81.72% 0.63% 2021-06-30 $109 ~$209 -48.09%
18 ZTO EXPRESS CAYMAN INC ZTO $26.5M 0.08% 1,094,119 -991,000 -47.53% 0.16% 2022-03-31 $24 ~$25 -3.51%
19 BEACON ROOFING SUPPLY INC BECNUSD $25.5M 0.07% 329,381 -110,784 -25.17% 0.11% 2018-09-30 $78 ~$35 +123.21%
20 OLLIES BARGAIN OUTLET HLDGS OLLI $24.7M 0.07% 319,253 -89,079 -21.82% 0.07% 2021-09-30 $77 ~$55 +40.04%
21 EMCOR GROUP INC EME $23.8M 0.07% 112,877 -40,700 -26.50% 0.08% 2016-09-30 $211 ~$79 +166.07%
22 ELASTIC N V $20.4M 0.06% 251,678 -12,238 -4.64% 0.05% 2018-12-31 $81 ~$84 -3.09%
23 REPLIGEN CORP RGEN $19.9M 0.06% 124,706 -2,167 -1.71% 0.05% 2019-09-30 $160 ~$229 -30.30%
24 AMERICAN WOODMARK CORPORATIO AMWD $19.3M 0.06% 254,666 -117,144 -31.51% 0.09% 2018-12-31 $76 ~$67 +12.71%
25 SAIA INC SAIA $18.7M 0.06% 46,614 -6,396 -12.07% 0.05% 2013-03-31 $402 ~$87 +360.44%
26 AMERICAS CAR-MART INC CRMT $17.5M 0.05% 193,244 -52,591 -21.39% 0.07% 2016-03-31 $91 ~$83 +9.09%
27 FIVE9 INC FIVN $17.3M 0.05% 269,033 -14,917 -5.25% 0.07% 2019-03-31 $64 ~$84 -23.49%
28 VEEVA SYS INC VEEV $17.2M 0.05% 84,016 -3,972 -4.51% 0.05% 2022-12-31 $205 ~$170 +19.97%
29 MATADOR RES CO MTDR $16.4M 0.05% 276,178 -65,469 -19.16% 0.05% 2022-06-30 $59 ~$50 +18.92%
30 SPS COMM INC SPSC $16.3M 0.05% 95,674 -16,189 -14.47% 0.06% 2022-03-31 $171 ~$134 +27.66%