13F HOLDINGS REPORT
WCM INVESTMENT MANAGEMENT, LLC
Quarter ended Q1 2023 · Filed February 7, 2023 · Accession 0001062993-23-002291
Total Value
$29.98B
Positions
213
Other Managers
0
Confidential Omitted
No
Holdings (213)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CANADIAN PAC RY LTD | 13645T100 | 30,262,648 | $2.26B | 7.53% |
| 2 | AON PLC | AON | 5,104,272 | $1.53B | 5.11% |
| 3 | METTLER TOLEDO INTERNATIONAL | MTD | 962,137 | $1.39B | 4.64% |
| 4 | ACCENTURE PLC IRELAND | ACN | 4,956,243 | $1.32B | 4.41% |
| 5 | ICICI BANK LIMITED | IBN | 58,357,392 | $1.28B | 4.26% |
| 6 | ATLASSIAN CORPORATION | TEAM | 9,503,757 | $1.22B | 4.08% |
| 7 | WASTE CONNECTIONS INC | WCN | 9,034,829 | $1.20B | 4.00% |
| 8 | ASML HOLDING N V | ASMLF | 2,111,434 | $1.15B | 3.85% |
| 9 | ICON PLC | ICLR | 5,885,414 | $1.14B | 3.81% |
| 10 | EPAM SYS INC | EPAM | 3,414,098 | $1.12B | 3.73% |
| 11 | STERIS PLC | STE | 5,563,771 | $1.03B | 3.43% |
| 12 | LULULEMON ATHLETICA INC | LULU | 2,542,211 | $814.5M | 2.72% |
| 13 | RESMED INC | RSMDF | 3,832,642 | $797.7M | 2.66% |
| 14 | THERMO FISHER SCIENTIFIC INC | TMO | 1,287,528 | $709.0M | 2.37% |
| 15 | UNITEDHEALTH GROUP INC | UNH | 1,243,997 | $659.5M | 2.20% |
| 16 | AMPHENOL CORP NEW | 032095101 | 8,331,002 | $634.3M | 2.12% |
| 17 | LPL FINL HLDGS INC | 50212V100 | 2,556,276 | $552.6M | 1.84% |
| 18 | VISA INC | V | 2,635,849 | $547.6M | 1.83% |
| 19 | GALLAGHER ARTHUR J & CO | 363576109 | 2,688,886 | $507.0M | 1.69% |
| 20 | STRYKER CORPORATION | SYK | 2,028,981 | $496.1M | 1.65% |
| 21 | NOVO-NORDISK A S | NONOF | 3,580,726 | $484.6M | 1.62% |
| 22 | FERRARI N V | RACE | 1,841,282 | $394.4M | 1.32% |
| 23 | MSCI INC | MSCI | 815,681 | $379.4M | 1.27% |
| 24 | LAM RESEARCH CORP | LRCX | 881,299 | $370.4M | 1.24% |
| 25 | MICROSOFT CORP | MSFT | 1,515,413 | $363.4M | 1.21% |
| 26 | DATADOG INC | DDOG | 4,902,125 | $360.3M | 1.20% |
| 27 | MCKESSON CORP | MCK | 938,931 | $352.2M | 1.18% |
| 28 | FLOOR & DECOR HLDGS INC | FND | 4,598,614 | $320.2M | 1.07% |
| 29 | ALCON AG | ALC | 4,655,240 | $319.1M | 1.06% |
| 30 | ASTRAZENECA PLC | AZN | 4,671,385 | $316.7M | 1.06% |
| 31 | OLD DOMINION FREIGHT LINE IN | ODFL | 1,115,635 | $316.6M | 1.06% |
| 32 | AMAZON COM INC | AMZN | 3,673,518 | $308.6M | 1.03% |
| 33 | HEICO CORP NEW | HEI-A | 2,573,137 | $308.4M | 1.03% |
| 34 | BOOZ ALLEN HAMILTON HLDG COR | BAH | 2,711,482 | $283.4M | 0.95% |
| 35 | CORTEVA INC | CTVA | 4,624,868 | $271.8M | 0.91% |
| 36 | REPLIGEN CORP | RGEN | 1,601,982 | $271.2M | 0.90% |
| 37 | UNION PAC CORP | UNP | 1,257,201 | $260.3M | 0.87% |
| 38 | COSTCO WHSL CORP NEW | 22160K105 | 547,921 | $250.1M | 0.83% |
| 39 | SNOWFLAKE INC | SNOW | 1,593,705 | $228.8M | 0.76% |
| 40 | ENTEGRIS INC | ENTG | 3,477,983 | $228.1M | 0.76% |
| 41 | THOMSON REUTERS CORP. | TMSOF | 1,777,363 | $202.7M | 0.68% |
| 42 | FERGUSON PLC NEW | G3421J106 | 1,529,375 | $194.2M | 0.65% |
| 43 | ISHARES TR | 464287465 | 2,884,902 | $189.4M | 0.63% |
| 44 | BILL COM HLDGS INC | BILL | 1,728,239 | $188.3M | 0.63% |
| 45 | SERVICENOW INC | NOW | 477,385 | $185.4M | 0.62% |
| 46 | LINDE PLC | LIN | 378,417 | $123.4M | 0.41% |
| 47 | WNS HLDGS LTD | 92932M101 | 1,381,721 | $110.5M | 0.37% |
| 48 | GLOBANT S A | GLOB | 360,211 | $60.6M | 0.20% |
| 49 | GRUPO AEROPORTUARIO DEL SURE | 40051E202 | 247,623 | $57.7M | 0.19% |
| 50 | ZTO EXPRESS CAYMAN INC | ZTOEF | 2,077,363 | $55.8M | 0.19% |
| 51 | ADDUS HOMECARE CORP | ADUS | 514,509 | $51.2M | 0.17% |
| 52 | AZENTA INC | AZTA | 875,315 | $51.0M | 0.17% |
| 53 | FABRINET | FN | 358,298 | $45.9M | 0.15% |
| 54 | ENDAVA PLC | DAVA | 517,195 | $39.6M | 0.13% |
| 55 | FOCUS FINL PARTNERS INC | 34417P100 | 1,028,893 | $38.3M | 0.13% |
| 56 | INTER PARFUMS INC | INTR | 379,806 | $36.7M | 0.12% |
| 57 | ELEMENT SOLUTIONS INC | ESI | 1,971,677 | $35.9M | 0.12% |
| 58 | PROCORE TECHNOLOGIES INC | PCOR | 695,004 | $32.8M | 0.11% |
| 59 | EPLUS INC | PLUS | 704,781 | $31.2M | 0.10% |
| 60 | ENSTAR GROUP LIMITED | G3075P101 | 134,398 | $31.1M | 0.10% |
| 61 | EMCOR GROUP INC | EME | 206,317 | $30.6M | 0.10% |
| 62 | VERRA MOBILITY CORP | VRRM | 2,136,947 | $29.6M | 0.10% |
| 63 | ICU MED INC | ICUI | 177,897 | $28.0M | 0.09% |
| 64 | LANDSTAR SYS INC | LSTR | 171,891 | $28.0M | 0.09% |
| 65 | GROCERY OUTLET HLDG CORP | GO | 912,664 | $26.6M | 0.09% |
| 66 | BEACON ROOFING SUPPLY INC | 073685109 | 486,447 | $25.7M | 0.09% |
| 67 | UNIFIRST CORP MASS | UNF | 129,632 | $25.0M | 0.08% |
| 68 | LESLIES INC | 527064109 | 2,004,261 | $24.5M | 0.08% |
| 69 | DORMAN PRODS INC | 258278100 | 297,875 | $24.1M | 0.08% |
| 70 | ISHARES TR | 464288257 | 273,141 | $23.2M | 0.08% |
| 71 | WYNDHAM HOTELS & RESORTS INC | WH | 320,670 | $22.9M | 0.08% |
| 72 | CUSHMAN WAKEFIELD PLC | CWK | 1,804,933 | $22.5M | 0.08% |
| 73 | VIRTUS INVT PARTNERS INC | 92828Q109 | 113,801 | $21.8M | 0.07% |
| 74 | CONTROLADORA VUELA COMP DE A | 21240E105 | 2,535,713 | $21.2M | 0.07% |
| 75 | AMERICAN WOODMARK CORPORATIO | AMWD | 423,440 | $20.7M | 0.07% |
| 76 | OLLIES BARGAIN OUTLET HLDGS | 681116109 | 414,425 | $19.4M | 0.06% |
| 77 | LANCASTER COLONY CORP | MZTI | 98,296 | $19.4M | 0.06% |
| 78 | PLANET FITNESS INC | PLNT | 223,735 | $17.6M | 0.06% |
| 79 | AMERICAS CAR-MART INC | 03062T105 | 243,234 | $17.6M | 0.06% |
| 80 | FIVE9 INC | FIVN | 257,296 | $17.5M | 0.06% |
| 81 | COUPANG INC | CPNG | 1,176,151 | $17.3M | 0.06% |
| 82 | PERFORMANCE FOOD GROUP CO | PFGC | 295,586 | $17.3M | 0.06% |
| 83 | DEXCOM INC | DXCM | 146,404 | $16.6M | 0.06% |
| 84 | REXFORD INDL RLTY INC | 76169C100 | 294,074 | $16.1M | 0.05% |
| 85 | PRIMERICA INC | PRI | 112,345 | $15.9M | 0.05% |
| 86 | WEX INC | WEX | 95,807 | $15.7M | 0.05% |
| 87 | E2OPEN PARENT HOLDINGS INC | 29788T103 | 2,662,818 | $15.6M | 0.05% |
| 88 | WILLSCOT MOBIL MINI HLDNG CO | WSC | 341,955 | $15.4M | 0.05% |
| 89 | TETRA TECH INC NEW | TTEK | 105,975 | $15.4M | 0.05% |
| 90 | STEVANATO GROUP S P A | STVN | 855,906 | $15.4M | 0.05% |
| 91 | CASEYS GEN STORES INC | 147528103 | 66,179 | $14.8M | 0.05% |
| 92 | PENUMBRA INC | PEN | 65,788 | $14.6M | 0.05% |
| 93 | FIVE BELOW INC | FIVE | 82,453 | $14.6M | 0.05% |
| 94 | SMARTSHEET INC | 83200N103 | 365,049 | $14.4M | 0.05% |
| 95 | UFP INDUSTRIES INC | UFPI | 178,154 | $14.1M | 0.05% |
| 96 | SHIFT4 PMTS INC | 82452J109 | 251,959 | $14.1M | 0.05% |
| 97 | ELASTIC N V | ESTC | 273,525 | $14.1M | 0.05% |
| 98 | WINGSTOP INC | WING | 100,860 | $13.9M | 0.05% |
| 99 | MATADOR RES CO | MTDR | 236,418 | $13.5M | 0.05% |
| 100 | MERIDIANLINK INC | MRDN | 983,579 | $13.5M | 0.05% |
| 101 | SAIA INC | SAIA | 64,249 | $13.5M | 0.04% |
| 102 | AXON ENTERPRISE INC | AXON | 80,677 | $13.4M | 0.04% |
| 103 | AZEK CO INC | 05478C105 | 658,718 | $13.4M | 0.04% |
| 104 | SPS COMM INC | SPSC | 104,176 | $13.4M | 0.04% |
| 105 | INGEVITY CORP | NGVT | 182,923 | $12.9M | 0.04% |
| 106 | TEXAS ROADHOUSE INC | TXRH | 139,754 | $12.7M | 0.04% |
| 107 | MACOM TECH SOLUTIONS HLDGS I | 55405Y100 | 201,261 | $12.7M | 0.04% |
| 108 | ADAPTHEALTH CORP | AHCO | 658,984 | $12.7M | 0.04% |
| 109 | PINNACLE FINL PARTNERS INC | 72346Q104 | 170,666 | $12.5M | 0.04% |
| 110 | TREX CO INC | TREX | 295,434 | $12.5M | 0.04% |
| 111 | ADVANCED MICRO DEVICES INC | AMD | 191,690 | $12.4M | 0.04% |
| 112 | PAYCOM SOFTWARE INC | PAYC | 39,881 | $12.4M | 0.04% |
| 113 | TIMKEN CO | TKR | 175,025 | $12.4M | 0.04% |
| 114 | HILLMAN SOLUTIONS CORP | HLMN | 1,656,704 | $11.9M | 0.04% |
| 115 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 283,698 | $11.8M | 0.04% |
| 116 | TOPGOLF CALLAWAY BRANDS CORP | 131193104 | 595,529 | $11.8M | 0.04% |
| 117 | AVIENT CORPORATION | AVNT | 347,592 | $11.7M | 0.04% |
| 118 | MERCURY SYS INC | MRCY | 262,038 | $11.7M | 0.04% |
| 119 | CSX CORP | CSX | 375,922 | $11.6M | 0.04% |
| 120 | CI&T INC | CINT | 1,784,967 | $11.6M | 0.04% |
| 121 | BOOT BARN HLDGS INC | BOOT | 185,035 | $11.6M | 0.04% |
| 122 | FOX FACTORY HLDG CORP | FOXF | 126,168 | $11.5M | 0.04% |
| 123 | EURONET WORLDWIDE INC | EEFT | 121,519 | $11.5M | 0.04% |
| 124 | SP PLUS CORP | 78469C103 | 328,258 | $11.4M | 0.04% |
| 125 | GLOBAL BLUE GROUP HOLDING AG | H33700107 | 2,455,272 | $11.4M | 0.04% |
| 126 | FRESHWORKS INC | FRSH | 750,751 | $11.0M | 0.04% |
| 127 | JOHN BEAN TECHNOLOGIES CORP | JBTM | 120,705 | $11.0M | 0.04% |
| 128 | IAC INC | IAC | 247,794 | $11.0M | 0.04% |
| 129 | SURGERY PARTNERS INC | SGRY | 385,175 | $10.7M | 0.04% |
| 130 | NUVASIVE INC | NU | 250,322 | $10.3M | 0.03% |
| 131 | SPROUT SOCIAL INC | SPT | 180,791 | $10.2M | 0.03% |
| 132 | POWER INTEGRATIONS INC | POWI | 142,164 | $10.2M | 0.03% |
| 133 | ACI WORLDWIDE INC | ACIW | 426,212 | $9.8M | 0.03% |
| 134 | SHOCKWAVE MED INC | 82489T104 | 47,363 | $9.7M | 0.03% |
| 135 | SCIENCE APPLICATIONS INTL CO | 808625107 | 86,992 | $9.7M | 0.03% |
| 136 | VEEVA SYS INC | VEEV | 59,526 | $9.6M | 0.03% |
| 137 | CRANE HLDGS CO | CXT | 93,642 | $9.4M | 0.03% |
| 138 | CSW INDUSTRIALS INC | CSW | 78,628 | $9.1M | 0.03% |
| 139 | MERCADOLIBRE INC | MELI | 10,339 | $8.7M | 0.03% |
| 140 | ATRICURE INC | ATRC | 189,594 | $8.4M | 0.03% |
| 141 | API GROUP CORP | APG | 406,257 | $7.6M | 0.03% |
| 142 | PERMIAN RESOURCES CORP | PR | 790,066 | $7.4M | 0.02% |
| 143 | NOVANTA INC | NOVTU | 54,645 | $7.4M | 0.02% |
| 144 | HAYWARD HLDGS INC | HAYW | 774,459 | $7.3M | 0.02% |
| 145 | DOCGO INC | DCGO | 1,028,957 | $7.3M | 0.02% |
| 146 | INTUITIVE SURGICAL INC | ISRG | 26,209 | $7.0M | 0.02% |
| 147 | AXSOME THERAPEUTICS INC | AXSM | 88,739 | $6.8M | 0.02% |
| 148 | TANDEM DIABETES CARE INC | TNDM | 150,647 | $6.8M | 0.02% |
| 149 | ZOOMINFO TECHNOLOGIES INC | GTM | 224,727 | $6.8M | 0.02% |
| 150 | THOUGHTWORKS HOLDING INC | 88546E105 | 661,116 | $6.7M | 0.02% |
| 151 | R1 RCM INC | 77634L105 | 587,563 | $6.4M | 0.02% |
| 152 | HEALTH CATALYST INC | HCAT | 589,371 | $6.3M | 0.02% |
| 153 | ARROWHEAD PHARMACEUTICALS IN | ARWR | 147,102 | $6.0M | 0.02% |
| 154 | SHOPIFY INC | SHOP | 167,732 | $5.8M | 0.02% |
| 155 | GODADDY INC | GDDY | 74,948 | $5.6M | 0.02% |
| 156 | BROWN & BROWN INC | BRO | 96,418 | $5.5M | 0.02% |
| 157 | INSMED INC | INSM | 259,711 | $5.2M | 0.02% |
| 158 | NATERA INC | NTRA | 129,145 | $5.2M | 0.02% |
| 159 | ISHARES TR | 464288885 | 61,049 | $5.1M | 0.02% |
| 160 | ROCKET PHARMACEUTICALS INC | RCKTW | 251,698 | $4.9M | 0.02% |
| 161 | CLARUS CORP NEW | CLAR | 624,589 | $4.9M | 0.02% |
| 162 | CRYOPORT INC | CYRX | 276,740 | $4.8M | 0.02% |
| 163 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 96,770 | $4.5M | 0.01% |
| 164 | YETI HLDGS INC | YETI | 106,547 | $4.4M | 0.01% |
| 165 | LINCOLN ELEC HLDGS INC | 533900106 | 29,759 | $4.3M | 0.01% |
| 166 | KEROS THERAPEUTICS INC | KROS | 83,141 | $4.0M | 0.01% |
| 167 | GRACO INC | GGG | 57,942 | $3.9M | 0.01% |
| 168 | PTC INC | PTC | 32,129 | $3.9M | 0.01% |
| 169 | NANOSTRING TECHNOLOGIES INC | 63009R109 | 476,785 | $3.8M | 0.01% |
| 170 | MKS INSTRS INC | MKSI | 44,271 | $3.8M | 0.01% |
| 171 | JONES LANG LASALLE INC | JLL | 23,223 | $3.7M | 0.01% |
| 172 | WATSCO INC | WSO-B | 14,655 | $3.7M | 0.01% |
| 173 | MONSTER BEVERAGE CORP NEW | MNST | 34,601 | $3.5M | 0.01% |
| 174 | MASCO CORP | MAS | 70,531 | $3.3M | 0.01% |
| 175 | ISHARES INC | 46434G863 | 100,000 | $3.0M | 0.01% |
| 176 | SITEONE LANDSCAPE SUPPLY INC | SITE | 25,282 | $3.0M | 0.01% |
| 177 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 39,352 | $2.9M | 0.01% |
| 178 | BRIDGEBIO PHARMA INC | BBIO | 367,791 | $2.8M | 0.01% |
| 179 | ASHLAND INC | ASH | 25,675 | $2.8M | 0.01% |
| 180 | HDFC BANK LTD | HDB | 39,211 | $2.7M | 0.01% |
| 181 | CARMAX INC | KMX | 41,046 | $2.5M | 0.01% |
| 182 | MASTERCARD INCORPORATED | MA | 7,033 | $2.4M | 0.01% |
| 183 | EAST WEST BANCORP INC | EWBC | 35,640 | $2.3M | 0.01% |
| 184 | BAKER HUGHES COMPANY | BKR | 78,257 | $2.3M | 0.01% |
| 185 | CUBESMART | CUBE | 51,523 | $2.1M | 0.01% |
| 186 | CHUBB LIMITED | CB | 8,830 | $1.9M | 0.01% |
| 187 | SONY GROUP CORPORATION | SNEJF | 24,672 | $1.9M | 0.01% |
| 188 | FATE THERAPEUTICS INC | FATE | 185,273 | $1.9M | 0.01% |
| 189 | CREDICORP LTD | BAP | 13,603 | $1.8M | 0.01% |
| 190 | NETFLIX INC | NFLX | 6,000 | $1.8M | 0.01% |
| 191 | SCHLUMBERGER LTD | SLB | 31,875 | $1.7M | 0.01% |
| 192 | RELX PLC | RLXXF | 60,843 | $1.7M | 0.01% |
| 193 | TRANE TECHNOLOGIES PLC | TT | 9,970 | $1.7M | 0.01% |
| 194 | SIMULATIONS PLUS INC | SLP | 40,078 | $1.5M | 0.00% |
| 195 | CGI INC | GIB | 16,672 | $1.4M | 0.00% |
| 196 | CANADIAN NAT RES LTD | 136385101 | 23,140 | $1.3M | 0.00% |
| 197 | BROOKFIELD CORP | 11271J107 | 33,586 | $1.1M | 0.00% |
| 198 | AMERICAN TOWER CORP NEW | 03027X100 | 4,640 | $1.0M | 0.00% |
| 199 | TE CONNECTIVITY LTD | TEL | 8,716 | $1.0M | 0.00% |
| 200 | NICE LTD | NCSYF | 4,959 | $953,616 | 0.00% |
| 201 | BAIDU INC | BAIDF | 6,811 | $779,042 | 0.00% |
| 202 | BROOKFIELD ASSET MANAGMT LTD | 113004105 | 27,025 | $774,807 | 0.00% |
| 203 | ISHARES TR | 46429B598 | 18,403 | $768,877 | 0.00% |
| 204 | ILLUMINA INC | ILMN | 3,300 | $667,260 | 0.00% |
| 205 | WORKDAY INC | WDAY | 3,500 | $585,655 | 0.00% |
| 206 | RYANAIR HOLDINGS PLC | RYAOF | 6,322 | $472,633 | 0.00% |
| 207 | UNILEVER PLC | UNLYF | 9,143 | $460,350 | 0.00% |
| 208 | CDW CORP | CDW | 1,188 | $212,153 | 0.00% |
| 209 | DESCARTES SYS GROUP INC | 249906108 | 2,954 | $205,746 | 0.00% |
| 210 | HEICO CORP NEW | HEI-A | 724 | $111,235 | 0.00% |
| 211 | CIAN PLC | 83418T108 | 1,898,407 | $0 | 0.00% |
| 212 | HEADHUNTER GROUP PLC | 42207L106 | 339,894 | $0 | 0.00% |
| 213 | YANDEX N V | NBIS | 1,360,802 | $0 | 0.00% |