WCM INVESTMENT MANAGEMENT, LLC Q2 2024 Filing
Filed July 31, 2024
Portfolio Value
$42.3B
Holdings
267
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (267 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CPCANADIAN PACIFIC KANSAS CITY | 30,289,840 | $2.4T | 5654.25% | |
| 2 | ICLRICON PLC | 6,673,480 | $2.1T | 4941.03% | |
| 3 | IBNICICI BANK LIMITED | 63,568,733 | $1.8T | 4359.20% | |
| 4 | ASMLASML HOLDING N V | 1,612,015 | $1.7T | 3917.26% | |
| 5 | WCNWASTE CONNECTIONS INC | 9,339,733 | $1.6T | 3880.78% | |
| 6 | LINLINDE PLC | 3,455,316 | $1.5T | 3595.61% | |
| 7 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 8,531,822 | $1.5T | 3461.39% | |
| 8 | ACGLARCH CAP GROUP LTD | 13,983,544 | $1.4T | 3339.18% | |
| 9 | NUNU HLDGS LTD | 100,502,324 | $1.3T | 3069.41% | |
| 10 | TEAMATLASSIAN CORPORATION | 7,472,043 | $1.3T | 3055.45% | |
| 11 | MLB1MERCADOLIBRE INC | 750,362 | $1.2T | 2945.96% | |
| 12 | AMZNAMAZON COM INC | 5,975,454 | $1.2T | 2794.62% | |
| 13 | SESEA LTD | 15,384,819 | $1.1T | 2709.71% | |
| 14 | CPNGCOUPANG INC | 51,855,457 | $1.1T | 2585.15% | |
| 15 | SPOTSPOTIFY TECHNOLOGY S A | 3,267,870 | $1.0T | 2436.21% | |
| 16 | AONAON PLC | 3,484,817 | $1.0T | 2411.94% | |
| 17 | STESTERIS PLC | 4,705,958 | $1.0T | 2407.69% | |
| 18 | MNDYMONDAY COM LTD | 4,186,698 | $989.2B | 2338.38% | |
| 19 | GEGE AEROSPACE | 5,669,452 | $909.9B | 2150.96% | |
| 20 | MSFTMICROSOFT CORP | 1,938,899 | $878.0B | 2075.51% | |
| 21 | APPAPPLOVIN CORP | 9,791,400 | $813.9B | 1923.83% | |
| 22 | NVDANVIDIA CORPORATION | 6,180,440 | $766.3B | 1811.43% | |
| 23 | DDOGDATADOG INC | 5,362,576 | $688.8B | 1628.26% | |
| 24 | ENQENTEGRIS INC | 5,089,297 | $684.4B | 1617.82% | |
| 25 | AJGGALLAGHER ARTHUR J & CO | 2,604,048 | $677.4B | 1601.23% | |
| 26 | BAHBOOZ ALLEN HAMILTON HLDG COR | 4,225,702 | $660.3B | 1560.75% | |
| 27 | MCKMCKESSON CORP | 1,109,573 | $658.2B | 1555.87% | |
| 28 | UNHUNITEDHEALTH GROUP INC | 1,217,243 | $592.1B | 1399.66% | |
| 29 | NVONOVO-NORDISK A S | 4,034,795 | $583.0B | 1378.08% | |
| 30 | VVISA INC | 2,148,301 | $572.7B | 1353.80% | |
| 31 | ANETEURARISTA NETWORKS INC | 1,587,231 | $552.2B | 1305.41% | |
| 32 | ISRGINTUITIVE SURGICAL INC | 1,224,923 | $545.2B | 1288.82% | |
| 33 | TMOTHERMO FISHER SCIENTIFIC INC | 979,457 | $539.5B | 1275.20% | |
| 34 | LPLALPL FINL HLDGS INC | 1,663,718 | $459.9B | 1087.05% | |
| 35 | FNDFLOOR & DECOR HLDGS INC | 4,490,237 | $452.3B | 1069.05% | |
| 36 | EPAMEPAM SYS INC | 2,250,350 | $416.6B | 984.68% | |
| 37 | RACEFERRARI N V | 936,030 | $383.3B | 905.98% | |
| 38 | CTVACORTEVA INC | 7,018,423 | $376.5B | 890.07% | |
| 39 | ILMNILLUMINA INC | 3,352,887 | $356.9B | 843.76% | |
| 40 | ODFLOLD DOMINION FREIGHT LINE IN | 2,015,153 | $351.4B | 830.61% | |
| 41 | AZNASTRAZENECA PLC | 3,986,286 | $311.6B | 736.68% | |
| 42 | GEVGE VERNOVA INC | 1,398,347 | $246.5B | 582.68% | |
| 43 | FERGFERGUSON PLC NEW | 1,191,048 | $230.4B | 544.67% | |
| 44 | TRITHOMSON REUTERS CORP. | 1,083,003 | $184.6B | 436.46% | |
| 45 | CRCCANADIAN NAT RES LTD | 4,453,589 | $158.8B | 375.41% | |
| 46 | UBSUBS GROUP AG | 5,275,437 | $155.3B | 367.12% | |
| 47 | CLSCELESTICA INC | 2,646,050 | $151.4B | 357.77% | |
| 48 | TTEKTETRA TECH INC NEW | 343,280 | $73.8B | 174.50% | |
| 49 | GLOBGLOBANT S A | 381,901 | $68.5B | 162.00% | |
| 50 | ADUSADDUS HOMECARE CORP | 484,341 | $55.3B | 130.76% | |
| 51 | VRRMVERRA MOBILITY CORP | 1,990,187 | $54.5B | 128.85% | |
| 52 | BAPCREDICORP LTD | 331,494 | $52.7B | 124.65% | |
| 53 | PAHUSDELEMENT SOLUTIONS INC | 1,816,251 | $48.7B | 115.23% | |
| 54 | BECNUSDBEACON ROOFING SUPPLY INC | 516,931 | $47.0B | 111.18% | |
| 55 | APGAPI GROUP CORP | 1,168,752 | $45.0B | 106.28% | |
| 56 | GRABGRAB HOLDINGS LIMITED | 12,035,771 | $42.6B | 100.71% | |
| 57 | FRPTFRESHPET INC | 326,178 | $42.2B | 99.65% | |
| 58 | AZTAAZENTA INC | 808,051 | $42.1B | 99.51% | |
| 59 | RGAREINSURANCE GRP OF AMERICA I | 187,063 | $38.6B | 91.14% | |
| 60 | DESPDESPEGAR COM CORP | 2,918,878 | $38.4B | 90.80% | |
| 61 | ESGRENSTAR GROUP LIMITED | 125,108 | $38.3B | 90.52% | |
| 62 | PLUSEPLUS INC | 464,437 | $33.5B | 79.16% | |
| 63 | FTAIFTAI AVIATION LTD | 319,816 | $32.6B | 76.97% | |
| 64 | ENSGENSIGN GROUP INC | 267,947 | $32.4B | 76.54% | |
| 65 | ICUIICU MED INC | 256,074 | $30.4B | 71.86% | |
| 66 | BOOTBOOT BARN HLDGS INC | 236,232 | $30.3B | 71.68% | |
| 67 | SAIASAIA INC | 66,106 | $30.3B | 71.68% | |
| 68 | CLVTRIP COM GROUP LTD | 620,299 | $29.5B | 69.65% | |
| 69 | KSPIKASPI KZ JSC | 221,463 | $29.3B | 69.25% | |
| 70 | BZKANZHUN LIMITED | 1,508,383 | $29.0B | 68.64% | |
| 71 | LSTRLANDSTAR SYS INC | 155,769 | $28.4B | 67.22% | |
| 72 | HLMNHILLMAN SOLUTIONS CORP | 3,226,531 | $28.4B | 67.12% | |
| 73 | HCQAMN HEALTHCARE SVCS INC | 542,363 | $28.1B | 66.40% | |
| 74 | ESTCELASTIC N V | 243,325 | $27.9B | 66.01% | |
| 75 | AMDADVANCED MICRO DEVICES INC | 172,389 | $27.5B | 64.98% | |
| 76 | ASHASHLAND INC | 289,740 | $27.3B | 64.57% | |
| 77 | FIXCOMFORT SYS USA INC | 85,463 | $27.0B | 63.82% | |
| 78 | GOGROCERY OUTLET HLDG CORP | 1,217,501 | $26.9B | 63.57% | |
| 79 | DORMDORMAN PRODS INC | 295,866 | $26.8B | 63.35% | |
| 80 | CWKCUSHMAN WAKEFIELD PLC | 2,450,103 | $25.4B | 60.00% | |
| 81 | MLNKMERIDIANLINK INC | 1,147,588 | $24.7B | 58.32% | |
| 82 | HAYWHAYWARD HLDGS INC | 1,998,176 | $24.6B | 58.10% | |
| 83 | VRTSVIRTUS INVT PARTNERS INC | 109,533 | $24.2B | 57.18% | |
| 84 | AITAPPLIED INDL TECHNOLOGIES IN | 123,257 | $23.8B | 56.22% | |
| 85 | WHWYNDHAM HOTELS & RESORTS INC | 316,217 | $23.4B | 55.39% | |
| 86 | CWSTCASELLA WASTE SYS INC | 230,861 | $23.0B | 54.46% | |
| 87 | IPARINTER PARFUMS INC | 188,178 | $22.3B | 52.74% | |
| 88 | APPFAPPFOLIO INC | 88,664 | $22.1B | 52.16% | |
| 89 | AZEKAZEK CO INC | 527,724 | $22.0B | 51.93% | |
| 90 | CASYCASEYS GEN STORES INC | 56,756 | $21.7B | 51.37% | |
| 91 | RMBS*RAMBUS INC DEL | 363,656 | $20.6B | 48.66% | |
| 92 | MTSIMACOM TECH SOLUTIONS HLDGS I | 186,960 | $20.5B | 48.46% | |
| 93 | CSWCSW INDUSTRIALS INC | 76,608 | $20.3B | 47.89% | |
| 94 | MZTILANCASTER COLONY CORP | 107,201 | $20.1B | 47.61% | |
| 95 | WEXWEX INC | 114,398 | $20.0B | 47.17% | |
| 96 | YMMFULL TRUCK ALLIANCE CO LTD | 2,392,500 | $19.8B | 46.88% | |
| 97 | AVNTAVIENT CORPORATION | 453,800 | $19.6B | 46.33% | |
| 98 | SPSCSPS COMM INC | 103,552 | $19.5B | 45.98% | |
| 99 | EVREVERCORE INC | 97,908 | $19.3B | 45.71% | |
| 100 | FOURSHIFT4 PMTS INC | 263,602 | $19.3B | 45.69% |
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