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)

StockValue
CP.TOCANADIAN PAC RY LTD
$2.3B
AONAON PLC
$1.5B
MTDMETTLER TOLEDO INTERNATIONAL
$1.4B
ACNACCENTURE PLC IRELAND
$1.3B
IBNICICI BANK LIMITED
$1.3B
TEAMATLASSIAN CORPORATION
$1.2B
WCNWASTE CONNECTIONS INC
$1.2B
ASMLASML HOLDING N V
$1.2B
ICLRICON PLC
$1.1B
EPAMEPAM SYS INC
$1.1B
STESTERIS PLC
$1.0B
LULULULULEMON ATHLETICA INC
$814.5M
RMERESMED INC
$797.7M
TMOTHERMO FISHER SCIENTIFIC INC
$709.0M
UNHUNITEDHEALTH GROUP INC
$659.5M
APHAMPHENOL CORP NEW
$634.3M
LPLALPL FINL HLDGS INC
$552.6M
VVISA INC
$547.6M
AJGGALLAGHER ARTHUR J & CO
$507.0M
SYKSTRYKER CORPORATION
$496.1M
NVONOVO-NORDISK A S
$484.6M
RACEFERRARI N V
$394.4M
MSCIMSCI INC
$379.4M
LRCXEURLAM RESEARCH CORP
$370.4M
MSFTMICROSOFT CORP
$363.4M
DDOGDATADOG INC
$360.3M
MCKMCKESSON CORP
$352.2M
FNDFLOOR & DECOR HLDGS INC
$320.2M
ALCALCON AG
$319.1M
AZNASTRAZENECA PLC
$316.7M
ODFLOLD DOMINION FREIGHT LINE IN
$316.6M
AMZNAMAZON COM INC
$308.6M
HEIHEICO CORP NEW
$308.4M
BAHBOOZ ALLEN HAMILTON HLDG COR
$283.4M
CTVACORTEVA INC
$271.8M
RGENREPLIGEN CORP
$271.2M
UNPUNION PAC CORP
$260.3M
COSTCOSTCO WHSL CORP NEW
$250.1M
SNOWSNOWFLAKE INC
$228.8M
ENQENTEGRIS INC
$228.1M
TRI4EURTHOMSON REUTERS CORP.
$202.7M
FERGFERGUSON PLC NEW
$194.2M
EFAISHARES TR
$189.4M
BILLBILL COM HLDGS INC
$188.3M
NOWSERVICENOW INC
$185.4M
LINLINDE PLC
$123.4M
WNSNWNS HLDGS LTD
$110.5M
GLOBGLOBANT S A
$60.6M
ASRGRUPO AEROPORTUARIO DEL SURE
$57.7M
ZTOZTO EXPRESS CAYMAN INC
$55.8M
ADUSADDUS HOMECARE CORP
$51.2M
AZTAAZENTA INC
$51.0M
FNFABRINET
$45.9M
DAVAENDAVA PLC
$39.6M
2JEFOCUS FINL PARTNERS INC
$38.3M
IPARINTER PARFUMS INC
$36.7M
PAHUSDELEMENT SOLUTIONS INC
$35.9M
PCORPROCORE TECHNOLOGIES INC
$32.8M
PLUSEPLUS INC
$31.2M
ESGRENSTAR GROUP LIMITED
$31.1M
EMEEMCOR GROUP INC
$30.6M
VRRMVERRA MOBILITY CORP
$29.6M
ICUIICU MED INC
$28.0M
LSTRLANDSTAR SYS INC
$28.0M
GOGROCERY OUTLET HLDG CORP
$26.6M
BECNUSDBEACON ROOFING SUPPLY INC
$25.7M
UNFUNIFIRST CORP MASS
$25.0M
LESLIES INC
$24.5M
DORMDORMAN PRODS INC
$24.1M
ACWIISHARES TR
$23.2M
WHWYNDHAM HOTELS & RESORTS INC
$22.9M
CWKCUSHMAN WAKEFIELD PLC
$22.5M
VRTSVIRTUS INVT PARTNERS INC
$21.8M
VLRSCONTROLADORA VUELA COMP DE A
$21.2M
AMWDAMERICAN WOODMARK CORPORATIO
$20.7M
OLLIOLLIES BARGAIN OUTLET HLDGS
$19.4M
MZTILANCASTER COLONY CORP
$19.4M
PLNTPLANET FITNESS INC
$17.6M
CRMTAMERICAS CAR-MART INC
$17.6M
FIVNFIVE9 INC
$17.5M
CPNGCOUPANG INC
$17.3M
PFGCPERFORMANCE FOOD GROUP CO
$17.3M
DC4DEXCOM INC
$16.6M
REXRREXFORD INDL RLTY INC
$16.1M
PRIPRIMERICA INC
$15.9M
WEXWEX INC
$15.7M
ETWOGBPE2OPEN PARENT HOLDINGS INC
$15.6M
WSCWILLSCOT MOBIL MINI HLDNG CO
$15.4M
TTEKTETRA TECH INC NEW
$15.4M
STVNSTEVANATO GROUP S P A
$15.4M
CASYCASEYS GEN STORES INC
$14.8M
PENPENUMBRA INC
$14.6M
FIVEFIVE BELOW INC
$14.6M
SMARGBPSMARTSHEET INC
$14.4M
UFPIUFP INDUSTRIES INC
$14.1M
FOURSHIFT4 PMTS INC
$14.1M
ESTCELASTIC N V
$14.1M
WINGWINGSTOP INC
$13.9M
MTDRMATADOR RES CO
$13.5M
MLNKMERIDIANLINK INC
$13.5M
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