WCM INVESTMENT MANAGEMENT, LLC Q1 2022 Filing
Filed May 6, 2022
Portfolio Value
$35.8B
Holdings
201
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (201 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CP.TOCANADIAN PAC RY LTD | 33,849,081 | $2.8T | 7801.12% | |
| 2 | ASMLASML HOLDING N V | 3,416,209 | $2.3T | 6371.19% | |
| 3 | RMERESMED INC | 8,613,592 | $2.1T | 5832.56% | |
| 4 | MTDMETTLER TOLEDO INTERNATIONAL | 1,422,195 | $2.0T | 5453.00% | |
| 5 | ACNACCENTURE PLC IRELAND | 5,739,824 | $1.9T | 5404.68% | |
| 6 | AONAON PLC | 5,879,340 | $1.9T | 5345.62% | |
| 7 | LULULULULEMON ATHLETICA INC | 4,541,556 | $1.7T | 4632.71% | |
| 8 | ICLRICON PLC | 6,806,426 | $1.7T | 4622.36% | |
| 9 | STESTERIS PLC | 6,463,492 | $1.6T | 4363.30% | |
| 10 | SHOPSHOPIFY INC | 1,810,928 | $1.2T | 3417.97% | |
| 11 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 11,738,365 | $1.2T | 3417.20% | |
| 12 | TEAMATLASSIAN CORP PLC | 3,570,888 | $1.0T | 2929.66% | |
| 13 | EPAMEPAM SYS INC | 2,849,080 | $845.1B | 2359.59% | |
| 14 | TMOTHERMO FISHER SCIENTIFIC INC | 1,142,919 | $675.1B | 1884.91% | |
| 15 | WSTWEST PHARMACEUTICAL SVSC INC | 1,526,481 | $626.9B | 1750.54% | |
| 16 | ODFLOLD DOMINION FREIGHT LINE IN | 1,958,971 | $585.1B | 1633.73% | |
| 17 | SHWSHERWIN WILLIAMS CO | 2,308,884 | $576.3B | 1609.26% | |
| 18 | APHAMPHENOL CORP NEW | 7,236,250 | $545.3B | 1522.45% | |
| 19 | VVISA INC | 2,311,210 | $512.6B | 1431.16% | |
| 20 | SYKSTRYKER CORPORATION | 1,806,854 | $483.1B | 1348.80% | |
| 21 | FRCBFIRST REP BK SAN FRANCISCO C | 2,972,569 | $481.9B | 1345.43% | |
| 22 | RACEFERRARI N V | 2,192,152 | $478.1B | 1334.91% | |
| 23 | NOWSERVICENOW INC | 858,220 | $477.9B | 1334.48% | |
| 24 | ALCALCON AG | 5,952,803 | $472.2B | 1318.57% | |
| 25 | COSTCOSTCO WHSL CORP NEW | 765,434 | $440.8B | 1230.73% | |
| 26 | NKENIKE INC | 3,207,183 | $431.6B | 1205.00% | |
| 27 | LRCXEURLAM RESEARCH CORP | 789,444 | $424.1B | 1184.05% | |
| 28 | CHDCHURCH & DWIGHT CO INC | 4,140,955 | $411.5B | 1149.07% | |
| 29 | MSFTMICROSOFT CORP | 1,303,809 | $402.8B | 1124.73% | |
| 30 | GGGGRACO INC | 5,577,871 | $388.9B | 1085.85% | |
| 31 | ENQENTEGRIS INC | 2,934,912 | $385.2B | 1075.66% | |
| 32 | MSCIMSCI INC | 729,283 | $366.7B | 1024.01% | |
| 33 | NVONOVO-NORDISK A S | 2,850,711 | $316.6B | 883.93% | |
| 34 | HEIHEICO CORP NEW | 2,456,210 | $311.5B | 869.83% | |
| 35 | BILLBILL COM HLDGS INC | 1,363,158 | $309.2B | 863.21% | |
| 36 | FICOFAIR ISAAC CORP | 620,881 | $289.6B | 808.66% | |
| 37 | RGENREPLIGEN CORP | 1,392,617 | $261.9B | 731.38% | |
| 38 | FNDFLOOR & DECOR HLDGS INC | 3,110,543 | $252.0B | 703.50% | |
| 39 | FERGFERGUSON PLC NEW | 1,732,530 | $232.4B | 648.81% | |
| 40 | WNSNWNS HLDGS LTD | 1,640,727 | $140.3B | 391.65% | |
| 41 | GLOBGLOBANT S A | 336,062 | $88.1B | 245.91% | |
| 42 | EFAISHARES TR | 1,013,425 | $74.6B | 208.26% | |
| 43 | DAVAENDAVA PLC | 531,344 | $70.7B | 197.37% | |
| 44 | ASRGRUPO AEROPORTUARIO DEL SURE | 299,792 | $66.4B | 185.50% | |
| 45 | ZTOZTO EXPRESS CAYMAN INC | 2,444,864 | $61.1B | 170.66% | |
| 46 | PLUSEPLUS INC | 1,026,705 | $57.6B | 160.71% | |
| 47 | STVNSTEVANATO GROUP S P A | 2,654,303 | $53.4B | 149.12% | |
| 48 | ADUSADDUS HOMECARE CORP | 543,751 | $50.7B | 141.64% | |
| 49 | 2JEFOCUS FINL PARTNERS INC | 1,013,299 | $46.3B | 129.41% | |
| 50 | GOGROCERY OUTLET HLDG CORP | 1,326,761 | $43.5B | 121.44% | |
| 51 | PAHUSDELEMENT SOLUTIONS INC | 1,960,061 | $42.9B | 119.85% | |
| 52 | BECNUSDBEACON ROOFING SUPPLY INC | 648,898 | $38.5B | 107.41% | |
| 53 | CWKCUSHMAN WAKEFIELD PLC | 1,859,728 | $38.1B | 106.50% | |
| 54 | CINTCI&T INC | 2,237,615 | $35.8B | 100.09% | |
| 55 | XPXP INC | 1,183,854 | $35.6B | 99.50% | |
| 56 | ESGRENSTAR GROUP LIMITED | 135,855 | $35.5B | 99.06% | |
| 57 | VRRMVERRA MOBILITY CORP | 2,164,626 | $35.2B | 98.40% | |
| 58 | IPARINTER PARFUMS INC | 391,175 | $34.4B | 96.17% | |
| 59 | PCORPROCORE TECHNOLOGIES INC | 582,048 | $33.7B | 94.20% | |
| 60 | VRTSVIRTUS INVT PARTNERS INC | 129,037 | $31.0B | 86.47% | |
| 61 | VLRSCONTROLADORA VUELA COMP DE A | 1,702,337 | $31.0B | 86.46% | |
| 62 | DORMDORMAN PRODS INC | 310,489 | $29.5B | 82.39% | |
| 63 | AZTAAZENTA INC | 349,145 | $28.9B | 80.76% | |
| 64 | EMEEMCOR GROUP INC | 249,792 | $28.1B | 78.56% | |
| 65 | WHWYNDHAM HOTELS & RESORTS INC | 318,584 | $27.0B | 75.34% | |
| 66 | FVRRFIVERR INTL LTD | 348,866 | $26.5B | 74.10% | |
| 67 | ICUIICU MED INC | 118,682 | $26.4B | 73.78% | |
| 68 | CR1USDCRANE CO | 238,674 | $25.8B | 72.16% | |
| 69 | LSTRLANDSTAR SYS INC | 168,322 | $25.4B | 70.89% | |
| 70 | CPNGCOUPANG INC | 1,373,024 | $24.3B | 67.78% | |
| 71 | CRMTAMERICAS CAR-MART INC | 297,569 | $24.0B | 66.93% | |
| 72 | AMWDAMERICAN WOODMARK CORPORATIO | 481,107 | $23.6B | 65.76% | |
| 73 | OLLIOLLIES BARGAIN OUTLET HLDGS | 537,275 | $23.1B | 64.45% | |
| 74 | UNFUNIFIRST CORP MASS | 124,029 | $22.9B | 63.82% | |
| 75 | —LESLIES INC | 1,150,238 | $22.3B | 62.18% | |
| 76 | TXRHTEXAS ROADHOUSE INC | 254,042 | $21.3B | 59.39% | |
| 77 | REXRREXFORD INDL RLTY INC | 273,147 | $20.4B | 56.89% | |
| 78 | SPUSDSP PLUS CORP | 633,208 | $19.9B | 55.44% | |
| 79 | WSCWILLSCOT MOBIL MINI HLDNG CO | 488,384 | $19.1B | 53.36% | |
| 80 | PLNTPLANET FITNESS INC | 222,741 | $18.8B | 52.54% | |
| 81 | PFGCPERFORMANCE FOOD GROUP CO | 361,298 | $18.4B | 51.36% | |
| 82 | —TDCX INC | 1,464,381 | $17.8B | 49.68% | |
| 83 | TTEKTETRA TECH INC NEW | 105,560 | $17.4B | 48.61% | |
| 84 | ENSENERSYS | 231,022 | $17.2B | 48.10% | |
| 85 | WEXWEX INC | 95,495 | $17.0B | 47.58% | |
| 86 | FRSHFRESHWORKS INC | 922,873 | $16.5B | 46.18% | |
| 87 | CASYCASEYS GEN STORES INC | 83,064 | $16.5B | 45.96% | |
| 88 | UFPIUFP INDUSTRIES INC | 210,182 | $16.2B | 45.28% | |
| 89 | LHCGUSDLHC GROUP INC | 95,170 | $16.0B | 44.80% | |
| 90 | SMARGBPSMARTSHEET INC | 291,218 | $16.0B | 44.54% | |
| 91 | GBGLOBAL BLUE GROUP HOLDING AG | 2,853,987 | $15.7B | 43.83% | |
| 92 | EEFTEURONET WORLDWIDE INC | 120,522 | $15.7B | 43.80% | |
| 93 | AVNTAVIENT CORPORATION | 326,355 | $15.7B | 43.74% | |
| 94 | FOURSHIFT4 PMTS INC | 249,692 | $15.5B | 43.18% | |
| 95 | SGRYSURGERY PARTNERS INC | 279,068 | $15.4B | 42.90% | |
| 96 | HELEHELEN OF TROY LTD | 78,312 | $15.3B | 42.82% | |
| 97 | BLBLACKLINE INC | 203,022 | $14.9B | 41.51% | |
| 98 | VACMARRIOTT VACATIONS WORLDWIDE | 92,559 | $14.6B | 40.76% | |
| 99 | FIVNFIVE9 INC | 131,835 | $14.6B | 40.64% | |
| 100 | MRCYMERCURY SYS INC | 222,351 | $14.3B | 40.01% |
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