WCM INVESTMENT MANAGEMENT, LLC Q4 2023 Filing
Filed January 29, 2024
Portfolio Value
$36.2B
Holdings
250
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (250 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CPCANADIAN PACIFIC KANSAS CITY | 35,113,717 | $2.8T | 7699.39% | |
| 2 | TEAMATLASSIAN CORPORATION | 9,640,536 | $2.3T | 6430.96% | |
| 3 | ICLRICON PLC | 6,869,881 | $2.0T | 5428.90% | |
| 4 | MLB1MERCADOLIBRE INC | 1,162,724 | $1.8T | 5085.51% | |
| 5 | IBNICICI BANK LIMITED | 65,066,057 | $1.6T | 4358.03% | |
| 6 | LINLINDE PLC | 3,553,793 | $1.5T | 4027.11% | |
| 7 | WCNWASTE CONNECTIONS INC | 9,529,490 | $1.4T | 3921.86% | |
| 8 | ASMLASML HOLDING N V | 1,778,050 | $1.3T | 3726.39% | |
| 9 | AONAON PLC | 4,438,294 | $1.3T | 3550.92% | |
| 10 | ACNACCENTURE PLC IRELAND | 3,074,545 | $1.1T | 2989.36% | |
| 11 | STESTERIS PLC | 4,850,134 | $1.1T | 2974.12% | |
| 12 | ACGLARCH CAP GROUP LTD | 14,479,019 | $1.1T | 2965.41% | |
| 13 | DDOGDATADOG INC | 6,290,833 | $775.5B | 2144.68% | |
| 14 | AMZNAMAZON COM INC | 4,925,445 | $755.5B | 2089.18% | |
| 15 | EPAMEPAM SYS INC | 2,502,390 | $747.7B | 2067.68% | |
| 16 | MSFTMICROSOFT CORP | 1,961,939 | $736.3B | 2036.11% | |
| 17 | ANETEURARISTA NETWORKS INC | 3,024,220 | $716.6B | 1981.84% | |
| 18 | VVISA INC | 2,519,197 | $656.0B | 1814.11% | |
| 19 | UNHUNITEDHEALTH GROUP INC | 1,204,167 | $632.1B | 1747.93% | |
| 20 | ENQENTEGRIS INC | 5,173,163 | $628.2B | 1737.17% | |
| 21 | AJGGALLAGHER ARTHUR J & CO | 2,610,081 | $583.2B | 1612.93% | |
| 22 | ISRGINTUITIVE SURGICAL INC | 1,700,806 | $575.5B | 1591.60% | |
| 23 | BAHBOOZ ALLEN HAMILTON HLDG COR | 4,229,460 | $537.8B | 1487.17% | |
| 24 | TMOTHERMO FISHER SCIENTIFIC INC | 989,837 | $527.5B | 1458.82% | |
| 25 | GEGENERAL ELECTRIC CO | 4,056,174 | $520.5B | 1439.37% | |
| 26 | FNDFLOOR & DECOR HLDGS INC | 4,521,719 | $515.0B | 1424.13% | |
| 27 | MCKMCKESSON CORP | 1,093,189 | $500.1B | 1383.08% | |
| 28 | LRCXEURLAM RESEARCH CORP | 600,594 | $474.3B | 1311.56% | |
| 29 | NVONOVO-NORDISK A S | 4,220,198 | $436.7B | 1207.56% | |
| 30 | ODFLOLD DOMINION FREIGHT LINE IN | 1,013,666 | $416.7B | 1152.29% | |
| 31 | NVDANVIDIA CORPORATION | 786,498 | $389.5B | 1077.10% | |
| 32 | LPLALPL FINL HLDGS INC | 1,696,094 | $387.5B | 1071.57% | |
| 33 | RACEFERRARI N V | 1,109,524 | $373.9B | 1033.86% | |
| 34 | SNOWSNOWFLAKE INC | 1,836,366 | $369.5B | 1021.91% | |
| 35 | COSTCOSTCO WHSL CORP NEW | 536,822 | $356.0B | 984.40% | |
| 36 | CTVACORTEVA INC | 7,103,146 | $341.6B | 944.64% | |
| 37 | FERGFERGUSON PLC NEW | 1,255,661 | $242.5B | 670.60% | |
| 38 | HEIHEICO CORP NEW | 1,452,390 | $207.0B | 572.31% | |
| 39 | AZNASTRAZENECA PLC | 3,034,254 | $204.2B | 564.71% | |
| 40 | TRITHOMSON REUTERS CORP. | 1,134,026 | $165.0B | 456.29% | |
| 41 | UBSUBS GROUP AG | 4,635,670 | $143.6B | 397.02% | |
| 42 | CRCCANADIAN NAT RES LTD | 2,192,895 | $143.3B | 396.24% | |
| 43 | EFAISHARES TR | 1,142,675 | $86.0B | 237.85% | |
| 44 | GLOBGLOBANT S A | 346,491 | $83.1B | 229.89% | |
| 45 | FMXFOMENTO ECONOMICO MEXICANO S | 635,633 | $83.0B | 229.57% | |
| 46 | CLSEURCELESTICA INC | 2,292,409 | $67.8B | 187.58% | |
| 47 | NUNU HLDGS LTD | 7,949,908 | $66.5B | 184.01% | |
| 48 | TTEKTETRA TECH INC NEW | 339,938 | $57.1B | 157.98% | |
| 49 | FNFABRINET | 289,305 | $57.0B | 157.54% | |
| 50 | AZTAAZENTA INC | 820,842 | $54.4B | 150.41% | |
| 51 | VRRMVERRA MOBILITY CORP | 2,105,420 | $48.7B | 134.61% | |
| 52 | PLUSEPLUS INC | 583,316 | $47.3B | 130.79% | |
| 53 | ADUSADDUS HOMECARE CORP | 500,326 | $47.2B | 130.62% | |
| 54 | BAPCREDICORP LTD | 303,705 | $45.8B | 126.74% | |
| 55 | PAHUSDELEMENT SOLUTIONS INC | 1,938,907 | $45.5B | 125.84% | |
| 56 | WNSNWNS HLDGS LTD | 689,604 | $43.8B | 121.21% | |
| 57 | APGAPI GROUP CORP | 1,252,056 | $43.5B | 120.42% | |
| 58 | ESGRENSTAR GROUP LIMITED | 132,831 | $39.1B | 108.08% | |
| 59 | BILLBILL HOLDINGS INC | 407,226 | $33.9B | 93.84% | |
| 60 | SAIASAIA INC | 73,973 | $33.2B | 91.73% | |
| 61 | LSTRLANDSTAR SYS INC | 168,738 | $33.0B | 91.27% | |
| 62 | ENSGENSIGN GROUP INC | 288,486 | $32.8B | 90.72% | |
| 63 | CPNGCOUPANG INC | 1,911,052 | $31.3B | 86.51% | |
| 64 | AMDADVANCED MICRO DEVICES INC | 208,051 | $30.9B | 85.59% | |
| 65 | HLMNHILLMAN SOLUTIONS CORP | 3,222,733 | $30.0B | 83.06% | |
| 66 | SWAVUSDSHOCKWAVE MED INC | 155,669 | $29.8B | 82.35% | |
| 67 | BECNUSDBEACON ROOFING SUPPLY INC | 337,206 | $29.7B | 82.01% | |
| 68 | IPARINTER PARFUMS INC | 200,336 | $29.6B | 81.83% | |
| 69 | HAYWHAYWARD HLDGS INC | 2,129,882 | $29.2B | 80.69% | |
| 70 | MLNKMERIDIANLINK INC | 1,144,547 | $28.9B | 79.92% | |
| 71 | WHWYNDHAM HOTELS & RESORTS INC | 351,546 | $28.4B | 78.61% | |
| 72 | VRTSVIRTUS INVT PARTNERS INC | 112,785 | $27.9B | 77.07% | |
| 73 | HCQAMN HEALTHCARE SVCS INC | 368,192 | $27.7B | 76.49% | |
| 74 | DORMDORMAN PRODS INC | 314,741 | $26.6B | 73.67% | |
| 75 | AZEKAZEK CO INC | 669,007 | $25.9B | 71.51% | |
| 76 | GOGROCERY OUTLET HLDG CORP | 946,674 | $25.5B | 70.60% | |
| 77 | EMEEMCOR GROUP INC | 115,982 | $25.1B | 69.35% | |
| 78 | ESTCELASTIC N V | 215,971 | $24.6B | 68.07% | |
| 79 | ICUIICU MED INC | 242,808 | $24.2B | 66.98% | |
| 80 | RGENREPLIGEN CORP | 129,954 | $24.1B | 66.61% | |
| 81 | AMWDAMERICAN WOODMARK CORPORATIO | 254,346 | $23.8B | 65.91% | |
| 82 | FIVNFIVE9 INC | 295,566 | $23.6B | 65.21% | |
| 83 | EVREVERCORE INC | 134,438 | $23.3B | 64.35% | |
| 84 | FIVEFIVE BELOW INC | 106,517 | $22.8B | 62.99% | |
| 85 | ASHASHLAND INC | 265,544 | $22.5B | 62.34% | |
| 86 | BOOTBOOT BARN HLDGS INC | 282,246 | $21.8B | 60.29% | |
| 87 | RRXREGAL REXNORD CORPORATION | 144,139 | $21.5B | 59.59% | |
| 88 | WEXWEX INC | 108,123 | $21.2B | 58.75% | |
| 89 | AITAPPLIED INDL TECHNOLOGIES IN | 121,454 | $21.2B | 58.49% | |
| 90 | CWKCUSHMAN WAKEFIELD PLC | 1,915,865 | $21.1B | 58.28% | |
| 91 | TREXTREX CO INC | 251,159 | $21.0B | 58.15% | |
| 92 | ZTOZTO EXPRESS CAYMAN INC | 986,933 | $20.6B | 56.96% | |
| 93 | ILMNILLUMINA INC | 144,803 | $20.6B | 56.91% | |
| 94 | UNFUNIFIRST CORP MASS | 108,360 | $20.1B | 55.56% | |
| 95 | SPSCSPS COMM INC | 102,107 | $20.0B | 55.40% | |
| 96 | SMARGBPSMARTSHEET INC | 410,878 | $19.8B | 54.85% | |
| 97 | CWSTCASELLA WASTE SYS INC | 227,195 | $19.5B | 54.04% | |
| 98 | MZTILANCASTER COLONY CORP | 114,706 | $19.1B | 52.75% | |
| 99 | PFGCPERFORMANCE FOOD GROUP CO | 268,296 | $18.7B | 51.78% | |
| 100 | PRPERMIAN RESOURCES CORP | 1,378,970 | $18.7B | 51.75% |
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