Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
54
2026-06-30
$55.16B
Positions
266
2026-06-30
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. PUT/CALL rows are option exposure and are marked separately.
| # | Issuer | Value ↓ | Weight | Shares | Share Δ | Share Δ % | Prev Weight | First Held | Price | Est. Cost | Unrealized % | Status |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MANUFAC TSM | $4.21B | 7.64% | 9,261,509 | -66,083 | -0.71% | 6.74% | 2013-03-31 | $455 | ~$157 | +189.01% | |
| 2 | ASML HLDG NV | $2.73B | 4.95% | 1,449,003 | -74,793 | -4.91% | 4.36% | 2013-03-31 | $1,883 | ~$306 | +514.57% | |
| 3 | PHILIP MORRIS INTL INC PM | $1.88B | 3.42% | 10,304,779 | -479,001 | -4.44% | 4.06% | 2013-03-31 | $183 | ~$168 | +8.95% | |
| 4 | APPLOVIN CORP APP | $1.85B | 3.35% | 3,709,328 | -1,292,272 | -25.84% | 4.25% | 2024-03-31 | $499 | ~$94 | +431.26% | |
| 5 | LINDE PLC | $1.63B | 2.96% | 3,191,132 | -43,852 | -1.36% | 3.69% | 2023-03-31 | $511 | ~$358 | +42.74% | |
| 6 | CORNING INC GLW | $1.52B | 2.75% | 5,932,726 | -2,174,143 | -26.82% | 2.38% | 2025-09-30 | $256 | ~$80 | +218.58% | |
| 7 | ICICI BANK LIMITED IBN | $1.51B | 2.74% | 51,506,124 | -735,772 | -1.41% | 3.00% | 2021-06-30 | $29 | ~$22 | +36.24% | |
| 8 | CANADIAN PACIFIC KANSAS CITY CP | $1.33B | 2.41% | 15,281,812 | -802,508 | -4.99% | 2.85% | 2023-06-30 | $87 | ~$80 | +8.37% | |
| 9 | ARCH CAP GROUP LTD | $1.17B | 2.13% | 11,973,574 | -628,838 | -4.99% | 2.75% | 2023-03-31 | $98 | ~$70 | +40.50% | |
| 10 | WESTERN DIGITAL CORP WDC | $1.06B | 1.93% | 1,632,121 | -4,929,689 | -75.13% | 3.77% | 2025-09-30 | $652 | ~$117 | +458.40% | |
| 11 | FERGUSON ENTERPRISES INC FERG | $998.0M | 1.81% | 4,182,592 | -165,825 | -3.81% | 2.22% | 2024-09-30 | $239 | ~$200 | +19.31% | |
| 12 | MEDTRONIC PLC | $876.1M | 1.59% | 10,826,014 | -439,700 | -3.90% | 2.20% | 2020-12-31 | $81 | ~$87 | -6.67% | |
| 13 | WASTE CONNECTIONS INC WCN | $634.1M | 1.15% | 3,794,258 | -81,138 | -2.09% | 1.43% | 2022-06-30 | $167 | ~$132 | +26.87% | |
| 14 | AON PLC | $614.5M | 1.11% | 1,875,859 | -76,520 | -3.92% | 1.44% | 2020-09-30 | $328 | ~$232 | +41.50% | |
| 15 | GE AEROSPACE GE | $605.8M | 1.10% | 1,620,961 | -668,953 | -29.21% | 1.43% | 2023-12-31 | $374 | ~$108 | +245.94% | |
| 16 | CARPENTER TECHNOLOGY CORP CRS | $151.2M | 0.27% | 249,050 | -229,264 | -47.93% | 0.40% | 2024-09-30 | $607 | ~$237 | +156.54% | |
| 17 | LLOYDS BANKING GROUP PLC LYG | $150.4M | 0.27% | 26,155,105 | -393,129 | -1.48% | 0.29% | 2026-03-31 | $6 | ~$5 | +5.59% | |
| 18 | BRITISH AMERN TOB PLC BTI | $146.1M | 0.26% | 2,329,421 | -33,397 | -1.41% | 0.31% | 2025-09-30 | $63 | ~$59 | +5.90% | |
| 19 | ACM RESH INC ACMR | $109.1M | 0.20% | 917,651 | -943,223 | -50.69% | 0.16% | 2025-12-31 | $119 | ~$54 | +121.74% | |
| 20 | EVERCORE INC EVR | $33.4M | 0.06% | 99,887 | -261 | -0.26% | 0.07% | 2023-03-31 | $335 | ~$162 | +106.80% | |
| 21 | APPLIED INDL TECHNOLOGIES IN AIT | $33.4M | 0.06% | 99,840 | -29,262 | -22.67% | 0.08% | 2023-03-31 | $334 | ~$179 | +86.34% | |
| 22 | GDS HLDGS LTD GDS | $32.6M | 0.06% | 1,111,344 | -622,593 | -35.91% | 0.16% | 2026-03-31 | $29 | ~$43 | -31.53% | |
| 23 | NOVANTA INC NOVT | $29.2M | 0.05% | 185,240 | -1,592 | -0.85% | 0.05% | 2021-06-30 | $158 | ~$132 | +19.95% | |
| 24 | ADVANCED ENERGY INDS AEIS | $28.7M | 0.05% | 82,512 | -16,180 | -16.39% | 0.07% | 2025-12-31 | $348 | ~$213 | +63.14% | |
| 25 | SAIA INC SAIA | $26.0M | 0.05% | 61,010 | -556 | -0.90% | 0.05% | 2013-03-31 | $426 | ~$295 | +44.21% | |
| 26 | GUARDANT HEALTH INC GH | $25.7M | 0.05% | 167,010 | -2,721 | -1.60% | 0.03% | 2025-12-31 | $154 | ~$101 | +52.75% | |
| 27 | FORGENT POWER SOLUTIONS INC FPS | $24.7M | 0.04% | 448,666 | -176,412 | -28.22% | 0.04% | 2026-03-31 | $55 | ~$32 | +72.98% | |
| 28 | MERCURY SYS INC MRCY | $24.2M | 0.04% | 219,320 | -4 | -0.00% | 0.03% | 2019-03-31 | $110 | ~$54 | +104.90% | |
| 29 | REGAL REXNORD CORPORATION RRX | $24.1M | 0.04% | 109,690 | -487 | -0.44% | 0.04% | 2013-03-31 | $220 | ~$127 | +73.69% | |
| 30 | EASTGROUP PPTYS INC EGP | $23.3M | 0.04% | 112,762 | -354 | -0.31% | 0.05% | 2023-03-31 | $207 | ~$172 | +20.18% |