Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2025-12-31
$48.57B
Positions
241
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 | SHOPIFY INC SHOP | $1.10B | 2.26% | 6,700,679 | +6,700,679 | 2018-03-31 | $164 | ~$119 | +37.24% | |||
| 2 | FERGUSON ENTERPRISES INC FERG | $993.9M | 2.05% | 4,406,095 | +4,406,095 | 2024-09-30 | $226 | ~$200 | +12.79% | |||
| 3 | CARDINAL HEALTH INC CAH | $835.6M | 1.72% | 4,032,682 | +4,032,682 | 2025-12-31 | $207 | ~$207 | +0.00% | |||
| 4 | MEDLINE INC MDLN | $307.0M | 0.63% | 7,324,583 | +7,324,583 | 2025-12-31 | $42 | ~$42 | +0.00% | |||
| 5 | AMERICAN HEALTHCARE REIT INC AHR | $162.7M | 0.34% | 3,408,275 | +3,408,275 | 2025-12-31 | $48 | ~$48 | +0.00% | |||
| 6 | ISHARES TR INDA | $27.0M | 0.06% | 503,660 | +503,660 | 2019-09-30 | $54 | ~$48 | +12.77% | |||
| 7 | CUSHMAN AND WAKEFIELD LTD | $24.0M | 0.05% | 1,461,048 | +1,461,048 | 2025-12-31 | $16 | ~$16 | +0.00% | |||
| 8 | ADVANCED ENERGY INDS AEIS | $21.6M | 0.04% | 101,392 | +101,392 | 2025-12-31 | $213 | ~$213 | +0.00% | |||
| 9 | CHARLES RIV LABS INTL INC CRL | $20.6M | 0.04% | 102,234 | +102,234 | 2019-03-31 | $202 | ~$198 | +2.17% | |||
| 10 | ISHARES TR ACWI | $19.9M | 0.04% | 139,895 | +139,895 | 2022-12-31 | $142 | ~$135 | +5.44% | |||
| 11 | PLANET FITNESS INC PLNT | $18.3M | 0.04% | 167,437 | +167,437 | 2019-03-31 | $109 | ~$71 | +54.24% | |||
| 12 | AGILYSYS INC AGYS | $17.5M | 0.04% | 146,919 | +146,919 | 2025-12-31 | $119 | ~$119 | +0.00% | |||
| 13 | ADVANCED DRAIN SYS INC DEL WMS | $17.3M | 0.04% | 117,572 | +117,572 | 2025-12-31 | $147 | ~$147 | +0.00% | |||
| 14 | AXOGEN INC AXGN | $13.1M | 0.03% | 400,616 | +400,616 | 2025-12-31 | $33 | ~$33 | +0.00% | |||
| 15 | DUCOMMUN INC DEL DCO | $12.1M | 0.02% | 126,746 | +126,746 | 2025-12-31 | $95 | ~$95 | +0.00% | |||
| 16 | GUARDANT HEALTH INC GH | $10.9M | 0.02% | 107,931 | +107,931 | 2025-12-31 | $101 | ~$101 | +0.00% | |||
| 17 | ARROWHEAD PHARMACEUTICALS IN ARWR | $9.3M | 0.02% | 138,905 | +138,905 | 2019-12-31 | $67 | ~$40 | +69.70% | |||
| 18 | LIGAND PHARMACEUTICALS INC LGND | $8.7M | 0.02% | 45,621 | +45,621 | 2019-03-31 | $190 | ~$63 | +201.18% | |||
| 19 | KYMERA THERAPEUTICS INC KYMR | $8.2M | 0.02% | 105,194 | +105,194 | 2025-12-31 | $78 | ~$78 | +0.00% | |||
| 20 | STEWART INFORMATION SVCS COR STC | $7.1M | 0.01% | 101,290 | +101,290 | 2025-12-31 | $70 | ~$70 | +0.00% | |||
| 21 | CENTESSA PHARMACEUTICALS PLC CNTA | $6.4M | 0.01% | 257,190 | +257,190 | 2025-12-31 | $25 | ~$25 | +0.00% | |||
| 22 | RENTOKIL INITIAL PLC RTO | $6.3M | 0.01% | 212,333 | +212,333 | 2025-12-31 | $30 | ~$30 | +0.00% | |||
| 23 | AXOS FINANCIAL INC AX | $6.1M | 0.01% | 69,971 | +69,971 | 2025-12-31 | $87 | ~$87 | +0.00% | |||
| 24 | TRIUMPH FINANCIAL INC TFIN | $5.6M | 0.01% | 89,660 | +89,660 | 2025-12-31 | $63 | ~$63 | +0.00% | |||
| 25 | ITRON INC ITRI | $5.5M | 0.01% | 58,318 | +58,318 | 2025-12-31 | $94 | ~$94 | +0.00% | |||
| 26 | GENIUS SPORTS LIMITED | $5.4M | 0.01% | 477,547 | +477,547 | 2025-12-31 | $11 | ~$11 | +0.00% | |||
| 27 | QCR HOLDINGS INC QCRH | $5.0M | 0.01% | 60,986 | +60,986 | 2025-12-31 | $83 | ~$83 | +0.00% | |||
| 28 | ENERGY FUELS INC UUUU | $4.6M | 0.01% | 323,002 | +323,002 | 2025-12-31 | $14 | ~$14 | +0.00% | |||
| 29 | URANIUM ENERGY CORP UEC | $3.7M | 0.01% | 317,289 | +317,289 | 2025-12-31 | $12 | ~$12 | +0.00% | |||
| 30 | BWX TECHNOLOGIES INC BWXT | $3.1M | 0.01% | 17,536 | +17,536 | 2019-09-30 | $174 | ~$59 | +195.73% |