WCM Investment Management

Wcm Investment Management as of Sept. 30, 2021

Portfolio Holdings for Wcm Investment Management

Wcm Investment Management holds 204 positions in its portfolio as reported in the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 6.7 $2.9B 26M 111.65
MercadoLibre (MELI) 6.3 $2.8B 1.6M 1679.40
Shopify Cl A (SHOP) 6.3 $2.8B 2.0M 1355.78
Asml Holding N V N Y Registry Shs (ASML) 6.1 $2.7B 3.6M 745.11
ResMed (RMD) 5.5 $2.4B 9.1M 263.55
Lululemon Athletica (LULU) 5.1 $2.2B 5.5M 404.70
Canadian Pacific Railway 4.8 $2.1B 32M 65.07
Mettler-Toledo International (MTD) 4.6 $2.0B 1.5M 1377.36
Accenture Plc Ireland Shs Class A (ACN) 4.4 $1.9B 6.1M 319.92
Icon SHS (ICLR) 4.3 $1.9B 7.2M 262.02
Atlassian Corp Cl A 4.0 $1.8B 4.5M 391.42
Epam Systems (EPAM) 4.0 $1.7B 3.1M 570.48
Steris Shs Usd (STE) 3.2 $1.4B 6.8M 204.28
Aon Shs Cl A (AON) 3.0 $1.3B 4.6M 285.77
Hdfc Bank Sponsored Ads (HDB) 2.8 $1.2B 17M 73.09
Stryker Corporation (SYK) 1.8 $777M 2.9M 263.72
Thermo Fisher Scientific (TMO) 1.4 $616M 1.1M 571.33
West Pharmaceutical Services (WST) 1.4 $613M 1.4M 424.54
Sherwin-Williams Company (SHW) 1.4 $612M 2.2M 279.73
First Republic Bank/san F (FRCB) 1.2 $538M 2.8M 192.88
Old Dominion Freight Line (ODFL) 1.2 $528M 1.8M 285.98
Alcon Ord Shs (ALC) 1.2 $523M 6.5M 80.47
Servicenow (NOW) 1.2 $503M 808k 622.27
Ferrari Nv Ord (RACE) 1.1 $499M 2.4M 209.12
Amphenol Corp Cl A (APH) 1.1 $496M 6.8M 73.23
Visa Com Cl A (V) 1.1 $486M 2.2M 222.75
Nike CL B (NKE) 1.0 $439M 3.0M 145.23
Msci (MSCI) 1.0 $420M 690k 608.34
Repligen Corporation (RGEN) 0.9 $379M 1.3M 288.99
Gra (GGG) 0.8 $368M 5.3M 69.97
Floor & Decor Hldgs Cl A (FND) 0.8 $355M 2.9M 120.79
Entegris (ENTG) 0.8 $344M 2.7M 125.90
Costco Wholesale Corporation (COST) 0.7 $324M 720k 449.35
Church & Dwight (CHD) 0.7 $321M 3.9M 82.57
Lam Research Corporation 0.7 $297M 521k 569.15
Heico Corp Cl A (HEI.A) 0.6 $273M 2.3M 118.43
Fair Isaac Corporation (FICO) 0.5 $233M 586k 397.93
WNS HLDGS Spon Adr 0.3 $141M 1.7M 81.80
Yandex N V Shs Class A (NBIS) 0.2 $106M 1.3M 79.69
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $101M 682k 148.05
Globant S A (GLOB) 0.2 $94M 334k 281.01
Grupo Aeroportuario Del Sure Spon Adr Ser B (ASR) 0.1 $56M 299k 187.00
Stevanato Group S P A Ord Shs (STVN) 0.1 $55M 2.2M 25.31
Focus Finl Partners Com Cl A 0.1 $55M 1.0M 52.37
ePlus (PLUS) 0.1 $52M 508k 102.61
XP Cl A (XP) 0.1 $48M 1.2M 40.17
Thoughtworks Holding (TWKS) 0.1 $43M 1.5M 28.71
Virtus Investment Partners (VRTS) 0.1 $39M 125k 310.32
Freshworks Class A Com (FRSH) 0.1 $38M 897k 42.69
Coupang Cl A (CPNG) 0.1 $38M 1.4M 27.85
CMC Materials 0.1 $38M 306k 123.23
UniFirst Corporation (UNF) 0.1 $37M 176k 212.62
Procore Technologies (PCOR) 0.1 $37M 416k 89.34
Enstar Group SHS (ESGR) 0.1 $36M 152k 234.73
Crane 0.1 $35M 371k 94.81
Cushman Wakefield SHS (CWK) 0.1 $33M 1.8M 18.61
Wyndham Hotels And Resorts (WH) 0.1 $33M 423k 77.19
Inter Parfums (IPAR) 0.1 $33M 436k 74.77
Verra Mobility Corp verra mobility corp (VRRM) 0.1 $32M 2.1M 15.07
Grocery Outlet Hldg Corp (GO) 0.1 $31M 1.4M 21.57
Beacon Roofing Supply (BECN) 0.1 $30M 635k 47.76
Element Solutions (ESI) 0.1 $30M 1.4M 21.68
Credicorp (BAP) 0.1 $29M 265k 110.94
America's Car-Mart (CRMT) 0.1 $29M 250k 116.78
Controladora Vuela Comp De A Spon Adr Rp 10 (VLRS) 0.1 $29M 1.3M 21.81
Addus Homecare Corp (ADUS) 0.1 $29M 361k 79.75
Emcor (EME) 0.1 $28M 246k 115.38
ICU Medical, Incorporated (ICUI) 0.1 $27M 116k 233.38
Headhunter Group Sponsored Ads 0.1 $27M 551k 48.80
Landstar System (LSTR) 0.1 $26M 166k 157.82
Neogames S A SHS 0.1 $25M 673k 36.72
EnerSys (ENS) 0.1 $22M 294k 74.44
Ollies Bargain Outlt Hldgs I (OLLI) 0.0 $21M 341k 60.28
Dorman Products (DORM) 0.0 $20M 214k 94.67
American Woodmark Corporation (AMWD) 0.0 $20M 307k 65.37
Sp Plus 0.0 $20M 636k 30.67
Healthcare Services (HCSG) 0.0 $19M 770k 24.99
Brooks Automation (AZTA) 0.0 $19M 185k 102.35
Global Blue Group Holding Ord Shs (GB) 0.0 $17M 2.6M 6.46
Performance Food (PFGC) 0.0 $15M 332k 46.46
Tetra Tech (TTEK) 0.0 $15M 103k 149.34
Azul S A Sponsr Adr Pfd (AZUL) 0.0 $15M 755k 20.06
M/a (MTSI) 0.0 $15M 231k 64.87
Us Ecology 0.0 $15M 462k 32.35
Boot Barn Hldgs (BOOT) 0.0 $15M 167k 88.87
Hemisphere Media Group Cl A 0.0 $15M 1.2M 12.18
Helen Of Troy (HELE) 0.0 $15M 65k 224.68
Wingstop (WING) 0.0 $14M 88k 163.93
John Bean Technologies Corporation 0.0 $14M 101k 140.55
Planet Fitness Cl A (PLNT) 0.0 $14M 178k 78.55
Axon Enterprise (AXON) 0.0 $14M 79k 175.02
Wright Express (WEX) 0.0 $14M 79k 176.14
Alaska Air (ALK) 0.0 $14M 230k 58.60
Servisfirst Bancshares (SFBS) 0.0 $13M 173k 77.80
Callaway Golf Company (MODG) 0.0 $13M 483k 27.63
LivePerson (LPSN) 0.0 $13M 223k 58.95
Rexford Industrial Realty Inc reit (REXR) 0.0 $13M 231k 56.75
Saia (SAIA) 0.0 $13M 55k 238.02
Anaplan 0.0 $13M 213k 60.89
Semtech Corporation (SMTC) 0.0 $13M 166k 77.97
Casey's General Stores (CASY) 0.0 $13M 68k 188.44
Willscot Mobil Mini Hldng Com Cl A (WSC) 0.0 $13M 400k 31.72
Blackline (BL) 0.0 $13M 107k 118.06
Euronet Worldwide (EEFT) 0.0 $13M 98k 127.28
NuVasive 0.0 $12M 208k 59.85
Shockwave Med 0.0 $12M 60k 205.89
Tandem Diabetes Care Com New (TNDM) 0.0 $12M 104k 119.38
Avient Corp (AVNT) 0.0 $12M 259k 46.35
Marriott Vacations Wrldwde Cp (VAC) 0.0 $12M 76k 157.33
Upland Software (UPLD) 0.0 $12M 358k 33.44
Sprout Social Com Cl A (SPT) 0.0 $12M 96k 121.95
Pinnacle Financial Partners (PNFP) 0.0 $12M 124k 94.08
Vectrus (VVX) 0.0 $12M 232k 50.28
Merit Medical Systems (MMSI) 0.0 $12M 161k 71.80
ACI Worldwide (ACIW) 0.0 $12M 375k 30.73
Ufp Industries (UFPI) 0.0 $12M 168k 67.98
Maximus (MMS) 0.0 $11M 137k 83.20
Topbuild (BLD) 0.0 $11M 55k 204.80
Smartsheet Com Cl A (SMAR) 0.0 $11M 162k 68.82
Cass Information Systems (CASS) 0.0 $11M 256k 41.85
Primerica (PRI) 0.0 $11M 70k 153.62
Brunswick Corporation (BC) 0.0 $11M 112k 95.27
Ingevity (NGVT) 0.0 $10M 146k 71.37
Science App Int'l (SAIC) 0.0 $10M 120k 85.56
Timken Company (TKR) 0.0 $10M 154k 65.42
Cryoport Com Par $0.001 (CYRX) 0.0 $9.5M 143k 66.51
Api Group Corp Com Stk (APG) 0.0 $9.4M 460k 20.35
Q2 Holdings (QTWO) 0.0 $9.3M 116k 80.14
LHC 0.0 $9.1M 58k 156.91
Clarus Corp (CLAR) 0.0 $9.0M 351k 25.63
Shift4 Pmts Cl A (FOUR) 0.0 $8.8M 114k 77.52
Biohaven Pharmaceutical Holding 0.0 $8.5M 61k 138.91
Elastic N V Ord Shs (ESTC) 0.0 $8.3M 55k 148.99
Chase Corporation 0.0 $8.2M 80k 102.15
Toast Cl A (TOST) 0.0 $8.1M 163k 49.95
Mercury Computer Systems (MRCY) 0.0 $7.9M 167k 47.42
AtriCure (ATRC) 0.0 $7.9M 113k 69.55
Pacific Biosciences of California (PACB) 0.0 $7.7M 302k 25.55
1life Healthcare 0.0 $7.5M 373k 20.25
Arrowhead Pharmaceuticals (ARWR) 0.0 $7.5M 119k 62.43
Natera (NTRA) 0.0 $7.3M 65k 111.44
Ultragenyx Pharmaceutical (RARE) 0.0 $6.6M 73k 90.19
Surgery Partners (SGRY) 0.0 $6.6M 155k 42.34
Insmed Com Par $.01 (INSM) 0.0 $6.2M 226k 27.54
Adapthealth Corp Common Stock (AHCO) 0.0 $5.9M 254k 23.29
Nanostring Technologies (NSTGQ) 0.0 $5.9M 122k 48.01
Fate Therapeutics (FATE) 0.0 $5.5M 94k 59.27
Halozyme Therapeutics (HALO) 0.0 $5.5M 136k 40.68
Ligand Pharmaceuticals Com New (LGND) 0.0 $4.2M 30k 139.32
Snap Cl A (SNAP) 0.0 $4.2M 56k 73.87
Iovance Biotherapeutics (IOVA) 0.0 $3.7M 152k 24.66
Netflix (NFLX) 0.0 $3.7M 6.0k 610.33
Turning Point Therapeutics I 0.0 $3.6M 55k 66.43
HEICO Corporation (HEI) 0.0 $3.6M 27k 131.87
Amazon (AMZN) 0.0 $3.5M 1.1k 3285.05
Dex (DXCM) 0.0 $3.4M 6.2k 546.83
Phathom Pharmaceuticals (PHAT) 0.0 $3.4M 104k 32.10
Maravai Lifesciences Hldgs I Com Cl A (MRVI) 0.0 $3.2M 65k 49.07
Netease Sponsored Ads (NTES) 0.0 $3.2M 37k 85.39
Bridgebio Pharma (BBIO) 0.0 $3.1M 66k 46.87
Square Cl A (SQ) 0.0 $3.0M 13k 239.80
Rocket Pharmaceuticals (RCKT) 0.0 $2.9M 97k 29.89
Reata Pharmaceuticals Cl A 0.0 $2.7M 27k 100.60
Bill Com Holdings Ord (BILL) 0.0 $2.7M 10k 266.92
Novanta (NOVT) 0.0 $2.6M 17k 154.52
Axsome Therapeutics (AXSM) 0.0 $2.4M 74k 32.96
Jones Lang LaSalle Incorporated (JLL) 0.0 $1.9M 7.5k 248.14
Sony Group Corporation Sponsored Adr (SONY) 0.0 $1.7M 15k 110.58
Simulations Plus (SLP) 0.0 $1.6M 40k 39.50
Illumina (ILMN) 0.0 $1.3M 3.3k 405.68
Cdk Global Inc equities 0.0 $1.3M 30k 42.54
Brown & Brown (BRO) 0.0 $1.2M 22k 55.46
Cae (CAE) 0.0 $1.2M 41k 29.86
Brookfield Asset Mgmt Cl A Ltd Vt Sh 0.0 $1.1M 21k 53.53
Icici Bank Adr (IBN) 0.0 $1.1M 57k 18.87
Relx Sponsored Adr (RELX) 0.0 $1.0M 36k 28.87
Trane Technologies SHS (TT) 0.0 $1.0M 5.9k 172.65
Baidu Spon Adr Rep A (BIDU) 0.0 $1.0M 6.6k 153.74
CarMax (KMX) 0.0 $967k 7.6k 127.98
Vail Resorts (MTN) 0.0 $948k 2.8k 334.16
Carlisle Companies (CSL) 0.0 $923k 4.6k 198.79
Chubb (CB) 0.0 $881k 5.1k 173.46
Medtronic SHS (MDT) 0.0 $880k 7.0k 125.30
Workday Cl A (WDAY) 0.0 $875k 3.5k 250.00
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.0 $858k 11k 79.31
Nice Sponsored Adr (NICE) 0.0 $847k 3.0k 283.94
Cgi Cl A Sub Vtg (GIB) 0.0 $840k 9.9k 84.75
Lincoln Electric Holdings (LECO) 0.0 $748k 5.8k 128.83
Watsco, Incorporated (WSO) 0.0 $736k 2.8k 264.75
Open Text Corp (OTEX) 0.0 $721k 15k 48.77
Godaddy Cl A (GDDY) 0.0 $719k 10k 69.69
Te Connectivity Reg Shs 0.0 $709k 5.2k 137.27
Koninklijke Philips N V Ny Regis Shs New (PHG) 0.0 $698k 16k 44.44
Ptc (PTC) 0.0 $574k 4.8k 119.76
Grupo Aeroportuario Del Cent Spon Adr (OMAB) 0.0 $561k 12k 46.88
Markel Corporation (MKL) 0.0 $520k 435.00 1195.40
IDEX Corporation (IEX) 0.0 $417k 2.0k 207.05
Descartes Sys Grp (DSGX) 0.0 $377k 4.6k 81.32
Kanzhun Sponsored Ads (BZ) 0.0 $369k 10k 35.95
Fmc Corp Com New (FMC) 0.0 $365k 4.0k 91.55
Astrazeneca Sponsored Adr (AZN) 0.0 $270k 4.5k 60.09
Mastercard Incorporated Cl A (MA) 0.0 $270k 777.00 347.49
American Tower Reit (AMT) 0.0 $234k 882.00 265.31
Cdw (CDW) 0.0 $225k 1.2k 182.04