WCM INVESTMENT MANAGEMENT, LLC
Institutional investor · Portfolio as of Q2 2023
Top Holdings218 positions
Canadian Pacific Railway Ltd | 31.3M | $2.5B | 7.5% | $78.92 | 0.00% | 1 qtr | New 98 |
Aon PLC | 5M | $1.7B | 5.2% | $225.36 | +50.00% | 12 qtrssince 2020-Q3 | Increased 62 |
ICICI BANK LTD-SPON ADR | 71.3M | $1.6B | 4.9% | $21.31 | +5.69% | 9 qtrssince 2021-Q2 | Increased 59 |
Atlassian Corp | 9.5M | $1.6B | 4.8% | $128.78 | +25.52% | 3 qtrssince 2022-Q4 | Decreased 0 |
ASML Holding NV | 2M | $1.5B | 4.4% | $196.01 | +259.87% | 19 qtrssince 2018-Q4 | Decreased 0 |
ICON PLC | 5.8M | $1.5B | 4.4% | $191.80 | +26.50% | 19 qtrssince 2018-Q4 | Increased 59 |
Linde PLC | 3.7M | $1.4B | 4.3% | $339.28 | +8.26% | 2 qtrssince 2023-Q1 | Decreased 0 |
Waste Connections Inc | 9.1M | $1.3B | 3.9% | $128.23 | +9.02% | 5 qtrssince 2022-Q2 | Increased 61 |
STERIS PLC | 5.5M | $1.2B | 3.7% | $135.62 | +59.01% | 18 qtrssince 2019-Q1 | Increased 59 |
Mettler-Toledo International I | 928,095 | $1.2B | 3.7% | $655.46 | +100.91% | 19 qtrssince 2018-Q4 | Increased 59 |
Arch Capital Group Ltd | 13.8M | $1B | 3.1% | $64.88 | +7.03% | 2 qtrssince 2023-Q1 | Increased 63 |
Accenture PLC | 3.2M | $999.6M | 3.0% | $142.43 | +108.43% | 19 qtrssince 2018-Q4 | Increased 55 |
ResMed Inc | 3.5M | $768.7M | 2.3% | $115.24 | +82.77% | 19 qtrssince 2018-Q4 | Increased 55 |
Microsoft Corp | 1.9M | $653.5M | 2.0% | $296.68 | +11.92% | 6 qtrssince 2022-Q1 | Increased 63 |
EPAM Systems Inc | 2.9M | $652.6M | 1.9% | $456.84 | -50.82% | 19 qtrssince 2018-Q4 | Increased 51 |
Amazon.com Inc | 4.8M | $629.4M | 1.9% | $114.55 | +13.80% | 19 qtrssince 2018-Q4 | Increased 64 |
Datadog Inc | 6.2M | $610.4M | 1.8% | $87.48 | +10.25% | 5 qtrssince 2022-Q2 | Increased 63 |
Stryker Corp | 1.9M | $587.2M | 1.8% | $197.84 | +48.93% | 19 qtrssince 2018-Q4 | Decreased 0 |
Visa Inc | 2.5M | $585.6M | 1.7% | $165.29 | +40.17% | 19 qtrssince 2018-Q4 | Decreased 0 |
UnitedHealth Group Inc | 1.2M | $568.4M | 1.7% | $484.61 | -6.22% | 5 qtrssince 2022-Q2 | Decreased 0 |
WCM INVESTMENT MANAGEMENT, LLC manages $33.5B across 218 positions as of Q2 2023. Top holdings: CP (7.5%), AON (5.2%), IBN (4.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 19 new positions, 14 exits, 104 increased. Top move: CP (NEW, conviction 98). Portfolio: $33.5B across 218 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
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