Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2025-09-30
$48.06B
Positions
228
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 | APPLOVIN CORP APP | $3.52B | 7.32% | 4,942,079 | -917,344 | -15.66% | 4.46% | 2024-03-31 | $712 | ~$74 | +858.29% | |
| 2 | SPOTIFY TECHNOLOGY S A | $2.44B | 5.08% | 3,352,952 | -7 | -0.00% | 5.91% | 2024-06-30 | $728 | ~$320 | +127.94% | |
| 3 | PHILIP MORRIS INTL INC PM | $1.84B | 3.82% | 11,270,786 | -4,820 | -0.04% | 4.66% | 2013-03-31 | $163 | ~$168 | -2.89% | |
| 4 | ICICI BANK LIMITED IBN | $1.64B | 3.42% | 54,167,608 | -286,372 | -0.53% | 4.21% | 2021-06-30 | $30 | ~$22 | +40.65% | |
| 5 | LINDE PLC | $1.61B | 3.35% | 3,383,191 | -18,399 | -0.54% | 3.60% | 2023-03-31 | $476 | ~$358 | +33.09% | |
| 6 | COUPANG INC CPNG | $1.61B | 3.35% | 49,017,591 | -150,865 | -0.31% | 3.46% | 2021-09-30 | $33 | ~$18 | +86.40% | |
| 7 | ROBINHOOD MKTS INC HOOD | $1.18B | 2.46% | 8,642,033 | -2,913,127 | -25.21% | 2.19% | 2025-03-31 | $137 | ~$62 | +120.79% | |
| 8 | WASTE CONNECTIONS INC WCN | $1.13B | 2.34% | 6,462,113 | -39,606 | -0.61% | 2.76% | 2022-06-30 | $174 | ~$132 | +32.31% | |
| 9 | MICROSOFT CORP MSFT | $1.01B | 2.09% | 1,954,849 | -33,664 | -1.69% | 2.25% | 2022-03-31 | $515 | ~$309 | +66.79% | |
| 10 | NVIDIA CORPORATION NVDA | $835.6M | 1.74% | 4,595,194 | -1,875,805 | -28.99% | 2.33% | 2023-06-30 | $182 | ~$47 | +289.40% | |
| 11 | GALLAGHER ARTHUR J & CO AJG | $743.5M | 1.55% | 2,431,998 | -32,664 | -1.33% | 1.79% | 2022-09-30 | $306 | ~$182 | +68.32% | |
| 12 | MCKESSON CORP MCK | $736.0M | 1.53% | 966,131 | -12,202 | -1.25% | 1.62% | 2022-09-30 | $762 | ~$356 | +114.08% | |
| 13 | VISA INC V | $727.4M | 1.51% | 2,138,369 | -30,251 | -1.39% | 1.73% | 2016-03-31 | $340 | ~$167 | +103.24% | |
| 14 | AON PLC | $722.7M | 1.50% | 2,037,843 | -2,400 | -0.12% | 1.64% | 2020-09-30 | $355 | ~$232 | +53.18% | |
| 15 | GE AEROSPACE GE | $691.3M | 1.44% | 2,354,225 | -34,427 | -1.44% | 1.39% | 2023-12-31 | $294 | ~$108 | +171.81% | |
| 16 | CORTEVA INC CTVA | $605.4M | 1.26% | 8,933,223 | -111,483 | -1.23% | 1.54% | 2022-09-30 | $68 | ~$59 | +14.89% | |
| 17 | VERTEX PHARMACEUTICALS INC VRTX | $454.7M | 0.95% | 1,150,132 | -13,538 | -1.16% | 1.17% | 2024-12-31 | $395 | ~$403 | -2.01% | |
| 18 | UNITEDHEALTH GROUP INC UNH | $433.1M | 0.90% | 1,254,752 | -16,783 | -1.32% | 0.90% | 2022-06-30 | $345 | ~$510 | -32.34% | |
| 19 | ILLUMINA INC ILMN | $384.2M | 0.80% | 4,181,681 | -244,790 | -5.53% | 0.96% | 2018-09-30 | $92 | ~$132 | -30.52% | |
| 20 | SAP SE SAP | $322.3M | 0.67% | 1,221,588 | -3,190 | -0.26% | 0.84% | 2024-12-31 | $264 | ~$249 | +5.81% | |
| 21 | STERIS PLC | $287.6M | 0.60% | 1,171,994 | -927,121 | -44.17% | 1.14% | 2019-03-31 | $245 | ~$144 | +70.26% | |
| 22 | UBS GROUP AG | $215.6M | 0.45% | 5,217,681 | -4,016 | -0.08% | 0.40% | 2023-06-30 | $41 | ~$28 | +46.68% | |
| 23 | FERRARI N V | $209.0M | 0.43% | 433,609 | -19,579 | -4.32% | 0.51% | 2017-09-30 | $482 | ~$170 | +182.98% | |
| 24 | CELESTICA INC CLS | $174.4M | 0.36% | 709,223 | -184,768 | -20.67% | 0.31% | 2024-06-30 | $246 | ~$57 | +329.98% | |
| 25 | CREDICORP LTD | $68.9M | 0.14% | 257,494 | -11,682 | -4.34% | 0.14% | 2017-03-31 | $267 | ~$143 | +87.37% | |
| 26 | ADDUS HOMECARE CORP ADUS | $50.6M | 0.11% | 429,797 | -59,263 | -12.12% | 0.13% | 2016-03-31 | $118 | ~$84 | +39.65% | |
| 27 | VERRA MOBILITY CORP VRRM | $39.8M | 0.08% | 1,605,944 | -219,345 | -12.02% | 0.11% | 2019-06-30 | $25 | ~$14 | +82.16% | |
| 28 | ELEMENT SOLUTIONS INC ESI | $37.5M | 0.08% | 1,501,492 | -178,506 | -10.63% | 0.09% | 2021-03-31 | $25 | ~$20 | +24.82% | |
| 29 | EVERCORE INC EVR | $37.4M | 0.08% | 109,840 | -564 | -0.51% | 0.07% | 2023-03-31 | $341 | ~$162 | +110.46% | |
| 30 | APPLIED INDL TECHNOLOGIES IN AIT | $36.6M | 0.08% | 141,749 | -911 | -0.64% | 0.08% | 2023-03-31 | $258 | ~$179 | +44.11% |