Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2025-03-31
$38.91B
Positions
278
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 | $1.61B | 4.13% | 9,734,044 | +59,079 | +0.61% | 4.56% | 2013-03-31 | $165 | ~$156 | +5.62% | |
| 2 | LINDE PLC | $1.53B | 3.94% | 3,339,761 | +9,870 | +0.30% | 3.27% | 2023-03-31 | $459 | ~$356 | +28.92% | |
| 3 | ARCH CAP GROUP LTD | $1.28B | 3.29% | 13,459,738 | +33,525 | +0.25% | 2.90% | 2023-03-31 | $95 | ~$70 | +36.72% | |
| 4 | WASTE CONNECTIONS INC WCN | $1.23B | 3.16% | 6,383,780 | +18,400 | +0.29% | 2.56% | 2022-06-30 | $193 | ~$131 | +47.57% | |
| 5 | ICON PLC | $1.14B | 2.94% | 6,389,671 | +54,781 | +0.86% | 3.12% | 2015-06-30 | $179 | ~$179 | -0.18% | |
| 6 | AMAZON COM INC AMZN | $1.13B | 2.90% | 5,860,266 | +44,129 | +0.76% | 3.03% | 2013-03-31 | $193 | ~$126 | +52.53% | |
| 7 | COUPANG INC CPNG | $1.11B | 2.85% | 49,663,297 | +54,786 | +0.11% | 2.59% | 2021-09-30 | $22 | ~$18 | +26.95% | |
| 8 | ASML HOLDING N V | $1.05B | 2.71% | 1,560,421 | +3,277 | +0.21% | 2.55% | 2013-03-31 | $675 | ~$164 | +311.90% | |
| 9 | MERCADOLIBRE INC MELI | $1.02B | 2.63% | 500,290 | +885 | +0.18% | 2.02% | 2013-03-31 | $2,048 | ~$1,308 | +56.57% | |
| 10 | MONDAY COM LTD | $1.01B | 2.59% | 4,078,985 | +17,371 | +0.43% | 2.25% | 2024-03-31 | $247 | ~$227 | +8.73% | |
| 11 | STERIS PLC | $1.00B | 2.58% | 4,504,587 | +7,396 | +0.16% | 2.17% | 2019-03-31 | $223 | ~$144 | +54.74% | |
| 12 | AON PLC | $809.5M | 2.08% | 2,051,816 | +6,038 | +0.30% | 1.72% | 2020-09-30 | $395 | ~$232 | +70.43% | |
| 13 | GALLAGHER ARTHUR J & CO AJG | $796.2M | 2.05% | 2,336,591 | +7,594 | +0.33% | 1.56% | 2022-09-30 | $341 | ~$174 | +96.36% | |
| 14 | MICROSOFT CORP MSFT | $726.3M | 1.87% | 1,917,245 | +8,525 | +0.45% | 1.91% | 2022-03-31 | $379 | ~$304 | +24.71% | |
| 15 | MCKESSON CORP MCK | $723.3M | 1.86% | 1,082,640 | +603 | +0.06% | 1.45% | 2022-09-30 | $668 | ~$356 | +87.74% | |
| 16 | NVIDIA CORPORATION NVDA | $671.4M | 1.73% | 6,121,714 | +35,376 | +0.58% | 1.97% | 2023-06-30 | $110 | ~$42 | +162.77% | |
| 17 | UNITEDHEALTH GROUP INC UNH | $627.6M | 1.61% | 1,216,132 | +4,910 | +0.41% | 1.45% | 2022-06-30 | $516 | ~$515 | +0.28% | |
| 18 | GODADDY INC GDDY | $620.9M | 1.60% | 3,471,218 | +67,152 | +1.97% | 1.60% | 2020-03-31 | $179 | ~$177 | +1.32% | |
| 19 | INTUITIVE SURGICAL INC ISRG | $585.2M | 1.50% | 1,189,761 | +3,099 | +0.26% | 1.47% | 2022-12-31 | $492 | ~$341 | +44.44% | |
| 20 | VERTEX PHARMACEUTICALS INC VRTX | $541.4M | 1.39% | 1,098,940 | +7,418 | +0.68% | 1.03% | 2024-12-31 | $493 | ~$400 | +23.28% | |
| 21 | REINSURANCE GRP OF AMERICA I RGA | $492.4M | 1.27% | 2,514,042 | +33,292 | +1.34% | 1.24% | 2024-06-30 | $196 | ~$210 | -6.94% | |
| 22 | CORTEVA INC CTVA | $426.1M | 1.10% | 6,978,187 | +98,770 | +1.44% | 0.92% | 2022-09-30 | $61 | ~$56 | +8.26% | |
| 23 | ILLUMINA INC ILMN | $334.3M | 0.86% | 4,179,011 | +49,156 | +1.19% | 1.30% | 2018-09-30 | $80 | ~$135 | -40.69% | |
| 24 | SAP SE SAP | $329.4M | 0.85% | 1,229,086 | +63,538 | +5.45% | 0.68% | 2024-12-31 | $268 | ~$249 | +7.49% | |
| 25 | ASTRAZENECA PLC AZNN | $295.4M | 0.76% | 4,003,070 | +272,537 | +7.31% | 0.58% | 2021-06-30 | $74 | ~$65 | +14.08% | |
| 26 | NOVO-NORDISK A S NVO | $286.6M | 0.74% | 4,135,857 | +104,733 | +2.60% | 0.81% | 2013-03-31 | $69 | ~$45 | +54.25% | |
| 27 | UBS GROUP AG | $167.4M | 0.43% | 5,304,521 | +119,188 | +2.30% | 0.37% | 2023-06-30 | $32 | ~$28 | +12.01% | |
| 28 | CANADIAN NAT RES LTD CNQ | $136.4M | 0.35% | 4,463,643 | +121,590 | +2.80% | 0.31% | 2022-09-30 | $31 | ~$32 | -5.76% | |
| 29 | PDD HOLDINGS INC PDD | $49.5M | 0.13% | 411,324 | +398,579 | +3127.34% | 0.00% | 2023-12-31 | $120 | ~$108 | +11.76% | |
| 30 | ADDUS HOMECARE CORP ADUS | $48.1M | 0.12% | 494,791 | +23,176 | +4.91% | 0.14% | 2016-03-31 | $97 | ~$84 | +15.36% |