Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2025-06-30
$43.81B
Positions
219
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 | SEA LTD SE | $4.11B | 9.38% | 25,807,216 | +662,548 | +2.63% | 8.45% | 2024-06-30 | $159 | ~$83 | +91.56% | |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD TSM | $2.30B | 5.25% | 10,058,659 | +324,615 | +3.33% | 4.13% | 2013-03-31 | $229 | ~$158 | +44.88% | |
| 3 | PHILIP MORRIS INTL INC PM | $2.04B | 4.66% | 11,275,606 | +11,230,626 | +24968.04% | 0.02% | 2013-03-31 | $181 | ~$168 | +7.86% | |
| 4 | ICICI BANK LIMITED IBN | $1.84B | 4.21% | 54,453,980 | +840,619 | +1.57% | 4.32% | 2021-06-30 | $34 | ~$22 | +57.17% | |
| 5 | LINDE PLC | $1.58B | 3.60% | 3,401,590 | +61,829 | +1.85% | 3.94% | 2023-03-31 | $464 | ~$358 | +29.54% | |
| 6 | AMAZON COM INC AMZN | $1.38B | 3.14% | 6,170,680 | +310,414 | +5.30% | 2.90% | 2013-03-31 | $223 | ~$130 | +71.17% | |
| 7 | WASTE CONNECTIONS INC WCN | $1.21B | 2.76% | 6,501,719 | +117,939 | +1.85% | 3.16% | 2022-06-30 | $186 | ~$132 | +41.11% | |
| 8 | NVIDIA CORPORATION NVDA | $1.02B | 2.33% | 6,470,999 | +349,285 | +5.71% | 1.73% | 2023-06-30 | $158 | ~$47 | +237.79% | |
| 9 | MICROSOFT CORP MSFT | $986.2M | 2.25% | 1,988,513 | +71,268 | +3.72% | 1.87% | 2022-03-31 | $496 | ~$309 | +60.74% | |
| 10 | ROBINHOOD MKTS INC HOOD | $959.4M | 2.19% | 11,555,160 | +11,244,182 | +3615.75% | 0.03% | 2025-03-31 | $83 | ~$62 | +34.09% | |
| 11 | GALLAGHER ARTHUR J & CO AJG | $783.1M | 1.79% | 2,464,662 | +128,071 | +5.48% | 2.05% | 2022-09-30 | $318 | ~$182 | +74.94% | |
| 12 | VISA INC V | $756.0M | 1.73% | 2,168,620 | +88,225 | +4.24% | 1.83% | 2016-03-31 | $349 | ~$167 | +108.29% | |
| 13 | CORTEVA INC CTVA | $672.8M | 1.54% | 9,044,706 | +2,066,519 | +29.61% | 1.10% | 2022-09-30 | $74 | ~$59 | +26.11% | |
| 14 | GODADDY INC GDDY | $661.0M | 1.51% | 3,670,677 | +199,459 | +5.75% | 1.60% | 2020-03-31 | $180 | ~$177 | +1.91% | |
| 15 | LPL FINL HLDGS INC LPLA | $631.7M | 1.44% | 1,730,777 | +95,423 | +5.84% | 1.42% | 2022-06-30 | $365 | ~$202 | +80.52% | |
| 16 | REINSURANCE GRP OF AMERICA I RGA | $521.3M | 1.19% | 2,639,979 | +125,937 | +5.01% | 1.27% | 2024-06-30 | $197 | ~$210 | -5.87% | |
| 17 | VERTEX PHARMACEUTICALS INC VRTX | $513.5M | 1.17% | 1,163,670 | +64,730 | +5.89% | 1.39% | 2024-12-31 | $441 | ~$403 | +9.39% | |
| 18 | ILLUMINA INC ILMN | $419.6M | 0.96% | 4,426,471 | +247,460 | +5.92% | 0.86% | 2018-09-30 | $95 | ~$132 | -28.32% | |
| 19 | UNITEDHEALTH GROUP INC UNH | $393.0M | 0.90% | 1,271,535 | +55,403 | +4.56% | 1.61% | 2022-06-30 | $309 | ~$510 | -39.41% | |
| 20 | GE VERNOVA INC GEV | $342.7M | 0.78% | 659,451 | +29,686 | +4.71% | 0.49% | 2024-06-30 | $520 | ~$203 | +156.24% | |
| 21 | CANADIAN NAT RES LTD CNQ | $145.7M | 0.33% | 4,633,243 | +169,600 | +3.80% | 0.35% | 2022-09-30 | $31 | ~$32 | -2.86% | |
| 22 | INTER & CO INC | $64.1M | 0.15% | 8,724,180 | +5,499,557 | +170.55% | 0.05% | 2024-03-31 | $7 | ~$6 | +18.58% | |
| 23 | SHARKNINJA INC | $55.6M | 0.13% | 575,867 | +354,101 | +159.67% | 0.05% | 2024-09-30 | $97 | ~$95 | +1.58% | |
| 24 | CARPENTER TECHNOLOGY CORP CRS | $55.4M | 0.13% | 200,944 | +43,348 | +27.51% | 0.07% | 2024-09-30 | $276 | ~$176 | +56.64% | |
| 25 | TAPESTRY INC TPR | $48.8M | 0.11% | 560,101 | +26,367 | +4.94% | 0.10% | 2025-03-31 | $87 | ~$71 | +23.30% | |
| 26 | VISTA ENERGY S.A.B. DE C.V. VIST | $37.0M | 0.08% | 766,219 | +387,257 | +102.19% | 0.05% | 2024-12-31 | $48 | ~$51 | -5.31% | |
| 27 | STERLING INFRASTRUCTURE INC STRL | $34.9M | 0.08% | 150,567 | +45,019 | +42.65% | 0.03% | 2024-12-31 | $232 | ~$171 | +35.05% | |
| 28 | APPLIED INDL TECHNOLOGIES IN AIT | $33.1M | 0.08% | 142,660 | +50,505 | +54.80% | 0.05% | 2023-03-31 | $232 | ~$179 | +29.20% | |
| 29 | EPLUS INC PLUS | $31.7M | 0.07% | 433,226 | +26,777 | +6.59% | 0.06% | 2018-12-31 | $73 | ~$44 | +65.11% | |
| 30 | FTAI AVIATION LTD | $30.7M | 0.07% | 258,801 | +16,718 | +6.91% | 0.07% | 2024-06-30 | $119 | ~$104 | +13.58% |