WCM INVESTMENT MANAGEMENT, LLC
Institutional investor · Portfolio as of Q1 2019
Top Holdings142 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
CHUBB LTD | 14M | $2B | 13.7% | $119.53 | +4.31% | 2 qtrssince 2018-Q4 | Increased 100 |
SHOPIFY INC - CLASS A | 6.6M | $1.4B | 9.5% | $13.35 | +54.73% | 2 qtrssince 2018-Q4 | Increased 62 |
HDFC BANK LTD-ADR | 9.7M | $1.1B | 7.8% | $23.78 | +12.41% | 2 qtrssince 2018-Q4 | Decreased 0 |
ACCENTURE PLC-CL A | 6.2M | $1.1B | 7.6% | $126.49 | +25.89% | 2 qtrssince 2018-Q4 | Decreased 0 |
METTLER-TOLEDO INTERNATIONAL | 1.5M | $1.1B | 7.5% | $557.54 | +29.68% | 2 qtrssince 2018-Q4 | Decreased 0 |
| 5M | $1B | 7.1% | — | — | 2 qtrssince 2018-Q4 | Increased 62 | |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 24.8M | $1B | 7.1% | $31.79 | +10.18% | 2 qtrssince 2018-Q4 | Increased 62 |
RESMED INC | 7.1M | $734M | 5.1% | $102.07 | -4.30% | 2 qtrssince 2018-Q4 | Increased 89 |
ASML HOLDING NV-NY REG SHS | 3.1M | $586.2M | 4.1% | $147.98 | +17.92% | 2 qtrssince 2018-Q4 | Increased 65 |
ICON PLC | 3.3M | $453.2M | 3.2% | $127.15 | +7.42% | 2 qtrssince 2018-Q4 | Decreased 0 |
RYANAIR HOLDINGS-SP ADR | 4.3M | $325.2M | 2.3% | $27.37 | +4.90% | 2 qtrssince 2018-Q4 | Increased 54 |
STERIS PLC | 2.4M | $302.7M | 2.1% | $120.22 | 0.00% | 1 qtr | New 80 |
Core Laboratories Inc. | 3.1M | $214.6M | 1.5% | $55.90 | -77.42% | 2 qtrssince 2018-Q4 | Decreased 0 |
MERCADOLIBRE INC | 350,156 | $177.8M | 1.2% | $293.72 | +72.86% | 2 qtrssince 2018-Q4 | Increased 48 |
VISA INC-CLASS A SHARES | 1.1M | $170.4M | 1.2% | $125.05 | +18.45% | 2 qtrssince 2018-Q4 | Increased 48 |
COSTCO WHOLESALE CORP | 696,971 | $168.8M | 1.2% | $183.85 | +19.04% | 2 qtrssince 2018-Q4 | Increased 48 |
| 535,205 | $158.5M | 1.1% | — | — | — | — | |
BOSTON SCIENTIFIC CORP | 3.8M | $146.7M | 1.0% | $34.70 | +10.62% | 2 qtrssince 2018-Q4 | Increased 48 |
First Republic Bank/CA | 1.4M | $140M | 1.0% | $85.60 | +14.33% | 2 qtrssince 2018-Q4 | Increased 43 |
VERISK ANALYTICS INC | 1M | $136.9M | 1.0% | $103.44 | +23.12% | 2 qtrssince 2018-Q4 | Increased 43 |
WCM INVESTMENT MANAGEMENT, LLC manages $14.4B across 142 positions as of Q1 2019. Top holdings: CB (13.7%), SHOP (9.5%), HDB (7.8%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 3/5.0.
Active quarter - 71 new positions, 8 exits, 61 increased. Top move: CB (INCREASED, conviction 100). Portfolio: $14.4B across 142 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer