WCM INVESTMENT MANAGEMENT, LLC Q3 2020 Filing
Filed November 6, 2020
Portfolio Value
$28.5B
Holdings
179
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (179 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 32,349,374 | $2.6T | 9205.31% | |
| 2 | MLB1MERCADOLIBRE INC | 2,367,579 | $2.6T | 8995.73% | |
| 3 | SHOPSHOPIFY INC | 1,850,674 | $1.9T | 6645.15% | |
| 4 | CP.TOCANADIAN PAC RY LTD | 6,115,963 | $1.9T | 6535.28% | |
| 5 | ACNACCENTURE PLC IRELAND | 7,619,166 | $1.7T | 6043.78% | |
| 6 | LULULULULEMON ATHLETICA INC | 5,054,756 | $1.7T | 5843.81% | |
| 7 | ASMLASML HOLDING N V | 4,346,427 | $1.6T | 5633.63% | |
| 8 | RMERESMED INC | 8,690,493 | $1.5T | 5229.30% | |
| 9 | MTDMETTLER TOLEDO INTERNATIONAL | 1,356,013 | $1.3T | 4596.64% | |
| 10 | HDBHDFC BANK LTD | 25,039,555 | $1.3T | 4390.98% | |
| 11 | STESTERIS PLC | 6,468,936 | $1.1T | 4000.61% | |
| 12 | AONAON PLC | 4,351,480 | $897.7B | 3151.00% | |
| 13 | ICLRICON PLC | 3,953,486 | $755.5B | 2651.74% | |
| 14 | WSTWEST PHARMACEUTICAL SVSC INC | 1,372,960 | $377.4B | 1324.78% | |
| 15 | SYKSTRYKER CORPORATION | 1,757,926 | $366.3B | 1285.72% | |
| 16 | VVISA INC | 1,658,780 | $331.7B | 1164.30% | |
| 17 | ALCALCON AG | 5,444,352 | $310.1B | 1088.31% | |
| 18 | SNNSMITH & NEPHEW GROUP PLC | 7,419,871 | $290.1B | 1018.32% | |
| 19 | SHWSHERWIN WILLIAMS CO | 402,594 | $280.5B | 984.58% | |
| 20 | APHAMPHENOL CORP NEW | 2,572,456 | $278.5B | 977.62% | |
| 21 | TMOTHERMO FISHER SCIENTIFIC INC | 585,061 | $258.3B | 906.70% | |
| 22 | GGGGRACO INC | 4,018,727 | $246.5B | 865.40% | |
| 23 | AKXANSYS INC | 750,589 | $245.6B | 862.12% | |
| 24 | 8CWCROWN CASTLE INTL CORP NEW | 1,443,954 | $240.4B | 843.88% | |
| 25 | RACEFERRARI N V | 1,304,575 | $240.2B | 842.97% | |
| 26 | FRCBFIRST REP BK SAN FRANCISCO C | 2,119,444 | $231.1B | 811.34% | |
| 27 | ECLECOLAB INC | 1,147,636 | $229.3B | 805.01% | |
| 28 | IDXXIDEXX LABS INC | 546,274 | $214.7B | 753.77% | |
| 29 | CNRCANADIAN NATL RY CO | 2,002,003 | $213.1B | 748.11% | |
| 30 | VRSKVERISK ANALYTICS INC | 1,092,397 | $202.4B | 710.54% | |
| 31 | NOWSERVICENOW INC | 411,908 | $199.8B | 701.22% | |
| 32 | COSTCOSTCO WHSL CORP NEW | 555,768 | $197.3B | 692.52% | |
| 33 | MSCIMSCI INC | 533,735 | $190.4B | 668.40% | |
| 34 | FICOFAIR ISAAC CORP | 443,673 | $188.7B | 662.45% | |
| 35 | CHDCHURCH & DWIGHT INC | 1,902,589 | $178.3B | 625.81% | |
| 36 | ILMNILLUMINA INC | 541,137 | $167.3B | 587.07% | |
| 37 | HEIHEICO CORP NEW | 1,787,198 | $158.5B | 556.18% | |
| 38 | COOCOOPER COS INC | 469,886 | $158.4B | 556.02% | |
| 39 | BSXBOSTON SCIENTIFIC CORP | 4,129,534 | $157.8B | 553.85% | |
| 40 | ICEINTERCONTINENTAL EXCHANGE IN | 1,521,548 | $152.2B | 534.34% | |
| 41 | BABAALIBABA GROUP HLDG LTD | 467,832 | $137.5B | 482.75% | |
| 42 | NBISYANDEX N V | 1,161,179 | $75.8B | 265.95% | |
| 43 | WNSNWNS HLDGS LTD | 894,898 | $57.2B | 200.91% | |
| 44 | EPAMEPAM SYS INC | 141,788 | $45.8B | 160.89% | |
| 45 | GLOBGLOBANT S A | 171,132 | $30.7B | 107.65% | |
| 46 | 2JEFOCUS FINL PARTNERS INC | 867,342 | $28.4B | 99.83% | |
| 47 | UNFUNIFIRST CORP MASS | 138,230 | $26.2B | 91.88% | |
| 48 | VRTSVIRTUS INVT PARTNERS INC | 184,838 | $25.6B | 89.96% | |
| 49 | MANHMANHATTAN ASSOCS INC | 252,717 | $24.1B | 84.70% | |
| 50 | PLUSEPLUS INC | 317,492 | $23.2B | 81.57% | |
| 51 | —CABOT MICROELECTRONICS CORP | 161,972 | $23.1B | 81.19% | |
| 52 | JLLJONES LANG LASALLE INC | 210,410 | $20.1B | 70.65% | |
| 53 | ESGRENSTAR GROUP LIMITED | 119,331 | $19.3B | 67.65% | |
| 54 | ADUSADDUS HOMECARE CORP | 201,447 | $19.0B | 66.83% | |
| 55 | CRMTAMERICAS CAR-MART INC | 210,575 | $17.9B | 62.74% | |
| 56 | LSTRLANDSTAR SYS INC | 130,306 | $16.4B | 57.40% | |
| 57 | VRRMVERRA MOBILITY CORP | 1,665,899 | $16.1B | 56.49% | |
| 58 | FLIRFLIR SYS INC | 443,037 | $15.9B | 55.75% | |
| 59 | ENSENERSYS | 231,954 | $15.6B | 54.65% | |
| 60 | BECNUSDBEACON ROOFING SUPPLY INC | 497,544 | $15.5B | 54.26% | |
| 61 | DORMDORMAN PRODUCTS INC | 168,624 | $15.2B | 53.49% | |
| 62 | OPLNKAR AUCTION SVCS INC | 1,026,048 | $14.8B | 51.86% | |
| 63 | CR1USDCRANE CO | 288,964 | $14.5B | 50.85% | |
| 64 | ASRGRUPO AEROPORTUARIO DEL SURE | 123,904 | $14.4B | 50.46% | |
| 65 | EMEEMCOR GROUP INC | 193,801 | $13.1B | 46.06% | |
| 66 | HCSGHEALTHCARE SVCS GROUP INC | 606,857 | $13.1B | 45.86% | |
| 67 | XPXP INC | 302,225 | $12.6B | 44.23% | |
| 68 | MRCYMERCURY SYS INC | 162,108 | $12.6B | 44.08% | |
| 69 | BVBRIGHTVIEW HLDGS INC | 1,081,199 | $12.3B | 43.26% | |
| 70 | VACMARRIOTT VACTINS WORLDWID CO | 132,644 | $12.0B | 42.28% | |
| 71 | SMTCSEMTECH CORP | 225,365 | $11.9B | 41.89% | |
| 72 | ECOLUS ECOLOGY INC | 361,855 | $11.8B | 41.50% | |
| 73 | LPSNUSDLIVEPERSON INC | 226,495 | $11.8B | 41.33% | |
| 74 | ESTCELASTIC N V | 109,100 | $11.8B | 41.32% | |
| 75 | BLDTOPBUILD CORP | 68,887 | $11.8B | 41.27% | |
| 76 | LHCGUSDLHC GROUP INC | 54,633 | $11.6B | 40.76% | |
| 77 | CRLCHARLES RIV LABS INTL INC | 48,747 | $11.0B | 38.75% | |
| 78 | BOOTBOOT BARN HLDGS INC | 391,321 | $11.0B | 38.65% | |
| 79 | NTRANATERA INC | 149,271 | $10.8B | 37.85% | |
| 80 | CZRCAESARS ENTERTAINMENT INC NE | 191,544 | $10.7B | 37.69% | |
| 81 | AXONAXON ENTERPRISE INC | 116,499 | $10.6B | 37.09% | |
| 82 | AMWDAMERICAN WOODMARK CORPORATIO | 133,369 | $10.5B | 36.77% | |
| 83 | UFPIUFP INDUSTRIES INC | 183,371 | $10.4B | 36.37% | |
| 84 | AZULQAZUL S A | 769,243 | $10.1B | 35.53% | |
| 85 | HHR1USDHEADHUNTER GROUP PLC | 407,644 | $10.0B | 35.03% | |
| 86 | BAPCREDICORP LTD | 79,000 | $9.8B | 34.38% | |
| 87 | TSAACI WORLDWIDE INC | 364,964 | $9.5B | 33.48% | |
| 88 | TTEKTETRA TECH INC NEW | 99,850 | $9.5B | 33.47% | |
| 89 | SAICSCIENCE APPLICATIONS INTL CO | 119,406 | $9.4B | 32.87% | |
| 90 | WWDWOODWARD INC | 115,535 | $9.3B | 32.51% | |
| 91 | PFGCPERFORMANCE FOOD GROUP CO | 262,009 | $9.1B | 31.84% | |
| 92 | JBTJOHN BEAN TECHNOLOGIES CORP | 98,072 | $9.0B | 31.63% | |
| 93 | WHWYNDHAM HOTELS & RESORTS INC | 177,403 | $9.0B | 31.45% | |
| 94 | CASSCASS INFORMATION SYS INC | 222,343 | $8.9B | 31.40% | |
| 95 | SPUSDSP PLUS CORP | 498,001 | $8.9B | 31.38% | |
| 96 | MMSIMERIT MED SYS INC | 204,718 | $8.9B | 31.26% | |
| 97 | —PLURALSIGHT INC | 517,970 | $8.9B | 31.14% | |
| 98 | SWAVUSDSHOCKWAVE MED INC | 116,449 | $8.8B | 30.98% | |
| 99 | BLBLACKLINE INC | 98,486 | $8.8B | 30.98% | |
| 100 | BCBRUNSWICK CORP | 148,300 | $8.7B | 30.66% |
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