WCM INVESTMENT MANAGEMENT, LLC
Institutional investor · Portfolio as of Q3 2023
Top Holdings208 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
CANADIAN PACIFIC RAILWAY LTD /CAD/ | 38.1M | $2.8B | 8.3% | $78.00 | -6.41% | 2 qtrssince 2023-Q2 | Increased 74 |
ATLASSIAN CORP-CL A | 9.4M | $1.9B | 5.6% | $128.78 | +56.48% | 4 qtrssince 2022-Q4 | Decreased 0 |
ICON PLC | 7.6M | $1.9B | 5.5% | $204.47 | +20.43% | 20 qtrssince 2018-Q4 | Increased 78 |
ICICI BANK LTD-SPON ADR | 70.4M | $1.6B | 4.8% | $21.31 | +6.75% | 10 qtrssince 2021-Q2 | Decreased 0 |
AON PLC | 4.9M | $1.6B | 4.7% | $225.36 | +41.16% | 13 qtrssince 2020-Q3 | Decreased 0 |
LINDE PLC | 3.8M | $1.4B | 4.2% | $339.74 | +6.51% | 3 qtrssince 2023-Q1 | Increased 60 |
WASTE CONNECTIONS INC | 10.2M | $1.4B | 4.0% | $128.61 | +2.32% | 6 qtrssince 2022-Q2 | Increased 66 |
ARCH CAPITAL GROUP LTD | 16M | $1.3B | 3.7% | $66.39 | +14.17% | 3 qtrssince 2023-Q1 | Increased 68 |
ASML HOLDING NV-NY REG SHS | 2M | $1.2B | 3.5% | $196.01 | +192.95% | 20 qtrssince 2018-Q4 | Decreased 0 |
STERIS PLC | 5.4M | $1.2B | 3.5% | $135.62 | +58.23% | 19 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 3.5M | $1.1B | 3.1% | $152.75 | +94.28% | 20 qtrssince 2018-Q4 | Increased 63 |
METTLER-TOLEDO INTERNATIONAL | 926,039 | $1B | 3.0% | $655.46 | +69.05% | 20 qtrssince 2018-Q4 | Decreased 0 |
MERCADOLIBRE INC | 665,189 | $842.5M | 2.5% | $1,257.65 | +0.81% | 20 qtrssince 2018-Q4 | Increased 88 |
EPAM SYSTEMS INC | 2.8M | $722.3M | 2.1% | $456.84 | -44.03% | 20 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 4.9M | $621.5M | 1.8% | $115.35 | +10.20% | 20 qtrssince 2018-Q4 | Increased 50 |
MICROSOFT CORP | 1.9M | $616.1M | 1.8% | $301.14 | +3.10% | 7 qtrssince 2022-Q1 | Increased 50 |
UNITEDHEALTH GROUP INC | 1.2M | $605.2M | 1.8% | $484.59 | -0.36% | 6 qtrssince 2022-Q2 | Increased 50 |
NOVO-NORDISK A/S-SPONS ADR | 6.5M | $594M | 1.7% | $68.79 | +27.26% | 8 qtrssince 2021-Q4 | Increased 78 |
ARTHUR J GALLAGHER & CO | 2.6M | $591.7M | 1.7% | $167.86 | +33.12% | 5 qtrssince 2022-Q3 | Increased 50 |
LPL FINANCIAL HOLDINGS INC | 2.5M | $583.9M | 1.7% | $194.58 | +20.65% | 6 qtrssince 2022-Q2 | Increased 50 |
WCM INVESTMENT MANAGEMENT, LLC manages $34.1B across 208 positions as of Q3 2023. Top holdings: CP (8.3%), TEAM (5.6%), ICLR (5.5%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 3/5.0.
Active quarter - 8 new positions, 18 exits, 131 increased. Top move: MELI (INCREASED, conviction 88). Portfolio: $34.1B across 208 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer