WCM Investment Management

Wcm Investment Management as of March 31, 2024

Portfolio Holdings for Wcm Investment Management

Wcm Investment Management holds 247 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Canadian Pacific Kansas City (CP) 7.2 $3.0B 35M 88.17
Icon SHS (ICLR) 5.4 $2.3B 6.7M 335.95
Atlassian Corporation Cl A (TEAM) 4.4 $1.8B 9.4M 195.11
Icici Bank Adr (IBN) 4.0 $1.7B 64M 26.41
Asml Holding N V N Y Registry Shs (ASML) 4.0 $1.7B 1.7M 970.47
Linde SHS (LIN) 3.9 $1.6B 3.5M 464.32
Waste Connections (WCN) 3.8 $1.6B 9.4M 172.01
Aon Shs Cl A (AON) 3.4 $1.4B 4.3M 333.72
MercadoLibre (MELI) 3.2 $1.3B 893k 1511.96
Arch Cap Group Ord (ACGL) 3.1 $1.3B 14M 92.44
Nu Hldgs Ord Shs Cl A (NU) 2.8 $1.2B 100M 11.93
Steris Shs Usd (STE) 2.5 $1.1B 4.7M 224.82
Accenture Plc Ireland Shs Class A (ACN) 2.5 $1.0B 3.0M 346.61
General Electric Com New (GE) 2.4 $1.0B 5.8M 175.53
Amazon (AMZN) 2.1 $887M 4.9M 180.38
Arista Networks (ANET) 2.1 $884M 3.0M 289.98
Microsoft Corporation (MSFT) 2.0 $831M 2.0M 420.72
Coupang Cl A (CPNG) 1.9 $799M 45M 17.79
Monday SHS (MNDY) 1.7 $729M 3.2M 225.87
Entegris (ENTG) 1.7 $720M 5.1M 140.54
NVIDIA Corporation (NVDA) 1.7 $719M 796k 903.56
Intuitive Surgical Com New (ISRG) 1.6 $686M 1.7M 399.09
Epam Systems (EPAM) 1.6 $677M 2.5M 276.16
Datadog Cl A Com (DDOG) 1.6 $673M 5.4M 123.60
Arthur J. Gallagher & Co. (AJG) 1.6 $656M 2.6M 250.04
Booz Allen Hamilton Hldg Cor Cl A (BAH) 1.5 $631M 4.3M 148.44
Visa Com Cl A (V) 1.4 $610M 2.2M 279.08
McKesson Corporation (MCK) 1.4 $600M 1.1M 536.85
UnitedHealth (UNH) 1.4 $599M 1.2M 494.70
Floor & Decor Hldgs Cl A (FND) 1.4 $586M 4.5M 129.62
Thermo Fisher Scientific (TMO) 1.4 $573M 987k 581.21
Novo-nordisk A S Adr (NVO) 1.2 $524M 4.1M 128.40
Applovin Corp Com Cl A (APP) 1.2 $498M 7.2M 69.22
Lam Research Corporation 1.1 $471M 485k 971.57
Ferrari Nv Ord (RACE) 1.1 $466M 1.1M 435.94
Illumina (ILMN) 1.1 $464M 3.4M 137.32
Lpl Financial Holdings (LPLA) 1.1 $448M 1.7M 264.20
Old Dominion Freight Line (ODFL) 1.0 $436M 2.0M 219.31
Corteva (CTVA) 1.0 $416M 7.2M 57.67
Costco Wholesale Corporation (COST) 0.9 $388M 530k 732.63
Snowflake Cl A (SNOW) 0.7 $299M 1.8M 161.60
Ferguson SHS 0.6 $264M 1.2M 218.43
Astrazeneca Sponsored Adr (AZN) 0.5 $209M 3.1M 67.75
Canadian Natural Resources (CNQ) 0.4 $171M 2.2M 76.32
Thomson Reuters Corp. (TRI) 0.4 $170M 1.1M 155.83
Ubs Group SHS (UBS) 0.4 $163M 5.3M 30.72
Celestica Sub Vtg Shs 0.3 $108M 2.4M 44.94
Globant S A (GLOB) 0.2 $65M 324k 201.90
Tetra Tech (TTEK) 0.1 $62M 338k 184.71
Shockwave Med 0.1 $51M 158k 325.63
Beacon Roofing Supply (BECN) 0.1 $50M 515k 98.02
Addus Homecare Corp (ADUS) 0.1 $50M 487k 103.34
Verra Mobility Corp Cl A Com Stk (VRRM) 0.1 $50M 2.0M 24.97
Credicorp (BAP) 0.1 $49M 287k 169.43
Brooks Automation (AZTA) 0.1 $48M 797k 60.28
AMN Healthcare Services (AMN) 0.1 $48M 765k 62.51
Api Group Corp Com Stk (APG) 0.1 $46M 1.2M 39.27
Element Solutions (ESI) 0.1 $46M 1.8M 24.98
Saia (SAIA) 0.1 $44M 75k 585.00
Enstar Group SHS (ESGR) 0.1 $39M 126k 310.76
ePlus (PLUS) 0.1 $37M 466k 78.54
Hillman Solutions Corp (HLMN) 0.1 $35M 3.2M 10.64
Ensign (ENSG) 0.1 $33M 268k 124.42
Fabrinet SHS (FN) 0.1 $33M 175k 189.02
Grab Holdings Class A Ord (GRAB) 0.1 $32M 10M 3.14
Boot Barn Hldgs (BOOT) 0.1 $32M 331k 95.15
Hayward Hldgs (HAYW) 0.1 $31M 2.0M 15.31
Advanced Micro Devices (AMD) 0.1 $31M 170k 180.49
Landstar System (LSTR) 0.1 $30M 157k 192.76
Dorman Products (DORM) 0.1 $29M 298k 96.39
Ashland (ASH) 0.1 $28M 291k 97.37
ICU Medical, Incorporated (ICUI) 0.1 $28M 257k 107.32
Virtus Investment Partners (VRTS) 0.1 $27M 110k 247.98
Azek Cl A (AZEK) 0.1 $27M 530k 50.22
Inter Parfums (IPAR) 0.1 $27M 189k 140.51
Wright Express (WEX) 0.1 $26M 109k 237.53
Cushman Wakefield SHS (CWK) 0.1 $26M 2.5M 10.46
Grocery Outlet Hldg Corp (GO) 0.1 $25M 875k 28.78
Super Micro Computer 0.1 $25M 25k 1010.03
Wyndham Hotels And Resorts (WH) 0.1 $24M 318k 76.75
Permian Resources Corp Class A Com (PR) 0.1 $24M 1.4M 17.66
Applied Industrial Technologies (AIT) 0.1 $24M 122k 197.55
Kaspi Kz Jsc Sponsored Ads (KSPI) 0.1 $23M 182k 128.64
Avient Corp (AVNT) 0.1 $23M 528k 43.40
Elastic N V Ord Shs (ESTC) 0.1 $23M 225k 100.24
Casella Waste Sys Cl A (CWST) 0.1 $23M 228k 98.87
Lancaster Colony (LANC) 0.1 $22M 108k 207.63
Texas Roadhouse (TXRH) 0.1 $22M 144k 154.47
Rambus (RMBS) 0.1 $22M 359k 61.81
Meridianlink Common Stock (MLNK) 0.1 $22M 1.2M 18.70
Appfolio Com Cl A (APPF) 0.1 $21M 86k 246.74
Matador Resources (MTDR) 0.0 $21M 312k 66.77
John Bean Technologies Corporation 0.0 $21M 197k 104.89
Five9 (FIVN) 0.0 $21M 330k 62.11
Primerica (PRI) 0.0 $20M 80k 252.96
Trex Company (TREX) 0.0 $20M 204k 99.75
Casey's General Stores (CASY) 0.0 $20M 63k 318.45
Performance Food (PFGC) 0.0 $20M 269k 74.64
Regal-beloit Corporation (RRX) 0.0 $20M 111k 180.10
Five Below (FIVE) 0.0 $20M 107k 181.38
Willscot Mobil Mini Hldng Com Cl A (WSC) 0.0 $19M 418k 46.50
SPS Commerce (SPSC) 0.0 $19M 103k 184.90
UniFirst Corporation (UNF) 0.0 $19M 108k 173.43
Evercore Class A (EVR) 0.0 $19M 97k 192.59
American Woodmark Corporation (AMWD) 0.0 $18M 180k 101.66
Zto Express Cayman Sponsored Ads A (ZTO) 0.0 $18M 867k 20.94
Modine Manufacturing (MOD) 0.0 $18M 191k 95.19
Csw Industrials (CSWI) 0.0 $18M 77k 234.60
Timken Company (TKR) 0.0 $18M 206k 87.43
M/a (MTSI) 0.0 $18M 188k 95.64
Wingstop (WING) 0.0 $17M 47k 366.40
Cognex Corporation (CGNX) 0.0 $17M 404k 42.42
Repligen Corporation (RGEN) 0.0 $17M 90k 183.92
Irhythm Technologies (IRTC) 0.0 $16M 138k 116.00
First Watch Restaurant Groupco (FWRG) 0.0 $16M 651k 24.62
Smartsheet Com Cl A (SMAR) 0.0 $16M 415k 38.50
Iac Com New (IAC) 0.0 $16M 297k 53.34
Euronet Worldwide (EEFT) 0.0 $16M 144k 109.93
ACI Worldwide (ACIW) 0.0 $16M 475k 33.21
Bill Com Holdings Ord (BILL) 0.0 $16M 229k 68.72
Ollies Bargain Outlt Hldgs I (OLLI) 0.0 $15M 193k 79.57
Planet Fitness Cl A (PLNT) 0.0 $15M 242k 62.63
Surgery Partners (SGRY) 0.0 $15M 509k 29.83
Chipotle Mexican Grill (CMG) 0.0 $15M 5.1k 2906.77
Inter & Co Class A Com (INTR) 0.0 $15M 2.6M 5.71
Caesars Entertainment (CZR) 0.0 $15M 335k 43.74
America's Car-Mart (CRMT) 0.0 $14M 225k 63.87
Rexford Industrial Realty Inc reit (REXR) 0.0 $14M 280k 50.30
WNS HLDGS Com Shs (WNS) 0.0 $14M 268k 50.53
Shift4 Pmts Cl A (FOUR) 0.0 $14M 204k 66.07
Mercury Computer Systems (MRCY) 0.0 $13M 451k 29.50
Controladora Vuela Comp De A Spon Adr Rp 10 (VLRS) 0.0 $13M 1.7M 7.42
Power Integrations (POWI) 0.0 $13M 180k 71.55
Western Alliance Bancorporation (WAL) 0.0 $13M 200k 64.19
Halozyme Therapeutics (HALO) 0.0 $13M 306k 40.68
Science App Int'l (SAIC) 0.0 $12M 92k 130.39
Shopify Cl A (SHOP) 0.0 $12M 153k 77.17
Privia Health Group (PRVA) 0.0 $11M 573k 19.59
Natera (NTRA) 0.0 $11M 117k 91.46
Docgo (DCGO) 0.0 $11M 2.6M 4.04
Global Blue Group Holding Ord Shs (GB) 0.0 $10M 1.9M 5.24
Gartner (IT) 0.0 $9.3M 20k 476.67
Eli Lilly & Co. (LLY) 0.0 $8.9M 12k 777.96
Axsome Therapeutics (AXSM) 0.0 $8.9M 112k 79.80
Sp Plus 0.0 $8.8M 169k 52.22
Insmed Com Par $.01 (INSM) 0.0 $8.7M 320k 27.13
Cryoport Com Par $0.001 (CYRX) 0.0 $8.1M 460k 17.70
Rocket Pharmaceuticals (RCKT) 0.0 $8.0M 298k 26.94
Keros Therapeutics (KROS) 0.0 $7.7M 117k 66.20
Ultragenyx Pharmaceutical (RARE) 0.0 $7.1M 153k 46.69
AtriCure (ATRC) 0.0 $6.8M 223k 30.42
Arrowhead Pharmaceuticals (ARWR) 0.0 $6.5M 226k 28.60
Stevanato Group S P A Ord Shs (STVN) 0.0 $5.8M 182k 32.10
Ci&t Com Cl A (CINT) 0.0 $5.7M 1.4M 4.13
Godaddy Cl A (GDDY) 0.0 $5.6M 47k 118.68
Immunovant (IMVT) 0.0 $5.5M 170k 32.31
Bridgebio Pharma (BBIO) 0.0 $5.4M 174k 30.92
Brown & Brown (BRO) 0.0 $5.3M 61k 87.54
Emcor (EME) 0.0 $5.2M 15k 350.20
ACADIA Pharmaceuticals (ACAD) 0.0 $5.2M 282k 18.49
Ryanair Holdings Sponsored Ads (RYAAY) 0.0 $4.2M 29k 145.59
Jones Lang LaSalle Incorporated (JLL) 0.0 $4.0M 21k 195.09
East West Ban (EWBC) 0.0 $4.0M 50k 79.11
Ptc (PTC) 0.0 $3.8M 20k 188.94
MKS Instruments (MKSI) 0.0 $3.7M 28k 133.00
Netflix (NFLX) 0.0 $3.6M 6.0k 607.33
Watsco, Incorporated (WSO) 0.0 $3.6M 8.4k 431.97
Masco Corporation (MAS) 0.0 $3.5M 45k 78.88
Mastercard Incorporated Cl A (MA) 0.0 $3.5M 7.2k 481.57
Gra (GGG) 0.0 $3.5M 37k 93.46
CarMax (KMX) 0.0 $3.4M 39k 87.11
Siteone Landscape Supply (SITE) 0.0 $3.4M 19k 174.55
EastGroup Properties (EGP) 0.0 $3.3M 19k 179.77
Cubesmart (CUBE) 0.0 $3.3M 72k 45.22
Mettler-Toledo International (MTD) 0.0 $3.2M 2.4k 1331.29
Cytokinetics Com New (CYTK) 0.0 $3.1M 44k 70.11
Zebra Technologies Corporati Cl A (ZBRA) 0.0 $2.9M 9.5k 301.44
Hdfc Bank Sponsored Ads (HDB) 0.0 $2.9M 51k 55.97
Ishares Esg Awr Msci Em (ESGE) 0.0 $2.8M 87k 32.23
Baker Hughes Company Cl A (BKR) 0.0 $2.7M 81k 33.50
International Flavors & Fragrances (IFF) 0.0 $2.7M 31k 85.99
Yeti Hldgs (YETI) 0.0 $2.6M 67k 38.55
Lululemon Athletica (LULU) 0.0 $2.5M 6.5k 390.65
Pool Corporation (POOL) 0.0 $2.5M 6.2k 403.50
Exxon Mobil Corporation (XOM) 0.0 $2.5M 21k 116.24
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $2.4M 17k 136.05
Alcon Ord Shs (ALC) 0.0 $1.9M 23k 83.29
Axon Enterprise (AXON) 0.0 $1.8M 5.9k 312.88
R1 RCM (RCM) 0.0 $1.8M 140k 12.88
Simulations Plus (SLP) 0.0 $1.6M 40k 41.15
Charles River Laboratories (CRL) 0.0 $1.6M 5.9k 270.95
Trane Technologies SHS (TT) 0.0 $1.5M 5.0k 300.20
Sony Group Corp Sponsored Adr (SONY) 0.0 $1.4M 17k 85.74
Cgi Cl A Sub Vtg (GIB) 0.0 $1.4M 12k 110.49
Tfii Cn (TFII) 0.0 $1.3M 8.0k 159.46
Tyler Technologies (TYL) 0.0 $1.2M 2.8k 425.01
Schlumberger Com Stk (SLB) 0.0 $1.2M 21k 54.81
Take-Two Interactive Software (TTWO) 0.0 $1.2M 7.8k 148.49
Nordson Corporation (NDSN) 0.0 $1.1M 4.0k 274.54
Relx Sponsored Adr (RELX) 0.0 $1.1M 25k 43.29
Chubb (CB) 0.0 $1.1M 4.2k 259.13
Tractor Supply Company (TSCO) 0.0 $969k 3.7k 261.72
Haleon Spon Ads (HLN) 0.0 $968k 114k 8.49
Hubspot (HUBS) 0.0 $959k 1.5k 626.56
Workday Cl A (WDAY) 0.0 $955k 3.5k 272.75
Bio-techne Corporation (TECH) 0.0 $931k 13k 70.39
Teledyne Technologies Incorporated (TDY) 0.0 $921k 2.1k 429.32
EXACT Sciences Corporation (EXAS) 0.0 $877k 13k 69.06
Nice Sponsored Adr (NICE) 0.0 $869k 3.3k 260.62
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.0 $846k 20k 42.02
Baidu Spon Adr Rep A (BIDU) 0.0 $823k 7.8k 105.28
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $818k 20k 41.87
Netease Sponsored Ads (NTES) 0.0 $817k 7.9k 103.47
Sarepta Therapeutics (SRPT) 0.0 $813k 6.3k 129.46
Grupo Aeropuerto Del Pacific Spon Adr B (PAC) 0.0 $668k 4.1k 163.17
Fmc Corp Com New (FMC) 0.0 $596k 9.4k 63.70
Paylocity Holding Corporation (PCTY) 0.0 $525k 3.1k 171.86
BioMarin Pharmaceutical (BMRN) 0.0 $425k 4.9k 87.34
Amgen (AMGN) 0.0 $350k 1.2k 284.32
Cdw (CDW) 0.0 $331k 1.3k 255.78
Ishares Tr Msci Eafe Etf (EFA) 0.0 $328k 4.1k 79.86
General Dynamics Corporation (GD) 0.0 $320k 1.1k 282.49
Verizon Communications (VZ) 0.0 $298k 7.1k 41.96
Cullen/Frost Bankers (CFR) 0.0 $291k 2.6k 112.57
Merck & Co (MRK) 0.0 $289k 2.2k 131.95
Chevron Corporation (CVX) 0.0 $289k 1.8k 157.74
JPMorgan Chase & Co. (JPM) 0.0 $286k 1.4k 200.30
Molina Healthcare (MOH) 0.0 $278k 676.00 410.83
Carlisle Companies (CSL) 0.0 $269k 687.00 391.85
Johnson & Johnson (JNJ) 0.0 $268k 1.7k 158.19
Entergy Corporation (ETR) 0.0 $266k 2.5k 105.68
Unilever Spon Adr New (UL) 0.0 $259k 5.2k 50.19
Texas Instruments Incorporated (TXN) 0.0 $259k 1.5k 174.21
T. Rowe Price (TROW) 0.0 $242k 2.0k 121.92
Comcast Corp Cl A (CMCSA) 0.0 $242k 5.6k 43.35
Lockheed Martin Corporation (LMT) 0.0 $233k 513.00 454.87
Home Depot (HD) 0.0 $229k 596.00 383.60
Msc Indl Direct Cl A (MSM) 0.0 $227k 2.3k 97.04
Procter & Gamble Company (PG) 0.0 $224k 1.4k 162.25
Public Service Enterprise (PEG) 0.0 $219k 3.3k 66.78
Union Pacific Corporation (UNP) 0.0 $217k 884.00 245.93
Pdd Holdings Sponsored Ads (PDD) 0.0 $216k 1.9k 116.25
Cisco Systems (CSCO) 0.0 $215k 4.3k 49.91
Phillips 66 (PSX) 0.0 $213k 1.3k 163.34
Robert Half International (RHI) 0.0 $203k 2.6k 79.28
Ishares Tr Msci Saudi Arbia (KSA) 0.0 $62k 1.4k 44.16
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.0 $504.000000 5.00 100.80