WCM INVESTMENT MANAGEMENT, LLC Q1 2019 Filing
Filed May 13, 2019
Portfolio Value
$14.4T
Holdings
142
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (142 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CBCHUBB LIMITED | 14,039,350 | $2.0T | 13.68% | |
| 2 | SHOPSHOPIFY INC | 6,601,116 | $1.4T | 9.49% | |
| 3 | HDBHDFC BANK LTD | 9,714,037 | $1.1T | 7.83% | |
| 4 | ACNACCENTURE PLC IRELAND | 6,174,238 | $1.1T | 7.56% | |
| 5 | MTDMETTLER TOLEDO INTERNATIONAL | 1,495,825 | $1.1T | 7.52% | |
| 6 | CP.TOCANADIAN PAC RY LTD | 4,955,565 | $1.0T | 7.10% | |
| 7 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 24,811,806 | $1.0T | 7.07% | |
| 8 | RMERESMED INC | 7,059,797 | $734.0B | 5.11% | |
| 9 | ASMLASML HOLDING N V | 3,117,183 | $586.2B | 4.08% | |
| 10 | ICLRICON PLC | 3,318,129 | $453.2B | 3.15% | |
| 11 | RYAAYRYANAIR HLDGS PLC | 4,339,799 | $325.2B | 2.26% | |
| 12 | STESTERIS PLC | 2,382,799 | $302.7B | 2.11% | |
| 13 | CLBCORE LABORATORIES N V | 3,113,493 | $214.6B | 1.49% | |
| 14 | MLB1MERCADOLIBRE INC | 350,156 | $177.8B | 1.24% | |
| 15 | VVISA INC | 1,090,798 | $170.4B | 1.19% | |
| 16 | COSTCOSTCO WHSL CORP NEW | 696,971 | $168.8B | 1.17% | |
| 17 | COOCOOPER COS INC | 535,205 | $158.5B | 1.10% | |
| 18 | BSXBOSTON SCIENTIFIC CORP | 3,823,315 | $146.7B | 1.02% | |
| 19 | FRCBFIRST REP BK SAN FRANCISCO C | 1,393,706 | $140.0B | 0.97% | |
| 20 | VRSKVERISK ANALYTICS INC | 1,029,676 | $136.9B | 0.95% | |
| 21 | ECLECOLAB INC | 760,046 | $134.2B | 0.93% | |
| 22 | APHAMPHENOL CORP NEW | 1,409,913 | $133.2B | 0.93% | |
| 23 | SCHWTHE CHARLES SCHWAB CORPORATI | 3,077,744 | $131.6B | 0.92% | |
| 24 | WSTWEST PHARMACEUTICAL SVSC INC | 1,122,116 | $123.7B | 0.86% | |
| 25 | 8CWCROWN CASTLE INTL CORP NEW | 952,155 | $121.9B | 0.85% | |
| 26 | SYKSTRYKER CORP | 598,221 | $118.2B | 0.82% | |
| 27 | CNRCANADIAN NATL RY CO | 1,299,957 | $116.3B | 0.81% | |
| 28 | NFLXNETFLIX INC | 311,145 | $110.9B | 0.77% | |
| 29 | AKXANSYS INC | 493,902 | $90.2B | 0.63% | |
| 30 | AG8AGILENT TECHNOLOGIES INC | 1,113,823 | $89.5B | 0.62% | |
| 31 | GGGGRACO INC | 1,755,134 | $86.9B | 0.60% | |
| 32 | ATVIEURACTIVISION BLIZZARD INC | 1,875,542 | $85.4B | 0.59% | |
| 33 | SHWSHERWIN WILLIAMS CO | 184,217 | $79.3B | 0.55% | |
| 34 | ILMNILLUMINA INC | 228,321 | $70.9B | 0.49% | |
| 35 | SLBSCHLUMBERGER LTD | 1,124,445 | $49.0B | 0.34% | |
| 36 | CRMTAMERICAS CAR MART INC | 304,215 | $27.8B | 0.19% | |
| 37 | MANHMANHATTAN ASSOCS INC | 373,952 | $20.6B | 0.14% | |
| 38 | UNFUNIFIRST CORP MASS | 126,901 | $19.5B | 0.14% | |
| 39 | SPUSDSP PLUS CORP | 510,745 | $17.4B | 0.12% | |
| 40 | JLLJONES LANG LASALLE INC | 112,717 | $17.4B | 0.12% | |
| 41 | CASSCASS INFORMATION SYS INC | 328,870 | $15.6B | 0.11% | |
| 42 | BABAALIBABA GROUP HLDG LTD | 83,486 | $15.2B | 0.11% | |
| 43 | THRTHERMON GROUP HLDGS INC | 543,728 | $13.3B | 0.09% | |
| 44 | CR1USDCRANE CO | 146,335 | $12.4B | 0.09% | |
| 45 | VRTSVIRTUS INVT PARTNERS INC | 125,198 | $12.2B | 0.08% | |
| 46 | ENSENERSYS | 181,850 | $11.8B | 0.08% | |
| 47 | ESGRENSTAR GROUP LIMITED | 67,876 | $11.8B | 0.08% | |
| 48 | —CABOT MICROELECTRONICS CORP | 100,506 | $11.3B | 0.08% | |
| 49 | —HFF INC | 232,674 | $11.1B | 0.08% | |
| 50 | WCCWESCO INTL INC | 203,117 | $10.8B | 0.07% | |
| 51 | —EMERALD EXPOSITIONS EVENTS I | 829,270 | $10.5B | 0.07% | |
| 52 | DYDYCOM INDS INC | 225,810 | $10.4B | 0.07% | |
| 53 | —NATUS MEDICAL INC DEL | 403,183 | $10.2B | 0.07% | |
| 54 | BECNUSDBEACON ROOFING SUPPLY INC | 299,705 | $9.6B | 0.07% | |
| 55 | DORMDORMAN PRODUCTS INC | 109,200 | $9.6B | 0.07% | |
| 56 | EMEEMCOR GROUP INC | 128,156 | $9.4B | 0.07% | |
| 57 | —HEMISPHERE MEDIA GROUP INC | 642,895 | $9.1B | 0.06% | |
| 58 | NBISYANDEX N V | 259,153 | $8.9B | 0.06% | |
| 59 | BROBROWN & BROWN INC | 299,169 | $8.8B | 0.06% | |
| 60 | ADUSADDUS HOMECARE CORP | 138,459 | $8.8B | 0.06% | |
| 61 | AMWDAMERICAN WOODMARK CORPORATIO | 90,884 | $7.5B | 0.05% | |
| 62 | JBSSSANFILIPPO JOHN B & SON INC | 94,630 | $6.8B | 0.05% | |
| 63 | FLIRFLIR SYS INC | 112,522 | $5.4B | 0.04% | |
| 64 | PLUSEPLUS INC | 50,618 | $4.5B | 0.03% | |
| 65 | —CONTROL4 CORP | 205,900 | $3.5B | 0.02% | |
| 66 | BAPCREDICORP LTD | 13,953 | $3.3B | 0.02% | |
| 67 | EPAMEPAM SYS INC | 19,670 | $3.3B | 0.02% | |
| 68 | ASRGRUPO AEROPORTUARIO DEL SURE | 18,069 | $2.9B | 0.02% | |
| 69 | GLOBGLOBANT S A | 40,599 | $2.9B | 0.02% | |
| 70 | WIXWIX COM LTD | 23,070 | $2.8B | 0.02% | |
| 71 | PTIP T TELEKOMUNIKASI INDONESIA | 99,479 | $2.7B | 0.02% | |
| 72 | AZULQAZUL S A | 73,077 | $2.1B | 0.01% | |
| 73 | —BIOTELEMETRY INC | 32,846 | $2.1B | 0.01% | |
| 74 | AMZNAMAZON COM INC | 1,062 | $1.9B | 0.01% | |
| 75 | JBTJOHN BEAN TECHNOLOGIES CORP | 20,121 | $1.8B | 0.01% | |
| 76 | BFAMBRIGHT HORIZONS FAM SOL IN D | 14,274 | $1.8B | 0.01% | |
| 77 | PLNTPLANET FITNESS INC | 25,971 | $1.8B | 0.01% | |
| 78 | OMCLOMNICELL INC | 21,533 | $1.7B | 0.01% | |
| 79 | —ELDORADO RESORTS INC | 36,247 | $1.7B | 0.01% | |
| 80 | MRCYMERCURY SYS INC | 26,097 | $1.7B | 0.01% | |
| 81 | WWDWOODWARD INC | 17,306 | $1.6B | 0.01% | |
| 82 | VACMARRIOTT VACTINS WORLDWID CO | 17,512 | $1.6B | 0.01% | |
| 83 | BRKRBRUKER CORP | 42,254 | $1.6B | 0.01% | |
| 84 | WINGWINGSTOP INC | 21,323 | $1.6B | 0.01% | |
| 85 | MMSIMERIT MED SYS INC | 26,071 | $1.6B | 0.01% | |
| 86 | EVOP1EUREVO PMTS INC | 53,756 | $1.6B | 0.01% | |
| 87 | PROPROS HOLDINGS INC | 36,833 | $1.6B | 0.01% | |
| 88 | NGVTINGEVITY CORP | 14,657 | $1.5B | 0.01% | |
| 89 | AXONAXON ENTERPRISE INC | 28,436 | $1.5B | 0.01% | |
| 90 | ICUIICU MED INC | 6,316 | $1.5B | 0.01% | |
| 91 | PRIPRIMERICA INC | 12,380 | $1.5B | 0.01% | |
| 92 | EEFTEURONET WORLDWIDE INC | 10,523 | $1.5B | 0.01% | |
| 93 | ESTCELASTIC N V | 18,472 | $1.5B | 0.01% | |
| 94 | FIVNFIVE9 INC | 27,807 | $1.5B | 0.01% | |
| 95 | REXRREXFORD INDL RLTY INC | 40,907 | $1.5B | 0.01% | |
| 96 | —UNIVERSAL FST PRODS INC | 48,822 | $1.5B | 0.01% | |
| 97 | CRLCHARLES RIV LABS INTL INC | 10,042 | $1.5B | 0.01% | |
| 98 | GDOTGREEN DOT CORP | 23,618 | $1.4B | 0.01% | |
| 99 | RRXREGAL BELOIT CORP | 17,415 | $1.4B | 0.01% | |
| 100 | BCOBRINKS CO | 18,422 | $1.4B | 0.01% |
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