WhaleCreep

WCM Investment Management 13F holdings, Q3 2000

Long-only investorSEC filingsCompare with another fundHoldings as of 2000-09-30, filed 2000-10-06

WCM Investment Management disclosed 61 US equity positions worth $213.1m in its Q3 2000 13F filing. Its largest position is SUN MICROSYSTEMS INC at 5.8% of the reported book, followed by BEA SYSTEMS INC and ORCL. Versus Q1 2000 it opened 14 new positions, added to 29, reduced 16 and exited 24.

$213m
Reported equity book
Sum of the long US equity positions in the filing, at the values filed. Options are excluded.
61
Positions
Distinct securities in the equity book with a reported value above zero. Options are excluded.
5.8%
Largest position
The largest single position as a share of the reported equity book.
44.0%
Top 10 weight
The ten largest positions together, as a share of the reported equity book.
33
Effective positions
1 / HHI of portfolio weights: the number of equal-weight positions the book behaves like.
110
Quarters on file since Q2 1999
Quarters for which this manager's 13F holdings are on record.

Holdings

Against Q1 2000: 14 new, 29 added, 16 reduced, 24 exited

50 of 61
SUN MICROSYSTEMS INC no ticker–5.8%$12.4m105,897−0.3%held
BEA SYSTEMS INC no ticker–5.8%$12.4m158,613+368%added
ORCL ORACLE CORPTechnology4.8%$10.2m129,711−19%reduced
CSCO CISCO SYS INCTechnology4.5%$9.6m172,983+7.2%added
MS MORGAN STANLEYFinancial Services4.3%$9.1m99,445+9.8%added
E M C CORP MASS no ticker–3.9%$8.4m84,568+150%added
WFC WELLS FARGO & COFinancial Services3.9%$8.3m180,573+23%added
SCHERING-PLOUGH CORP no ticker–3.7%$7.9m168,981+856%added
AMGN AMGEN INCHealthcare3.7%$7.8m112,318+14%added
JDS UNIPHASE CORP no ticker–3.7%$7.8m82,290+10%added
FREDDIE MAC no ticker–3.3%$7.1m131,090–new
IBM INTERNATIONAL BUSINESS MACHSTechnology3.3%$7.0m62,419−18%reduced
HD HOME DEPOT INCConsumer Cyclical3.2%$6.8m128,163+69%added
NORTEL NETWORKS CORP no ticker–3.2%$6.8m113,410–new
GUIDANT CORP no ticker–3.0%$6.4m90,696+28%added
VERITAS SOFTWARE CORP no ticker–2.6%$5.5m38,935+23%added
MERRILL LYNCH & CO no ticker–2.4%$5.1m77,680+112%added
VRSN VERISIGN INCTechnology2.3%$4.9m24,219+40%added
SYK STRYKER CORPORATIONHealthcare2.2%$4.6m107,530–new
QCOM QUALCOMM INCTechnology2.2%$4.6m64,367+73%added
ABT ABBOTT LABORATORIESHealthcare1.4%$3.1m64,900−51%reduced
JNJ JOHNSON & JOHNSONHealthcare1.4%$3.1m32,765+339%added
I2 TECHNOLOGIES INC no ticker–1.4%$2.9m15,494+11%added
GE GENERAL ELECTRIC COIndustrials1.3%$2.8m48,759+278%added
AMERICAN INTERNATIONAL GROUP INC no ticker–1.3%$2.8m29,335+81%added
INTC INTEL CORPTechnology1.3%$2.7m64,764+121%added
AVGO BROADCOM CORPTechnology1.2%$2.5m10,303+260%added
SIEBEL SYSTEMS INC no ticker–1.2%$2.5m22,311+84%added
BROCADE COMMUNICATIONS SYS no ticker–1.1%$2.4m10,335–new
MERCK & COMPANY INCORPORATED no ticker–1.1%$2.3m30,848−62%reduced
ARIBA INC no ticker–1.0%$2.2m15,572+255%added
UTXZ UNITED TECHNOLOGIES CORP–1.0%$2.1m30,170+0.7%added
EXODUS COMMUNICATIONS INC no ticker–1.0%$2.1m41,663+117%added
AXP AMERICAN EXPRESS COFinancial Services0.9%$1.9m32,097+449%added
BAC BANK OF AMER CORPFinancial Services0.9%$1.9m35,523−54%reduced
ROYAL DUTCH PETRO-NY SHARES no ticker–0.8%$1.8m30,195−9.8%reduced
CHIRON CORP no ticker–0.8%$1.7m38,750+29%added
MCD MCDONALDS CORPConsumer Cyclical0.8%$1.7m57,735−3.9%reduced
SBC COMMUNICATIONS INC no ticker–0.8%$1.6m32,540−15%reduced
SCHW SCHWAB CHARLES CORPFinancial Services0.7%$1.6m44,660–new
WALGREEN CO no ticker–0.7%$1.5m39,854+333%added
LEVEL 3 COMMUNICATIONS no ticker–0.7%$1.5m18,887+55%added
NATIONAL SEMICONDUCTOR CORP no ticker–0.7%$1.4m35,615–new
VANGUARD INDEX 500 FUND no ticker–0.5%$1.1m8,472−15%reduced
METROMEDIA FIBER NETWORK INC no ticker–0.5%$1.1m44,983+174%added
AKAM AKAMAI TECHNOLOGIES INCTechnology0.4%$899k17,115–new
ITW ILLINOIS TOOL WKS INCIndustrials0.4%$819k14,653–new
FIRSTAR CORP no ticker–0.4%$779k34,815–new
TELLABS INC no ticker–0.3%$670k14,040–new
MXIM MAXIM INTEGRATED PRODS INC–0.3%$637k7,920–new

Exited since Q1 2000

24 rows
AT&T CORP no ticker4.1%$7.9m
AMERICAN HOME PRODUCTS CORP no ticker3.1%$6.0m
LUCENT TECHNOLOGIES INC no ticker1.6%$3.0m
INKTOMI CORP no ticker1.5%$2.9m
GILLETTE COMPANY no ticker1.3%$2.6m
NORTEL NETWORKS CORP no ticker1.2%$2.3m
ELECTRONIC DATA SYSTEMS CORP no ticker0.7%$1.4m
MEDIAONE GROUP INC no ticker0.7%$1.2m
BROADVISION INC no ticker0.6%$1.2m
SEAGATE TECHNOLOGY INC no ticker0.6%$1.2m
OMC OMNICOM GROUP INC0.5%$861k
COMMERCE ONE INC no ticker0.4%$789k
J. P. MORGAN & CO INC no ticker0.3%$649k
DELL COMPUTER CORP no ticker0.3%$605k
KO COCA COLA CO0.3%$583k
WILLIAMS COMMUNICATIONS GRP no ticker0.3%$538k
PMC-SIERRA INC no ticker0.3%$484k
SDL INC no ticker0.2%$430k
CHECK POINT SOFTWARE TECH LT no ticker0.2%$382k
NUE NUCOR CORP0.2%$359k
PUMA TECHNOLOGY INC no ticker0.1%$271k
GTE CORP no ticker0.1%$236k
ADI ANALOG DEVICES INC0.1%$209k
SHAW INDUSTRIES INC no ticker0.10%$185k

Sector mix

  • Unclassified54.4%
  • Technology19.9%
  • Financial Services10.7%
  • Healthcare8.7%
  • Consumer Cyclical4.0%
  • Industrials1.7%
  • Consumer Defensive0.3%
  • Communication Services0.2%

Book over time

Every quarter on file (110)
QuarterPositionsEquity book
Q2 2026266$55.2bn
Q1 2026263$43.8bn
Q4 2025241$48.6bn
Q3 2025228$48.1bn
Q2 2025219$43.8bn
Q1 2025278$38.9bn
Q4 2024288$42.5bn
Q3 2024289$44.1bn
Q2 2024267$42.3bn
Q1 2024247$42.1bn
Q4 2023249$36.2bn
Q3 2023207$34.1bn
Q2 2023217$33.5bn
Q1 2023211$31.3bn
Q4 2022210$30.0bn
Q3 2022192$27.9bn
Q2 2022202$27.9bn
Q1 2022201$35.8bn
Q4 2021205$44.4bn
Q3 2021204$43.3bn
Q2 2021195$39.4bn
Q1 2021189$36.5bn
Q4 2020193$36.8bn
Q3 2020179$28.5bn
Q2 2020180$26.1bn
Q1 2020180$18.1bn
Q4 2019157$18.6bn
Q3 2019152$16.7bn
Q2 2019151$16.0bn
Q1 2019142$14.4bn
Q4 201879$11.2bn
Q3 201878$11.2bn
Q2 201882$9.7bn
Q1 201894$10.7bn
Q4 201796$8.8bn
Q3 201787$7.9bn
Q2 201784$6.5bn
Q1 2017114$9.2bn
Q4 2016168$8.3bn
Q3 2016162$8.8bn
Q2 2016114$6.3bn
Q1 2016115$6.4bn
Q4 201592$4.9bn
Q3 2015107$4.0bn
Q2 2015115$4.4bn
Q1 2015141$4.9bn
Q4 2014114$3.5bn
Q3 2014113$3.2bn
Q2 2014141$4.0bn
Q1 2014138$2.8bn
Q4 2013133$2.8bn
Q3 2013126$1.9bn
Q2 2013140$1.9bn
Q1 2013140$1.4bn
Q4 2012107$1.2bn
Q3 2012117$1.2bn
Q2 2012120$1.0bn
Q1 2012123$960m
Q4 2011118$803m
Q3 2011112$570m
Q2 2011120$731m
Q1 2011131$676m
Q4 2010118$617m
Q3 2010120$540m
Q2 2010100$458m
Q1 2010105$967m
Q4 2009103$932m
Q3 2009108$936m
Q2 2009102$887m
Q1 200975$710m
Q4 200876$786m
Q3 200875$1.1bn
Q2 200883$1.3bn
Q1 200879$1.5bn
Q4 200780$1.7bn
Q3 2007106$2.0bn
Q2 200781$2.0bn
Q4 200676$2.3bn
Q3 200686$2.6bn
Q2 200690$2.7bn
Q1 200684$2.8bn
Q4 200587$2.9bn
Q3 200580$2.7bn
Q2 200584$1.9bn
Q1 200586$1.7bn
Q4 2004101$1.4bn
Q3 200491$1.1bn
Q2 200489$852m
Q1 200490$796m
Q4 200361$558m
Q3 200338$237m
Q2 200336$173m
Q4 200237$103m
Q3 200244$91.4m
Q1 200248$121m
Q4 200156$131m
Q3 200159$117m
Q2 200158$136m
Q1 2001185$118m
Q4 200057$177m
Q3 200061$213m
Q1 200071$191m
Q1 200076$190m
Q4 199978$172m
Q4 199978$152m
Q3 199973$130m
Q3 199977$145m
Q3 199974$148m
Q2 199974$153m
Q2 199970$152m

Where WCM Investment Management was early

107 rows
ABT ABBOTT LABORATORIESQ4 19991 of 1813.0%3.0%12Exited by Q4 2012+102%
UTXZ UNITED TECHNOLOGIES CORPQ4 19991 of 1140.4%2.7%18Exited by Q1 2005−53%
QCOM QUALCOMM INCQ4 19992 of 2461.5%2.9%37Exited by Q3 2012−37%
VRSN VERISIGN INCQ4 19992 of 1420.8%2.3%5Exited by Q2 2001−81%
MCD MCDONALDS CORPQ1 20001 of 1921.2%1.8%23Exited by Q1 2020+429%
MS MORGAN ST DEAN WITTER & COQ1 20001 of 1783.9%4.6%8Exited by Q3 2002−31%
AVGO BROADCOM CORP-CL AQ1 20002 of 3230.4%1.2%5Exited by Q1 2005–
SYK STRYKER CORPORATIONQ3 20001 of 1502.2%4.6%47Exited by Q4 2023+1173%
SYY SYSCO CORPQ3 20001 of 1410.2%5.3%26Exited by Q3 2013+48%
MXIM MAXIM INTEGRATED PRODUCTSQ3 20003 of 1010.3%6.7%16Exited by Q2 2007+49%
SCHW THE CHARLES SCHWAB CORPORATIQ3 200021 of 2210.7%1.3%24Exited by Q4 2019+18%
GD GENERAL DYNAMICS CORPQ4 20002 of 1341.1%6.5%22Exited by Q2 2025+599%
HOG HARLEY-DAVIDSON INCQ1 20011 of 1200.06%7.3%19Exited by Q2 2006+37%
JPM JPMORGAN CHASE & CO.Q1 20011 of 2315.1%5.1%10Exited by Q2 2025+446%
PG PROCTER AND GAMBLE COQ1 20011 of 1640.01%8.0%56Exited by Q2 2025+444%
TEVA TEVA PHARMACEUTICAL INDS LTDQ1 20011 of 1820.01%7.5%42Held at last filing, Q2 2026+148%
UPS UNITED PARCEL SERVICE INCQ1 20012 of 1740.4%9.3%11Exited by Q2 2025+93%
ADBE ADOBE SYSTEMSQ1 20014 of 2750.03%5.1%17Exited by Q3 2010+51%
USB US BANCORPQ1 20014 of 1620.7%3.7%13Exited by Q3 2010−3.7%
EBAY EBAY INC.Q1 20015 of 1860.01%9.1%28Held at last filing, Q2 2026+2835%
BSX BOSTON SCIENTIFIC CORPQ1 200113 of 1930.05%1.2%21Exited by Q2 2021+283%
MTG MGIC INVESTMENT CORPQ2 20011 of 1290.6%3.0%4Exited by Q3 2002−5.8%
CVX CHEVRON CORP NEWQ4 20012 of 1971.4%2.7%64Exited by Q2 2025+273%
MMM 3M COQ3 20021 of 1652.7%2.7%27Exited by Q4 2015+158%
GS GOLDMAN SACHS GROUP INCQ3 20022 of 2293.6%6.3%9Exited by Q2 2005+67%
NTRS NORTHERN TRUST CORPORATIONQ4 20021 of 1172.0%2.0%9Exited by Q2 2005+24%
HRB H&R BLOCK INCQ4 20024 of 1237.0%7.3%8Exited by Q2 2005+26%
ZBH ZIMMER HOLDINGS INCQ3 20031 of 1446.5%7.8%11Exited by Q2 2006+23%
WST WEST PHARMACEUTICAL SVSC INCQ3 20034 of 1390.10%1.8%44Exited by Q4 2022+3044%
MOG/A MOOG INCQ4 20031 of 960.1%1.1%47Held at last filing, Q2 2026+1830%
CALM CAL MAINE FOODSQ4 20034 of 1030.07%1.3%14Exited by Q1 2015+325%
MCO MOODY'S CORPQ1 20047 of 1766.5%11.5%15Exited by Q1 2008+0.9%
ODFL OLD DOMINION FREIGHT LINE INQ1 20047 of 1260.05%1.6%28Exited by Q3 2024+7835%
ACH OWENS & MINOR INC NEWQ2 20041 of 910.08%1.2%30Exited by Q1 2021+57%
RES RPC INCQ2 20041 of 900.08%1.1%26Exited by Q2 2013+630%
MLI MUELLER INDUSTRIES INCQ3 20041 of 1030.04%1.4%21Exited by Q1 2010−42%
EXPD EXPEDITORS INTL OF WASH INCQ3 20042 of 1203.5%12.5%26Exited by Q2 2011+94%
EA ELECTRONIC ARTSQ1 20051 of 2344.4%8.4%14Exited by Q4 2008−29%
ATR APTARGROUP INCQ4 20051 of 1010.03%1.8%11Exited by Q1 2009+35%
SNA SNAP ON INCQ4 20052 of 1080.06%2.4%47Exited by Q2 2025+797%
OTTR OTTER TAIL CORPQ1 20061 of 690.06%1.3%15Exited by Q1 2010−13%
TNC TENNANT COQ1 20061 of 720.04%1.4%9Exited by Q3 2008+15%
KMT KENNAMETAL INCQ1 20062 of 1090.04%1.2%9Exited by Q3 2008+6.5%
AVA AVISTA CORPQ3 20061 of 990.09%2.2%41Exited by Q1 2017+69%
AMZN AMAZON COM INCQ3 20062 of 3780.04%5.2%78Held at last filing, Q2 2026+14741%
AEIS ADVANCED ENERGY INDSQ2 20071 of 1210.5%1.4%23Held at last filing, Q2 2026+1546%
FIX COMFORT SYS USA INCQ2 20071 of 1510.5%1.4%17Held at last filing, Q2 2026+13877%
GPI GROUP 1 AUTOMOTIVE INCQ2 20071 of 1190.5%1.0%22Held at last filing, Q2 2026+622%
MKSI MKS INC.Q2 20071 of 1830.5%2.1%37Held at last filing, Q2 2026+1506%
IWN ISHARES TRQ2 20072 of 640.07%3.7%7Exited by Q1 2024+89%

Concentration and tenure

7.7%
Median largest position, all quarters
The largest single position as a share of the reported equity book.
52.8%
Median top 10 weight, all quarters
The ten largest positions together, as a share of the reported equity book.
Concentrated
Style, by median largest position
4
Median completed holding, quarters