Wcm Investment Management as of June 30, 2020
Portfolio Holdings for Wcm Investment Management
Wcm Investment Management holds 180 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Shopify Cl A (SHOP) | 11.9 | $3.1B | 3.3M | 949.20 | |
| Lululemon Athletica (LULU) | 9.5 | $2.5B | 7.9M | 312.01 | |
| MercadoLibre (MELI) | 8.6 | $2.2B | 2.3M | 985.77 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 6.8 | $1.8B | 31M | 56.77 | |
| ResMed (RMD) | 6.2 | $1.6B | 8.5M | 192.00 | |
| Accenture Plc Ireland Shs Class A (ACN) | 6.1 | $1.6B | 7.4M | 214.72 | |
| Asml Holding N V N Y Registry Shs (ASML) | 6.0 | $1.6B | 4.2M | 368.03 | |
| Canadian Pacific Railway | 5.9 | $1.5B | 6.0M | 255.34 | |
| Hdfc Bank Sponsored Ads (HDB) | 4.3 | $1.1B | 24M | 45.46 | |
| Mettler-Toledo International (MTD) | 4.1 | $1.1B | 1.3M | 805.55 | |
| Steris Shs Usd (STE) | 3.7 | $967M | 6.3M | 153.44 | |
| Icon SHS (ICLR) | 2.5 | $654M | 3.9M | 168.46 | |
| West Pharmaceutical Services (WST) | 1.4 | $354M | 1.6M | 227.17 | |
| Alcon Ord Shs (ALC) | 1.1 | $297M | 5.2M | 57.32 | |
| Visa Com Cl A (V) | 1.1 | $294M | 1.5M | 193.17 | |
| Stryker Corporation (SYK) | 1.1 | $290M | 1.6M | 180.19 | |
| Smith & Nephew Group Spdn Adr New (SNN) | 1.0 | $268M | 7.0M | 38.12 | |
| Crown Castle Intl (CCI) | 0.9 | $222M | 1.3M | 167.35 | |
| Ferrari Nv Ord (RACE) | 0.8 | $213M | 1.2M | 171.01 | |
| Ecolab (ECL) | 0.8 | $210M | 1.1M | 198.95 | |
| First Republic Bank/san F (FRCB) | 0.8 | $206M | 1.9M | 105.99 | |
| Ansys (ANSS) | 0.8 | $201M | 690k | 291.73 | |
| Thermo Fisher Scientific (TMO) | 0.7 | $194M | 536k | 362.34 | |
| Illumina (ILMN) | 0.7 | $184M | 497k | 370.35 | |
| Gra (GGG) | 0.7 | $177M | 3.7M | 47.99 | |
| Verisk Analytics (VRSK) | 0.7 | $170M | 1.0M | 170.20 | |
| Fair Isaac Corporation (FICO) | 0.7 | $170M | 406k | 418.04 | |
| IDEXX Laboratories (IDXX) | 0.6 | $165M | 501k | 330.16 | |
| Msci (MSCI) | 0.6 | $163M | 489k | 333.82 | |
| Canadian Natl Ry (CNI) | 0.6 | $162M | 1.8M | 88.57 | |
| Costco Wholesale Corporation (COST) | 0.6 | $154M | 509k | 303.21 | |
| Amphenol Corp Cl A (APH) | 0.6 | $154M | 1.6M | 95.81 | |
| Servicenow (NOW) | 0.6 | $153M | 377k | 405.06 | |
| Sherwin-Williams Company (SHW) | 0.6 | $149M | 258k | 577.85 | |
| Church & Dwight (CHD) | 0.5 | $135M | 1.7M | 77.30 | |
| Heico Corp Cl A (HEI.A) | 0.5 | $133M | 1.6M | 81.24 | |
| Boston Scientific Corporation (BSX) | 0.5 | $133M | 3.8M | 35.11 | |
| Intercontinental Exchange (ICE) | 0.5 | $127M | 1.4M | 91.60 | |
| Cooper Cos Com New | 0.5 | $122M | 430k | 283.64 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.3 | $89M | 413k | 215.70 | |
| Yandex N V Shs Class A (YNDX) | 0.2 | $61M | 1.2M | 50.02 | |
| WNS HLDGS Spon Adr | 0.2 | $45M | 816k | 54.98 | |
| Epam Systems (EPAM) | 0.1 | $31M | 125k | 252.01 | |
| Globant S A (GLOB) | 0.1 | $28M | 187k | 149.85 | |
| Focus Finl Partners Com Cl A | 0.1 | $25M | 745k | 33.05 | |
| UniFirst Corporation (UNF) | 0.1 | $21M | 116k | 178.95 | |
| EnerSys (ENS) | 0.1 | $20M | 313k | 64.38 | |
| Manhattan Associates (MANH) | 0.1 | $20M | 209k | 94.20 | |
| Healthcare Services (HCSG) | 0.1 | $19M | 793k | 24.46 | |
| Cabot Microelectronics Corporation | 0.1 | $19M | 133k | 139.54 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.1 | $19M | 179k | 103.46 | |
| ePlus (PLUS) | 0.1 | $18M | 261k | 70.68 | |
| America's Car-Mart (CRMT) | 0.1 | $18M | 203k | 87.87 | |
| Virtus Investment Partners (VRTS) | 0.1 | $18M | 151k | 116.29 | |
| Beacon Roofing Supply (BECN) | 0.1 | $16M | 609k | 26.37 | |
| Addus Homecare Corp (ADUS) | 0.1 | $15M | 165k | 92.56 | |
| Enstar Group SHS (ESGR) | 0.1 | $15M | 98k | 152.77 | |
| Verra Mobility Corp verra mobility corp (VRRM) | 0.1 | $14M | 1.4M | 10.28 | |
| Crane | 0.1 | $14M | 237k | 59.46 | |
| Grupo Aeroportuario Del Sure Spon Adr Ser B (ASR) | 0.0 | $12M | 110k | 112.29 | |
| Elastic N V Ord Shs (ESTC) | 0.0 | $12M | 132k | 92.21 | |
| LivePerson (LPSN) | 0.0 | $12M | 292k | 41.43 | |
| KAR Auction Services (KAR) | 0.0 | $12M | 847k | 13.76 | |
| Semtech Corporation (SMTC) | 0.0 | $12M | 220k | 52.22 | |
| XP Cl A (XP) | 0.0 | $11M | 268k | 42.01 | |
| Axon Enterprise (AXON) | 0.0 | $11M | 114k | 98.13 | |
| Natus Medical | 0.0 | $11M | 483k | 21.82 | |
| Emcor (EME) | 0.0 | $11M | 159k | 66.14 | |
| Credicorp (BAP) | 0.0 | $9.4M | 70k | 133.67 | |
| LHC | 0.0 | $9.3M | 53k | 174.31 | |
| Dorman Products (DORM) | 0.0 | $9.3M | 138k | 67.07 | |
| Charles River Laboratories (CRL) | 0.0 | $9.1M | 52k | 174.34 | |
| Merit Medical Systems (MMSI) | 0.0 | $9.1M | 200k | 45.65 | |
| Pluralsight Com Cl A | 0.0 | $9.1M | 505k | 18.05 | |
| Ufp Industries (UFPI) | 0.0 | $8.8M | 179k | 49.51 | |
| Headhunter Group Sponsored Ads | 0.0 | $8.8M | 378k | 23.38 | |
| Woodward Governor Company (WWD) | 0.0 | $8.7M | 113k | 77.54 | |
| Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $8.5M | 103k | 82.21 | |
| Sp Plus (SP) | 0.0 | $8.4M | 408k | 20.71 | |
| Tandem Diabetes Care Com New (TNDM) | 0.0 | $8.4M | 85k | 98.92 | |
| Emergent BioSolutions (EBS) | 0.0 | $8.3M | 105k | 79.08 | |
| Boot Barn Hldgs (BOOT) | 0.0 | $8.2M | 381k | 21.56 | |
| John Bean Technologies Corporation (JBT) | 0.0 | $8.2M | 96k | 86.02 | |
| Landstar System (LSTR) | 0.0 | $8.2M | 73k | 112.32 | |
| American Woodmark Corporation (AMWD) | 0.0 | $8.2M | 108k | 75.65 | |
| ACI Worldwide (ACIW) | 0.0 | $8.0M | 298k | 26.99 | |
| Azul S A Sponsr Adr Pfd (AZUL) | 0.0 | $8.0M | 713k | 11.18 | |
| Blackline (BL) | 0.0 | $7.9M | 96k | 82.92 | |
| Planet Fitness Cl A (PLNT) | 0.0 | $7.9M | 130k | 60.57 | |
| Tetra Tech (TTEK) | 0.0 | $7.7M | 97k | 79.12 | |
| Callaway Golf Company (MODG) | 0.0 | $7.6M | 437k | 17.51 | |
| Topbuild (BLD) | 0.0 | $7.6M | 67k | 113.77 | |
| Hemisphere Media Group Cl A | 0.0 | $7.6M | 775k | 9.83 | |
| Primerica (PRI) | 0.0 | $7.5M | 64k | 116.61 | |
| Performance Food (PFGC) | 0.0 | $7.4M | 255k | 29.14 | |
| Shockwave Med (SWAV) | 0.0 | $7.3M | 154k | 47.37 | |
| Americold Rlty Tr (COLD) | 0.0 | $7.3M | 201k | 36.30 | |
| Natera (NTRA) | 0.0 | $7.3M | 146k | 49.86 | |
| Wright Express (WEX) | 0.0 | $7.2M | 44k | 165.00 | |
| Ingevity (NGVT) | 0.0 | $7.2M | 138k | 52.57 | |
| NuVasive | 0.0 | $7.2M | 130k | 55.67 | |
| Mercury Computer Systems (MRCY) | 0.0 | $7.2M | 92k | 78.66 | |
| Ishares Tr Msci India Etf (INDA) | 0.0 | $7.2M | 249k | 29.02 | |
| Wingstop (WING) | 0.0 | $7.2M | 52k | 138.98 | |
| Cass Information Systems (CASS) | 0.0 | $7.1M | 182k | 39.03 | |
| Science App Int'l (SAIC) | 0.0 | $7.0M | 90k | 77.67 | |
| Gan Ord Shs (GAN) | 0.0 | $7.0M | 274k | 25.45 | |
| Brunswick Corporation (BC) | 0.0 | $7.0M | 109k | 64.00 | |
| Repligen Corporation (RGEN) | 0.0 | $6.9M | 56k | 123.61 | |
| Rexford Industrial Realty Inc reit (REXR) | 0.0 | $6.9M | 166k | 41.43 | |
| Casey's General Stores (CASY) | 0.0 | $6.8M | 46k | 149.51 | |
| Pinnacle Financial Partners (PNFP) | 0.0 | $6.8M | 162k | 41.99 | |
| AtriCure (ATRC) | 0.0 | $6.8M | 151k | 44.95 | |
| Trex Company (TREX) | 0.0 | $6.8M | 52k | 130.07 | |
| Proofpoint | 0.0 | $6.7M | 60k | 111.11 | |
| Omnicell (OMCL) | 0.0 | $6.7M | 94k | 70.62 | |
| Arrowhead Pharmaceuticals (ARWR) | 0.0 | $6.4M | 148k | 43.19 | |
| Maximus (MMS) | 0.0 | $6.2M | 88k | 70.45 | |
| Medallia | 0.0 | $6.1M | 240k | 25.24 | |
| Rogers Corporation (ROG) | 0.0 | $5.8M | 47k | 124.60 | |
| Penumbra (PEN) | 0.0 | $5.8M | 32k | 178.81 | |
| Brightview Holdings (BV) | 0.0 | $5.6M | 504k | 11.20 | |
| Us Ecology | 0.0 | $5.5M | 164k | 33.88 | |
| Halozyme Therapeutics (HALO) | 0.0 | $5.5M | 204k | 26.81 | |
| FLIR Systems | 0.0 | $5.3M | 132k | 40.57 | |
| Chase Corporation | 0.0 | $5.3M | 52k | 102.50 | |
| AMN Healthcare Services (AMN) | 0.0 | $5.1M | 114k | 45.24 | |
| Surgery Partners (SGRY) | 0.0 | $5.1M | 442k | 11.57 | |
| Tabula Rasa Healthcare | 0.0 | $5.1M | 93k | 54.73 | |
| Ultragenyx Pharmaceutical (RARE) | 0.0 | $5.0M | 64k | 78.21 | |
| Biohaven Pharmaceutical Holding | 0.0 | $4.5M | 62k | 73.12 | |
| Regis Corporation | 0.0 | $4.4M | 536k | 8.18 | |
| Msa Safety Inc equity (MSA) | 0.0 | $4.3M | 38k | 114.43 | |
| Iovance Biotherapeutics (IOVA) | 0.0 | $4.3M | 158k | 27.45 | |
| Glaukos (GKOS) | 0.0 | $4.3M | 111k | 38.42 | |
| Ligand Pharmaceuticals Com New (LGND) | 0.0 | $4.1M | 36k | 111.84 | |
| Fate Therapeutics (FATE) | 0.0 | $4.0M | 118k | 34.31 | |
| Insmed Com Par $.01 (INSM) | 0.0 | $4.0M | 146k | 27.54 | |
| Reata Pharmaceuticals Cl A | 0.0 | $3.8M | 25k | 156.03 | |
| Neenah Paper | 0.0 | $3.8M | 78k | 49.46 | |
| Axsome Therapeutics (AXSM) | 0.0 | $3.8M | 46k | 82.27 | |
| Myokardia | 0.0 | $3.5M | 36k | 96.62 | |
| ACADIA Pharmaceuticals (ACAD) | 0.0 | $3.4M | 70k | 48.47 | |
| Synopsys (SNPS) | 0.0 | $3.4M | 17k | 195.01 | |
| Bridgebio Pharma (BBIO) | 0.0 | $3.2M | 99k | 32.61 | |
| Amazon (AMZN) | 0.0 | $2.9M | 1.1k | 2758.95 | |
| Netflix (NFLX) | 0.0 | $2.7M | 6.0k | 455.00 | |
| Simulations Plus (SLP) | 0.0 | $2.5M | 42k | 59.81 | |
| Coherus Biosciences (CHRS) | 0.0 | $2.3M | 126k | 17.86 | |
| Turning Point Therapeutics I | 0.0 | $2.1M | 33k | 64.59 | |
| Kura Oncology (KURA) | 0.0 | $2.1M | 131k | 16.30 | |
| Kodiak Sciences (KOD) | 0.0 | $1.9M | 36k | 54.13 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $1.8M | 41k | 43.24 | |
| Tradeweb Mkts Cl A (TW) | 0.0 | $1.6M | 28k | 58.14 | |
| Brown & Brown (BRO) | 0.0 | $783k | 19k | 40.75 | |
| A. O. Smith Corporation (AOS) | 0.0 | $675k | 14k | 47.15 | |
| Workday Cl A (WDAY) | 0.0 | $656k | 3.5k | 187.43 | |
| CarMax (KMX) | 0.0 | $583k | 6.5k | 89.62 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $580k | 2.3k | 256.07 | |
| Godaddy Cl A (GDDY) | 0.0 | $515k | 7.0k | 73.39 | |
| Graphic Packaging Holding Company (GPK) | 0.0 | $448k | 32k | 13.98 | |
| Affiliated Managers (AMG) | 0.0 | $436k | 5.9k | 74.53 | |
| Globe Life (GL) | 0.0 | $434k | 5.8k | 74.29 | |
| Watsco, Incorporated (WSO) | 0.0 | $423k | 2.4k | 177.58 | |
| Relx Sponsored Adr (RELX) | 0.0 | $418k | 18k | 23.54 | |
| Aramark Hldgs (ARMK) | 0.0 | $415k | 18k | 22.58 | |
| Lincoln Electric Holdings (LECO) | 0.0 | $407k | 4.8k | 84.21 | |
| Vail Resorts (MTN) | 0.0 | $403k | 2.2k | 182.35 | |
| SEI Investments Company (SEIC) | 0.0 | $369k | 6.7k | 54.94 | |
| F M C Corp Com New (FMC) | 0.0 | $343k | 3.4k | 99.65 | |
| Sony Corp Sponsored Adr (SONY) | 0.0 | $328k | 4.7k | 69.08 | |
| Ptc (PTC) | 0.0 | $321k | 4.1k | 77.80 | |
| Markel Corporation (MKL) | 0.0 | $317k | 343.00 | 924.20 | |
| Helen Of Troy (HELE) | 0.0 | $298k | 1.6k | 188.61 | |
| Nice Sponsored Adr (NICE) | 0.0 | $277k | 1.5k | 189.08 | |
| IDEX Corporation (IEX) | 0.0 | $272k | 1.7k | 157.86 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $268k | 4.4k | 60.80 | |
| Carlisle Companies (CSL) | 0.0 | $247k | 2.1k | 119.79 | |
| Evo Pmts Cl A Com | 0.0 | $233k | 10k | 22.82 | |
| Netease Sponsored Ads (NTES) | 0.0 | $217k | 506.00 | 428.85 |
