Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2023-09-30
$34.06B
Positions
208
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 PACIFIC KANSAS CITY CP | $2.84B | 8.32% | 38,100,632 | +6,819,305 | +21.80% | 7.55% | 2023-06-30 | $74 | ~$80 | -7.22% | |
| 2 | ATLASSIAN CORPORATION TEAM | $1.90B | 5.58% | 9,391,519 | -111,969 | -1.18% | 4.75% | 2022-12-31 | $202 | ~$129 | +57.13% | |
| 3 | ICON PLC | $1.87B | 5.49% | 7,594,972 | +1,767,622 | +30.33% | 4.38% | 2015-06-30 | $246 | ~$179 | +37.37% | |
| 4 | ICICI BANK LIMITED IBN | $1.63B | 4.78% | 70,432,523 | -904,270 | -1.27% | 4.92% | 2021-06-30 | $23 | ~$21 | +8.16% | |
| 5 | AON PLC | $1.59B | 4.68% | 4,914,189 | -119,390 | -2.37% | 5.19% | 2020-09-30 | $324 | ~$231 | +40.37% | |
| 6 | LINDE PLC | $1.42B | 4.17% | 3,815,346 | +77,042 | +2.06% | 4.26% | 2023-03-31 | $372 | ~$356 | +4.63% | |
| 7 | WASTE CONNECTIONS INC WCN | $1.38B | 4.05% | 10,218,545 | +1,157,470 | +12.77% | 3.86% | 2022-06-30 | $135 | ~$131 | +3.38% | |
| 8 | ARCH CAP GROUP LTD | $1.28B | 3.75% | 15,956,744 | +2,204,338 | +16.03% | 3.10% | 2023-03-31 | $80 | ~$69 | +15.10% | |
| 9 | ASML HOLDING N V | $1.19B | 3.49% | 2,016,308 | -28,695 | -1.40% | 4.43% | 2013-03-31 | $590 | ~$163 | +262.53% | |
| 10 | STERIS PLC | $1.19B | 3.49% | 5,413,509 | -78,496 | -1.43% | 3.70% | 2019-03-31 | $220 | ~$144 | +52.53% | |
| 11 | ACCENTURE PLC IRELAND | $1.06B | 3.12% | 3,461,058 | +231,495 | +7.17% | 2.99% | 2016-06-30 | $307 | ~$154 | +98.85% | |
| 12 | METTLER TOLEDO INTERNATIONAL MTD | $1.03B | 3.01% | 926,039 | -2,056 | -0.22% | 3.67% | 2018-06-30 | $1,109 | ~$667 | +66.31% | |
| 13 | MERCADOLIBRE INC MELI | $842.5M | 2.47% | 665,189 | +655,208 | +6564.55% | 0.04% | 2013-03-31 | $1,267 | ~$1,220 | +3.86% | |
| 14 | EPAM SYS INC EPAM | $722.3M | 2.12% | 2,824,890 | -70,288 | -2.43% | 1.95% | 2015-12-31 | $256 | ~$407 | -37.19% | |
| 15 | AMAZON COM INC AMZN | $621.5M | 1.82% | 4,893,897 | +65,994 | +1.37% | 1.88% | 2013-03-31 | $127 | ~$112 | +13.51% | |
| 16 | MICROSOFT CORP MSFT | $616.1M | 1.81% | 1,949,538 | +30,609 | +1.60% | 1.95% | 2022-03-31 | $316 | ~$302 | +4.49% | |
| 17 | UNITEDHEALTH GROUP INC UNH | $605.2M | 1.78% | 1,198,454 | +16,190 | +1.37% | 1.70% | 2022-06-30 | $505 | ~$515 | -1.86% | |
| 18 | NOVO-NORDISK A S NVO | $594.0M | 1.74% | 6,528,911 | +3,061,251 | +88.28% | 1.67% | 2013-03-31 | $91 | ~$43 | +109.24% | |
| 19 | GALLAGHER ARTHUR J & CO AJG | $591.7M | 1.74% | 2,596,873 | +42,964 | +1.68% | 1.68% | 2022-09-30 | $228 | ~$172 | +32.12% | |
| 20 | LPL FINL HLDGS INC LPLA | $583.9M | 1.71% | 2,457,027 | +10,182 | +0.42% | 1.59% | 2022-06-30 | $238 | ~$193 | +22.84% | |
| 21 | VISA INC V | $573.8M | 1.68% | 2,493,831 | +32,634 | +1.33% | 1.75% | 2016-03-31 | $230 | ~$159 | +44.76% | |
| 22 | DATADOG INC DDOG | $573.2M | 1.68% | 6,292,305 | +88,132 | +1.42% | 1.82% | 2022-06-30 | $91 | ~$88 | +3.46% | |
| 23 | ARISTA NETWORKS INC ANETEUR | $552.6M | 1.62% | 3,008,139 | +134,921 | +4.70% | 1.39% | 2023-06-30 | $184 | ~$163 | +13.01% | |
| 24 | STRYKER CORPORATION SYK | $531.8M | 1.56% | 1,943,601 | +21,658 | +1.13% | 1.75% | 2018-03-31 | $274 | ~$210 | +30.25% | |
| 25 | THERMO FISHER SCIENTIFIC INC TMO | $499.5M | 1.47% | 986,909 | +11,494 | +1.18% | 1.52% | 2020-03-31 | $506 | ~$416 | +21.58% | |
| 26 | FERRARI N V | $492.8M | 1.45% | 1,667,545 | -29,808 | -1.76% | 1.65% | 2017-09-30 | $296 | ~$170 | +73.50% | |
| 27 | ENTEGRIS INC ENTG | $483.7M | 1.42% | 5,150,914 | +53,011 | +1.04% | 1.70% | 2021-06-30 | $94 | ~$110 | -14.45% | |
| 28 | MCKESSON CORP MCK | $473.5M | 1.39% | 1,088,553 | +14,085 | +1.31% | 1.38% | 2022-09-30 | $435 | ~$352 | +23.53% | |
| 29 | BOOZ ALLEN HAMILTON HLDG COR BAH | $457.8M | 1.34% | 4,189,932 | +71,437 | +1.73% | 1.37% | 2021-03-31 | $109 | ~$99 | +10.82% | |
| 30 | OLD DOMINION FREIGHT LINE IN ODFL | $416.5M | 1.22% | 1,011,867 | +13,111 | +1.31% | 1.10% | 2021-03-31 | $412 | ~$252 | +63.52% |