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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
CP icon
1
Canadian Pacific Kansas City
CP
$78.1B
$3.05B 7.24%
34,555,241
-558,476
-2% -$46.9M
ICLR icon
2
Icon
ICLR
$12.6B
$2.26B 5.36%
6,717,813
-152,068
-2% -$44.8M
TEAM icon
3
Atlassian
TEAM
$25.6B
$1.84B 4.38%
9,443,114
-197,422
-2% -$43M
IBN icon
4
ICICI Bank
IBN
$108B
$1.69B 4.02%
64,080,774
-985,283
-2% -$24.6M
ASML icon
5
ASML
ASML
$626B
$1.68B 4%
1,734,299
-43,751
-2% -$38.8M
LIN icon
6
Linde
LIN
$221B
$1.62B 3.85%
3,489,936
-63,857
-2% -$27.6M
WCN
7
Waste Connections
WCN
$42.2B
$1.62B 3.84%
9,399,601
-129,889
-1% -$20.9M
AON icon
8
Aon
AON
$76.5B
$1.45B 3.44%
4,335,658
-102,636
-2% -$31.8M
MELI icon
9
Mercado Libre
MELI
$95.2B
$1.35B 3.21%
892,590
-270,134
-23% -$442M
ACGL icon
10
Arch Capital
ACGL
$34.3B
$1.31B 3.1%
14,117,989
-361,030
-2% -$30.5M
NU icon
11
Nu Holdings
NU
$69.2B
$1.19B 2.83%
99,965,627
+92,015,719
+1,157% +$940M
STE icon
12
Steris
STE
$22.3B
$1.07B 2.53%
4,737,200
-112,934
-2% -$25.5M
ACN icon
13
Accenture
ACN
$102B
$1.04B 2.47%
2,996,085
-78,460
-3% -$28.6M
GE icon
14
GE Aerospace
GE
$374B
$1.01B 2.41%
7,240,800
+2,158,414
+42% +$254M
AMZN icon
15
Amazon
AMZN
$2.92T
$887M 2.11%
4,915,373
-10,072
-0.2% -$1.68M
ANET icon
16
Arista Networks
ANET
$227B
$884M 2.1%
12,197,664
+100,784
+0.8% +$6.8M
MSFT icon
17
Microsoft
MSFT
$3.45T
$831M 1.97%
1,974,627
+12,688
+0.6% +$5.14M
CPNG icon
18
Coupang
CPNG
$29.3B
$799M 1.9%
44,926,485
+43,015,433
+2,251% +$704M
MNDY icon
19
monday.com
MNDY
$3.68B
$729M 1.73%
+3,225,401
New +$685M
ENTG icon
20
Entegris
ENTG
$18.1B
$720M 1.71%
5,122,052
-51,111
-1% -$6.53M
NVDA icon
21
NVIDIA
NVDA
$4.86T
$719M 1.71%
7,954,620
+89,640
+1% +$6.5M
ISRG icon
22
Intuitive Surgical
ISRG
$127B
$686M 1.63%
1,717,956
+17,150
+1% +$6.48M
EPAM icon
23
EPAM Systems
EPAM
$5.51B
$677M 1.61%
2,451,959
-50,431
-2% -$14.8M
DDOG icon
24
Datadog
DDOG
$95.4B
$673M 1.6%
5,444,203
-846,630
-13% -$106M
AJG icon
25
Arthur J. Gallagher & Co
AJG
$64.1B
$656M 1.56%
2,624,447
+14,366
+0.6% +$3.45M
1
2 3 4 5

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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.