WCM INVESTMENT MANAGEMENT, LLC Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$31.3B
Holdings
213
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (213 positions)
| Stock | Value |
|---|---|
CP.TOCANADIAN PAC RY LTD | $2.3B |
TEAMATLASSIAN CORPORATION | $1.6B |
AONAON PLC | $1.6B |
IBNICICI BANK LIMITED | $1.5B |
MTDMETTLER TOLEDO INTERNATIONAL | $1.4B |
ASMLASML HOLDING N V | $1.4B |
LINLINDE PLC | $1.3B |
ICLRICON PLC | $1.2B |
WCNWASTE CONNECTIONS INC | $1.2B |
STESTERIS PLC | $1.0B |
ACNACCENTURE PLC IRELAND | $915.0M |
ACGLARCH CAP GROUP LTD | $866.6M |
EPAMEPAM SYS INC | $836.3M |
RMERESMED INC | $762.4M |
APHAMPHENOL CORP NEW | $642.2M |
TMOTHERMO FISHER SCIENTIFIC INC | $565.5M |
UNHUNITEDHEALTH GROUP INC | $562.5M |
VVISA INC | $558.5M |
NVONOVO-NORDISK A S | $557.4M |
SYKSTRYKER CORPORATION | $552.7M |
LPLALPL FINL HLDGS INC | $498.7M |
AJGGALLAGHER ARTHUR J & CO | $491.8M |
RACEFERRARI N V | $483.8M |
LRCXEURLAM RESEARCH CORP | $449.6M |
FNDFLOOR & DECOR HLDGS INC | $436.2M |
MSCIMSCI INC | $434.9M |
MSFTMICROSOFT CORP | $421.3M |
BAHBOOZ ALLEN HAMILTON HLDG COR | $384.4M |
AMZNAMAZON COM INC | $368.7M |
ODFLOLD DOMINION FREIGHT LINE IN | $361.2M |
AZNASTRAZENECA PLC | $357.3M |
DDOGDATADOG INC | $345.7M |
HEIHEICO CORP NEW | $332.2M |
MCKMCKESSON CORP | $320.3M |
ENQENTEGRIS INC | $276.3M |
CTVACORTEVA INC | $269.1M |
COSTCOSTCO WHSL CORP NEW | $260.5M |
SNOWSNOWFLAKE INC | $238.1M |
TRI4EURTHOMSON REUTERS CORP. | $230.9M |
NOWSERVICENOW INC | $214.3M |
FERGFERGUSON PLC NEW | $211.2M |
BILLBILL HOLDINGS INC | $139.7M |
WNSNWNS HLDGS LTD | $129.9M |
ASRGRUPO AEROPORTUARIO DEL SURE | $78.2M |
GLOBGLOBANT S A | $66.4M |
ZTOZTO EXPRESS CAYMAN INC | $61.3M |
ADUSADDUS HOMECARE CORP | $54.7M |
ALCALCON AG | $52.6M |
FNFABRINET | $43.7M |
AZTAAZENTA INC | $41.5M |
PAHUSDELEMENT SOLUTIONS INC | $37.9M |
VRRMVERRA MOBILITY CORP | $36.1M |
PLUSEPLUS INC | $34.2M |
ESGRENSTAR GROUP LIMITED | $31.1M |
LSTRLANDSTAR SYS INC | $30.8M |
ICUIICU MED INC | $29.0M |
BECNUSDBEACON ROOFING SUPPLY INC | $28.4M |
2JEFOCUS FINL PARTNERS INC | $27.0M |
IPARINTER PARFUMS INC | $25.9M |
DORMDORMAN PRODS INC | $25.7M |
GOGROCERY OUTLET HLDG CORP | $25.5M |
EMEEMCOR GROUP INC | $25.0M |
BZKANZHUN LIMITED | $24.8M |
OLLIOLLIES BARGAIN OUTLET HLDGS | $23.7M |
UNFUNIFIRST CORP MASS | $23.0M |
—LESLIES INC | $22.0M |
AMWDAMERICAN WOODMARK CORPORATIO | $22.0M |
WHWYNDHAM HOTELS & RESORTS INC | $21.6M |
VRTSVIRTUS INVT PARTNERS INC | $21.4M |
RGENREPLIGEN CORP | $21.1M |
VLRSCONTROLADORA VUELA COMP DE A | $20.4M |
AMDADVANCED MICRO DEVICES INC | $20.0M |
MZTILANCASTER COLONY CORP | $19.8M |
CPNGCOUPANG INC | $19.6M |
CRMTAMERICAS CAR-MART INC | $19.4M |
CWKCUSHMAN WAKEFIELD PLC | $19.0M |
FIVNFIVE9 INC | $19.0M |
APGAPI GROUP CORP | $18.9M |
ETWOGBPE2OPEN PARENT HOLDINGS INC | $18.7M |
WINGWINGSTOP INC | $18.4M |
FOURSHIFT4 PMTS INC | $18.1M |
PFGCPERFORMANCE FOOD GROUP CO | $17.9M |
WEXWEX INC | $17.7M |
REXRREXFORD INDL RLTY INC | $17.6M |
SAIASAIA INC | $17.6M |
SMARGBPSMARTSHEET INC | $17.5M |
DC4DEXCOM INC | $17.4M |
STVNSTEVANATO GROUP S P A | $17.2M |
MLNKMERIDIANLINK INC | $17.0M |
ESTCELASTIC N V | $16.4M |
WSCWILLSCOT MOBIL MINI HLDNG CO | $16.1M |
SPSCSPS COMM INC | $15.9M |
DAVAENDAVA PLC | $15.8M |
JBTJOHN BEAN TECHNOLOGIES CORP | $15.7M |
TTEKTETRA TECH INC NEW | $15.7M |
FOXFFOX FACTORY HLDG CORP | $15.4M |
AZEKAZEK CO INC | $15.4M |
TXRHTEXAS ROADHOUSE INC | $15.2M |
MTDRMATADOR RES CO | $15.0M |
PRIPRIMERICA INC | $14.9M |
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