WCM INVESTMENT MANAGEMENT, LLC Q2 2017 Filing
Filed August 3, 2017
Portfolio Value
$6.5B
Holdings
84
Report Date
Q2 2017
Filing Type
13F-HR
All Holdings (84 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CBCHUBB LIMITED | 5,429,726 | $789.4B | 12179.83% | |
| 2 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 18,775,096 | $656.4B | 10127.73% | |
| 3 | HDBHDFC BANK LTD | 7,314,546 | $636.1B | 9815.57% | |
| 4 | ACNACCENTURE PLC IRELAND | 4,888,520 | $604.6B | 9329.01% | |
| 5 | CP.TOCANADIAN PAC RY LTD | 3,732,988 | $600.3B | 9262.51% | |
| 6 | CTRPUSDCTRIP COM INTL LTD | 10,864,759 | $585.2B | 9029.12% | |
| 7 | CLBCORE LABORATORIES N V | 4,433,175 | $448.9B | 6927.15% | |
| 8 | NBISYANDEX N V | 15,465,155 | $405.8B | 6261.48% | |
| 9 | ICLRICON PLC | 3,965,106 | $387.7B | 5982.84% | |
| 10 | —LUXOTTICA GROUP S P A | 1,434,811 | $83.6B | 1290.24% | |
| 11 | COOCOOPER COS INC | 317,122 | $75.9B | 1171.50% | |
| 12 | AMZNAMAZON COM INC | 78,320 | $75.8B | 1169.79% | |
| 13 | BSXBOSTON SCIENTIFIC CORP | 2,273,777 | $63.0B | 972.52% | |
| 14 | APHAMPHENOL CORP NEW | 835,968 | $61.7B | 952.19% | |
| 15 | —QUINTILES IMS HOLDINGS INC | 682,664 | $61.1B | 942.73% | |
| 16 | VVISA INC | 649,518 | $60.9B | 939.86% | |
| 17 | ECLECOLAB INC | 450,518 | $59.8B | 922.79% | |
| 18 | CNRCANADIAN NATL RY CO | 724,193 | $58.7B | 905.66% | |
| 19 | 8CWCROWN CASTLE INTL CORP NEW | 564,835 | $56.6B | 873.09% | |
| 20 | CERNCHFCERNER CORP | 849,289 | $56.5B | 871.04% | |
| 21 | MLB1MERCADOLIBRE INC | 220,204 | $55.2B | 852.42% | |
| 22 | METAFACEBOOK INC | 352,913 | $53.3B | 822.14% | |
| 23 | VRSKVERISK ANALYTICS INC | 610,547 | $51.5B | 794.82% | |
| 24 | COSTCOSTCO WHSL CORP NEW | 278,498 | $44.5B | 687.24% | |
| 25 | SLBSCHLUMBERGER LTD | 669,402 | $44.1B | 680.04% | |
| 26 | TYLTYLER TECHNOLOGIES INC | 244,209 | $42.9B | 661.94% | |
| 27 | AG8AGILENT TECHNOLOGIES INC | 664,447 | $39.4B | 608.06% | |
| 28 | SCHWSCHWAB CHARLES CORP NEW | 903,785 | $38.8B | 599.09% | |
| 29 | FRCBFIRST REP BK SAN FRANCISCO C | 370,867 | $37.1B | 572.81% | |
| 30 | EWEDWARDS LIFESCIENCES CORP | 308,839 | $36.5B | 563.45% | |
| 31 | TSCOTRACTOR SUPPLY CO | 529,971 | $28.7B | 443.30% | |
| 32 | UAUNDER ARMOUR INC | 1,368,431 | $27.6B | 425.68% | |
| 33 | ADUSADDUS HOMECARE CORP | 288,932 | $10.7B | 165.84% | |
| 34 | CRMTAMERICAS CAR MART INC | 206,657 | $8.0B | 124.04% | |
| 35 | UFPTUFP TECHNOLOGIES INC | 276,896 | $7.8B | 120.91% | |
| 36 | BABAALIBABA GROUP HLDG LTD | 53,946 | $7.6B | 117.28% | |
| 37 | —ATLAS FINANCIAL HOLDINGS INC | 448,883 | $6.7B | 103.19% | |
| 38 | UTMUTAH MED PRODS INC | 81,912 | $5.9B | 91.50% | |
| 39 | TRNSTRANSCAT INC | 480,332 | $5.8B | 90.05% | |
| 40 | WINAWINMARK CORP | 44,205 | $5.7B | 87.95% | |
| 41 | CASSCASS INFORMATION SYS INC | 84,549 | $5.5B | 85.64% | |
| 42 | GHMGRAHAM CORP | 278,411 | $5.5B | 84.46% | |
| 43 | ASRGRUPO AEROPORTUARIO DEL SURE | 24,058 | $5.1B | 78.11% | |
| 44 | ABEVAMBEV SA | 848,997 | $4.7B | 71.92% | |
| 45 | THRTHERMON GROUP HLDGS INC | 240,479 | $4.6B | 71.13% | |
| 46 | —LUXOFT HLDG INC | 74,232 | $4.5B | 69.70% | |
| 47 | SPUSDSP PLUS CORP | 135,804 | $4.1B | 64.02% | |
| 48 | CCFEURCHASE CORP | 37,918 | $4.0B | 62.43% | |
| 49 | NGSNATURAL GAS SERVICES GROUP | 160,942 | $4.0B | 61.70% | |
| 50 | PTIP T TELEKOMUNIKASI INDONESIA | 112,518 | $3.8B | 58.45% | |
| 51 | AMSWAUSDAMERICAN SOFTWARE INC | 353,739 | $3.6B | 56.16% | |
| 52 | EMBJEMBRAER S A | 172,359 | $3.1B | 48.48% | |
| 53 | —KMG CHEMICALS INC | 57,405 | $2.8B | 43.11% | |
| 54 | CULPCULP INC | 75,711 | $2.5B | 37.97% | |
| 55 | —NATIONAL RESH CORP | 51,423 | $2.5B | 37.88% | |
| 56 | JDJD COM INC | 57,908 | $2.3B | 35.04% | |
| 57 | GLOBGLOBANT S A | 47,934 | $2.1B | 32.12% | |
| 58 | CRWSCROWN CRAFTS INC | 297,953 | $2.1B | 31.96% | |
| 59 | SGASAGA COMMUNICATIONS INC | 44,125 | $2.0B | 31.15% | |
| 60 | UNFUNIFIRST CORP MASS | 13,992 | $2.0B | 30.38% | |
| 61 | NRCNATIONAL RESH CORP | 73,087 | $2.0B | 30.33% | |
| 62 | BAPCREDICORP LTD | 10,606 | $1.9B | 29.36% | |
| 63 | ENSENERSYS | 24,097 | $1.7B | 26.94% | |
| 64 | —NIC INC | 85,300 | $1.6B | 24.93% | |
| 65 | MMSMAXIMUS INC | 25,331 | $1.6B | 24.47% | |
| 66 | —NATUS MEDICAL INC DEL | 41,660 | $1.6B | 23.98% | |
| 67 | —CABOT MICROELECTRONICS CORP | 18,665 | $1.4B | 21.26% | |
| 68 | —SUN HYDRAULICS CORP | 31,000 | $1.3B | 20.41% | |
| 69 | —HFF INC | 35,098 | $1.2B | 18.82% | |
| 70 | BROBROWN & BROWN INC | 26,536 | $1.1B | 17.64% | |
| 71 | —MONOTYPE IMAGING HOLDINGS IN | 56,659 | $1.0B | 16.00% | |
| 72 | VRTSVIRTUS INVT PARTNERS INC | 8,609 | $955.0M | 14.74% | |
| 73 | JLLJONES LANG LASALLE INC | 7,450 | $931.0M | 14.37% | |
| 74 | DORMDORMAN PRODUCTS INC | 10,767 | $891.0M | 13.75% | |
| 75 | GRCGORMAN RUPP CO | 27,627 | $704.0M | 10.86% | |
| 76 | CLFDCLEARFIELD INC | 53,271 | $703.0M | 10.85% | |
| 77 | FLIRFLIR SYS INC | 17,945 | $622.0M | 9.60% | |
| 78 | JBSSSANFILIPPO JOHN B & SON INC | 9,027 | $570.0M | 8.79% | |
| 79 | GGGGRACO INC | 3,695 | $404.0M | 6.23% | |
| 80 | WYNNWYNN RESORTS LTD | 3,000 | $402.0M | 6.20% | |
| 81 | —US ECOLOGY INC | 7,402 | $374.0M | 5.77% | |
| 82 | WDAYWORKDAY INC | 3,500 | $340.0M | 5.25% | |
| 83 | JJSFJ & J SNACK FOODS CORP | 2,465 | $326.0M | 5.03% | |
| 84 | CSXCSX CORP | 5,000 | $273.0M | 4.21% |