WCM INVESTMENT MANAGEMENT, LLC Q4 2021 Filing
Filed January 26, 2022
Portfolio Value
$44.4T
Holdings
205
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (205 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 26,212,577 | $3.2T | 7.10% | |
| 2 | ASMLASML HOLDING N V | 3,578,938 | $2.8T | 6.42% | |
| 3 | SHOPSHOPIFY INC | 2,054,558 | $2.8T | 6.37% | |
| 4 | ACNACCENTURE PLC IRELAND | 6,043,846 | $2.5T | 5.64% | |
| 5 | MTDMETTLER TOLEDO INTERNATIONAL | 1,475,820 | $2.5T | 5.64% | |
| 6 | RMERESMED INC | 9,046,150 | $2.4T | 5.31% | |
| 7 | CP.TOCANADIAN PAC RY LTD | 31,953,125 | $2.3T | 5.18% | |
| 8 | ICLRICON PLC | 7,179,979 | $2.2T | 5.01% | |
| 9 | LULULULULEMON ATHLETICA INC | 5,521,523 | $2.2T | 4.87% | |
| 10 | EPAMEPAM SYS INC | 3,031,268 | $2.0T | 4.56% | |
| 11 | STESTERIS PLC | 6,852,127 | $1.7T | 3.76% | |
| 12 | TEAMATLASSIAN CORP PLC | 3,750,448 | $1.4T | 3.22% | |
| 13 | AONAON PLC | 4,612,073 | $1.4T | 3.12% | |
| 14 | SYKSTRYKER CORPORATION | 3,075,670 | $822.5B | 1.85% | |
| 15 | SHWSHERWIN WILLIAMS CO | 2,277,878 | $802.2B | 1.81% | |
| 16 | TMOTHERMO FISHER SCIENTIFIC INC | 1,125,201 | $750.8B | 1.69% | |
| 17 | WSTWEST PHARMACEUTICAL SVSC INC | 1,514,826 | $710.5B | 1.60% | |
| 18 | ODFLOLD DOMINION FREIGHT LINE IN | 1,933,945 | $693.1B | 1.56% | |
| 19 | RACEFERRARI N V | 2,430,951 | $629.2B | 1.42% | |
| 20 | APHAMPHENOL CORP NEW | 7,098,080 | $620.8B | 1.40% | |
| 21 | FRCBFIRST REP BK SAN FRANCISCO C | 2,922,052 | $603.4B | 1.36% | |
| 22 | ALCALCON AG | 6,604,219 | $575.4B | 1.30% | |
| 23 | LRCXEURLAM RESEARCH CORP | 777,240 | $559.0B | 1.26% | |
| 24 | NOWSERVICENOW INC | 845,544 | $548.9B | 1.24% | |
| 25 | NKENIKE INC | 3,159,760 | $526.6B | 1.19% | |
| 26 | VVISA INC | 2,275,779 | $493.2B | 1.11% | |
| 27 | GGGGRACO INC | 5,499,263 | $443.4B | 1.00% | |
| 28 | MSCIMSCI INC | 719,293 | $440.7B | 0.99% | |
| 29 | COSTCOSTCO WHSL CORP NEW | 754,246 | $428.2B | 0.96% | |
| 30 | CHDCHURCH & DWIGHT CO INC | 4,080,230 | $418.2B | 0.94% | |
| 31 | FNDFLOOR & DECOR HLDGS INC | 3,069,735 | $399.1B | 0.90% | |
| 32 | ENQENTEGRIS INC | 2,870,052 | $397.7B | 0.90% | |
| 33 | RGENREPLIGEN CORP | 1,361,909 | $360.7B | 0.81% | |
| 34 | HEIHEICO CORP NEW | 2,414,374 | $310.3B | 0.70% | |
| 35 | NVONOVO-NORDISK A S | 2,485,565 | $278.4B | 0.63% | |
| 36 | FICOFAIR ISAAC CORP | 611,470 | $265.2B | 0.60% | |
| 37 | WNSNWNS HLDGS LTD | 1,704,280 | $150.4B | 0.34% | |
| 38 | EFAISHARES TR | 1,759,013 | $138.4B | 0.31% | |
| 39 | NUNU HLDGS LTD | 12,175,243 | $114.2B | 0.26% | |
| 40 | GLOBGLOBANT S A | 332,297 | $104.4B | 0.24% | |
| 41 | NBISYANDEX N V | 1,331,290 | $80.5B | 0.18% | |
| 42 | BABAALIBABA GROUP HLDG LTD | 543,692 | $64.6B | 0.15% | |
| 43 | ASRGRUPO AEROPORTUARIO DEL SURE | 296,811 | $61.2B | 0.14% | |
| 44 | 2JEFOCUS FINL PARTNERS INC | 945,413 | $56.5B | 0.13% | |
| 45 | PLUSEPLUS INC | 1,007,935 | $54.3B | 0.12% | |
| 46 | GOGROCERY OUTLET HLDG CORP | 1,847,261 | $52.2B | 0.12% | |
| 47 | ADUSADDUS HOMECARE CORP | 533,252 | $49.9B | 0.11% | |
| 48 | STVNSTEVANATO GROUP S P A | 2,184,690 | $49.0B | 0.11% | |
| 49 | PAHUSDELEMENT SOLUTIONS INC | 1,925,197 | $46.7B | 0.11% | |
| 50 | IPARINTER PARFUMS INC | 434,146 | $46.4B | 0.10% | |
| 51 | CCMPCMC MATERIALS INC | 232,359 | $44.5B | 0.10% | |
| 52 | CWKCUSHMAN WAKEFIELD PLC | 1,814,741 | $40.4B | 0.09% | |
| 53 | CPNGCOUPANG INC | 1,358,855 | $39.9B | 0.09% | |
| 54 | DAVAENDAVA PLC | 235,140 | $39.5B | 0.09% | |
| 55 | WHWYNDHAM HOTELS & RESORTS INC | 421,050 | $37.7B | 0.09% | |
| 56 | ESGRENSTAR GROUP LIMITED | 151,380 | $37.5B | 0.08% | |
| 57 | VRTSVIRTUS INVT PARTNERS INC | 124,615 | $37.0B | 0.08% | |
| 58 | BECNUSDBEACON ROOFING SUPPLY INC | 632,560 | $36.3B | 0.08% | |
| 59 | PCORPROCORE TECHNOLOGIES INC | 443,629 | $35.5B | 0.08% | |
| 60 | XPXP INC | 1,174,476 | $33.8B | 0.08% | |
| 61 | VRRMVERRA MOBILITY CORP | 2,112,626 | $32.6B | 0.07% | |
| 62 | CINTCI&T INC | 2,735,629 | $32.5B | 0.07% | |
| 63 | —TDCX INC | 1,688,792 | $32.3B | 0.07% | |
| 64 | VLRSCONTROLADORA VUELA COMP DE A | 1,737,996 | $31.2B | 0.07% | |
| 65 | EMEEMCOR GROUP INC | 244,917 | $31.2B | 0.07% | |
| 66 | LSTRLANDSTAR SYS INC | 164,799 | $29.5B | 0.07% | |
| 67 | ICUIICU MED INC | 116,448 | $27.6B | 0.06% | |
| 68 | AZTAAZENTA INC | 257,901 | $26.6B | 0.06% | |
| 69 | UNFUNIFIRST CORP MASS | 124,128 | $26.1B | 0.06% | |
| 70 | CRMTAMERICAS CAR-MART INC | 248,806 | $25.5B | 0.06% | |
| 71 | CR1USDCRANE CO | 238,796 | $24.3B | 0.05% | |
| 72 | FRSHFRESHWORKS INC | 924,388 | $24.3B | 0.05% | |
| 73 | DORMDORMAN PRODS INC | 213,408 | $24.1B | 0.05% | |
| 74 | CANPYCIAN PLC | 1,881,427 | $23.2B | 0.05% | |
| 75 | ENSENERSYS | 284,517 | $22.5B | 0.05% | |
| 76 | HHR1USDHEADHUNTER GROUP PLC | 393,373 | $20.1B | 0.05% | |
| 77 | AMWDAMERICAN WOODMARK CORPORATIO | 307,606 | $20.1B | 0.05% | |
| 78 | —NEOGAMES S A | 718,902 | $20.0B | 0.04% | |
| 79 | REXRREXFORD INDL RLTY INC | 245,696 | $19.9B | 0.04% | |
| 80 | PLANUSDANAPLAN INC | 423,216 | $19.4B | 0.04% | |
| 81 | MTSIMACOM TECH SOLUTIONS HLDGS I | 234,877 | $18.4B | 0.04% | |
| 82 | SMARGBPSMARTSHEET INC | 231,128 | $17.9B | 0.04% | |
| 83 | SPUSDSP PLUS CORP | 633,839 | $17.9B | 0.04% | |
| 84 | PLNTPLANET FITNESS INC | 194,583 | $17.6B | 0.04% | |
| 85 | GBGLOBAL BLUE GROUP HOLDING AG | 2,752,920 | $17.6B | 0.04% | |
| 86 | OLLIOLLIES BARGAIN OUTLET HLDGS | 342,513 | $17.5B | 0.04% | |
| 87 | PFGCPERFORMANCE FOOD GROUP CO | 379,670 | $17.4B | 0.04% | |
| 88 | WSCWILLSCOT MOBIL MINI HLDNG CO | 426,091 | $17.4B | 0.04% | |
| 89 | HELEHELEN OF TROY LTD | 71,156 | $17.4B | 0.04% | |
| 90 | UFPIUFP INDUSTRIES INC | 183,229 | $16.9B | 0.04% | |
| 91 | TWKSEURTHOUGHTWORKS HOLDING INC | 598,504 | $16.0B | 0.04% | |
| 92 | AVNTAVIENT CORPORATION | 286,772 | $16.0B | 0.04% | |
| 93 | TXRHTEXAS ROADHOUSE INC | 179,627 | $16.0B | 0.04% | |
| 94 | —LESLIES INC | 677,189 | $16.0B | 0.04% | |
| 95 | JBTJOHN BEAN TECHNOLOGIES CORP | 104,331 | $16.0B | 0.04% | |
| 96 | WINGWINGSTOP INC | 92,405 | $16.0B | 0.04% | |
| 97 | TTEKTETRA TECH INC NEW | 91,680 | $15.6B | 0.04% | |
| 98 | SAIASAIA INC | 46,134 | $15.5B | 0.04% | |
| 99 | BOOTBOOT BARN HLDGS INC | 126,147 | $15.5B | 0.03% | |
| 100 | ECOLUS ECOLOGY INC | 460,062 | $14.7B | 0.03% |
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