WCM INVESTMENT MANAGEMENT, LLC Q3 2023 Filing
Filed October 10, 2023
Portfolio Value
$34.1T
Holdings
208
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (208 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CPCANADIAN PACIFIC KANSAS CITY | 38,100,632 | $2.8T | 8.32% | |
| 2 | TEAMATLASSIAN CORPORATION | 9,391,519 | $1.9T | 5.58% | |
| 3 | ICLRICON PLC | 7,594,972 | $1.9T | 5.49% | |
| 4 | IBNICICI BANK LIMITED | 70,432,523 | $1.6T | 4.78% | |
| 5 | AONAON PLC | 4,914,189 | $1.6T | 4.68% | |
| 6 | LINLINDE PLC | 3,815,346 | $1.4T | 4.17% | |
| 7 | WCNWASTE CONNECTIONS INC | 10,218,545 | $1.4T | 4.05% | |
| 8 | ACGLARCH CAP GROUP LTD | 15,956,744 | $1.3T | 3.75% | |
| 9 | ASMLASML HOLDING N V | 2,016,308 | $1.2T | 3.49% | |
| 10 | STESTERIS PLC | 5,413,509 | $1.2T | 3.49% | |
| 11 | ACNACCENTURE PLC IRELAND | 3,461,058 | $1.1T | 3.12% | |
| 12 | MTDMETTLER TOLEDO INTERNATIONAL | 926,039 | $1.0T | 3.01% | |
| 13 | MLB1MERCADOLIBRE INC | 665,189 | $842.5B | 2.47% | |
| 14 | EPAMEPAM SYS INC | 2,824,890 | $722.3B | 2.12% | |
| 15 | AMZNAMAZON COM INC | 4,893,897 | $621.5B | 1.82% | |
| 16 | MSFTMICROSOFT CORP | 1,949,538 | $616.1B | 1.81% | |
| 17 | UNHUNITEDHEALTH GROUP INC | 1,198,454 | $605.2B | 1.78% | |
| 18 | NVONOVO-NORDISK A S | 6,528,911 | $594.0B | 1.74% | |
| 19 | AJGGALLAGHER ARTHUR J & CO | 2,596,873 | $591.7B | 1.74% | |
| 20 | LPLALPL FINL HLDGS INC | 2,457,027 | $583.9B | 1.71% | |
| 21 | VVISA INC | 2,493,831 | $573.8B | 1.68% | |
| 22 | DDOGDATADOG INC | 6,292,305 | $573.2B | 1.68% | |
| 23 | ANETEURARISTA NETWORKS INC | 3,008,139 | $552.6B | 1.62% | |
| 24 | SYKSTRYKER CORPORATION | 1,943,601 | $531.8B | 1.56% | |
| 25 | TMOTHERMO FISHER SCIENTIFIC INC | 986,909 | $499.5B | 1.47% | |
| 26 | RACEFERRARI N V | 1,667,545 | $492.8B | 1.45% | |
| 27 | ENQENTEGRIS INC | 5,150,914 | $483.7B | 1.42% | |
| 28 | MCKMCKESSON CORP | 1,088,553 | $473.5B | 1.39% | |
| 29 | BAHBOOZ ALLEN HAMILTON HLDG COR | 4,189,932 | $457.8B | 1.34% | |
| 30 | ODFLOLD DOMINION FREIGHT LINE IN | 1,011,867 | $416.5B | 1.22% | |
| 31 | FNDFLOOR & DECOR HLDGS INC | 4,474,755 | $405.0B | 1.19% | |
| 32 | LRCXEURLAM RESEARCH CORP | 596,877 | $373.9B | 1.10% | |
| 33 | CTVACORTEVA INC | 6,889,197 | $352.5B | 1.03% | |
| 34 | NVDANVIDIA CORPORATION | 777,492 | $338.6B | 0.99% | |
| 35 | AZNASTRAZENECA PLC | 4,997,705 | $338.4B | 0.99% | |
| 36 | HEIHEICO CORP NEW | 2,453,525 | $317.7B | 0.93% | |
| 37 | FERGFERGUSON PLC NEW | 1,865,523 | $306.8B | 0.90% | |
| 38 | COSTCOSTCO WHSL CORP NEW | 530,739 | $299.8B | 0.88% | |
| 39 | SNOWSNOWFLAKE INC | 1,865,527 | $285.8B | 0.84% | |
| 40 | TRITHOMSON REUTERS CORP. | 1,711,051 | $209.9B | 0.62% | |
| 41 | FMXFOMENTO ECONOMICO MEXICANO S | 732,312 | $80.4B | 0.24% | |
| 42 | GLOBGLOBANT S A | 359,065 | $71.5B | 0.21% | |
| 43 | FNFABRINET | 320,778 | $53.4B | 0.16% | |
| 44 | TTEKTETRA TECH INC NEW | 331,544 | $50.3B | 0.15% | |
| 45 | AZTAAZENTA INC | 903,953 | $45.4B | 0.13% | |
| 46 | WNSNWNS HLDGS LTD | 638,660 | $44.0B | 0.13% | |
| 47 | ADUSADDUS HOMECARE CORP | 515,333 | $44.0B | 0.13% | |
| 48 | VRRMVERRA MOBILITY CORP | 2,141,784 | $40.2B | 0.12% | |
| 49 | PAHUSDELEMENT SOLUTIONS INC | 1,968,021 | $38.6B | 0.11% | |
| 50 | PLUSEPLUS INC | 591,179 | $37.6B | 0.11% | |
| 51 | CPNGCOUPANG INC | 2,170,147 | $36.9B | 0.11% | |
| 52 | BILLBILL HOLDINGS INC | 330,790 | $35.9B | 0.11% | |
| 53 | ESGRENSTAR GROUP LIMITED | 134,870 | $32.5B | 0.10% | |
| 54 | APGAPI GROUP CORP | 1,229,123 | $31.8B | 0.09% | |
| 55 | LSTRLANDSTAR SYS INC | 172,135 | $30.5B | 0.09% | |
| 56 | SWAVUSDSHOCKWAVE MED INC | 149,695 | $30.0B | 0.09% | |
| 57 | HAYWHAYWARD HLDGS INC | 1,914,891 | $27.4B | 0.08% | |
| 58 | ZTOZTO EXPRESS CAYMAN INC | 1,094,119 | $26.5B | 0.08% | |
| 59 | HLMNHILLMAN SOLUTIONS CORP | 3,226,824 | $26.3B | 0.08% | |
| 60 | ENSGENSIGN GROUP INC | 282,794 | $26.3B | 0.08% | |
| 61 | GOGROCERY OUTLET HLDG CORP | 903,322 | $26.1B | 0.08% | |
| 62 | BECNUSDBEACON ROOFING SUPPLY INC | 329,381 | $25.5B | 0.07% | |
| 63 | OLLIOLLIES BARGAIN OUTLET HLDGS | 319,253 | $24.7B | 0.07% | |
| 64 | IPARINTER PARFUMS INC | 183,257 | $24.6B | 0.07% | |
| 65 | WHWYNDHAM HOTELS & RESORTS INC | 342,520 | $23.9B | 0.07% | |
| 66 | EMEEMCOR GROUP INC | 112,877 | $23.8B | 0.07% | |
| 67 | DORMDORMAN PRODS INC | 309,624 | $23.3B | 0.07% | |
| 68 | VRTSVIRTUS INVT PARTNERS INC | 112,920 | $22.9B | 0.07% | |
| 69 | UNFUNIFIRST CORP MASS | 130,898 | $21.3B | 0.06% | |
| 70 | AMDADVANCED MICRO DEVICES INC | 203,691 | $21.1B | 0.06% | |
| 71 | ICUIICU MED INC | 176,587 | $21.1B | 0.06% | |
| 72 | ESTCELASTIC N V | 251,678 | $20.4B | 0.06% | |
| 73 | RGENREPLIGEN CORP | 124,706 | $19.9B | 0.06% | |
| 74 | AZEKAZEK CO INC | 654,612 | $19.4B | 0.06% | |
| 75 | MLNKMERIDIANLINK INC | 1,145,987 | $19.4B | 0.06% | |
| 76 | FIVEFIVE BELOW INC | 120,269 | $19.4B | 0.06% | |
| 77 | AMWDAMERICAN WOODMARK CORPORATIO | 254,666 | $19.3B | 0.06% | |
| 78 | CASYCASEYS GEN STORES INC | 70,169 | $19.1B | 0.06% | |
| 79 | WEXWEX INC | 101,131 | $18.9B | 0.06% | |
| 80 | ASHASHLAND INC | 230,969 | $18.9B | 0.06% | |
| 81 | SAIASAIA INC | 46,614 | $18.7B | 0.06% | |
| 82 | PRIPRIMERICA INC | 94,383 | $18.4B | 0.05% | |
| 83 | PRPERMIAN RESOURCES CORP | 1,280,055 | $17.9B | 0.05% | |
| 84 | FOXFFOX FACTORY HLDG CORP | 178,630 | $17.7B | 0.05% | |
| 85 | CRMTAMERICAS CAR-MART INC | 193,244 | $17.5B | 0.05% | |
| 86 | AITAPPLIED INDL TECHNOLOGIES IN | 112,609 | $17.5B | 0.05% | |
| 87 | FIVNFIVE9 INC | 269,033 | $17.3B | 0.05% | |
| 88 | VEEVVEEVA SYS INC | 84,016 | $17.2B | 0.05% | |
| 89 | EVREVERCORE INC | 123,635 | $17.0B | 0.05% | |
| 90 | HCQAMN HEALTHCARE SVCS INC | 196,975 | $16.8B | 0.05% | |
| 91 | JBTJOHN BEAN TECHNOLOGIES CORP | 156,910 | $16.5B | 0.05% | |
| 92 | MTDRMATADOR RES CO | 276,178 | $16.4B | 0.05% | |
| 93 | SPSCSPS COMM INC | 95,674 | $16.3B | 0.05% | |
| 94 | MZTILANCASTER COLONY CORP | 98,210 | $16.2B | 0.05% | |
| 95 | MRCYMERCURY SYS INC | 435,821 | $16.1B | 0.05% | |
| 96 | WINGWINGSTOP INC | 89,091 | $16.0B | 0.05% | |
| 97 | CWSTCASELLA WASTE SYS INC | 208,979 | $15.9B | 0.05% | |
| 98 | WSCWILLSCOT MOBIL MINI HLDNG CO | 374,606 | $15.6B | 0.05% | |
| 99 | UFPIUFP INDUSTRIES INC | 146,879 | $15.1B | 0.04% | |
| 100 | TXRHTEXAS ROADHOUSE INC | 153,985 | $14.9B | 0.04% |
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