WCM INVESTMENT MANAGEMENT, LLC Q4 2019 Filing
Filed February 7, 2020
Portfolio Value
$19.9B
Holdings
157
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (157 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CBCHUBB LIMITED | 16,305,450 | $2.5T | 12771.70% | |
| 2 | SHOPSHOPIFY INC | 4,759,464 | $1.9T | 9521.86% | |
| 3 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 27,677,845 | $1.6T | 8091.85% | |
| 4 | ACNACCENTURE PLC IRELAND | 6,819,907 | $1.4T | 7226.27% | |
| 5 | CP.TOCANADIAN PAC RY LTD | 5,475,810 | $1.4T | 7024.94% | |
| 6 | HDBHDFC BANK LTD | 21,700,181 | $1.4T | 6919.69% | |
| 7 | RMERESMED INC | 7,800,750 | $1.2T | 6083.07% | |
| 8 | ASMLASML HOLDING N V | 3,873,642 | $1.1T | 5768.49% | |
| 9 | MTDMETTLER TOLEDO INTERNATIONAL | 1,189,738 | $943.8B | 4749.16% | |
| 10 | LULULULULEMON ATHLETICA INC | 3,295,460 | $763.5B | 3841.72% | |
| 11 | ICLRICON PLC | 3,643,211 | $627.5B | 3157.42% | |
| 12 | STESTERIS PLC | 2,343,587 | $357.2B | 1797.47% | |
| 13 | VVISA INC | 1,301,323 | $244.5B | 1230.42% | |
| 14 | ALCALCON INC | 4,001,516 | $226.4B | 1139.07% | |
| 15 | SNNSMITH & NEPHEW PLC | 4,195,468 | $201.7B | 1014.83% | |
| 16 | WSTWEST PHARMACEUTICAL SVSC INC | 1,338,119 | $201.2B | 1012.23% | |
| 17 | FRCBFIRST REP BK SAN FRANCISCO C | 1,658,391 | $194.8B | 980.12% | |
| 18 | MLB1MERCADOLIBRE INC | 334,783 | $191.5B | 963.50% | |
| 19 | COSTCOSTCO WHSL CORP NEW | 613,836 | $180.4B | 907.87% | |
| 20 | ECLECOLAB INC | 903,807 | $174.4B | 877.71% | |
| 21 | 8CWCROWN CASTLE INTL CORP NEW | 1,139,259 | $161.9B | 814.90% | |
| 22 | GGGGRACO INC | 3,090,462 | $160.7B | 808.66% | |
| 23 | AKXANSYS INC | 588,905 | $151.6B | 762.80% | |
| 24 | SYKSTRYKER CORP | 721,251 | $151.4B | 761.94% | |
| 25 | MCDMCDONALDS CORP | 754,529 | $149.1B | 750.28% | |
| 26 | APHAMPHENOL CORP NEW | 1,370,157 | $148.3B | 746.20% | |
| 27 | BSXBOSTON SCIENTIFIC CORP | 3,270,939 | $147.9B | 744.29% | |
| 28 | ILMNILLUMINA INC | 424,165 | $140.7B | 708.07% | |
| 29 | CNRCANADIAN NATL RY CO | 1,540,270 | $139.3B | 701.04% | |
| 30 | SHWSHERWIN WILLIAMS CO | 220,837 | $128.9B | 648.46% | |
| 31 | VRSKVERISK ANALYTICS INC | 854,256 | $127.6B | 641.96% | |
| 32 | NFLXNETFLIX INC | 372,931 | $120.7B | 607.20% | |
| 33 | COOCOOPER COS INC | 365,938 | $117.6B | 591.62% | |
| 34 | ICEINTERCONTINENTAL EXCHANGE IN | 1,183,131 | $109.5B | 550.99% | |
| 35 | CHDCHURCH & DWIGHT INC | 1,488,753 | $104.7B | 526.94% | |
| 36 | EFAISHARES TR | 454,266 | $31.5B | 158.73% | |
| 37 | JLLJONES LANG LASALLE INC | 160,203 | $27.9B | 140.34% | |
| 38 | BABAALIBABA GROUP HLDG LTD | 120,660 | $25.6B | 128.78% | |
| 39 | CRMTAMERICAS CAR MART INC | 214,137 | $23.5B | 118.16% | |
| 40 | ENSENERSYS | 312,915 | $23.4B | 117.82% | |
| 41 | WNSNWNS HOLDINGS LTD | 346,229 | $22.9B | 115.25% | |
| 42 | UNFUNIFIRST CORP MASS | 106,238 | $21.5B | 107.98% | |
| 43 | PLUSEPLUS INC | 240,672 | $20.3B | 102.08% | |
| 44 | CR1USDCRANE CO | 207,318 | $17.9B | 90.11% | |
| 45 | ESGRENSTAR GROUP LIMITED | 85,576 | $17.7B | 89.08% | |
| 46 | HCSGHEALTHCARE SVCS GRP INC | 718,598 | $17.5B | 87.94% | |
| 47 | VRRMVERRA MOBILITY CORP | 1,233,656 | $17.3B | 86.85% | |
| 48 | —CABOT MICROELECTRONICS CORP | 114,866 | $16.6B | 83.42% | |
| 49 | VRTSVIRTUS INVT PARTNERS INC | 134,031 | $16.3B | 82.09% | |
| 50 | OPLNKAR AUCTION SVCS INC | 724,831 | $15.8B | 79.48% | |
| 51 | NBISYANDEX N V | 361,993 | $15.7B | 79.22% | |
| 52 | 2JEFOCUS FINL PARTNERS INC | 499,941 | $14.7B | 74.14% | |
| 53 | ADUSADDUS HOMECARE CORP | 147,990 | $14.4B | 72.40% | |
| 54 | —NATUS MEDICAL INC | 432,942 | $14.3B | 71.87% | |
| 55 | DYDYCOM INDS INC | 284,344 | $13.4B | 67.46% | |
| 56 | SPUSDSP PLUS CORP | 309,296 | $13.1B | 66.03% | |
| 57 | WCCWESCO INTL INC | 217,150 | $12.9B | 64.90% | |
| 58 | BECNUSDBEACON ROOFING SUPPLY INC | 379,837 | $12.1B | 61.12% | |
| 59 | EMEEMCOR GROUP INC | 138,643 | $12.0B | 60.21% | |
| 60 | —EMERALD EXPOSITIONS EVENTS I | 1,057,044 | $11.2B | 56.12% | |
| 61 | —HEMISPHERE MEDIA GROUP INC | 694,963 | $10.3B | 51.93% | |
| 62 | AMWDAMERICAN WOODMARK CORPORATIO | 95,684 | $10.0B | 50.32% | |
| 63 | CASSCASS INFORMATION SYS INC | 160,206 | $9.3B | 46.55% | |
| 64 | DORMDORMAN PRODUCTS INC | 117,200 | $8.9B | 44.65% | |
| 65 | CYBRCYBERARK SOFTWARE LTD | 70,560 | $8.2B | 41.39% | |
| 66 | MANHMANHATTAN ASSOCS INC | 102,854 | $8.2B | 41.28% | |
| 67 | —INTERXION HOLDING N.V | 89,321 | $7.5B | 37.67% | |
| 68 | ESTCELASTIC N V | 107,585 | $6.9B | 34.81% | |
| 69 | MSAMSA SAFETY INC | 54,545 | $6.9B | 34.68% | |
| 70 | PLNTPLANET FITNESS INC | 90,449 | $6.8B | 33.99% | |
| 71 | PFGCPERFORMANCE FOOD GROUP CO | 130,329 | $6.7B | 33.76% | |
| 72 | OSWONESPAWORLD HOLDINGS LIMITED | 392,016 | $6.6B | 33.22% | |
| 73 | CALYCALLAWAY GOLF CO | 304,925 | $6.5B | 32.53% | |
| 74 | TRHCEURTABULA RASA HEALTHCARE INC | 129,953 | $6.3B | 31.83% | |
| 75 | OMCLOMNICELL INC | 77,019 | $6.3B | 31.67% | |
| 76 | WIXWIX COM LTD | 51,293 | $6.3B | 31.59% | |
| 77 | JBTJOHN BEAN TECHNOLOGIES CORP | 54,383 | $6.1B | 30.83% | |
| 78 | BCOBRINKS CO | 67,361 | $6.1B | 30.74% | |
| 79 | HHR1USDHEADHUNTER GROUP PLC | 280,534 | $6.0B | 30.28% | |
| 80 | AZULQAZUL S A | 140,568 | $6.0B | 30.27% | |
| 81 | FLIRFLIR SYS INC | 114,766 | $6.0B | 30.07% | |
| 82 | LPSNUSDLIVEPERSON INC | 161,457 | $6.0B | 30.06% | |
| 83 | —ELDORADO RESORTS INC | 99,316 | $5.9B | 29.80% | |
| 84 | EPAMEPAM SYS INC | 27,638 | $5.9B | 29.51% | |
| 85 | —UNIVERSAL FST PRODS INC | 122,757 | $5.9B | 29.46% | |
| 86 | PRIPRIMERICA INC | 44,727 | $5.8B | 29.38% | |
| 87 | TSAACI WORLDWIDE INC | 154,049 | $5.8B | 29.37% | |
| 88 | TTEKTETRA TECH INC NEW | 67,448 | $5.8B | 29.25% | |
| 89 | EEFTEURONET WORLDWIDE INC | 36,681 | $5.8B | 29.08% | |
| 90 | AXONAXON ENTERPRISE INC | 78,843 | $5.8B | 29.07% | |
| 91 | TXRHTEXAS ROADHOUSE INC | 98,516 | $5.5B | 27.92% | |
| 92 | CRLCHARLES RIV LABS INTL INC | 36,252 | $5.5B | 27.87% | |
| 93 | VACMARRIOTT VACTINS WORLDWID CO | 42,613 | $5.5B | 27.61% | |
| 94 | —CUBIC CORP | 85,851 | $5.5B | 27.46% | |
| 95 | ASGNASGN INC | 76,436 | $5.4B | 27.30% | |
| 96 | CCFEURCHASE CORP | 45,679 | $5.4B | 27.23% | |
| 97 | TNDMTANDEM DIABETES CARE INC | 90,284 | $5.4B | 27.08% | |
| 98 | TREXTREX CO INC | 59,740 | $5.4B | 27.02% | |
| 99 | REXRREXFORD INDL RLTY INC | 115,068 | $5.3B | 26.45% | |
| 100 | HCQAMN HEALTHCARE SERVICES INC | 82,262 | $5.1B | 25.79% |
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