WCM INVESTMENT MANAGEMENT, LLC Q2 2021 Filing
Filed August 5, 2021
Portfolio Value
$39.4B
Holdings
196
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (196 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 25,822,944 | $3.1T | 7881.62% | |
| 2 | SHOPSHOPIFY INC | 2,002,071 | $2.9T | 7429.74% | |
| 3 | MLB1MERCADOLIBRE INC | 1,723,573 | $2.7T | 6820.06% | |
| 4 | ASMLASML HOLDING N V | 3,607,896 | $2.5T | 6331.13% | |
| 5 | CP.TOCANADIAN PAC RY LTD | 31,907,705 | $2.5T | 6233.44% | |
| 6 | RMERESMED INC | 9,106,110 | $2.2T | 5702.10% | |
| 7 | HDBHDFC BANK LTD | 28,994,604 | $2.1T | 5385.21% | |
| 8 | MTDMETTLER TOLEDO INTERNATIONAL | 1,446,786 | $2.0T | 5091.09% | |
| 9 | LULULULULEMON ATHLETICA INC | 5,434,939 | $2.0T | 5038.50% | |
| 10 | ACNACCENTURE PLC IRELAND | 6,079,515 | $1.8T | 4552.30% | |
| 11 | EPAMEPAM SYS INC | 3,078,236 | $1.6T | 3995.20% | |
| 12 | STESTERIS PLC | 6,854,535 | $1.4T | 3591.92% | |
| 13 | AONAON PLC | 4,619,723 | $1.1T | 2801.74% | |
| 14 | ICLRICON PLC | 4,097,923 | $847.1B | 2151.67% | |
| 15 | SYKSTRYKER CORPORATION | 2,721,652 | $706.9B | 1795.58% | |
| 16 | WSTWEST PHARMACEUTICAL SVSC INC | 1,680,273 | $603.4B | 1532.66% | |
| 17 | SHWSHERWIN WILLIAMS CO | 2,013,455 | $548.6B | 1393.41% | |
| 18 | TMOTHERMO FISHER SCIENTIFIC INC | 997,127 | $503.0B | 1277.72% | |
| 19 | FRCBFIRST REP BK SAN FRANCISCO C | 2,579,633 | $482.8B | 1226.43% | |
| 20 | RACEFERRARI N V | 2,313,331 | $476.7B | 1210.77% | |
| 21 | VVISA INC | 2,020,580 | $472.5B | 1200.07% | |
| 22 | ALCALCON AG | 6,330,911 | $444.8B | 1129.86% | |
| 23 | NKENIKE INC | 2,797,748 | $432.2B | 1097.89% | |
| 24 | ODFLOLD DOMINION FREIGHT LINE IN | 1,699,544 | $431.3B | 1095.65% | |
| 25 | APHAMPHENOL CORP NEW | 6,293,621 | $430.5B | 1093.63% | |
| 26 | GGGGRACO INC | 4,869,539 | $368.6B | 936.34% | |
| 27 | MSCIMSCI INC | 639,137 | $340.7B | 865.44% | |
| 28 | ENQENTEGRIS INC | 2,516,144 | $309.4B | 785.93% | |
| 29 | CHDCHURCH & DWIGHT INC | 3,582,790 | $305.3B | 775.55% | |
| 30 | SNPSSYNOPSYS INC | 1,065,191 | $293.8B | 746.20% | |
| 31 | NOWSERVICENOW INC | 504,256 | $277.1B | 703.90% | |
| 32 | FICOFAIR ISAAC CORP | 542,252 | $272.6B | 692.38% | |
| 33 | COSTCOSTCO WHSL CORP NEW | 674,368 | $266.9B | 677.97% | |
| 34 | HEIHEICO CORP NEW | 2,149,037 | $266.9B | 677.87% | |
| 35 | BABAALIBABA GROUP HLDG LTD | 756,752 | $171.6B | 435.92% | |
| 36 | NBISYANDEX N V | 2,153,999 | $152.4B | 387.10% | |
| 37 | WNSNWNS HLDGS LTD | 1,666,677 | $133.1B | 338.13% | |
| 38 | ASRGRUPO AEROPORTUARIO DEL SURE | 284,555 | $52.6B | 133.64% | |
| 39 | XPXP INC | 1,123,614 | $48.9B | 124.29% | |
| 40 | 2JEFOCUS FINL PARTNERS INC | 993,174 | $48.2B | 122.35% | |
| 41 | GLOBGLOBANT S A | 201,121 | $44.1B | 111.97% | |
| 42 | PLUSEPLUS INC | 487,768 | $42.3B | 107.41% | |
| 43 | UNFUNIFIRST CORP MASS | 171,047 | $40.1B | 101.94% | |
| 44 | PCORPROCORE TECHNOLOGIES INC | 403,436 | $38.3B | 97.30% | |
| 45 | ESGRENSTAR GROUP LIMITED | 147,624 | $35.3B | 89.59% | |
| 46 | HHR1USDHEADHUNTER GROUP PLC | 820,839 | $34.8B | 88.34% | |
| 47 | CRMTAMERICAS CAR-MART INC | 243,303 | $34.5B | 87.58% | |
| 48 | VRTSVIRTUS INVT PARTNERS INC | 121,268 | $33.7B | 85.56% | |
| 49 | CR1USDCRANE CO | 359,427 | $33.2B | 84.33% | |
| 50 | BECNUSDBEACON ROOFING SUPPLY INC | 615,274 | $32.8B | 83.22% | |
| 51 | VRRMVERRA MOBILITY CORP | 2,063,913 | $31.7B | 80.58% | |
| 52 | PAHUSDELEMENT SOLUTIONS INC | 1,326,209 | $31.0B | 78.76% | |
| 53 | ADUSADDUS HOMECARE CORP | 351,662 | $30.7B | 77.93% | |
| 54 | IPARINTER PARFUMS INC | 424,577 | $30.6B | 77.65% | |
| 55 | BAPCREDICORP LTD | 251,714 | $30.5B | 77.43% | |
| 56 | CCMPCMC MATERIALS INC | 200,080 | $30.2B | 76.61% | |
| 57 | WHWYNDHAM HOTELS & RESORTS INC | 411,562 | $29.8B | 75.57% | |
| 58 | EMEEMCOR GROUP INC | 239,938 | $29.6B | 75.08% | |
| 59 | ENSENERSYS | 286,832 | $28.0B | 71.20% | |
| 60 | MANHMANHATTAN ASSOCIATES INC | 181,992 | $26.4B | 66.96% | |
| 61 | LSTRLANDSTAR SYS INC | 161,429 | $25.5B | 64.80% | |
| 62 | —NEOGAMES S A | 395,360 | $24.3B | 61.73% | |
| 63 | HCSGHEALTHCARE SVCS GROUP INC | 750,327 | $23.7B | 60.17% | |
| 64 | GOGROCERY OUTLET HLDG CORP | 663,360 | $23.0B | 58.40% | |
| 65 | GLBEGLOBAL E ONLINE LTD | 402,158 | $23.0B | 58.31% | |
| 66 | DORMDORMAN PRODS INC | 208,831 | $21.6B | 54.99% | |
| 67 | CWKCUSHMAN WAKEFIELD PLC | 1,191,925 | $20.8B | 52.89% | |
| 68 | GBGLOBAL BLUE GROUP HOLDING AG | 2,090,928 | $20.7B | 52.69% | |
| 69 | AZULQAZUL S A | 748,366 | $19.8B | 50.18% | |
| 70 | JLLJONES LANG LASALLE INC | 97,976 | $19.1B | 48.64% | |
| 71 | SPUSDSP PLUS CORP | 619,851 | $19.0B | 48.16% | |
| 72 | LPSNUSDLIVEPERSON INC | 298,293 | $18.9B | 47.92% | |
| 73 | HELEHELEN OF TROY LTD | 79,497 | $18.1B | 46.06% | |
| 74 | ECOLUS ECOLOGY INC | 449,913 | $16.9B | 42.88% | |
| 75 | MTSIMACOM TECH SOLUTIONS HLDGS I | 229,313 | $14.7B | 37.32% | |
| 76 | WWDWOODWARD INC | 118,328 | $14.5B | 36.93% | |
| 77 | JBTJOHN BEAN TECHNOLOGIES CORP | 100,131 | $14.3B | 36.28% | |
| 78 | NUVAGBPNUVASIVE INC | 206,520 | $14.0B | 35.56% | |
| 79 | BOOTBOOT BARN HLDGS INC | 166,409 | $14.0B | 35.53% | |
| 80 | AXONAXON ENTERPRISE INC | 78,875 | $13.9B | 35.42% | |
| 81 | —HEMISPHERE MEDIA GROUP INC | 1,178,419 | $13.9B | 35.32% | |
| 82 | TSAACI WORLDWIDE INC | 372,979 | $13.9B | 35.19% | |
| 83 | PLANUSDANAPLAN INC | 259,777 | $13.8B | 35.17% | |
| 84 | —MEDALLIA INC | 409,696 | $13.8B | 35.12% | |
| 85 | WINGWINGSTOP INC | 86,695 | $13.7B | 34.71% | |
| 86 | AMWDAMERICAN WOODMARK CORPORATIO | 166,241 | $13.6B | 34.49% | |
| 87 | MMSIMERIT MED SYS INC | 209,733 | $13.6B | 34.45% | |
| 88 | PLNTPLANET FITNESS INC | 176,847 | $13.3B | 33.80% | |
| 89 | ICUIICU MED INC | 64,259 | $13.2B | 33.59% | |
| 90 | CASYCASEYS GEN STORES INC | 67,843 | $13.2B | 33.54% | |
| 91 | AHCOADAPTHEALTH CORP | 479,619 | $13.1B | 33.39% | |
| 92 | REXRREXFORD INDL RLTY INC | 229,130 | $13.0B | 33.15% | |
| 93 | AVNTAVIENT CORPORATION | 256,879 | $12.6B | 32.08% | |
| 94 | ATRCATRICURE INC | 158,352 | $12.6B | 31.91% | |
| 95 | RGENREPLIGEN CORP | 62,922 | $12.6B | 31.90% | |
| 96 | SPTSPROUT SOCIAL INC | 139,818 | $12.5B | 31.76% | |
| 97 | TTEKTETRA TECH INC NEW | 102,259 | $12.5B | 31.70% | |
| 98 | UFPIUFP INDUSTRIES INC | 167,279 | $12.4B | 31.59% | |
| 99 | TKRTIMKEN CO | 152,605 | $12.3B | 31.24% | |
| 100 | —1LIFE HEALTHCARE INC | 369,903 | $12.2B | 31.06% |
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