WCM INVESTMENT MANAGEMENT, LLC Q2 2023 Filing
Filed July 14, 2023
Portfolio Value
$33.5B
Holdings
218
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (218 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CPCANADIAN PACIFIC KANSAS CITY | 31,281,327 | $2.5T | 7547.68% | |
| 2 | AONAON PLC | 5,033,579 | $1.7T | 5190.70% | |
| 3 | IBNICICI BANK LIMITED | 71,336,793 | $1.6T | 4920.57% | |
| 4 | TEAMATLASSIAN CORPORATION | 9,503,488 | $1.6T | 4753.58% | |
| 5 | ASMLASML HOLDING N V | 2,045,003 | $1.5T | 4427.52% | |
| 6 | ICLRICON PLC | 5,827,350 | $1.5T | 4378.64% | |
| 7 | LINLINDE PLC | 3,738,304 | $1.4T | 4262.38% | |
| 8 | WCNWASTE CONNECTIONS INC | 9,061,075 | $1.3T | 3862.62% | |
| 9 | STESTERIS PLC | 5,492,005 | $1.2T | 3704.37% | |
| 10 | MTDMETTLER TOLEDO INTERNATIONAL | 928,095 | $1.2T | 3674.94% | |
| 11 | ACGLARCH CAP GROUP LTD | 13,752,406 | $1.0T | 3103.37% | |
| 12 | ACNACCENTURE PLC IRELAND | 3,229,563 | $999.6B | 2986.14% | |
| 13 | RMERESMED INC | 3,504,371 | $768.7B | 2296.39% | |
| 14 | MSFTMICROSOFT CORP | 1,918,929 | $653.5B | 1952.29% | |
| 15 | EPAMEPAM SYS INC | 2,895,178 | $652.6B | 1949.43% | |
| 16 | AMZNAMAZON COM INC | 4,827,903 | $629.4B | 1880.10% | |
| 17 | DDOGDATADOG INC | 6,204,173 | $610.4B | 1823.34% | |
| 18 | SYKSTRYKER CORPORATION | 1,921,943 | $587.2B | 1754.23% | |
| 19 | VVISA INC | 2,461,197 | $585.6B | 1749.41% | |
| 20 | UNHUNITEDHEALTH GROUP INC | 1,182,264 | $568.4B | 1698.00% | |
| 21 | ENQENTEGRIS INC | 5,097,903 | $568.1B | 1696.96% | |
| 22 | AJGGALLAGHER ARTHUR J & CO | 2,553,909 | $560.8B | 1675.16% | |
| 23 | NVONOVO-NORDISK A S | 3,467,660 | $560.4B | 1674.00% | |
| 24 | RACEFERRARI N V | 1,697,353 | $553.7B | 1653.94% | |
| 25 | LPLALPL FINL HLDGS INC | 2,446,845 | $532.2B | 1589.73% | |
| 26 | TMOTHERMO FISHER SCIENTIFIC INC | 975,415 | $509.9B | 1523.30% | |
| 27 | ANETEURARISTA NETWORKS INC | 2,873,218 | $465.6B | 1390.98% | |
| 28 | FNDFLOOR & DECOR HLDGS INC | 4,411,836 | $461.3B | 1378.04% | |
| 29 | MCKMCKESSON CORP | 1,074,468 | $461.2B | 1377.79% | |
| 30 | BAHBOOZ ALLEN HAMILTON HLDG COR | 4,118,495 | $459.6B | 1373.03% | |
| 31 | LRCXEURLAM RESEARCH CORP | 587,846 | $380.7B | 1137.30% | |
| 32 | ODFLOLD DOMINION FREIGHT LINE IN | 998,756 | $368.9B | 1102.13% | |
| 33 | AZNASTRAZENECA PLC | 5,101,237 | $365.1B | 1090.65% | |
| 34 | HEIHEICO CORP NEW | 2,421,161 | $342.4B | 1022.71% | |
| 35 | SNOWSNOWFLAKE INC | 1,917,269 | $338.4B | 1010.89% | |
| 36 | NVDANVIDIA CORPORATION | 751,127 | $306.6B | 915.98% | |
| 37 | FERGFERGUSON PLC NEW | 1,898,755 | $299.5B | 894.72% | |
| 38 | COSTCOSTCO WHSL CORP NEW | 520,615 | $280.3B | 837.30% | |
| 39 | CTVACORTEVA INC | 4,425,387 | $253.6B | 757.50% | |
| 40 | BILLBILL HOLDINGS INC | 1,809,376 | $211.4B | 631.59% | |
| 41 | TRITHOMSON REUTERS CORP. | 613,712 | $83.0B | 247.90% | |
| 42 | FMXFOMENTO ECONOMICO MEXICANO S | 650,999 | $72.0B | 215.06% | |
| 43 | GLOBGLOBANT S A | 389,025 | $70.5B | 210.55% | |
| 44 | WNSNWNS HLDGS LTD | 926,873 | $68.5B | 204.61% | |
| 45 | ZTOZTO EXPRESS CAYMAN INC | 2,085,119 | $52.2B | 155.84% | |
| 46 | ADUSADDUS HOMECARE CORP | 512,943 | $47.8B | 142.78% | |
| 47 | FNFABRINET | 353,758 | $46.4B | 138.57% | |
| 48 | AZTAAZENTA INC | 993,590 | $46.4B | 138.55% | |
| 49 | TTEKTETRA TECH INC NEW | 280,915 | $46.3B | 138.19% | |
| 50 | VRRMVERRA MOBILITY CORP | 2,132,628 | $42.1B | 125.88% | |
| 51 | PLUSEPLUS INC | 699,936 | $39.3B | 117.45% | |
| 52 | PAHUSDELEMENT SOLUTIONS INC | 1,959,080 | $37.7B | 112.66% | |
| 53 | BECNUSDBEACON ROOFING SUPPLY INC | 440,165 | $36.8B | 110.03% | |
| 54 | APGAPI GROUP CORP | 1,223,557 | $33.5B | 100.04% | |
| 55 | LSTRLANDSTAR SYS INC | 171,431 | $33.1B | 98.81% | |
| 56 | ESGRENSTAR GROUP LIMITED | 134,230 | $32.9B | 98.14% | |
| 57 | ICUIICU MED INC | 175,737 | $31.4B | 93.88% | |
| 58 | AMWDAMERICAN WOODMARK CORPORATIO | 371,810 | $28.6B | 85.32% | |
| 59 | SWAVUSDSHOCKWAVE MED INC | 99,302 | $28.4B | 84.94% | |
| 60 | EMEEMCOR GROUP INC | 153,577 | $28.4B | 84.84% | |
| 61 | GOGROCERY OUTLET HLDG CORP | 899,445 | $27.6B | 82.59% | |
| 62 | 2JEFOCUS FINL PARTNERS INC | 524,044 | $27.5B | 82.20% | |
| 63 | CRMTAMERICAS CAR-MART INC | 245,835 | $24.9B | 74.49% | |
| 64 | IPARINTER PARFUMS INC | 182,062 | $24.6B | 73.34% | |
| 65 | OLLIOLLIES BARGAIN OUTLET HLDGS | 408,332 | $23.7B | 70.91% | |
| 66 | FIVNFIVE9 INC | 283,950 | $23.6B | 70.38% | |
| 67 | DORMDORMAN PRODS INC | 297,755 | $23.5B | 70.26% | |
| 68 | AMDADVANCED MICRO DEVICES INC | 202,784 | $23.1B | 69.09% | |
| 69 | HLMNHILLMAN SOLUTIONS CORP | 2,510,118 | $22.7B | 67.71% | |
| 70 | VRTSVIRTUS INVT PARTNERS INC | 112,382 | $22.4B | 66.86% | |
| 71 | WHWYNDHAM HOTELS & RESORTS INC | 318,590 | $22.0B | 65.62% | |
| 72 | SPSCSPS COMM INC | 111,863 | $21.5B | 64.16% | |
| 73 | CPNGCOUPANG INC | 1,205,599 | $21.1B | 63.06% | |
| 74 | MLNKMERIDIANLINK INC | 984,218 | $20.4B | 61.04% | |
| 75 | UNFUNIFIRST CORP MASS | 130,197 | $20.3B | 60.79% | |
| 76 | —ABCAM PLC | 860,702 | $20.3B | 60.78% | |
| 77 | AZEKAZEK CO INC | 651,928 | $19.8B | 59.24% | |
| 78 | MZTILANCASTER COLONY CORP | 97,812 | $19.7B | 58.79% | |
| 79 | SGRYSURGERY PARTNERS INC | 417,658 | $19.0B | 56.64% | |
| 80 | JBTJOHN BEAN TECHNOLOGIES CORP | 153,627 | $18.8B | 56.06% | |
| 81 | —LESLIES INC | 1,993,320 | $18.7B | 55.79% | |
| 82 | UFPIUFP INDUSTRIES INC | 190,879 | $18.6B | 55.66% | |
| 83 | PRIPRIMERICA INC | 92,307 | $18.4B | 54.95% | |
| 84 | WEXWEX INC | 99,618 | $18.2B | 54.45% | |
| 85 | SAIASAIA INC | 53,010 | $18.2B | 54.26% | |
| 86 | STVNSTEVANATO GROUP S P A | 556,822 | $18.2B | 54.23% | |
| 87 | ETWOGBPE2OPEN PARENT HOLDINGS INC | 3,203,130 | $18.0B | 53.77% | |
| 88 | RGENREPLIGEN CORP | 126,873 | $18.0B | 53.73% | |
| 89 | MTDRMATADOR RES CO | 341,647 | $18.0B | 53.71% | |
| 90 | WSCWILLSCOT MOBIL MINI HLDNG CO | 367,892 | $17.6B | 52.72% | |
| 91 | WINGWINGSTOP INC | 87,289 | $17.5B | 52.33% | |
| 92 | VEEVVEEVA SYS INC | 87,988 | $17.4B | 51.98% | |
| 93 | TKRTIMKEN CO | 185,679 | $17.1B | 50.99% | |
| 94 | PLNTPLANET FITNESS INC | 252,002 | $17.0B | 50.83% | |
| 95 | ESTCELASTIC N V | 263,916 | $17.0B | 50.68% | |
| 96 | TXRHTEXAS ROADHOUSE INC | 151,175 | $17.0B | 50.66% | |
| 97 | CASYCASEYS GEN STORES INC | 68,851 | $16.8B | 50.16% | |
| 98 | 0J7QIAC INC | 265,729 | $16.8B | 50.04% | |
| 99 | VLRSCONTROLADORA VUELA COMP DE A | 1,165,412 | $16.4B | 49.12% | |
| 100 | PWIPOWER INTEGRATIONS INC | 168,272 | $16.0B | 47.85% |
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