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)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | FIVNFIVE9 INC | 131,930 | $12.3B | 44.29% | |
| 102 | MZTILANCASTER COLONY CORP | 94,778 | $12.3B | 44.24% | |
| 103 | NUVAGBPNUVASIVE INC | 246,434 | $12.3B | 44.17% | |
| 104 | CALYCALLAWAY GOLF CO | 594,187 | $12.1B | 43.56% | |
| 105 | AHCOADAPTHEALTH CORP | 652,506 | $12.1B | 43.32% | |
| 106 | TKRTIMKEN CO | 223,938 | $12.0B | 42.86% | |
| 107 | SPSCSPS COMM INC | 103,864 | $11.9B | 42.64% | |
| 108 | UFPIUFP INDUSTRIES INC | 177,448 | $11.9B | 42.63% | |
| 109 | AVNTAVIENT CORPORATION | 288,854 | $11.7B | 42.12% | |
| 110 | SAIASAIA INC | 62,710 | $11.5B | 41.33% | |
| 111 | WINGWINGSTOP INC | 150,276 | $11.5B | 41.10% | |
| 112 | FIVEFIVE BELOW INC | 98,557 | $11.4B | 41.06% | |
| 113 | CZRCAESARS ENTERTAINMENT INC NE | 283,990 | $11.4B | 41.01% | |
| 114 | NGVTINGEVITY CORP | 180,729 | $11.4B | 40.82% | |
| 115 | BLBLACKLINE INC | 164,521 | $11.3B | 40.68% | |
| 116 | AVLRUSDAVALARA INC | 154,322 | $11.3B | 40.59% | |
| 117 | FRSHFRESHWORKS INC | 863,845 | $11.3B | 40.52% | |
| 118 | VEUVANGUARD INTL EQUITY INDEX F | 223,650 | $11.2B | 40.24% | |
| 119 | CSWCSW INDUSTRIALS INC | 109,437 | $11.1B | 39.72% | |
| 120 | SMARGBPSMARTSHEET INC | 349,998 | $11.0B | 39.37% | |
| 121 | TSAACI WORLDWIDE INC | 417,209 | $10.8B | 38.86% | |
| 122 | AZEKAZEK CO INC | 633,607 | $10.8B | 38.74% | |
| 123 | BOOTBOOT BARN HLDGS INC | 147,478 | $10.7B | 38.50% | |
| 124 | SGRYSURGERY PARTNERS INC | 353,478 | $10.6B | 38.17% | |
| 125 | CLARCLARUS CORP NEW | 533,604 | $10.2B | 36.63% | |
| 126 | SMTCSEMTECH CORP | 175,554 | $9.7B | 34.70% | |
| 127 | PNFPPINNACLE FINL PARTNERS INC | 131,051 | $9.5B | 34.21% | |
| 128 | MTSIMACOM TECH SOLUTIONS HLDGS I | 199,636 | $9.4B | 33.87% | |
| 129 | HCATHEALTH CATALYST INC | 573,994 | $8.9B | 31.95% | |
| 130 | FOURSHIFT4 PMTS INC | 250,037 | $8.9B | 31.87% | |
| 131 | TNDMTANDEM DIABETES CARE INC | 142,284 | $8.6B | 30.71% | |
| 132 | PENPENUMBRA INC | 64,978 | $8.5B | 30.35% | |
| 133 | ESTCELASTIC N V | 115,318 | $8.4B | 30.05% | |
| 134 | CYRXCRYOPORT INC | 262,716 | $8.3B | 29.78% | |
| 135 | MTDRMATADOR RES CO | 167,825 | $8.2B | 29.45% | |
| 136 | MLNKMERIDIANLINK INC | 469,987 | $8.0B | 28.64% | |
| 137 | —TDCX INC | 834,508 | $8.0B | 28.52% | |
| 138 | TWKSEURTHOUGHTWORKS HOLDING INC | 563,505 | $7.8B | 27.91% | |
| 139 | ATRCATRICURE INC | 185,473 | $7.6B | 27.13% | |
| 140 | HDBHDFC BANK LTD | 130,188 | $7.2B | 25.94% | |
| 141 | NBISYANDEX N V | 1,360,802 | $6.9B | 24.79% | |
| 142 | APGAPI GROUP CORP | 452,681 | $6.8B | 24.51% | |
| 143 | VVXVECTRUS INC | 206,994 | $6.8B | 24.37% | |
| 144 | MLB1MERCADOLIBRE INC | 9,834 | $6.5B | 23.28% | |
| 145 | HELEHELEN OF TROY LTD | 34,061 | $5.4B | 19.50% | |
| 146 | HEIHEICO CORP NEW | 38,991 | $5.1B | 18.22% | |
| 147 | IM8NINSMED INC | 251,249 | $5.0B | 18.09% | |
| 148 | RAREULTRAGENYX PHARMACEUTICAL IN | 83,443 | $5.0B | 18.03% | |
| 149 | RCKTROCKET PHARMACEUTICALS INC | 370,749 | $4.8B | 17.33% | |
| 150 | AXSMAXSOME THERAPEUTICS INC | 128,677 | $4.7B | 16.84% | |
| 151 | NTRANATERA INC | 125,500 | $4.6B | 16.59% | |
| 152 | FATEFATE THERAPEUTICS INC | 178,553 | $4.4B | 15.93% | |
| 153 | CSXCSX CORP | 151,484 | $4.4B | 15.82% | |
| 154 | OMCLOMNICELL COM | 37,408 | $4.3B | 15.45% | |
| 155 | 1GSNNOVANTA INC | 33,178 | $4.1B | 14.85% | |
| 156 | —1LIFE HEALTHCARE INC | 444,829 | $3.7B | 13.31% | |
| 157 | DC4DEXCOM INC | 47,399 | $3.6B | 12.82% | |
| 158 | GTMZOOMINFO TECHNOLOGIES INC | 90,852 | $3.1B | 11.14% | |
| 159 | NSTGEURNANOSTRING TECHNOLOGIES INC | 242,833 | $3.1B | 11.08% | |
| 160 | BBIOBRIDGEBIO PHARMA INC | 343,069 | $3.0B | 10.88% | |
| 161 | IBNICICI BANK LIMITED | 139,483 | $2.5B | 8.88% | |
| 162 | ARWRARROWHEAD PHARMACEUTICALS IN | 71,090 | $2.5B | 8.81% | |
| 163 | EWBCEAST WEST BANCORP INC | 36,517 | $2.4B | 8.70% | |
| 164 | AMZNAMAZON COM INC | 21,420 | $2.3B | 8.37% | |
| 165 | BAMBROOKFIELD ASSET MGMT INC | 50,793 | $2.3B | 8.14% | |
| 166 | CUBECUBESMART | 51,025 | $2.2B | 7.93% | |
| 167 | SONYSONY GROUP CORPORATION | 26,197 | $2.2B | 7.84% | |
| 168 | SLPSIMULATIONS PLUS INC | 40,078 | $1.9B | 6.99% | |
| 169 | IBTXUSDINDEPENDENT BANK GROUP INC | 28,190 | $1.9B | 6.82% | |
| 170 | CBCHUBB LIMITED | 9,218 | $1.8B | 6.41% | |
| 171 | RELXRELX PLC | 64,362 | $1.7B | 6.25% | |
| 172 | CAECAE INC | 71,255 | $1.7B | 6.16% | |
| 173 | CANPYCIAN PLC | 1,898,407 | $1.7B | 5.92% | |
| 174 | GIB/ACGI INC | 17,627 | $1.4B | 5.01% | |
| 175 | TTTRANE TECHNOLOGIES PLC | 10,520 | $1.4B | 4.91% | |
| 176 | HHR1USDHEADHUNTER GROUP PLC | 339,894 | $1.3B | 4.82% | |
| 177 | INDAISHARES TR | 30,589 | $1.2B | 4.32% | |
| 178 | BROBROWN & BROWN INC | 18,734 | $1.1B | 3.90% | |
| 179 | BIDUNBAIDU INC | 7,111 | $1.1B | 3.86% | |
| 180 | NFLXNETFLIX INC | 6,000 | $1.1B | 3.84% | |
| 181 | TELTE CONNECTIVITY LTD | 9,203 | $1.0B | 3.73% | |
| 182 | NSYNICE LTD | 5,174 | $1.0B | 3.67% | |
| 183 | GDDYGODADDY INC | 14,370 | $1.0B | 3.62% | |
| 184 | OTXOPEN TEXT CORP | 26,433 | $1.0B | 3.61% | |
| 185 | BAHBOOZ ALLEN HAMILTON HLDG COR | 10,941 | $969.0M | 3.48% | |
| 186 | CSLCARLISLE COS INC | 3,607 | $865.0M | 3.10% | |
| 187 | JLLJONES LANG LASALLE INC | 4,783 | $845.0M | 3.03% | |
| 188 | KMXCARMAX INC | 8,533 | $798.0M | 2.86% | |
| 189 | PTCPTC INC | 7,156 | $766.0M | 2.75% | |
| 190 | LECOLINCOLN ELEC HLDGS INC | 5,881 | $722.0M | 2.59% | |
| 191 | WSOWATSCO INC | 2,810 | $669.0M | 2.40% | |
| 192 | ILMNILLUMINA INC | 3,300 | $615.0M | 2.21% | |
| 193 | RYAAYRYANAIR HOLDINGS PLC | 8,402 | $584.0M | 2.09% | |
| 194 | WDAYWORKDAY INC | 3,500 | $512.0M | 1.84% | |
| 195 | FMCFMC CORP | 4,028 | $436.0M | 1.56% | |
| 196 | IEXIDEX CORP | 2,036 | $369.0M | 1.32% | |
| 197 | FVRRFIVERR INTL LTD | 9,719 | $351.0M | 1.26% | |
| 198 | MAMASTERCARD INCORPORATED | 1,067 | $344.0M | 1.23% | |
| 199 | DSGDESCARTES SYS GROUP INC | 5,335 | $331.0M | 1.19% | |
| 200 | AZNASTRAZENECA PLC | 4,607 | $309.0M | 1.11% |