WCM INVESTMENT MANAGEMENT, LLC Q3 2021 Filing
Filed November 2, 2021
Portfolio Value
$43.3B
Holdings
204
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (204 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 26,061,675 | $2.9T | 6725.37% | |
| 2 | MLB1MERCADOLIBRE INC | 1,645,245 | $2.8T | 6386.16% | |
| 3 | SHOPSHOPIFY INC | 2,032,150 | $2.8T | 6367.96% | |
| 4 | ASMLASML HOLDING N V | 3,588,739 | $2.7T | 6180.42% | |
| 5 | RMERESMED INC | 9,087,511 | $2.4T | 5535.58% | |
| 6 | LULULULULEMON ATHLETICA INC | 5,475,271 | $2.2T | 5121.47% | |
| 7 | CP.TOCANADIAN PAC RY LTD | 32,046,704 | $2.1T | 4819.70% | |
| 8 | MTDMETTLER TOLEDO INTERNATIONAL | 1,461,003 | $2.0T | 4651.08% | |
| 9 | ACNACCENTURE PLC IRELAND | 6,054,521 | $1.9T | 4476.89% | |
| 10 | ICLRICON PLC | 7,160,289 | $1.9T | 4336.31% | |
| 11 | EPAMEPAM SYS INC | 3,060,268 | $1.7T | 4035.11% | |
| 12 | TEAMATLASSIAN CORP PLC | 4,498,177 | $1.5T | 3459.96% | |
| 13 | STESTERIS PLC | 6,812,709 | $1.4T | 3216.63% | |
| 14 | AONAON PLC | 4,587,280 | $1.3T | 3029.89% | |
| 15 | HDBHDFC BANK LTD | 16,728,218 | $1.2T | 2825.94% | |
| 16 | SYKSTRYKER CORPORATION | 2,947,460 | $777.3B | 1796.58% | |
| 17 | TMOTHERMO FISHER SCIENTIFIC INC | 1,077,869 | $615.8B | 1423.34% | |
| 18 | WSTWEST PHARMACEUTICAL SVSC INC | 1,442,820 | $612.5B | 1415.75% | |
| 19 | SHWSHERWIN WILLIAMS CO | 2,186,469 | $611.6B | 1413.64% | |
| 20 | FRCBFIRST REP BK SAN FRANCISCO C | 2,791,538 | $538.4B | 1244.48% | |
| 21 | ODFLOLD DOMINION FREIGHT LINE IN | 1,845,732 | $527.8B | 1220.00% | |
| 22 | ALCALCON AG | 6,499,144 | $523.0B | 1208.78% | |
| 23 | NOWSERVICENOW INC | 808,335 | $503.0B | 1162.59% | |
| 24 | RACEFERRARI N V | 2,386,044 | $499.0B | 1153.27% | |
| 25 | APHAMPHENOL CORP NEW | 6,768,300 | $495.6B | 1145.58% | |
| 26 | VVISA INC | 2,180,771 | $485.8B | 1122.75% | |
| 27 | NKENIKE INC | 3,025,590 | $439.4B | 1015.60% | |
| 28 | MSCIMSCI INC | 689,552 | $419.5B | 969.55% | |
| 29 | RGENREPLIGEN CORP | 1,310,612 | $378.8B | 875.41% | |
| 30 | GGGGRACO INC | 5,265,169 | $368.4B | 851.49% | |
| 31 | FNDFLOOR & DECOR HLDGS INC | 2,936,786 | $354.7B | 819.90% | |
| 32 | ENQENTEGRIS INC | 2,735,380 | $344.4B | 795.97% | |
| 33 | COSTCOSTCO WHSL CORP NEW | 720,088 | $323.6B | 747.87% | |
| 34 | CHDCHURCH & DWIGHT INC | 3,889,386 | $321.1B | 742.27% | |
| 35 | LRCXEURLAM RESEARCH CORP | 521,021 | $296.5B | 685.39% | |
| 36 | HEIHEICO CORP NEW | 2,308,228 | $273.4B | 631.82% | |
| 37 | FICOFAIR ISAAC CORP | 585,946 | $233.2B | 538.91% | |
| 38 | WNSNWNS HLDGS LTD | 1,728,996 | $141.4B | 326.89% | |
| 39 | NBISYANDEX N V | 1,332,534 | $106.2B | 245.44% | |
| 40 | BABAALIBABA GROUP HLDG LTD | 681,702 | $100.9B | 233.27% | |
| 41 | GLOBGLOBANT S A | 333,997 | $93.9B | 216.93% | |
| 42 | ASRGRUPO AEROPORTUARIO DEL SURE | 299,438 | $56.0B | 129.42% | |
| 43 | STVNSTEVANATO GROUP S P A | 2,181,470 | $55.2B | 127.61% | |
| 44 | 2JEFOCUS FINL PARTNERS INC | 1,046,166 | $54.8B | 126.63% | |
| 45 | PLUSEPLUS INC | 507,975 | $52.1B | 120.47% | |
| 46 | XPXP INC | 1,182,377 | $47.5B | 109.78% | |
| 47 | TWKSEURTHOUGHTWORKS HOLDING INC | 1,511,548 | $43.4B | 100.30% | |
| 48 | VRTSVIRTUS INVT PARTNERS INC | 125,142 | $38.8B | 89.76% | |
| 49 | FRSHFRESHWORKS INC | 897,153 | $38.3B | 88.52% | |
| 50 | CPNGCOUPANG INC | 1,368,304 | $38.1B | 88.08% | |
| 51 | CCMPCMC MATERIALS INC | 305,690 | $37.7B | 87.07% | |
| 52 | UNFUNIFIRST CORP MASS | 175,917 | $37.4B | 86.45% | |
| 53 | PCORPROCORE TECHNOLOGIES INC | 415,950 | $37.2B | 85.89% | |
| 54 | ESGRENSTAR GROUP LIMITED | 151,826 | $35.6B | 82.37% | |
| 55 | CR1USDCRANE CO | 370,581 | $35.1B | 81.21% | |
| 56 | CWKCUSHMAN WAKEFIELD PLC | 1,775,932 | $33.0B | 76.39% | |
| 57 | WHWYNDHAM HOTELS & RESORTS INC | 422,669 | $32.6B | 75.41% | |
| 58 | IPARINTER PARFUMS INC | 435,874 | $32.6B | 75.33% | |
| 59 | VRRMVERRA MOBILITY CORP | 2,120,667 | $32.0B | 73.86% | |
| 60 | GOGROCERY OUTLET HLDG CORP | 1,447,904 | $31.2B | 72.18% | |
| 61 | BECNUSDBEACON ROOFING SUPPLY INC | 634,943 | $30.3B | 70.09% | |
| 62 | PAHUSDELEMENT SOLUTIONS INC | 1,366,425 | $29.6B | 68.47% | |
| 63 | BAPCREDICORP LTD | 264,931 | $29.4B | 67.93% | |
| 64 | CRMTAMERICAS CAR-MART INC | 249,850 | $29.2B | 67.44% | |
| 65 | VLRSCONTROLADORA VUELA COMP DE A | 1,331,887 | $29.0B | 67.14% | |
| 66 | ADUSADDUS HOMECARE CORP | 360,826 | $28.8B | 66.51% | |
| 67 | EMEEMCOR GROUP INC | 245,989 | $28.4B | 65.60% | |
| 68 | ICUIICU MED INC | 115,913 | $27.1B | 62.53% | |
| 69 | HHR1USDHEADHUNTER GROUP PLC | 550,515 | $26.9B | 62.09% | |
| 70 | LSTRLANDSTAR SYS INC | 165,500 | $26.1B | 60.37% | |
| 71 | —NEOGAMES S A | 672,970 | $24.7B | 57.11% | |
| 72 | ENSENERSYS | 294,074 | $21.9B | 50.60% | |
| 73 | OLLIOLLIES BARGAIN OUTLET HLDGS | 341,379 | $20.6B | 47.56% | |
| 74 | DORMDORMAN PRODS INC | 214,184 | $20.3B | 46.87% | |
| 75 | AMWDAMERICAN WOODMARK CORPORATIO | 306,736 | $20.1B | 46.34% | |
| 76 | SPUSDSP PLUS CORP | 636,323 | $19.5B | 45.11% | |
| 77 | HCSGHEALTHCARE SVCS GROUP INC | 769,951 | $19.2B | 44.47% | |
| 78 | AZTABROOKS AUTOMATION INC NEW | 185,366 | $19.0B | 43.85% | |
| 79 | GBGLOBAL BLUE GROUP HOLDING AG | 2,648,302 | $17.1B | 39.54% | |
| 80 | PFGCPERFORMANCE FOOD GROUP CO | 331,792 | $15.4B | 35.63% | |
| 81 | TTEKTETRA TECH INC NEW | 102,919 | $15.4B | 35.52% | |
| 82 | AZULQAZUL S A | 754,923 | $15.1B | 35.00% | |
| 83 | MTSIMACOM TECH SOLUTIONS HLDGS I | 230,864 | $15.0B | 34.61% | |
| 84 | ECOLUS ECOLOGY INC | 461,868 | $14.9B | 34.53% | |
| 85 | BOOTBOOT BARN HLDGS INC | 167,157 | $14.9B | 34.33% | |
| 86 | —HEMISPHERE MEDIA GROUP INC | 1,210,418 | $14.7B | 34.08% | |
| 87 | HELEHELEN OF TROY LTD | 64,457 | $14.5B | 33.47% | |
| 88 | WINGWINGSTOP INC | 87,518 | $14.3B | 33.16% | |
| 89 | JBTJOHN BEAN TECHNOLOGIES CORP | 100,710 | $14.2B | 32.72% | |
| 90 | PLNTPLANET FITNESS INC | 178,052 | $14.0B | 32.33% | |
| 91 | AXONAXON ENTERPRISE INC | 79,424 | $13.9B | 32.13% | |
| 92 | WEXWEX INC | 78,836 | $13.9B | 32.09% | |
| 93 | ALKALASKA AIR GROUP INC | 230,195 | $13.5B | 31.18% | |
| 94 | SFBSSERVISFIRST BANCSHARES INC | 172,778 | $13.4B | 31.07% | |
| 95 | CALYCALLAWAY GOLF CO | 483,373 | $13.4B | 30.87% | |
| 96 | LPSNUSDLIVEPERSON INC | 223,148 | $13.2B | 30.41% | |
| 97 | REXRREXFORD INDL RLTY INC | 230,791 | $13.1B | 30.27% | |
| 98 | SAIASAIA INC | 54,919 | $13.1B | 30.21% | |
| 99 | PLANUSDANAPLAN INC | 212,623 | $12.9B | 29.92% | |
| 100 | SMTCSEMTECH CORP | 165,821 | $12.9B | 29.88% |
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