WCM INVESTMENT MANAGEMENT, LLC Q1 2020 Filing
Filed May 8, 2020
Portfolio Value
$18.1B
Holdings
180
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (180 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 28,965,549 | $1.4T | 7642.99% | |
| 2 | SHOPSHOPIFY INC | 3,290,730 | $1.4T | 7575.31% | |
| 3 | LULULULULEMON ATHLETICA INC | 6,685,064 | $1.3T | 6996.39% | |
| 4 | CP.TOCANADIAN PAC RY LTD | 5,760,029 | $1.3T | 6983.65% | |
| 5 | RMERESMED INC | 8,168,740 | $1.2T | 6643.14% | |
| 6 | ACNACCENTURE PLC IRELAND | 7,140,160 | $1.2T | 6436.24% | |
| 7 | ASMLASML HOLDING N V | 4,086,318 | $1.1T | 5903.11% | |
| 8 | MLB1MERCADOLIBRE INC | 2,074,211 | $1.0T | 5595.43% | |
| 9 | CBCHUBB LIMITED | 8,554,031 | $955.4B | 5275.09% | |
| 10 | HDBHDFC BANK LTD | 22,871,281 | $879.6B | 4856.74% | |
| 11 | MTDMETTLER TOLEDO INTERNATIONAL | 1,251,697 | $864.3B | 4772.15% | |
| 12 | STESTERIS PLC | 5,079,325 | $711.0B | 3925.42% | |
| 13 | ICLRICON PLC | 3,823,779 | $520.0B | 2871.29% | |
| 14 | SYKSTRYKER CORP | 1,425,836 | $237.4B | 1310.70% | |
| 15 | SNNSMITH & NEPHEW GROUP PLC | 6,585,160 | $236.2B | 1304.20% | |
| 16 | ALCALCON INC | 4,612,978 | $234.4B | 1294.38% | |
| 17 | VVISA INC | 1,368,596 | $220.5B | 1217.50% | |
| 18 | WSTWEST PHARMACEUTICAL SVSC INC | 1,410,819 | $214.8B | 1185.97% | |
| 19 | 8CWCROWN CASTLE INTL CORP NEW | 1,190,140 | $171.9B | 948.88% | |
| 20 | GGGGRACO INC | 3,329,946 | $162.3B | 895.94% | |
| 21 | ECLECOLAB INC | 953,023 | $148.5B | 819.97% | |
| 22 | AKXANSYS INC | 622,947 | $144.8B | 799.58% | |
| 23 | FRCBFIRST REP BK SAN FRANCISCO C | 1,749,157 | $143.9B | 794.64% | |
| 24 | TMOTHERMO FISHER SCIENTIFIC INC | 481,842 | $136.7B | 754.49% | |
| 25 | COSTCOSTCO WHSL CORP NEW | 458,704 | $130.8B | 722.14% | |
| 26 | CNRCANADIAN NATL RY CO | 1,646,813 | $127.8B | 705.86% | |
| 27 | MSCIMSCI INC | 440,845 | $127.4B | 703.35% | |
| 28 | VRSKVERISK ANALYTICS INC | 902,560 | $125.8B | 694.58% | |
| 29 | ILMNILLUMINA INC | 452,254 | $123.5B | 682.00% | |
| 30 | RACEFERRARI N V | 740,201 | $115.8B | 639.15% | |
| 31 | BSXBOSTON SCIENTIFIC CORP | 3,384,521 | $110.4B | 609.76% | |
| 32 | COOCOOPER COS INC | 388,498 | $107.1B | 591.32% | |
| 33 | SHWSHERWIN WILLIAMS CO | 232,514 | $106.8B | 589.93% | |
| 34 | APHAMPHENOL CORP NEW | 1,444,648 | $105.3B | 581.32% | |
| 35 | CHDCHURCH & DWIGHT INC | 1,582,631 | $101.6B | 560.82% | |
| 36 | ICEINTERCONTINENTAL EXCHANGE IN | 1,248,808 | $100.8B | 556.78% | |
| 37 | HEIHEICO CORP NEW | 1,474,233 | $94.2B | 520.13% | |
| 38 | IDXXIDEXX LABS INC | 290,890 | $70.5B | 389.06% | |
| 39 | FICOFAIR ISAAC CORP | 213,779 | $65.8B | 363.18% | |
| 40 | BABAALIBABA GROUP HLDG LTD | 178,100 | $34.6B | 191.24% | |
| 41 | WNSNWNS HOLDINGS LTD | 475,883 | $20.5B | 112.93% | |
| 42 | NBISYANDEX N V | 582,585 | $19.8B | 109.53% | |
| 43 | HCSGHEALTHCARE SVCS GROUP INC | 782,466 | $18.7B | 103.30% | |
| 44 | JLLJONES LANG LASALLE INC | 176,473 | $17.8B | 98.39% | |
| 45 | UNFUNIFIRST CORP MASS | 114,574 | $17.3B | 95.58% | |
| 46 | 2JEFOCUS FINL PARTNERS INC | 697,825 | $16.1B | 88.66% | |
| 47 | PLUSEPLUS INC | 250,044 | $15.7B | 86.45% | |
| 48 | ENSENERSYS | 309,041 | $15.3B | 84.50% | |
| 49 | ESGRENSTAR GROUP LIMITED | 91,911 | $14.6B | 80.71% | |
| 50 | —CABOT MICROELECTRONICS CORP | 124,788 | $14.2B | 78.64% | |
| 51 | CRMTAMERICAS CAR MART INC | 226,415 | $12.8B | 70.44% | |
| 52 | CR1USDCRANE CO | 221,781 | $10.9B | 60.22% | |
| 53 | VRTSVIRTUS INVT PARTNERS INC | 141,406 | $10.8B | 59.42% | |
| 54 | ADUSADDUS HOMECARE CORP | 154,878 | $10.5B | 57.81% | |
| 55 | —NATUS MED INC DEL | 450,316 | $10.4B | 57.51% | |
| 56 | EFAISHARES TR | 193,766 | $10.4B | 57.20% | |
| 57 | MANHMANHATTAN ASSOCS INC | 193,974 | $9.7B | 53.36% | |
| 58 | VRRMVERRA MOBILITY CORP | 1,342,165 | $9.6B | 52.91% | |
| 59 | OPLNKAR AUCTION SVCS INC | 791,032 | $9.5B | 52.41% | |
| 60 | BECNUSDBEACON ROOFING SUPPLY INC | 571,845 | $9.5B | 52.22% | |
| 61 | GLOBGLOBANT S A | 105,839 | $9.3B | 51.35% | |
| 62 | EMEEMCOR GROUP INC | 149,613 | $9.2B | 50.65% | |
| 63 | SPUSDSP PLUS CORP | 436,184 | $9.1B | 49.97% | |
| 64 | EPAMEPAM SYS INC | 48,457 | $9.0B | 49.68% | |
| 65 | SMTCSEMTECH CORP | 212,401 | $8.0B | 43.98% | |
| 66 | AXONAXON ENTERPRISE INC | 109,429 | $7.7B | 42.76% | |
| 67 | WINGWINGSTOP INC | 95,921 | $7.6B | 42.21% | |
| 68 | TNDMTANDEM DIABETES CARE INC | 116,016 | $7.5B | 41.22% | |
| 69 | LHCGUSDLHC GROUP INC | 51,473 | $7.2B | 39.84% | |
| 70 | DORMDORMAN PRODUCTS INC | 127,995 | $7.1B | 39.06% | |
| 71 | PENPENUMBRA INC | 42,513 | $6.9B | 37.87% | |
| 72 | TTEKTETRA TECH INC NEW | 93,520 | $6.6B | 36.46% | |
| 73 | REXRREXFORD INDL RLTY INC | 159,792 | $6.6B | 36.18% | |
| 74 | LSTRLANDSTAR SYS INC | 68,291 | $6.5B | 36.14% | |
| 75 | TRHCEURTABULA RASA HEALTHCARE INC | 124,299 | $6.5B | 35.88% | |
| 76 | NFLXNETFLIX INC | 17,291 | $6.5B | 35.85% | |
| 77 | COLDAMERICOLD RLTY TR | 189,850 | $6.5B | 35.68% | |
| 78 | LPSNUSDLIVEPERSON INC | 282,377 | $6.4B | 35.47% | |
| 79 | BLBLACKLINE INC | 121,184 | $6.4B | 35.20% | |
| 80 | CRLCHARLES RIV LABS INTL INC | 50,355 | $6.4B | 35.09% | |
| 81 | —UNIVERSAL FST PRODS INC | 170,130 | $6.3B | 34.94% | |
| 82 | BCOBRINKS CO | 121,386 | $6.3B | 34.89% | |
| 83 | MRCYMERCURY SYS INC | 88,314 | $6.3B | 34.78% | |
| 84 | ESTCELASTIC N V | 112,070 | $6.3B | 34.54% | |
| 85 | —HEMISPHERE MEDIA GROUP INC | 727,500 | $6.2B | 34.30% | |
| 86 | PLNTPLANET FITNESS INC | 125,448 | $6.1B | 33.73% | |
| 87 | PFGCPERFORMANCE FOOD GROUP CO | 246,967 | $6.1B | 33.71% | |
| 88 | MMSIMERIT MED SYS INC | 192,735 | $6.0B | 33.26% | |
| 89 | OMCLOMNICELL INC | 91,189 | $6.0B | 33.02% | |
| 90 | CASSCASS INFORMATION SYS INC | 169,016 | $5.9B | 32.81% | |
| 91 | CASYCASEYS GEN STORES INC | 44,353 | $5.9B | 32.44% | |
| 92 | EXASEXACT SCIENCES CORP | 100,723 | $5.8B | 32.26% | |
| 93 | IOVAIOVANCE BIOTHERAPEUTICS INC | 194,138 | $5.8B | 32.08% | |
| 94 | ETSYETSY INC | 150,098 | $5.8B | 31.86% | |
| 95 | EBSEMERGENT BIOSOLUTIONS INC | 99,096 | $5.7B | 31.66% | |
| 96 | TXRHTEXAS ROADHOUSE INC | 136,610 | $5.6B | 31.15% | |
| 97 | JBTJOHN BEAN TECHNOLOGIES CORP | 75,459 | $5.6B | 30.94% | |
| 98 | VACMARRIOTT VACTINS WORLDWID CO | 99,921 | $5.6B | 30.67% | |
| 99 | PRIPRIMERICA INC | 62,109 | $5.5B | 30.35% | |
| 100 | INSPINSPIRE MED SYS INC | 89,935 | $5.4B | 29.93% |
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