WCM INVESTMENT MANAGEMENT, LLC Q3 2024 Filing
Filed November 4, 2024
Portfolio Value
$44.1B
Holdings
289
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (289 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CPCANADIAN PACIFIC KANSAS CITY | 24,169,987 | $2.1T | 4680.21% | |
| 2 | SESEA LTD | 20,902,378 | $2.0T | 4467.67% | |
| 3 | IBNICICI BANK LIMITED | 63,001,054 | $1.9T | 4369.15% | |
| 4 | ICLRICON PLC | 6,654,257 | $1.9T | 4307.25% | |
| 5 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 9,738,181 | $1.7T | 3927.83% | |
| 6 | LINLINDE PLC | 3,424,245 | $1.6T | 3721.26% | |
| 7 | ACGLARCH CAP GROUP LTD | 13,933,498 | $1.6T | 3581.29% | |
| 8 | SPOTSPOTIFY TECHNOLOGY S A | 3,873,625 | $1.4T | 3241.21% | |
| 9 | NUNU HLDGS LTD | 100,031,797 | $1.4T | 3144.43% | |
| 10 | APPAPPLOVIN CORP | 10,820,409 | $1.4T | 3132.80% | |
| 11 | WCNWASTE CONNECTIONS INC | 7,692,381 | $1.4T | 3091.68% | |
| 12 | ASMLASML HOLDING N V | 1,606,139 | $1.4T | 3063.27% | |
| 13 | CPNGCOUPANG INC | 51,657,576 | $1.3T | 2904.61% | |
| 14 | AONAON PLC | 3,485,584 | $1.2T | 2746.44% | |
| 15 | MNDYMONDAY COM LTD | 4,193,557 | $1.1T | 2584.82% | |
| 16 | STESTERIS PLC | 4,680,537 | $1.1T | 2535.78% | |
| 17 | AMZNAMAZON COM INC | 5,872,689 | $1.1T | 2501.80% | |
| 18 | MLB1MERCADOLIBRE INC | 533,871 | $1.1T | 2498.17% | |
| 19 | GEGE AEROSPACE | 5,542,899 | $1.0T | 2328.77% | |
| 20 | MSFTMICROSOFT CORP | 1,919,728 | $821.7B | 1862.22% | |
| 21 | NVDANVIDIA CORPORATION | 6,113,891 | $742.2B | 1682.15% | |
| 22 | TEAMATLASSIAN CORPORATION | 4,466,240 | $720.0B | 1631.88% | |
| 23 | UNHUNITEDHEALTH GROUP INC | 1,204,585 | $700.9B | 1588.46% | |
| 24 | BAHBOOZ ALLEN HAMILTON HLDG COR | 4,110,162 | $666.1B | 1509.51% | |
| 25 | AJGGALLAGHER ARTHUR J & CO | 2,342,872 | $654.7B | 1483.82% | |
| 26 | GEVGE VERNOVA INC | 2,560,248 | $639.7B | 1449.79% | |
| 27 | ANETEURARISTA NETWORKS INC | 1,541,015 | $586.0B | 1328.05% | |
| 28 | VVISA INC | 2,128,404 | $585.7B | 1327.34% | |
| 29 | ENQENTEGRIS INC | 5,055,964 | $580.7B | 1316.13% | |
| 30 | ISRGINTUITIVE SURGICAL INC | 1,201,311 | $575.6B | 1304.61% | |
| 31 | FNDFLOOR & DECOR HLDGS INC | 4,371,090 | $536.6B | 1216.21% | |
| 32 | MCKMCKESSON CORP | 1,097,489 | $535.8B | 1214.42% | |
| 33 | RGAREINSURANCE GRP OF AMERICA I | 2,447,668 | $527.7B | 1196.05% | |
| 34 | DDOGDATADOG INC | 4,362,298 | $498.2B | 1129.04% | |
| 35 | NVONOVO-NORDISK A S | 3,990,649 | $481.9B | 1092.18% | |
| 36 | EPAMEPAM SYS INC | 2,243,532 | $447.5B | 1014.18% | |
| 37 | TMOTHERMO FISHER SCIENTIFIC INC | 714,722 | $439.1B | 995.24% | |
| 38 | RACEFERRARI N V | 925,028 | $436.3B | 988.85% | |
| 39 | ILMNILLUMINA INC | 3,262,182 | $424.5B | 962.01% | |
| 40 | CTVACORTEVA INC | 6,921,810 | $405.5B | 918.96% | |
| 41 | LPLALPL FINL HLDGS INC | 1,649,668 | $380.8B | 863.12% | |
| 42 | FRPTFRESHPET INC | 2,771,377 | $376.2B | 852.57% | |
| 43 | AZNASTRAZENECA PLC | 3,938,462 | $305.7B | 692.83% | |
| 44 | FERGFERGUSON ENTERPRISES INC | 806,311 | $162.8B | 368.87% | |
| 45 | UBSUBS GROUP AG | 5,193,752 | $161.4B | 365.72% | |
| 46 | CRCCANADIAN NAT RES LTD | 4,405,851 | $146.3B | 331.61% | |
| 47 | CLSCELESTICA INC | 2,211,077 | $112.9B | 255.96% | |
| 48 | TTEKTETRA TECH INC NEW | 1,431,099 | $66.4B | 150.49% | |
| 49 | ADUSADDUS HOMECARE CORP | 498,279 | $65.2B | 147.88% | |
| 50 | BAPCREDICORP LTD | 315,092 | $58.3B | 132.11% | |
| 51 | VRRMVERRA MOBILITY CORP | 2,055,006 | $57.1B | 129.52% | |
| 52 | GLOBGLOBANT S A | 286,709 | $56.7B | 128.43% | |
| 53 | BZKANZHUN LIMITED | 3,157,794 | $54.3B | 122.95% | |
| 54 | PAHUSDELEMENT SOLUTIONS INC | 1,857,560 | $50.2B | 113.71% | |
| 55 | PLUSEPLUS INC | 479,731 | $47.4B | 107.44% | |
| 56 | BECNUSDBEACON ROOFING SUPPLY INC | 524,985 | $46.1B | 104.37% | |
| 57 | ICUIICU MED INC | 259,481 | $45.3B | 102.60% | |
| 58 | GRABGRAB HOLDINGS LIMITED | 11,376,418 | $43.8B | 99.26% | |
| 59 | FTAIFTAI AVIATION LTD | 321,887 | $41.7B | 94.51% | |
| 60 | ENSGENSIGN GROUP INC | 271,133 | $39.1B | 88.55% | |
| 61 | FIXCOMFORT SYS USA INC | 99,553 | $38.8B | 88.01% | |
| 62 | CLVTRIP COM GROUP LTD | 621,338 | $38.1B | 86.35% | |
| 63 | HLMNHILLMAN SOLUTIONS CORP | 3,275,837 | $34.7B | 78.69% | |
| 64 | CWKCUSHMAN WAKEFIELD PLC | 2,534,105 | $34.6B | 78.39% | |
| 65 | DORMDORMAN PRODS INC | 302,620 | $34.4B | 77.90% | |
| 66 | APGAPI GROUP CORP | 1,009,972 | $34.0B | 77.00% | |
| 67 | DESPDESPEGAR COM CORP | 2,600,236 | $33.0B | 74.90% | |
| 68 | ESGRENSTAR GROUP LIMITED | 99,572 | $32.0B | 72.45% | |
| 69 | HAYWHAYWARD HLDGS INC | 2,041,398 | $31.2B | 70.60% | |
| 70 | LSTRLANDSTAR SYS INC | 160,327 | $30.0B | 67.92% | |
| 71 | CSWCSW INDUSTRIALS INC | 79,553 | $29.4B | 66.66% | |
| 72 | AITAPPLIED INDL TECHNOLOGIES IN | 118,141 | $26.4B | 59.72% | |
| 73 | ASHASHLAND INC | 297,218 | $26.0B | 59.03% | |
| 74 | WHWYNDHAM HOTELS & RESORTS INC | 322,363 | $26.0B | 59.02% | |
| 75 | AZEKAZEK CO INC | 539,494 | $25.2B | 57.18% | |
| 76 | IPARINTER PARFUMS INC | 193,660 | $24.8B | 56.28% | |
| 77 | MLNKMERIDIANLINK INC | 1,159,590 | $24.3B | 55.16% | |
| 78 | EVREVERCORE INC | 95,366 | $24.2B | 54.93% | |
| 79 | SNSHARKNINJA INC | 225,225 | $23.9B | 54.10% | |
| 80 | HCQAMN HEALTHCARE SVCS INC | 556,978 | $23.7B | 53.74% | |
| 81 | WEXWEX INC | 113,223 | $23.7B | 53.65% | |
| 82 | VRTSVIRTUS INVT PARTNERS INC | 113,892 | $23.7B | 53.64% | |
| 83 | WEAWESTERN ALLIANCE BANCORP | 274,028 | $23.5B | 53.15% | |
| 84 | FOURSHIFT4 PMTS INC | 265,128 | $23.3B | 52.79% | |
| 85 | BOOTBOOT BARN HLDGS INC | 139,120 | $23.0B | 52.06% | |
| 86 | AVNTAVIENT CORPORATION | 449,490 | $22.7B | 51.35% | |
| 87 | GOGROCERY OUTLET HLDG CORP | 1,264,133 | $22.3B | 50.62% | |
| 88 | TSAACI WORLDWIDE INC | 438,155 | $22.0B | 49.88% | |
| 89 | ASAMER SPORTS INC | 1,330,092 | $21.8B | 49.37% | |
| 90 | KSPIKASPI KZ JSC | 209,871 | $21.6B | 48.98% | |
| 91 | UNFUNIFIRST CORP MASS | 110,646 | $21.3B | 48.24% | |
| 92 | YMMFULL TRUCK ALLIANCE CO LTD | 2,260,044 | $20.8B | 47.12% | |
| 93 | 0J7QIAC INC | 379,556 | $20.8B | 47.05% | |
| 94 | YETIYETI HLDGS INC | 508,882 | $20.7B | 46.92% | |
| 95 | PFGCPERFORMANCE FOOD GROUP CO | 264,090 | $20.7B | 46.81% | |
| 96 | PRIPRIMERICA INC | 77,094 | $20.3B | 45.98% | |
| 97 | MZTILANCASTER COLONY CORP | 111,507 | $19.9B | 45.16% | |
| 98 | CZRCAESARS ENTERTAINMENT INC NE | 475,887 | $19.8B | 44.94% | |
| 99 | ESTCELASTIC N V | 255,815 | $19.8B | 44.84% | |
| 100 | CWSTCASELLA WASTE SYS INC | 200,255 | $19.7B | 44.64% |
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