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Fund detail

WCM Investment Management

growth, quality, international, active

Quarters 53
2024-06-30 $42.30B
Positions 267
Showing 30 of 35 rows (filtered from 282)

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 SEA LTD SE $1.15B 2.71% 15,384,819 +15,384,819 2024-06-30 $75 ~$75 +0.00%
2 SPOTIFY TECHNOLOGY S A $1.03B 2.44% 3,267,870 +3,267,870 2024-06-30 $315 ~$315 +0.00%
3 GE VERNOVA INC GEV $246.5M 0.58% 1,398,347 +1,398,347 2024-06-30 $176 ~$176 +0.00%
4 CELESTICA INC CLS $151.4M 0.36% 2,646,050 +2,646,050 2024-06-30 $57 ~$57 +0.00%
5 FRESHPET INC FRPT $42.2M 0.10% 326,178 +326,178 2024-06-30 $129 ~$129 +0.00%
6 REINSURANCE GRP OF AMERICA I RGA $38.6M 0.09% 187,063 +187,063 2024-06-30 $206 ~$206 +0.00%
7 DESPEGAR COM CORP $38.4M 0.09% 2,918,878 +2,918,878 2024-06-30 $13 ~$13 +0.00%
8 FTAI AVIATION LTD $32.6M 0.08% 319,816 +319,816 2024-06-30 $102 ~$102 +0.00%
9 TRIP COM GROUP LTD TCOM $29.5M 0.07% 620,299 +620,299 2024-06-30 $48 ~$48 +0.00%
10 KANZHUN LIMITED BZ $29.0M 0.07% 1,508,383 +1,508,383 2021-09-30 $19 ~$26 -25.82%
11 COMFORT SYS USA INC FIX $27.0M 0.06% 85,463 +85,463 2024-06-30 $316 ~$316 +0.00%
12 FULL TRUCK ALLIANCE CO LTD YMM $19.8M 0.05% 2,392,500 +2,392,500 2024-06-30 $8 ~$8 +0.00%
13 CBIZ INC CBZ $14.9M 0.04% 202,136 +202,136 2024-06-30 $74 ~$74 +0.00%
14 AMER SPORTS INC $13.4M 0.03% 1,024,091 +1,024,091 2024-06-30 $13 ~$13 +0.00%
15 BRAZE INC BRZE $13.2M 0.03% 347,909 +347,909 2024-06-30 $38 ~$38 +0.00%
16 META PLATFORMS INC META $8.6M 0.02% 16,470 +16,470 2015-09-30 $520 ~$300 +73.46%
17 GLAUKOS CORP GKOS $8.0M 0.02% 68,071 +68,071 2020-06-30 $117 ~$41 +188.77%
18 LANTHEUS HLDGS INC LNTH $7.6M 0.02% 94,074 +94,074 2024-06-30 $81 ~$81 +0.00%
19 VAXCYTE INC PCVX $7.3M 0.02% 92,304 +92,304 2024-06-30 $79 ~$79 +0.00%
20 LIFE360 INC LIF $4.8M 0.01% 149,528 +149,528 2024-06-30 $32 ~$32 +0.00%
21 NIKE INC NKE $2.5M 0.01% 26,445 +26,445 2013-03-31 $94 ~$110 -14.69%
22 GRAIL INC GRAL $673K 0.00% 44,382 +44,382 2024-06-30 $15 ~$15 +0.00%
23 UNITED PARCEL SERVICE INC UPS $348K 0.00% 2,561 +2,561 2024-06-30 $136 ~$136 +0.00%
24 COCA COLA CO KO $347K 0.00% 5,429 +5,429 2013-03-31 $64 ~$40 +58.09%
25 PFIZER INC PFE $322K 0.00% 11,590 +11,590 2013-03-31 $28 ~$28 +0.05%
26 SKYWORKS SOLUTIONS INC SWKS $313K 0.00% 2,967 +2,967 2024-06-30 $106 ~$106 +0.00%
27 REALTY INCOME CORP O $292K 0.00% 5,563 +5,563 2015-03-31 $52 ~$50 +5.07%
28 HERSHEY CO HSY $290K 0.00% 1,580 +1,580 2024-06-30 $184 ~$184 +0.00%
29 COCA-COLA FEMSA SAB DE CV KOF $271K 0.00% 3,197 +3,197 2024-06-30 $85 ~$85 +0.00%
30 TOTALENERGIES SE TTEN $266K 0.00% 3,997 +3,997 2024-06-30 $67 ~$67 +0.00%