WCM INVESTMENT MANAGEMENT, LLC
Institutional investor · Portfolio as of Q4 2018
Top Holdings79 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
HDFC BANK LTD-ADR | 9.7M | $1B | 9.0% | $23.78 | 0.00% | 1 qtr | New 98 |
SHOPIFY INC - CLASS A | 6.6M | $913.7M | 8.2% | $13.35 | 0.00% | 1 qtr | New 98 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 24.6M | $909.5M | 8.1% | $31.77 | 0.00% | 1 qtr | New 98 |
CHUBB LTD | 7M | $904.1M | 8.1% | $114.35 | 0.00% | 1 qtr | New 98 |
| 4.9M | $879.1M | 7.9% | — | — | 1 qtr | New 98 | |
ACCENTURE PLC-CL A | 6.2M | $877.6M | 7.8% | $126.49 | 0.00% | 1 qtr | New 98 |
METTLER-TOLEDO INTERNATIONAL | 1.5M | $846.9M | 7.6% | $557.54 | 0.00% | 1 qtr | New 98 |
ICON PLC | 5.3M | $681.2M | 6.1% | $127.15 | 0.00% | 1 qtr | New 98 |
RESMED INC | 4.3M | $492.4M | 4.4% | $104.85 | 0.00% | 1 qtr | New 87 |
ASML HOLDING NV-NY REG SHS | 2.7M | $427.4M | 3.8% | $144.41 | 0.00% | 1 qtr | New 86 |
RYANAIR HOLDINGS-SP ADR | 4.3M | $305.1M | 2.7% | $27.35 | 0.00% | 1 qtr | New 80 |
Core Laboratories Inc. | 4.9M | $293.1M | 2.6% | $55.90 | 0.00% | 1 qtr | New 80 |
STERIS plc (Ireland) | 2.4M | $252.6M | 2.3% | $98.52 | +133.20% | 1 qtr | New 80 |
VISA INC-CLASS A SHARES | 1.1M | $143M | 1.3% | $124.91 | 0.00% | 1 qtr | New 69 |
COSTCO WHOLESALE CORP | 692,430 | $141.1M | 1.3% | $183.62 | 0.00% | 1 qtr | New 69 |
| 531,853 | $135.4M | 1.2% | — | — | — | — | |
BOSTON SCIENTIFIC CORP | 3.8M | $134.2M | 1.2% | $34.67 | 0.00% | 1 qtr | New 69 |
First Republic Bank/CA | 1.4M | $120.2M | 1.1% | $85.50 | 0.00% | 1 qtr | New 69 |
AMPHENOL CORP-CL A | 1.4M | $113.6M | 1.0% | $18.89 | 0.00% | 1 qtr | New 69 |
VERISK ANALYTICS INC | 1M | $111.5M | 1.0% | $103.28 | 0.00% | 1 qtr | New 59 |
WCM INVESTMENT MANAGEMENT, LLC manages $11.2B across 79 positions as of Q4 2018. Top holdings: HDB (9.0%), SHOP (8.2%), TSM (8.1%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 79 new positions, 0 exits, 0 increased. Top move: HDB (NEW, conviction 98). Portfolio: $11.2B across 79 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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