Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2024-03-31
$42.07B
Positions
247
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 | NU HLDGS LTD | $1.19B | 2.83% | 99,965,627 | +92,015,719 | +1157.44% | 0.18% | 2021-12-31 | $12 | ~$10 | +18.25% | |
| 2 | GENERAL ELECTRIC CO GE | $1.01B | 2.41% | 5,778,771 | +1,722,597 | +42.47% | 1.44% | 2023-12-31 | $176 | ~$135 | +29.68% | |
| 3 | ARISTA NETWORKS INC ANETEUR | $884.3M | 2.10% | 3,049,416 | +25,196 | +0.83% | 1.98% | 2023-06-30 | $290 | ~$164 | +77.22% | |
| 4 | MICROSOFT CORP MSFT | $830.8M | 1.97% | 1,974,627 | +12,688 | +0.65% | 2.04% | 2022-03-31 | $421 | ~$303 | +38.71% | |
| 5 | COUPANG INC CPNG | $799.2M | 1.90% | 44,926,485 | +43,015,433 | +2250.88% | 0.09% | 2021-09-30 | $18 | ~$17 | +2.68% | |
| 6 | NVIDIA CORPORATION NVDA | $718.7M | 1.71% | 795,462 | +8,964 | +1.14% | 1.08% | 2023-06-30 | $904 | ~$413 | +118.99% | |
| 7 | INTUITIVE SURGICAL INC ISRG | $685.6M | 1.63% | 1,717,956 | +17,150 | +1.01% | 1.59% | 2022-12-31 | $399 | ~$340 | +17.35% | |
| 8 | GALLAGHER ARTHUR J & CO AJG | $656.2M | 1.56% | 2,624,447 | +14,366 | +0.55% | 1.61% | 2022-09-30 | $250 | ~$173 | +44.46% | |
| 9 | BOOZ ALLEN HAMILTON HLDG COR BAH | $631.2M | 1.50% | 4,252,168 | +22,708 | +0.54% | 1.49% | 2021-03-31 | $148 | ~$99 | +49.95% | |
| 10 | MCKESSON CORP MCK | $600.2M | 1.43% | 1,118,029 | +24,840 | +2.27% | 1.38% | 2022-09-30 | $537 | ~$356 | +50.93% | |
| 11 | UNITEDHEALTH GROUP INC UNH | $598.9M | 1.42% | 1,210,548 | +6,381 | +0.53% | 1.75% | 2022-06-30 | $495 | ~$515 | -3.86% | |
| 12 | FLOOR & DECOR HLDGS INC FND | $586.1M | 1.39% | 4,522,019 | +300 | +0.01% | 1.42% | 2021-09-30 | $130 | ~$103 | +26.29% | |
| 13 | ILLUMINA INC ILMN | $463.8M | 1.10% | 3,377,221 | +3,232,418 | +2232.29% | 0.06% | 2018-09-30 | $137 | ~$140 | -1.87% | |
| 14 | LPL FINL HLDGS INC LPLA | $448.4M | 1.07% | 1,697,064 | +970 | +0.06% | 1.07% | 2022-06-30 | $264 | ~$193 | +36.54% | |
| 15 | OLD DOMINION FREIGHT LINE IN ODFL | $435.6M | 1.04% | 1,986,197 | +972,531 | +95.94% | 1.15% | 2021-03-31 | $219 | ~$126 | +74.04% | |
| 16 | CORTEVA INC CTVA | $416.3M | 0.99% | 7,219,424 | +116,278 | +1.64% | 0.94% | 2022-09-30 | $58 | ~$56 | +2.31% | |
| 17 | SNOWFLAKE INC SNOW | $298.6M | 0.71% | 1,848,043 | +11,677 | +0.64% | 1.02% | 2022-06-30 | $162 | ~$150 | +8.02% | |
| 18 | ASTRAZENECA PLC AZNN | $208.9M | 0.50% | 3,084,031 | +49,777 | +1.64% | 0.56% | 2021-06-30 | $68 | ~$62 | +9.65% | |
| 19 | CANADIAN NAT RES LTD CNQ | $171.1M | 0.41% | 2,241,367 | +48,472 | +2.21% | 0.40% | 2022-09-30 | $76 | ~$65 | +17.47% | |
| 20 | UBS GROUP AG | $163.1M | 0.39% | 5,310,064 | +674,394 | +14.55% | 0.40% | 2023-06-30 | $31 | ~$28 | +9.29% | |
| 21 | CELESTICA INC CLSEUR | $107.8M | 0.26% | 2,398,352 | +105,943 | +4.62% | 0.19% | 2013-03-31 | $45 | ~$18 | +147.93% | |
| 22 | SHOCKWAVE MED INC SWAVUSD | $51.4M | 0.12% | 157,800 | +2,131 | +1.37% | 0.08% | 2019-09-30 | $326 | ~$194 | +67.51% | |
| 23 | BEACON ROOFING SUPPLY INC BECNUSD | $50.4M | 0.12% | 514,685 | +177,479 | +52.63% | 0.08% | 2018-09-30 | $98 | ~$56 | +76.45% | |
| 24 | AMN HEALTHCARE SVCS INC AMN | $47.8M | 0.11% | 764,997 | +396,805 | +107.77% | 0.08% | 2019-09-30 | $63 | ~$72 | -13.40% | |
| 25 | SAIA INC SAIA | $43.6M | 0.10% | 74,582 | +609 | +0.82% | 0.09% | 2013-03-31 | $585 | ~$215 | +172.42% | |
| 26 | HILLMAN SOLUTIONS CORP HLMN | $34.5M | 0.08% | 3,245,912 | +23,179 | +0.72% | 0.08% | 2022-09-30 | $11 | ~$8 | +30.89% | |
| 27 | BOOT BARN HLDGS INC BOOT | $31.5M | 0.07% | 331,314 | +49,068 | +17.38% | 0.06% | 2020-03-31 | $95 | ~$59 | +62.60% | |
| 28 | ASHLAND INC ASH | $28.3M | 0.07% | 290,677 | +25,133 | +9.46% | 0.06% | 2022-12-31 | $97 | ~$87 | +11.87% | |
| 29 | ICU MED INC ICUI | $27.6M | 0.07% | 256,946 | +14,138 | +5.82% | 0.07% | 2014-12-31 | $107 | ~$161 | -33.51% | |
| 30 | WEX INC WEX | $25.8M | 0.06% | 108,569 | +446 | +0.41% | 0.06% | 2020-06-30 | $238 | ~$174 | +36.51% |