Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2026-03-31
$43.81B
Positions
263
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 | $2.64B | 6.03% | 33,746,475 | +7,883,961 | +30.48% | 6.83% | 2024-06-30 | $83 | ~$89 | -12.12% | |
| 2 | APPLOVIN CORP APP | $1.86B | 4.25% | 5,001,600 | +245,290 | +5.16% | 6.79% | 2024-03-31 | $398 | ~$94 | +296.32% | |
| 3 | AMAZON COM INC AMZN | $1.24B | 2.83% | 6,166,656 | +28,418 | +0.46% | 2.94% | 2013-03-31 | $208 | ~$131 | +53.11% | |
| 4 | TEVA PHARMACEUTICAL INDS LTD TEVA | $1.16B | 2.64% | 40,820,600 | +26,813,522 | +191.43% | 0.90% | 2024-09-30 | $30 | ~$30 | -5.15% | |
| 5 | NVIDIA CORPORATION NVDA | $771.2M | 1.76% | 4,669,094 | +141,896 | +3.13% | 1.75% | 2023-06-30 | $174 | ~$51 | +224.79% | |
| 6 | ILLUMINA INC ILMN | $715.6M | 1.63% | 5,923,173 | +1,851,848 | +45.49% | 1.11% | 2018-09-30 | $123 | ~$132 | -8.46% | |
| 7 | REINSURANCE GROUP AMER INC RGA | $566.8M | 1.29% | 2,830,620 | +82,681 | +3.01% | 1.16% | 2024-06-30 | $204 | ~$209 | -4.27% | |
| 8 | LPL FINL HLDGS INC LPLA | $520.6M | 1.19% | 1,734,395 | +12,922 | +0.75% | 1.28% | 2022-06-30 | $301 | ~$204 | +47.02% | |
| 9 | GODADDY INC GDDY | $270.9M | 0.62% | 3,314,456 | +33,509 | +1.02% | 0.85% | 2020-03-31 | $83 | ~$176 | -53.44% | |
| 10 | CANADIAN NAT RES LTD MED TER CNQ | $252.9M | 0.58% | 5,122,209 | +938,210 | +22.42% | 0.29% | 2022-09-30 | $49 | ~$34 | +44.92% | |
| 11 | UBS GROUP AG | $214.5M | 0.49% | 5,850,200 | +639,111 | +12.26% | 0.50% | 2023-06-30 | $37 | ~$30 | +23.71% | |
| 12 | CARPENTER TECHNOLOGY CORP CRS | $177.3M | 0.40% | 478,314 | +44,400 | +10.23% | 0.28% | 2024-09-30 | $394 | ~$237 | +56.67% | |
| 13 | AMERICAN HEALTHCARE REIT INC AHR | $160.7M | 0.37% | 3,425,295 | +17,020 | +0.50% | 0.34% | 2025-12-31 | $47 | ~$48 | -1.71% | |
| 14 | TAPESTRY INC TPR | $154.8M | 0.35% | 1,130,317 | +191,174 | +20.36% | 0.25% | 2025-03-31 | $141 | ~$95 | +44.69% | |
| 15 | COMFORT SYS USA INC FIX | $148.6M | 0.34% | 116,698 | +22,992 | +24.54% | 0.18% | 2024-06-30 | $1,379 | ~$668 | +90.49% | |
| 16 | BRITISH AMERN TOB PLC BTI | $137.7M | 0.31% | 2,362,818 | +2,303,743 | +3899.69% | 0.01% | 2025-09-30 | $58 | ~$59 | -1.66% | |
| 17 | SHARKNINJA INC | $77.4M | 0.18% | 793,063 | +32,524 | +4.28% | 0.18% | 2024-09-30 | $98 | ~$98 | -0.38% | |
| 18 | ACM RESH INC ACMR | $70.6M | 0.16% | 1,860,874 | +1,849,914 | +16878.78% | 0.00% | 2025-12-31 | $39 | ~$54 | -29.25% | |
| 19 | COMPANHIA DE SANEAMENTO BASI SBS | $64.7M | 0.15% | 2,198,987 | +1,756,304 | +396.74% | 0.02% | 2024-09-30 | $6 | ~$8 | +247.66% | |
| 20 | NEBIUS GROUP N.V. | $55.0M | 0.13% | 595,840 | +432,475 | +264.73% | 0.03% | 2013-06-30 | $92 | ~$80 | +14.99% | |
| 21 | SLB LIMITED SLB | $48.6M | 0.11% | 942,864 | +835,454 | +777.82% | 0.01% | 2015-12-31 | $51 | ~$48 | +8.10% | |
| 22 | BAIDU INC BIDU | $48.4M | 0.11% | 454,295 | +411,731 | +967.32% | 0.01% | 2013-12-31 | $111 | ~$138 | -22.59% | |
| 23 | BROOKFIELD CORP BN | $42.7M | 0.10% | 1,103,817 | +904,701 | +454.36% | 0.02% | 2022-12-31 | $40 | ~$43 | -9.50% | |
| 24 | KASPI KZ JSC KSPI | $41.3M | 0.09% | 571,412 | +323,326 | +130.33% | 0.04% | 2024-03-31 | $74 | ~$94 | -23.54% | |
| 25 | SONY GROUP CORP SONY | $38.8M | 0.09% | 1,949,592 | +1,504,035 | +337.56% | 0.02% | 2018-06-30 | $21 | ~$23 | -13.56% | |
| 26 | PDD HOLDINGS INC PDD | $33.6M | 0.08% | 341,815 | +113,300 | +49.58% | 0.05% | 2023-12-31 | $102 | ~$109 | -9.30% | |
| 27 | ALIBABA GROUP HLDG LTD BABA | $30.5M | 0.07% | 249,736 | +193,947 | +347.64% | 0.02% | 2016-12-31 | $125 | ~$150 | -18.58% | |
| 28 | CHUBB LTD SWITZ | $30.3M | 0.07% | 93,010 | +71,486 | +332.12% | 0.01% | 2016-03-31 | $325 | ~$308 | +5.64% | |
| 29 | TEXAS ROADHOUSE INC TXRH | $22.1M | 0.05% | 136,387 | +9,287 | +7.31% | 0.04% | 2019-03-31 | $165 | ~$104 | +56.26% | |
| 30 | ACI WORLDWIDE INC ACIW | $20.8M | 0.05% | 516,342 | +74,085 | +16.75% | 0.04% | 2019-09-30 | $41 | ~$36 | +11.16% |