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 | NETFLIX INC NFLX | $4.2M | 0.01% | 6,000 | +0 | +0.00% | 0.01% | 2019-03-31 | $707 | ~$355 | +99.23% | |
| 2 | EAST WEST BANCORP INC EWBC | $4.1M | 0.01% | 50,243 | +0 | +0.00% | 0.01% | 2013-03-31 | $82 | ~$36 | +125.09% | |
| 3 | STEVANATO GROUP S P A | $3.9M | 0.01% | 182,000 | +0 | +0.00% | 0.01% | 2021-09-30 | $21 | ~$25 | -13.28% | |
| 4 | CUBESMART CUBE | $3.8M | 0.01% | 72,182 | +0 | +0.00% | 0.01% | 2022-03-31 | $53 | ~$49 | +8.43% | |
| 5 | SIMULATIONS PLUS INC SLP | $1.3M | 0.00% | 40,000 | +0 | +0.00% | 0.00% | 2019-06-30 | $32 | ~$29 | +10.41% | |
| 6 | NICE LTD NICE | $858K | 0.00% | 5,007 | +0 | +0.00% | 0.00% | 2019-03-31 | $171 | ~$216 | -20.69% | |
| 7 | WORKDAY INC WDAY | $853K | 0.00% | 3,500 | +0 | +0.00% | 0.00% | 2015-06-30 | $244 | ~$77 | +217.03% | |
| 8 | ISHARES TR SGOV | $796K | 0.00% | 7,902 | +0 | +0.00% | 0.00% | 2023-12-31 | $101 | ~$101 | -0.01% | |
| 9 | NETEASE INC NTES | $738K | 0.00% | 7,888 | +0 | +0.00% | 0.00% | 2020-06-30 | $94 | ~$102 | -7.82% | |
| 10 | ISHARES TR KSA | $61K | 0.00% | 1,406 | +0 | +0.00% | 0.00% | 2023-03-31 | $43 | ~$39 | +12.03% |