WCM INVESTMENT MANAGEMENT, LLC Q3 2017 Filing
Filed November 6, 2017
Portfolio Value
$7.9B
Holdings
87
Report Date
Q3 2017
Filing Type
13F-HR
All Holdings (87 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CBCHUBB LIMITED | 11,137,460 | $1.6T | 20057.42% | |
| 2 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 19,286,559 | $724.2B | 9149.28% | |
| 3 | HDBHDFC BANK LTD | 7,507,836 | $723.5B | 9140.69% | |
| 4 | ACNACCENTURE PLC IRELAND | 4,988,324 | $673.8B | 8512.08% | |
| 5 | CP.TOCANADIAN PAC RY LTD | 3,811,880 | $640.5B | 8091.85% | |
| 6 | CTRPUSDCTRIP COM INTL LTD | 11,161,060 | $588.6B | 7436.49% | |
| 7 | NBISYANDEX N V | 15,725,395 | $518.2B | 6546.03% | |
| 8 | ICLRICON PLC | 4,047,221 | $460.9B | 5822.72% | |
| 9 | CLBCORE LABORATORIES N V | 4,542,901 | $448.4B | 5664.65% | |
| 10 | RACEFERRARI N V | 982,864 | $108.6B | 1371.83% | |
| 11 | COOCOOPER COS INC | 343,062 | $81.3B | 1027.64% | |
| 12 | APHAMPHENOL CORP NEW | 907,018 | $76.8B | 969.87% | |
| 13 | VVISA INC | 704,206 | $74.1B | 936.28% | |
| 14 | COSTCOSTCO WHSL CORP NEW | 444,465 | $73.0B | 922.51% | |
| 15 | BSXBOSTON SCIENTIFIC CORP | 2,467,438 | $72.0B | 909.29% | |
| 16 | —QUINTILES IMS HOLDINGS INC | 739,410 | $70.3B | 888.07% | |
| 17 | CNRCANADIAN NATL RY CO | 794,834 | $65.9B | 831.94% | |
| 18 | CERNCHFCERNER CORP | 921,254 | $65.7B | 830.07% | |
| 19 | METAFACEBOOK INC | 382,265 | $65.3B | 825.18% | |
| 20 | ECLECOLAB INC | 488,795 | $62.9B | 794.19% | |
| 21 | MLB1MERCADOLIBRE INC | 240,356 | $62.2B | 786.24% | |
| 22 | AMZNAMAZON COM INC | 63,923 | $61.5B | 776.36% | |
| 23 | 8CWCROWN CASTLE INTL CORP NEW | 612,634 | $61.3B | 773.81% | |
| 24 | TSCOTRACTOR SUPPLY CO | 943,470 | $59.7B | 754.37% | |
| 25 | VRSKVERISK ANALYTICS INC | 662,322 | $55.1B | 696.09% | |
| 26 | SLBSCHLUMBERGER LTD | 726,856 | $50.7B | 640.58% | |
| 27 | AG8AGILENT TECHNOLOGIES INC | 721,036 | $46.3B | 584.80% | |
| 28 | TYLTYLER TECHNOLOGIES INC | 264,260 | $46.1B | 581.97% | |
| 29 | SCHWSCHWAB CHARLES CORP NEW | 981,914 | $42.9B | 542.59% | |
| 30 | FRCBFIRST REP BK SAN FRANCISCO C | 400,886 | $41.9B | 529.05% | |
| 31 | EWEDWARDS LIFESCIENCES CORP | 333,439 | $36.4B | 460.46% | |
| 32 | ADUSADDUS HOMECARE CORP | 294,052 | $10.4B | 131.14% | |
| 33 | BABAALIBABA GROUP HLDG LTD | 53,464 | $9.2B | 116.66% | |
| 34 | CRMTAMERICAS CAR MART INC | 209,347 | $8.6B | 108.76% | |
| 35 | —ATLAS FINANCIAL HOLDINGS INC | 450,373 | $8.5B | 107.54% | |
| 36 | UFPTUFP TECHNOLOGIES INC | 280,591 | $7.9B | 99.61% | |
| 37 | TRNSTRANSCAT INC | 481,857 | $6.5B | 82.48% | |
| 38 | UTMUTAH MED PRODS INC | 82,002 | $6.0B | 76.19% | |
| 39 | WINAWINMARK CORP | 44,255 | $5.8B | 73.67% | |
| 40 | GHMGRAHAM CORP | 279,716 | $5.8B | 73.60% | |
| 41 | CASSCASS INFORMATION SYS INC | 86,324 | $5.5B | 69.18% | |
| 42 | SPUSDSP PLUS CORP | 138,369 | $5.5B | 69.05% | |
| 43 | ABEVAMBEV SA | 718,382 | $4.7B | 59.81% | |
| 44 | NGSNATURAL GAS SERVICES GROUP | 161,617 | $4.6B | 57.99% | |
| 45 | THRTHERMON GROUP HLDGS INC | 244,049 | $4.4B | 55.46% | |
| 46 | —CHINA BIOLOGIC PRODS HLDGS I | 46,252 | $4.3B | 53.92% | |
| 47 | AMSWAUSDAMERICAN SOFTWARE INC | 354,119 | $4.0B | 50.82% | |
| 48 | EMBJEMBRAER S A | 171,533 | $3.9B | 48.99% | |
| 49 | PTIP T TELEKOMUNIKASI INDONESIA | 111,565 | $3.8B | 48.35% | |
| 50 | —LUXOFT HLDG INC | 74,484 | $3.6B | 44.98% | |
| 51 | CCFEURCHASE CORP | 30,161 | $3.4B | 42.45% | |
| 52 | —KMG CHEMICALS INC | 57,470 | $3.2B | 39.85% | |
| 53 | JDJD COM INC | 80,920 | $3.1B | 39.05% | |
| 54 | —NATIONAL RESH CORP | 51,478 | $2.8B | 35.16% | |
| 55 | NRCNATIONAL RESH CORP | 73,167 | $2.8B | 34.84% | |
| 56 | ASRGRUPO AEROPORTUARIO DEL SURE | 14,390 | $2.7B | 34.69% | |
| 57 | CLFDCLEARFIELD INC | 200,015 | $2.7B | 34.36% | |
| 58 | CULPCULP INC | 75,796 | $2.5B | 31.36% | |
| 59 | UNFUNIFIRST CORP MASS | 14,742 | $2.2B | 28.21% | |
| 60 | BAPCREDICORP LTD | 10,500 | $2.2B | 27.20% | |
| 61 | SGASAGA COMMUNICATIONS INC | 44,175 | $2.0B | 25.44% | |
| 62 | —NIC INC | 114,750 | $2.0B | 24.86% | |
| 63 | CRWSCROWN CRAFTS INC | 298,273 | $1.9B | 24.50% | |
| 64 | GLOBGLOBANT S A | 47,467 | $1.9B | 24.03% | |
| 65 | —SUN HYDRAULICS CORP | 32,975 | $1.8B | 22.50% | |
| 66 | ENSENERSYS | 25,582 | $1.8B | 22.36% | |
| 67 | MMSMAXIMUS INC | 27,016 | $1.7B | 22.02% | |
| 68 | —NATUS MEDICAL INC DEL | 44,360 | $1.7B | 21.02% | |
| 69 | —CABOT MICROELECTRONICS CORP | 20,045 | $1.6B | 20.24% | |
| 70 | —HFF INC | 37,548 | $1.5B | 18.76% | |
| 71 | BROBROWN & BROWN INC | 28,096 | $1.4B | 17.11% | |
| 72 | —MONOTYPE IMAGING HOLDINGS IN | 59,589 | $1.1B | 14.49% | |
| 73 | VRTSVIRTUS INVT PARTNERS INC | 9,259 | $1.1B | 13.58% | |
| 74 | JLLJONES LANG LASALLE INC | 8,125 | $1.0B | 12.67% | |
| 75 | GRCGORMAN RUPP CO | 29,527 | $962.0M | 12.15% | |
| 76 | DORMDORMAN PRODUCTS INC | 11,517 | $825.0M | 10.42% | |
| 77 | FLIRFLIR SYS INC | 19,045 | $741.0M | 9.36% | |
| 78 | JBSSSANFILIPPO JOHN B & SON INC | 9,627 | $648.0M | 8.19% | |
| 79 | MANHMANHATTAN ASSOCS INC | 12,870 | $535.0M | 6.76% | |
| 80 | GGGGRACO INC | 3,895 | $482.0M | 6.09% | |
| 81 | WYNNWYNN RESORTS LTD | 3,000 | $447.0M | 5.65% | |
| 82 | —US ECOLOGY INC | 7,852 | $422.0M | 5.33% | |
| 83 | WCCWESCO INTL INC | 7,165 | $417.0M | 5.27% | |
| 84 | DYDYCOM INDS INC | 4,615 | $396.0M | 5.00% | |
| 85 | WDAYWORKDAY INC | 3,500 | $369.0M | 4.66% | |
| 86 | JJSFJ & J SNACK FOODS CORP | 2,615 | $343.0M | 4.33% | |
| 87 | CSXCSX CORP | 5,000 | $271.0M | 3.42% |