WCM INVESTMENT MANAGEMENT, LLC Q4 2024 Filing
Filed January 28, 2025
Portfolio Value
$42.5B
Holdings
288
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (288 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SESEA LTD | 25,663,667 | $2.8T | 6486.54% | |
| 2 | APPAPPLOVIN CORP | 6,927,558 | $2.3T | 5463.66% | |
| 3 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 9,674,965 | $1.9T | 4559.23% | |
| 4 | SPOTSPOTIFY TECHNOLOGY S A | 3,789,283 | $1.7T | 4025.87% | |
| 5 | CPCANADIAN PACIFIC KANSAS CITY | 22,598,823 | $1.6T | 3824.23% | |
| 6 | IBNICICI BANK LIMITED | 53,688,823 | $1.6T | 3804.08% | |
| 7 | LINLINDE PLC | 3,329,891 | $1.4T | 3270.54% | |
| 8 | ICLRICON PLC | 6,334,890 | $1.3T | 3123.06% | |
| 9 | AMZNAMAZON COM INC | 5,816,137 | $1.3T | 3026.79% | |
| 10 | ACGLARCH CAP GROUP LTD | 13,426,213 | $1.2T | 2901.27% | |
| 11 | CPNGCOUPANG INC | 49,608,511 | $1.1T | 2592.19% | |
| 12 | WCNWASTE CONNECTIONS INC | 6,365,380 | $1.1T | 2562.23% | |
| 13 | ASMLASML HOLDING N V | 1,557,144 | $1.1T | 2549.16% | |
| 14 | TEAMATLASSIAN CORPORATION | 4,319,405 | $1.1T | 2509.94% | |
| 15 | MNDYMONDAY COM LTD | 4,061,614 | $955.7B | 2247.34% | |
| 16 | STESTERIS PLC | 4,497,191 | $922.3B | 2168.86% | |
| 17 | GEGE AEROSPACE | 5,445,987 | $915.5B | 2152.83% | |
| 18 | MLB1MERCADOLIBRE INC | 499,405 | $859.9B | 2022.10% | |
| 19 | NVDANVIDIA CORPORATION | 6,086,338 | $836.8B | 1967.86% | |
| 20 | NUNU HLDGS LTD | 78,151,351 | $832.3B | 1957.28% | |
| 21 | MSFTMICROSOFT CORP | 1,908,720 | $810.9B | 1906.88% | |
| 22 | AONAON PLC | 2,045,778 | $732.3B | 1722.15% | |
| 23 | GEVGE VERNOVA INC | 2,068,138 | $683.0B | 1606.21% | |
| 24 | GDDYGODADDY INC | 3,404,066 | $678.9B | 1596.61% | |
| 25 | ANETARISTA NETWORKS INC | 6,053,181 | $674.6B | 1586.46% | |
| 26 | VVISA INC | 2,115,375 | $667.0B | 1568.52% | |
| 27 | AJGGALLAGHER ARTHUR J & CO | 2,328,997 | $662.5B | 1557.96% | |
| 28 | ISRGINTUITIVE SURGICAL INC | 1,186,662 | $625.3B | 1470.52% | |
| 29 | DDOGDATADOG INC | 4,291,938 | $618.8B | 1455.11% | |
| 30 | MCKMCKESSON CORP | 1,082,037 | $617.6B | 1452.29% | |
| 31 | UNHUNITEDHEALTH GROUP INC | 1,211,222 | $615.1B | 1446.38% | |
| 32 | ILMNILLUMINA INC | 4,129,855 | $551.6B | 1297.21% | |
| 33 | LPLALPL FINL HLDGS INC | 1,641,615 | $536.8B | 1262.29% | |
| 34 | RGAREINSURANCE GRP OF AMERICA I | 2,480,750 | $526.9B | 1239.09% | |
| 35 | ENQENTEGRIS INC | 4,784,238 | $476.2B | 1119.89% | |
| 36 | VRTXVERTEX PHARMACEUTICALS INC | 1,091,522 | $435.9B | 1025.07% | |
| 37 | FRPTFRESHPET INC | 2,881,855 | $430.8B | 1013.10% | |
| 38 | CTVACORTEVA INC | 6,879,417 | $389.1B | 915.01% | |
| 39 | BAHBOOZ ALLEN HAMILTON HLDG COR | 2,704,376 | $347.1B | 816.32% | |
| 40 | NVONOVO-NORDISK A S | 4,031,124 | $345.6B | 812.69% | |
| 41 | RACEFERRARI N V | 790,605 | $337.4B | 793.45% | |
| 42 | SAPSAP SE | 1,165,548 | $290.0B | 682.02% | |
| 43 | AZNASTRAZENECA PLC | 3,730,533 | $244.6B | 575.23% | |
| 44 | CLSCELESTICA INC | 1,835,898 | $172.2B | 405.05% | |
| 45 | UBSUBS GROUP AG | 5,185,333 | $159.0B | 373.86% | |
| 46 | FERGFERGUSON ENTERPRISES INC | 805,533 | $139.8B | 328.81% | |
| 47 | CRCCANADIAN NAT RES LTD | 4,342,053 | $131.4B | 308.98% | |
| 48 | EFAISHARES TR | 1,150,986 | $87.0B | 204.65% | |
| 49 | ADUSADDUS HOMECARE CORP | 471,615 | $59.6B | 140.05% | |
| 50 | BAPCREDICORP LTD | 293,838 | $52.9B | 124.50% | |
| 51 | GRABGRAB HOLDINGS LIMITED | 10,905,595 | $51.9B | 122.07% | |
| 52 | BECNUSDBEACON ROOFING SUPPLY INC | 505,432 | $50.3B | 118.31% | |
| 53 | TTEKTETRA TECH INC NEW | 1,235,862 | $49.2B | 115.67% | |
| 54 | VRRMVERRA MOBILITY CORP | 1,960,334 | $47.2B | 111.10% | |
| 55 | PAHUSDELEMENT SOLUTIONS INC | 1,791,645 | $45.7B | 107.48% | |
| 56 | CLVTRIP COM GROUP LTD | 641,304 | $44.0B | 103.47% | |
| 57 | ICUIICU MED INC | 253,678 | $39.1B | 91.99% | |
| 58 | GLOBGLOBANT S A | 162,744 | $35.4B | 83.17% | |
| 59 | ENSGENSIGN GROUP INC | 261,574 | $34.7B | 81.67% | |
| 60 | BZKANZHUN LIMITED | 2,343,630 | $32.1B | 75.50% | |
| 61 | CWKCUSHMAN WAKEFIELD PLC | 2,437,558 | $31.7B | 74.63% | |
| 62 | PLUSEPLUS INC | 433,148 | $31.7B | 74.52% | |
| 63 | HLMNHILLMAN SOLUTIONS CORP | 3,183,020 | $30.8B | 72.53% | |
| 64 | WHWYNDHAM HOTELS & RESORTS INC | 305,592 | $30.8B | 72.31% | |
| 65 | HAYWHAYWARD HLDGS INC | 1,976,720 | $30.2B | 71.03% | |
| 66 | DORMDORMAN PRODS INC | 213,741 | $28.1B | 65.97% | |
| 67 | FTAIFTAI AVIATION LTD | 217,787 | $27.6B | 64.79% | |
| 68 | ASAMER SPORTS INC | 943,828 | $26.8B | 63.03% | |
| 69 | LSTRLANDSTAR SYS INC | 155,373 | $26.8B | 63.01% | |
| 70 | HCQAMN HEALTHCARE SVCS INC | 1,107,405 | $26.4B | 62.01% | |
| 71 | AZEKAZEK CO INC | 522,312 | $25.1B | 58.92% | |
| 72 | BILLBILL HOLDINGS INC | 288,244 | $24.6B | 57.96% | |
| 73 | IPARINTERPARFUMS INC | 185,226 | $24.2B | 56.89% | |
| 74 | VRTSVIRTUS INVT PARTNERS INC | 108,927 | $24.0B | 56.52% | |
| 75 | CSWCSW INDUSTRIALS INC | 66,605 | $23.6B | 55.44% | |
| 76 | MLNKMERIDIANLINK INC | 1,124,498 | $23.3B | 54.74% | |
| 77 | CRSCARPENTER TECHNOLOGY CORP | 134,756 | $22.5B | 53.02% | |
| 78 | WTMWHITE MTNS INS GROUP LTD | 11,651 | $22.5B | 52.86% | |
| 79 | PLNTPLANET FITNESS INC | 223,609 | $22.3B | 52.42% | |
| 80 | WEAWESTERN ALLIANCE BANCORP | 265,518 | $22.2B | 52.18% | |
| 81 | PFGCPERFORMANCE FOOD GROUP CO | 261,548 | $22.0B | 51.78% | |
| 82 | FIVNFIVE9 INC | 522,611 | $21.3B | 50.04% | |
| 83 | VISTVISTA ENERGY S.A.B. DE C.V. | 390,453 | $21.1B | 49.66% | |
| 84 | BOOTBOOT BARN HLDGS INC | 136,338 | $20.9B | 49.15% | |
| 85 | LRNSTRIDE INC | 197,709 | $20.9B | 49.03% | |
| 86 | CWSTCASELLA WASTE SYS INC | 196,687 | $20.7B | 48.76% | |
| 87 | RMBS*RAMBUS INC DEL | 386,527 | $20.7B | 48.72% | |
| 88 | PRIPRIMERICA INC | 76,117 | $20.5B | 48.27% | |
| 89 | ASHASHLAND INC | 285,488 | $20.2B | 47.62% | |
| 90 | KSPIKASPI KZ JSC | 209,774 | $20.1B | 47.36% | |
| 91 | AITAPPLIED INDL TECHNOLOGIES IN | 84,149 | $20.1B | 47.23% | |
| 92 | EVREVERCORE INC | 70,804 | $19.7B | 46.27% | |
| 93 | SAIASAIA INC | 42,265 | $19.4B | 45.66% | |
| 94 | YETIYETI HLDGS INC | 492,931 | $19.0B | 44.79% | |
| 95 | WEXWEX INC | 111,128 | $19.0B | 44.60% | |
| 96 | DCGODOCGO INC | 4,314,071 | $18.6B | 43.82% | |
| 97 | CHRCHURCHILL DOWNS INC | 138,841 | $18.6B | 43.80% | |
| 98 | MRCYMERCURY SYS INC | 441,792 | $18.6B | 43.63% | |
| 99 | SPSCSPS COMM INC | 100,796 | $18.5B | 43.48% | |
| 100 | VLRSCONTROLADORA VUELA COMP DE A | 2,479,591 | $18.4B | 43.32% |
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