13F HOLDINGS REPORT
WCM INVESTMENT MANAGEMENT, LLC
Quarter ended Q3 2023 · Filed July 14, 2023 · Accession 0001062993-23-014896
Total Value
$33.48B
Positions
218
Other Managers
0
Confidential Omitted
No
Holdings (218)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CANADIAN PACIFIC KANSAS CITY | CP | 31,281,327 | $2.53B | 7.55% |
| 2 | AON PLC | AON | 5,033,579 | $1.74B | 5.19% |
| 3 | ICICI BANK LIMITED | IBN | 71,336,793 | $1.65B | 4.92% |
| 4 | ATLASSIAN CORPORATION | TEAM | 9,503,488 | $1.59B | 4.75% |
| 5 | ASML HOLDING N V | ASMLF | 2,045,003 | $1.48B | 4.43% |
| 6 | ICON PLC | ICLR | 5,827,350 | $1.47B | 4.38% |
| 7 | LINDE PLC | LIN | 3,738,304 | $1.43B | 4.26% |
| 8 | WASTE CONNECTIONS INC | WCN | 9,061,075 | $1.29B | 3.86% |
| 9 | STERIS PLC | STE | 5,492,005 | $1.24B | 3.70% |
| 10 | METTLER TOLEDO INTERNATIONAL | MTD | 928,095 | $1.23B | 3.67% |
| 11 | ARCH CAP GROUP LTD | G0450A105 | 13,752,406 | $1.04B | 3.10% |
| 12 | ACCENTURE PLC IRELAND | ACN | 3,229,563 | $999.6M | 2.99% |
| 13 | RESMED INC | RSMDF | 3,504,371 | $768.7M | 2.30% |
| 14 | MICROSOFT CORP | MSFT | 1,918,929 | $653.5M | 1.95% |
| 15 | EPAM SYS INC | EPAM | 2,895,178 | $652.6M | 1.95% |
| 16 | AMAZON COM INC | AMZN | 4,827,903 | $629.4M | 1.88% |
| 17 | DATADOG INC | DDOG | 6,204,173 | $610.4M | 1.82% |
| 18 | STRYKER CORPORATION | SYK | 1,921,943 | $587.2M | 1.75% |
| 19 | VISA INC | V | 2,461,197 | $585.6M | 1.75% |
| 20 | UNITEDHEALTH GROUP INC | UNH | 1,182,264 | $568.4M | 1.70% |
| 21 | ENTEGRIS INC | ENTG | 5,097,903 | $568.1M | 1.70% |
| 22 | GALLAGHER ARTHUR J & CO | 363576109 | 2,553,909 | $560.8M | 1.68% |
| 23 | NOVO-NORDISK A S | NONOF | 3,467,660 | $560.4M | 1.67% |
| 24 | FERRARI N V | RACE | 1,697,353 | $553.7M | 1.65% |
| 25 | LPL FINL HLDGS INC | 50212V100 | 2,446,845 | $532.2M | 1.59% |
| 26 | THERMO FISHER SCIENTIFIC INC | TMO | 975,415 | $509.9M | 1.52% |
| 27 | ARISTA NETWORKS INC | ANET | 2,873,218 | $465.6M | 1.39% |
| 28 | FLOOR & DECOR HLDGS INC | FND | 4,411,836 | $461.3M | 1.38% |
| 29 | MCKESSON CORP | MCK | 1,074,468 | $461.2M | 1.38% |
| 30 | BOOZ ALLEN HAMILTON HLDG COR | BAH | 4,118,495 | $459.6M | 1.37% |
| 31 | LAM RESEARCH CORP | LRCX | 587,846 | $380.7M | 1.14% |
| 32 | OLD DOMINION FREIGHT LINE IN | ODFL | 998,756 | $368.9M | 1.10% |
| 33 | ASTRAZENECA PLC | AZN | 5,101,237 | $365.1M | 1.09% |
| 34 | HEICO CORP NEW | HEI-A | 2,421,161 | $342.4M | 1.02% |
| 35 | SNOWFLAKE INC | SNOW | 1,917,269 | $338.4M | 1.01% |
| 36 | NVIDIA CORPORATION | NVDA | 751,127 | $306.6M | 0.92% |
| 37 | FERGUSON PLC NEW | G3421J106 | 1,898,755 | $299.5M | 0.89% |
| 38 | COSTCO WHSL CORP NEW | 22160K105 | 520,615 | $280.3M | 0.84% |
| 39 | CORTEVA INC | CTVA | 4,425,387 | $253.6M | 0.76% |
| 40 | BILL HOLDINGS INC | BILL | 1,809,376 | $211.4M | 0.63% |
| 41 | THOMSON REUTERS CORP. | TMSOF | 613,712 | $83.0M | 0.25% |
| 42 | FOMENTO ECONOMICO MEXICANO S | 344419106 | 650,999 | $72.0M | 0.22% |
| 43 | GLOBANT S A | GLOB | 389,025 | $70.5M | 0.21% |
| 44 | WNS HLDGS LTD | 92932M101 | 926,873 | $68.5M | 0.20% |
| 45 | ZTO EXPRESS CAYMAN INC | ZTOEF | 2,085,119 | $52.2M | 0.16% |
| 46 | ADDUS HOMECARE CORP | ADUS | 512,943 | $47.8M | 0.14% |
| 47 | FABRINET | FN | 353,758 | $46.4M | 0.14% |
| 48 | AZENTA INC | AZTA | 993,590 | $46.4M | 0.14% |
| 49 | TETRA TECH INC NEW | TTEK | 280,915 | $46.3M | 0.14% |
| 50 | VERRA MOBILITY CORP | VRRM | 2,132,628 | $42.1M | 0.13% |
| 51 | EPLUS INC | PLUS | 699,936 | $39.3M | 0.12% |
| 52 | ELEMENT SOLUTIONS INC | ESI | 1,959,080 | $37.7M | 0.11% |
| 53 | BEACON ROOFING SUPPLY INC | 073685109 | 440,165 | $36.8M | 0.11% |
| 54 | API GROUP CORP | APG | 1,223,557 | $33.5M | 0.10% |
| 55 | LANDSTAR SYS INC | LSTR | 171,431 | $33.1M | 0.10% |
| 56 | ENSTAR GROUP LIMITED | G3075P101 | 134,230 | $32.9M | 0.10% |
| 57 | ICU MED INC | ICUI | 175,737 | $31.4M | 0.09% |
| 58 | AMERICAN WOODMARK CORPORATIO | AMWD | 371,810 | $28.6M | 0.09% |
| 59 | SHOCKWAVE MED INC | 82489T104 | 99,302 | $28.4M | 0.08% |
| 60 | EMCOR GROUP INC | EME | 153,577 | $28.4M | 0.08% |
| 61 | GROCERY OUTLET HLDG CORP | GO | 899,445 | $27.6M | 0.08% |
| 62 | FOCUS FINL PARTNERS INC | 34417P100 | 524,044 | $27.5M | 0.08% |
| 63 | AMERICAS CAR-MART INC | 03062T105 | 245,835 | $24.9M | 0.07% |
| 64 | INTER PARFUMS INC | INTR | 182,062 | $24.6M | 0.07% |
| 65 | OLLIES BARGAIN OUTLET HLDGS | 681116109 | 408,332 | $23.7M | 0.07% |
| 66 | FIVE9 INC | FIVN | 283,950 | $23.6M | 0.07% |
| 67 | DORMAN PRODS INC | 258278100 | 297,755 | $23.5M | 0.07% |
| 68 | ADVANCED MICRO DEVICES INC | AMD | 202,784 | $23.1M | 0.07% |
| 69 | HILLMAN SOLUTIONS CORP | HLMN | 2,510,118 | $22.7M | 0.07% |
| 70 | VIRTUS INVT PARTNERS INC | 92828Q109 | 112,382 | $22.4M | 0.07% |
| 71 | WYNDHAM HOTELS & RESORTS INC | WH | 318,590 | $22.0M | 0.07% |
| 72 | SPS COMM INC | SPSC | 111,863 | $21.5M | 0.06% |
| 73 | COUPANG INC | CPNG | 1,205,599 | $21.1M | 0.06% |
| 74 | MERIDIANLINK INC | MRDN | 984,218 | $20.4M | 0.06% |
| 75 | UNIFIRST CORP MASS | UNF | 130,197 | $20.3M | 0.06% |
| 76 | ABCAM PLC | 000380204 | 860,702 | $20.3M | 0.06% |
| 77 | AZEK CO INC | 05478C105 | 651,928 | $19.8M | 0.06% |
| 78 | LANCASTER COLONY CORP | MZTI | 97,812 | $19.7M | 0.06% |
| 79 | SURGERY PARTNERS INC | SGRY | 417,658 | $19.0M | 0.06% |
| 80 | JOHN BEAN TECHNOLOGIES CORP | JBTM | 153,627 | $18.8M | 0.06% |
| 81 | LESLIES INC | 527064109 | 1,993,320 | $18.7M | 0.06% |
| 82 | UFP INDUSTRIES INC | UFPI | 190,879 | $18.6M | 0.06% |
| 83 | PRIMERICA INC | PRI | 92,307 | $18.4M | 0.05% |
| 84 | WEX INC | WEX | 99,618 | $18.2M | 0.05% |
| 85 | SAIA INC | SAIA | 53,010 | $18.2M | 0.05% |
| 86 | STEVANATO GROUP S P A | STVN | 556,822 | $18.2M | 0.05% |
| 87 | E2OPEN PARENT HOLDINGS INC | 29788T103 | 3,203,130 | $18.0M | 0.05% |
| 88 | REPLIGEN CORP | RGEN | 126,873 | $18.0M | 0.05% |
| 89 | MATADOR RES CO | MTDR | 341,647 | $18.0M | 0.05% |
| 90 | WILLSCOT MOBIL MINI HLDNG CO | WSC | 367,892 | $17.6M | 0.05% |
| 91 | WINGSTOP INC | WING | 87,289 | $17.5M | 0.05% |
| 92 | VEEVA SYS INC | VEEV | 87,988 | $17.4M | 0.05% |
| 93 | TIMKEN CO | TKR | 185,679 | $17.1M | 0.05% |
| 94 | PLANET FITNESS INC | PLNT | 252,002 | $17.0M | 0.05% |
| 95 | ELASTIC N V | ESTC | 263,916 | $17.0M | 0.05% |
| 96 | TEXAS ROADHOUSE INC | TXRH | 151,175 | $17.0M | 0.05% |
| 97 | CASEYS GEN STORES INC | 147528103 | 68,851 | $16.8M | 0.05% |
| 98 | IAC INC | IAC | 265,729 | $16.8M | 0.05% |
| 99 | CONTROLADORA VUELA COMP DE A | 21240E105 | 1,165,412 | $16.4M | 0.05% |
| 100 | POWER INTEGRATIONS INC | POWI | 168,272 | $16.0M | 0.05% |
| 101 | APPLIED INDL TECHNOLOGIES IN | 03820C105 | 110,213 | $16.0M | 0.05% |
| 102 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 301,371 | $15.4M | 0.05% |
| 103 | CASELLA WASTE SYS INC | CWST | 168,755 | $15.3M | 0.05% |
| 104 | AVIENT CORPORATION | AVNT | 370,373 | $15.1M | 0.05% |
| 105 | EURONET WORLDWIDE INC | EEFT | 128,665 | $15.1M | 0.05% |
| 106 | FOX FACTORY HLDG CORP | FOXF | 137,316 | $15.0M | 0.04% |
| 107 | EVERCORE INC | EVR | 120,326 | $15.0M | 0.04% |
| 108 | TREX CO INC | TREX | 224,916 | $14.8M | 0.04% |
| 109 | CUSHMAN WAKEFIELD PLC | CWK | 1,802,300 | $14.6M | 0.04% |
| 110 | PERFORMANCE FOOD GROUP CO | PFGC | 239,629 | $14.5M | 0.04% |
| 111 | MACOM TECH SOLUTIONS HLDGS I | 55405Y100 | 219,853 | $14.4M | 0.04% |
| 112 | FIVE BELOW INC | FIVE | 72,154 | $14.2M | 0.04% |
| 113 | DEXCOM INC | DXCM | 109,973 | $14.2M | 0.04% |
| 114 | BOOT BARN HLDGS INC | BOOT | 166,061 | $14.1M | 0.04% |
| 115 | PERMIAN RESOURCES CORP | PR | 1,254,506 | $13.8M | 0.04% |
| 116 | AMN HEALTHCARE SVCS INC | 001744101 | 126,250 | $13.8M | 0.04% |
| 117 | PROCORE TECHNOLOGIES INC | PCOR | 210,893 | $13.7M | 0.04% |
| 118 | REGAL REXNORD CORPORATION | RRX | 90,074 | $13.6M | 0.04% |
| 119 | TOPGOLF CALLAWAY BRANDS CORP | 131193104 | 668,480 | $13.4M | 0.04% |
| 120 | CSW INDUSTRIALS INC | CSW | 78,056 | $12.9M | 0.04% |
| 121 | REXFORD INDL RLTY INC | 76169C100 | 249,181 | $12.8M | 0.04% |
| 122 | SP PLUS CORP | 78469C103 | 325,594 | $12.8M | 0.04% |
| 123 | PAYCOM SOFTWARE INC | PAYC | 39,790 | $12.8M | 0.04% |
| 124 | SHIFT4 PMTS INC | 82452J109 | 180,975 | $12.3M | 0.04% |
| 125 | INSPIRE MED SYS INC | 457730109 | 38,540 | $12.3M | 0.04% |
| 126 | CHIPOTLE MEXICAN GRILL INC | CMG | 5,719 | $12.1M | 0.04% |
| 127 | MERCADOLIBRE INC | MELI | 9,981 | $11.9M | 0.04% |
| 128 | DOCGO INC | DCGO | 1,258,033 | $11.8M | 0.04% |
| 129 | INGEVITY CORP | NGVT | 196,203 | $11.5M | 0.03% |
| 130 | ACI WORLDWIDE INC | ACIW | 456,454 | $10.7M | 0.03% |
| 131 | R1 RCM INC | 77634L105 | 580,086 | $10.7M | 0.03% |
| 132 | SMARTSHEET INC | 83200N103 | 278,163 | $10.6M | 0.03% |
| 133 | SCIENCE APPLICATIONS INTL CO | 808625107 | 92,055 | $10.4M | 0.03% |
| 134 | THOUGHTWORKS HOLDING INC | 88546E105 | 1,368,290 | $10.4M | 0.03% |
| 135 | GLOBAL BLUE GROUP HOLDING AG | H33700107 | 2,065,476 | $10.3M | 0.03% |
| 136 | NOVANTA INC | NOVTU | 54,712 | $10.1M | 0.03% |
| 137 | ATRICURE INC | ATRC | 202,068 | $10.0M | 0.03% |
| 138 | HAYWARD HLDGS INC | HAYW | 770,062 | $9.9M | 0.03% |
| 139 | SHOPIFY INC | SHOP | 152,650 | $9.9M | 0.03% |
| 140 | MERCURY SYS INC | MRCY | 283,109 | $9.8M | 0.03% |
| 141 | INTUITIVE SURGICAL INC | ISRG | 27,715 | $9.5M | 0.03% |
| 142 | PRIVIA HEALTH GROUP INC | PRVA | 361,827 | $9.5M | 0.03% |
| 143 | CI&T INC | CINT | 1,430,483 | $8.7M | 0.03% |
| 144 | SUPER MICRO COMPUTER INC | SMCI | 36,710 | $8.7M | 0.03% |
| 145 | HALOZYME THERAPEUTICS INC | HALO | 236,368 | $8.6M | 0.03% |
| 146 | HEALTH CATALYST INC | HCAT | 635,574 | $7.9M | 0.02% |
| 147 | AXSOME THERAPEUTICS INC | AXSM | 94,278 | $6.8M | 0.02% |
| 148 | BROWN & BROWN INC | BRO | 95,200 | $6.6M | 0.02% |
| 149 | INSMED INC | INSM | 284,621 | $6.0M | 0.02% |
| 150 | ZOOMINFO TECHNOLOGIES INC | GTM | 227,012 | $5.8M | 0.02% |
| 151 | ROCKET PHARMACEUTICALS INC | RCKTW | 282,934 | $5.6M | 0.02% |
| 152 | GODADDY INC | GDDY | 73,991 | $5.6M | 0.02% |
| 153 | WATSCO INC | WSO-B | 14,498 | $5.5M | 0.02% |
| 154 | ARROWHEAD PHARMACEUTICALS IN | ARWR | 151,627 | $5.4M | 0.02% |
| 155 | APELLIS PHARMACEUTICALS INC | APLS | 59,064 | $5.4M | 0.02% |
| 156 | CRYOPORT INC | CYRX | 294,145 | $5.1M | 0.02% |
| 157 | GRACO INC | GGG | 58,441 | $5.1M | 0.02% |
| 158 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 105,305 | $4.9M | 0.01% |
| 159 | BRIDGEBIO PHARMA INC | BBIO | 278,654 | $4.8M | 0.01% |
| 160 | MKS INSTRS INC | MKSI | 43,753 | $4.7M | 0.01% |
| 161 | PTC INC | PTC | 31,780 | $4.5M | 0.01% |
| 162 | MONSTER BEVERAGE CORP NEW | MNST | 73,225 | $4.2M | 0.01% |
| 163 | SITEONE LANDSCAPE SUPPLY INC | SITE | 25,043 | $4.2M | 0.01% |
| 164 | KARUNA THERAPEUTICS INC | 48576A100 | 19,193 | $4.2M | 0.01% |
| 165 | YETI HLDGS INC | YETI | 105,268 | $4.1M | 0.01% |
| 166 | AMPHENOL CORP NEW | 032095101 | 47,322 | $4.0M | 0.01% |
| 167 | MASCO CORP | MAS | 69,633 | $4.0M | 0.01% |
| 168 | CLARUS CORP NEW | CLAR | 421,484 | $3.9M | 0.01% |
| 169 | KEROS THERAPEUTICS INC | KROS | 95,213 | $3.8M | 0.01% |
| 170 | JONES LANG LASALLE INC | JLL | 22,948 | $3.5M | 0.01% |
| 171 | NATERA INC | NTRA | 70,970 | $3.5M | 0.01% |
| 172 | CARMAX INC | KMX | 40,606 | $3.4M | 0.01% |
| 173 | MASTERCARD INCORPORATED | MA | 8,085 | $3.2M | 0.01% |
| 174 | HDFC BANK LTD | HDB | 43,730 | $3.1M | 0.01% |
| 175 | LINCOLN ELEC HLDGS INC | 533900106 | 14,661 | $2.9M | 0.01% |
| 176 | BAKER HUGHES COMPANY | BKR | 90,752 | $2.9M | 0.01% |
| 177 | EOG RES INC | EOG | 24,881 | $2.8M | 0.01% |
| 178 | NETFLIX INC | NFLX | 6,000 | $2.6M | 0.01% |
| 179 | CUBESMART | CUBE | 59,782 | $2.6M | 0.01% |
| 180 | EASTGROUP PPTYS INC | 277276101 | 15,203 | $2.6M | 0.01% |
| 181 | ALCON AG | ALC | 30,482 | $2.5M | 0.01% |
| 182 | CREDICORP LTD | BAP | 15,695 | $2.3M | 0.01% |
| 183 | ASHLAND INC | ASH | 25,402 | $2.2M | 0.01% |
| 184 | EAST WEST BANCORP INC | EWBC | 41,316 | $2.2M | 0.01% |
| 185 | ISHARES TR | 46429B598 | 48,242 | $2.1M | 0.01% |
| 186 | SONY GROUP CORPORATION | SNEJF | 22,796 | $2.1M | 0.01% |
| 187 | TFI INTL INC | 87241L109 | 17,662 | $2.0M | 0.01% |
| 188 | SCHLUMBERGER LTD | SLB | 40,366 | $2.0M | 0.01% |
| 189 | ISHARES INC | 46434G863 | 61,988 | $2.0M | 0.01% |
| 190 | CGI INC | GIB | 17,125 | $1.8M | 0.01% |
| 191 | TRANE TECHNOLOGIES PLC | TT | 9,240 | $1.8M | 0.01% |
| 192 | SIMULATIONS PLUS INC | SLP | 40,078 | $1.7M | 0.01% |
| 193 | CANADIAN NAT RES LTD | 136385101 | 30,515 | $1.7M | 0.01% |
| 194 | INTERNATIONAL FLAVORS&FRAGRA | 459506101 | 20,171 | $1.6M | 0.00% |
| 195 | BAIDU INC | BAIDF | 10,987 | $1.5M | 0.00% |
| 196 | ENDAVA PLC | DAVA | 27,710 | $1.4M | 0.00% |
| 197 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 14,024 | $1.4M | 0.00% |
| 198 | RYANAIR HOLDINGS PLC | RYAOF | 10,996 | $1.2M | 0.00% |
| 199 | HALEON PLC | HLNCF | 145,898 | $1.2M | 0.00% |
| 200 | RELX PLC | RLXXF | 35,842 | $1.2M | 0.00% |
| 201 | UBS GROUP AG | UBS | 59,144 | $1.2M | 0.00% |
| 202 | CHUBB LIMITED | CB | 5,674 | $1.1M | 0.00% |
| 203 | GRUPO AEROPUERTO DEL PACIFIC | 400506101 | 5,643 | $1.0M | 0.00% |
| 204 | BROOKFIELD ASSET MANAGMT LTD | 113004105 | 28,769 | $938,732 | 0.00% |
| 205 | NICE LTD | NCSYF | 4,514 | $936,655 | 0.00% |
| 206 | BROOKFIELD CORP | 11271J107 | 26,591 | $894,787 | 0.00% |
| 207 | HESS CORP | HESM | 6,050 | $809,853 | 0.00% |
| 208 | WORKDAY INC | WDAY | 3,500 | $792,470 | 0.00% |
| 209 | MICRON TECHNOLOGY INC | MU | 11,795 | $758,772 | 0.00% |
| 210 | ILLUMINA INC | ILMN | 3,300 | $616,803 | 0.00% |
| 211 | ISHARES TR | 464287465 | 3,217 | $233,233 | 0.00% |
| 212 | CDW CORP | CDW | 1,263 | $232,177 | 0.00% |
| 213 | DESCARTES SYS GROUP INC | 249906108 | 2,759 | $221,106 | 0.00% |
| 214 | HEICO CORP NEW | HEI-A | 736 | $130,758 | 0.00% |
| 215 | ISHARES TR | 464287630 | 573 | $80,650 | 0.00% |
| 216 | ISHARES TR | 46434V423 | 1,645 | $67,659 | 0.00% |
| 217 | ISHARES TR | 464288257 | 98 | $9,402 | 0.00% |
| 218 | YANDEX N V | NBIS | 1,359,718 | $0 | 0.00% |