WCM INVESTMENT MANAGEMENT, LLC Q3 2019 Filing
Filed October 25, 2019
Portfolio Value
$16.7T
Holdings
152
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (152 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CBCHUBB LIMITED | 16,091,448 | $2.6T | 15.59% | |
| 2 | SHOPSHOPIFY INC | 4,701,092 | $1.5T | 8.79% | |
| 3 | ACNACCENTURE PLC IRELAND | 6,698,914 | $1.3T | 7.73% | |
| 4 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 27,285,756 | $1.3T | 7.61% | |
| 5 | HDBHDFC BANK LTD | 21,418,483 | $1.2T | 7.33% | |
| 6 | CP.TOCANADIAN PAC RY LTD | 5,380,761 | $1.2T | 7.18% | |
| 7 | RMERESMED INC | 7,666,764 | $1.0T | 6.21% | |
| 8 | ASMLASML HOLDING N V | 3,365,955 | $836.2B | 5.02% | |
| 9 | MTDMETTLER TOLEDO INTERNATIONAL | 1,173,731 | $826.8B | 4.96% | |
| 10 | ICLRICON PLC | 3,595,030 | $529.7B | 3.18% | |
| 11 | STESTERIS PLC | 2,704,006 | $390.7B | 2.34% | |
| 12 | ALCALCON INC | 4,405,375 | $256.8B | 1.54% | |
| 13 | VVISA INC | 1,326,977 | $228.3B | 1.37% | |
| 14 | WSTWEST PHARMACEUTICAL SVSC INC | 1,353,495 | $192.0B | 1.15% | |
| 15 | BSXBOSTON SCIENTIFIC CORP | 4,655,930 | $189.4B | 1.14% | |
| 16 | MLB1MERCADOLIBRE INC | 338,181 | $186.4B | 1.12% | |
| 17 | ECLECOLAB INC | 921,279 | $182.4B | 1.09% | |
| 18 | COSTCOSTCO WHSL CORP NEW | 622,563 | $179.4B | 1.08% | |
| 19 | MCDMCDONALDS CORP | 766,414 | $164.6B | 0.99% | |
| 20 | FRCBFIRST REP BK SAN FRANCISCO C | 1,691,804 | $163.6B | 0.98% | |
| 21 | 8CWCROWN CASTLE INTL CORP NEW | 1,161,400 | $161.4B | 0.97% | |
| 22 | SYKSTRYKER CORP | 729,240 | $157.7B | 0.95% | |
| 23 | CNRCANADIAN NATL RY CO | 1,573,638 | $141.4B | 0.85% | |
| 24 | VRSKVERISK ANALYTICS INC | 865,928 | $136.9B | 0.82% | |
| 25 | APHAMPHENOL CORP NEW | 1,387,947 | $133.9B | 0.80% | |
| 26 | AKXANSYS INC | 600,528 | $132.9B | 0.80% | |
| 27 | ILMNILLUMINA INC | 429,220 | $130.6B | 0.78% | |
| 28 | SHWSHERWIN WILLIAMS CO | 225,193 | $123.8B | 0.74% | |
| 29 | SNNSMITH & NEPHEW PLC | 2,563,672 | $123.4B | 0.74% | |
| 30 | COOCOOPER COS INC | 370,351 | $110.0B | 0.66% | |
| 31 | AG8AGILENT TECHNOLOGIES INC | 1,357,963 | $104.1B | 0.62% | |
| 32 | NFLXNETFLIX INC | 380,890 | $101.9B | 0.61% | |
| 33 | GGGGRACO INC | 2,039,793 | $93.9B | 0.56% | |
| 34 | SCHWTHE CHARLES SCHWAB CORPORATI | 1,875,212 | $78.4B | 0.47% | |
| 35 | SLBSCHLUMBERGER LTD | 1,364,160 | $46.6B | 0.28% | |
| 36 | —CABOT MICROELECTRONICS CORP | 145,738 | $20.6B | 0.12% | |
| 37 | JLLJONES LANG LASALLE INC | 132,996 | $18.5B | 0.11% | |
| 38 | BABAALIBABA GROUP HLDG LTD | 104,765 | $17.5B | 0.11% | |
| 39 | SPUSDSP PLUS CORP | 464,314 | $17.2B | 0.10% | |
| 40 | UNFUNIFIRST CORP MASS | 87,198 | $17.0B | 0.10% | |
| 41 | CASSCASS INFORMATION SYS INC | 306,767 | $16.6B | 0.10% | |
| 42 | CRMTAMERICAS CAR MART INC | 177,043 | $16.2B | 0.10% | |
| 43 | PLUSEPLUS INC | 199,439 | $15.2B | 0.09% | |
| 44 | CR1USDCRANE CO | 171,644 | $13.8B | 0.08% | |
| 45 | ESGRENSTAR GROUP LIMITED | 70,913 | $13.5B | 0.08% | |
| 46 | ENSENERSYS | 190,468 | $12.6B | 0.08% | |
| 47 | VRTSVIRTUS INVT PARTNERS INC | 112,125 | $12.4B | 0.07% | |
| 48 | DYDYCOM INDS INC | 235,587 | $12.0B | 0.07% | |
| 49 | —NATUS MEDICAL INC | 360,927 | $11.5B | 0.07% | |
| 50 | NBISYANDEX N V | 309,993 | $10.9B | 0.07% | |
| 51 | BECNUSDBEACON ROOFING SUPPLY INC | 314,852 | $10.6B | 0.06% | |
| 52 | MANHMANHATTAN ASSOCS INC | 126,105 | $10.2B | 0.06% | |
| 53 | EMEEMCOR GROUP INC | 114,513 | $9.9B | 0.06% | |
| 54 | ADUSADDUS HOMECARE CORP | 124,089 | $9.8B | 0.06% | |
| 55 | OPLNKAR AUCTION SVCS INC | 387,994 | $9.5B | 0.06% | |
| 56 | VRRMVERRA MOBILITY CORP | 658,850 | $9.5B | 0.06% | |
| 57 | HCSGHEALTHCARE SVCS GRP INC | 374,890 | $9.1B | 0.05% | |
| 58 | WCCWESCO INTL INC | 181,788 | $8.7B | 0.05% | |
| 59 | —EMERALD EXPOSITIONS EVENTS I | 875,168 | $8.5B | 0.05% | |
| 60 | DORMDORMAN PRODUCTS INC | 97,909 | $7.8B | 0.05% | |
| 61 | AMWDAMERICAN WOODMARK CORPORATIO | 81,285 | $7.2B | 0.04% | |
| 62 | —HEMISPHERE MEDIA GROUP INC | 575,766 | $7.0B | 0.04% | |
| 63 | ESTCELASTIC N V | 80,036 | $6.6B | 0.04% | |
| 64 | CYBRCYBERARK SOFTWARE LTD | 61,985 | $6.2B | 0.04% | |
| 65 | THRTHERMON GROUP HLDGS INC | 265,592 | $6.1B | 0.04% | |
| 66 | WNSNWNS HOLDINGS LTD | 94,425 | $5.5B | 0.03% | |
| 67 | WIXWIX COM LTD | 47,303 | $5.5B | 0.03% | |
| 68 | FLIRFLIR SYS INC | 100,744 | $5.3B | 0.03% | |
| 69 | HHR1USDHEADHUNTER GROUP PLC | 269,734 | $5.2B | 0.03% | |
| 70 | AZULQAZUL S A | 128,948 | $4.6B | 0.03% | |
| 71 | EPAMEPAM SYS INC | 23,585 | $4.3B | 0.03% | |
| 72 | CCFEURCHASE CORP | 36,844 | $4.0B | 0.02% | |
| 73 | EBSEMERGENT BIOSOLUTIONS INC | 74,774 | $3.9B | 0.02% | |
| 74 | —NEENAH INC | 56,690 | $3.7B | 0.02% | |
| 75 | PTIP T TELEKOMUNIKASI INDONESIA | 119,104 | $3.6B | 0.02% | |
| 76 | BAPCREDICORP LTD | 16,669 | $3.5B | 0.02% | |
| 77 | ASRGRUPO AEROPORTUARIO DEL SURE | 21,634 | $3.3B | 0.02% | |
| 78 | GLOBGLOBANT S A | 29,969 | $2.7B | 0.02% | |
| 79 | AMZNAMAZON COM INC | 1,062 | $1.8B | 0.01% | |
| 80 | REXRREXFORD INDL RLTY INC | 39,992 | $1.8B | 0.01% | |
| 81 | TSAACI WORLDWIDE INC | 54,585 | $1.7B | 0.01% | |
| 82 | OSWONESPAWORLD HOLDINGS LIMITED | 107,836 | $1.7B | 0.01% | |
| 83 | SNPSSYNOPSYS INC | 12,140 | $1.7B | 0.01% | |
| 84 | —CUBIC CORP | 23,543 | $1.7B | 0.01% | |
| 85 | PFGCPERFORMANCE FOOD GROUP CO | 35,652 | $1.6B | 0.01% | |
| 86 | CALYCALLAWAY GOLF CO | 83,545 | $1.6B | 0.01% | |
| 87 | TTEKTETRA TECH INC NEW | 18,422 | $1.6B | 0.01% | |
| 88 | LPSNUSDLIVEPERSON INC | 43,988 | $1.6B | 0.01% | |
| 89 | PRIPRIMERICA INC | 12,109 | $1.5B | 0.01% | |
| 90 | —ELDORADO RESORTS INC | 38,196 | $1.5B | 0.01% | |
| 91 | OMCLOMNICELL INC | 21,046 | $1.5B | 0.01% | |
| 92 | SLPSIMULATIONS PLUS INC | 43,455 | $1.5B | 0.01% | |
| 93 | EEFTEURONET WORLDWIDE INC | 10,306 | $1.5B | 0.01% | |
| 94 | BCOBRINKS CO | 18,027 | $1.5B | 0.01% | |
| 95 | TREXTREX CO INC | 16,330 | $1.5B | 0.01% | |
| 96 | EVOP1EUREVO PMTS INC | 52,494 | $1.5B | 0.01% | |
| 97 | JBTJOHN BEAN TECHNOLOGIES CORP | 14,794 | $1.5B | 0.01% | |
| 98 | PENPENUMBRA INC | 10,891 | $1.5B | 0.01% | |
| 99 | RGSUSDREGIS CORP MINN | 71,611 | $1.4B | 0.01% | |
| 100 | TRHCEURTABULA RASA HEALTHCARE INC | 26,205 | $1.4B | 0.01% |
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