Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2024-12-31
$42.52B
Positions
288
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 | ARISTA NETWORKS INC ANET | $674.6M | 1.59% | 6,053,181 | +6,053,181 | 2024-12-31 | $111 | ~$111 | +0.00% | |||
| 2 | VERTEX PHARMACEUTICALS INC VRTX | $435.9M | 1.03% | 1,091,522 | +1,091,522 | 2024-12-31 | $399 | ~$399 | +0.00% | |||
| 3 | SAP SE SAP | $290.0M | 0.68% | 1,165,548 | +1,165,548 | 2024-12-31 | $249 | ~$249 | +0.00% | |||
| 4 | WHITE MTNS INS GROUP LTD | $22.5M | 0.05% | 11,651 | +11,651 | 2024-12-31 | $1,929 | ~$1,929 | +0.00% | |||
| 5 | PLANET FITNESS INC PLNT | $22.3M | 0.05% | 223,609 | +223,609 | 2019-03-31 | $100 | ~$71 | +40.79% | |||
| 6 | VISTA ENERGY S.A.B. DE C.V. VIST | $21.1M | 0.05% | 390,453 | +390,453 | 2024-12-31 | $54 | ~$54 | +0.00% | |||
| 7 | STRIDE INC LRN | $20.9M | 0.05% | 197,709 | +197,709 | 2024-12-31 | $105 | ~$105 | +0.00% | |||
| 8 | SKYWARD SPECIALTY INS GROUP SKWD | $18.1M | 0.04% | 361,389 | +361,389 | 2024-12-31 | $50 | ~$50 | +0.00% | |||
| 9 | STERLING INFRASTRUCTURE INC STRL | $18.0M | 0.04% | 105,745 | +105,745 | 2024-12-31 | $170 | ~$170 | +0.00% | |||
| 10 | RH RH | $18.0M | 0.04% | 45,708 | +45,708 | 2024-12-31 | $394 | ~$394 | +0.00% | |||
| 11 | KNIGHT-SWIFT TRANSN HLDGS IN KNX | $16.3M | 0.04% | 309,224 | +309,224 | 2024-12-31 | $53 | ~$53 | +0.00% | |||
| 12 | CHART INDS INC GTLS | $16.2M | 0.04% | 85,205 | +85,205 | 2024-12-31 | $191 | ~$191 | +0.00% | |||
| 13 | SEMTECH CORP SMTC | $15.2M | 0.04% | 246,022 | +246,022 | 2019-12-31 | $62 | ~$50 | +23.03% | |||
| 14 | NOVANTA INC NOVT | $15.1M | 0.04% | 99,177 | +99,177 | 2021-06-30 | $152 | ~$146 | +4.58% | |||
| 15 | POWELL INDS INC POWL | $14.3M | 0.03% | 62,807 | +62,807 | 2024-12-31 | $227 | ~$227 | +0.00% | |||
| 16 | RADNET INC RDNT | $14.1M | 0.03% | 198,681 | +198,681 | 2024-12-31 | $71 | ~$71 | +0.00% | |||
| 17 | PENUMBRA INC PEN | $13.5M | 0.03% | 56,472 | +56,472 | 2019-03-31 | $238 | ~$153 | +55.61% | |||
| 18 | KLAVIYO INC KVYO | $12.8M | 0.03% | 305,404 | +305,404 | 2024-12-31 | $42 | ~$42 | +0.00% | |||
| 19 | CADRE HLDGS INC CDRE | $12.4M | 0.03% | 387,292 | +387,292 | 2024-12-31 | $32 | ~$32 | +0.00% | |||
| 20 | ICF INTL INC ICFI | $12.4M | 0.03% | 104,879 | +104,879 | 2024-12-31 | $118 | ~$118 | +0.00% | |||
| 21 | CREDO TECHNOLOGY GROUP HOLDI | $10.7M | 0.03% | 153,523 | +153,523 | 2024-12-31 | $70 | ~$70 | +0.00% | |||
| 22 | INSIGHT ENTERPRISES INC NSIT | $10.6M | 0.03% | 70,861 | +70,861 | 2013-03-31 | $150 | ~$23 | +551.43% | |||
| 23 | COMMVAULT SYS INC CVLT | $10.3M | 0.02% | 68,144 | +68,144 | 2024-12-31 | $151 | ~$151 | +0.00% | |||
| 24 | INSPIRE MED SYS INC INSP | $10.3M | 0.02% | 55,735 | +55,735 | 2019-09-30 | $185 | ~$124 | +49.03% | |||
| 25 | ARGAN INC AGX | $8.2M | 0.02% | 59,320 | +59,320 | 2024-12-31 | $139 | ~$139 | +0.00% | |||
| 26 | GREEN BRICK PARTNERS INC GRBK | $8.1M | 0.02% | 143,546 | +143,546 | 2024-12-31 | $56 | ~$56 | +0.00% | |||
| 27 | REVOLUTION MEDICINES INC RVMD | $6.8M | 0.02% | 157,477 | +157,477 | 2024-12-31 | $43 | ~$43 | +0.00% | |||
| 28 | VIKING HOLDINGS LTD | $6.2M | 0.01% | 141,281 | +141,281 | 2024-12-31 | $44 | ~$44 | +0.00% | |||
| 29 | IDEAYA BIOSCIENCES INC IDYA | $6.0M | 0.01% | 241,894 | +241,894 | 2024-12-31 | $25 | ~$25 | +0.00% | |||
| 30 | BIOHAVEN LTD | $3.8M | 0.01% | 106,665 | +106,665 | 2024-12-31 | $36 | ~$36 | +0.00% |