WCM INVESTMENT MANAGEMENT, LLC Q2 2018 Filing
Filed August 14, 2018
Portfolio Value
$10.5B
Holdings
82
Report Date
Q2 2018
Filing Type
13F-HR
All Holdings (82 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CBCHUBB LIMITED | 12,885,376 | $1.6T | 15606.60% | |
| 2 | ACNACCENTURE PLC IRELAND | 5,693,465 | $931.4B | 8881.22% | |
| 3 | HDBHDFC BANK LTD | 8,843,969 | $928.8B | 8856.42% | |
| 4 | SHOPSHOPIFY INC | 5,802,669 | $846.6B | 8072.20% | |
| 5 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 22,637,189 | $827.6B | 7891.65% | |
| 6 | CP.TOCANADIAN PAC RY LTD | 4,345,771 | $795.4B | 7584.11% | |
| 7 | CLBCORE LABORATORIES N V | 5,285,156 | $667.0B | 6360.49% | |
| 8 | ICLRICON PLC | 4,633,580 | $614.1B | 5855.58% | |
| 9 | MTDMETTLER TOLEDO INTERNATIONAL | 911,127 | $527.2B | 5027.11% | |
| 10 | RYAAYRYANAIR HLDGS PLC | 3,866,003 | $441.6B | 4210.97% | |
| 11 | RACEFERRARI N V | 1,190,092 | $160.7B | 1532.09% | |
| 12 | COSTCOSTCO WHSL CORP NEW | 610,152 | $127.5B | 1215.85% | |
| 13 | VVISA INC | 955,534 | $126.6B | 1206.81% | |
| 14 | COOCOOPER COS INC | 471,725 | $111.1B | 1059.08% | |
| 15 | BSXBOSTON SCIENTIFIC CORP | 3,367,217 | $110.1B | 1049.92% | |
| 16 | APHAMPHENOL CORP NEW | 1,236,532 | $107.8B | 1027.57% | |
| 17 | —STERIS PLC | 1,024,750 | $107.6B | 1026.09% | |
| 18 | VRSKVERISK ANALYTICS INC | 901,346 | $97.0B | 925.13% | |
| 19 | AMZNAMAZON COM INC | 56,999 | $96.9B | 923.86% | |
| 20 | ECLECOLAB INC | 665,039 | $93.3B | 889.89% | |
| 21 | CNRCANADIAN NATL RY CO | 1,123,566 | $91.9B | 875.84% | |
| 22 | MLB1MERCADOLIBRE INC | 303,271 | $90.7B | 864.45% | |
| 23 | 8CWCROWN CASTLE INTL CORP NEW | 833,001 | $89.8B | 856.41% | |
| 24 | SYKSTRYKER CORP | 526,493 | $88.9B | 847.74% | |
| 25 | FRCBFIRST REP BK SAN FRANCISCO C | 881,123 | $85.3B | 813.22% | |
| 26 | TYLTYLER TECHNOLOGIES INC | 358,046 | $79.5B | 758.27% | |
| 27 | ATVIEURACTIVISION BLIZZARD INC | 964,603 | $73.6B | 701.99% | |
| 28 | SCHWSCHWAB CHARLES CORP NEW | 1,344,795 | $68.7B | 655.26% | |
| 29 | WSTWEST PHARMACEUTICAL SVSC INC | 685,420 | $68.1B | 648.93% | |
| 30 | EWEDWARDS LIFESCIENCES CORP | 455,377 | $66.3B | 632.10% | |
| 31 | SLBSCHLUMBERGER LTD | 987,852 | $66.2B | 631.40% | |
| 32 | AG8AGILENT TECHNOLOGIES INC | 979,192 | $60.6B | 577.40% | |
| 33 | UNFUNIFIRST CORP MASS | 56,396 | $10.0B | 95.13% | |
| 34 | BABAALIBABA GROUP HLDG LTD | 49,253 | $9.1B | 87.13% | |
| 35 | CRMTAMERICAS CAR MART INC | 138,683 | $8.6B | 81.85% | |
| 36 | MANHMANHATTAN ASSOCS INC | 178,829 | $8.4B | 80.16% | |
| 37 | NBISYANDEX N V | 231,838 | $8.3B | 79.36% | |
| 38 | CASSCASS INFORMATION SYS INC | 115,844 | $8.0B | 76.02% | |
| 39 | SPUSDSP PLUS CORP | 212,362 | $7.9B | 75.33% | |
| 40 | DYDYCOM INDS INC | 71,289 | $6.7B | 64.25% | |
| 41 | MMSMAXIMUS INC | 105,094 | $6.5B | 62.24% | |
| 42 | JLLJONES LANG LASALLE INC | 39,008 | $6.5B | 61.74% | |
| 43 | THRTHERMON GROUP HLDGS INC | 271,791 | $6.2B | 59.27% | |
| 44 | BROBROWN & BROWN INC | 221,157 | $6.1B | 58.48% | |
| 45 | —NATUS MEDICAL INC DEL | 175,550 | $6.1B | 57.75% | |
| 46 | ENSENERSYS | 78,985 | $5.9B | 56.21% | |
| 47 | WCCWESCO INTL INC | 89,149 | $5.1B | 48.54% | |
| 48 | —HFF INC | 143,863 | $4.9B | 47.12% | |
| 49 | VRTSVIRTUS INVT PARTNERS INC | 36,493 | $4.7B | 44.52% | |
| 50 | —CABOT MICROELECTRONICS CORP | 42,830 | $4.6B | 43.93% | |
| 51 | JDJD COM INC | 109,081 | $4.2B | 40.52% | |
| 52 | GRCGORMAN RUPP CO | 116,554 | $4.1B | 38.89% | |
| 53 | —US ECOLOGY INC | 63,616 | $4.1B | 38.64% | |
| 54 | PAGSPAGSEGURO DIGITAL LTD | 145,662 | $4.0B | 38.54% | |
| 55 | —SUN HYDRAULICS CORP | 83,855 | $4.0B | 38.53% | |
| 56 | —COTIVITI HLDGS INC | 91,423 | $4.0B | 38.47% | |
| 57 | FLIRFLIR SYS INC | 74,790 | $3.9B | 37.06% | |
| 58 | —HEMISPHERE MEDIA GROUP INC | 273,077 | $3.6B | 34.11% | |
| 59 | ADUSADDUS HOMECARE CORP | 59,300 | $3.4B | 32.37% | |
| 60 | CR1USDCRANE CO | 40,855 | $3.3B | 31.22% | |
| 61 | DORMDORMAN PRODUCTS INC | 45,582 | $3.1B | 29.69% | |
| 62 | JBSSSANFILIPPO JOHN B & SON INC | 37,968 | $2.8B | 26.96% | |
| 63 | BAPCREDICORP LTD | 12,307 | $2.8B | 26.42% | |
| 64 | EMBJEMBRAER S A | 108,916 | $2.7B | 25.86% | |
| 65 | —TIVITY HEALTH INC | 73,534 | $2.6B | 24.68% | |
| 66 | ASRGRUPO AEROPORTUARIO DEL SURE | 16,186 | $2.6B | 24.56% | |
| 67 | CTRPUSDCTRIP COM INTL LTD | 53,319 | $2.5B | 24.22% | |
| 68 | YYEURYY INC | 25,008 | $2.5B | 23.96% | |
| 69 | EMEEMCOR GROUP INC | 32,904 | $2.5B | 23.91% | |
| 70 | ESGRENSTAR GROUP LIMITED | 11,907 | $2.5B | 23.53% | |
| 71 | VSMEURVERSUM MATLS INC | 65,170 | $2.4B | 23.09% | |
| 72 | PTIP T TELEKOMUNIKASI INDONESIA | 89,106 | $2.3B | 22.10% | |
| 73 | GGGGRACO INC | 45,687 | $2.1B | 19.70% | |
| 74 | GLOBGLOBANT S A | 36,369 | $2.1B | 19.69% | |
| 75 | JJSFJ & J SNACK FOODS CORP | 10,221 | $1.6B | 14.86% | |
| 76 | HUYAHUYA INC | 39,705 | $1.3B | 12.45% | |
| 77 | METAFACEBOOK INC | 4,000 | $777.0M | 7.41% | |
| 78 | WDAYWORKDAY INC | 3,500 | $424.0M | 4.04% | |
| 79 | NENOBLE CORP PLC | 65,000 | $411.0M | 3.92% | |
| 80 | GIBGROUPE CGI INC | 3,350 | $212.0M | 2.02% | |
| 81 | SONYSONY CORP | 3,973 | $204.0M | 1.95% | |
| 82 | CVXCHEVRON CORP NEW | 1,610 | $204.0M | 1.95% |