WCM INVESTMENT MANAGEMENT, LLC Q1 2025 Filing
Filed April 28, 2025
Portfolio Value
$38.9B
Holdings
278
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (278 positions)
| Stock | Value |
|---|---|
SESEA LTD | $3.3B |
SPOTSPOTIFY TECHNOLOGY S A | $1.9B |
APPAPPLOVIN CORP | $1.8B |
IBNICICI BANK LIMITED | $1.7B |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $1.6B |
LINLINDE PLC | $1.5B |
ACGLARCH CAP GROUP LTD | $1.3B |
WCNWASTE CONNECTIONS INC | $1.2B |
CPCANADIAN PACIFIC KANSAS CITY | $1.2B |
ICLRICON PLC | $1.1B |
AMZNAMAZON COM INC | $1.1B |
CPNGCOUPANG INC | $1.1B |
ASMLASML HOLDING N V | $1.1B |
MLB1MERCADOLIBRE INC | $1.0B |
MNDYMONDAY COM LTD | $1.0B |
STESTERIS PLC | $1.0B |
AONAON PLC | $809.5M |
NUNU HLDGS LTD | $796.8M |
AJGGALLAGHER ARTHUR J & CO | $796.2M |
TEAMATLASSIAN CORPORATION | $745.0M |
MSFTMICROSOFT CORP | $726.3M |
MCKMCKESSON CORP | $723.3M |
VVISA INC | $713.3M |
NVDANVIDIA CORPORATION | $671.4M |
UNHUNITEDHEALTH GROUP INC | $627.6M |
GEGE AEROSPACE | $627.0M |
GDDYGODADDY INC | $620.9M |
ISRGINTUITIVE SURGICAL INC | $585.2M |
LPLALPL FINL HLDGS INC | $550.9M |
VRTXVERTEX PHARMACEUTICALS INC | $541.4M |
RGAREINSURANCE GRP OF AMERICA I | $492.4M |
ANETARISTA NETWORKS INC | $470.6M |
CTVACORTEVA INC | $426.1M |
ILMNILLUMINA INC | $334.3M |
SAPSAP SE | $329.4M |
RACEFERRARI N V | $322.5M |
AZNASTRAZENECA PLC | $295.4M |
NVONOVO-NORDISK A S | $286.6M |
DDOGDATADOG INC | $279.0M |
FRPTFRESHPET INC | $237.2M |
GEVGE VERNOVA INC | $190.8M |
UBSUBS GROUP AG | $167.4M |
CRCCANADIAN NAT RES LTD | $136.4M |
CLSCELESTICA INC | $80.1M |
ENQENTEGRIS INC | $57.4M |
BECNUSDBEACON ROOFING SUPPLY INC | $53.8M |
BAPCREDICORP LTD | $52.6M |
PDDPDD HOLDINGS INC | $49.5M |
ADUSADDUS HOMECARE CORP | $48.1M |
PAHUSDELEMENT SOLUTIONS INC | $38.9M |
CLVTRIP COM GROUP LTD | $37.9M |
TPRTAPESTRY INC | $37.5M |
VRRMVERRA MOBILITY CORP | $37.3M |
ICUIICU MED INC | $33.6M |
ENSGENSIGN GROUP INC | $32.0M |
CRSCARPENTER TECHNOLOGY CORP | $28.6M |
FTAIFTAI AVIATION LTD | $27.2M |
WHWYNDHAM HOTELS & RESORTS INC | $26.1M |
HLMNHILLMAN SOLUTIONS CORP | $26.0M |
HAYWHAYWARD HLDGS INC | $25.6M |
WTMWHITE MTNS INS GROUP LTD | $25.2M |
PLUSEPLUS INC | $25.2M |
AZEKAZEK CO INC | $24.4M |
DORMDORMAN PRODS INC | $24.4M |
SKWDSKYWARD SPECIALTY INS GROUP | $23.4M |
CWKCUSHMAN WAKEFIELD PLC | $23.3M |
BOOTBOOT BARN HLDGS INC | $23.0M |
LSTRLANDSTAR SYS INC | $22.4M |
—WNS HLDGS LTD | $21.8M |
PLNTPLANET FITNESS INC | $21.5M |
CWSTCASELLA WASTE SYS INC | $21.0M |
RMBS*RAMBUS INC DEL | $20.9M |
AITAPPLIED INDL TECHNOLOGIES IN | $20.8M |
BZKANZHUN LIMITED | $20.7M |
BILLBILL HOLDINGS INC | $20.5M |
IPARINTERPARFUMS INC | $20.5M |
HQYHEALTHEQUITY INC | $20.2M |
CVLTCOMMVAULT SYS INC | $19.8M |
MLNKMERIDIANLINK INC | $19.8M |
KSPIKASPI KZ JSC | $19.7M |
MRCYMERCURY SYS INC | $18.9M |
CHEFCHEFS WHSE INC | $18.9M |
LRNSTRIDE INC | $18.7M |
SNSHARKNINJA INC | $18.6M |
INTRINTER & CO INC | $18.2M |
CSWCSW INDUSTRIALS INC | $18.2M |
HALOHALOZYME THERAPEUTICS INC | $18.1M |
VISTVISTA ENERGY S.A.B. DE C.V. | $18.0M |
VRTSVIRTUS INVT PARTNERS INC | $17.7M |
TSAACI WORLDWIDE INC | $17.5M |
GTLSCHART INDS INC | $17.4M |
IEIINSIGHT ENTERPRISES INC | $17.4M |
MZTILANCASTER COLONY CORP | $17.4M |
0J7QIAC INC | $17.3M |
EVREVERCORE INC | $17.3M |
WEAWESTERN ALLIANCE BANCORP | $17.0M |
VRNSVARONIS SYS INC | $16.9M |
EGPEASTGROUP PPTYS INC | $16.9M |
OLLIOLLIES BARGAIN OUTLET HLDGS | $16.7M |
PRIPRIMERICA INC | $16.4M |
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