Wcm Investment Management as of June 30, 2025
Portfolio Holdings for Wcm Investment Management
Wcm Investment Management holds 219 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sea Sponsord Ads (SE) | 9.4 | $4.1B | 26M | 159.31 | |
| Spotify Technology S A SHS (SPOT) | 5.9 | $2.6B | 3.4M | 772.60 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.2 | $2.3B | 10M | 228.57 | |
| Philip Morris International (PM) | 4.7 | $2.0B | 11M | 181.03 | |
| Applovin Corp Com Cl A (APP) | 4.5 | $2.0B | 5.9M | 333.78 | |
| Icici Bank Adr (IBN) | 4.2 | $1.8B | 55M | 33.87 | |
| Linde SHS (LIN) | 3.6 | $1.6B | 3.4M | 463.79 | |
| Coupang Cl A (CPNG) | 3.5 | $1.5B | 49M | 30.81 | |
| Amazon (AMZN) | 3.1 | $1.4B | 6.2M | 223.30 | |
| Canadian Pacific Kansas City (CP) | 3.0 | $1.3B | 17M | 78.31 | |
| MercadoLibre (MELI) | 2.9 | $1.3B | 496k | 2560.05 | |
| Monday SHS (MNDY) | 2.9 | $1.3B | 4.1M | 307.96 | |
| Asml Holding N V N Y Registry Shs (ASML) | 2.8 | $1.2B | 1.5M | 795.95 | |
| Waste Connections (WCN) | 2.8 | $1.2B | 6.5M | 185.90 | |
| Arch Cap Group Ord (ACGL) | 2.8 | $1.2B | 13M | 90.32 | |
| NVIDIA Corporation (NVDA) | 2.3 | $1.0B | 6.5M | 157.75 | |
| Microsoft Corporation (MSFT) | 2.3 | $986M | 2.0M | 495.94 | |
| Nu Hldgs Ord Shs Cl A (NU) | 2.2 | $978M | 74M | 13.25 | |
| Robinhood Mkts Com Cl A (HOOD) | 2.2 | $959M | 12M | 83.03 | |
| Arthur J. Gallagher & Co. (AJG) | 1.8 | $783M | 2.5M | 317.73 | |
| Visa Com Cl A (V) | 1.7 | $756M | 2.2M | 348.61 | |
| Aon Shs Cl A (AON) | 1.6 | $720M | 2.0M | 352.73 | |
| McKesson Corporation (MCK) | 1.6 | $710M | 978k | 725.78 | |
| Atlassian Corporation Cl A (TEAM) | 1.6 | $686M | 3.4M | 202.32 | |
| Corteva (CTVA) | 1.5 | $673M | 9.0M | 74.39 | |
| Godaddy Cl A (GDDY) | 1.5 | $661M | 3.7M | 180.07 | |
| Lpl Financial Holdings (LPLA) | 1.4 | $632M | 1.7M | 364.96 | |
| Ge Aerospace Com New (GE) | 1.4 | $608M | 2.4M | 254.51 | |
| Reinsurance Grp Of America I Com New (RGA) | 1.2 | $521M | 2.6M | 197.48 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.2 | $514M | 1.2M | 441.30 | |
| Steris Shs Usd (STE) | 1.1 | $501M | 2.1M | 238.79 | |
| Illumina (ILMN) | 1.0 | $420M | 4.4M | 94.79 | |
| UnitedHealth (UNH) | 0.9 | $393M | 1.3M | 309.11 | |
| Sap Se Spon Adr (SAP) | 0.8 | $369M | 1.2M | 301.09 | |
| Ge Vernova (GEV) | 0.8 | $343M | 660k | 519.66 | |
| Ferrari Nv Ord (RACE) | 0.5 | $223M | 453k | 491.10 | |
| Freshpet (FRPT) | 0.4 | $190M | 2.8M | 68.39 | |
| Astrazeneca Sponsored Adr (AZN) | 0.4 | $185M | 2.7M | 69.85 | |
| Novo-nordisk A S Adr (NVO) | 0.4 | $181M | 2.6M | 68.51 | |
| Ubs Group SHS (UBS) | 0.4 | $175M | 5.2M | 33.44 | |
| Canadian Natural Resources (CNQ) | 0.3 | $146M | 4.6M | 31.45 | |
| Celestica (CLS) | 0.3 | $137M | 894k | 152.67 | |
| Inter & Co Class A Com (INTR) | 0.1 | $64M | 8.7M | 7.35 | |
| Credicorp (BAP) | 0.1 | $60M | 269k | 223.90 | |
| Addus Homecare Corp (ADUS) | 0.1 | $56M | 489k | 115.12 | |
| Sharkninja Com Shs (SN) | 0.1 | $56M | 576k | 96.50 | |
| Carpenter Technology Corporation (CRS) | 0.1 | $55M | 201k | 275.82 | |
| Tapestry (TPR) | 0.1 | $49M | 560k | 87.11 | |
| Verra Mobility Corp Cl A Com Stk (VRRM) | 0.1 | $46M | 1.8M | 25.40 | |
| Element Solutions (ESI) | 0.1 | $38M | 1.7M | 22.79 | |
| Ensign (ENSG) | 0.1 | $38M | 247k | 153.35 | |
| Vista Energy S.a.b. De C.v. Sponsored Ads (VIST) | 0.1 | $37M | 766k | 48.24 | |
| Sterling Construction Company (STRL) | 0.1 | $35M | 151k | 231.51 | |
| Applied Industrial Technologies (AIT) | 0.1 | $33M | 143k | 231.69 | |
| ePlus (PLUS) | 0.1 | $32M | 433k | 73.21 | |
| ICU Medical, Incorporated (ICUI) | 0.1 | $31M | 237k | 131.82 | |
| Ftai Aviation SHS (FTAI) | 0.1 | $31M | 259k | 118.60 | |
| Trip Com Group Ads (TCOM) | 0.1 | $31M | 521k | 58.67 | |
| Evercore Class A (EVR) | 0.1 | $30M | 110k | 268.91 | |
| Pdd Holdings Sponsored Ads (PDD) | 0.1 | $29M | 280k | 105.14 | |
| Icon SHS (ICLR) | 0.1 | $29M | 200k | 144.56 | |
| Servicetitan Shs Cl A (TTAN) | 0.1 | $29M | 265k | 107.93 | |
| Nebius Group Shs Class A (NBIS) | 0.1 | $27M | 522k | 51.84 | |
| Azek Cl A (AZEK) | 0.1 | $27M | 487k | 54.86 | |
| Rambus (RMBS) | 0.1 | $27M | 417k | 64.00 | |
| Comfort Systems USA (FIX) | 0.1 | $27M | 50k | 535.00 | |
| Healthequity (HQY) | 0.1 | $26M | 249k | 104.88 | |
| Tenet Healthcare Corp Com New (THC) | 0.1 | $26M | 148k | 173.63 | |
| Hayward Hldgs (HAYW) | 0.1 | $26M | 1.9M | 13.81 | |
| Cushman Wakefield SHS (CWK) | 0.1 | $25M | 2.3M | 11.13 | |
| Skyward Specialty Insurance Gr (SKWD) | 0.1 | $25M | 440k | 56.93 | |
| Dorman Products (DORM) | 0.1 | $25M | 200k | 124.32 | |
| Boot Barn Hldgs (BOOT) | 0.1 | $25M | 160k | 154.55 | |
| Landstar System (LSTR) | 0.1 | $24M | 171k | 139.44 | |
| Chefs Whse (CHEF) | 0.1 | $24M | 375k | 63.53 | |
| Wix SHS (WIX) | 0.1 | $24M | 150k | 158.01 | |
| Wyndham Hotels And Resorts (WH) | 0.1 | $24M | 288k | 81.87 | |
| WNS HLDGS Com Shs (WNS) | 0.1 | $24M | 388k | 60.44 | |
| White Mountains Insurance Gp (WTM) | 0.1 | $23M | 13k | 1783.93 | |
| Regal-beloit Corporation (RRX) | 0.1 | $23M | 158k | 146.51 | |
| Semtech Corporation (SMTC) | 0.1 | $23M | 514k | 44.91 | |
| Inter Parfums (IPAR) | 0.1 | $23M | 175k | 131.91 | |
| Virtus Investment Partners (VRTS) | 0.1 | $23M | 125k | 183.19 | |
| CommVault Systems (CVLT) | 0.1 | $23M | 130k | 174.33 | |
| Welltower Inc Com reit (WELL) | 0.1 | $23M | 148k | 152.13 | |
| Varonis Sys (VRNS) | 0.0 | $22M | 434k | 50.26 | |
| Bill Com Holdings Ord (BILL) | 0.0 | $21M | 464k | 45.57 | |
| Hillman Solutions Corp (HLMN) | 0.0 | $21M | 3.0M | 7.14 | |
| Novanta (NOVT) | 0.0 | $21M | 159k | 130.00 | |
| Klaviyo Com Ser A (KVYO) | 0.0 | $21M | 619k | 33.05 | |
| Installed Bldg Prods (IBP) | 0.0 | $20M | 114k | 178.56 | |
| Planet Fitness Cl A (PLNT) | 0.0 | $20M | 187k | 108.70 | |
| Rh (RH) | 0.0 | $20M | 106k | 190.83 | |
| Churchill Downs (CHDN) | 0.0 | $20M | 200k | 100.95 | |
| Saia (SAIA) | 0.0 | $20M | 70k | 277.26 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $19M | 146k | 132.80 | |
| Casella Waste Sys Cl A (CWST) | 0.0 | $19M | 167k | 115.31 | |
| Mercury Computer Systems (MRCY) | 0.0 | $19M | 355k | 53.41 | |
| Western Alliance Bancorporation (WAL) | 0.0 | $18M | 235k | 77.62 | |
| Texas Roadhouse (TXRH) | 0.0 | $18M | 96k | 187.74 | |
| Csw Industrials (CSW) | 0.0 | $18M | 62k | 289.80 | |
| Marex Group Ord (MRX) | 0.0 | $18M | 448k | 40.01 | |
| Insight Enterprises (NSIT) | 0.0 | $18M | 133k | 135.03 | |
| Meta Platforms Cl A (META) | 0.0 | $18M | 24k | 733.63 | |
| Kaspi Kz Jsc Sponsored Ads (KSPI) | 0.0 | $18M | 203k | 86.17 | |
| Karman Hldgs Common Stock (KRMN) | 0.0 | $17M | 340k | 50.47 | |
| Performance Food (PFGC) | 0.0 | $17M | 196k | 87.47 | |
| Meridianlink Common Stock (MLNK) | 0.0 | $17M | 1.0M | 16.25 | |
| Stride (LRN) | 0.0 | $17M | 117k | 145.62 | |
| Cadre Hldgs (CDRE) | 0.0 | $17M | 531k | 32.03 | |
| Siteone Landscape Supply (SITE) | 0.0 | $17M | 141k | 120.54 | |
| EastGroup Properties (EGP) | 0.0 | $17M | 101k | 167.55 | |
| Lancaster Colony (MZTI) | 0.0 | $17M | 98k | 171.80 | |
| America's Car-Mart (CRMT) | 0.0 | $17M | 302k | 55.69 | |
| Primerica (PRI) | 0.0 | $17M | 61k | 268.53 | |
| Argan (AGX) | 0.0 | $16M | 74k | 219.74 | |
| Wingstop (WING) | 0.0 | $16M | 46k | 347.61 | |
| ACI Worldwide (ACIW) | 0.0 | $16M | 342k | 45.49 | |
| Aaon Com Par $0.004 (AAON) | 0.0 | $15M | 209k | 73.59 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.0 | $15M | 164k | 93.49 | |
| Avient Corp (AVNT) | 0.0 | $15M | 467k | 32.84 | |
| Insmed Com Par $.01 (INSM) | 0.0 | $15M | 154k | 99.49 | |
| Gitlab Class A Com (GTLB) | 0.0 | $15M | 334k | 45.14 | |
| Five9 (FIVN) | 0.0 | $15M | 558k | 26.74 | |
| Inspire Med Sys (INSP) | 0.0 | $15M | 111k | 132.41 | |
| Power Integrations (POWI) | 0.0 | $15M | 261k | 55.75 | |
| Yeti Hldgs (YETI) | 0.0 | $15M | 474k | 30.59 | |
| Powell Industries (POWL) | 0.0 | $14M | 67k | 212.92 | |
| Ashland (ASH) | 0.0 | $14M | 273k | 50.70 | |
| Rocket Lab Corp (RKLB) | 0.0 | $14M | 385k | 35.38 | |
| Repligen Corporation (RGEN) | 0.0 | $14M | 110k | 123.56 | |
| Freshworks Class A Com (FRSH) | 0.0 | $13M | 898k | 14.82 | |
| Eli Lilly & Co. (LLY) | 0.0 | $13M | 17k | 775.45 | |
| American Woodmark Corporation (AMWD) | 0.0 | $13M | 237k | 53.19 | |
| Quaker Chemical Corporation (KWR) | 0.0 | $13M | 109k | 115.15 | |
| Axsome Therapeutics (AXSM) | 0.0 | $12M | 120k | 103.36 | |
| Bridgebio Pharma (BBIO) | 0.0 | $12M | 275k | 44.86 | |
| RadNet (RDNT) | 0.0 | $12M | 216k | 57.12 | |
| Irhythm Technologies (IRTC) | 0.0 | $12M | 77k | 154.71 | |
| First Watch Restaurant Groupco (FWRG) | 0.0 | $12M | 737k | 16.11 | |
| UniFirst Corporation (UNF) | 0.0 | $12M | 63k | 186.32 | |
| Penumbra (PEN) | 0.0 | $11M | 44k | 256.43 | |
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.0 | $11M | 136k | 81.49 | |
| AtriCure (ATRC) | 0.0 | $11M | 328k | 32.28 | |
| Wolverine World Wide (WWW) | 0.0 | $11M | 566k | 18.53 | |
| Glaukos (GKOS) | 0.0 | $10M | 103k | 101.42 | |
| Green Brick Partners (GRBK) | 0.0 | $9.6M | 152k | 63.33 | |
| Revolution Medicines (RVMD) | 0.0 | $9.5M | 258k | 36.91 | |
| ICF International (ICFI) | 0.0 | $8.2M | 98k | 84.26 | |
| Ci&t Com Cl A (CINT) | 0.0 | $7.8M | 1.4M | 5.77 | |
| Ultragenyx Pharmaceutical (RARE) | 0.0 | $7.7M | 211k | 36.52 | |
| Viking Holdings Ord Shs (VIK) | 0.0 | $6.4M | 121k | 52.72 | |
| Trane Technologies SHS (TT) | 0.0 | $6.0M | 14k | 432.29 | |
| Emcor (EME) | 0.0 | $5.8M | 11k | 530.62 | |
| Api Group Corp Com Stk (APG) | 0.0 | $5.7M | 112k | 50.87 | |
| Amer Sports Com Shs (AS) | 0.0 | $5.5M | 141k | 39.36 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.0 | $5.2M | 20k | 256.96 | |
| Ideaya Biosciences (IDYA) | 0.0 | $5.1M | 240k | 21.37 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $4.9M | 80k | 61.60 | |
| Brown & Brown (BRO) | 0.0 | $4.9M | 45k | 109.58 | |
| Grab Holdings Class A Ord (GRAB) | 0.0 | $4.5M | 920k | 4.92 | |
| Companhia De Saneamento Basi Sponsored Adr (SBS) | 0.0 | $4.5M | 215k | 20.97 | |
| Haleon Spon Ads (HLN) | 0.0 | $4.4M | 419k | 10.38 | |
| East West Ban (EWBC) | 0.0 | $4.3M | 43k | 101.11 | |
| Biohaven (BHVN) | 0.0 | $4.1M | 292k | 14.09 | |
| MKS Instruments (MKSI) | 0.0 | $3.7M | 37k | 100.21 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $3.7M | 139k | 26.30 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.0 | $3.6M | 215k | 16.76 | |
| Relx Sponsored Adr (RELX) | 0.0 | $3.5M | 66k | 53.80 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $3.2M | 11k | 309.26 | |
| Rli (RLI) | 0.0 | $3.2M | 45k | 71.32 | |
| Gra (GGG) | 0.0 | $3.2M | 37k | 86.15 | |
| Kanzhun Sponsored Ads (BZ) | 0.0 | $3.1M | 169k | 18.12 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $3.0M | 27k | 114.08 | |
| Cubesmart (CUBE) | 0.0 | $3.0M | 71k | 42.37 | |
| Entegris (ENTG) | 0.0 | $3.0M | 36k | 82.38 | |
| Curtiss-Wright (CW) | 0.0 | $2.9M | 6.0k | 487.70 | |
| Masco Corporation (MAS) | 0.0 | $2.9M | 45k | 64.17 | |
| Chubb (CB) | 0.0 | $2.8M | 10k | 285.12 | |
| Watsco, Incorporated (WSO) | 0.0 | $2.8M | 6.4k | 436.50 | |
| Dynatrace Com New (DT) | 0.0 | $2.7M | 49k | 54.89 | |
| CarMax (KMX) | 0.0 | $2.6M | 39k | 66.60 | |
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $2.5M | 24k | 102.86 | |
| Ptc (PTC) | 0.0 | $2.4M | 15k | 169.30 | |
| Take-Two Interactive Software (TTWO) | 0.0 | $2.4M | 10k | 241.44 | |
| Teledyne Technologies Incorporated (TDY) | 0.0 | $2.4M | 4.7k | 509.69 | |
| Vaxcyte (PCVX) | 0.0 | $2.3M | 70k | 32.58 | |
| Pool Corporation (POOL) | 0.0 | $2.2M | 7.6k | 292.76 | |
| Elastic N V Ord Shs (ESTC) | 0.0 | $2.2M | 26k | 82.69 | |
| Cgi Cl A Sub Vtg (GIB) | 0.0 | $2.1M | 20k | 103.33 | |
| Tetra Tech (TTEK) | 0.0 | $2.0M | 57k | 35.64 | |
| Rexford Industrial Realty Inc reit (REXR) | 0.0 | $2.0M | 55k | 36.23 | |
| Schlumberger Com Stk (SLB) | 0.0 | $1.7M | 50k | 34.01 | |
| Tyler Technologies (TYL) | 0.0 | $1.6M | 2.7k | 581.10 | |
| Baidu Spon Adr Rep A (BIDU) | 0.0 | $1.6M | 18k | 86.13 | |
| Hubspot (HUBS) | 0.0 | $1.6M | 2.9k | 550.63 | |
| Toast Cl A (TOST) | 0.0 | $1.5M | 33k | 43.89 | |
| Evotec Sponsored Ads (EVO) | 0.0 | $1.2M | 298k | 4.16 | |
| Grupo Aeropuerto Del Pacific Spon Ads B (PAC) | 0.0 | $1.1M | 5.0k | 227.20 | |
| Natera (NTRA) | 0.0 | $1.1M | 6.5k | 167.96 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $844k | 8.4k | 100.69 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $705k | 7.9k | 89.34 | |
| Molina Healthcare (MOH) | 0.0 | $555k | 1.9k | 297.05 | |
| Full Truck Alliance Sponsored Ads (YMM) | 0.0 | $546k | 46k | 11.81 | |
| Cbre Group Cl A (CBRE) | 0.0 | $528k | 3.8k | 139.38 | |
| Markel Corporation (MKL) | 0.0 | $524k | 264.00 | 1985.50 | |
| Cdw (CDW) | 0.0 | $515k | 2.9k | 177.41 | |
| BioMarin Pharmaceutical (BMRN) | 0.0 | $513k | 9.3k | 55.17 | |
| Carlisle Companies (CSL) | 0.0 | $409k | 1.1k | 374.34 | |
| Chemed Corp Com Stk (CHE) | 0.0 | $356k | 637.00 | 559.36 | |
| IDEX Corporation (IEX) | 0.0 | $320k | 1.8k | 176.32 | |
| Ball Corporation (BALL) | 0.0 | $274k | 4.9k | 56.41 | |
| Trex Company (TREX) | 0.0 | $260k | 4.7k | 54.88 | |
| Oracle Corporation (ORCL) | 0.0 | $231k | 1.1k | 210.24 | |
| Amphenol Corp Cl A (APH) | 0.0 | $205k | 2.1k | 97.67 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $181k | 1.4k | 128.04 | |
| Lexinfintech Hldgs Adr (LX) | 0.0 | $144k | 20k | 7.29 | |
| Commscope Hldg (COMM) | 0.0 | $137k | 17k | 8.20 | |
| Ishares Tr Msci Saudi Arbia (KSA) | 0.0 | $54k | 1.4k | 38.26 |
