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 | Value |
|---|---|
CPCANADIAN PACIFIC KANSAS CITY | $2.5B |
AONAON PLC | $1.7B |
IBNICICI BANK LIMITED | $1.6B |
TEAMATLASSIAN CORPORATION | $1.6B |
ICLRICON PLC | $1.5B |
LINLINDE PLC | $1.4B |
WCNWASTE CONNECTIONS INC | $1.3B |
STESTERIS PLC | $1.2B |
ACGLARCH CAP GROUP LTD | $1.0B |
ACNACCENTURE PLC IRELAND | $999.0M |
RMERESMED INC | $768.0M |
MSFTMICROSOFT CORP | $653.0M |
EPAMEPAM SYS INC | $652.0M |
AMZNAMAZON COM INC | $629.0M |
DDOGDATADOG INC | $610.0M |
SYKSTRYKER CORPORATION | $587.0M |
VVISA INC | $585.0M |
UNHUNITEDHEALTH GROUP INC | $568.0M |
ENQENTEGRIS INC | $568.0M |
AJGGALLAGHER ARTHUR J & CO | $560.0M |
NVONOVO-NORDISK A S | $560.0M |
RACEFERRARI N V | $553.0M |
LPLALPL FINL HLDGS INC | $532.0M |
ANETEURARISTA NETWORKS INC | $465.0M |
MCKMCKESSON CORP | $461.0M |
FNDFLOOR & DECOR HLDGS INC | $461.0M |
BAHBOOZ ALLEN HAMILTON HLDG COR | $459.0M |
ODFLOLD DOMINION FREIGHT LINE IN | $368.0M |
AZNASTRAZENECA PLC | $365.0M |
HEIHEICO CORP NEW | $342.0M |
SNOWSNOWFLAKE INC | $338.0M |
NVDANVIDIA CORPORATION | $306.0M |
FERGFERGUSON PLC NEW | $299.0M |
CTVACORTEVA INC | $253.0M |
BILLBILL HOLDINGS INC | $211.0M |
TRITHOMSON REUTERS CORP. | $82.0M |
FMXFOMENTO ECONOMICO MEXICANO S | $71.0M |
GLOBGLOBANT S A | $70.0M |
WNSNWNS HLDGS LTD | $68.0M |
ZTOZTO EXPRESS CAYMAN INC | $52.0M |
ADUSADDUS HOMECARE CORP | $47.0M |
AZTAAZENTA INC | $46.0M |
FNFABRINET | $46.0M |
TTEKTETRA TECH INC NEW | $46.0M |
VRRMVERRA MOBILITY CORP | $42.0M |
PLUSEPLUS INC | $39.0M |
PAHUSDELEMENT SOLUTIONS INC | $37.0M |
BECNUSDBEACON ROOFING SUPPLY INC | $36.0M |
LSTRLANDSTAR SYS INC | $33.0M |
APGAPI GROUP CORP | $33.0M |
ESGRENSTAR GROUP LIMITED | $32.0M |
ICUIICU MED INC | $31.0M |
SWAVUSDSHOCKWAVE MED INC | $28.0M |
AMWDAMERICAN WOODMARK CORPORATIO | $28.0M |
EMEEMCOR GROUP INC | $28.0M |
GOGROCERY OUTLET HLDG CORP | $27.0M |
2JEFOCUS FINL PARTNERS INC | $27.0M |
CRMTAMERICAS CAR-MART INC | $24.0M |
IPARINTER PARFUMS INC | $24.0M |
DORMDORMAN PRODS INC | $23.0M |
FIVNFIVE9 INC | $23.0M |
OLLIOLLIES BARGAIN OUTLET HLDGS | $23.0M |
AMDADVANCED MICRO DEVICES INC | $23.0M |
VRTSVIRTUS INVT PARTNERS INC | $22.0M |
HLMNHILLMAN SOLUTIONS CORP | $22.0M |
SPSCSPS COMM INC | $21.0M |
WHWYNDHAM HOTELS & RESORTS INC | $21.0M |
CPNGCOUPANG INC | $21.0M |
MLNKMERIDIANLINK INC | $20.0M |
—ABCAM PLC | $20.0M |
UNFUNIFIRST CORP MASS | $20.0M |
AZEKAZEK CO INC | $19.0M |
MZTILANCASTER COLONY CORP | $19.0M |
ETWOGBPE2OPEN PARENT HOLDINGS INC | $18.0M |
SAIASAIA INC | $18.0M |
PRIPRIMERICA INC | $18.0M |
LESLLESLIES INC | $18.0M |
STVNSTEVANATO GROUP S P A | $18.0M |
SGRYSURGERY PARTNERS INC | $18.0M |
WEXWEX INC | $18.0M |
JBTJOHN BEAN TECHNOLOGIES CORP | $18.0M |
UFPIUFP INDUSTRIES INC | $18.0M |
WSCWILLSCOT MOBIL MINI HLDNG CO | $17.0M |
WINGWINGSTOP INC | $17.0M |
MTDRMATADOR RES CO | $17.0M |
RGENREPLIGEN CORP | $17.0M |
VEEVVEEVA SYS INC | $17.0M |
PLNTPLANET FITNESS INC | $17.0M |
TKRTIMKEN CO | $17.0M |
VLRSCONTROLADORA VUELA COMP DE A | $16.0M |
TXRHTEXAS ROADHOUSE INC | $16.0M |
PWIPOWER INTEGRATIONS INC | $16.0M |
ESTCELASTIC N V | $16.0M |
CASYCASEYS GEN STORES INC | $16.0M |
0J7QIAC INC | $16.0M |
CZRCAESARS ENTERTAINMENT INC NE | $15.0M |
AITAPPLIED INDL TECHNOLOGIES IN | $15.0M |
EEFTEURONET WORLDWIDE INC | $15.0M |
AVNTAVIENT CORPORATION | $15.0M |
CWSTCASELLA WASTE SYS INC | $15.0M |
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