WCM INVESTMENT MANAGEMENT, LLC Q2 2020 Filing
Filed August 18, 2020
Portfolio Value
$26.1T
Holdings
180
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (180 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SHOPSHOPIFY INC | 3,281,079 | $3.1T | 11.95% | |
| 2 | LULULULULEMON ATHLETICA INC | 7,902,081 | $2.5T | 9.46% | |
| 3 | MLB1MERCADOLIBRE INC | 2,279,934 | $2.2T | 8.62% | |
| 4 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 31,179,033 | $1.8T | 6.79% | |
| 5 | RMERESMED INC | 8,468,653 | $1.6T | 6.24% | |
| 6 | ACNACCENTURE PLC IRELAND | 7,432,150 | $1.6T | 6.12% | |
| 7 | ASMLASML HOLDING N V | 4,244,504 | $1.6T | 5.99% | |
| 8 | CP.TOCANADIAN PAC RY LTD | 5,976,989 | $1.5T | 5.86% | |
| 9 | HDBHDFC BANK LTD | 24,406,042 | $1.1T | 4.26% | |
| 10 | MTDMETTLER TOLEDO INTERNATIONAL | 1,312,870 | $1.1T | 4.06% | |
| 11 | STESTERIS PLC | 6,301,045 | $966.8B | 3.71% | |
| 12 | ICLRICON PLC | 3,881,191 | $653.8B | 2.51% | |
| 13 | WSTWEST PHARMACEUTICAL SVSC INC | 1,559,709 | $354.3B | 1.36% | |
| 14 | ALCALCON AG | 5,174,621 | $296.6B | 1.14% | |
| 15 | VVISA INC | 1,521,295 | $293.9B | 1.13% | |
| 16 | SYKSTRYKER CORPORATION | 1,611,887 | $290.4B | 1.11% | |
| 17 | SNNSMITH & NEPHEW GROUP PLC | 7,030,695 | $268.0B | 1.03% | |
| 18 | 8CWCROWN CASTLE INTL CORP NEW | 1,324,396 | $221.6B | 0.85% | |
| 19 | RACEFERRARI N V | 1,242,783 | $212.5B | 0.82% | |
| 20 | ECLECOLAB INC | 1,053,655 | $209.6B | 0.80% | |
| 21 | FRCBFIRST REP BK SAN FRANCISCO C | 1,940,192 | $205.6B | 0.79% | |
| 22 | AKXANSYS INC | 690,305 | $201.4B | 0.77% | |
| 23 | TMOTHERMO FISHER SCIENTIFIC INC | 535,811 | $194.1B | 0.74% | |
| 24 | ILMNILLUMINA INC | 497,024 | $184.1B | 0.71% | |
| 25 | GGGGRACO INC | 3,691,881 | $177.2B | 0.68% | |
| 26 | VRSKVERISK ANALYTICS INC | 1,000,326 | $170.3B | 0.65% | |
| 27 | FICOFAIR ISAAC CORP | 405,921 | $169.7B | 0.65% | |
| 28 | IDXXIDEXX LABS INC | 500,694 | $165.3B | 0.63% | |
| 29 | MSCIMSCI INC | 488,796 | $163.2B | 0.63% | |
| 30 | CNRCANADIAN NATL RY CO | 1,829,260 | $162.0B | 0.62% | |
| 31 | COSTCOSTCO WHSL CORP NEW | 508,589 | $154.2B | 0.59% | |
| 32 | APHAMPHENOL CORP NEW | 1,603,441 | $153.6B | 0.59% | |
| 33 | NOWSERVICENOW INC | 377,224 | $152.8B | 0.59% | |
| 34 | SHWSHERWIN WILLIAMS CO | 258,167 | $149.2B | 0.57% | |
| 35 | CHDCHURCH & DWIGHT INC | 1,745,948 | $135.0B | 0.52% | |
| 36 | HEIHEICO CORP NEW | 1,637,916 | $133.1B | 0.51% | |
| 37 | BSXBOSTON SCIENTIFIC CORP | 3,776,062 | $132.6B | 0.51% | |
| 38 | ICEINTERCONTINENTAL EXCHANGE IN | 1,388,607 | $127.2B | 0.49% | |
| 39 | COOCOOPER COS INC | 429,892 | $121.9B | 0.47% | |
| 40 | BABAALIBABA GROUP HLDG LTD | 413,216 | $89.1B | 0.34% | |
| 41 | NBISYANDEX N V | 1,221,479 | $61.1B | 0.23% | |
| 42 | WNSNWNS HLDGS LTD | 815,842 | $44.9B | 0.17% | |
| 43 | EPAMEPAM SYS INC | 124,544 | $31.4B | 0.12% | |
| 44 | GLOBGLOBANT S A | 187,112 | $28.0B | 0.11% | |
| 45 | 2JEFOCUS FINL PARTNERS INC | 745,013 | $24.6B | 0.09% | |
| 46 | UNFUNIFIRST CORP MASS | 116,105 | $20.8B | 0.08% | |
| 47 | ENSENERSYS | 313,406 | $20.2B | 0.08% | |
| 48 | MANHMANHATTAN ASSOCS INC | 208,514 | $19.6B | 0.08% | |
| 49 | HCSGHEALTHCARE SVCS GROUP INC | 792,617 | $19.4B | 0.07% | |
| 50 | —CABOT MICROELECTRONICS CORP | 133,242 | $18.6B | 0.07% | |
| 51 | JLLJONES LANG LASALLE INC | 178,773 | $18.5B | 0.07% | |
| 52 | PLUSEPLUS INC | 260,536 | $18.4B | 0.07% | |
| 53 | CRMTAMERICAS CAR MART INC | 202,535 | $17.8B | 0.07% | |
| 54 | VRTSVIRTUS INVT PARTNERS INC | 150,756 | $17.5B | 0.07% | |
| 55 | BECNUSDBEACON ROOFING SUPPLY INC | 609,175 | $16.1B | 0.06% | |
| 56 | ADUSADDUS HOMECARE CORP | 164,792 | $15.3B | 0.06% | |
| 57 | ESGRENSTAR GROUP LIMITED | 97,662 | $14.9B | 0.06% | |
| 58 | VRRMVERRA MOBILITY CORP | 1,397,238 | $14.4B | 0.06% | |
| 59 | CR1USDCRANE CO | 237,061 | $14.1B | 0.05% | |
| 60 | ASRGRUPO AEROPORTUARIO DEL SURE | 109,919 | $12.3B | 0.05% | |
| 61 | ESTCELASTIC N V | 131,705 | $12.1B | 0.05% | |
| 62 | LPSNUSDLIVEPERSON INC | 292,179 | $12.1B | 0.05% | |
| 63 | OPLNKAR AUCTION SVCS INC | 846,742 | $11.7B | 0.04% | |
| 64 | SMTCSEMTECH CORP | 219,662 | $11.5B | 0.04% | |
| 65 | XPXP INC | 267,920 | $11.3B | 0.04% | |
| 66 | AXONAXON ENTERPRISE INC | 113,480 | $11.1B | 0.04% | |
| 67 | —NATUS MED INC DEL | 483,425 | $10.5B | 0.04% | |
| 68 | EMEEMCOR GROUP INC | 159,072 | $10.5B | 0.04% | |
| 69 | BAPCREDICORP LTD | 69,995 | $9.4B | 0.04% | |
| 70 | LHCGUSDLHC GROUP INC | 53,233 | $9.3B | 0.04% | |
| 71 | DORMDORMAN PRODUCTS INC | 137,990 | $9.3B | 0.04% | |
| 72 | CRLCHARLES RIV LABS INTL INC | 52,399 | $9.1B | 0.04% | |
| 73 | MMSIMERIT MED SYS INC | 199,583 | $9.1B | 0.03% | |
| 74 | —PLURALSIGHT INC | 504,650 | $9.1B | 0.03% | |
| 75 | UFPIUFP INDUSTRIES INC | 178,737 | $8.8B | 0.03% | |
| 76 | HHR1USDHEADHUNTER GROUP PLC | 377,649 | $8.8B | 0.03% | |
| 77 | WWDWOODWARD INC | 112,761 | $8.7B | 0.03% | |
| 78 | VACMARRIOTT VACTINS WORLDWID CO | 102,953 | $8.5B | 0.03% | |
| 79 | SPUSDSP PLUS CORP | 407,847 | $8.4B | 0.03% | |
| 80 | TNDMTANDEM DIABETES CARE INC | 84,575 | $8.4B | 0.03% | |
| 81 | EBSEMERGENT BIOSOLUTIONS INC | 105,261 | $8.3B | 0.03% | |
| 82 | BOOTBOOT BARN HLDGS INC | 381,110 | $8.2B | 0.03% | |
| 83 | JBTJOHN BEAN TECHNOLOGIES CORP | 95,513 | $8.2B | 0.03% | |
| 84 | LSTRLANDSTAR SYS INC | 72,991 | $8.2B | 0.03% | |
| 85 | AMWDAMERICAN WOODMARK CORPORATIO | 108,128 | $8.2B | 0.03% | |
| 86 | TSAACI WORLDWIDE INC | 297,898 | $8.0B | 0.03% | |
| 87 | AZULQAZUL S A | 713,338 | $8.0B | 0.03% | |
| 88 | BLBLACKLINE INC | 95,637 | $7.9B | 0.03% | |
| 89 | PLNTPLANET FITNESS INC | 130,206 | $7.9B | 0.03% | |
| 90 | TTEKTETRA TECH INC NEW | 97,240 | $7.7B | 0.03% | |
| 91 | CALYCALLAWAY GOLF CO | 436,613 | $7.6B | 0.03% | |
| 92 | BLDTOPBUILD CORP | 67,074 | $7.6B | 0.03% | |
| 93 | —HEMISPHERE MEDIA GROUP INC | 774,910 | $7.6B | 0.03% | |
| 94 | PRIPRIMERICA INC | 63,973 | $7.5B | 0.03% | |
| 95 | PFGCPERFORMANCE FOOD GROUP CO | 255,159 | $7.4B | 0.03% | |
| 96 | SWAVUSDSHOCKWAVE MED INC | 154,140 | $7.3B | 0.03% | |
| 97 | COLDAMERICOLD RLTY TR | 200,758 | $7.3B | 0.03% | |
| 98 | NTRANATERA INC | 145,460 | $7.3B | 0.03% | |
| 99 | WEXWEX INC | 43,866 | $7.2B | 0.03% | |
| 100 | NGVTINGEVITY CORP | 137,667 | $7.2B | 0.03% |
Page 1 of 2Next