WCM INVESTMENT MANAGEMENT, LLC Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$31288.3T
Holdings
213
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (213 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CP.TOCANADIAN PAC RY LTD | 29,435,849 | $2264.8T | 7.24% | |
| 2 | TEAMATLASSIAN CORPORATION | 9,532,236 | $1631.6T | 5.21% | |
| 3 | AONAON PLC | 4,996,482 | $1575.3T | 5.03% | |
| 4 | IBNICICI BANK LIMITED | 70,848,478 | $1528.9T | 4.89% | |
| 5 | MTDMETTLER TOLEDO INTERNATIONAL | 924,583 | $1414.8T | 4.52% | |
| 6 | ASMLASML HOLDING N V | 2,068,866 | $1408.3T | 4.50% | |
| 7 | LINLINDE PLC | 3,741,529 | $1329.9T | 4.25% | |
| 8 | ICLRICON PLC | 5,789,447 | $1236.6T | 3.95% | |
| 9 | WCNWASTE CONNECTIONS INC | 8,688,432 | $1208.3T | 3.86% | |
| 10 | STESTERIS PLC | 5,458,724 | $1044.1T | 3.34% | |
| 11 | ACNACCENTURE PLC IRELAND | 3,201,397 | $915.0T | 2.92% | |
| 12 | ACGLARCH CAP GROUP LTD | 12,769,260 | $866.6T | 2.77% | |
| 13 | EPAMEPAM SYS INC | 2,797,068 | $836.3T | 2.67% | |
| 14 | RMERESMED INC | 3,481,580 | $762.4T | 2.44% | |
| 15 | APHAMPHENOL CORP NEW | 7,858,277 | $642.2T | 2.05% | |
| 16 | TMOTHERMO FISHER SCIENTIFIC INC | 981,080 | $565.5T | 1.81% | |
| 17 | UNHUNITEDHEALTH GROUP INC | 1,190,260 | $562.5T | 1.80% | |
| 18 | VVISA INC | 2,476,951 | $558.5T | 1.78% | |
| 19 | NVONOVO-NORDISK A S | 3,502,382 | $557.4T | 1.78% | |
| 20 | SYKSTRYKER CORPORATION | 1,936,252 | $552.7T | 1.77% | |
| 21 | LPLALPL FINL HLDGS INC | 2,464,045 | $498.7T | 1.59% | |
| 22 | AJGGALLAGHER ARTHUR J & CO | 2,570,842 | $491.8T | 1.57% | |
| 23 | RACEFERRARI N V | 1,785,586 | $483.8T | 1.55% | |
| 24 | LRCXEURLAM RESEARCH CORP | 848,145 | $449.6T | 1.44% | |
| 25 | FNDFLOOR & DECOR HLDGS INC | 4,440,779 | $436.2T | 1.39% | |
| 26 | MSCIMSCI INC | 777,078 | $434.9T | 1.39% | |
| 27 | MSFTMICROSOFT CORP | 1,461,260 | $421.3T | 1.35% | |
| 28 | BAHBOOZ ALLEN HAMILTON HLDG COR | 4,147,380 | $384.4T | 1.23% | |
| 29 | AMZNAMAZON COM INC | 3,569,565 | $368.7T | 1.18% | |
| 30 | ODFLOLD DOMINION FREIGHT LINE IN | 1,059,603 | $361.2T | 1.15% | |
| 31 | AZNASTRAZENECA PLC | 5,147,865 | $357.3T | 1.14% | |
| 32 | DDOGDATADOG INC | 4,757,180 | $345.7T | 1.10% | |
| 33 | HEIHEICO CORP NEW | 2,444,676 | $332.2T | 1.06% | |
| 34 | MCKMCKESSON CORP | 899,603 | $320.3T | 1.02% | |
| 35 | ENQENTEGRIS INC | 3,369,334 | $276.3T | 0.88% | |
| 36 | CTVACORTEVA INC | 4,462,282 | $269.1T | 0.86% | |
| 37 | COSTCOSTCO WHSL CORP NEW | 524,324 | $260.5T | 0.83% | |
| 38 | SNOWSNOWFLAKE INC | 1,543,353 | $238.1T | 0.76% | |
| 39 | TRI4EURTHOMSON REUTERS CORP. | 1,774,356 | $230.9T | 0.74% | |
| 40 | NOWSERVICENOW INC | 461,211 | $214.3T | 0.69% | |
| 41 | FERGFERGUSON PLC NEW | 1,579,048 | $211.2T | 0.68% | |
| 42 | BILLBILL HOLDINGS INC | 1,721,498 | $139.7T | 0.45% | |
| 43 | WNSNWNS HLDGS LTD | 1,394,082 | $129.9T | 0.42% | |
| 44 | ASRGRUPO AEROPORTUARIO DEL SURE | 255,120 | $78.2T | 0.25% | |
| 45 | GLOBGLOBANT S A | 405,068 | $66.4T | 0.21% | |
| 46 | ZTOZTO EXPRESS CAYMAN INC | 2,138,931 | $61.3T | 0.20% | |
| 47 | ADUSADDUS HOMECARE CORP | 512,729 | $54.7T | 0.17% | |
| 48 | ALCALCON AG | 745,440 | $52.6T | 0.17% | |
| 49 | FNFABRINET | 368,370 | $43.7T | 0.14% | |
| 50 | AZTAAZENTA INC | 930,677 | $41.5T | 0.13% | |
| 51 | PAHUSDELEMENT SOLUTIONS INC | 1,960,621 | $37.9T | 0.12% | |
| 52 | VRRMVERRA MOBILITY CORP | 2,134,391 | $36.1T | 0.12% | |
| 53 | PLUSEPLUS INC | 697,853 | $34.2T | 0.11% | |
| 54 | ESGRENSTAR GROUP LIMITED | 134,149 | $31.1T | 0.10% | |
| 55 | LSTRLANDSTAR SYS INC | 171,581 | $30.8T | 0.10% | |
| 56 | ICUIICU MED INC | 176,054 | $29.0T | 0.09% | |
| 57 | BECNUSDBEACON ROOFING SUPPLY INC | 483,151 | $28.4T | 0.09% | |
| 58 | 2JEFOCUS FINL PARTNERS INC | 521,106 | $27.0T | 0.09% | |
| 59 | IPARINTER PARFUMS INC | 182,068 | $25.9T | 0.08% | |
| 60 | DORMDORMAN PRODS INC | 297,671 | $25.7T | 0.08% | |
| 61 | GOGROCERY OUTLET HLDG CORP | 901,544 | $25.5T | 0.08% | |
| 62 | EMEEMCOR GROUP INC | 153,553 | $25.0T | 0.08% | |
| 63 | BZKANZHUN LIMITED | 1,305,490 | $24.8T | 0.08% | |
| 64 | OLLIOLLIES BARGAIN OUTLET HLDGS | 409,316 | $23.7T | 0.08% | |
| 65 | UNFUNIFIRST CORP MASS | 130,283 | $23.0T | 0.07% | |
| 66 | —LESLIES INC | 1,995,684 | $22.0T | 0.07% | |
| 67 | AMWDAMERICAN WOODMARK CORPORATIO | 421,685 | $22.0T | 0.07% | |
| 68 | WHWYNDHAM HOTELS & RESORTS INC | 319,091 | $21.7T | 0.07% | |
| 69 | VRTSVIRTUS INVT PARTNERS INC | 112,363 | $21.4T | 0.07% | |
| 70 | RGENREPLIGEN CORP | 125,335 | $21.1T | 0.07% | |
| 71 | VLRSCONTROLADORA VUELA COMP DE A | 1,642,976 | $20.4T | 0.07% | |
| 72 | AMDADVANCED MICRO DEVICES INC | 203,742 | $20.0T | 0.06% | |
| 73 | MZTILANCASTER COLONY CORP | 97,840 | $19.8T | 0.06% | |
| 74 | CPNGCOUPANG INC | 1,226,141 | $19.6T | 0.06% | |
| 75 | CRMTAMERICAS CAR-MART INC | 244,884 | $19.4T | 0.06% | |
| 76 | CWKCUSHMAN WAKEFIELD PLC | 1,802,533 | $19.0T | 0.06% | |
| 77 | FIVNFIVE9 INC | 262,797 | $19.0T | 0.06% | |
| 78 | APGAPI GROUP CORP | 841,558 | $18.9T | 0.06% | |
| 79 | ETWOGBPE2OPEN PARENT HOLDINGS INC | 3,206,078 | $18.7T | 0.06% | |
| 80 | WINGWINGSTOP INC | 100,208 | $18.4T | 0.06% | |
| 81 | FOURSHIFT4 PMTS INC | 239,438 | $18.1T | 0.06% | |
| 82 | PFGCPERFORMANCE FOOD GROUP CO | 297,217 | $17.9T | 0.06% | |
| 83 | WEXWEX INC | 96,184 | $17.7T | 0.06% | |
| 84 | REXRREXFORD INDL RLTY INC | 295,745 | $17.6T | 0.06% | |
| 85 | SAIASAIA INC | 64,561 | $17.6T | 0.06% | |
| 86 | SMARGBPSMARTSHEET INC | 367,074 | $17.5T | 0.06% | |
| 87 | DC4DEXCOM INC | 149,625 | $17.4T | 0.06% | |
| 88 | STVNSTEVANATO GROUP S P A | 664,009 | $17.2T | 0.05% | |
| 89 | MLNKMERIDIANLINK INC | 981,480 | $17.0T | 0.05% | |
| 90 | ESTCELASTIC N V | 283,263 | $16.4T | 0.05% | |
| 91 | WSCWILLSCOT MOBIL MINI HLDNG CO | 343,845 | $16.1T | 0.05% | |
| 92 | SPSCSPS COMM INC | 104,326 | $15.9T | 0.05% | |
| 93 | DAVAENDAVA PLC | 234,961 | $15.8T | 0.05% | |
| 94 | JBTJOHN BEAN TECHNOLOGIES CORP | 143,516 | $15.7T | 0.05% | |
| 95 | TTEKTETRA TECH INC NEW | 106,637 | $15.7T | 0.05% | |
| 96 | FOXFFOX FACTORY HLDG CORP | 126,779 | $15.4T | 0.05% | |
| 97 | AZEKAZEK CO INC | 652,547 | $15.4T | 0.05% | |
| 98 | TXRHTEXAS ROADHOUSE INC | 140,617 | $15.2T | 0.05% | |
| 99 | MTDRMATADOR RES CO | 313,822 | $15.0T | 0.05% | |
| 100 | PRIPRIMERICA INC | 86,683 | $14.9T | 0.05% |
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