WCM INVESTMENT MANAGEMENT, LLC Q3 2018 Filing
Filed November 1, 2018
Portfolio Value
$11.2B
Holdings
78
Report Date
Q3 2018
Filing Type
13F-HR
All Holdings (78 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 23,540,605 | $1.0T | 9312.35% | |
| 2 | SHOPSHOPIFY INC | 6,241,877 | $1.0T | 9195.78% | |
| 3 | ACNACCENTURE PLC IRELAND | 5,905,897 | $1.0T | 9004.47% | |
| 4 | CP.TOCANADIAN PAC RY LTD | 4,693,885 | $994.8B | 8911.66% | |
| 5 | CBCHUBB LIMITED | 6,706,938 | $896.3B | 8029.22% | |
| 6 | HDBHDFC BANK LTD | 9,197,532 | $865.5B | 7753.07% | |
| 7 | MTDMETTLER TOLEDO INTERNATIONAL | 1,417,856 | $863.4B | 7734.79% | |
| 8 | ICLRICON PLC | 5,000,711 | $768.9B | 6887.47% | |
| 9 | CLBCORE LABORATORIES N V | 4,870,060 | $564.1B | 5053.23% | |
| 10 | RYAAYRYANAIR HLDGS PLC | 4,161,465 | $399.7B | 3580.22% | |
| 11 | —STERIS PLC | 2,278,403 | $260.6B | 2334.91% | |
| 12 | VVISA INC | 1,011,188 | $151.8B | 1359.55% | |
| 13 | COSTCOSTCO WHSL CORP NEW | 645,718 | $151.7B | 1358.63% | |
| 14 | COOCOOPER COS INC | 496,041 | $137.5B | 1231.53% | |
| 15 | BSXBOSTON SCIENTIFIC CORP | 3,542,684 | $136.4B | 1221.81% | |
| 16 | WSTWEST PHARMACEUTICAL SVSC INC | 1,036,034 | $127.9B | 1145.90% | |
| 17 | FRCBFIRST REP BK SAN FRANCISCO C | 1,291,526 | $124.0B | 1110.68% | |
| 18 | APHAMPHENOL CORP NEW | 1,308,703 | $123.0B | 1102.23% | |
| 19 | AMZNAMAZON COM INC | 60,202 | $120.6B | 1080.20% | |
| 20 | VRSKVERISK ANALYTICS INC | 955,659 | $115.2B | 1032.01% | |
| 21 | ECLECOLAB INC | 702,841 | $110.2B | 987.09% | |
| 22 | MLB1MERCADOLIBRE INC | 321,033 | $109.3B | 979.13% | |
| 23 | CNRCANADIAN NATL RY CO | 1,191,430 | $107.0B | 958.42% | |
| 24 | SYKSTRYKER CORP | 552,689 | $98.2B | 879.70% | |
| 25 | 8CWCROWN CASTLE INTL CORP NEW | 879,866 | $98.0B | 877.49% | |
| 26 | ATVIEURACTIVISION BLIZZARD INC | 1,018,054 | $84.7B | 758.67% | |
| 27 | SHWSHERWIN WILLIAMS CO | 170,885 | $77.8B | 696.83% | |
| 28 | ILMNILLUMINA INC | 209,869 | $77.0B | 690.08% | |
| 29 | GGGGRACO INC | 1,611,268 | $74.7B | 668.86% | |
| 30 | AG8AGILENT TECHNOLOGIES INC | 1,027,328 | $72.5B | 649.16% | |
| 31 | SCHWSCHWAB CHARLES CORP NEW | 1,420,608 | $69.8B | 625.48% | |
| 32 | SLBSCHLUMBERGER LTD | 1,043,637 | $63.6B | 569.53% | |
| 33 | CRMTAMERICAS CAR MART INC | 164,704 | $12.9B | 115.38% | |
| 34 | UNFUNIFIRST CORP MASS | 71,179 | $12.4B | 110.72% | |
| 35 | MANHMANHATTAN ASSOCS INC | 203,353 | $11.1B | 99.46% | |
| 36 | SPUSDSP PLUS CORP | 273,271 | $10.0B | 89.35% | |
| 37 | CASSCASS INFORMATION SYS INC | 152,024 | $9.9B | 88.68% | |
| 38 | JLLJONES LANG LASALLE INC | 61,734 | $8.9B | 79.81% | |
| 39 | ENSENERSYS | 98,205 | $8.6B | 76.65% | |
| 40 | MMSMAXIMUS INC | 130,918 | $8.5B | 76.30% | |
| 41 | BABAALIBABA GROUP HLDG LTD | 51,486 | $8.5B | 75.99% | |
| 42 | BROBROWN & BROWN INC | 276,661 | $8.2B | 73.29% | |
| 43 | NBISYANDEX N V | 241,323 | $7.9B | 71.10% | |
| 44 | —NATUS MEDICAL INC DEL | 215,894 | $7.7B | 68.95% | |
| 45 | CR1USDCRANE CO | 78,133 | $7.7B | 68.83% | |
| 46 | ESGRENSTAR GROUP LIMITED | 36,319 | $7.6B | 67.84% | |
| 47 | DYDYCOM INDS INC | 87,358 | $7.4B | 66.20% | |
| 48 | THRTHERMON GROUP HLDGS INC | 285,531 | $7.4B | 65.94% | |
| 49 | VSMEURVERSUM MATLS INC | 204,098 | $7.3B | 65.84% | |
| 50 | —EMERALD EXPOSITIONS EVENTS I | 439,355 | $7.2B | 64.87% | |
| 51 | WCCWESCO INTL INC | 109,017 | $6.7B | 60.01% | |
| 52 | —SUN HYDRAULICS CORP | 101,944 | $5.6B | 50.02% | |
| 53 | —CABOT MICROELECTRONICS CORP | 53,235 | $5.5B | 49.20% | |
| 54 | —HFF INC | 124,061 | $5.3B | 47.21% | |
| 55 | ADUSADDUS HOMECARE CORP | 73,130 | $5.1B | 45.95% | |
| 56 | VRTSVIRTUS INVT PARTNERS INC | 45,059 | $5.1B | 45.91% | |
| 57 | —HEMISPHERE MEDIA GROUP INC | 340,142 | $4.7B | 42.51% | |
| 58 | DORMDORMAN PRODUCTS INC | 57,074 | $4.4B | 39.33% | |
| 59 | GRCGORMAN RUPP CO | 116,418 | $4.2B | 38.06% | |
| 60 | —US ECOLOGY INC | 54,323 | $4.0B | 35.89% | |
| 61 | BECNUSDBEACON ROOFING SUPPLY INC | 106,157 | $3.8B | 34.42% | |
| 62 | FLIRFLIR SYS INC | 57,089 | $3.5B | 31.43% | |
| 63 | ASRGRUPO AEROPORTUARIO DEL SURE | 16,851 | $3.5B | 30.97% | |
| 64 | JBSSSANFILIPPO JOHN B & SON INC | 48,315 | $3.4B | 30.90% | |
| 65 | EMEEMCOR GROUP INC | 41,261 | $3.1B | 27.76% | |
| 66 | —TIVITY HEALTH INC | 92,511 | $3.0B | 26.64% | |
| 67 | JDJD COM INC | 113,576 | $3.0B | 26.54% | |
| 68 | BAPCREDICORP LTD | 12,978 | $2.9B | 25.93% | |
| 69 | PAGSPAGSEGURO DIGITAL LTD | 101,272 | $2.8B | 25.10% | |
| 70 | PTIP T TELEKOMUNIKASI INDONESIA | 92,776 | $2.3B | 20.34% | |
| 71 | GLOBGLOBANT S A | 37,864 | $2.2B | 20.01% | |
| 72 | YYEURYY INC | 26,018 | $1.9B | 17.46% | |
| 73 | TYLTYLER TECHNOLOGIES INC | 3,025 | $741.0M | 6.64% | |
| 74 | WDAYWORKDAY INC | 3,500 | $511.0M | 4.58% | |
| 75 | NENOBLE CORP PLC | 65,000 | $457.0M | 4.09% | |
| 76 | EFAISHARES TR | 5,743 | $390.0M | 3.49% | |
| 77 | SONYSONY CORP | 4,176 | $253.0M | 2.27% | |
| 78 | GIBGROUPE CGI INC | 3,410 | $220.0M | 1.97% |