Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2023-12-31
$36.16B
Positions
250
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 | $2.33B | 6.43% | 9,640,536 | +249,017 | +2.65% | 5.58% | 2022-12-31 | $241 | ~$131 | +83.93% | |
| 2 | MERCADOLIBRE INC MELI | $1.84B | 5.09% | 1,162,724 | +497,535 | +74.80% | 2.47% | 2013-03-31 | $1,582 | ~$1,307 | +21.00% | |
| 3 | AMAZON COM INC AMZN | $755.5M | 2.09% | 4,925,445 | +31,548 | +0.64% | 1.82% | 2013-03-31 | $153 | ~$112 | +36.87% | |
| 4 | MICROSOFT CORP MSFT | $736.3M | 2.04% | 1,961,939 | +12,401 | +0.64% | 1.81% | 2022-03-31 | $375 | ~$303 | +23.98% | |
| 5 | ARISTA NETWORKS INC ANETEUR | $716.6M | 1.98% | 3,024,220 | +16,081 | +0.53% | 1.62% | 2023-06-30 | $237 | ~$163 | +45.56% | |
| 6 | VISA INC V | $656.0M | 1.81% | 2,519,197 | +25,366 | +1.02% | 1.68% | 2016-03-31 | $260 | ~$160 | +62.95% | |
| 7 | UNITEDHEALTH GROUP INC UNH | $632.1M | 1.75% | 1,204,167 | +5,713 | +0.48% | 1.78% | 2022-06-30 | $525 | ~$515 | +2.00% | |
| 8 | ENTEGRIS INC ENTG | $628.2M | 1.74% | 5,173,163 | +22,249 | +0.43% | 1.42% | 2021-06-30 | $121 | ~$110 | +10.64% | |
| 9 | GALLAGHER ARTHUR J & CO AJG | $583.2M | 1.61% | 2,610,081 | +13,208 | +0.51% | 1.74% | 2022-09-30 | $223 | ~$173 | +29.37% | |
| 10 | BOOZ ALLEN HAMILTON HLDG COR BAH | $537.8M | 1.49% | 4,229,460 | +39,528 | +0.94% | 1.34% | 2021-03-31 | $127 | ~$99 | +28.71% | |
| 11 | THERMO FISHER SCIENTIFIC INC TMO | $527.5M | 1.46% | 989,837 | +2,928 | +0.30% | 1.47% | 2020-03-31 | $533 | ~$417 | +27.94% | |
| 12 | FLOOR & DECOR HLDGS INC FND | $515.0M | 1.42% | 4,521,719 | +46,964 | +1.05% | 1.19% | 2021-09-30 | $114 | ~$103 | +10.97% | |
| 13 | MCKESSON CORP MCK | $500.1M | 1.38% | 1,093,189 | +4,636 | +0.43% | 1.39% | 2022-09-30 | $458 | ~$352 | +29.79% | |
| 14 | LAM RESEARCH CORP LRCXEUR | $474.3M | 1.31% | 600,594 | +3,717 | +0.62% | 1.10% | 2021-09-30 | $790 | ~$569 | +38.68% | |
| 15 | OLD DOMINION FREIGHT LINE IN ODFL | $416.7M | 1.15% | 1,013,666 | +1,799 | +0.18% | 1.22% | 2021-03-31 | $411 | ~$252 | +63.10% | |
| 16 | NVIDIA CORPORATION NVDA | $389.5M | 1.08% | 786,498 | +9,006 | +1.16% | 0.99% | 2023-06-30 | $495 | ~$409 | +20.98% | |
| 17 | COSTCO WHSL CORP NEW COST | $356.0M | 0.98% | 536,822 | +6,083 | +1.15% | 0.88% | 2013-03-31 | $663 | ~$301 | +120.58% | |
| 18 | CORTEVA INC CTVA | $341.6M | 0.94% | 7,103,146 | +213,949 | +3.11% | 1.03% | 2022-09-30 | $48 | ~$56 | -14.77% | |
| 19 | UBS GROUP AG | $143.6M | 0.40% | 4,635,670 | +4,568,457 | +6796.98% | 0.00% | 2023-06-30 | $31 | ~$28 | +11.76% | |
| 20 | CANADIAN NAT RES LTD CNQ | $143.3M | 0.40% | 2,192,895 | +2,169,561 | +9297.85% | 0.00% | 2022-09-30 | $65 | ~$65 | +0.77% | |
| 21 | ISHARES TR EFA | $86.0M | 0.24% | 1,142,675 | +1,045,784 | +1079.34% | 0.02% | 2013-12-31 | $75 | ~$72 | +4.61% | |
| 22 | TETRA TECH INC NEW TTEK | $57.1M | 0.16% | 339,938 | +8,394 | +2.53% | 0.15% | 2019-03-31 | $168 | ~$137 | +22.77% | |
| 23 | CREDICORP LTD | $45.8M | 0.13% | 303,705 | +287,052 | +1723.73% | 0.01% | 2017-03-31 | $151 | ~$139 | +8.25% | |
| 24 | WNS HLDGS LTD WNSN | $43.8M | 0.12% | 689,604 | +50,944 | +7.98% | 0.13% | 2019-03-31 | $64 | ~$64 | -0.56% | |
| 25 | API GROUP CORP APG | $43.5M | 0.12% | 1,252,056 | +22,933 | +1.87% | 0.09% | 2021-06-30 | $35 | ~$22 | +56.59% | |
| 26 | BILL HOLDINGS INC BILL | $33.9M | 0.09% | 407,226 | +76,436 | +23.11% | 0.11% | 2021-06-30 | $83 | ~$188 | -55.65% | |
| 27 | SAIA INC SAIA | $33.2M | 0.09% | 73,973 | +27,359 | +58.69% | 0.06% | 2013-03-31 | $448 | ~$212 | +111.27% | |
| 28 | ENSIGN GROUP INC ENSG | $32.8M | 0.09% | 288,486 | +5,692 | +2.01% | 0.08% | 2023-09-30 | $114 | ~$93 | +22.23% | |
| 29 | ADVANCED MICRO DEVICES INC AMD | $30.9M | 0.09% | 208,051 | +4,360 | +2.14% | 0.06% | 2022-12-31 | $149 | ~$67 | +121.34% | |
| 30 | SHOCKWAVE MED INC SWAVUSD | $29.8M | 0.08% | 155,669 | +5,974 | +3.99% | 0.09% | 2019-09-30 | $191 | ~$194 | -1.15% |