WCM INVESTMENT MANAGEMENT, LLC - Q2 2024 holdings

$42.3 Billion is the total value of WCM INVESTMENT MANAGEMENT, LLC's 267 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 20.2% .

 Value Shares↓ Weighting
SellCANADIAN PACIFIC KANSAS CITY$2,391,988,670
-21.5%
30,289,840
-12.3%
5.65%
-21.9%
ICLR SellICON PLC$2,090,267,406
-7.4%
6,673,480
-0.7%
4.94%
-7.9%
IBN SellICICI BANK LIMITEDadr$1,844,128,950
+9.0%
63,568,733
-0.8%
4.36%
+8.4%
ASML SellASML HOLDING N V$1,657,167,540
-1.5%
1,612,015
-7.1%
3.92%
-2.1%
WCN SellWASTE CONNECTIONS INC$1,641,738,279
+1.5%
9,339,733
-0.6%
3.88%
+1.0%
SellLINDE PLC$1,521,099,099
-6.1%
3,455,316
-1.0%
3.60%
-6.6%
TSM BuyTAIWAN SEMICONDUCTOR MFG LTDsponsored ads$1,464,316,610
+62175.5%
8,531,822
+49265.4%
3.46%
+57583.3%
ACGL SellARCH CAP GROUP LTDord$1,412,617,615
+8.2%
13,983,544
-1.0%
3.34%
+7.6%
BuyNU HLDGS LTD$1,298,490,026
+8.9%
100,502,324
+0.5%
3.07%
+8.3%
SellATLASSIAN CORPORATIONcl a$1,292,588,719
-29.8%
7,472,043
-20.9%
3.06%
-30.3%
MELI SellMERCADOLIBRE INC$1,246,268,742
-7.7%
750,362
-15.9%
2.95%
-8.2%
AMZN BuyAMAZON COM INC$1,182,243,574
+33.3%
5,975,454
+21.6%
2.80%
+32.6%
SE NewSEA LTDsponsord ads$1,146,322,86415,384,819
+100.0%
2.71%
CPNG BuyCOUPANG INCcl a$1,093,631,588
+36.8%
51,855,457
+15.4%
2.58%
+36.1%
SPOT NewSPOTIFY TECHNOLOGY S A$1,030,620,8413,267,870
+100.0%
2.44%
AON SellAON PLC$1,020,354,327
-29.5%
3,484,817
-19.6%
2.41%
-29.9%
STE SellSTERIS PLC$1,018,557,480
-4.4%
4,705,958
-0.7%
2.41%
-4.9%
MNDY BuyMONDAY COM LTD$989,233,003
+35.8%
4,186,698
+29.8%
2.34%
+35.0%
SellGE AEROSPACE$909,947,046
-10.3%
5,669,452
-1.9%
2.15%
-10.8%
MSFT SellMICROSOFT CORP$878,030,258
+5.7%
1,938,899
-1.8%
2.08%
+5.1%
APP BuyAPPLOVIN CORP$813,861,168
+63.6%
9,791,400
+36.2%
1.92%
+62.6%
NVDA BuyNVIDIA CORPORATION$766,312,756
+6.6%
6,180,440
+677.0%
1.81%
+6.0%
DDOG SellDATADOG INC$688,822,887
+2.4%
5,362,576
-1.5%
1.63%
+1.8%
ENTG SellENTEGRIS INC$684,408,677
-4.9%
5,089,297
-0.6%
1.62%
-5.4%
AJG SellGALLAGHER ARTHUR J & CO$677,391,082
+3.2%
2,604,048
-0.8%
1.60%
+2.6%
BAH SellBOOZ ALLEN HAMILTON HLDG CORcl a$660,265,886
+4.6%
4,225,702
-0.6%
1.56%
+4.1%
MCK SellMCKESSON CORP$658,198,745
+9.7%
1,109,573
-0.8%
1.56%
+9.0%
UNH BuyUNITEDHEALTH GROUP INC$592,115,529
-1.1%
1,217,243
+0.6%
1.40%
-1.6%
NVO SellNOVO-NORDISK A Sadr$582,987,595
+11.3%
4,034,795
-1.1%
1.38%
+10.7%
V SellVISA INC$572,715,606
-6.1%
2,148,301
-1.7%
1.35%
-6.6%
ANET SellARISTA NETWORKS INC$552,245,282
-37.5%
1,587,231
-47.9%
1.30%
-37.9%
ISRG SellINTUITIVE SURGICAL INC$545,225,477
-20.5%
1,224,923
-28.7%
1.29%
-20.9%
TMO SellTHERMO FISHER SCIENTIFIC INC$539,465,337
-5.9%
979,457
-0.7%
1.28%
-6.5%
LPLA SellLPL FINL HLDGS INC$459,868,328
+2.6%
1,663,718
-2.0%
1.09%
+2.0%
FND SellFLOOR & DECOR HLDGS INCcl a$452,256,671
-22.8%
4,490,237
-0.7%
1.07%
-23.3%
EPAM SellEPAM SYS INC$416,562,289
-38.5%
2,250,350
-8.2%
0.98%
-38.8%
RACE SellFERRARI N V$383,267,020
-17.8%
936,030
-12.5%
0.91%
-18.2%
CTVA SellCORTEVA INC$376,538,368
-9.6%
7,018,423
-2.8%
0.89%
-10.1%
ILMN SellILLUMINA INC$356,948,350
-23.0%
3,352,887
-0.7%
0.84%
-23.4%
ODFL BuyOLD DOMINION FREIGHT LINE IN$351,382,244
-19.3%
2,015,153
+1.5%
0.83%
-19.7%
AZN BuyASTRAZENECA PLCsponsored adr$311,647,860
+49.2%
3,986,286
+29.3%
0.74%
+48.3%
NewGE VERNOVA INC$246,500,6091,398,347
+100.0%
0.58%
FERG SellFERGUSON PLC NEW$230,420,105
-12.6%
1,191,048
-1.3%
0.54%
-12.9%
SellTHOMSON REUTERS CORP.$184,641,219
+8.3%
1,083,003
-1.0%
0.44%
+7.7%
CNQ BuyCANADIAN NAT RES LTD$158,814,999
-7.2%
4,453,589
+98.7%
0.38%
-7.9%
UBS SellUBS GROUP AG$155,308,874
-4.8%
5,275,437
-0.7%
0.37%
-5.4%
NewCELESTICA INC$151,354,0602,646,050
+100.0%
0.36%
TTEK BuyTETRA TECH INC NEW$73,822,364
+18.3%
343,280
+1.6%
0.18%
+18.2%
GLOB BuyGLOBANT S A$68,535,953
+4.7%
381,901
+17.8%
0.16%
+3.8%
ADUS SellADDUS HOMECARE CORP$55,316,586
+9.9%
484,341
-0.6%
0.13%
+9.2%
VRRM SellVERRA MOBILITY CORP$54,511,222
+9.1%
1,990,187
-0.5%
0.13%
+8.4%
BAP BuyCREDICORP LTD$52,734,066
+8.4%
331,494
+15.5%
0.12%
+7.8%
ESI SellELEMENT SOLUTIONS INC$48,748,177
+6.9%
1,816,251
-0.5%
0.12%
+6.5%
BECN BuyBEACON ROOFING SUPPLY INC$47,035,552
-6.8%
516,931
+0.4%
0.11%
-7.5%
APG SellAPI GROUP CORP$44,961,889
-2.2%
1,168,752
-0.2%
0.11%
-2.8%
BuyGRAB HOLDINGS LIMITEDclass a ord$42,606,629
+33.3%
12,035,771
+18.3%
0.10%
+32.9%
FRPT NewFRESHPET INC$42,158,507326,178
+100.0%
0.10%
BRKS BuyAZENTA INC$42,099,457
-12.3%
808,051
+1.4%
0.10%
-12.3%
DESP NewDESPEGAR COM CORP$38,412,4342,918,878
+100.0%
0.09%
RGA NewREINSURANCE GRP OF AMERICA I$38,555,555187,063
+100.0%
0.09%
ESGR SellENSTAR GROUP LIMITED$38,293,057
-2.0%
125,108
-0.5%
0.09%
-2.2%
PLUS SellEPLUS INC$33,490,552
-8.5%
464,437
-0.4%
0.08%
-9.2%
ENSG SellENSIGN GROUP INC$32,378,715
-3.0%
267,947
-0.1%
0.08%
-2.5%
NewFTAI AVIATION LTD$32,560,467319,816
+100.0%
0.08%
SAIA SellSAIA INC$30,322,822
-30.5%
66,106
-11.4%
0.07%
-30.8%
BOOT SellBOOT BARN HLDGS INC$30,325,102
-3.8%
236,232
-28.7%
0.07%
-4.0%
ICUI SellICU MED INC$30,401,105
+10.2%
256,074
-0.3%
0.07%
+9.1%
TCOM NewTRIP COM GROUP LTDads$29,464,203620,299
+100.0%
0.07%
BZ NewKANZHUN LIMITEDsponsored ads$29,036,3731,508,383
+100.0%
0.07%
BuyKASPI KZ JSCsponsored ads$29,295,126
+25.4%
221,463
+22.0%
0.07%
+23.2%
LSTR SellLANDSTAR SYS INC$28,437,189
-5.8%
155,769
-0.5%
0.07%
-6.9%
SellHILLMAN SOLUTIONS CORP$28,393,473
-17.8%
3,226,531
-0.6%
0.07%
-18.3%
ESTC BuyELASTIC N V$27,923,977
+23.8%
243,325
+8.1%
0.07%
+22.2%
AMN SellAMN HEALTHCARE SVCS INC$28,088,980
-41.3%
542,363
-29.1%
0.07%
-42.1%
AMD BuyADVANCED MICRO DEVICES INC$27,490,874
-10.5%
172,389
+1.2%
0.06%
-11.0%
ASH SellASHLAND INC$27,316,687
-3.5%
289,740
-0.3%
0.06%
-3.0%
FIX NewCOMFORT SYS USA INC$27,000,32685,463
+100.0%
0.06%
GO BuyGROCERY OUTLET HLDG CORP$26,894,597
+6.8%
1,217,501
+39.1%
0.06%
+6.7%
DORM SellDORMAN PRODS INC$26,799,542
-6.5%
295,866
-0.6%
0.06%
-7.4%
CWK SellCUSHMAN WAKEFIELD PLC$25,383,067
-1.3%
2,450,103
-0.4%
0.06%
-1.6%
HAYW SellHAYWARD HLDGS INC$24,577,565
-20.1%
1,998,176
-0.6%
0.06%
-20.5%
SellMERIDIANLINK INC$24,673,142
+14.3%
1,147,588
-0.6%
0.06%
+13.7%
VRTS SellVIRTUS INVT PARTNERS INC$24,188,172
-11.5%
109,533
-0.6%
0.06%
-12.3%
AIT BuyAPPLIED INDL TECHNOLOGIES IN$23,783,671
-1.4%
123,257
+1.0%
0.06%
-1.8%
WH SellWYNDHAM HOTELS & RESORTS INC$23,434,842
-3.9%
316,217
-0.5%
0.06%
-5.2%
CWST BuyCASELLA WASTE SYS INCcl a$23,037,619
+2.3%
230,861
+1.3%
0.05%0.0%
IPAR SellINTER PARFUMS INC$22,310,384
-16.1%
188,178
-0.5%
0.05%
-15.9%
AZEK SellAZEK CO INCcl a$21,969,150
-17.4%
527,724
-0.3%
0.05%
-17.5%
APPF BuyAPPFOLIO INC$22,067,583
+3.7%
88,664
+2.8%
0.05%
+2.0%
CASY SellCASEYS GEN STORES INC$21,730,170
+7.6%
56,756
-10.5%
0.05%
+6.2%
RMBS BuyRAMBUS INC DEL$20,586,566
-7.2%
363,656
+1.4%
0.05%
-7.5%
LANC SellLANCASTER COLONY CORP$20,140,924
-10.0%
107,201
-0.6%
0.05%
-9.4%
MTSI SellMACOM TECH SOLUTIONS HLDGS I$20,500,164
+14.0%
186,960
-0.6%
0.05%
+11.6%
CSWI SellCSW INDUSTRIALS INC$20,259,752
+12.1%
76,608
-0.6%
0.05%
+11.6%
YMM NewFULL TRUCK ALLIANCE CO LTDsponsored ads$19,833,8252,392,500
+100.0%
0.05%
WEX BuyWEX INC$19,954,443
-22.6%
114,398
+5.4%
0.05%
-23.0%
SPSC BuySPS COMM INC$19,452,243
+2.6%
103,552
+1.0%
0.05%
+2.2%
AVNT SellAVIENT CORPORATION$19,599,622
-14.5%
453,800
-14.1%
0.05%
-14.8%
EVR BuyEVERCORE INCclass a$19,337,809
+4.1%
97,908
+1.5%
0.05%
+4.5%
FOUR BuySHIFT4 PMTS INCcl a$19,327,299
+43.7%
263,602
+29.5%
0.05%
+43.8%
PRI BuyPRIMERICA INC$19,270,146
-5.1%
81,515
+1.5%
0.05%
-4.2%
OLLI SellOLLIES BARGAIN OUTLET HLDGS$18,882,165
+22.8%
192,009
-0.6%
0.04%
+21.6%
CGNX BuyCOGNEX CORP$19,113,440
+11.6%
410,865
+1.7%
0.04%
+9.8%
JBT SellJOHN BEAN TECHNOLOGIES CORP$19,024,104
-7.8%
196,145
-0.3%
0.04%
-8.2%
PFGC BuyPERFORMANCE FOOD GROUP CO$18,429,643
-8.3%
273,518
+1.5%
0.04%
-8.3%
MTDR SellMATADOR RES CO$18,553,636
-11.0%
311,146
-0.3%
0.04%
-12.0%
BuyINTER & CO INC$18,726,290
+26.9%
3,001,008
+16.1%
0.04%
+25.7%
UNF SellUNIFIRST CORP MASS$18,460,905
-1.7%
107,694
-0.6%
0.04%
-2.2%
SMAR BuySMARTSHEET INC$18,463,603
+15.7%
423,866
+2.3%
0.04%
+15.8%
CZR BuyCAESARS ENTERTAINMENT INC NE$18,370,718
+25.4%
470,682
+40.6%
0.04%
+22.9%
PLNT BuyPLANET FITNESS INCcl a$18,156,230
+19.6%
245,620
+1.4%
0.04%
+19.4%
ACIW SellACI WORLDWIDE INC$18,050,918
+14.4%
468,855
-1.4%
0.04%
+13.2%
WAL BuyWESTERN ALLIANCE BANCORP$16,449,923
+27.9%
270,025
+34.8%
0.04%
+25.8%
TKR BuyTIMKEN CO$16,696,886
-7.4%
208,920
+1.3%
0.04%
-9.3%
HALO BuyHALOZYME THERAPEUTICS INC$16,048,101
+28.8%
310,829
+1.5%
0.04%
+26.7%
TXRH SellTEXAS ROADHOUSE INC$16,086,157
-27.7%
92,412
-35.9%
0.04%
-28.3%
WSC BuyWILLSCOT MOBIL MINI HLDNG CO$16,104,766
-17.1%
424,368
+1.6%
0.04%
-17.4%
EEFT BuyEURONET WORLDWIDE INC$15,507,333
-1.8%
145,869
+1.6%
0.04%
-2.6%
TREX BuyTREX CO INC$15,430,690
-24.0%
207,625
+2.0%
0.04%
-25.0%
VLRS BuyCONTROLADORA VUELA COMP DE Aspon adr rp 10$15,219,515
+17.5%
2,396,774
+37.3%
0.04%
+16.1%
RBC BuyREGAL REXNORD CORPORATION$15,431,052
-23.1%
113,106
+1.5%
0.04%
-25.0%
MOD SellMODINE MFG CO$14,636,398
-19.3%
149,351
-21.6%
0.04%
-18.6%
IRTC BuyIRHYTHM TECHNOLOGIES INC$14,746,285
-8.1%
141,275
+2.1%
0.04%
-7.9%
CBZ NewCBIZ INC$14,903,487202,136
+100.0%
0.04%
FIVN BuyFIVE9 INC$14,495,039
-29.2%
335,611
+1.8%
0.03%
-30.6%
EGP BuyEASTGROUP PPTYS INC$14,173,224
+325.5%
83,776
+352.1%
0.03%
+325.0%
IAC BuyIAC INC$14,195,077
-10.4%
303,638
+2.3%
0.03%
-10.5%
BuyWNS HLDGS LTD$14,147,217
+4.5%
271,905
+1.4%
0.03%
+3.1%
AMWD SellAMERICAN WOODMARK CORPORATIO$13,996,627
-23.4%
178,985
-0.4%
0.03%
-23.3%
CRMT SellAMERICAS CAR-MART INC$13,466,417
-6.2%
223,509
-0.6%
0.03%
-5.9%
NewAMER SPORTS INC$13,415,5921,024,091
+100.0%
0.03%
NTRA BuyNATERA INC$13,021,774
+22.2%
118,369
+1.6%
0.03%
+24.0%
NewBRAZE INC$13,241,417347,909
+100.0%
0.03%
SGRY BuySURGERY PARTNERS INC$12,652,845
-16.6%
520,265
+2.3%
0.03%
-16.7%
POWI BuyPOWER INTEGRATIONS INC$12,712,631
-1.3%
183,682
+2.1%
0.03%
-3.2%
FIVE BuyFIVE BELOW INC$12,047,624
-38.1%
108,910
+1.5%
0.03%
-39.1%
BILL BuyBILL HOLDINGS INC$11,712,383
-25.7%
232,758
+1.5%
0.03%
-24.3%
MRCY SellMERCURY SYS INC$12,034,079
-9.5%
449,704
-0.2%
0.03%
-12.5%
BuyFIRST WATCH RESTAURANT GROUP$11,670,947
-27.2%
663,122
+1.8%
0.03%
-26.3%
LLY BuyELI LILLY & CO$10,493,958
+17.5%
11,544
+0.6%
0.02%
+19.0%
SAIC SellSCIENCE APPLICATIONS INTL CO$10,771,808
-10.6%
91,941
-0.5%
0.02%
-13.8%
GB BuyGLOBAL BLUE GROUP HOLDING AG$9,993,292
-0.7%
1,959,469
+2.0%
0.02%0.0%
SHOP SellSHOPIFY INCcl a$10,131,381
-14.0%
152,650
-0.0%
0.02%
-14.3%
FN SellFABRINET$9,725,213
-70.6%
39,434
-77.4%
0.02%
-70.9%
AXSM BuyAXSOME THERAPEUTICS INC$9,077,801
+1.9%
113,345
+1.6%
0.02%0.0%
FB NewMETA PLATFORMS INCcl a$8,557,15316,470
+100.0%
0.02%
SellDOCGO INC$8,381,432
-21.0%
2,611,038
-0.6%
0.02%
-20.0%
RGEN SellREPLIGEN CORP$8,485,581
-48.5%
67,032
-25.2%
0.02%
-48.7%
IT SellGARTNER INC$7,985,845
-14.5%
17,955
-8.3%
0.02%
-13.6%
GKOS NewGLAUKOS CORP$7,990,17468,071
+100.0%
0.02%
LNTH NewLANTHEUS HLDGS INC$7,649,15794,074
+100.0%
0.02%
BuyCI&T INC$7,102,391
+24.2%
1,414,819
+2.1%
0.02%
+21.4%
PCVX NewVAXCYTE INC$7,270,78692,304
+100.0%
0.02%
GDDY BuyGODADDY INCcl a$6,631,248
+18.3%
47,285
+0.1%
0.02%
+23.1%
INSM SellINSMED INC$6,261,432
-27.9%
93,524
-70.8%
0.02%
-28.6%
RCKT SellROCKET PHARMACEUTICALS INC$6,276,868
-21.7%
292,901
-1.6%
0.02%
-21.1%
RARE BuyULTRAGENYX PHARMACEUTICAL IN$6,406,639
-10.0%
154,675
+1.4%
0.02%
-11.8%
ARWR BuyARROWHEAD PHARMACEUTICALS IN$5,889,715
-8.7%
229,261
+1.6%
0.01%
-6.7%
BRO BuyBROWN & BROWN INC$5,476,589
+3.1%
60,743
+0.1%
0.01%0.0%
EME BuyEMCOR GROUP INC$5,536,811
+5.8%
14,949
+0.1%
0.01%
+8.3%
ATRC BuyATRICURE INC$5,217,030
-23.0%
224,003
+0.5%
0.01%
-25.0%
KROS SellKEROS THERAPEUTICS INC$5,252,638
-32.2%
116,544
-0.4%
0.01%
-33.3%
ACAD BuyACADIA PHARMACEUTICALS INC$4,737,756
-9.1%
289,417
+2.6%
0.01%
-8.3%
BBIO BuyBRIDGEBIO PHARMA INC$4,452,638
-17.2%
176,692
+1.6%
0.01%
-15.4%
IMVT BuyIMMUNOVANT INC$4,564,092
-16.7%
175,542
+3.5%
0.01%
-15.4%
NewLIFE360 INC$4,768,448149,528
+100.0%
0.01%
CYTK BuyCYTOKINETICS INC$4,131,003
+34.3%
76,813
+75.1%
0.01%
+42.9%
NFLX  NETFLIX INC$4,106,040
+12.7%
6,0000.0%0.01%
+11.1%
JLL BuyJONES LANG LASALLE INC$4,210,445
+4.9%
20,593
+0.1%
0.01%0.0%
EWBC  EAST WEST BANCORP INC$3,603,428
-9.3%
50,2430.0%0.01%0.0%
MKSI BuyMKS INSTRS INC$3,629,232
-2.1%
27,900
+0.1%
0.01%0.0%
PTC BuyPTC INC$3,670,515
-3.9%
20,250
+0.1%
0.01%0.0%
HDB BuyHDFC BANK LTDsponsored ads$3,307,656
+15.9%
50,989
+0.0%
0.01%
+14.3%
 STEVANATO GROUP S P A$3,408,860
-41.7%
182,0000.0%0.01%
-42.9%
CYRX BuyCRYOPORT INC$3,206,917
-60.6%
468,163
+1.9%
0.01%
-57.9%
CUBE  CUBESMART$3,235,197
-0.9%
72,1820.0%0.01%0.0%
MAS BuyMASCO CORP$2,975,251
-15.7%
44,808
+0.2%
0.01%
-12.5%
BKR BuyBAKER HUGHES COMPANYcl a$3,043,485
+11.6%
88,422
+8.7%
0.01%
+16.7%
KMX BuyCARMAX INC$2,867,790
-15.7%
39,108
+0.1%
0.01%
-12.5%
GGG BuyGRACO INC$2,940,254
-15.1%
37,101
+0.1%
0.01%
-12.5%
LULU BuyLULULEMON ATHLETICA INC$3,101,806
+22.6%
10,061
+55.4%
0.01%
+16.7%
RYAAY SellRYANAIR HOLDINGS PLCsponsored ads$2,930,517
-30.2%
25,118
-12.9%
0.01%
-30.0%
WSO SellWATSCO INC$3,044,713
-16.0%
6,593
-21.4%
0.01%
-22.2%
ZBRA SellZEBRA TECHNOLOGIES CORPORATIcl a$2,908,423
+1.8%
9,474
-0.0%
0.01%0.0%
NKE NewNIKE INCcl b$2,490,85526,445
+100.0%
0.01%
REXR SellREXFORD INDL RLTY INC$2,468,597
-82.5%
55,524
-80.2%
0.01%
-82.4%
MA SellMASTERCARD INCORPORATEDcl a$2,716,714
-21.8%
6,136
-15.0%
0.01%
-25.0%
YETI BuyYETI HLDGS INC$2,648,157
+2.2%
67,366
+0.2%
0.01%0.0%
XOM BuyEXXON MOBIL CORP$2,610,011
+6.5%
22,716
+7.7%
0.01%0.0%
SITE SellSITEONE LANDSCAPE SUPPLY INC$2,310,680
-31.2%
18,909
-1.8%
0.01%
-37.5%
POOL BuyPOOL CORP$1,924,773
-23.6%
6,258
+0.2%
0.01%
-16.7%
ESGE SellISHARES INCesg awr msci em$2,161,271
-23.1%
64,612
-25.9%
0.01%
-28.6%
SLP  SIMULATIONS PLUS INC$1,915,200
+16.4%
40,0000.0%0.01%
+25.0%
AXON BuyAXON ENTERPRISE INC$2,257,316
+22.4%
7,566
+28.4%
0.01%
+25.0%
ALC SellALCON AG$2,023,499
+7.6%
22,556
-0.1%
0.01%
+25.0%
TTWO BuyTAKE-TWO INTERACTIVE SOFTWAR$1,574,195
+36.8%
10,028
+29.4%
0.00%
+33.3%
BuyR1 RCM INC$1,747,975
-2.8%
139,838
+0.1%
0.00%0.0%
CRL BuyCHARLES RIV LABS INTL INC$1,612,768
+0.3%
7,778
+31.1%
0.00%0.0%
ACN SellACCENTURE PLC IRELAND$1,802,161
-99.8%
5,944
-99.8%
0.00%
-99.8%
TECH BuyBIO-TECHNE CORP$1,237,602
+33.0%
17,232
+30.3%
0.00%
+50.0%
TT SellTRANE TECHNOLOGIES PLC$1,101,712
-27.2%
3,302
-34.5%
0.00%
-25.0%
CB BuyCHUBB LIMITED$1,098,168
+1.8%
4,191
+0.7%
0.00%0.0%
GIB BuyCGI INCcl a sub vtg$1,256,808
-7.8%
12,523
+1.5%
0.00%0.0%
TFII BuyTFI INTL INC$1,153,546
-9.3%
8,154
+2.2%
0.00%0.0%
TDY BuyTELEDYNE TECHNOLOGIES INC$1,064,173
+15.6%
2,754
+28.4%
0.00%
+50.0%
NDSN BuyNORDSON CORP$1,210,970
+10.1%
5,258
+31.2%
0.00%0.0%
RELX BuyRELX PLCsponsored adr$1,189,193
+8.2%
25,768
+1.5%
0.00%0.0%
BuyBROOKFIELD CORPcl a ltd vt sh$1,258,852
+54.0%
30,290
+55.1%
0.00%
+50.0%
SRPT BuySAREPTA THERAPEUTICS INC$1,301,117
+60.1%
8,237
+31.2%
0.00%
+50.0%
HUBS BuyHUBSPOT INC$1,174,950
+22.6%
2,005
+31.0%
0.00%
+50.0%
TSCO BuyTRACTOR SUPPLY CO$1,297,618
+33.9%
4,850
+31.0%
0.00%
+50.0%
TYL SellTYLER TECHNOLOGIES INC$1,349,089
+11.9%
2,732
-3.7%
0.00%0.0%
EXAS BuyEXACT SCIENCES CORP$666,727
-24.0%
14,986
+18.0%
0.00%0.0%
BIDU SellBAIDU INCspon adr rep a$659,241
-19.9%
7,574
-3.1%
0.00%0.0%
WDAY  WORKDAY INCcl a$781,760
-18.1%
3,5000.0%0.00%0.0%
NICE BuyNICE LTDsponsored adr$844,631
-2.8%
5,007
+50.2%
0.00%0.0%
BuyHALEON PLCspon ads$979,861
+1.3%
116,235
+2.0%
0.00%0.0%
PAC BuyGRUPO AEROPUERTO DEL PACIFICspon adr b$640,276
-4.2%
4,117
+0.5%
0.00%0.0%
NewGRAIL INC$672,82444,382
+100.0%
0.00%
NTES SellNETEASE INCsponsored ads$757,721
-7.2%
7,888
-0.1%
0.00%0.0%
FMC BuyFMC CORP$689,526
+15.7%
12,080
+29.1%
0.00%
+100.0%
SGOV BuyISHARES TR0-3 mnth treasry$795,494
+157736.1%
7,902
+157940.0%
0.00%
SLB BuySCHLUMBERGER LTD$993,650
-13.9%
21,137
+0.3%
0.00%
-33.3%
SONY SellSONY GROUP CORPsponsored adr$901,712
-36.7%
10,699
-35.6%
0.00%
-33.3%
RHI BuyROBERT HALF INC.$267,187
+31.8%
4,209
+64.6%
0.00%
PEG BuyPUBLIC SVC ENTERPRISE GRP IN$421,062
+92.6%
5,759
+76.0%
0.00%0.0%
PG BuyPROCTER AND GAMBLE CO$368,897
+64.9%
2,214
+60.6%
0.00%0.0%
TROW BuyPRICE T ROWE GROUP INC$391,827
+61.7%
3,395
+70.8%
0.00%0.0%
PDD BuyPDD HOLDINGS INCsponsored ads$246,596
+14.0%
1,869
+0.5%
0.00%0.0%
PSX BuyPHILLIPS 66$335,884
+58.1%
2,410
+85.2%
0.00%0.0%
SWKS NewSKYWORKS SOLUTIONS INC$313,2622,967
+100.0%
0.00%
PFE NewPFIZER INC$322,18811,590
+100.0%
0.00%
PEP NewPEPSICO INC$229,7711,382
+100.0%
0.00%
PCTY BuyPAYLOCITY HLDG CORP$529,765
+1.0%
4,007
+31.2%
0.00%0.0%
TXN BuyTEXAS INSTRS INC$450,498
+73.8%
2,329
+56.5%
0.00%0.0%
MOH BuyMOLINA HEALTHCARE INC$316,155
+13.8%
1,044
+54.4%
0.00%0.0%
TTE NewTOTALENERGIES SEsponsored ads$266,1603,997
+100.0%
0.00%
MRK BuyMERCK & CO INC$413,022
+43.0%
3,182
+45.4%
0.00%0.0%
MSM BuyMSC INDL DIRECT INCcl a$351,747
+54.9%
4,509
+92.7%
0.00%0.0%
LMT BuyLOCKHEED MARTIN CORP$401,031
+71.9%
859
+67.4%
0.00%0.0%
UL BuyUNILEVER PLCspon adr new$502,523
+93.7%
9,079
+75.6%
0.00%0.0%
UNP BuyUNION PAC CORP$307,383
+41.4%
1,376
+55.7%
0.00%0.0%
UPS NewUNITED PARCEL SERVICE INCcl b$347,7932,561
+100.0%
0.00%
JNJ BuyJOHNSON & JOHNSON$401,898
+50.2%
2,757
+63.0%
0.00%0.0%
JPM BuyJPMORGAN CHASE & CO.$481,095
+68.2%
2,416
+69.2%
0.00%0.0%
VZ BuyVERIZON COMMUNICATIONS INC$477,206
+60.2%
11,691
+64.7%
0.00%0.0%
EFA BuyISHARES TRmsci eafe etf$400,980
+22.3%
5,125
+24.8%
0.00%0.0%
HD BuyHOME DEPOT INC$341,490
+49.4%
1,000
+67.8%
0.00%0.0%
HSY NewHERSHEY CO$290,2141,580
+100.0%
0.00%
GD BuyGENERAL DYNAMICS CORP$571,399
+78.4%
1,954
+72.3%
0.00%0.0%
ETR BuyENTERGY CORP NEW$476,150
+78.9%
4,460
+77.1%
0.00%0.0%
DVN NewDEVON ENERGY CORP NEW$218,9964,659
+100.0%
0.00%
CFR BuyCULLEN FROST BANKERS INC$453,574
+56.1%
4,565
+76.9%
0.00%0.0%
CMCSA BuyCOMCAST CORP NEWcl a$391,815
+61.8%
10,236
+83.2%
0.00%0.0%
KOF NewCOCA-COLA FEMSA SAB DE CVsponsord adr rep$271,3513,197
+100.0%
0.00%
KO NewCOCA COLA CO$346,9675,429
+100.0%
0.00%
CLX NewCLOROX CO DEL$223,6141,637
+100.0%
0.00%
CSCO BuyCISCO SYS INC$326,100
+52.0%
6,873
+59.9%
0.00%0.0%
CVX BuyCHEVRON CORP NEW$423,705
+46.9%
2,711
+48.2%
0.00%0.0%
CDW BuyCDW CORP$295,535
-10.6%
1,319
+2.0%
0.00%0.0%
BMRN BuyBIOMARIN PHARMACEUTICAL INC$539,410
+26.9%
6,460
+32.7%
0.00%0.0%
AMGN BuyAMGEN INC$577,503
+65.1%
1,841
+49.7%
0.00%0.0%
O NewREALTY INCOME CORP$291,6685,563
+100.0%
0.00%
KSA  ISHARES TRmsci saudi arbia$57,280
-7.7%
1,4060.0%0.00%
EFG NewISHARES TReafe grwth etf$63,466619
+100.0%
0.00%
CSL SellCARLISLE COS INC$201,914
-25.0%
491
-28.5%
0.00%
-100.0%
ACWI NewISHARES TRmsci acwi etf$184,5841,639
+100.0%
0.00%
ExitBROOKFIELD ASSET MANAGMT LTD$0-20,128
-100.0%
-0.00%
IFF ExitINTERNATIONAL FLAVORS&FRAGRA$0-31,128
-100.0%
-0.01%
MTD ExitMETTLER TOLEDO INTERNATIONAL$0-2,391
-100.0%
-0.01%
SP ExitSP PLUS CORP$0-168,562
-100.0%
-0.02%
PRVA ExitPRIVIA HEALTH GROUP INC$0-572,454
-100.0%
-0.03%
CMG ExitCHIPOTLE MEXICAN GRILL INC$0-5,098
-100.0%
-0.04%
WING ExitWINGSTOP INC$0-47,223
-100.0%
-0.04%
ZTO ExitZTO EXPRESS CAYMAN INCsponsored ads a$0-866,722
-100.0%
-0.04%
ExitPERMIAN RESOURCES CORP$0-1,367,115
-100.0%
-0.06%
SMCI ExitSUPER MICRO COMPUTER INC$0-24,749
-100.0%
-0.06%
SWAV ExitSHOCKWAVE MED INC$0-157,800
-100.0%
-0.12%
CLS ExitCELESTICA INC$0-2,398,352
-100.0%
-0.26%
SNOW ExitSNOWFLAKE INCcl a$0-1,848,043
-100.0%
-0.71%
COST ExitCOSTCO WHSL CORP NEW$0-529,857
-100.0%
-0.92%
LRCX ExitLAM RESEARCH CORP$0-484,865
-100.0%
-1.12%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2024-07-31
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
TAIWAN SEMICONDUCTOR-SP ADR46Q2 202412.3%
MERCADOLIBRE INC46Q2 202411.3%
AMAZON.COM INC46Q2 20242.8%
YANDEX NV-A43Q4 20236.5%
COSTCO WHSL CORP NEW43Q1 20241.4%
CANADIAN PAC RY LTD39Q1 20239.3%
ICON PLC37Q2 20247.4%
WORKDAY INC - CLASS A37Q2 20240.4%
HDFC BANK LTD-ADR36Q2 20249.8%
AMPHENOL CORP NEW35Q2 20232.1%

View WCM INVESTMENT MANAGEMENT, LLC's complete holdings history.

Latest significant ownerships (13-D/G)
WCM INVESTMENT MANAGEMENT, LLC Q2 2024 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
CI&T IncJanuary 30, 20241,326,6246.6%
EPAM Systems, Inc.January 30, 20242,502,3904.3%
ICON PLCJanuary 30, 20246,869,8818.3%
STERIS plcJanuary 30, 20244,850,1344.9%
ALCON INCFebruary 10, 202318,489,6953.8%
EPLUS INCFebruary 10, 2023704,7812.6%
METTLER TOLEDO INTERNATIONAL INC/February 10, 2023962,1374.3%
RESMED INCFebruary 10, 20233,832,6422.6%
Stevanato Group S.p.A.February 10, 2023855,9062.5%
METTLER TOLEDO INTERNATIONAL INC/February 10, 20221,475,8206.4%

View WCM INVESTMENT MANAGEMENT, LLC's complete significant-ownership history.

Latest filings
TypeFiled
SC 13G/A2024-10-23
SCHEDULE 13G2024-10-04
SCHEDULE 13G2024-10-04
N-PX2024-08-30
13F-HR2024-07-31
13F-HR2024-04-25
SC 13G/A2024-01-30
SC 13G/A2024-01-30
SC 13G/A2024-01-30
SC 13G/A2024-01-30

View WCM INVESTMENT MANAGEMENT, LLC's complete filings history.

Compare quarters

Export WCM INVESTMENT MANAGEMENT, LLC's holdings