WCM Investment Management

Wcm Investment Management as of June 30, 2024

Portfolio Holdings for Wcm Investment Management

Wcm Investment Management holds 267 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Canadian Pacific Kansas City (CP) 5.7 $2.4B 30M 78.97
Icon SHS (ICLR) 4.9 $2.1B 6.7M 313.22
Icici Bank Adr (IBN) 4.4 $1.8B 64M 29.01
Asml Holding N V N Y Registry Shs (ASML) 3.9 $1.7B 1.6M 1028.01
Waste Connections (WCN) 3.9 $1.6B 9.3M 175.78
Linde SHS (LIN) 3.6 $1.5B 3.5M 440.22
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 3.5 $1.5B 8.5M 171.63
Arch Cap Group Ord (ACGL) 3.3 $1.4B 14M 101.02
Nu Hldgs Ord Shs Cl A (NU) 3.1 $1.3B 101M 12.92
Atlassian Corporation Cl A (TEAM) 3.1 $1.3B 7.5M 172.99
MercadoLibre (MELI) 2.9 $1.2B 750k 1660.89
Amazon (AMZN) 2.8 $1.2B 6.0M 197.85
Sea Sponsord Ads (SE) 2.7 $1.1B 15M 74.51
Coupang Cl A (CPNG) 2.6 $1.1B 52M 21.09
Spotify Technology S A SHS (SPOT) 2.4 $1.0B 3.3M 315.38
Aon Shs Cl A (AON) 2.4 $1.0B 3.5M 292.80
Steris Shs Usd (STE) 2.4 $1.0B 4.7M 216.44
Monday SHS (MNDY) 2.3 $989M 4.2M 236.28
Ge Aerospace Com New (GE) 2.2 $910M 5.7M 160.50
Microsoft Corporation (MSFT) 2.1 $878M 1.9M 452.85
Applovin Corp Com Cl A (APP) 1.9 $814M 9.8M 83.12
NVIDIA Corporation (NVDA) 1.8 $766M 6.2M 123.99
Datadog Cl A Com (DDOG) 1.6 $689M 5.4M 128.45
Entegris (ENTG) 1.6 $684M 5.1M 134.48
Arthur J. Gallagher & Co. (AJG) 1.6 $677M 2.6M 260.13
Booz Allen Hamilton Hldg Cor Cl A (BAH) 1.6 $660M 4.2M 156.25
McKesson Corporation (MCK) 1.6 $658M 1.1M 593.20
UnitedHealth (UNH) 1.4 $592M 1.2M 486.44
Novo-nordisk A S Adr (NVO) 1.4 $583M 4.0M 144.49
Visa Com Cl A (V) 1.4 $573M 2.1M 266.59
Arista Networks 1.3 $552M 1.6M 347.93
Intuitive Surgical Com New (ISRG) 1.3 $545M 1.2M 445.11
Thermo Fisher Scientific (TMO) 1.3 $540M 980k 550.78
Lpl Financial Holdings (LPLA) 1.1 $460M 1.7M 276.41
Floor & Decor Hldgs Cl A (FND) 1.1 $452M 4.5M 100.72
Epam Systems (EPAM) 1.0 $417M 2.3M 185.11
Ferrari Nv Ord (RACE) 0.9 $383M 936k 409.46
Corteva (CTVA) 0.9 $377M 7.0M 53.65
Illumina (ILMN) 0.8 $357M 3.4M 106.46
Old Dominion Freight Line (ODFL) 0.8 $351M 2.0M 174.37
Astrazeneca Sponsored Adr (AZN) 0.7 $312M 4.0M 78.18
Ge Vernova (GEV) 0.6 $247M 1.4M 176.28
Ferguson SHS 0.5 $230M 1.2M 193.46
Thomson Reuters Corp. (TRI) 0.4 $185M 1.1M 170.49
Canadian Natural Resources (CNQ) 0.4 $159M 4.5M 35.66
Ubs Group SHS (UBS) 0.4 $155M 5.3M 29.44
Celestica (CLS) 0.4 $151M 2.6M 57.20
Tetra Tech (TTEK) 0.2 $74M 343k 215.05
Globant S A (GLOB) 0.2 $69M 382k 179.46
Addus Homecare Corp (ADUS) 0.1 $55M 484k 114.21
Verra Mobility Corp Cl A Com Stk (VRRM) 0.1 $55M 2.0M 27.39
Credicorp (BAP) 0.1 $53M 332k 159.08
Element Solutions (ESI) 0.1 $49M 1.8M 26.84
Beacon Roofing Supply (BECN) 0.1 $47M 517k 90.99
Api Group Corp Com Stk (APG) 0.1 $45M 1.2M 38.47
Grab Holdings Class A Ord (GRAB) 0.1 $43M 12M 3.54
Freshpet (FRPT) 0.1 $42M 326k 129.25
Brooks Automation (AZTA) 0.1 $42M 808k 52.10
Reinsurance Grp Of America I Com New (RGA) 0.1 $39M 187k 206.11
Despegar Com Corp Ord Shs 0.1 $38M 2.9M 13.16
Enstar Group SHS (ESGR) 0.1 $38M 125k 306.08
ePlus (PLUS) 0.1 $34M 464k 72.11
Ftai Aviation SHS (FTAI) 0.1 $33M 320k 101.81
Ensign (ENSG) 0.1 $32M 268k 120.84
ICU Medical, Incorporated (ICUI) 0.1 $30M 256k 118.72
Boot Barn Hldgs (BOOT) 0.1 $30M 236k 128.37
Saia (SAIA) 0.1 $30M 66k 458.70
Trip Com Group Ads (TCOM) 0.1 $30M 620k 47.50
Kaspi Kz Jsc Sponsored Ads (KSPI) 0.1 $29M 222k 132.28
Kanzhun Sponsored Ads (BZ) 0.1 $29M 1.5M 19.25
Landstar System (LSTR) 0.1 $28M 156k 182.56
Hillman Solutions Corp (HLMN) 0.1 $28M 3.2M 8.80
AMN Healthcare Services (AMN) 0.1 $28M 542k 51.79
Elastic N V Ord Shs (ESTC) 0.1 $28M 243k 114.76
Advanced Micro Devices (AMD) 0.1 $28M 172k 159.47
Ashland (ASH) 0.1 $27M 290k 94.28
Comfort Systems USA (FIX) 0.1 $27M 86k 315.93
Grocery Outlet Hldg Corp (GO) 0.1 $27M 1.2M 22.09
Dorman Products (DORM) 0.1 $27M 296k 90.58
Cushman Wakefield SHS (CWK) 0.1 $25M 2.5M 10.36
Meridianlink Common Stock (MLNK) 0.1 $25M 1.1M 21.50
Hayward Hldgs (HAYW) 0.1 $25M 2.0M 12.30
Virtus Investment Partners (VRTS) 0.1 $24M 110k 220.83
Applied Industrial Technologies (AIT) 0.1 $24M 123k 192.96
Wyndham Hotels And Resorts (WH) 0.1 $23M 316k 74.11
Casella Waste Sys Cl A (CWST) 0.1 $23M 231k 99.79
Inter Parfums (IPAR) 0.1 $22M 188k 118.56
Appfolio Com Cl A (APPF) 0.1 $22M 89k 248.89
Azek Cl A (AZEK) 0.1 $22M 528k 41.63
Casey's General Stores (CASY) 0.1 $22M 57k 382.87
Rambus (RMBS) 0.0 $21M 364k 56.61
M/a (MTSI) 0.0 $21M 187k 109.65
Csw Industrials (CSW) 0.0 $20M 77k 264.46
Lancaster Colony (MZTI) 0.0 $20M 107k 187.88
Wright Express (WEX) 0.0 $20M 114k 174.43
Full Truck Alliance Sponsored Ads (YMM) 0.0 $20M 2.4M 8.29
Avient Corp (AVNT) 0.0 $20M 454k 43.19
SPS Commerce (SPSC) 0.0 $20M 104k 187.85
Evercore Class A (EVR) 0.0 $19M 98k 197.51
Shift4 Pmts Cl A (FOUR) 0.0 $19M 264k 73.32
Primerica (PRI) 0.0 $19M 82k 236.40
Cognex Corporation (CGNX) 0.0 $19M 411k 46.52
John Bean Technologies Corporation (JBTM) 0.0 $19M 196k 96.99
Ollies Bargain Outlt Hldgs I (OLLI) 0.0 $19M 192k 98.34
Inter & Co Class A Com (INTR) 0.0 $19M 3.0M 6.24
Matador Resources (MTDR) 0.0 $19M 311k 59.63
Smartsheet Com Cl A (SMAR) 0.0 $19M 424k 43.56
UniFirst Corporation (UNF) 0.0 $19M 108k 171.42
Performance Food (PFGC) 0.0 $18M 274k 67.38
Caesars Entertainment (CZR) 0.0 $18M 471k 39.03
Planet Fitness Cl A (PLNT) 0.0 $18M 246k 73.92
ACI Worldwide (ACIW) 0.0 $18M 469k 38.50
Timken Company (TKR) 0.0 $17M 209k 79.92
Western Alliance Bancorporation (WAL) 0.0 $16M 270k 60.92
Willscot Mobil Mini Hldng Com Cl A (WSC) 0.0 $16M 424k 37.95
Texas Roadhouse (TXRH) 0.0 $16M 92k 174.07
Halozyme Therapeutics (HALO) 0.0 $16M 311k 51.63
Euronet Worldwide (EEFT) 0.0 $16M 146k 106.31
Regal-beloit Corporation (RRX) 0.0 $15M 113k 136.43
Trex Company (TREX) 0.0 $15M 208k 74.32
Controladora Vuela Comp De A Spon Adr Rp 10 (VLRS) 0.0 $15M 2.4M 6.35
Cbiz (CBZ) 0.0 $15M 202k 73.73
Irhythm Technologies (IRTC) 0.0 $15M 141k 104.38
Modine Manufacturing (MOD) 0.0 $15M 149k 98.00
Five9 (FIVN) 0.0 $15M 336k 43.19
Iac Com New (IAC) 0.0 $14M 304k 46.75
EastGroup Properties (EGP) 0.0 $14M 84k 169.18
WNS HLDGS Com Shs (WNS) 0.0 $14M 272k 52.03
American Woodmark Corporation (AMWD) 0.0 $14M 179k 78.20
America's Car-Mart (CRMT) 0.0 $14M 224k 60.25
Amer Sports Com Shs (AS) 0.0 $13M 1.0M 13.10
Braze Com Cl A (BRZE) 0.0 $13M 348k 38.06
Natera (NTRA) 0.0 $13M 118k 110.01
Power Integrations (POWI) 0.0 $13M 184k 69.21
Surgery Partners (SGRY) 0.0 $13M 520k 24.32
Five Below (FIVE) 0.0 $12M 109k 110.62
Mercury Computer Systems (MRCY) 0.0 $12M 450k 26.76
Bill Com Holdings Ord (BILL) 0.0 $12M 233k 50.32
First Watch Restaurant Groupco (FWRG) 0.0 $12M 663k 17.60
Science App Int'l (SAIC) 0.0 $11M 92k 117.16
Eli Lilly & Co. (LLY) 0.0 $11M 12k 909.04
Shopify Cl A (SHOP) 0.0 $10M 153k 66.37
Global Blue Group Holding Ord Shs (GB) 0.0 $10M 2.0M 5.10
Fabrinet SHS (FN) 0.0 $9.7M 39k 246.62
Axsome Therapeutics (AXSM) 0.0 $9.1M 113k 80.09
Meta Platforms Cl A (META) 0.0 $8.6M 17k 519.56
Repligen Corporation (RGEN) 0.0 $8.5M 67k 126.59
Docgo (DCGO) 0.0 $8.4M 2.6M 3.21
Glaukos (GKOS) 0.0 $8.0M 68k 117.38
Gartner (IT) 0.0 $8.0M 18k 444.77
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 0.0 $7.6M 94k 81.31
Vaxcyte (PCVX) 0.0 $7.3M 92k 78.77
Ci&t Com Cl A (CINT) 0.0 $7.1M 1.4M 5.02
Godaddy Cl A (GDDY) 0.0 $6.6M 47k 140.24
Ultragenyx Pharmaceutical (RARE) 0.0 $6.4M 155k 41.42
Rocket Pharmaceuticals (RCKT) 0.0 $6.3M 293k 21.43
Insmed Com Par $.01 (INSM) 0.0 $6.3M 94k 66.95
Arrowhead Pharmaceuticals (ARWR) 0.0 $5.9M 229k 25.69
Emcor (EME) 0.0 $5.5M 15k 370.38
Brown & Brown (BRO) 0.0 $5.5M 61k 90.16
Keros Therapeutics (KROS) 0.0 $5.3M 117k 45.07
AtriCure (ATRC) 0.0 $5.2M 224k 23.29
Life360 (LIF) 0.0 $4.8M 150k 31.89
ACADIA Pharmaceuticals (ACAD) 0.0 $4.7M 289k 16.37
Immunovant (IMVT) 0.0 $4.6M 176k 26.00
Bridgebio Pharma (BBIO) 0.0 $4.5M 177k 25.20
Jones Lang LaSalle Incorporated (JLL) 0.0 $4.2M 21k 204.46
Cytokinetics Com New (CYTK) 0.0 $4.1M 77k 53.78
Netflix (NFLX) 0.0 $4.1M 6.0k 684.34
Ptc (PTC) 0.0 $3.7M 20k 181.26
MKS Instruments (MKSI) 0.0 $3.6M 28k 130.08
East West Ban (EWBC) 0.0 $3.6M 50k 71.72
Stevanato Group S P A Ord Shs (STVN) 0.0 $3.4M 182k 18.73
Hdfc Bank Sponsored Ads (HDB) 0.0 $3.3M 51k 64.87
Cubesmart (CUBE) 0.0 $3.2M 72k 44.82
Cryoport Com Par $0.001 (CYRX) 0.0 $3.2M 468k 6.85
Lululemon Athletica (LULU) 0.0 $3.1M 10k 308.30
Watsco, Incorporated (WSO) 0.0 $3.0M 6.6k 461.81
Baker Hughes Company Cl A (BKR) 0.0 $3.0M 88k 34.42
Masco Corporation (MAS) 0.0 $3.0M 45k 66.40
Gra (GGG) 0.0 $2.9M 37k 79.25
Ryanair Holdings Sponsored Ads (RYAAY) 0.0 $2.9M 25k 116.67
Zebra Technologies Corporati Cl A (ZBRA) 0.0 $2.9M 9.5k 306.99
CarMax (KMX) 0.0 $2.9M 39k 73.33
Mastercard Incorporated Cl A (MA) 0.0 $2.7M 6.1k 442.75
Yeti Hldgs (YETI) 0.0 $2.6M 67k 39.31
Exxon Mobil Corporation (XOM) 0.0 $2.6M 23k 114.90
Nike CL B (NKE) 0.0 $2.5M 26k 94.19
Rexford Industrial Realty Inc reit (REXR) 0.0 $2.5M 56k 44.46
Siteone Landscape Supply (SITE) 0.0 $2.3M 19k 122.20
Axon Enterprise (AXON) 0.0 $2.3M 7.6k 298.35
Ishares Esg Awr Msci Em (ESGE) 0.0 $2.2M 65k 33.45
Alcon Ord Shs (ALC) 0.0 $2.0M 23k 89.71
Pool Corporation (POOL) 0.0 $1.9M 6.3k 307.57
Simulations Plus (SLP) 0.0 $1.9M 40k 47.88
Accenture Plc Ireland Shs Class A (ACN) 0.0 $1.8M 5.9k 303.19
R1 RCM (RCM) 0.0 $1.7M 140k 12.50
Charles River Laboratories (CRL) 0.0 $1.6M 7.8k 207.35
Take-Two Interactive Software (TTWO) 0.0 $1.6M 10k 156.98
Tyler Technologies (TYL) 0.0 $1.3M 2.7k 493.81
Sarepta Therapeutics (SRPT) 0.0 $1.3M 8.2k 157.96
Tractor Supply Company (TSCO) 0.0 $1.3M 4.9k 267.55
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $1.3M 30k 41.56
Cgi Cl A Sub Vtg (GIB) 0.0 $1.3M 13k 100.36
Bio-techne Corporation (TECH) 0.0 $1.2M 17k 71.82
Nordson Corporation (NDSN) 0.0 $1.2M 5.3k 230.31
Relx Sponsored Adr (RELX) 0.0 $1.2M 26k 46.15
Hubspot (HUBS) 0.0 $1.2M 2.0k 586.01
Tfii Cn (TFII) 0.0 $1.2M 8.2k 141.47
Trane Technologies SHS (TT) 0.0 $1.1M 3.3k 333.65
Chubb (CB) 0.0 $1.1M 4.2k 262.03
Teledyne Technologies Incorporated (TDY) 0.0 $1.1M 2.8k 386.41
Schlumberger Com Stk (SLB) 0.0 $994k 21k 47.01
Haleon Spon Ads (HLN) 0.0 $980k 116k 8.43
Sony Group Corp Sponsored Adr (SONY) 0.0 $902k 11k 84.28
Nice Sponsored Adr (NICE) 0.0 $845k 5.0k 168.69
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.0 $796k 7.9k 100.67
Workday Cl A (WDAY) 0.0 $782k 3.5k 223.36
Netease Sponsored Ads (NTES) 0.0 $758k 7.9k 96.06
Fmc Corp Com New (FMC) 0.0 $690k 12k 57.08
Grail (GRAL) 0.0 $673k 44k 15.16
EXACT Sciences Corporation (EXAS) 0.0 $667k 15k 44.49
Baidu Spon Adr Rep A (BIDU) 0.0 $659k 7.6k 87.04
Grupo Aeropuerto Del Pacific Spon Adr B (PAC) 0.0 $640k 4.1k 155.52
Amgen (AMGN) 0.0 $578k 1.8k 313.69
General Dynamics Corporation (GD) 0.0 $571k 2.0k 292.43
BioMarin Pharmaceutical (BMRN) 0.0 $539k 6.5k 83.50
Paylocity Holding Corporation (PCTY) 0.0 $530k 4.0k 132.21
Unilever Spon Adr New (UL) 0.0 $503k 9.1k 55.35
JPMorgan Chase & Co. (JPM) 0.0 $481k 2.4k 199.13
Verizon Communications (VZ) 0.0 $477k 12k 40.82
Entergy Corporation (ETR) 0.0 $476k 4.5k 106.76
Cullen/Frost Bankers (CFR) 0.0 $454k 4.6k 99.36
Texas Instruments Incorporated (TXN) 0.0 $451k 2.3k 193.43
Chevron Corporation (CVX) 0.0 $424k 2.7k 156.29
Public Service Enterprise (PEG) 0.0 $421k 5.8k 73.11
Merck & Co (MRK) 0.0 $413k 3.2k 129.80
Johnson & Johnson (JNJ) 0.0 $402k 2.8k 145.77
Lockheed Martin Corporation (LMT) 0.0 $401k 859.00 466.86
Ishares Tr Msci Eafe Etf (EFA) 0.0 $401k 5.1k 78.24
T. Rowe Price (TROW) 0.0 $392k 3.4k 115.41
Comcast Corp Cl A (CMCSA) 0.0 $392k 10k 38.28
Procter & Gamble Company (PG) 0.0 $369k 2.2k 166.62
Msc Indl Direct Cl A (MSM) 0.0 $352k 4.5k 78.01
United Parcel Service CL B (UPS) 0.0 $348k 2.6k 135.80
Coca-Cola Company (KO) 0.0 $347k 5.4k 63.91
Home Depot (HD) 0.0 $342k 1.0k 341.49
Phillips 66 (PSX) 0.0 $336k 2.4k 139.37
Cisco Systems (CSCO) 0.0 $326k 6.9k 47.45
Pfizer (PFE) 0.0 $322k 12k 27.80
Molina Healthcare (MOH) 0.0 $316k 1.0k 302.83
Skyworks Solutions (SWKS) 0.0 $313k 3.0k 105.58
Union Pacific Corporation (UNP) 0.0 $307k 1.4k 223.39
Cdw (CDW) 0.0 $296k 1.3k 224.06
Realty Income (O) 0.0 $292k 5.6k 52.43
Hershey Company (HSY) 0.0 $290k 1.6k 183.68
Coca-cola Femsa Sab De Cv Sponsord Adr Rep (KOF) 0.0 $271k 3.2k 84.88
Robert Half International (RHI) 0.0 $267k 4.2k 63.48
Totalenergies Se Sponsored Ads (TTE) 0.0 $266k 4.0k 66.59
Pdd Holdings Sponsored Ads (PDD) 0.0 $247k 1.9k 131.94
Pepsi (PEP) 0.0 $230k 1.4k 166.26
Clorox Company (CLX) 0.0 $224k 1.6k 136.60
Devon Energy Corporation (DVN) 0.0 $219k 4.7k 47.00
Carlisle Companies (CSL) 0.0 $202k 491.00 411.23
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $185k 1.6k 112.62
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $64k 619.00 102.53
Ishares Tr Msci Saudi Arbia (KSA) 0.0 $57k 1.4k 40.74