WCM INVESTMENT MANAGEMENT, LLC
Institutional investor · Portfolio as of Q2 2023
Top Holdings218 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
CANADIAN PACIFIC RAILWAY LTD /CAD/ | 31.3M | $2.5B | 7.5% | $79.09 | 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-CL A | 9.5M | $1.6B | 4.8% | $128.78 | +25.52% | 3 qtrssince 2022-Q4 | Decreased 0 |
ASML HOLDING NV-NY REG SHS | 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 | 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-CL A | 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% | $300.99 | +9.22% | 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% | $115.19 | +11.03% | 19 qtrssince 2018-Q4 | Increased 64 |
DATADOG INC - CLASS A | 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-CLASS A SHARES | 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: Concentrated Value. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 18 new positions, 13 exits, 104 increased. Top move: CP (NEW, conviction 98). Portfolio: $33.5B across 218 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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