WCM Investment Management

Wcm Investment Management as of Sept. 30, 2023

Portfolio Holdings for Wcm Investment Management

Wcm Investment Management holds 208 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Canadian Pacific Kansas City (CP) 8.3 $2.8B 38M 74.41
Atlassian Corporation Cl A (TEAM) 5.6 $1.9B 9.4M 202.30
Icon SHS (ICLR) 5.5 $1.9B 7.6M 246.25
Icici Bank Adr (IBN) 4.8 $1.6B 70M 23.12
Aon Shs Cl A (AON) 4.7 $1.6B 4.9M 324.33
Linde SHS (LIN) 4.2 $1.4B 3.8M 372.35
Waste Connections (WCN) 4.0 $1.4B 10M 134.93
Arch Cap Group Ord (ACGL) 3.7 $1.3B 16M 79.96
Asml Holding N V N Y Registry Shs (ASML) 3.5 $1.2B 2.0M 589.74
Steris Shs Usd (STE) 3.5 $1.2B 5.4M 219.64
Accenture Plc Ireland Shs Class A (ACN) 3.1 $1.1B 3.5M 307.10
Mettler-Toledo International (MTD) 3.0 $1.0B 926k 1108.79
MercadoLibre (MELI) 2.5 $843M 665k 1266.57
Epam Systems (EPAM) 2.1 $722M 2.8M 255.69
Amazon (AMZN) 1.8 $622M 4.9M 127.00
Microsoft Corporation (MSFT) 1.8 $616M 1.9M 316.00
UnitedHealth (UNH) 1.8 $605M 1.2M 505.01
Novo-nordisk A S Adr (NVO) 1.7 $594M 6.5M 90.98
Arthur J. Gallagher & Co. (AJG) 1.7 $592M 2.6M 227.86
Lpl Financial Holdings (LPLA) 1.7 $584M 2.5M 237.65
Visa Com Cl A (V) 1.7 $574M 2.5M 230.07
Datadog Cl A Com (DDOG) 1.7 $573M 6.3M 91.09
Arista Networks (ANET) 1.6 $553M 3.0M 183.69
Stryker Corporation (SYK) 1.6 $532M 1.9M 273.64
Thermo Fisher Scientific (TMO) 1.5 $500M 987k 506.10
Ferrari Nv Ord (RACE) 1.4 $493M 1.7M 295.54
Entegris (ENTG) 1.4 $484M 5.2M 93.91
McKesson Corporation (MCK) 1.4 $474M 1.1M 434.95
Booz Allen Hamilton Hldg Cor Cl A (BAH) 1.3 $458M 4.2M 109.27
Old Dominion Freight Line (ODFL) 1.2 $417M 1.0M 411.66
Floor & Decor Hldgs Cl A (FND) 1.2 $405M 4.5M 90.50
Lam Research Corporation (LRCX) 1.1 $374M 597k 626.46
Corteva (CTVA) 1.0 $353M 6.9M 51.16
NVIDIA Corporation (NVDA) 1.0 $339M 778k 435.50
Astrazeneca Sponsored Adr (AZN) 1.0 $338M 5.0M 67.72
Heico Corp Cl A (HEI.A) 0.9 $318M 2.5M 129.50
Ferguson SHS (FERG) 0.9 $307M 1.9M 164.47
Costco Wholesale Corporation (COST) 0.9 $300M 531k 564.96
Snowflake Cl A (SNOW) 0.8 $286M 1.9M 153.21
Thomson Reuters Corp. (TRI) 0.6 $210M 1.7M 122.65
Fomento Economico Mexicano S Spon Adr Units (FMX) 0.2 $80M 732k 109.76
Globant S A (GLOB) 0.2 $72M 359k 199.18
Fabrinet SHS (FN) 0.2 $53M 321k 166.62
Tetra Tech (TTEK) 0.1 $50M 332k 151.70
Brooks Automation (AZTA) 0.1 $45M 904k 50.19
WNS HLDGS Spon Adr 0.1 $44M 639k 68.92
Addus Homecare Corp (ADUS) 0.1 $44M 515k 85.33
Verra Mobility Corp Cl A Com Stk (VRRM) 0.1 $40M 2.1M 18.75
Element Solutions (ESI) 0.1 $39M 2.0M 19.59
ePlus (PLUS) 0.1 $38M 591k 63.68
Coupang Cl A (CPNG) 0.1 $37M 2.2M 17.01
Bill Com Holdings Ord (BILL) 0.1 $36M 331k 108.57
Enstar Group SHS (ESGR) 0.1 $33M 135k 241.12
Api Group Corp Com Stk (APG) 0.1 $32M 1.2M 25.87
Landstar System (LSTR) 0.1 $31M 172k 177.09
Shockwave Med (SWAV) 0.1 $30M 150k 200.10
Hayward Hldgs (HAYW) 0.1 $27M 1.9M 14.32
Zto Express Cayman Sponsored Ads A (ZTO) 0.1 $27M 1.1M 24.20
Hillman Solutions Corp (HLMN) 0.1 $26M 3.2M 8.15
Ensign (ENSG) 0.1 $26M 283k 92.83
Grocery Outlet Hldg Corp (GO) 0.1 $26M 903k 28.85
Beacon Roofing Supply (BECN) 0.1 $26M 329k 77.53
Ollies Bargain Outlt Hldgs I (OLLI) 0.1 $25M 319k 77.44
Inter Parfums (IPAR) 0.1 $25M 183k 134.05
Wyndham Hotels And Resorts (WH) 0.1 $24M 343k 69.77
Emcor (EME) 0.1 $24M 113k 210.73
Dorman Products (DORM) 0.1 $23M 310k 75.39
Virtus Investment Partners (VRTS) 0.1 $23M 113k 202.45
UniFirst Corporation (UNF) 0.1 $21M 131k 162.54
Advanced Micro Devices (AMD) 0.1 $21M 204k 103.64
ICU Medical, Incorporated (ICUI) 0.1 $21M 177k 119.27
Elastic N V Ord Shs (ESTC) 0.1 $20M 252k 81.11
Repligen Corporation (RGEN) 0.1 $20M 125k 159.78
Azek Cl A (AZEK) 0.1 $19M 655k 29.70
Meridianlink Common Stock (MLNK) 0.1 $19M 1.1M 16.94
Five Below (FIVE) 0.1 $19M 120k 160.90
American Woodmark Corporation (AMWD) 0.1 $19M 255k 75.88
Casey's General Stores (CASY) 0.1 $19M 70k 271.52
Wright Express (WEX) 0.1 $19M 101k 187.10
Ashland (ASH) 0.1 $19M 231k 81.86
Saia (SAIA) 0.1 $19M 47k 401.92
Primerica (PRI) 0.1 $18M 94k 194.51
Permian Resources Corp Class A Com (PR) 0.1 $18M 1.3M 13.97
Fox Factory Hldg (FOXF) 0.1 $18M 179k 99.08
America's Car-Mart (CRMT) 0.1 $18M 193k 90.70
Applied Industrial Technologies (AIT) 0.1 $18M 113k 155.48
Five9 (FIVN) 0.1 $17M 269k 64.30
Veeva Sys Cl A Com (VEEV) 0.1 $17M 84k 204.52
Evercore Class A (EVR) 0.1 $17M 124k 137.88
AMN Healthcare Services (AMN) 0.0 $17M 197k 85.32
John Bean Technologies Corporation (JBT) 0.0 $17M 157k 105.14
Matador Resources (MTDR) 0.0 $16M 276k 59.28
SPS Commerce (SPSC) 0.0 $16M 96k 170.70
Lancaster Colony (LANC) 0.0 $16M 98k 165.10
Mercury Computer Systems (MRCY) 0.0 $16M 436k 37.02
Wingstop (WING) 0.0 $16M 89k 180.11
Casella Waste Sys Cl A (CWST) 0.0 $16M 209k 76.30
Willscot Mobil Mini Hldng Com Cl A (WSC) 0.0 $16M 375k 41.69
Ufp Industries (UFPI) 0.0 $15M 147k 102.52
Texas Roadhouse (TXRH) 0.0 $15M 154k 96.53
E2open Parent Holdings Com Cl A (ETWO) 0.0 $15M 3.2M 4.53
Performance Food (PFGC) 0.0 $15M 245k 59.24
M/a (MTSI) 0.0 $14M 174k 81.94
Caesars Entertainment (CZR) 0.0 $14M 306k 46.35
Trex Company (TREX) 0.0 $14M 230k 61.46
Procore Technologies (PCOR) 0.0 $14M 215k 65.76
Timken Company (TKR) 0.0 $14M 189k 73.67
Boot Barn Hldgs (BOOT) 0.0 $14M 170k 81.19
Csw Industrials (CSWI) 0.0 $14M 79k 175.44
Iac Com New (IAC) 0.0 $14M 270k 50.39
Surgery Partners (SGRY) 0.0 $14M 466k 29.16
Avient Corp (AVNT) 0.0 $13M 376k 35.32
Regal-beloit Corporation (RRX) 0.0 $13M 92k 143.86
Planet Fitness Cl A (PLNT) 0.0 $13M 267k 49.36
Power Integrations (POWI) 0.0 $13M 172k 76.08
Rexford Industrial Realty Inc reit (REXR) 0.0 $13M 254k 49.43
Cushman Wakefield SHS (CWK) 0.0 $12M 1.6M 7.55
Docgo (DCGO) 0.0 $12M 2.2M 5.37
Sp Plus (SP) 0.0 $12M 327k 35.98
Global Blue Group Holding Ord Shs (GB) 0.0 $12M 1.9M 6.19
Smartsheet Com Cl A (SMAR) 0.0 $12M 284k 40.63
Cognex Corporation (CGNX) 0.0 $11M 269k 42.44
Privia Health Group (PRVA) 0.0 $11M 503k 22.59
Halozyme Therapeutics (HALO) 0.0 $11M 292k 38.20
ACI Worldwide (ACIW) 0.0 $10M 461k 22.55
Euronet Worldwide (EEFT) 0.0 $10M 131k 79.38
Shift4 Pmts Cl A (FOUR) 0.0 $10M 185k 55.37
Super Micro Computer (SMCI) 0.0 $10M 37k 275.90
Chipotle Mexican Grill (CMG) 0.0 $10M 5.5k 1838.73
Paycom Software (PAYC) 0.0 $9.9M 38k 259.79
Science App Int'l (SAIC) 0.0 $9.8M 93k 105.74
Callaway Golf Company (MODG) 0.0 $9.4M 683k 13.75
Modine Manufacturing (MOD) 0.0 $9.4M 202k 46.25
Rambus (RMBS) 0.0 $9.2M 165k 55.84
AtriCure (ATRC) 0.0 $9.0M 206k 43.80
Ci&t Com Cl A (CINT) 0.0 $8.8M 1.4M 6.50
Shopify Cl A (SHOP) 0.0 $8.4M 153k 54.74
Irhythm Technologies (IRTC) 0.0 $7.8M 83k 94.26
Controladora Vuela Comp De A Spon Adr Rp 10 (VLRS) 0.0 $7.6M 1.1M 6.86
Bridgebio Pharma (BBIO) 0.0 $7.5M 285k 26.37
Insmed Com Par $.01 (INSM) 0.0 $7.3M 290k 25.25
Axsome Therapeutics (AXSM) 0.0 $6.7M 96k 69.89
Ishares Tr Msci Eafe Etf (EFA) 0.0 $6.7M 97k 68.92
Brown & Brown (BRO) 0.0 $6.7M 95k 69.84
Health Catalyst (HCAT) 0.0 $6.6M 648k 10.12
R1 RCM (RCM) 0.0 $6.5M 430k 15.23
Rocket Pharmaceuticals (RCKT) 0.0 $5.9M 289k 20.39
Thoughtworks Holding (TWKS) 0.0 $5.6M 1.4M 4.06
Godaddy Cl A (GDDY) 0.0 $5.5M 74k 74.86
Yeti Hldgs (YETI) 0.0 $5.1M 105k 48.26
Watsco, Incorporated (WSO) 0.0 $5.0M 13k 378.18
Gartner (IT) 0.0 $4.8M 14k 346.42
Jones Lang LaSalle Incorporated (JLL) 0.0 $4.6M 32k 141.85
Ptc (PTC) 0.0 $4.5M 32k 141.43
Monster Beverage Corp (MNST) 0.0 $4.4M 83k 52.88
Gra (GGG) 0.0 $4.3M 58k 73.07
Cryoport Com Par $0.001 (CYRX) 0.0 $4.1M 300k 13.71
Siteone Landscape Supply (SITE) 0.0 $4.1M 25k 164.10
Arrowhead Pharmaceuticals (ARWR) 0.0 $4.1M 152k 26.76
Ryanair Holdings Sponsored Ads (RYAAY) 0.0 $4.0M 41k 96.69
Ultragenyx Pharmaceutical (RARE) 0.0 $3.9M 108k 35.77
MKS Instruments (MKSI) 0.0 $3.8M 44k 86.68
Masco Corporation (MAS) 0.0 $3.7M 70k 53.57
EOG Resources (EOG) 0.0 $3.6M 28k 127.14
Zebra Technologies Corporati Cl A (ZBRA) 0.0 $3.5M 15k 238.10
Karuna Therapeutics Ord 0.0 $3.3M 20k 169.09
Natera (NTRA) 0.0 $3.2M 73k 43.74
Mastercard Incorporated Cl A (MA) 0.0 $3.1M 8.0k 395.46
Keros Therapeutics (KROS) 0.0 $3.1M 98k 31.88
Novanta (NOVT) 0.0 $3.0M 21k 143.45
CarMax (KMX) 0.0 $2.9M 41k 70.60
Baker Hughes Company Cl A (BKR) 0.0 $2.8M 78k 35.39
EastGroup Properties (EGP) 0.0 $2.7M 16k 165.86
Hdfc Bank Sponsored Ads (HDB) 0.0 $2.7M 45k 59.01
Cubesmart (CUBE) 0.0 $2.4M 64k 38.03
East West Ban (EWBC) 0.0 $2.3M 44k 52.93
Netflix (NFLX) 0.0 $2.3M 6.0k 376.81
Credicorp (BAP) 0.0 $2.1M 17k 128.67
International Flavors & Fragrances (IFF) 0.0 $2.0M 30k 67.97
Endava Ads (DAVA) 0.0 $1.9M 33k 58.19
Ishares Esg Awr Msci Em (ESGE) 0.0 $1.9M 62k 30.26
Schlumberger Com Stk (SLB) 0.0 $1.9M 32k 58.62
Simulations Plus (SLP) 0.0 $1.7M 40k 41.56
Ubs Group SHS (UBS) 0.0 $1.7M 67k 24.67
Alcon Ord Shs (ALC) 0.0 $1.7M 21k 77.21
Canadian Natural Resources (CNQ) 0.0 $1.5M 23k 64.67
Sony Group Corp Sponsored Adr (SONY) 0.0 $1.5M 18k 82.47
Cgi Cl A Sub Vtg (GIB) 0.0 $1.3M 13k 98.49
Baidu Spon Adr Rep A (BIDU) 0.0 $1.1M 8.5k 134.35
Tfii Cn (TFII) 0.0 $1.1M 8.6k 129.37
Trane Technologies SHS (TT) 0.0 $1.1M 5.4k 204.06
Hess (HES) 0.0 $991k 6.3k 156.64
Haleon Spon Ads (HLN) 0.0 $951k 114k 8.33
Relx Sponsored Adr (RELX) 0.0 $935k 28k 33.71
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $932k 11k 87.03
Chubb (CB) 0.0 $925k 4.4k 208.18
Micron Technology (MU) 0.0 $807k 12k 65.20
Workday Cl A (WDAY) 0.0 $754k 3.5k 215.55
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.0 $727k 22k 33.34
Grupo Aeropuerto Del Pacific Spon Adr B (PAC) 0.0 $718k 4.1k 174.76
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $651k 21k 31.27
Nice Sponsored Adr (NICE) 0.0 $596k 3.5k 170.27
Illumina (ILMN) 0.0 $454k 3.3k 137.57
Cdw (CDW) 0.0 $257k 1.3k 202.21
Molina Healthcare (MOH) 0.0 $222k 666.00 333.32
HEICO Corporation (HEI) 0.0 $90k 554.00 162.74
Ishares Tr Msci Saudi Arbia (KSA) 0.0 $56k 1.4k 38.91
Yandex N V Shs Class A (YNDX) 0.0 $0 1.4M 0.00