WCM INVESTMENT MANAGEMENT, LLC Q2 2019 Filing
Filed August 6, 2019
Portfolio Value
$16.0T
Holdings
151
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (151 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CBCHUBB LIMITED | 14,532,774 | $2.1T | 13.42% | |
| 2 | SHOPSHOPIFY INC | 5,532,109 | $1.7T | 10.41% | |
| 3 | HDBHDFC BANK LTD | 10,095,183 | $1.3T | 8.23% | |
| 4 | MTDMETTLER TOLEDO INTERNATIONAL | 1,548,699 | $1.3T | 8.16% | |
| 5 | CP.TOCANADIAN PAC RY LTD | 5,065,624 | $1.2T | 7.47% | |
| 6 | ACNACCENTURE PLC IRELAND | 6,303,065 | $1.2T | 7.30% | |
| 7 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 25,737,901 | $1.0T | 6.32% | |
| 8 | RMERESMED INC | 7,215,810 | $880.5B | 5.52% | |
| 9 | ASMLASML HOLDING N V | 3,186,018 | $662.5B | 4.15% | |
| 10 | ICLRICON PLC | 3,391,296 | $522.2B | 3.27% | |
| 11 | STESTERIS PLC | 2,612,727 | $384.4B | 2.41% | |
| 12 | ALCALCON INC | 4,024,462 | $249.7B | 1.57% | |
| 13 | VVISA INC | 1,259,556 | $218.6B | 1.37% | |
| 14 | COSTCOSTCO WHSL CORP NEW | 803,045 | $212.2B | 1.33% | |
| 15 | BSXBOSTON SCIENTIFIC CORP | 4,422,942 | $190.1B | 1.19% | |
| 16 | MLB1MERCADOLIBRE INC | 304,754 | $186.4B | 1.17% | |
| 17 | VRSKVERISK ANALYTICS INC | 1,188,546 | $174.1B | 1.09% | |
| 18 | ECLECOLAB INC | 878,009 | $173.4B | 1.09% | |
| 19 | WSTWEST PHARMACEUTICAL SVSC INC | 1,292,187 | $161.7B | 1.01% | |
| 20 | FRCBFIRST REP BK SAN FRANCISCO C | 1,608,709 | $157.1B | 0.98% | |
| 21 | APHAMPHENOL CORP NEW | 1,628,080 | $156.2B | 0.98% | |
| 22 | ILMNILLUMINA INC | 409,279 | $150.7B | 0.94% | |
| 23 | 8CWCROWN CASTLE INTL CORP NEW | 1,099,166 | $143.3B | 0.90% | |
| 24 | SYKSTRYKER CORP | 691,442 | $142.1B | 0.89% | |
| 25 | CNRCANADIAN NATL RY CO | 1,508,977 | $139.6B | 0.87% | |
| 26 | NFLXNETFLIX INC | 359,457 | $132.0B | 0.83% | |
| 27 | COOCOOPER COS INC | 351,437 | $118.4B | 0.74% | |
| 28 | AKXANSYS INC | 568,831 | $116.5B | 0.73% | |
| 29 | SHWSHERWIN WILLIAMS CO | 213,108 | $97.7B | 0.61% | |
| 30 | GGGGRACO INC | 1,932,293 | $97.0B | 0.61% | |
| 31 | AG8AGILENT TECHNOLOGIES INC | 1,285,745 | $96.0B | 0.60% | |
| 32 | SCHWTHE CHARLES SCHWAB CORPORATI | 1,778,346 | $71.5B | 0.45% | |
| 33 | SLBSCHLUMBERGER LTD | 1,294,134 | $51.4B | 0.32% | |
| 34 | UNFUNIFIRST CORP MASS | 123,076 | $23.2B | 0.15% | |
| 35 | MANHMANHATTAN ASSOCS INC | 270,341 | $18.7B | 0.12% | |
| 36 | BABAALIBABA GROUP HLDG LTD | 773,120 | $16.4B | 0.10% | |
| 37 | CRMTAMERICAS CAR MART INC | 187,754 | $16.2B | 0.10% | |
| 38 | SPUSDSP PLUS CORP | 495,776 | $15.8B | 0.10% | |
| 39 | CASSCASS INFORMATION SYS INC | 320,769 | $15.6B | 0.10% | |
| 40 | JLLJONES LANG LASALLE INC | 109,407 | $15.4B | 0.10% | |
| 41 | CR1USDCRANE CO | 181,496 | $15.1B | 0.09% | |
| 42 | DYDYCOM INDS INC | 248,477 | $14.6B | 0.09% | |
| 43 | ENSENERSYS | 201,873 | $13.8B | 0.09% | |
| 44 | VRTSVIRTUS INVT PARTNERS INC | 121,630 | $13.1B | 0.08% | |
| 45 | ESGRENSTAR GROUP LIMITED | 74,669 | $13.0B | 0.08% | |
| 46 | BECNUSDBEACON ROOFING SUPPLY INC | 331,978 | $12.2B | 0.08% | |
| 47 | NBISYANDEX N V | 291,052 | $11.1B | 0.07% | |
| 48 | EMEEMCOR GROUP INC | 124,424 | $11.0B | 0.07% | |
| 49 | —CABOT MICROELECTRONICS CORP | 97,607 | $10.7B | 0.07% | |
| 50 | —EMERALD EXPOSITIONS EVENTS I | 924,514 | $10.3B | 0.06% | |
| 51 | —HFF INC | 225,793 | $10.3B | 0.06% | |
| 52 | ADUSADDUS HOMECARE CORP | 134,532 | $10.1B | 0.06% | |
| 53 | —NATUS MEDICAL INC DEL | 391,646 | $10.1B | 0.06% | |
| 54 | WCCWESCO INTL INC | 197,312 | $10.0B | 0.06% | |
| 55 | PLUSEPLUS INC | 140,261 | $9.7B | 0.06% | |
| 56 | BROBROWN & BROWN INC | 284,342 | $9.5B | 0.06% | |
| 57 | DORMDORMAN PRODUCTS INC | 106,112 | $9.2B | 0.06% | |
| 58 | THRTHERMON GROUP HLDGS INC | 354,975 | $9.1B | 0.06% | |
| 59 | —HEMISPHERE MEDIA GROUP INC | 624,461 | $8.1B | 0.05% | |
| 60 | AMWDAMERICAN WOODMARK CORPORATIO | 88,312 | $7.5B | 0.05% | |
| 61 | JBSSSANFILIPPO JOHN B & SON INC | 92,021 | $7.3B | 0.05% | |
| 62 | FLIRFLIR SYS INC | 109,413 | $5.9B | 0.04% | |
| 63 | —CONTROL4 CORP | 200,133 | $4.8B | 0.03% | |
| 64 | CCFEURCHASE CORP | 39,810 | $4.3B | 0.03% | |
| 65 | —NEENAH INC | 59,760 | $4.0B | 0.03% | |
| 66 | EBSEMERGENT BIOSOLUTIONS INC | 79,720 | $3.9B | 0.02% | |
| 67 | EPAMEPAM SYS INC | 22,150 | $3.8B | 0.02% | |
| 68 | BAPCREDICORP LTD | 15,669 | $3.6B | 0.02% | |
| 69 | VRRMVERRA MOBILITY CORP | 269,935 | $3.5B | 0.02% | |
| 70 | WIXWIX COM LTD | 24,815 | $3.5B | 0.02% | |
| 71 | ASRGRUPO AEROPORTUARIO DEL SURE | 20,324 | $3.3B | 0.02% | |
| 72 | PTIP T TELEKOMUNIKASI INDONESIA | 111,884 | $3.3B | 0.02% | |
| 73 | GLOBGLOBANT S A | 28,264 | $2.9B | 0.02% | |
| 74 | AZULQAZUL S A | 75,407 | $2.5B | 0.02% | |
| 75 | BFAMBRIGHT HORIZONS FAM SOL IN D | 13,963 | $2.1B | 0.01% | |
| 76 | AMZNAMAZON COM INC | 1,062 | $2.0B | 0.01% | |
| 77 | HHR1USDHEADHUNTER GROUP PLC | 122,800 | $2.0B | 0.01% | |
| 78 | OMCLOMNICELL INC | 21,074 | $1.8B | 0.01% | |
| 79 | JBTJOHN BEAN TECHNOLOGIES CORP | 14,762 | $1.8B | 0.01% | |
| 80 | TDOCTELADOC HEALTH INC | 26,558 | $1.8B | 0.01% | |
| 81 | —ELDORADO RESORTS INC | 38,246 | $1.8B | 0.01% | |
| 82 | EEFTEURONET WORLDWIDE INC | 10,287 | $1.7B | 0.01% | |
| 83 | VACMARRIOTT VACTINS WORLDWID CO | 17,161 | $1.7B | 0.01% | |
| 84 | REXRREXFORD INDL RLTY INC | 40,040 | $1.6B | 0.01% | |
| 85 | GDOTGREEN DOT CORP | 32,646 | $1.6B | 0.01% | |
| 86 | PCTYPAYLOCITY HLDG CORP | 16,679 | $1.6B | 0.01% | |
| 87 | ICUIICU MED INC | 6,191 | $1.6B | 0.01% | |
| 88 | ESTCELASTIC N V | 20,886 | $1.6B | 0.01% | |
| 89 | —BIOTELEMETRY INC | 32,346 | $1.6B | 0.01% | |
| 90 | IPHIINPHI CORP | 30,923 | $1.5B | 0.01% | |
| 91 | MMSIMERIT MED SYS INC | 25,520 | $1.5B | 0.01% | |
| 92 | NGVTINGEVITY CORP | 14,404 | $1.5B | 0.01% | |
| 93 | BRKRBRUKER CORP | 29,900 | $1.5B | 0.01% | |
| 94 | WNSNWNS HOLDINGS LTD | 25,120 | $1.5B | 0.01% | |
| 95 | WINGWINGSTOP INC | 15,490 | $1.5B | 0.01% | |
| 96 | BCOBRINKS CO | 18,045 | $1.5B | 0.01% | |
| 97 | —CUBIC CORP | 22,629 | $1.5B | 0.01% | |
| 98 | PRIPRIMERICA INC | 12,124 | $1.5B | 0.01% | |
| 99 | TTEKTETRA TECH INC NEW | 18,444 | $1.4B | 0.01% | |
| 100 | CALYCALLAWAY GOLF CO | 83,636 | $1.4B | 0.01% |
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