13F HOLDINGS REPORT
WCM INVESTMENT MANAGEMENT, LLC
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001062993-23-011142
Total Value
$31.29B
Positions
213
Other Managers
0
Confidential Omitted
No
Holdings (213)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CANADIAN PAC RY LTD | 13645T100 | 29,435,849 | $2.26B | 7.24% |
| 2 | ATLASSIAN CORPORATION | TEAM | 9,532,236 | $1.63B | 5.21% |
| 3 | AON PLC | AON | 4,996,482 | $1.58B | 5.03% |
| 4 | ICICI BANK LIMITED | IBN | 70,848,478 | $1.53B | 4.89% |
| 5 | METTLER TOLEDO INTERNATIONAL | MTD | 924,583 | $1.41B | 4.52% |
| 6 | ASML HOLDING N V | ASMLF | 2,068,866 | $1.41B | 4.50% |
| 7 | LINDE PLC | LIN | 3,741,529 | $1.33B | 4.25% |
| 8 | ICON PLC | ICLR | 5,789,447 | $1.24B | 3.95% |
| 9 | WASTE CONNECTIONS INC | WCN | 8,688,432 | $1.21B | 3.86% |
| 10 | STERIS PLC | STE | 5,458,724 | $1.04B | 3.34% |
| 11 | ACCENTURE PLC IRELAND | ACN | 3,201,397 | $915.0M | 2.92% |
| 12 | ARCH CAP GROUP LTD | G0450A105 | 12,769,260 | $866.6M | 2.77% |
| 13 | EPAM SYS INC | EPAM | 2,797,068 | $836.3M | 2.67% |
| 14 | RESMED INC | RSMDF | 3,481,580 | $762.4M | 2.44% |
| 15 | AMPHENOL CORP NEW | 032095101 | 7,858,277 | $642.2M | 2.05% |
| 16 | THERMO FISHER SCIENTIFIC INC | TMO | 981,080 | $565.5M | 1.81% |
| 17 | UNITEDHEALTH GROUP INC | UNH | 1,190,260 | $562.5M | 1.80% |
| 18 | VISA INC | V | 2,476,951 | $558.5M | 1.78% |
| 19 | NOVO-NORDISK A S | NONOF | 3,502,382 | $557.4M | 1.78% |
| 20 | STRYKER CORPORATION | SYK | 1,936,252 | $552.7M | 1.77% |
| 21 | LPL FINL HLDGS INC | 50212V100 | 2,464,045 | $498.7M | 1.59% |
| 22 | GALLAGHER ARTHUR J & CO | 363576109 | 2,570,842 | $491.8M | 1.57% |
| 23 | FERRARI N V | RACE | 1,785,586 | $483.8M | 1.55% |
| 24 | LAM RESEARCH CORP | LRCX | 848,145 | $449.6M | 1.44% |
| 25 | FLOOR & DECOR HLDGS INC | FND | 4,440,779 | $436.2M | 1.39% |
| 26 | MSCI INC | MSCI | 777,078 | $434.9M | 1.39% |
| 27 | MICROSOFT CORP | MSFT | 1,461,260 | $421.3M | 1.35% |
| 28 | BOOZ ALLEN HAMILTON HLDG COR | BAH | 4,147,380 | $384.4M | 1.23% |
| 29 | AMAZON COM INC | AMZN | 3,569,565 | $368.7M | 1.18% |
| 30 | OLD DOMINION FREIGHT LINE IN | ODFL | 1,059,603 | $361.2M | 1.15% |
| 31 | ASTRAZENECA PLC | AZN | 5,147,865 | $357.3M | 1.14% |
| 32 | DATADOG INC | DDOG | 4,757,180 | $345.7M | 1.10% |
| 33 | HEICO CORP NEW | HEI-A | 2,444,676 | $332.2M | 1.06% |
| 34 | MCKESSON CORP | MCK | 899,603 | $320.3M | 1.02% |
| 35 | ENTEGRIS INC | ENTG | 3,369,334 | $276.3M | 0.88% |
| 36 | CORTEVA INC | CTVA | 4,462,282 | $269.1M | 0.86% |
| 37 | COSTCO WHSL CORP NEW | 22160K105 | 524,324 | $260.5M | 0.83% |
| 38 | SNOWFLAKE INC | SNOW | 1,543,353 | $238.1M | 0.76% |
| 39 | THOMSON REUTERS CORP. | TMSOF | 1,774,356 | $230.9M | 0.74% |
| 40 | SERVICENOW INC | NOW | 461,211 | $214.3M | 0.69% |
| 41 | FERGUSON PLC NEW | G3421J106 | 1,579,048 | $211.2M | 0.68% |
| 42 | BILL HOLDINGS INC | BILL | 1,721,498 | $139.7M | 0.45% |
| 43 | WNS HLDGS LTD | 92932M101 | 1,394,082 | $129.9M | 0.42% |
| 44 | GRUPO AEROPORTUARIO DEL SURE | 40051E202 | 255,120 | $78.2M | 0.25% |
| 45 | GLOBANT S A | GLOB | 405,068 | $66.4M | 0.21% |
| 46 | ZTO EXPRESS CAYMAN INC | ZTOEF | 2,138,931 | $61.3M | 0.20% |
| 47 | ADDUS HOMECARE CORP | ADUS | 512,729 | $54.7M | 0.17% |
| 48 | ALCON AG | ALC | 745,440 | $52.6M | 0.17% |
| 49 | FABRINET | FN | 368,370 | $43.7M | 0.14% |
| 50 | AZENTA INC | AZTA | 930,677 | $41.5M | 0.13% |
| 51 | ELEMENT SOLUTIONS INC | ESI | 1,960,621 | $37.9M | 0.12% |
| 52 | VERRA MOBILITY CORP | VRRM | 2,134,391 | $36.1M | 0.12% |
| 53 | EPLUS INC | PLUS | 697,853 | $34.2M | 0.11% |
| 54 | ENSTAR GROUP LIMITED | G3075P101 | 134,149 | $31.1M | 0.10% |
| 55 | LANDSTAR SYS INC | LSTR | 171,581 | $30.8M | 0.10% |
| 56 | ICU MED INC | ICUI | 176,054 | $29.0M | 0.09% |
| 57 | BEACON ROOFING SUPPLY INC | 073685109 | 483,151 | $28.4M | 0.09% |
| 58 | FOCUS FINL PARTNERS INC | 34417P100 | 521,106 | $27.0M | 0.09% |
| 59 | INTER PARFUMS INC | INTR | 182,068 | $25.9M | 0.08% |
| 60 | DORMAN PRODS INC | 258278100 | 297,671 | $25.7M | 0.08% |
| 61 | GROCERY OUTLET HLDG CORP | GO | 901,544 | $25.5M | 0.08% |
| 62 | EMCOR GROUP INC | EME | 153,553 | $25.0M | 0.08% |
| 63 | KANZHUN LIMITED | BZ | 1,305,490 | $24.8M | 0.08% |
| 64 | OLLIES BARGAIN OUTLET HLDGS | 681116109 | 409,316 | $23.7M | 0.08% |
| 65 | UNIFIRST CORP MASS | UNF | 130,283 | $23.0M | 0.07% |
| 66 | LESLIES INC | 527064109 | 1,995,684 | $22.0M | 0.07% |
| 67 | AMERICAN WOODMARK CORPORATIO | AMWD | 421,685 | $22.0M | 0.07% |
| 68 | WYNDHAM HOTELS & RESORTS INC | WH | 319,091 | $21.7M | 0.07% |
| 69 | VIRTUS INVT PARTNERS INC | 92828Q109 | 112,363 | $21.4M | 0.07% |
| 70 | REPLIGEN CORP | RGEN | 125,335 | $21.1M | 0.07% |
| 71 | CONTROLADORA VUELA COMP DE A | 21240E105 | 1,642,976 | $20.4M | 0.07% |
| 72 | ADVANCED MICRO DEVICES INC | AMD | 203,742 | $20.0M | 0.06% |
| 73 | LANCASTER COLONY CORP | MZTI | 97,840 | $19.8M | 0.06% |
| 74 | COUPANG INC | CPNG | 1,226,141 | $19.6M | 0.06% |
| 75 | AMERICAS CAR-MART INC | 03062T105 | 244,884 | $19.4M | 0.06% |
| 76 | CUSHMAN WAKEFIELD PLC | CWK | 1,802,533 | $19.0M | 0.06% |
| 77 | FIVE9 INC | FIVN | 262,797 | $19.0M | 0.06% |
| 78 | API GROUP CORP | APG | 841,558 | $18.9M | 0.06% |
| 79 | E2OPEN PARENT HOLDINGS INC | 29788T103 | 3,206,078 | $18.7M | 0.06% |
| 80 | WINGSTOP INC | WING | 100,208 | $18.4M | 0.06% |
| 81 | SHIFT4 PMTS INC | 82452J109 | 239,438 | $18.1M | 0.06% |
| 82 | PERFORMANCE FOOD GROUP CO | PFGC | 297,217 | $17.9M | 0.06% |
| 83 | WEX INC | WEX | 96,184 | $17.7M | 0.06% |
| 84 | REXFORD INDL RLTY INC | 76169C100 | 295,745 | $17.6M | 0.06% |
| 85 | SAIA INC | SAIA | 64,561 | $17.6M | 0.06% |
| 86 | SMARTSHEET INC | 83200N103 | 367,074 | $17.5M | 0.06% |
| 87 | DEXCOM INC | DXCM | 149,625 | $17.4M | 0.06% |
| 88 | STEVANATO GROUP S P A | STVN | 664,009 | $17.2M | 0.05% |
| 89 | MERIDIANLINK INC | MRDN | 981,480 | $17.0M | 0.05% |
| 90 | ELASTIC N V | ESTC | 283,263 | $16.4M | 0.05% |
| 91 | WILLSCOT MOBIL MINI HLDNG CO | WSC | 343,845 | $16.1M | 0.05% |
| 92 | SPS COMM INC | SPSC | 104,326 | $15.9M | 0.05% |
| 93 | ENDAVA PLC | DAVA | 234,961 | $15.8M | 0.05% |
| 94 | JOHN BEAN TECHNOLOGIES CORP | JBTM | 143,516 | $15.7M | 0.05% |
| 95 | TETRA TECH INC NEW | TTEK | 106,637 | $15.7M | 0.05% |
| 96 | FOX FACTORY HLDG CORP | FOXF | 126,779 | $15.4M | 0.05% |
| 97 | AZEK CO INC | 05478C105 | 652,547 | $15.4M | 0.05% |
| 98 | TEXAS ROADHOUSE INC | TXRH | 140,617 | $15.2M | 0.05% |
| 99 | MATADOR RES CO | MTDR | 313,822 | $15.0M | 0.05% |
| 100 | PRIMERICA INC | PRI | 86,683 | $14.9M | 0.05% |
| 101 | PLANET FITNESS INC | PLNT | 188,102 | $14.6M | 0.05% |
| 102 | TREX CO INC | TREX | 297,592 | $14.5M | 0.05% |
| 103 | APPLIED INDL TECHNOLOGIES IN | 03820C105 | 101,831 | $14.5M | 0.05% |
| 104 | CASEYS GEN STORES INC | 147528103 | 66,845 | $14.5M | 0.05% |
| 105 | AVIENT CORPORATION | AVNT | 348,688 | $14.4M | 0.05% |
| 106 | MACOM TECH SOLUTIONS HLDGS I | 55405Y100 | 201,964 | $14.3M | 0.05% |
| 107 | UFP INDUSTRIES INC | UFPI | 178,813 | $14.2M | 0.05% |
| 108 | TIMKEN CO | TKR | 171,841 | $14.0M | 0.04% |
| 109 | BOOT BARN HLDGS INC | BOOT | 182,776 | $14.0M | 0.04% |
| 110 | HILLMAN SOLUTIONS CORP | HLMN | 1,646,450 | $13.9M | 0.04% |
| 111 | FIVE BELOW INC | FIVE | 66,934 | $13.8M | 0.04% |
| 112 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 280,476 | $13.7M | 0.04% |
| 113 | MERCURY SYS INC | MRCY | 263,326 | $13.5M | 0.04% |
| 114 | SURGERY PARTNERS INC | SGRY | 387,966 | $13.4M | 0.04% |
| 115 | EURONET WORLDWIDE INC | EEFT | 119,495 | $13.4M | 0.04% |
| 116 | TOPGOLF CALLAWAY BRANDS CORP | 131193104 | 616,879 | $13.3M | 0.04% |
| 117 | INGEVITY CORP | NGVT | 184,049 | $13.2M | 0.04% |
| 118 | MERCADOLIBRE INC | MELI | 9,923 | $13.1M | 0.04% |
| 119 | EVERCORE INC | EVR | 112,522 | $13.0M | 0.04% |
| 120 | IAC INC | IAC | 248,781 | $12.8M | 0.04% |
| 121 | SHOCKWAVE MED INC | 82489T104 | 59,114 | $12.8M | 0.04% |
| 122 | GLOBAL BLUE GROUP HOLDING AG | H33700107 | 2,112,260 | $12.7M | 0.04% |
| 123 | THOUGHTWORKS HOLDING INC | 88546E105 | 1,693,383 | $12.5M | 0.04% |
| 124 | PAYCOM SOFTWARE INC | PAYC | 40,951 | $12.4M | 0.04% |
| 125 | PERMIAN RESOURCES CORP | PR | 1,163,569 | $12.2M | 0.04% |
| 126 | PROCORE TECHNOLOGIES INC | PCOR | 193,368 | $12.1M | 0.04% |
| 127 | POWER INTEGRATIONS INC | POWI | 142,954 | $12.1M | 0.04% |
| 128 | CSX CORP | CSX | 387,567 | $11.6M | 0.04% |
| 129 | ACI WORLDWIDE INC | ACIW | 425,963 | $11.5M | 0.04% |
| 130 | VEEVA SYS INC | VEEV | 61,502 | $11.3M | 0.04% |
| 131 | SP PLUS CORP | 78469C103 | 324,637 | $11.1M | 0.04% |
| 132 | CSW INDUSTRIALS INC | CSW | 77,814 | $10.8M | 0.03% |
| 133 | CHIPOTLE MEXICAN GRILL INC | CMG | 5,882 | $9.8M | 0.03% |
| 134 | PRIVIA HEALTH GROUP INC | PRVA | 335,537 | $9.3M | 0.03% |
| 135 | SCIENCE APPLICATIONS INTL CO | 808625107 | 86,161 | $9.3M | 0.03% |
| 136 | HAYWARD HLDGS INC | HAYW | 771,110 | $9.0M | 0.03% |
| 137 | NOVANTA INC | NOVTU | 56,159 | $8.9M | 0.03% |
| 138 | DOCGO INC | DCGO | 1,025,889 | $8.9M | 0.03% |
| 139 | R1 RCM INC | 77634L105 | 591,440 | $8.9M | 0.03% |
| 140 | HALOZYME THERAPEUTICS INC | HALO | 219,597 | $8.4M | 0.03% |
| 141 | ADAPTHEALTH CORP | AHCO | 663,733 | $8.3M | 0.03% |
| 142 | CI&T INC | CINT | 1,460,683 | $8.0M | 0.03% |
| 143 | SHOPIFY INC | SHOP | 164,187 | $7.9M | 0.03% |
| 144 | ATRICURE INC | ATRC | 189,863 | $7.9M | 0.03% |
| 145 | CLARUS CORP NEW | CLAR | 801,036 | $7.6M | 0.02% |
| 146 | HEALTH CATALYST INC | HCAT | 591,142 | $6.9M | 0.02% |
| 147 | INTUITIVE SURGICAL INC | ISRG | 26,207 | $6.7M | 0.02% |
| 148 | CRYOPORT INC | CYRX | 276,772 | $6.6M | 0.02% |
| 149 | BRIDGEBIO PHARMA INC | BBIO | 372,588 | $6.2M | 0.02% |
| 150 | TANDEM DIABETES CARE INC | TNDM | 151,103 | $6.1M | 0.02% |
| 151 | GODADDY INC | GDDY | 75,448 | $5.9M | 0.02% |
| 152 | ZOOMINFO TECHNOLOGIES INC | GTM | 231,669 | $5.7M | 0.02% |
| 153 | BROWN & BROWN INC | BRO | 97,073 | $5.6M | 0.02% |
| 154 | AXSOME THERAPEUTICS INC | AXSM | 88,545 | $5.5M | 0.02% |
| 155 | ISHARES TR | 464287465 | 70,874 | $5.1M | 0.02% |
| 156 | NANOSTRING TECHNOLOGIES INC | 63009R109 | 479,041 | $4.7M | 0.02% |
| 157 | WATSCO INC | WSO-B | 14,796 | $4.7M | 0.02% |
| 158 | INSMED INC | INSM | 259,524 | $4.4M | 0.01% |
| 159 | ROCKET PHARMACEUTICALS INC | RCKTW | 253,811 | $4.3M | 0.01% |
| 160 | GRACO INC | GGG | 59,528 | $4.3M | 0.01% |
| 161 | YETI HLDGS INC | YETI | 107,302 | $4.3M | 0.01% |
| 162 | PTC INC | PTC | 32,372 | $4.2M | 0.01% |
| 163 | LINCOLN ELEC HLDGS INC | 533900106 | 23,479 | $4.0M | 0.01% |
| 164 | MKS INSTRS INC | MKSI | 44,545 | $3.9M | 0.01% |
| 165 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 97,817 | $3.9M | 0.01% |
| 166 | NATERA INC | NTRA | 65,722 | $3.6M | 0.01% |
| 167 | ARROWHEAD PHARMACEUTICALS IN | ARWR | 141,409 | $3.6M | 0.01% |
| 168 | KEROS THERAPEUTICS INC | KROS | 84,026 | $3.6M | 0.01% |
| 169 | MASCO CORP | MAS | 71,014 | $3.5M | 0.01% |
| 170 | SITEONE LANDSCAPE SUPPLY INC | SITE | 25,428 | $3.5M | 0.01% |
| 171 | JONES LANG LASALLE INC | JLL | 23,341 | $3.4M | 0.01% |
| 172 | EOG RES INC | EOG | 23,530 | $2.7M | 0.01% |
| 173 | CARMAX INC | KMX | 41,391 | $2.7M | 0.01% |
| 174 | ASHLAND INC | ASH | 25,895 | $2.7M | 0.01% |
| 175 | MASTERCARD INCORPORATED | MA | 7,139 | $2.6M | 0.01% |
| 176 | HDFC BANK LTD | HDB | 38,858 | $2.6M | 0.01% |
| 177 | CUBESMART | CUBE | 55,756 | $2.6M | 0.01% |
| 178 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 25,474 | $2.4M | 0.01% |
| 179 | EASTGROUP PPTYS INC | 277276101 | 14,212 | $2.3M | 0.01% |
| 180 | BAKER HUGHES COMPANY | BKR | 79,603 | $2.3M | 0.01% |
| 181 | EAST WEST BANCORP INC | EWBC | 38,552 | $2.1M | 0.01% |
| 182 | NETFLIX INC | NFLX | 6,000 | $2.1M | 0.01% |
| 183 | SONY GROUP CORPORATION | SNEJF | 22,724 | $2.1M | 0.01% |
| 184 | SCHLUMBERGER LTD | SLB | 40,181 | $2.0M | 0.01% |
| 185 | ISHARES TR | 46429B598 | 48,242 | $1.9M | 0.01% |
| 186 | MONSTER BEVERAGE CORP NEW | MNST | 34,601 | $1.9M | 0.01% |
| 187 | CREDICORP LTD | BAP | 13,840 | $1.8M | 0.01% |
| 188 | SIMULATIONS PLUS INC | SLP | 40,078 | $1.8M | 0.01% |
| 189 | TRANE TECHNOLOGIES PLC | TT | 9,215 | $1.7M | 0.01% |
| 190 | BAIDU INC | BAIDF | 10,975 | $1.7M | 0.01% |
| 191 | ISHARES INC | 46434G863 | 52,738 | $1.7M | 0.01% |
| 192 | INTERNATIONAL FLAVORS&FRAGRA | 459506101 | 17,666 | $1.6M | 0.01% |
| 193 | CANADIAN NAT RES LTD | 136385101 | 21,015 | $1.2M | 0.00% |
| 194 | RELX PLC | RLXXF | 35,570 | $1.2M | 0.00% |
| 195 | CHUBB LIMITED | CB | 5,686 | $1.1M | 0.00% |
| 196 | GRUPO AEROPUERTO DEL PACIFIC | 400506101 | 5,590 | $1.1M | 0.00% |
| 197 | CGI INC | GIB | 10,889 | $1.0M | 0.00% |
| 198 | NICE LTD | NCSYF | 4,521 | $1.0M | 0.00% |
| 199 | BROOKFIELD ASSET MANAGMT LTD | 113004105 | 28,649 | $937,395 | 0.00% |
| 200 | BROOKFIELD CORP | 11271J107 | 26,611 | $867,252 | 0.00% |
| 201 | RYANAIR HOLDINGS PLC | RYAOF | 8,874 | $836,729 | 0.00% |
| 202 | ILLUMINA INC | ILMN | 3,300 | $767,415 | 0.00% |
| 203 | WORKDAY INC | WDAY | 3,500 | $722,890 | 0.00% |
| 204 | UNILEVER PLC | UNLYF | 9,258 | $480,768 | 0.00% |
| 205 | LULULEMON ATHLETICA INC | LULU | 795 | $289,531 | 0.00% |
| 206 | ISHARES TR | 464288257 | 2,885 | $262,997 | 0.00% |
| 207 | CDW CORP | CDW | 1,245 | $242,638 | 0.00% |
| 208 | DESCARTES SYS GROUP INC | 249906108 | 2,746 | $221,355 | 0.00% |
| 209 | HEICO CORP NEW | HEI-A | 736 | $125,885 | 0.00% |
| 210 | ISHARES TR | 46434V423 | 1,852 | $71,598 | 0.00% |
| 211 | CANADIAN NATL RY CO | 136375102 | 156 | $18,403 | 0.00% |
| 212 | YANDEX N V | NBIS | 1,359,718 | $0 | 0.00% |
| 213 | HEADHUNTER GROUP PLC | 42207L106 | 339,894 | $0 | 0.00% |