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)

StockValue
CPCANADIAN PACIFIC KANSAS CITY
$2.4B
ICLRICON PLC
$2.1B
IBNICICI BANK LIMITED
$1.8B
WCNWASTE CONNECTIONS INC
$1.6B
LINLINDE PLC
$1.5B
TSMTAIWAN SEMICONDUCTOR MFG LTD
$1.5B
ACGLARCH CAP GROUP LTD
$1.4B
NUNU HLDGS LTD
$1.3B
TEAMATLASSIAN CORPORATION
$1.3B
AMZNAMAZON COM INC
$1.2B
SESEA LTD
$1.1B
CPNGCOUPANG INC
$1.1B
SPOTSPOTIFY TECHNOLOGY S A
$1.0B
AONAON PLC
$1.0B
STESTERIS PLC
$1.0B
MNDYMONDAY COM LTD
$989.0M
GEGE AEROSPACE
$909.0M
MSFTMICROSOFT CORP
$878.0M
APPAPPLOVIN CORP
$813.0M
NVDANVIDIA CORPORATION
$766.0M
DDOGDATADOG INC
$688.0M
ENQENTEGRIS INC
$684.0M
AJGGALLAGHER ARTHUR J & CO
$677.0M
BAHBOOZ ALLEN HAMILTON HLDG COR
$660.0M
UNHUNITEDHEALTH GROUP INC
$592.0M
NVONOVO-NORDISK A S
$582.0M
VVISA INC
$572.0M
ANETEURARISTA NETWORKS INC
$552.0M
ISRGINTUITIVE SURGICAL INC
$545.0M
LPLALPL FINL HLDGS INC
$459.0M
FNDFLOOR & DECOR HLDGS INC
$452.0M
EPAMEPAM SYS INC
$416.0M
RACEFERRARI N V
$383.0M
CTVACORTEVA INC
$376.0M
ILMNILLUMINA INC
$356.0M
ODFLOLD DOMINION FREIGHT LINE IN
$351.0M
AZNASTRAZENECA PLC
$311.0M
GEVGE VERNOVA INC
$246.0M
FERGFERGUSON PLC NEW
$230.0M
TRITHOMSON REUTERS CORP.
$184.0M
CRCCANADIAN NAT RES LTD
$158.0M
UBSUBS GROUP AG
$155.0M
CLSCELESTICA INC
$151.0M
TTEKTETRA TECH INC NEW
$73.0M
GLOBGLOBANT S A
$68.0M
ADUSADDUS HOMECARE CORP
$55.0M
VRRMVERRA MOBILITY CORP
$54.0M
BAPCREDICORP LTD
$52.0M
PAHUSDELEMENT SOLUTIONS INC
$48.0M
BECNUSDBEACON ROOFING SUPPLY INC
$47.0M
APGAPI GROUP CORP
$44.0M
GRABGRAB HOLDINGS LIMITED
$42.0M
AZTAAZENTA INC
$42.0M
FRPTFRESHPET INC
$42.0M
RGAREINSURANCE GRP OF AMERICA I
$38.0M
DESPDESPEGAR COM CORP
$38.0M
ESGRENSTAR GROUP LIMITED
$38.0M
PLUSEPLUS INC
$33.0M
FTAIFTAI AVIATION LTD
$32.0M
ENSGENSIGN GROUP INC
$32.0M
SAIASAIA INC
$30.0M
ICUIICU MED INC
$30.0M
BOOTBOOT BARN HLDGS INC
$30.0M
BZKANZHUN LIMITED
$29.0M
CLVTRIP COM GROUP LTD
$29.0M
KSPIKASPI KZ JSC
$29.0M
LSTRLANDSTAR SYS INC
$28.0M
HCQAMN HEALTHCARE SVCS INC
$28.0M
HLMNHILLMAN SOLUTIONS CORP
$28.0M
FIXCOMFORT SYS USA INC
$27.0M
ASHASHLAND INC
$27.0M
AMDADVANCED MICRO DEVICES INC
$27.0M
ESTCELASTIC N V
$27.0M
DORMDORMAN PRODS INC
$26.0M
GOGROCERY OUTLET HLDG CORP
$26.0M
CWKCUSHMAN WAKEFIELD PLC
$25.0M
MLNKMERIDIANLINK INC
$24.0M
HAYWHAYWARD HLDGS INC
$24.0M
VRTSVIRTUS INVT PARTNERS INC
$24.0M
WHWYNDHAM HOTELS & RESORTS INC
$23.0M
CWSTCASELLA WASTE SYS INC
$23.0M
AITAPPLIED INDL TECHNOLOGIES IN
$23.0M
IPARINTER PARFUMS INC
$22.0M
APPFAPPFOLIO INC
$22.0M
AZEKAZEK CO INC
$21.0M
CASYCASEYS GEN STORES INC
$21.0M
RMBS*RAMBUS INC DEL
$20.0M
MTSIMACOM TECH SOLUTIONS HLDGS I
$20.0M
MZTILANCASTER COLONY CORP
$20.0M
CSWCSW INDUSTRIALS INC
$20.0M
EVREVERCORE INC
$19.0M
WEXWEX INC
$19.0M
YMMFULL TRUCK ALLIANCE CO LTD
$19.0M
AVNTAVIENT CORPORATION
$19.0M
FOURSHIFT4 PMTS INC
$19.0M
PRIPRIMERICA INC
$19.0M
JBTJOHN BEAN TECHNOLOGIES CORP
$19.0M
CGNXCOGNEX CORP
$19.0M
SPSCSPS COMM INC
$19.0M
TSAACI WORLDWIDE INC
$18.0M
Page 1 of 3Next