WCM INVESTMENT MANAGEMENT, LLC Q4 2022 Filing
Filed February 7, 2023
Portfolio Value
$30.0B
Holdings
213
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (213 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CP.TOCANADIAN PAC RY LTD | 30,262,648 | $2.3T | 7530.48% | |
| 2 | AONAON PLC | 5,104,272 | $1.5T | 5110.85% | |
| 3 | MTDMETTLER TOLEDO INTERNATIONAL | 962,137 | $1.4T | 4639.54% | |
| 4 | ACNACCENTURE PLC IRELAND | 4,956,243 | $1.3T | 4412.03% | |
| 5 | IBNICICI BANK LIMITED | 58,357,392 | $1.3T | 4261.64% | |
| 6 | TEAMATLASSIAN CORPORATION | 9,503,757 | $1.2T | 4079.83% | |
| 7 | WCNWASTE CONNECTIONS INC | 9,034,829 | $1.2T | 3995.47% | |
| 8 | ASMLASML HOLDING N V | 2,111,434 | $1.2T | 3848.78% | |
| 9 | ICLRICON PLC | 5,885,414 | $1.1T | 3813.93% | |
| 10 | EPAMEPAM SYS INC | 3,414,098 | $1.1T | 3732.85% | |
| 11 | STESTERIS PLC | 5,563,771 | $1.0T | 3428.05% | |
| 12 | LULULULULEMON ATHLETICA INC | 2,542,211 | $814.5B | 2717.14% | |
| 13 | RMERESMED INC | 3,832,642 | $797.7B | 2661.14% | |
| 14 | TMOTHERMO FISHER SCIENTIFIC INC | 1,287,528 | $709.0B | 2365.37% | |
| 15 | UNHUNITEDHEALTH GROUP INC | 1,243,997 | $659.5B | 2200.28% | |
| 16 | APHAMPHENOL CORP NEW | 8,331,002 | $634.3B | 2116.14% | |
| 17 | LPLALPL FINL HLDGS INC | 2,556,276 | $552.6B | 1843.48% | |
| 18 | VVISA INC | 2,635,849 | $547.6B | 1826.91% | |
| 19 | AJGGALLAGHER ARTHUR J & CO | 2,688,886 | $507.0B | 1691.26% | |
| 20 | SYKSTRYKER CORPORATION | 2,028,981 | $496.1B | 1654.91% | |
| 21 | NVONOVO-NORDISK A S | 3,580,726 | $484.6B | 1616.71% | |
| 22 | RACEFERRARI N V | 1,841,282 | $394.4B | 1315.88% | |
| 23 | MSCIMSCI INC | 815,681 | $379.4B | 1265.81% | |
| 24 | LRCXEURLAM RESEARCH CORP | 881,299 | $370.4B | 1235.71% | |
| 25 | MSFTMICROSOFT CORP | 1,515,413 | $363.4B | 1212.42% | |
| 26 | DDOGDATADOG INC | 4,902,125 | $360.3B | 1202.01% | |
| 27 | MCKMCKESSON CORP | 938,931 | $352.2B | 1175.00% | |
| 28 | FNDFLOOR & DECOR HLDGS INC | 4,598,614 | $320.2B | 1068.21% | |
| 29 | ALCALCON AG | 4,655,240 | $319.1B | 1064.59% | |
| 30 | AZNASTRAZENECA PLC | 4,671,385 | $316.7B | 1056.60% | |
| 31 | ODFLOLD DOMINION FREIGHT LINE IN | 1,115,635 | $316.6B | 1056.18% | |
| 32 | AMZNAMAZON COM INC | 3,673,518 | $308.6B | 1029.43% | |
| 33 | HEIHEICO CORP NEW | 2,573,137 | $308.4B | 1028.81% | |
| 34 | BAHBOOZ ALLEN HAMILTON HLDG COR | 2,711,482 | $283.4B | 945.46% | |
| 35 | CTVACORTEVA INC | 4,624,868 | $271.8B | 906.91% | |
| 36 | RGENREPLIGEN CORP | 1,601,982 | $271.2B | 904.85% | |
| 37 | UNPUNION PAC CORP | 1,257,201 | $260.3B | 868.47% | |
| 38 | COSTCOSTCO WHSL CORP NEW | 547,921 | $250.1B | 834.44% | |
| 39 | SNOWSNOWFLAKE INC | 1,593,705 | $228.8B | 763.16% | |
| 40 | ENQENTEGRIS INC | 3,477,983 | $228.1B | 761.02% | |
| 41 | TRI4EURTHOMSON REUTERS CORP. | 1,777,363 | $202.7B | 676.37% | |
| 42 | FERGFERGUSON PLC NEW | 1,529,375 | $194.2B | 647.81% | |
| 43 | EFAISHARES TR | 2,884,902 | $189.4B | 631.73% | |
| 44 | BILLBILL COM HLDGS INC | 1,728,239 | $188.3B | 628.21% | |
| 45 | NOWSERVICENOW INC | 477,385 | $185.4B | 618.35% | |
| 46 | LINLINDE PLC | 378,417 | $123.4B | 411.78% | |
| 47 | WNSNWNS HLDGS LTD | 1,381,721 | $110.5B | 368.71% | |
| 48 | GLOBGLOBANT S A | 360,211 | $60.6B | 202.08% | |
| 49 | ASRGRUPO AEROPORTUARIO DEL SURE | 247,623 | $57.7B | 192.47% | |
| 50 | ZTOZTO EXPRESS CAYMAN INC | 2,077,363 | $55.8B | 186.21% | |
| 51 | ADUSADDUS HOMECARE CORP | 514,509 | $51.2B | 170.77% | |
| 52 | AZTAAZENTA INC | 875,315 | $51.0B | 170.01% | |
| 53 | FNFABRINET | 358,298 | $45.9B | 153.26% | |
| 54 | DAVAENDAVA PLC | 517,195 | $39.6B | 131.99% | |
| 55 | 2JEFOCUS FINL PARTNERS INC | 1,028,893 | $38.3B | 127.93% | |
| 56 | IPARINTER PARFUMS INC | 379,806 | $36.7B | 122.29% | |
| 57 | PAHUSDELEMENT SOLUTIONS INC | 1,971,677 | $35.9B | 119.64% | |
| 58 | PCORPROCORE TECHNOLOGIES INC | 695,004 | $32.8B | 109.39% | |
| 59 | PLUSEPLUS INC | 704,781 | $31.2B | 104.11% | |
| 60 | ESGRENSTAR GROUP LIMITED | 134,398 | $31.1B | 103.59% | |
| 61 | EMEEMCOR GROUP INC | 206,317 | $30.6B | 101.94% | |
| 62 | VRRMVERRA MOBILITY CORP | 2,136,947 | $29.6B | 98.59% | |
| 63 | ICUIICU MED INC | 177,897 | $28.0B | 93.46% | |
| 64 | LSTRLANDSTAR SYS INC | 171,891 | $28.0B | 93.41% | |
| 65 | GOGROCERY OUTLET HLDG CORP | 912,664 | $26.6B | 88.87% | |
| 66 | BECNUSDBEACON ROOFING SUPPLY INC | 486,447 | $25.7B | 85.67% | |
| 67 | UNFUNIFIRST CORP MASS | 129,632 | $25.0B | 83.46% | |
| 68 | —LESLIES INC | 2,004,261 | $24.5B | 81.64% | |
| 69 | DORMDORMAN PRODS INC | 297,875 | $24.1B | 80.36% | |
| 70 | ACWIISHARES TR | 273,141 | $23.2B | 77.34% | |
| 71 | WHWYNDHAM HOTELS & RESORTS INC | 320,670 | $22.9B | 76.28% | |
| 72 | CWKCUSHMAN WAKEFIELD PLC | 1,804,933 | $22.5B | 75.02% | |
| 73 | VRTSVIRTUS INVT PARTNERS INC | 113,801 | $21.8B | 72.68% | |
| 74 | VLRSCONTROLADORA VUELA COMP DE A | 2,535,713 | $21.2B | 70.72% | |
| 75 | AMWDAMERICAN WOODMARK CORPORATIO | 423,440 | $20.7B | 69.02% | |
| 76 | OLLIOLLIES BARGAIN OUTLET HLDGS | 414,425 | $19.4B | 64.76% | |
| 77 | MZTILANCASTER COLONY CORP | 98,296 | $19.4B | 64.70% | |
| 78 | PLNTPLANET FITNESS INC | 223,735 | $17.6B | 58.81% | |
| 79 | CRMTAMERICAS CAR-MART INC | 243,234 | $17.6B | 58.63% | |
| 80 | FIVNFIVE9 INC | 257,296 | $17.5B | 58.25% | |
| 81 | CPNGCOUPANG INC | 1,176,151 | $17.3B | 57.72% | |
| 82 | PFGCPERFORMANCE FOOD GROUP CO | 295,586 | $17.3B | 57.58% | |
| 83 | DC4DEXCOM INC | 146,404 | $16.6B | 55.31% | |
| 84 | REXRREXFORD INDL RLTY INC | 294,074 | $16.1B | 53.60% | |
| 85 | PRIPRIMERICA INC | 112,345 | $15.9B | 53.15% | |
| 86 | WEXWEX INC | 95,807 | $15.7B | 52.30% | |
| 87 | ETWOGBPE2OPEN PARENT HOLDINGS INC | 2,662,818 | $15.6B | 52.14% | |
| 88 | WSCWILLSCOT MOBIL MINI HLDNG CO | 341,955 | $15.4B | 51.53% | |
| 89 | TTEKTETRA TECH INC NEW | 105,975 | $15.4B | 51.33% | |
| 90 | STVNSTEVANATO GROUP S P A | 855,906 | $15.4B | 51.31% | |
| 91 | CASYCASEYS GEN STORES INC | 66,179 | $14.8B | 49.53% | |
| 92 | PENPENUMBRA INC | 65,788 | $14.6B | 48.82% | |
| 93 | FIVEFIVE BELOW INC | 82,453 | $14.6B | 48.65% | |
| 94 | SMARGBPSMARTSHEET INC | 365,049 | $14.4B | 47.93% | |
| 95 | UFPIUFP INDUSTRIES INC | 178,154 | $14.1B | 47.10% | |
| 96 | FOURSHIFT4 PMTS INC | 251,959 | $14.1B | 47.01% | |
| 97 | ESTCELASTIC N V | 273,525 | $14.1B | 46.99% | |
| 98 | WINGWINGSTOP INC | 100,860 | $13.9B | 46.30% | |
| 99 | MTDRMATADOR RES CO | 236,418 | $13.5B | 45.14% | |
| 100 | MLNKMERIDIANLINK INC | 983,579 | $13.5B | 45.05% |
Page 1 of 3Next