WCM INVESTMENT MANAGEMENT, LLC Q1 2025 Filing
Filed April 28, 2025
Portfolio Value
$38.9T
Holdings
278
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (278 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SESEA LTD | 25,144,668 | $3.3T | 8.45% | |
| 2 | SPOTSPOTIFY TECHNOLOGY S A | 3,378,875 | $1.9T | 4.87% | |
| 3 | APPAPPLOVIN CORP | 6,425,507 | $1.8T | 4.50% | |
| 4 | IBNICICI BANK LIMITED | 53,613,361 | $1.7T | 4.32% | |
| 5 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 9,734,044 | $1.6T | 4.13% | |
| 6 | LINLINDE PLC | 3,339,761 | $1.5T | 3.94% | |
| 7 | ACGLARCH CAP GROUP LTD | 13,459,738 | $1.3T | 3.29% | |
| 8 | WCNWASTE CONNECTIONS INC | 6,383,780 | $1.2T | 3.16% | |
| 9 | CPCANADIAN PACIFIC KANSAS CITY | 16,955,412 | $1.2T | 3.03% | |
| 10 | ICLRICON PLC | 6,389,671 | $1.1T | 2.94% | |
| 11 | AMZNAMAZON COM INC | 5,860,266 | $1.1T | 2.90% | |
| 12 | CPNGCOUPANG INC | 49,663,297 | $1.1T | 2.85% | |
| 13 | ASMLASML HOLDING N V | 1,560,421 | $1.1T | 2.71% | |
| 14 | MLB1MERCADOLIBRE INC | 500,290 | $1.0T | 2.63% | |
| 15 | MNDYMONDAY COM LTD | 4,078,985 | $1.0T | 2.59% | |
| 16 | STESTERIS PLC | 4,504,587 | $1.0T | 2.58% | |
| 17 | AONAON PLC | 2,051,816 | $809.5B | 2.08% | |
| 18 | NUNU HLDGS LTD | 76,982,469 | $796.8B | 2.05% | |
| 19 | AJGGALLAGHER ARTHUR J & CO | 2,336,591 | $796.2B | 2.05% | |
| 20 | TEAMATLASSIAN CORPORATION | 3,417,713 | $745.0B | 1.91% | |
| 21 | MSFTMICROSOFT CORP | 1,917,245 | $726.3B | 1.87% | |
| 22 | MCKMCKESSON CORP | 1,082,640 | $723.3B | 1.86% | |
| 23 | VVISA INC | 2,080,395 | $713.3B | 1.83% | |
| 24 | NVDANVIDIA CORPORATION | 6,121,714 | $671.4B | 1.73% | |
| 25 | UNHUNITEDHEALTH GROUP INC | 1,216,132 | $627.6B | 1.61% | |
| 26 | GEGE AEROSPACE | 3,136,694 | $627.0B | 1.61% | |
| 27 | GDDYGODADDY INC | 3,471,218 | $620.9B | 1.60% | |
| 28 | ISRGINTUITIVE SURGICAL INC | 1,189,761 | $585.2B | 1.50% | |
| 29 | LPLALPL FINL HLDGS INC | 1,635,354 | $550.9B | 1.42% | |
| 30 | VRTXVERTEX PHARMACEUTICALS INC | 1,098,940 | $541.4B | 1.39% | |
| 31 | RGAREINSURANCE GRP OF AMERICA I | 2,514,042 | $492.4B | 1.27% | |
| 32 | ANETARISTA NETWORKS INC | 6,038,570 | $470.6B | 1.21% | |
| 33 | CTVACORTEVA INC | 6,978,187 | $426.1B | 1.10% | |
| 34 | ILMNILLUMINA INC | 4,179,011 | $334.3B | 0.86% | |
| 35 | SAPSAP SE | 1,229,086 | $329.4B | 0.85% | |
| 36 | RACEFERRARI N V | 750,504 | $322.5B | 0.83% | |
| 37 | AZNASTRAZENECA PLC | 4,003,070 | $295.4B | 0.76% | |
| 38 | NVONOVO-NORDISK A S | 4,135,857 | $286.6B | 0.74% | |
| 39 | DDOGDATADOG INC | 2,759,645 | $279.0B | 0.72% | |
| 40 | FRPTFRESHPET INC | 2,811,135 | $237.2B | 0.61% | |
| 41 | GEVGE VERNOVA INC | 629,765 | $190.8B | 0.49% | |
| 42 | UBSUBS GROUP AG | 5,304,521 | $167.4B | 0.43% | |
| 43 | CRCCANADIAN NAT RES LTD | 4,463,643 | $136.4B | 0.35% | |
| 44 | CLSCELESTICA INC | 969,208 | $80.1B | 0.21% | |
| 45 | ENQENTEGRIS INC | 647,340 | $57.4B | 0.15% | |
| 46 | BECNUSDBEACON ROOFING SUPPLY INC | 434,294 | $53.8B | 0.14% | |
| 47 | BAPCREDICORP LTD | 279,291 | $52.6B | 0.14% | |
| 48 | PDDPDD HOLDINGS INC | 411,324 | $49.5B | 0.13% | |
| 49 | ADUSADDUS HOMECARE CORP | 494,791 | $48.1B | 0.12% | |
| 50 | PAHUSDELEMENT SOLUTIONS INC | 1,697,265 | $38.9B | 0.10% | |
| 51 | CLVTRIP COM GROUP LTD | 604,365 | $37.9B | 0.10% | |
| 52 | TPRTAPESTRY INC | 533,734 | $37.5B | 0.10% | |
| 53 | VRRMVERRA MOBILITY CORP | 1,846,578 | $37.3B | 0.10% | |
| 54 | ICUIICU MED INC | 239,384 | $33.6B | 0.09% | |
| 55 | ENSGENSIGN GROUP INC | 248,760 | $32.0B | 0.08% | |
| 56 | CRSCARPENTER TECHNOLOGY CORP | 157,596 | $28.6B | 0.07% | |
| 57 | FTAIFTAI AVIATION LTD | 242,083 | $27.2B | 0.07% | |
| 58 | WHWYNDHAM HOTELS & RESORTS INC | 290,596 | $26.1B | 0.07% | |
| 59 | HLMNHILLMAN SOLUTIONS CORP | 2,992,165 | $26.0B | 0.07% | |
| 60 | HAYWHAYWARD HLDGS INC | 1,862,798 | $25.6B | 0.07% | |
| 61 | WTMWHITE MTNS INS GROUP LTD | 13,245 | $25.2B | 0.06% | |
| 62 | PLUSEPLUS INC | 406,449 | $25.2B | 0.06% | |
| 63 | AZEKAZEK CO INC | 492,391 | $24.4B | 0.06% | |
| 64 | DORMDORMAN PRODS INC | 202,232 | $24.4B | 0.06% | |
| 65 | SKWDSKYWARD SPECIALTY INS GROUP | 445,012 | $23.4B | 0.06% | |
| 66 | CWKCUSHMAN WAKEFIELD PLC | 2,286,239 | $23.3B | 0.06% | |
| 67 | BOOTBOOT BARN HLDGS INC | 221,236 | $23.0B | 0.06% | |
| 68 | LSTRLANDSTAR SYS INC | 151,806 | $22.4B | 0.06% | |
| 69 | —WNS HLDGS LTD | 355,944 | $21.8B | 0.06% | |
| 70 | PLNTPLANET FITNESS INC | 223,423 | $21.5B | 0.06% | |
| 71 | CWSTCASELLA WASTE SYS INC | 189,342 | $21.0B | 0.05% | |
| 72 | RMBS*RAMBUS INC DEL | 388,655 | $20.9B | 0.05% | |
| 73 | AITAPPLIED INDL TECHNOLOGIES IN | 92,155 | $20.8B | 0.05% | |
| 74 | BZKANZHUN LIMITED | 1,065,562 | $20.7B | 0.05% | |
| 75 | BILLBILL HOLDINGS INC | 442,786 | $20.5B | 0.05% | |
| 76 | IPARINTERPARFUMS INC | 174,615 | $20.5B | 0.05% | |
| 77 | HQYHEALTHEQUITY INC | 232,641 | $20.2B | 0.05% | |
| 78 | CVLTCOMMVAULT SYS INC | 122,370 | $19.8B | 0.05% | |
| 79 | MLNKMERIDIANLINK INC | 1,061,967 | $19.8B | 0.05% | |
| 80 | KSPIKASPI KZ JSC | 209,774 | $19.7B | 0.05% | |
| 81 | MRCYMERCURY SYS INC | 442,153 | $18.9B | 0.05% | |
| 82 | CHEFCHEFS WHSE INC | 353,667 | $18.9B | 0.05% | |
| 83 | LRNSTRIDE INC | 148,162 | $18.7B | 0.05% | |
| 84 | SNSHARKNINJA INC | 221,766 | $18.6B | 0.05% | |
| 85 | INTRINTER & CO INC | 3,224,623 | $18.2B | 0.05% | |
| 86 | CSWCSW INDUSTRIALS INC | 62,676 | $18.2B | 0.05% | |
| 87 | HALOHALOZYME THERAPEUTICS INC | 283,957 | $18.1B | 0.05% | |
| 88 | VISTVISTA ENERGY S.A.B. DE C.V. | 378,962 | $18.0B | 0.05% | |
| 89 | VRTSVIRTUS INVT PARTNERS INC | 102,178 | $17.7B | 0.05% | |
| 90 | TSAACI WORLDWIDE INC | 322,834 | $17.5B | 0.05% | |
| 91 | GTLSCHART INDS INC | 118,454 | $17.4B | 0.04% | |
| 92 | IEIINSIGHT ENTERPRISES INC | 114,047 | $17.4B | 0.04% | |
| 93 | MZTILANCASTER COLONY CORP | 99,474 | $17.4B | 0.04% | |
| 94 | 0J7QIAC INC | 373,866 | $17.3B | 0.04% | |
| 95 | EVREVERCORE INC | 86,580 | $17.3B | 0.04% | |
| 96 | WEAWESTERN ALLIANCE BANCORP | 222,693 | $17.0B | 0.04% | |
| 97 | VRNSVARONIS SYS INC | 405,982 | $16.9B | 0.04% | |
| 98 | EGPEASTGROUP PPTYS INC | 95,709 | $16.9B | 0.04% | |
| 99 | OLLIOLLIES BARGAIN OUTLET HLDGS | 147,738 | $16.7B | 0.04% | |
| 100 | PRIPRIMERICA INC | 57,936 | $16.4B | 0.04% |
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