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 | TENET HEALTHCARE CORP THC | $25.7M | 0.06% | 148,141 | +148,141 | 2025-06-30 | $174 | ~$174 | +0.00% | |||
| 2 | WELLTOWER INC WELL | $22.5M | 0.05% | 148,115 | +148,115 | 2025-06-30 | $152 | ~$152 | +0.00% | |||
| 3 | MAREX GROUP PLC | $17.9M | 0.04% | 448,113 | +448,113 | 2025-06-30 | $40 | ~$40 | +0.00% | |||
| 4 | KARMAN HLDGS INC KRMN | $17.1M | 0.04% | 339,805 | +339,805 | 2025-06-30 | $50 | ~$50 | +0.00% | |||
| 5 | WINGSTOP INC WING | $15.9M | 0.04% | 45,854 | +45,854 | 2019-03-31 | $348 | ~$116 | +199.66% | |||
| 6 | GITLAB INC GTLB | $15.1M | 0.03% | 333,771 | +333,771 | 2025-06-30 | $45 | ~$45 | +0.00% | |||
| 7 | ROCKET LAB CORP RKLB | $13.6M | 0.03% | 384,935 | +384,935 | 2025-06-30 | $35 | ~$35 | +0.00% | |||
| 8 | TOAST INC TOST | $1.5M | 0.00% | 33,341 | +33,341 | 2021-09-30 | $44 | ~$50 | -11.36% | |||
| 9 | EVOTEC AG EVO | $1.2M | 0.00% | 297,907 | +297,907 | 2025-06-30 | $4 | ~$4 | +0.00% | |||
| 10 | ORACLE CORP ORCL | $231K | 0.00% | 1,099 | +1,099 | 2025-06-30 | $210 | ~$210 | +0.00% | |||
| 11 | AMPHENOL CORP NEW APH | $205K | 0.00% | 2,094 | +2,094 | 2014-12-31 | $98 | ~$26 | +269.21% | |||
| 12 | ISHARES TR ACWI | $181K | 0.00% | 1,412 | +1,412 | 2022-12-31 | $128 | ~$119 | +8.03% | |||
| 13 | LEXINFINTECH HLDGS LTD LX | $144K | 0.00% | 19,731 | +19,731 | 2025-06-30 | $7 | ~$7 | +0.00% |