WCM INVESTMENT MANAGEMENT, LLC Q3 2022 Filing
Filed October 18, 2022
Portfolio Value
$27.9B
Holdings
195
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (195 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CP.TOCANADIAN PAC RY LTD | 31,285,643 | $2.1T | 7705.52% | |
| 2 | AONAON PLC | 5,280,665 | $1.4T | 5135.52% | |
| 3 | ACNACCENTURE PLC IRELAND | 5,193,089 | $1.3T | 4814.00% | |
| 4 | ASMLASML HOLDING N V | 3,089,503 | $1.3T | 4743.68% | |
| 5 | EPAMEPAM SYS INC | 3,594,596 | $1.3T | 4672.32% | |
| 6 | RMERESMED INC | 5,816,958 | $1.3T | 4561.15% | |
| 7 | TEAMATLASSIAN CORP PLC | 5,879,895 | $1.2T | 4481.13% | |
| 8 | LULULULULEMON ATHLETICA INC | 4,108,972 | $1.2T | 4427.71% | |
| 9 | WCNWASTE CONNECTIONS INC | 8,643,709 | $1.2T | 4251.30% | |
| 10 | ICLRICON PLC | 6,171,668 | $1.1T | 4076.37% | |
| 11 | MTDMETTLER TOLEDO INTERNATIONAL | 970,284 | $1.1T | 3820.01% | |
| 12 | STESTERIS PLC | 5,792,135 | $967.9B | 3474.14% | |
| 13 | TMOTHERMO FISHER SCIENTIFIC INC | 1,221,549 | $631.1B | 2265.06% | |
| 14 | UNHUNITEDHEALTH GROUP INC | 1,176,014 | $598.4B | 2147.79% | |
| 15 | APHAMPHENOL CORP NEW | 7,864,068 | $534.1B | 1917.13% | |
| 16 | LPLALPL FINL HLDGS INC | 2,394,492 | $518.3B | 1860.45% | |
| 17 | VVISA INC | 2,473,214 | $445.3B | 1598.40% | |
| 18 | AJGGALLAGHER ARTHUR J & CO | 2,547,103 | $435.9B | 1564.60% | |
| 19 | SYKSTRYKER CORPORATION | 1,934,283 | $397.5B | 1426.58% | |
| 20 | ODFLOLD DOMINION FREIGHT LINE IN | 1,550,188 | $394.0B | 1414.27% | |
| 21 | NVONOVO-NORDISK A S | 3,766,983 | $378.2B | 1357.34% | |
| 22 | RACEFERRARI N V | 1,968,171 | $366.9B | 1316.93% | |
| 23 | AMZNAMAZON COM INC | 3,191,228 | $366.4B | 1314.94% | |
| 24 | GGGGRACO INC | 5,966,080 | $359.5B | 1290.40% | |
| 25 | MSFTMICROSOFT CORP | 1,400,631 | $332.6B | 1193.97% | |
| 26 | MSCIMSCI INC | 778,882 | $329.6B | 1183.16% | |
| 27 | LRCXEURLAM RESEARCH CORP | 846,603 | $313.7B | 1125.99% | |
| 28 | WSTWEST PHARMACEUTICAL SVSC INC | 1,236,059 | $310.6B | 1114.77% | |
| 29 | FNDFLOOR & DECOR HLDGS INC | 4,317,473 | $307.2B | 1102.58% | |
| 30 | MCKMCKESSON CORP | 884,883 | $302.6B | 1086.22% | |
| 31 | ALCALCON AG | 5,248,791 | $299.0B | 1073.09% | |
| 32 | RGENREPLIGEN CORP | 1,519,626 | $290.3B | 1042.11% | |
| 33 | ENQENTEGRIS INC | 3,210,513 | $282.0B | 1012.33% | |
| 34 | HEIHEICO CORP NEW | 2,434,675 | $278.6B | 1000.15% | |
| 35 | AZNASTRAZENECA PLC | 4,845,834 | $266.1B | 955.05% | |
| 36 | SNOWSNOWFLAKE INC | 1,474,311 | $251.1B | 901.39% | |
| 37 | COSTCOSTCO WHSL CORP NEW | 516,074 | $247.2B | 887.23% | |
| 38 | UNPUNION PAC CORP | 1,192,677 | $237.6B | 852.74% | |
| 39 | BILLBILL COM HLDGS INC | 1,560,482 | $211.0B | 757.37% | |
| 40 | DDOGDATADOG INC | 2,324,617 | $203.3B | 729.66% | |
| 41 | FERGFERGUSON PLC NEW | 1,700,571 | $176.9B | 634.98% | |
| 42 | NOWSERVICENOW INC | 458,396 | $176.7B | 634.27% | |
| 43 | WNSNWNS HLDGS LTD | 1,480,119 | $118.7B | 426.12% | |
| 44 | GLOBGLOBANT S A | 366,909 | $68.7B | 246.45% | |
| 45 | ZTOZTO EXPRESS CAYMAN INC | 2,189,346 | $52.6B | 188.83% | |
| 46 | ASRGRUPO AEROPORTUARIO DEL SURE | 261,040 | $52.0B | 186.71% | |
| 47 | ADUSADDUS HOMECARE CORP | 544,475 | $51.8B | 185.89% | |
| 48 | PCORPROCORE TECHNOLOGIES INC | 749,251 | $37.8B | 135.67% | |
| 49 | DAVAENDAVA PLC | 454,151 | $36.5B | 130.83% | |
| 50 | FNFABRINET | 378,343 | $35.9B | 128.94% | |
| 51 | ESTCELASTIC N V | 469,829 | $33.7B | 120.99% | |
| 52 | VRRMVERRA MOBILITY CORP | 2,157,016 | $33.6B | 120.55% | |
| 53 | PLUSEPLUS INC | 805,765 | $33.4B | 119.96% | |
| 54 | 2JEFOCUS FINL PARTNERS INC | 1,019,010 | $32.9B | 118.21% | |
| 55 | PAHUSDELEMENT SOLUTIONS INC | 1,964,628 | $32.1B | 115.36% | |
| 56 | EFAISHARES TR | 542,514 | $30.5B | 109.45% | |
| 57 | GOGROCERY OUTLET HLDG CORP | 910,739 | $30.2B | 108.36% | |
| 58 | EMEEMCOR GROUP INC | 249,489 | $28.9B | 103.84% | |
| 59 | IPARINTER PARFUMS INC | 389,760 | $28.8B | 103.21% | |
| 60 | —LESLIES INC | 1,983,634 | $28.7B | 103.02% | |
| 61 | ICUIICU MED INC | 176,728 | $26.8B | 96.09% | |
| 62 | BECNUSDBEACON ROOFING SUPPLY INC | 480,826 | $25.8B | 92.66% | |
| 63 | DORMDORMAN PRODS INC | 310,947 | $25.7B | 92.24% | |
| 64 | LSTRLANDSTAR SYS INC | 167,619 | $24.4B | 87.69% | |
| 65 | ESGRENSTAR GROUP LIMITED | 135,685 | $23.9B | 85.95% | |
| 66 | AZTAAZENTA INC | 514,725 | $22.6B | 81.21% | |
| 67 | AMWDAMERICAN WOODMARK CORPORATIO | 480,463 | $21.3B | 76.48% | |
| 68 | VRTSVIRTUS INVT PARTNERS INC | 129,900 | $21.1B | 75.63% | |
| 69 | UNFUNIFIRST CORP MASS | 124,299 | $20.8B | 74.83% | |
| 70 | CWKCUSHMAN WAKEFIELD PLC | 1,858,735 | $20.7B | 74.45% | |
| 71 | OLLIOLLIES BARGAIN OUTLET HLDGS | 402,451 | $20.7B | 74.35% | |
| 72 | STVNSTEVANATO GROUP S P A | 1,157,739 | $20.3B | 72.80% | |
| 73 | WHWYNDHAM HOTELS & RESORTS INC | 318,104 | $19.7B | 70.82% | |
| 74 | CPNGCOUPANG INC | 1,202,524 | $19.6B | 70.35% | |
| 75 | VLRSCONTROLADORA VUELA COMP DE A | 2,614,359 | $19.2B | 68.78% | |
| 76 | CINTCI&T INC | 1,811,818 | $18.1B | 64.90% | |
| 77 | CRMTAMERICAS CAR-MART INC | 277,586 | $17.2B | 61.71% | |
| 78 | WSCWILLSCOT MOBIL MINI HLDNG CO | 420,223 | $16.7B | 60.07% | |
| 79 | TXRHTEXAS ROADHOUSE INC | 184,372 | $16.4B | 58.92% | |
| 80 | SWAVUSDSHOCKWAVE MED INC | 59,504 | $16.4B | 58.91% | |
| 81 | CASYCASEYS GEN STORES INC | 78,760 | $16.1B | 57.75% | |
| 82 | ETWOGBPE2OPEN PARENT HOLDINGS INC | 2,592,987 | $15.9B | 56.96% | |
| 83 | AXONAXON ENTERPRISE INC | 137,256 | $15.7B | 56.24% | |
| 84 | MZTILANCASTER COLONY CORP | 95,655 | $14.5B | 52.21% | |
| 85 | HLMNHILLMAN SOLUTIONS CORP | 1,892,114 | $14.4B | 51.55% | |
| 86 | PRIPRIMERICA INC | 115,319 | $14.3B | 51.40% | |
| 87 | PNFPPINNACLE FINL PARTNERS INC | 174,323 | $14.1B | 50.73% | |
| 88 | FIVEFIVE BELOW INC | 101,295 | $14.0B | 50.32% | |
| 89 | CXTCRANE HLDGS CO | 158,878 | $13.9B | 49.85% | |
| 90 | TTEKTETRA TECH INC NEW | 108,485 | $13.8B | 49.44% | |
| 91 | SPSCSPS COMM INC | 106,727 | $13.6B | 48.79% | |
| 92 | TKRTIMKEN CO | 230,148 | $13.5B | 48.61% | |
| 93 | WINGWINGSTOP INC | 105,286 | $13.3B | 47.57% | |
| 94 | UFPIUFP INDUSTRIES INC | 181,902 | $13.1B | 47.02% | |
| 95 | PLNTPLANET FITNESS INC | 228,802 | $13.0B | 46.78% | |
| 96 | PFGCPERFORMANCE FOOD GROUP CO | 300,216 | $13.0B | 46.67% | |
| 97 | AHCOADAPTHEALTH CORP | 673,007 | $12.9B | 46.16% | |
| 98 | WEXWEX INC | 98,182 | $12.8B | 46.09% | |
| 99 | MLNKMERIDIANLINK INC | 739,952 | $12.8B | 46.03% | |
| 100 | PENPENUMBRA INC | 66,827 | $12.8B | 46.01% |
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