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 | TAPESTRY INC TPR | $37.5M | 0.10% | 533,734 | +533,734 | 2025-03-31 | $70 | ~$70 | +0.00% | |||
| 2 | HEALTHEQUITY INC HQY | $20.2M | 0.05% | 232,641 | +232,641 | 2025-03-31 | $87 | ~$87 | +0.00% | |||
| 3 | AAON INC AAON | $15.3M | 0.04% | 196,456 | +196,456 | 2025-03-31 | $78 | ~$78 | +0.00% | |||
| 4 | FRESHWORKS INC FRSH | $13.4M | 0.03% | 923,995 | +923,995 | 2021-09-30 | $15 | ~$37 | -60.97% | |||
| 5 | ROBINHOOD MKTS INC HOOD | $13.0M | 0.03% | 310,978 | +310,978 | 2025-03-31 | $42 | ~$42 | +0.00% | |||
| 6 | NEBIUS GROUP N.V. | $12.0M | 0.03% | 537,781 | +537,781 | 2013-06-30 | $22 | ~$50 | -55.82% | |||
| 7 | SERVICETITAN INC TTAN | $8.0M | 0.02% | 84,121 | +84,121 | 2025-03-31 | $95 | ~$95 | +0.00% | |||
| 8 | WOLVERINE WORLD WIDE INC WWW | $7.2M | 0.02% | 521,026 | +521,026 | 2025-03-31 | $14 | ~$14 | +0.00% | |||
| 9 | ALIBABA GROUP HLDG LTD BABA | $4.1M | 0.01% | 30,762 | +30,762 | 2016-12-31 | $132 | ~$130 | +1.74% | |||
| 10 | DIAGEO PLC DEO | $2.4M | 0.01% | 23,046 | +23,046 | 2025-03-31 | $105 | ~$105 | +0.00% | |||
| 11 | COSTCO WHSL CORP NEW COST | $395K | 0.00% | 425 | +425 | 2013-03-31 | $930 | ~$301 | +209.25% | |||
| 12 | APPLE INC AAPL | $347K | 0.00% | 1,592 | +1,592 | 2013-03-31 | $218 | ~$16 | +1278.00% | |||
| 13 | CHEMED CORP NEW CHE | $346K | 0.00% | 571 | +571 | 2025-03-31 | $606 | ~$606 | +0.00% | |||
| 14 | TREX CO INC TREX | $243K | 0.00% | 4,236 | +4,236 | 2019-06-30 | $57 | ~$60 | -5.14% | |||
| 15 | BALL CORP BALL | $224K | 0.00% | 4,349 | +4,349 | 2025-03-31 | $51 | ~$51 | +0.00% | |||
| 16 | COMMSCOPE HLDG CO INC VISN | $86K | 0.00% | 16,100 | +16,100 | 2025-03-31 | $5 | ~$5 | +0.00% |