WCM INVESTMENT MANAGEMENT, LLC Q1 2024 Filing
Filed April 25, 2024
Portfolio Value
$42069.7T
Holdings
247
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (247 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CPCANADIAN PACIFIC KANSAS CITY | 34,555,241 | $3046.7T | 7.24% | |
| 2 | ICLRICON PLC | 6,717,813 | $2256.8T | 5.36% | |
| 3 | TEAMATLASSIAN CORPORATION | 9,443,114 | $1842.4T | 4.38% | |
| 4 | IBNICICI BANK LIMITED | 64,080,774 | $1692.4T | 4.02% | |
| 5 | ASMLASML HOLDING N V | 1,734,299 | $1683.1T | 4.00% | |
| 6 | LINLINDE PLC | 3,489,936 | $1620.4T | 3.85% | |
| 7 | WCNWASTE CONNECTIONS INC | 9,399,601 | $1616.8T | 3.84% | |
| 8 | AONAON PLC | 4,335,658 | $1446.9T | 3.44% | |
| 9 | MLB1MERCADOLIBRE INC | 892,590 | $1349.6T | 3.21% | |
| 10 | ACGLARCH CAP GROUP LTD | 14,117,989 | $1305.1T | 3.10% | |
| 11 | NUNU HLDGS LTD | 99,965,627 | $1192.6T | 2.83% | |
| 12 | STESTERIS PLC | 4,737,200 | $1065.0T | 2.53% | |
| 13 | ACNACCENTURE PLC IRELAND | 2,996,085 | $1038.5T | 2.47% | |
| 14 | GEGENERAL ELECTRIC CO | 5,778,771 | $1014.3T | 2.41% | |
| 15 | AMZNAMAZON COM INC | 4,915,373 | $886.6T | 2.11% | |
| 16 | ANETEURARISTA NETWORKS INC | 3,049,416 | $884.3T | 2.10% | |
| 17 | MSFTMICROSOFT CORP | 1,974,627 | $830.8T | 1.97% | |
| 18 | CPNGCOUPANG INC | 44,926,485 | $799.2T | 1.90% | |
| 19 | MNDYMONDAY COM LTD | 3,225,401 | $728.5T | 1.73% | |
| 20 | ENQENTEGRIS INC | 5,122,052 | $719.9T | 1.71% | |
| 21 | NVDANVIDIA CORPORATION | 795,462 | $718.7T | 1.71% | |
| 22 | ISRGINTUITIVE SURGICAL INC | 1,717,956 | $685.6T | 1.63% | |
| 23 | EPAMEPAM SYS INC | 2,451,959 | $677.1T | 1.61% | |
| 24 | DDOGDATADOG INC | 5,444,203 | $672.9T | 1.60% | |
| 25 | AJGGALLAGHER ARTHUR J & CO | 2,624,447 | $656.2T | 1.56% | |
| 26 | BAHBOOZ ALLEN HAMILTON HLDG COR | 4,252,168 | $631.2T | 1.50% | |
| 27 | VVISA INC | 2,184,894 | $609.8T | 1.45% | |
| 28 | MCKMCKESSON CORP | 1,118,029 | $600.2T | 1.43% | |
| 29 | UNHUNITEDHEALTH GROUP INC | 1,210,548 | $598.9T | 1.42% | |
| 30 | FNDFLOOR & DECOR HLDGS INC | 4,522,019 | $586.1T | 1.39% | |
| 31 | TMOTHERMO FISHER SCIENTIFIC INC | 986,616 | $573.4T | 1.36% | |
| 32 | NVONOVO-NORDISK A S | 4,077,797 | $523.6T | 1.24% | |
| 33 | APPAPPLOVIN CORP | 7,187,062 | $497.5T | 1.18% | |
| 34 | LRCXEURLAM RESEARCH CORP | 484,865 | $471.1T | 1.12% | |
| 35 | RACEFERRARI N V | 1,069,520 | $466.2T | 1.11% | |
| 36 | ILMNILLUMINA INC | 3,377,221 | $463.8T | 1.10% | |
| 37 | LPLALPL FINL HLDGS INC | 1,697,064 | $448.4T | 1.07% | |
| 38 | ODFLOLD DOMINION FREIGHT LINE IN | 1,986,197 | $435.6T | 1.04% | |
| 39 | CTVACORTEVA INC | 7,219,424 | $416.3T | 0.99% | |
| 40 | COSTCOSTCO WHSL CORP NEW | 529,857 | $388.2T | 0.92% | |
| 41 | SNOWSNOWFLAKE INC | 1,848,043 | $298.6T | 0.71% | |
| 42 | FERGFERGUSON PLC NEW | 1,206,574 | $263.6T | 0.63% | |
| 43 | AZNASTRAZENECA PLC | 3,084,031 | $208.9T | 0.50% | |
| 44 | CRCCANADIAN NAT RES LTD | 2,241,367 | $171.1T | 0.41% | |
| 45 | TRITHOMSON REUTERS CORP. | 1,093,760 | $170.4T | 0.41% | |
| 46 | UBSUBS GROUP AG | 5,310,064 | $163.1T | 0.39% | |
| 47 | CLSEURCELESTICA INC | 2,398,352 | $107.8T | 0.26% | |
| 48 | GLOBGLOBANT S A | 324,108 | $65.4T | 0.16% | |
| 49 | TTEKTETRA TECH INC NEW | 337,891 | $62.4T | 0.15% | |
| 50 | SWAVUSDSHOCKWAVE MED INC | 157,800 | $51.4T | 0.12% | |
| 51 | BECNUSDBEACON ROOFING SUPPLY INC | 514,685 | $50.4T | 0.12% | |
| 52 | ADUSADDUS HOMECARE CORP | 487,082 | $50.3T | 0.12% | |
| 53 | VRRMVERRA MOBILITY CORP | 2,001,133 | $50.0T | 0.12% | |
| 54 | BAPCREDICORP LTD | 287,036 | $48.6T | 0.12% | |
| 55 | AZTAAZENTA INC | 796,562 | $48.0T | 0.11% | |
| 56 | HCQAMN HEALTHCARE SVCS INC | 764,997 | $47.8T | 0.11% | |
| 57 | APGAPI GROUP CORP | 1,171,264 | $46.0T | 0.11% | |
| 58 | PAHUSDELEMENT SOLUTIONS INC | 1,825,936 | $45.6T | 0.11% | |
| 59 | SAIASAIA INC | 74,582 | $43.6T | 0.10% | |
| 60 | ESGRENSTAR GROUP LIMITED | 125,742 | $39.1T | 0.09% | |
| 61 | PLUSEPLUS INC | 466,182 | $36.6T | 0.09% | |
| 62 | HLMNHILLMAN SOLUTIONS CORP | 3,245,912 | $34.5T | 0.08% | |
| 63 | ENSGENSIGN GROUP INC | 268,258 | $33.4T | 0.08% | |
| 64 | FNFABRINET | 174,871 | $33.1T | 0.08% | |
| 65 | GRABGRAB HOLDINGS LIMITED | 10,176,826 | $32.0T | 0.08% | |
| 66 | BOOTBOOT BARN HLDGS INC | 331,314 | $31.5T | 0.07% | |
| 67 | HAYWHAYWARD HLDGS INC | 2,009,330 | $30.8T | 0.07% | |
| 68 | AMDADVANCED MICRO DEVICES INC | 170,274 | $30.7T | 0.07% | |
| 69 | LSTRLANDSTAR SYS INC | 156,588 | $30.2T | 0.07% | |
| 70 | DORMDORMAN PRODS INC | 297,514 | $28.7T | 0.07% | |
| 71 | ASHASHLAND INC | 290,677 | $28.3T | 0.07% | |
| 72 | ICUIICU MED INC | 256,946 | $27.6T | 0.07% | |
| 73 | VRTSVIRTUS INVT PARTNERS INC | 110,159 | $27.3T | 0.06% | |
| 74 | AZEKAZEK CO INC | 529,473 | $26.6T | 0.06% | |
| 75 | IPARINTER PARFUMS INC | 189,181 | $26.6T | 0.06% | |
| 76 | WEXWEX INC | 108,569 | $25.8T | 0.06% | |
| 77 | CWKCUSHMAN WAKEFIELD PLC | 2,459,173 | $25.7T | 0.06% | |
| 78 | GOGROCERY OUTLET HLDG CORP | 875,245 | $25.2T | 0.06% | |
| 79 | SMCIUSDSUPER MICRO COMPUTER INC | 24,749 | $25.0T | 0.06% | |
| 80 | WHWYNDHAM HOTELS & RESORTS INC | 317,814 | $24.4T | 0.06% | |
| 81 | PRPERMIAN RESOURCES CORP | 1,367,115 | $24.1T | 0.06% | |
| 82 | AITAPPLIED INDL TECHNOLOGIES IN | 122,093 | $24.1T | 0.06% | |
| 83 | KSPIKASPI KZ JSC | 181,595 | $23.4T | 0.06% | |
| 84 | AVNTAVIENT CORPORATION | 528,106 | $22.9T | 0.05% | |
| 85 | ESTCELASTIC N V | 225,031 | $22.6T | 0.05% | |
| 86 | CWSTCASELLA WASTE SYS INC | 227,819 | $22.5T | 0.05% | |
| 87 | MZTILANCASTER COLONY CORP | 107,830 | $22.4T | 0.05% | |
| 88 | TXRHTEXAS ROADHOUSE INC | 144,112 | $22.3T | 0.05% | |
| 89 | RMBS*RAMBUS INC DEL | 358,747 | $22.2T | 0.05% | |
| 90 | MLNKMERIDIANLINK INC | 1,154,432 | $21.6T | 0.05% | |
| 91 | APPFAPPFOLIO INC | 86,247 | $21.3T | 0.05% | |
| 92 | MTDRMATADOR RES CO | 312,066 | $20.8T | 0.05% | |
| 93 | JBTJOHN BEAN TECHNOLOGIES CORP | 196,673 | $20.6T | 0.05% | |
| 94 | FIVNFIVE9 INC | 329,602 | $20.5T | 0.05% | |
| 95 | PRIPRIMERICA INC | 80,314 | $20.3T | 0.05% | |
| 96 | TREXTREX CO INC | 203,633 | $20.3T | 0.05% | |
| 97 | CASYCASEYS GEN STORES INC | 63,399 | $20.2T | 0.05% | |
| 98 | PFGCPERFORMANCE FOOD GROUP CO | 269,393 | $20.1T | 0.05% | |
| 99 | RRXREGAL REXNORD CORPORATION | 111,430 | $20.1T | 0.05% | |
| 100 | FIVEFIVE BELOW INC | 107,312 | $19.5T | 0.05% |
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