WCM INVESTMENT MANAGEMENT, LLC Q2 2022 Filing
Filed August 9, 2022
Portfolio Value
$27.9B
Holdings
202
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (202 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CP.TOCANADIAN PAC RY LTD | 32,011,879 | $2.3T | 8147.74% | |
| 2 | ASMLASML HOLDING N V | 3,225,869 | $1.6T | 5606.60% | |
| 3 | ACNACCENTURE PLC IRELAND | 5,418,492 | $1.5T | 5437.42% | |
| 4 | AONAON PLC | 5,558,579 | $1.5T | 5360.11% | |
| 5 | ICLRICON PLC | 6,423,666 | $1.4T | 5005.35% | |
| 6 | RMERESMED INC | 6,416,199 | $1.4T | 4899.20% | |
| 7 | STESTERIS PLC | 6,104,019 | $1.3T | 4560.57% | |
| 8 | LULULULULEMON ATHLETICA INC | 4,275,427 | $1.2T | 4338.97% | |
| 9 | MTDMETTLER TOLEDO INTERNATIONAL | 1,028,102 | $1.2T | 4225.51% | |
| 10 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 11,147,971 | $932.5B | 3344.36% | |
| 11 | EPAMEPAM SYS INC | 2,659,477 | $817.4B | 2931.63% | |
| 12 | TEAMATLASSIAN CORP PLC | 3,356,842 | $645.7B | 2315.78% | |
| 13 | TMOTHERMO FISHER SCIENTIFIC INC | 1,101,735 | $590.4B | 2117.52% | |
| 14 | SHOPSHOPIFY INC | 14,775,238 | $488.3B | 1751.29% | |
| 15 | APHAMPHENOL CORP NEW | 6,999,087 | $450.5B | 1615.76% | |
| 16 | VVISA INC | 2,230,359 | $445.0B | 1595.77% | |
| 17 | NVONOVO-NORDISK A S | 3,850,053 | $423.8B | 1519.94% | |
| 18 | UNHUNITEDHEALTH GROUP INC | 804,542 | $414.9B | 1488.01% | |
| 19 | NOWSERVICENOW INC | 826,985 | $395.1B | 1417.05% | |
| 20 | ALCALCON AG | 5,675,553 | $392.9B | 1408.94% | |
| 21 | RACEFERRARI N V | 2,060,620 | $380.8B | 1365.69% | |
| 22 | CHDCHURCH & DWIGHT CO INC | 3,989,632 | $368.5B | 1321.50% | |
| 23 | WCNWASTE CONNECTIONS INC | 2,944,003 | $366.9B | 1315.76% | |
| 24 | ODFLOLD DOMINION FREIGHT LINE IN | 1,373,820 | $350.7B | 1257.81% | |
| 25 | SYKSTRYKER CORPORATION | 1,741,405 | $347.3B | 1245.49% | |
| 26 | WSTWEST PHARMACEUTICAL SVSC INC | 1,102,039 | $330.1B | 1183.79% | |
| 27 | MSFTMICROSOFT CORP | 1,261,512 | $328.3B | 1177.47% | |
| 28 | LRCXEURLAM RESEARCH CORP | 760,780 | $324.9B | 1165.17% | |
| 29 | GGGGRACO INC | 5,367,098 | $320.8B | 1150.47% | |
| 30 | NKENIKE INC | 3,085,618 | $318.6B | 1142.57% | |
| 31 | SHWSHERWIN WILLIAMS CO | 1,299,234 | $292.9B | 1050.30% | |
| 32 | MSCIMSCI INC | 698,911 | $290.2B | 1040.86% | |
| 33 | LPLALPL FINL HLDGS INC | 1,533,549 | $285.8B | 1024.89% | |
| 34 | ENQENTEGRIS INC | 2,832,007 | $265.9B | 953.60% | |
| 35 | HEIHEICO CORP NEW | 2,166,427 | $227.2B | 814.95% | |
| 36 | UNPUNION PAC CORP | 1,058,943 | $225.7B | 809.49% | |
| 37 | RGENREPLIGEN CORP | 1,351,327 | $224.1B | 803.76% | |
| 38 | COSTCOSTCO WHSL CORP NEW | 463,072 | $217.6B | 780.28% | |
| 39 | DDOGDATADOG INC | 2,082,597 | $204.9B | 734.72% | |
| 40 | FNDFLOOR & DECOR HLDGS INC | 2,993,285 | $198.4B | 711.40% | |
| 41 | FERGFERGUSON PLC NEW | 1,738,418 | $198.1B | 710.43% | |
| 42 | SNOWSNOWFLAKE INC | 1,304,953 | $186.6B | 669.38% | |
| 43 | EFAISHARES TR | 2,862,063 | $179.8B | 644.91% | |
| 44 | BILLBILL COM HLDGS INC | 1,409,684 | $161.5B | 579.12% | |
| 45 | WNSNWNS HLDGS LTD | 1,572,620 | $116.7B | 418.48% | |
| 46 | GLOBGLOBANT S A | 380,645 | $69.3B | 248.63% | |
| 47 | ZTOZTO EXPRESS CAYMAN INC | 2,325,597 | $60.3B | 216.43% | |
| 48 | ASRGRUPO AEROPORTUARIO DEL SURE | 277,753 | $56.9B | 204.03% | |
| 49 | GOGROCERY OUTLET HLDG CORP | 1,114,457 | $47.8B | 171.46% | |
| 50 | ADUSADDUS HOMECARE CORP | 537,408 | $45.7B | 163.94% | |
| 51 | DAVAENDAVA PLC | 463,346 | $43.2B | 155.06% | |
| 52 | PLUSEPLUS INC | 792,270 | $41.9B | 150.14% | |
| 53 | 2JEFOCUS FINL PARTNERS INC | 1,003,304 | $35.3B | 126.51% | |
| 54 | PAHUSDELEMENT SOLUTIONS INC | 1,937,664 | $34.9B | 125.08% | |
| 55 | VRRMVERRA MOBILITY CORP | 2,139,061 | $33.8B | 121.13% | |
| 56 | DORMDORMAN PRODS INC | 306,874 | $32.9B | 117.96% | |
| 57 | BECNUSDBEACON ROOFING SUPPLY INC | 641,338 | $32.7B | 117.26% | |
| 58 | OLLIOLLIES BARGAIN OUTLET HLDGS | 531,110 | $32.0B | 114.90% | |
| 59 | CRMTAMERICAS CAR-MART INC | 294,003 | $30.0B | 107.46% | |
| 60 | PCORPROCORE TECHNOLOGIES INC | 629,444 | $29.8B | 107.00% | |
| 61 | ESGRENSTAR GROUP LIMITED | 134,280 | $28.3B | 101.41% | |
| 62 | IPARINTER PARFUMS INC | 386,569 | $27.7B | 99.28% | |
| 63 | CWKCUSHMAN WAKEFIELD PLC | 1,837,894 | $27.6B | 99.07% | |
| 64 | FNFABRINET | 319,820 | $26.2B | 93.97% | |
| 65 | AZTAAZENTA INC | 354,710 | $25.4B | 91.05% | |
| 66 | EMEEMCOR GROUP INC | 246,884 | $25.2B | 90.28% | |
| 67 | —LESLIES INC | 1,579,304 | $24.2B | 86.89% | |
| 68 | LSTRLANDSTAR SYS INC | 166,378 | $24.1B | 86.52% | |
| 69 | STVNSTEVANATO GROUP S P A | 1,460,671 | $23.2B | 83.29% | |
| 70 | VRTSVIRTUS INVT PARTNERS INC | 127,544 | $22.9B | 82.31% | |
| 71 | WHWYNDHAM HOTELS & RESORTS INC | 314,884 | $21.0B | 75.29% | |
| 72 | AMWDAMERICAN WOODMARK CORPORATIO | 475,345 | $21.0B | 75.14% | |
| 73 | CXTCRANE HLDGS CO | 235,911 | $20.4B | 73.08% | |
| 74 | XPXP INC | 1,096,958 | $20.1B | 71.95% | |
| 75 | UNFUNIFIRST CORP MASS | 122,628 | $20.0B | 71.90% | |
| 76 | ICUIICU MED INC | 117,325 | $19.7B | 70.74% | |
| 77 | VLRSCONTROLADORA VUELA COMP DE A | 1,825,858 | $19.7B | 70.59% | |
| 78 | CINTCI&T INC | 1,768,153 | $18.6B | 66.58% | |
| 79 | CPNGCOUPANG INC | 1,277,157 | $16.6B | 59.45% | |
| 80 | DLODLOCAL LTD | 612,710 | $16.3B | 58.58% | |
| 81 | FSVFIRSTSERVICE CORP NEW | 135,078 | $16.3B | 58.33% | |
| 82 | PLNTPLANET FITNESS INC | 222,850 | $15.2B | 54.63% | |
| 83 | WEXWEX INC | 95,591 | $15.1B | 54.06% | |
| 84 | SPUSDSP PLUS CORP | 493,198 | $14.8B | 53.26% | |
| 85 | CASYCASEYS GEN STORES INC | 78,040 | $14.6B | 52.18% | |
| 86 | TTEKTETRA TECH INC NEW | 105,611 | $14.2B | 51.09% | |
| 87 | SWAVUSDSHOCKWAVE MED INC | 72,008 | $14.0B | 50.19% | |
| 88 | PFGCPERFORMANCE FOOD GROUP CO | 295,407 | $13.7B | 49.07% | |
| 89 | MRCYMERCURY SYS INC | 222,385 | $13.6B | 48.67% | |
| 90 | WSCWILLSCOT MOBIL MINI HLDNG CO | 418,611 | $13.6B | 48.66% | |
| 91 | TXRHTEXAS ROADHOUSE INC | 181,065 | $13.4B | 48.18% | |
| 92 | PRIPRIMERICA INC | 112,596 | $13.4B | 48.03% | |
| 93 | JBTJOHN BEAN TECHNOLOGIES CORP | 118,947 | $13.0B | 46.79% | |
| 94 | SPTSPROUT SOCIAL INC | 221,386 | $13.0B | 46.73% | |
| 95 | AXONAXON ENTERPRISE INC | 136,020 | $13.0B | 46.65% | |
| 96 | REXRREXFORD INDL RLTY INC | 223,026 | $12.9B | 46.31% | |
| 97 | SAICSCIENCE APPLICATIONS INTL CO | 139,398 | $12.8B | 45.97% | |
| 98 | GBGLOBAL BLUE GROUP HOLDING AG | 2,477,524 | $12.5B | 44.69% | |
| 99 | EEFTEURONET WORLDWIDE INC | 120,543 | $12.4B | 44.51% | |
| 100 | ETWOGBPE2OPEN PARENT HOLDINGS INC | 1,525,758 | $12.4B | 44.32% |
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