WCM INVESTMENT MANAGEMENT, LLC
Institutional investor · Portfolio as of Q4 2019
Top Holdings157 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SHOPIFY INC - CLASS A | 4.8M | $1.9B | 10.2% | $13.67 | +189.88% | 5 qtrssince 2018-Q4 | Increased 63 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 27.7M | $1.6B | 8.6% | $32.66 | +58.69% | 5 qtrssince 2018-Q4 | Increased 63 |
ACCENTURE PLC-CL A | 6.8M | $1.4B | 7.7% | $131.25 | +47.01% | 5 qtrssince 2018-Q4 | Increased 63 |
| 5.5M | $1.4B | 7.5% | — | — | 5 qtrssince 2018-Q4 | Increased 63 | |
HDFC BANK LTD-ADR | 21.7M | $1.4B | 7.4% | $25.67 | +13.87% | 5 qtrssince 2018-Q4 | Increased 63 |
CHUBB LTD | 8.2M | $1.3B | 6.8% | $122.51 | +15.19% | 5 qtrssince 2018-Q4 | Decreased 0 |
RESMED INC | 7.8M | $1.2B | 6.5% | $104.50 | +40.23% | 5 qtrssince 2018-Q4 | Increased 63 |
ASML HOLDING NV-NY REG SHS | 3.9M | $1.1B | 6.2% | $169.96 | +64.18% | 5 qtrssince 2018-Q4 | Increased 71 |
METTLER-TOLEDO INTERNATIONAL | 1.2M | $943.8M | 5.1% | $570.21 | +38.88% | 5 qtrssince 2018-Q4 | Increased 63 |
LULULEMON ATHLETICA INC | 3.3M | $763.5M | 4.1% | $230.83 | 0.00% | 1 qtr | New 88 |
ICON PLC | 3.6M | $627.5M | 3.4% | $129.39 | +31.85% | 5 qtrssince 2018-Q4 | Increased 59 |
STERIS PLC | 2.3M | $357.2M | 1.9% | $122.37 | +17.44% | 4 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 1.3M | $244.5M | 1.3% | $132.07 | +35.55% | 5 qtrssince 2018-Q4 | Decreased 0 |
ALCON INC | 4M | $226.4M | 1.2% | $60.88 | -9.04% | 3 qtrssince 2019-Q2 | Decreased 0 |
SMITH & NEPHEW PLC -SPON ADR | 4.2M | $201.7M | 1.1% | $41.18 | +0.65% | 2 qtrssince 2019-Q3 | Increased 70 |
WEST PHARMACEUTICAL SERVICES | 1.3M | $201.2M | 1.1% | $101.27 | +45.83% | 5 qtrssince 2018-Q4 | Decreased 0 |
First Republic Bank/CA | 1.7M | $194.8M | 1.0% | $87.31 | +31.67% | 5 qtrssince 2018-Q4 | Decreased 0 |
MERCADOLIBRE INC | 334,783 | $191.5M | 1.0% | $318.21 | +83.48% | 5 qtrssince 2018-Q4 | Decreased 0 |
COSTCO WHOLESALE CORP | 613,836 | $180.4M | 1.0% | $191.20 | +39.93% | 5 qtrssince 2018-Q4 | Decreased 0 |
ECOLAB INC | 903,807 | $174.4M | 0.9% | $143.08 | +25.62% | 5 qtrssince 2018-Q4 | Decreased 0 |
WCM INVESTMENT MANAGEMENT, LLC manages $18.6B across 157 positions as of Q4 2019. Top holdings: SHOP (10.2%), TSM (8.6%), ACN (7.7%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 14 new positions, 9 exits, 113 increased. Top move: LULU (NEW, conviction 88). Portfolio: $18.6B across 157 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