Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2024-09-30
$44.12B
Positions
289
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 | CANADIAN PACIFIC KANSAS CITY CP | $2.07B | 4.68% | 24,169,987 | -6,119,853 | -20.20% | 5.65% | 2023-06-30 | $85 | ~$80 | +6.53% | |
| 2 | ICICI BANK LIMITED IBN | $1.93B | 4.37% | 63,001,054 | -567,679 | -0.89% | 4.36% | 2021-06-30 | $31 | ~$21 | +43.15% | |
| 3 | ICON PLC | $1.90B | 4.31% | 6,654,257 | -19,223 | -0.29% | 4.94% | 2015-06-30 | $286 | ~$179 | +59.32% | |
| 4 | LINDE PLC | $1.64B | 3.72% | 3,424,245 | -31,071 | -0.90% | 3.60% | 2023-03-31 | $480 | ~$356 | +34.74% | |
| 5 | ARCH CAP GROUP LTD | $1.58B | 3.58% | 13,933,498 | -50,046 | -0.36% | 3.34% | 2023-03-31 | $113 | ~$69 | +63.25% | |
| 6 | NU HLDGS LTD | $1.39B | 3.14% | 100,031,797 | -470,527 | -0.47% | 3.07% | 2021-12-31 | $14 | ~$10 | +37.31% | |
| 7 | WASTE CONNECTIONS INC WCN | $1.36B | 3.09% | 7,692,381 | -1,647,352 | -17.64% | 3.88% | 2022-06-30 | $177 | ~$131 | +35.87% | |
| 8 | ASML HOLDING N V | $1.35B | 3.06% | 1,606,139 | -5,876 | -0.36% | 3.92% | 2013-03-31 | $842 | ~$163 | +417.32% | |
| 9 | COUPANG INC CPNG | $1.28B | 2.90% | 51,657,576 | -197,881 | -0.38% | 2.59% | 2021-09-30 | $25 | ~$18 | +40.91% | |
| 10 | STERIS PLC | $1.12B | 2.54% | 4,680,537 | -25,421 | -0.54% | 2.41% | 2019-03-31 | $239 | ~$144 | +66.01% | |
| 11 | AMAZON COM INC AMZN | $1.10B | 2.50% | 5,872,689 | -102,765 | -1.72% | 2.79% | 2013-03-31 | $188 | ~$126 | +49.50% | |
| 12 | MERCADOLIBRE INC MELI | $1.10B | 2.50% | 533,871 | -216,491 | -28.85% | 2.95% | 2013-03-31 | $2,065 | ~$1,307 | +57.96% | |
| 13 | GE AEROSPACE GE | $1.03B | 2.33% | 5,542,899 | -126,553 | -2.23% | 2.15% | 2023-12-31 | $185 | ~$108 | +71.61% | |
| 14 | MICROSOFT CORP MSFT | $821.7M | 1.86% | 1,919,728 | -19,171 | -0.99% | 2.08% | 2022-03-31 | $428 | ~$303 | +41.12% | |
| 15 | NVIDIA CORPORATION NVDA | $742.2M | 1.68% | 6,113,891 | -66,549 | -1.08% | 1.81% | 2023-06-30 | $121 | ~$41 | +194.23% | |
| 16 | ATLASSIAN CORPORATION TEAM | $720.0M | 1.63% | 4,466,240 | -3,005,803 | -40.23% | 3.06% | 2022-12-31 | $161 | ~$131 | +22.93% | |
| 17 | UNITEDHEALTH GROUP INC UNH | $700.9M | 1.59% | 1,204,585 | -12,658 | -1.04% | 1.40% | 2022-06-30 | $582 | ~$514 | +13.10% | |
| 18 | BOOZ ALLEN HAMILTON HLDG COR BAH | $666.1M | 1.51% | 4,110,162 | -115,540 | -2.73% | 1.56% | 2021-03-31 | $162 | ~$99 | +63.69% | |
| 19 | GALLAGHER ARTHUR J & CO AJG | $654.7M | 1.48% | 2,342,872 | -261,176 | -10.03% | 1.60% | 2022-09-30 | $279 | ~$173 | +61.46% | |
| 20 | ARISTA NETWORKS INC ANETEUR | $586.0M | 1.33% | 1,541,015 | -46,216 | -2.91% | 1.31% | 2023-06-30 | $380 | ~$164 | +132.39% | |
| 21 | VISA INC V | $585.7M | 1.33% | 2,128,404 | -19,897 | -0.93% | 1.35% | 2016-03-31 | $275 | ~$160 | +72.19% | |
| 22 | ENTEGRIS INC ENTG | $580.7M | 1.32% | 5,055,964 | -33,333 | -0.65% | 1.62% | 2021-06-30 | $115 | ~$110 | +4.65% | |
| 23 | INTUITIVE SURGICAL INC ISRG | $575.6M | 1.30% | 1,201,311 | -23,612 | -1.93% | 1.29% | 2022-12-31 | $479 | ~$340 | +40.90% | |
| 24 | FLOOR & DECOR HLDGS INC FND | $536.6M | 1.22% | 4,371,090 | -119,147 | -2.65% | 1.07% | 2021-09-30 | $123 | ~$103 | +19.62% | |
| 25 | MCKESSON CORP MCK | $535.8M | 1.21% | 1,097,489 | -12,084 | -1.09% | 1.56% | 2022-09-30 | $488 | ~$356 | +37.26% | |
| 26 | DATADOG INC DDOG | $498.2M | 1.13% | 4,362,298 | -1,000,278 | -18.65% | 1.63% | 2022-06-30 | $114 | ~$88 | +29.70% | |
| 27 | NOVO-NORDISK A S NVO | $481.9M | 1.09% | 3,990,649 | -44,146 | -1.09% | 1.38% | 2013-03-31 | $121 | ~$43 | +177.73% | |
| 28 | EPAM SYS INC EPAM | $447.5M | 1.01% | 2,243,532 | -6,818 | -0.30% | 0.98% | 2015-12-31 | $199 | ~$407 | -51.00% | |
| 29 | THERMO FISHER SCIENTIFIC INC TMO | $439.1M | 1.00% | 714,722 | -264,735 | -27.03% | 1.28% | 2020-03-31 | $614 | ~$417 | +47.50% | |
| 30 | FERRARI N V | $436.3M | 0.99% | 925,028 | -11,002 | -1.18% | 0.91% | 2017-09-30 | $472 | ~$170 | +176.90% |