WCM INVESTMENT MANAGEMENT, LLC Q2 2022 Filing

Filed August 9, 2022

Portfolio Value

$27.9B

Holdings

202

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (202 positions)

StockValue
CP.TOCANADIAN PAC RY LTD
$2.3B
ASMLASML HOLDING N V
$1.6B
ACNACCENTURE PLC IRELAND
$1.5B
AONAON PLC
$1.5B
ICLRICON PLC
$1.4B
RMERESMED INC
$1.4B
STESTERIS PLC
$1.3B
LULULULULEMON ATHLETICA INC
$1.2B
MTDMETTLER TOLEDO INTERNATIONAL
$1.2B
TSMTAIWAN SEMICONDUCTOR MFG LTD
$932.5M
EPAMEPAM SYS INC
$817.4M
TEAMATLASSIAN CORP PLC
$645.7M
TMOTHERMO FISHER SCIENTIFIC INC
$590.4M
SHOPSHOPIFY INC
$488.3M
APHAMPHENOL CORP NEW
$450.5M
VVISA INC
$445.0M
NVONOVO-NORDISK A S
$423.8M
UNHUNITEDHEALTH GROUP INC
$414.9M
NOWSERVICENOW INC
$395.1M
ALCALCON AG
$392.9M
RACEFERRARI N V
$380.8M
CHDCHURCH & DWIGHT CO INC
$368.5M
WCNWASTE CONNECTIONS INC
$366.9M
ODFLOLD DOMINION FREIGHT LINE IN
$350.7M
SYKSTRYKER CORPORATION
$347.3M
WSTWEST PHARMACEUTICAL SVSC INC
$330.1M
MSFTMICROSOFT CORP
$328.3M
LRCXEURLAM RESEARCH CORP
$324.9M
GGGGRACO INC
$320.8M
NKENIKE INC
$318.6M
SHWSHERWIN WILLIAMS CO
$292.9M
MSCIMSCI INC
$290.2M
LPLALPL FINL HLDGS INC
$285.8M
ENQENTEGRIS INC
$265.9M
HEIHEICO CORP NEW
$227.2M
UNPUNION PAC CORP
$225.7M
RGENREPLIGEN CORP
$224.1M
COSTCOSTCO WHSL CORP NEW
$217.6M
DDOGDATADOG INC
$204.9M
FNDFLOOR & DECOR HLDGS INC
$198.4M
FERGFERGUSON PLC NEW
$198.1M
SNOWSNOWFLAKE INC
$186.6M
EFAISHARES TR
$179.8M
BILLBILL COM HLDGS INC
$161.5M
WNSNWNS HLDGS LTD
$116.7M
GLOBGLOBANT S A
$69.3M
ZTOZTO EXPRESS CAYMAN INC
$60.3M
ASRGRUPO AEROPORTUARIO DEL SURE
$56.9M
GOGROCERY OUTLET HLDG CORP
$47.8M
ADUSADDUS HOMECARE CORP
$45.7M
DAVAENDAVA PLC
$43.2M
PLUSEPLUS INC
$41.9M
2JEFOCUS FINL PARTNERS INC
$35.3M
PAHUSDELEMENT SOLUTIONS INC
$34.9M
VRRMVERRA MOBILITY CORP
$33.8M
DORMDORMAN PRODS INC
$32.9M
BECNUSDBEACON ROOFING SUPPLY INC
$32.7M
OLLIOLLIES BARGAIN OUTLET HLDGS
$32.0M
CRMTAMERICAS CAR-MART INC
$30.0M
PCORPROCORE TECHNOLOGIES INC
$29.8M
ESGRENSTAR GROUP LIMITED
$28.3M
IPARINTER PARFUMS INC
$27.7M
CWKCUSHMAN WAKEFIELD PLC
$27.6M
FNFABRINET
$26.2M
AZTAAZENTA INC
$25.4M
EMEEMCOR GROUP INC
$25.2M
LESLIES INC
$24.2M
LSTRLANDSTAR SYS INC
$24.1M
STVNSTEVANATO GROUP S P A
$23.2M
VRTSVIRTUS INVT PARTNERS INC
$22.9M
WHWYNDHAM HOTELS & RESORTS INC
$21.0M
AMWDAMERICAN WOODMARK CORPORATIO
$21.0M
CXTCRANE HLDGS CO
$20.4M
XPXP INC
$20.1M
UNFUNIFIRST CORP MASS
$20.0M
ICUIICU MED INC
$19.7M
VLRSCONTROLADORA VUELA COMP DE A
$19.7M
CINTCI&T INC
$18.6M
CPNGCOUPANG INC
$16.6M
DLODLOCAL LTD
$16.3M
FSVFIRSTSERVICE CORP NEW
$16.3M
PLNTPLANET FITNESS INC
$15.2M
WEXWEX INC
$15.1M
SPUSDSP PLUS CORP
$14.8M
CASYCASEYS GEN STORES INC
$14.6M
TTEKTETRA TECH INC NEW
$14.2M
SWAVUSDSHOCKWAVE MED INC
$14.0M
PFGCPERFORMANCE FOOD GROUP CO
$13.7M
MRCYMERCURY SYS INC
$13.6M
WSCWILLSCOT MOBIL MINI HLDNG CO
$13.6M
TXRHTEXAS ROADHOUSE INC
$13.4M
PRIPRIMERICA INC
$13.4M
JBTJOHN BEAN TECHNOLOGIES CORP
$13.0M
SPTSPROUT SOCIAL INC
$13.0M
AXONAXON ENTERPRISE INC
$13.0M
REXRREXFORD INDL RLTY INC
$12.9M
SAICSCIENCE APPLICATIONS INTL CO
$12.8M
GBGLOBAL BLUE GROUP HOLDING AG
$12.5M
EEFTEURONET WORLDWIDE INC
$12.4M
ETWOGBPE2OPEN PARENT HOLDINGS INC
$12.4M
Page 1 of 3Next