Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2024-06-30
$42.30B
Positions
267
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 | TAIWAN SEMICONDUCTOR MFG LTD TSM | $1.46B | 3.46% | 8,531,822 | +8,514,539 | +49265.40% | 0.01% | 2013-03-31 | $172 | ~$154 | +11.68% | |
| 2 | NU HLDGS LTD | $1.30B | 3.07% | 100,502,324 | +536,697 | +0.54% | 2.83% | 2021-12-31 | $13 | ~$10 | +27.91% | |
| 3 | AMAZON COM INC AMZN | $1.18B | 2.79% | 5,975,454 | +1,060,081 | +21.57% | 2.11% | 2013-03-31 | $198 | ~$126 | +57.35% | |
| 4 | COUPANG INC CPNG | $1.09B | 2.59% | 51,855,457 | +6,928,972 | +15.42% | 1.90% | 2021-09-30 | $21 | ~$18 | +19.78% | |
| 5 | MONDAY COM LTD | $989.2M | 2.34% | 4,186,698 | +961,297 | +29.80% | 1.73% | 2024-03-31 | $236 | ~$227 | +4.06% | |
| 6 | APPLOVIN CORP APP | $813.9M | 1.92% | 9,791,400 | +2,604,338 | +36.24% | 1.18% | 2024-03-31 | $83 | ~$71 | +16.96% | |
| 7 | NVIDIA CORPORATION NVDA | $766.3M | 1.81% | 6,180,440 | +5,384,978 | +676.96% | 1.71% | 2023-06-30 | $124 | ~$41 | +200.51% | |
| 8 | UNITEDHEALTH GROUP INC UNH | $592.1M | 1.40% | 1,217,243 | +6,695 | +0.55% | 1.42% | 2022-06-30 | $486 | ~$514 | -5.44% | |
| 9 | OLD DOMINION FREIGHT LINE IN ODFL | $351.4M | 0.83% | 2,015,153 | +28,956 | +1.46% | 1.04% | 2021-03-31 | $174 | ~$127 | +37.27% | |
| 10 | ASTRAZENECA PLC AZNN | $311.6M | 0.74% | 3,986,286 | +902,255 | +29.26% | 0.50% | 2021-06-30 | $78 | ~$64 | +21.55% | |
| 11 | CANADIAN NAT RES LTD CNQ | $158.8M | 0.38% | 4,453,589 | +2,212,222 | +98.70% | 0.41% | 2022-09-30 | $36 | ~$32 | +9.77% | |
| 12 | TETRA TECH INC NEW TTEK | $73.8M | 0.17% | 343,280 | +5,389 | +1.59% | 0.15% | 2019-03-31 | $215 | ~$138 | +55.98% | |
| 13 | GLOBANT S A | $68.5M | 0.16% | 381,901 | +57,793 | +17.83% | 0.16% | 2015-12-31 | $179 | ~$182 | -1.19% | |
| 14 | CREDICORP LTD | $52.7M | 0.12% | 331,494 | +44,458 | +15.49% | 0.12% | 2017-03-31 | $159 | ~$143 | +11.44% | |
| 15 | BEACON ROOFING SUPPLY INC BECNUSD | $47.0M | 0.11% | 516,931 | +2,246 | +0.44% | 0.12% | 2018-09-30 | $91 | ~$56 | +63.30% | |
| 16 | GRAB HOLDINGS LIMITED | $42.6M | 0.10% | 12,035,771 | +1,858,945 | +18.27% | 0.08% | 2024-03-31 | $4 | ~$3 | +11.64% | |
| 17 | AZENTA INC AZTA | $42.1M | 0.10% | 808,051 | +11,489 | +1.44% | 0.11% | 2013-03-31 | $52 | ~$65 | -19.77% | |
| 18 | KASPI KZ JSC KSPI | $29.3M | 0.07% | 221,463 | +39,868 | +21.95% | 0.06% | 2024-03-31 | $132 | ~$129 | +2.57% | |
| 19 | ELASTIC N V | $27.9M | 0.07% | 243,325 | +18,294 | +8.13% | 0.05% | 2018-12-31 | $115 | ~$86 | +32.89% | |
| 20 | ADVANCED MICRO DEVICES INC AMD | $27.5M | 0.06% | 172,389 | +2,115 | +1.24% | 0.07% | 2022-12-31 | $159 | ~$68 | +132.91% | |
| 21 | GROCERY OUTLET HLDG CORP GO | $26.9M | 0.06% | 1,217,501 | +342,256 | +39.10% | 0.06% | 2021-06-30 | $22 | ~$28 | -22.48% | |
| 22 | APPLIED INDL TECHNOLOGIES IN AIT | $23.8M | 0.06% | 123,257 | +1,164 | +0.95% | 0.06% | 2023-03-31 | $193 | ~$145 | +33.32% | |
| 23 | CASELLA WASTE SYS INC CWST | $23.0M | 0.05% | 230,861 | +3,042 | +1.34% | 0.05% | 2023-06-30 | $100 | ~$89 | +12.62% | |
| 24 | APPFOLIO INC APPF | $22.1M | 0.05% | 88,664 | +2,417 | +2.80% | 0.05% | 2023-12-31 | $249 | ~$180 | +38.29% | |
| 25 | RAMBUS INC DEL RMBS | $20.6M | 0.05% | 363,656 | +4,909 | +1.37% | 0.05% | 2023-09-30 | $57 | ~$60 | -6.22% | |
| 26 | WEX INC WEX | $20.0M | 0.05% | 114,398 | +5,829 | +5.37% | 0.06% | 2020-06-30 | $174 | ~$176 | -0.68% | |
| 27 | SPS COMM INC SPSC | $19.5M | 0.05% | 103,552 | +997 | +0.97% | 0.05% | 2022-03-31 | $188 | ~$138 | +36.56% | |
| 28 | EVERCORE INC EVR | $19.3M | 0.05% | 97,908 | +1,454 | +1.51% | 0.04% | 2023-03-31 | $198 | ~$120 | +64.07% | |
| 29 | SHIFT4 PMTS INC FOUR | $19.3M | 0.05% | 263,602 | +60,015 | +29.48% | 0.03% | 2021-09-30 | $73 | ~$70 | +5.01% | |
| 30 | PRIMERICA INC PRI | $19.3M | 0.05% | 81,515 | +1,201 | +1.50% | 0.05% | 2019-03-31 | $236 | ~$135 | +74.74% |