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WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $43.8B
1-Year Est. Return 42.28%
This Fund
S&P 500
This Quarter Est. Return
+14.7%
1 Year Est. Return
+42.28%
3 Year Est. Return
+149.38%
5 Year Est. Return
+174.91%
10 Year Est. Return
+944.06%
AUM
$42.1B
AUM Growth
+$5.91B
Cap. Flow
+$1.82B
Cap. Flow %
4.32%
Top 10 Hldgs %
42.45%
Holding
265
New
15
Increased
119
Reduced
107
Closed
18

Top Buys

Rank Stock Value
1
NU icon
Nu Holdings
NU
+$940M
2
CPNG icon
Coupang
CPNG
+$704M
3
MNDY icon
monday.com
MNDY
+$685M
4
ILMN icon
Illumina
ILMN
+$445M
5
APP icon
Applovin
APP
+$381M

Top Sells

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$442M
2
HEI.A icon
HEICO Corp Class A
HEI.A
+$207M
3
DDOG icon
Datadog
DDOG
+$106M
4
LRCX icon
Lam Research
LRCX
+$102M
5
V icon
Visa
V
+$92.3M

Sector Composition

Rank Sector Weight
1 Technology 26.95%
2 Industrials 18.5%
3 Financials 18.34%
4 Healthcare 17.66%
5 Consumer Discretionary 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WSC icon
101
WillScot Mobile Mini Holdings
WSC
$4.19B
$19.4M 0.05%
417,882
+8,188
+2% +$381K
SPSC icon
102
SPS Commerce
SPSC
$2.7B
$19M 0.05%
102,555
+448
+0.4% +$82.7K
UNF icon
103
Unifirst Corp
UNF
$5.26B
$18.8M 0.04%
108,327
-33
-0% -$5.6K
EVR icon
104
Evercore
EVR
$11.6B
$18.6M 0.04%
96,454
-37,984
-28% -$6.87M
AMWD
105
DELISTED
American Woodmark
AMWD
$18.3M 0.04%
179,642
-74,704
-29% -$7.04M
ZTO icon
106
ZTO Express
ZTO
$17.7B
$18.1M 0.04%
866,722
-120,211
-12% -$2.3M
MOD icon
107
Modine Manufacturing
MOD
$10.6B
$18.1M 0.04%
190,556
-10,209
-5% -$789K
CSW
108
CSW Industrials
CSW
$5.74B
$18.1M 0.04%
77,032
-1,320
-2% -$294K
TKR icon
109
Timken Company
TKR
$8.88B
$18M 0.04%
206,294
+1,476
+0.7% +$122K
MTSI icon
110
MACOM Technology Solutions
MTSI
$23.2B
$18M 0.04%
188,027
-3,397
-2% -$300K
WING icon
111
Wingstop
WING
$3.16B
$17.3M 0.04%
47,223
-9,707
-17% -$3.02M
CGNX icon
112
Cognex
CGNX
$10.7B
$17.1M 0.04%
403,899
+1,651
+0.4% +$64.3K
RGEN icon
113
Repligen
RGEN
$9.29B
$16.5M 0.04%
89,616
-40,338
-31% -$7.68M
IRTC icon
114
iRhythm Holdings
IRTC
$4.02B
$16.1M 0.04%
138,369
+5,174
+4% +$582K
FWRG icon
115
First Watch Restaurant Group
FWRG
$734M
$16M 0.04%
+651,114
New +$14.7M
SMAR
116
DELISTED
Smartsheet Inc.
SMAR
$16M 0.04%
414,470
+3,592
+0.9% +$157K
PPLI
117
People Inc
PPLI
$3.02B
$15.8M 0.04%
361,971
+1,304
+0.4% +$56.3K
EEFT icon
118
Euronet Worldwide
EEFT
$2.65B
$15.8M 0.04%
143,594
+1,078
+0.8% +$113K
ACIW icon
119
ACI Worldwide
ACIW
$5.33B
$15.8M 0.04%
475,295
+1,427
+0.3% +$44.1K
BILL icon
120
BILL Holdings
BILL
$4.97B
$15.8M 0.04%
229,361
-177,865
-44% -$12.4M
OLLI icon
121
Ollie's Bargain Outlet
OLLI
$4.81B
$15.4M 0.04%
193,168
+3,696
+2% +$279K
PLNT icon
122
Planet Fitness
PLNT
$3.64B
$15.2M 0.04%
242,347
+9,443
+4% +$631K
SGRY icon
123
Surgery Partners
SGRY
$2.01B
$15.2M 0.04%
508,488
+2,652
+0.5% +$83K
CMG icon
124
Chipotle Mexican Grill
CMG
$40.2B
$14.8M 0.04%
254,900
-16,700
-6% -$854K
INTR icon
125
Inter&Co
INTR
$2.31B
$14.8M 0.04%
+2,585,311
New +$14.2M
3 4
5
6 7

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WCM Investment Management's Q1 2024 Portfolio in Review

As of Q1 2024, WCM Investment Management held 265 positions worth $42.1B, up 16% from $36.2B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

WCM Investment Management deployed $1.82B of net new capital in Q1 2024, opening 15 new positions and adding to 119 existing holdings. Its largest new stake was monday.com: 3,225,401 shares worth $729M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 29% a quarter earlier, followed by Industrials and Financials.

On the sell side, the largest reduction was Mercado Libre, an estimated $442M trimmed.

  • WCM Investment Management's largest Q1 2024 buy was monday.com: 3,225,401 shares worth $729M.
  • WCM Investment Management added most to Nu Holdings in Q1 2024, an estimated $940M increase.
  • WCM Investment Management's biggest Q1 2024 reduction was Mercado Libre, cutting an estimated $442M.
  • WCM Investment Management fully exited HEICO Corp Class A in Q1 2024, selling an estimated $207M.
  • WCM Investment Management's ten largest holdings make up 42% of its $42.1B portfolio in Q1 2024.
  • WCM Investment Management opened 15 new positions and closed 18 in Q1 2024.
  • WCM Investment Management's portfolio value rose 16% quarter-over-quarter to $42.1B.

Based on WCM Investment Management's 13F filing for Q1 2024, filed 25 Apr 2024.