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 | Value |
|---|---|
CPCANADIAN PACIFIC KANSAS CITY | $2.8B |
TEAMATLASSIAN CORPORATION | $2.3B |
ICLRICON PLC | $2.0B |
IBNICICI BANK LIMITED | $1.6B |
LINLINDE PLC | $1.5B |
WCNWASTE CONNECTIONS INC | $1.4B |
AONAON PLC | $1.3B |
ACNACCENTURE PLC IRELAND | $1.1B |
STESTERIS PLC | $1.1B |
ACGLARCH CAP GROUP LTD | $1.1B |
DDOGDATADOG INC | $775.0M |
AMZNAMAZON COM INC | $755.0M |
EPAMEPAM SYS INC | $747.0M |
MSFTMICROSOFT CORP | $736.0M |
ANETEURARISTA NETWORKS INC | $716.0M |
VVISA INC | $655.0M |
ENQENTEGRIS INC | $628.0M |
AJGGALLAGHER ARTHUR J & CO | $583.0M |
ISRGINTUITIVE SURGICAL INC | $575.0M |
BAHBOOZ ALLEN HAMILTON HLDG COR | $537.0M |
GEGENERAL ELECTRIC CO | $520.0M |
FNDFLOOR & DECOR HLDGS INC | $514.0M |
MCKMCKESSON CORP | $500.0M |
NVONOVO-NORDISK A S | $436.0M |
ODFLOLD DOMINION FREIGHT LINE IN | $416.0M |
NVDANVIDIA CORPORATION | $389.0M |
LPLALPL FINL HLDGS INC | $387.0M |
RACEFERRARI N V | $373.0M |
SNOWSNOWFLAKE INC | $369.0M |
CTVACORTEVA INC | $341.0M |
FERGFERGUSON PLC NEW | $242.0M |
HEIHEICO CORP NEW | $206.0M |
AZNASTRAZENECA PLC | $204.0M |
TRITHOMSON REUTERS CORP. | $165.0M |
CRCCANADIAN NAT RES LTD | $143.0M |
UBSUBS GROUP AG | $143.0M |
EFAISHARES TR | $86.0M |
FMXFOMENTO ECONOMICO MEXICANO S | $83.0M |
GLOBGLOBANT S A | $83.0M |
CLSEURCELESTICA INC | $67.0M |
NUNU HLDGS LTD | $66.0M |
TTEKTETRA TECH INC NEW | $57.0M |
FNFABRINET | $56.0M |
AZTAAZENTA INC | $54.0M |
VRRMVERRA MOBILITY CORP | $48.0M |
PLUSEPLUS INC | $47.0M |
ADUSADDUS HOMECARE CORP | $47.0M |
PAHUSDELEMENT SOLUTIONS INC | $45.0M |
BAPCREDICORP LTD | $45.0M |
WNSNWNS HLDGS LTD | $43.0M |
APGAPI GROUP CORP | $43.0M |
ESGRENSTAR GROUP LIMITED | $39.0M |
LSTRLANDSTAR SYS INC | $33.0M |
SAIASAIA INC | $33.0M |
BILLBILL HOLDINGS INC | $33.0M |
ENSGENSIGN GROUP INC | $32.0M |
CPNGCOUPANG INC | $31.0M |
AMDADVANCED MICRO DEVICES INC | $30.0M |
HLMNHILLMAN SOLUTIONS CORP | $30.0M |
HAYWHAYWARD HLDGS INC | $29.0M |
SWAVUSDSHOCKWAVE MED INC | $29.0M |
BECNUSDBEACON ROOFING SUPPLY INC | $29.0M |
IPARINTER PARFUMS INC | $29.0M |
WHWYNDHAM HOTELS & RESORTS INC | $28.0M |
MLNKMERIDIANLINK INC | $28.0M |
VRTSVIRTUS INVT PARTNERS INC | $27.0M |
HCQAMN HEALTHCARE SVCS INC | $27.0M |
DORMDORMAN PRODS INC | $26.0M |
GOGROCERY OUTLET HLDG CORP | $25.0M |
AZEKAZEK CO INC | $25.0M |
EMEEMCOR GROUP INC | $25.0M |
RGENREPLIGEN CORP | $24.0M |
ICUIICU MED INC | $24.0M |
ESTCELASTIC N V | $24.0M |
AMWDAMERICAN WOODMARK CORPORATIO | $23.0M |
FIVNFIVE9 INC | $23.0M |
EVREVERCORE INC | $23.0M |
FIVEFIVE BELOW INC | $22.0M |
ASHASHLAND INC | $22.0M |
BOOTBOOT BARN HLDGS INC | $21.0M |
TREXTREX CO INC | $21.0M |
CWKCUSHMAN WAKEFIELD PLC | $21.0M |
AITAPPLIED INDL TECHNOLOGIES IN | $21.0M |
RRXREGAL REXNORD CORPORATION | $21.0M |
WEXWEX INC | $21.0M |
ILMNILLUMINA INC | $20.0M |
ZTOZTO EXPRESS CAYMAN INC | $20.0M |
SPSCSPS COMM INC | $20.0M |
UNFUNIFIRST CORP MASS | $20.0M |
SMARGBPSMARTSHEET INC | $19.0M |
CWSTCASELLA WASTE SYS INC | $19.0M |
MZTILANCASTER COLONY CORP | $19.0M |
PFGCPERFORMANCE FOOD GROUP CO | $18.0M |
MTSIMACOM TECH SOLUTIONS HLDGS I | $18.0M |
WSCWILLSCOT MOBIL MINI HLDNG CO | $18.0M |
PRPERMIAN RESOURCES CORP | $18.0M |
CGNXCOGNEX CORP | $17.0M |
TXRHTEXAS ROADHOUSE INC | $17.0M |
CASYCASEYS GEN STORES INC | $17.0M |
AVNTAVIENT CORPORATION | $17.0M |
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