WCM INVESTMENT MANAGEMENT, LLC Q4 2020 Filing
Filed February 16, 2021
Portfolio Value
$28.8B
Holdings
173
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (173 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MLB1MERCADOLIBRE INC | 2,472,811 | $4.1T | 14372.39% | |
| 2 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 33,404,614 | $3.6T | 12637.42% | |
| 3 | HDBHDFC BANK LTD | 34,742,685 | $2.5T | 8710.19% | |
| 4 | CP.TOCANADIAN PAC RY LTD | 6,363,460 | $2.2T | 7712.34% | |
| 5 | SHOPSHOPIFY INC | 1,936,577 | $2.2T | 7605.51% | |
| 6 | RMERESMED INC | 8,821,570 | $1.9T | 6505.70% | |
| 7 | LULULULULEMON ATHLETICA INC | 5,230,699 | $1.8T | 6316.01% | |
| 8 | MTDMETTLER TOLEDO INTERNATIONAL | 1,403,182 | $1.6T | 5548.34% | |
| 9 | SYKSTRYKER CORPORATION | 2,076,640 | $508.9B | 1765.49% | |
| 10 | WSTWEST PHARMACEUTICAL SVSC INC | 1,613,372 | $457.1B | 1585.85% | |
| 11 | VVISA INC | 1,953,946 | $427.4B | 1482.82% | |
| 12 | APHAMPHENOL CORP NEW | 3,046,818 | $398.4B | 1382.36% | |
| 13 | FRCBFIRST REP BK SAN FRANCISCO C | 2,480,177 | $364.4B | 1264.33% | |
| 14 | SHWSHERWIN WILLIAMS CO | 476,975 | $350.5B | 1216.18% | |
| 15 | GGGGRACO INC | 4,708,607 | $340.7B | 1181.95% | |
| 16 | IDXXIDEXX LABS INC | 640,489 | $320.2B | 1110.80% | |
| 17 | TMOTHERMO FISHER SCIENTIFIC INC | 687,006 | $320.0B | 1110.22% | |
| 18 | SNNSMITH & NEPHEW PLC | 7,566,531 | $319.1B | 1107.05% | |
| 19 | CHDCHURCH & DWIGHT INC | 3,442,848 | $300.3B | 1041.96% | |
| 20 | ECLECOLAB INC | 1,326,364 | $287.0B | 995.65% | |
| 21 | MSCIMSCI INC | 621,252 | $277.4B | 962.47% | |
| 22 | SNPSSYNOPSYS INC | 1,041,913 | $270.1B | 937.13% | |
| 23 | NOWSERVICENOW INC | 488,905 | $269.1B | 933.67% | |
| 24 | FICOFAIR ISAAC CORP | 524,923 | $268.3B | 930.72% | |
| 25 | VRSKVERISK ANALYTICS INC | 1,272,126 | $264.1B | 916.23% | |
| 26 | CNRCANADIAN NATL RY CO | 2,357,863 | $259.0B | 898.64% | |
| 27 | NKENIKE INC | 1,818,345 | $257.2B | 892.50% | |
| 28 | COSTCOSTCO WHSL CORP NEW | 654,685 | $246.7B | 855.83% | |
| 29 | HEIHEICO CORP NEW | 2,101,571 | $246.0B | 853.53% | |
| 30 | ICEINTERCONTINENTAL EXCHANGE IN | 1,800,672 | $207.6B | 720.26% | |
| 31 | AKXANSYS INC | 552,715 | $201.1B | 697.64% | |
| 32 | BABAALIBABA GROUP HLDG LTD | 596,994 | $138.9B | 482.04% | |
| 33 | WNSNWNS HLDGS LTD | 1,161,563 | $83.7B | 290.37% | |
| 34 | EPAMEPAM SYS INC | 183,804 | $65.9B | 228.52% | |
| 35 | VRTSVIRTUS INVT PARTNERS INC | 178,564 | $38.7B | 134.44% | |
| 36 | 2JEFOCUS FINL PARTNERS INC | 842,207 | $36.6B | 127.11% | |
| 37 | ASRGRUPO AEROPORTUARIO DEL SURE | 193,574 | $31.9B | 110.77% | |
| 38 | JLLJONES LANG LASALLE INC | 214,048 | $31.8B | 110.18% | |
| 39 | UNFUNIFIRST CORP MASS | 140,412 | $29.7B | 103.13% | |
| 40 | PLUSEPLUS INC | 322,794 | $28.4B | 98.50% | |
| 41 | MANHMANHATTAN ASSOCS INC | 257,150 | $27.0B | 93.84% | |
| 42 | CAECAE INC | 732,966 | $25.9B | 89.69% | |
| 43 | CCMPCMC MATERIALS INC | 164,798 | $24.9B | 86.51% | |
| 44 | ADUSADDUS HOMECARE CORP | 205,094 | $24.0B | 83.32% | |
| 45 | CR1USDCRANE CO | 293,973 | $22.8B | 79.21% | |
| 46 | VRRMVERRA MOBILITY CORP | 1,694,274 | $22.7B | 78.89% | |
| 47 | FSVFIRSTSERVICE CORP NEW | 126,685 | $22.1B | 76.58% | |
| 48 | CRMTAMERICAS CAR-MART INC | 199,826 | $21.9B | 76.15% | |
| 49 | DSGDESCARTES SYS GROUP INC | 287,589 | $21.4B | 74.29% | |
| 50 | BECNUSDBEACON ROOFING SUPPLY INC | 505,936 | $20.3B | 70.55% | |
| 51 | FLIRFLIR SYS INC | 450,741 | $19.8B | 68.54% | |
| 52 | ENSENERSYS | 236,011 | $19.6B | 68.01% | |
| 53 | OPLNKAR AUCTION SVCS INC | 1,043,384 | $19.4B | 67.37% | |
| 54 | EMEEMCOR GROUP INC | 197,126 | $18.0B | 62.55% | |
| 55 | HCSGHEALTHCARE SVCS GROUP INC | 617,225 | $17.3B | 60.17% | |
| 56 | AZULQAZUL S A | 746,802 | $17.0B | 59.13% | |
| 57 | BVBRIGHTVIEW HLDGS INC | 1,099,591 | $16.6B | 57.68% | |
| 58 | IPARINTER PARFUMS INC | 248,147 | $15.0B | 52.08% | |
| 59 | NTRANATERA INC | 149,715 | $14.9B | 51.70% | |
| 60 | DORMDORMAN PRODS INC | 171,462 | $14.9B | 51.65% | |
| 61 | SPUSDSP PLUS CORP | 506,503 | $14.6B | 50.66% | |
| 62 | AXONAXON ENTERPRISE INC | 116,870 | $14.3B | 49.68% | |
| 63 | PNFPPINNACLE FINL PARTNERS INC | 221,687 | $14.3B | 49.53% | |
| 64 | MRCYMERCURY SYS INC | 161,890 | $14.3B | 49.46% | |
| 65 | CZRCAESARS ENTERTAINMENT INC NE | 191,267 | $14.2B | 49.28% | |
| 66 | LPSNUSDLIVEPERSON INC | 227,180 | $14.1B | 49.05% | |
| 67 | HHR1USDHEADHUNTER GROUP PLC | 466,674 | $14.1B | 48.98% | |
| 68 | WWDWOODWARD INC | 115,900 | $14.1B | 48.87% | |
| 69 | TSAACI WORLDWIDE INC | 366,265 | $14.1B | 48.84% | |
| 70 | ECOLUS ECOLOGY INC | 368,019 | $13.4B | 46.39% | |
| 71 | BLBLACKLINE INC | 98,803 | $13.2B | 45.72% | |
| 72 | VACMARRIOTT VACTINS WORLDWID CO | 94,562 | $13.0B | 45.02% | |
| 73 | AMWDAMERICAN WOODMARK CORPORATIO | 135,720 | $12.7B | 44.19% | |
| 74 | MTSIMACOM TECH SOLUTIONS HLDGS I | 230,502 | $12.7B | 44.02% | |
| 75 | BOOTBOOT BARN HLDGS INC | 290,607 | $12.6B | 43.72% | |
| 76 | PFGCPERFORMANCE FOOD GROUP CO | 262,781 | $12.5B | 43.41% | |
| 77 | CRLCHARLES RIV LABS INTL INC | 48,954 | $12.2B | 42.44% | |
| 78 | LHCGUSDLHC GROUP INC | 54,784 | $11.7B | 40.55% | |
| 79 | SMTCSEMTECH CORP | 161,921 | $11.7B | 40.50% | |
| 80 | ARWRARROWHEAD PHARMACEUTICALS IN | 151,895 | $11.7B | 40.44% | |
| 81 | TTEKTETRA TECH INC NEW | 100,078 | $11.6B | 40.20% | |
| 82 | NUVAGBPNUVASIVE INC | 203,125 | $11.4B | 39.70% | |
| 83 | MMSIMERIT MED SYS INC | 205,424 | $11.4B | 39.56% | |
| 84 | BCBRUNSWICK CORP | 148,837 | $11.3B | 39.37% | |
| 85 | SAICSCIENCE APPLICATIONS INTL CO | 119,715 | $11.3B | 39.31% | |
| 86 | JBTJOHN BEAN TECHNOLOGIES CORP | 98,386 | $11.2B | 38.87% | |
| 87 | COLDAMERICOLD RLTY TR | 299,708 | $11.2B | 38.82% | |
| 88 | —PLURALSIGHT INC | 518,562 | $10.9B | 37.71% | |
| 89 | NGVTINGEVITY CORP | 141,702 | $10.7B | 37.23% | |
| 90 | WHWYNDHAM HOTELS & RESORTS INC | 180,405 | $10.7B | 37.20% | |
| 91 | PFPTPROOFPOINT INC | 76,778 | $10.5B | 36.34% | |
| 92 | PLNTPLANET FITNESS INC | 134,056 | $10.4B | 36.11% | |
| 93 | AVNTAVIENT CORPORATION | 258,371 | $10.4B | 36.11% | |
| 94 | —MEDALLIA INC | 311,830 | $10.4B | 35.94% | |
| 95 | UFPIUFP INDUSTRIES INC | 183,898 | $10.2B | 35.44% | |
| 96 | TKRTIMKEN CO | 131,623 | $10.2B | 35.33% | |
| 97 | CASYCASEYS GEN STORES INC | 56,608 | $10.1B | 35.08% | |
| 98 | BBIOBRIDGEBIO PHARMA INC | 141,849 | $10.1B | 35.00% | |
| 99 | —HEMISPHERE MEDIA GROUP INC | 962,471 | $10.0B | 34.59% | |
| 100 | RAREULTRAGENYX PHARMACEUTICAL IN | 71,729 | $9.9B | 34.45% |
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