WCM INVESTMENT MANAGEMENT, LLC
Institutional investor · Portfolio as of Q1 2020
Top Holdings180 positions
Taiwan Semiconductor Manufactu | 29M | $1.4B | 7.6% | $32.75 | +30.93% | 6 qtrssince 2018-Q4 | Increased 65 |
Shopify Inc | 3.3M | $1.4B | 7.6% | $14.16 | +194.34% | 6 qtrssince 2018-Q4 | Decreased 0 |
Lululemon Athletica Inc | 6.7M | $1.3B | 7.0% | $212.13 | -8.57% | 2 qtrssince 2019-Q4 | Increased 100 |
| 5.8M | $1.3B | 7.0% | — | — | 6 qtrssince 2018-Q4 | Increased 65 | |
ResMed Inc | 8.2M | $1.2B | 6.6% | $106.39 | +37.70% | 6 qtrssince 2018-Q4 | Increased 65 |
Accenture PLC | 7.1M | $1.2B | 6.4% | $132.37 | +17.98% | 6 qtrssince 2018-Q4 | Increased 65 |
ASML Holding NV | 4.1M | $1.1B | 5.9% | $173.95 | +41.82% | 6 qtrssince 2018-Q4 | Increased 65 |
MercadoLibre Inc | 2.1M | $1B | 5.6% | $461.35 | +5.90% | 6 qtrssince 2018-Q4 | Increased 100 |
Chubb Ltd | 8.6M | $955.4M | 5.3% | $121.40 | -16.29% | 6 qtrssince 2018-Q4 | Increased 65 |
HDFC BANK LTD ADR | 22.9M | $879.6M | 4.9% | $23.94 | -24.81% | 6 qtrssince 2018-Q4 | Increased 62 |
Mettler-Toledo International I | 1.3M | $864.3M | 4.8% | $575.91 | +19.01% | 6 qtrssince 2018-Q4 | Increased 61 |
STERIS PLC | 5.1M | $711M | 3.9% | $127.93 | +3.72% | 5 qtrssince 2019-Q1 | Increased 94 |
ICON PLC | 3.8M | $520M | 2.9% | $129.92 | +8.18% | 6 qtrssince 2018-Q4 | Increased 57 |
Stryker Corp | 1.4M | $237.4M | 1.3% | $153.23 | +0.13% | 6 qtrssince 2018-Q4 | Increased 78 |
Smith & Nephew PLC | 6.6M | $236.2M | 1.3% | $37.55 | -16.97% | 3 qtrssince 2019-Q3 | Increased 69 |
Alcon Inc | 4.6M | $234.4M | 1.3% | $59.46 | -15.63% | 4 qtrssince 2019-Q2 | Increased 56 |
Visa Inc | 1.4M | $220.5M | 1.2% | $133.14 | +15.47% | 6 qtrssince 2018-Q4 | Increased 51 |
West Pharmaceutical Services I | 1.4M | $214.8M | 1.2% | $103.76 | +44.28% | 6 qtrssince 2018-Q4 | Increased 51 |
Crown Castle International Cor | 1.2M | $171.9M | 0.9% | $85.38 | +34.43% | 6 qtrssince 2018-Q4 | Increased 45 |
Graco Inc | 3.3M | $162.3M | 0.9% | $42.18 | +6.50% | 6 qtrssince 2018-Q4 | Increased 46 |
WCM INVESTMENT MANAGEMENT, LLC manages $18.1B across 180 positions as of Q1 2020. Top holdings: TSM (7.6%), SHOP (7.6%), LULU (7.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 45 new positions, 22 exits, 117 increased. Top move: LULU (INCREASED, conviction 100). Portfolio: $18.1B across 180 positions.
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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
Verify source filings on SEC EDGAR