WCM INVESTMENT MANAGEMENT, LLC
Institutional investor · Portfolio as of Q1 2020
Top Holdings180 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 29M | $1.4B | 7.6% | $33.13 | +30.53% | 6 qtrssince 2018-Q4 | Increased 65 |
SHOPIFY INC - CLASS A | 3.3M | $1.4B | 7.6% | $13.67 | +214.75% | 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-CL A | 7.1M | $1.2B | 6.4% | $132.37 | +17.98% | 6 qtrssince 2018-Q4 | Increased 65 |
ASML HOLDING NV-NY REG SHS | 4.1M | $1.1B | 5.9% | $173.95 | +41.82% | 6 qtrssince 2018-Q4 | Increased 65 |
MERCADOLIBRE INC | 2.1M | $1B | 5.6% | $448.26 | +5.58% | 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% | $25.28 | -28.79% | 6 qtrssince 2018-Q4 | Increased 62 |
METTLER-TOLEDO INTERNATIONAL | 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 -SPON ADR | 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-CLASS A SHARES | 1.4M | $220.5M | 1.2% | $133.14 | +15.47% | 6 qtrssince 2018-Q4 | Increased 51 |
WEST PHARMACEUTICAL SERVICES | 1.4M | $214.8M | 1.2% | $103.76 | +44.28% | 6 qtrssince 2018-Q4 | Increased 51 |
CROWN CASTLE INTL CORP | 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: Concentrated Value. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 45 new positions, 22 exits, 117 increased. Top move: LULU (INCREASED, conviction 100). Portfolio: $18.1B across 180 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