$26.1 Billion is the total value of WCM INVESTMENT MANAGEMENT, LLC's 181 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
NOW | New | SERVICENOW INC | $152,798,000 | – | 377,224 | +100.0% | 0.59% | – |
UFPI | New | UFP INDUSTRIES INC | $8,849,000 | – | 178,737 | +100.0% | 0.03% | – |
BLD | New | TOPBUILD CORP | $7,631,000 | – | 67,074 | +100.0% | 0.03% | – |
WEX | New | WEX INC | $7,238,000 | – | 43,866 | +100.0% | 0.03% | – |
SAIC | New | SCIENCE APPLICATIONS INTL CO | $6,979,000 | – | 89,851 | +100.0% | 0.03% | – |
BC | New | BRUNSWICK CORP | $6,962,000 | – | 108,774 | +100.0% | 0.03% | – |
GAN | New | GAN LTD | $6,976,000 | – | 274,125 | +100.0% | 0.03% | – |
PNFP | New | PINNACLE FINL PARTNERS INC | $6,802,000 | – | 161,989 | +100.0% | 0.03% | – |
SGRY | New | SURGERY PARTNERS INC | $5,114,000 | – | 441,970 | +100.0% | 0.02% | – |
GKOS | New | GLAUKOS CORP | $4,267,000 | – | 111,061 | +100.0% | 0.02% | – |
MYOK | New | MYOKARDIA INC | $3,455,000 | – | 35,760 | +100.0% | 0.01% | – |
TPTX | New | TURNING POINT THERAPEUTICS I | $2,136,000 | – | 33,072 | +100.0% | 0.01% | – |
KOD | New | KODIAK SCIENCES INC | $1,930,000 | – | 35,658 | +100.0% | 0.01% | – |
ACWX | New | ISHARES TRmsci acwi ex us | $1,786,000 | – | 41,303 | +100.0% | 0.01% | – |
RELX | New | RELX PLCsponsored adr | $418,000 | – | 17,756 | +100.0% | 0.00% | – |
NTES | New | NETEASE INCsponsored ads | $217,000 | – | 506 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-18
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
TAIWAN SEMICONDUCTOR-SP ADR | 43 | Q3 2023 | 12.3% |
MERCADOLIBRE INC | 43 | Q3 2023 | 11.3% |
AMAZON.COM INC | 43 | Q3 2023 | 1.9% |
YANDEX NV-A | 42 | Q3 2023 | 6.5% |
COSTCO WHSL CORP NEW | 41 | Q3 2023 | 1.4% |
CANADIAN PAC RY LTD | 39 | Q1 2023 | 9.3% |
AMPHENOL CORP NEW | 35 | Q2 2023 | 2.1% |
ICON PLC | 34 | Q3 2023 | 7.4% |
CANADIAN NATL RY CO | 34 | Q1 2023 | 6.8% |
WORKDAY INC - CLASS A | 34 | Q3 2023 | 0.4% |
View WCM INVESTMENT MANAGEMENT, LLC's complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
ALCON INC | February 10, 2023 | 18,489,695 | 3.8% |
EPLUS INC | February 10, 2023 | 704,781 | 2.6% |
METTLER TOLEDO INTERNATIONAL INC/ | February 10, 2023 | 962,137 | 4.3% |
RESMED INC | February 10, 2023 | 3,832,642 | 2.6% |
Stevanato Group S.p.A. | February 10, 2023 | 855,906 | 2.5% |
METTLER TOLEDO INTERNATIONAL INC/ | February 10, 2022 | 1,475,820 | 6.4% |
RESMED INC | February 10, 2022 | 9,046,150 | 6.2% |
TDCX Inc. | February 10, 2022 | 1,688,792 | 7.6% |
CORE LABORATORIES N VSold out | February 05, 2020 | 0 | 0.0% |
SHOPIFY INC. | February 05, 2020 | 4,777,828 | 4.6% |
View WCM INVESTMENT MANAGEMENT, LLC's complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-25 |
SC 13G/A | 2024-01-30 |
SC 13G/A | 2024-01-30 |
SC 13G/A | 2024-01-30 |
SC 13G/A | 2024-01-30 |
SC 13G/A | 2024-01-30 |
13F-HR | 2024-01-29 |
13F-HR | 2023-10-10 |
13F-HR | 2023-07-14 |
13F-HR | 2023-05-15 |
View WCM INVESTMENT MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.