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WCM INVESTMENT MANAGEMENT, LLC

AUM: $66.61 B
13-F Portfolio Value: $43.81 B
Last 13-F Filed: Q2 2025
Concentration in top 10: 47.06%
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Stock Company % Portfolio Shares Held Market Value Change in Shares % Change Quarter End Price Source
SESEA LTD9.43%25,807,216$4,111,347,581662,5482.63%$159.3113F
SPOTSPOTIFY TECHNOLOGY S A5.94%3,352,959$2,590,496,123-25,916-0.77%$772.613F
TSMTAIWAN SEMICONDUCTOR MFG LTD5.27%10,058,659$2,299,107,779324,6153.33%$228.5713F
PMPHILIP MORRIS INTL INC4.68%11,275,606$2,041,222,95411,230,62624968%$181.0313F
APPAPPLOVIN CORP4.48%5,859,423$1,955,758,209-566,084-8.81%$333.7813F
IBNICICI BANK LIMITED4.23%54,453,980$1,844,356,299840,6191.57%$33.8713F
LINLINDE PLC3.62%3,401,590$1,577,623,58861,8291.85%$463.7913F
CPNGCOUPANG INC3.47%49,168,456$1,514,880,129-494,841-1%$30.8113F
AMZNAMAZON COM INC3.16%6,170,680$1,377,912,844310,4145.3%$223.313F
CPCANADIAN PACIFIC KANSAS CITY3.00%16,730,413$1,310,158,644-224,999-1.33%$78.3113F
MELIMERCADOLIBRE INC2.91%495,685$1,268,978,384-4,605-0.92%$2560.0513F
MNDYMONDAY COM LTD2.87%4,069,392$1,253,209,960-9,593-0.24%$307.9613F
ASMLASML HOLDING N V2.83%1,548,246$1,232,326,595-12,175-0.78%$795.9513F
WCNWASTE CONNECTIONS INC2.77%6,501,719$1,208,669,477117,9391.85%$185.913F
ACGLARCH CAP GROUP LTD2.77%13,353,709$1,206,107,039-106,029-0.79%$90.3213F
NVDANVIDIA CORPORATION2.34%6,470,999$1,020,800,092349,2855.71%$157.7513F
MSFTMICROSOFT CORP2.26%1,988,513$986,183,20771,2683.72%$495.9413F
NUNU HLDGS LTD2.24%73,819,172$978,104,029-3,163,297-4.11%$13.2513F
HOODROBINHOOD MKTS INC2.20%11,555,160$959,424,93511,244,1823615.75%$83.0313F
AJGGALLAGHER ARTHUR J & CO1.80%2,464,662$783,097,137128,0715.48%$317.7313F
VVISA INC1.73%2,168,620$756,002,67488,2254.24%$348.6113F
AONAON PLC1.65%2,040,243$719,654,935-11,573-0.56%$352.7313F
MCKMCKESSON CORP1.63%978,333$710,054,576-104,307-9.63%$725.7813F
TEAMATLASSIAN CORPORATION1.57%3,388,634$685,588,431-29,079-0.85%$202.3213F
CTVACORTEVA INC1.54%9,044,706$672,835,7082,066,51929.61%$74.3913F
GDDYGODADDY INC1.52%3,670,677$660,978,807199,4595.75%$180.0713F
LPLALPL FINL HLDGS INC1.45%1,730,777$631,664,41895,4235.84%$364.9613F
GEGE AEROSPACE1.39%2,388,652$607,935,821-748,042-23.85%$254.5113F
RGAREINSURANCE GRP OF AMERICA I1.20%2,639,979$521,343,053125,9375.01%$197.4813F
VRTXVERTEX PHARMACEUTICALS INC1.18%1,163,670$513,527,57164,7305.89%$441.313F
STESTERIS PLC1.15%2,099,115$501,247,580-2,405,472-53.4%$238.7913F
ILMNILLUMINA INC0.96%4,426,471$419,585,186247,4605.92%$94.7913F
UNHUNITEDHEALTH GROUP INC0.90%1,271,535$393,044,23055,4034.56%$309.1113F
SAPSAP SE0.85%1,224,778$368,768,363-4,308-0.35%$301.0913F
GEVGE VERNOVA INC0.79%659,451$342,690,30729,6864.71%$519.6613F
RACEFERRARI N V0.51%453,188$222,560,543-297,316-39.62%$491.113F
AZNASTRAZENECA PLC0.42%2,653,082$185,317,791-1,349,988-33.72%$69.8513F
NVONOVO-NORDISK A S0.41%2,634,705$180,503,657-1,501,152-36.3%$68.5113F
UBSUBS GROUP AG0.40%5,221,697$174,613,559-82,824-1.56%$33.4413F
CNQCANADIAN NAT RES LTD0.33%4,633,243$145,715,506169,6003.8%$31.4513F
CLSCELESTICA INC0.31%893,991$136,485,606-75,217-7.76%$152.6713F
INTRINTER & CO INC0.15%8,724,180$64,122,7235,499,557170.55%$7.3513F
BAPCREDICORP LTD0.14%269,176$60,268,506-10,115-3.62%$223.913F
ADUSADDUS HOMECARE CORP0.13%489,060$56,300,587-5,731-1.16%$115.1213F
CRSCARPENTER TECHNOLOGY CORP0.13%200,944$55,424,37443,34827.51%$275.8213F
SNSHARKNINJA INC0.13%575,867$55,571,166354,101159.67%$96.513F
TPRTAPESTRY INC0.11%560,101$48,790,39826,3674.94%$87.1113F
VRRMVERRA MOBILITY CORP0.11%1,825,289$46,362,341-21,289-1.15%$25.413F
ESIELEMENT SOLUTIONS INC0.09%1,679,998$38,287,154-17,267-1.02%$22.7913F
ENSGENSIGN GROUP INC0.09%246,742$37,837,886-2,018-0.81%$153.3513F
AITAPPLIED INDL TECHNOLOGIES IN0.08%142,660$33,052,89550,50554.8%$231.6913F
STRLSTERLING INFRASTRUCTURE INC0.08%150,567$34,857,76645,01942.65%$231.5113F
VISTVISTA ENERGY S.A.B. DE C.V.0.08%766,219$36,962,405387,257102.19%$48.2413F
PLUSEPLUS INC0.07%433,226$31,716,47526,7776.59%$73.2113F
EVREVERCORE INC0.07%110,404$29,688,74023,82427.52%$268.9113F
ICUIICU MED INC0.07%236,623$31,191,644-2,761-1.15%$131.8213F
PDDPDD HOLDINGS INC0.07%279,885$29,427,109-131,439-31.96%$105.1413F
TTANSERVICETITAN INC0.07%265,316$28,635,556181,195215.4%$107.9313F
TCOMTRIP COM GROUP LTD0.07%521,186$30,577,983-83,179-13.76%$58.6713F
FTAIFTAI AVIATION LTD0.07%258,801$30,693,79916,7186.91%$118.613F
ICLRICON PLC0.07%199,946$28,904,194-6,189,725-96.87%$144.5613F
AZEKAZEK CO INC0.06%486,715$26,701,185-5,676-1.15%$54.8613F
BOOTBOOT BARN HLDGS INC0.06%159,791$24,695,699-61,445-27.77%$154.5513F
FIXCOMFORT SYS USA INC0.06%49,592$26,531,7203,0096.46%$53513F
DORMDORMAN PRODS INC0.06%199,900$24,851,568-2,332-1.15%$124.3213F
HAYWHAYWARD HLDGS INC0.06%1,860,744$25,696,875-2,054-0.11%$13.8113F
HQYHEALTHEQUITY INC0.06%248,950$26,109,87616,3097.01%$104.8813F
RMBSRAMBUS INC DEL0.06%416,901$26,681,66428,2467.27%$6413F
SKWDSKYWARD SPECIALTY INS GROUP0.06%439,860$25,041,230-5,152-1.16%$56.9313F
THCTENET HEALTHCARE CORP0.06%148,141$25,721,722148,141New$173.6313F
CWKCUSHMAN WAKEFIELD PLC0.06%2,259,850$25,152,131-26,389-1.15%$11.1313F
NBISNEBIUS GROUP N.V.0.06%521,925$27,056,592-15,856-2.95%$51.8413F
BILLBILL HOLDINGS INC0.05%464,155$21,151,54321,3694.83%$45.5713F
CHEFCHEFS WHSE INC0.05%374,841$23,813,64921,1745.99%$63.5313F
CHDNCHURCHILL DOWNS INC0.05%199,713$20,161,02761,42644.42%$100.9513F
CVLTCOMMVAULT SYS INC0.05%130,353$22,724,4387,9836.52%$174.3313F
HLMNHILLMAN SOLUTIONS CORP0.05%2,956,955$21,112,659-35,210-1.18%$7.1413F
IBPINSTALLED BLDG PRODS INC0.05%114,076$20,369,41122,45924.51%$178.5613F
IPARINTERPARFUMS INC0.05%174,931$23,075,1483160.18%$131.9113F
KVYOKLAVIYO INC0.05%619,165$20,463,403229,04658.71%$33.0513F
LSTRLANDSTAR SYS INC0.05%170,964$23,839,22019,15812.62%$139.4413F
NOVTNOVANTA INC0.05%158,833$20,648,29084,976115.05%$13013F
PLNTPLANET FITNESS INC0.05%187,175$20,345,923-36,248-16.22%$108.713F
RHRH0.05%105,730$20,176,45659,941130.91%$190.8313F
RRXREGAL REXNORD CORPORATION0.05%157,677$23,101,25747,59543.24%$146.5113F
SMTCSEMTECH CORP0.05%514,307$23,097,527268,886109.56%$44.9113F
VRNSVARONIS SYS INC0.05%434,028$21,814,24728,0466.91%$50.2613F
VRTSVIRTUS INVT PARTNERS INC0.05%125,078$22,913,03922,90022.41%$183.1913F
WELLWELLTOWER INC0.05%148,115$22,532,735148,115New$152.1313F
WHWYNDHAM HOTELS & RESORTS INC0.05%287,781$23,560,630-2,815-0.97%$81.8713F
WTMWHITE MTNS INS GROUP LTD0.05%13,097$23,364,131-148-1.12%$1783.9313F
WNSWNS HLDGS LTD0.05%388,037$23,452,95632,0939.02%$60.4413F
WIXWIX COM LTD0.05%149,643$23,645,090120,878420.23%$158.0113F
AAONAAON INC0.04%208,782$15,364,26712,3266.27%$73.5913F
ACIWACI WORLDWIDE INC0.04%341,672$15,542,65918,8385.84%$45.4913F
CRMTAMERICAS CAR-MART INC0.04%302,095$16,823,671-3,501-1.15%$55.6913F
AVNTAVIENT CORPORATION0.04%466,900$15,332,99626,6646.06%$32.8413F
CSWCSW INDUSTRIALS INC0.04%61,950$17,953,110-726-1.16%$289.813F
CWSTCASELLA WASTE SYS INC0.04%167,213$19,281,331-22,129-11.69%$115.3113F
EGPEASTGROUP PPTYS INC0.04%101,187$16,953,8825,4785.72%$167.5513F
AGXARGAN INC0.04%74,382$16,344,7014,9887.19%$219.7413F
CDRECADRE HLDGS INC0.04%530,544$16,993,324-6,299-1.17%$32.0313F
METAMETA PLATFORMS INC0.04%23,862$17,505,879480.2%$733.6313F
NSITINSIGHT ENTERPRISES INC0.04%132,547$17,897,82118,50016.22%$135.0313F
INSMINSMED INC0.04%153,986$15,320,0679,6076.65%$99.4913F
KSPIKASPI KZ JSC0.04%202,650$17,462,351-7,124-3.4%$86.1713F
KRMNKARMAN HLDGS INC0.04%339,805$17,149,958339,805New$50.4713F
LANCLANCASTER COLONY CORP0.04%98,329$16,892,922-1,145-1.15%$171.813F
MRCYMERCURY SYS INC0.04%354,684$18,943,672-87,469-19.78%$53.4113F
MLNKMERIDIANLINK INC0.04%1,049,707$17,057,739-12,260-1.15%$16.2513F
OLLIOLLIES BARGAIN OUTLET HLDGS0.04%145,990$19,387,472-1,748-1.18%$132.813F
PFGCPERFORMANCE FOOD GROUP CO0.04%195,641$17,112,71810,0225.4%$87.4713F
PRIPRIMERICA INC0.04%61,375$16,481,0293,4395.94%$268.5313F
SAIASAIA INC0.04%70,372$19,511,34128,17766.78%$277.2613F
SITESITEONE LANDSCAPE SUPPLY INC0.04%140,899$16,983,9659,1086.91%$120.5413F
LRNSTRIDE INC0.04%117,067$17,047,297-31,095-20.99%$145.6213F
TXRHTEXAS ROADHOUSE INC0.04%96,155$18,052,1405,4355.99%$187.7413F
WALWESTERN ALLIANCE BANCORP0.04%234,809$18,225,87512,1165.44%$77.6213F
WINGWINGSTOP INC0.04%45,854$15,939,30945,854New$347.6113F
CRDOCREDO TECHNOLOGY GROUP HOLDI0.04%164,059$15,337,87610,8937.11%$93.4913F
MRXMAREX GROUP PLC0.04%448,113$17,929,001448,113New$40.0113F
AMWDAMERICAN WOODMARK CORPORATIO0.03%236,802$12,595,49869,77941.78%$53.1913F
ASHASHLAND INC0.03%273,336$13,858,1352,0080.74%$50.713F
AXSMAXSOME THERAPEUTICS INC0.03%119,666$12,368,6787,7186.89%$103.3613F
BBIOBRIDGEBIO PHARMA INC0.03%275,235$12,347,04217,1336.64%$44.8613F
FWRGFIRST WATCH RESTAURANT GROUP0.03%736,931$11,871,958-211,501-22.3%$16.1113F
FIVNFIVE9 INC0.03%558,313$14,929,29034,4026.57%$26.7413F
FRSHFRESHWORKS INC0.03%898,133$13,310,331-25,862-2.8%$14.8213F
GTLBGITLAB INC0.03%333,771$15,066,423333,771New$45.1413F
IRTCIRHYTHM TECHNOLOGIES INC0.03%77,170$11,938,971-61,267-44.26%$154.7113F
INSPINSPIRE MED SYS INC0.03%110,733$14,662,15737,87351.98%$132.4113F
LNTHLANTHEUS HLDGS INC0.03%135,891$11,073,7588,7416.87%$81.4913F
LLYELI LILLY & CO0.03%16,993$13,177,222380.22%$775.4513F
PENPENUMBRA INC0.03%43,554$11,168,5523,0607.56%$256.4313F
POWLPOWELL INDS INC0.03%66,585$14,177,2783,5365.61%$212.9213F
POWIPOWER INTEGRATIONS INC0.03%260,629$14,530,06714,4415.87%$55.7513F
KWRQUAKER HOUGHTON0.03%109,052$12,557,338-1,267-1.15%$115.1513F
RDNTRADNET INC0.03%215,534$12,311,30214,2557.08%$57.1213F
RGENREPLIGEN CORP0.03%109,864$13,574,7966,8726.67%$123.5613F
RKLBROCKET LAB CORP0.03%384,935$13,619,000384,935New$35.3813F
UNFUNIFIRST CORP MASS0.03%63,430$11,818,278-742-1.16%$186.3213F
YETIYETI HLDGS INC0.03%473,723$14,491,1874,6751%$30.5913F
ATRCATRICURE INC0.02%327,498$10,571,635134,14669.38%$32.2813F
GKOSGLAUKOS CORP0.02%102,870$10,433,0756,0476.25%$101.4213F
GRBKGREEN BRICK PARTNERS INC0.02%152,315$9,646,1097,5565.22%$63.3313F
ICFIICF INTL INC0.02%97,610$8,224,619-1,135-1.15%$84.2613F
RVMDREVOLUTION MEDICINES INC0.02%257,814$9,515,91511,8174.8%$36.9113F
RAREULTRAGENYX PHARMACEUTICAL IN0.02%210,469$7,686,3288,2564.08%$36.5213F
WWWWOLVERINE WORLD WIDE INC0.02%565,746$10,483,27344,7208.58%$18.5313F
APGAPI GROUP CORP0.01%111,516$5,672,8193,0812.84%$50.8713F
BNBROOKFIELD CORP0.01%80,161$4,937,9183660.46%$61.613F
BROBROWN & BROWN INC0.01%44,576$4,884,638-913-2.01%$109.5813F
SBSCOMPANHIA DE SANEAMENTO BASI0.01%215,024$4,509,0535300.25%$20.9713F
EMEEMCOR GROUP INC0.01%10,988$5,830,453-24-0.22%$530.6213F
IDYAIDEAYA BIOSCIENCES INC0.01%239,738$5,123,201-4,343-1.78%$21.3713F
JLLJONES LANG LASALLE INC0.01%20,133$5,173,376480.24%$256.9613F
ASAMER SPORTS INC0.01%140,555$5,532,245-44,963-24.24%$39.3613F
GRABGRAB HOLDINGS LIMITED0.01%919,701$4,524,9295,2830.58%$4.9213F
TTTRANE TECHNOLOGIES PLC0.01%13,950$6,030,446380.27%$432.2913F
VIKVIKING HOLDINGS LTD0.01%121,049$6,381,703430.04%$52.7213F
HLNHALEON PLC0.00998%419,441$4,353,798-3,046-0.72%$10.3813F
EWBCEAST WEST BANCORP INC0.00993%42,821$4,329,631No Change$101.1113F
BHVNBIOHAVEN LTD0.00943%291,928$4,113,26620,1067.4%$14.0913F
MKSIMKS INC.0.00851%37,040$3,711,7786181.7%$100.2113F
SONYSONY GROUP CORP0.00839%139,188$3,660,6441,5131.1%$26.313F
TEVATEVA PHARMACEUTICAL INDS LTD0.00825%214,756$3,599,3111,5990.75%$16.7613F
RELXRELX PLC0.00809%65,582$3,528,3121600.24%$53.813F
ZBRAZEBRA TECHNOLOGIES CORPORATI0.00744%10,490$3,244,1371,08111.49%$309.2613F
RLIRLI CORP0.00734%44,909$3,202,9101,4383.31%$71.3213F
GGGGRACO INC0.00723%36,629$3,155,5881560.43%$86.1513F
BZKANZHUN LIMITED0.00703%169,334$3,068,332-896,228-84.11%$18.1213F
BABAALIBABA GROUP HLDG LTD0.00692%26,457$3,018,215-4,305-13.99%$114.0813F
CUBECUBESMART0.00687%70,771$2,998,567-2,038-2.8%$42.3713F
ENTGENTEGRIS INC0.00683%36,153$2,978,284-611,187-94.42%$82.3813F
CWCURTISS WRIGHT CORP0.00674%6,025$2,938,3934648.34%$487.713F
MASMASCO CORP0.00662%45,001$2,887,7143260.73%$64.1713F
CBCHUBB LIMITED0.00652%9,969$2,842,361680.69%$285.1213F
WSOWATSCO INC0.00641%6,409$2,797,529110.17%$436.513F
DTDYNATRACE INC0.00616%48,986$2,688,8426,30914.78%$54.8913F
KMXCARMAX INC0.00595%38,991$2,596,8011970.51%$66.613F
BAHBOOZ ALLEN HAMILTON HLDG COR0.00575%24,365$2,506,1841700.7%$102.8613F
PTCPTC INC0.00561%14,454$2,447,062-42-0.29%$169.313F
TTWOTAKE-TWO INTERACTIVE SOFTWAR0.00554%10,016$2,418,2635645.97%$241.4413F
TDYTELEDYNE TECHNOLOGIES INC0.00550%4,703$2,397,07251912.4%$509.6913F
PCVXVAXCYTE INC0.00526%70,372$2,292,720-1,105-1.55%$32.5813F
POOLPOOL CORP0.00508%7,568$2,215,6081,34921.69%$292.7613F
ESTCELASTIC N V0.00497%26,202$2,166,6432,39110.04%$82.6913F
GIBCGI INC0.00473%19,986$2,065,153370.19%$103.3313F
TTEKTETRA TECH INC NEW0.00469%57,343$2,043,7057,61715.32%$35.6413F
REXRREXFORD INDL RLTY INC0.00453%54,510$1,974,897No Change$36.2313F
SLBSCHLUMBERGER LTD0.00390%50,058$1,702,4734030.81%$34.0113F
TYLTYLER TECHNOLOGIES INC0.00365%2,742$1,593,37625010.03%$581.113F
BIDUBAIDU INC0.00364%18,437$1,587,979-50-0.27%$86.1313F
HUBSHUBSPOT INC0.00364%2,882$1,586,9162148.02%$550.6313F
TOSTTOAST INC0.00336%33,341$1,463,33633,341New$43.8913F
EVOEVOTEC AG0.00284%297,907$1,239,293297,907New$4.1613F
PACGRUPO AEROPUERTO DEL PACIFIC0.00261%5,008$1,137,818400.81%$227.213F
NTRANATERA INC0.00249%6,465$1,085,8614908.2%$167.9613F
SGOVISHARES TR0.00193%8,377$843,4804005.01%$100.6913F
EFAISHARES TR0.00162%7,891$704,982-37,283-82.53%$89.3413F
MOHMOLINA HEALTHCARE INC0.00127%1,868$554,88919111.39%$297.0513F
YMMFULL TRUCK ALLIANCE CO LTD0.00125%46,186$545,45719,15170.84%$11.8113F
CBRECBRE GROUP INC0.00121%3,788$527,97140111.84%$139.3813F
MKLMARKEL GROUP INC0.00120%264$524,1722912.34%$1985.513F
BMRNBIOMARIN PHARMACEUTICAL INC0.00118%9,305$513,357-8,048-46.38%$55.1713F
CDWCDW CORP0.00118%2,901$514,6662459.22%$177.4113F
CSLCARLISLE COS INC0.00094%1,093$409,15411311.53%$374.3413F
CHECHEMED CORP NEW0.00082%637$356,3126611.56%$559.3613F
IEXIDEX CORP0.00073%1,812$319,49218911.65%$176.3213F
BALLBALL CORP0.00063%4,857$273,98350811.68%$56.4113F
TREXTREX CO INC0.00060%4,741$260,18650511.92%$54.8813F
ORCLORACLE CORP0.00053%1,099$231,0541,099New$210.2413F
APHAMPHENOL CORP NEW0.00047%2,094$204,5212,094New$97.6713F
ACWIISHARES TR0.00041%1,412$180,7921,412New$128.0413F
LXLEXINFINTECH HLDGS LTD0.00033%19,731$143,83919,731New$7.2913F
COMMCOMMSCOPE HLDG CO INC0.00031%16,737$137,2436373.96%$8.213F
KSAISHARES TR0.00012%1,406$53,794No Change$38.2613F
ALSNALLISON TRANSMISSION HLDGS I-2,355Exited13F
AMGNAMGEN INC-20,285Exited13F
AAPLAPPLE INC-1,592Exited13F
ANETARISTA NETWORKS INC-6,038,570Exited13F
GTLSCHART INDS INC-118,454Exited13F
CVXCHEVRON CORP NEW-26,409Exited13F
CORCENCORA INC-2,642Exited13F
AXONAXON ENTERPRISE INC-2,441Exited13F
BECNBEACON ROOFING SUPPLY INC-434,294Exited13F
BKHBLACK HILLS CORP-70,437Exited13F
CHRWC H ROBINSON WORLDWIDE INC-4,872Exited13F
CMECME GROUP INC-22,039Exited13F
CSCOCISCO SYS INC-85,982Exited13F
CLXCLOROX CO DEL-3,309Exited13F
KOFCOCA-COLA FEMSA SAB DE CV-35,364Exited13F
CGNXCOGNEX CORP-344,756Exited13F
CMCSACOMCAST CORP NEW-108,623Exited13F
CMACOMERICA INC-5,403Exited13F
VLRSCONTROLADORA VUELA COMP DE A-2,416,117Exited13F
COSTCOSTCO WHSL CORP NEW-425Exited13F
CFRCULLEN FROST BANKERS INC-47,220Exited13F
DDOGDATADOG INC-2,759,645Exited13F
DVNDEVON ENERGY CORP NEW-48,535Exited13F
DEODIAGEO PLC-23,046Exited13F
DCGODOCGO INC-3,238,109Exited13F
EMNEASTMAN CHEM CO-5,413Exited13F
ETRENTERGY CORP NEW-72,290Exited13F
XOMEXXON MOBIL CORP-36,701Exited13F
FRPTFreshpet, Inc.-2,773,090Exited13G
GDGENERAL DYNAMICS CORP-15,556Exited13F
HALOHALOZYME THERAPEUTICS INC-283,957Exited13F
JKHYHENRY JACK & ASSOC INC-3,358Exited13F
HDHOME DEPOT INC-7,909Exited13F