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Fund detail

WCM Investment Management

growth, quality, international, active

Quarters 53
2024-03-31 $42.07B
Positions 247
Showing 16 of 16 rows (filtered from 266)

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 MONDAY COM LTD $728.5M 1.73% 3,225,401 +3,225,401 2024-03-31 $226 ~$226 +0.00%
2 APPLOVIN CORP APP $497.5M 1.18% 7,187,062 +7,187,062 2024-03-31 $69 ~$69 +0.00%
3 GRAB HOLDINGS LIMITED $32.0M 0.08% 10,176,826 +10,176,826 2024-03-31 $3 ~$3 +0.00%
4 KASPI KZ JSC KSPI $23.4M 0.06% 181,595 +181,595 2024-03-31 $129 ~$129 +0.00%
5 FIRST WATCH RESTAURANT GROUP FWRG $16.0M 0.04% 651,114 +651,114 2024-03-31 $25 ~$25 +0.00%
6 INTER & CO INC $14.8M 0.04% 2,585,311 +2,585,311 2024-03-31 $6 ~$6 +0.00%
7 WNS HLDGS LTD $13.5M 0.03% 268,048 +268,048 2024-03-31 $51 ~$51 +0.00%
8 ELI LILLY & CO LLY $8.9M 0.02% 11,477 +11,477 2024-03-31 $778 ~$778 +0.00%
9 STEVANATO GROUP S P A $5.8M 0.01% 182,000 +182,000 2021-09-30 $32 ~$25 +30.51%
10 ACADIA PHARMACEUTICALS INC ACAD $5.2M 0.01% 282,035 +282,035 2019-09-30 $18 ~$30 -39.02%
11 CYTOKINETICS INC CYTK $3.1M 0.01% 43,866 +43,866 2024-03-31 $70 ~$70 +0.00%
12 LOCKHEED MARTIN CORP LMT $233K 0.00% 513 +513 2024-03-31 $455 ~$455 +0.00%
13 HOME DEPOT INC HD $229K 0.00% 596 +596 2013-03-31 $384 ~$70 +450.02%
14 PROCTER AND GAMBLE CO PG $224K 0.00% 1,379 +1,379 2013-03-31 $162 ~$77 +110.16%
15 PUBLIC SVC ENTERPRISE GRP IN PEG $219K 0.00% 3,273 +3,273 2024-03-31 $67 ~$67 +0.00%
16 PHILLIPS 66 PSX $213K 0.00% 1,301 +1,301 2024-03-31 $163 ~$163 +0.00%