WCM Investment Management 13F holdings, Q4 2023
Holdings as of December 31, 2023 · filings on SEC EDGAR · latest filing →
WCM Investment Management disclosed 249 US equity positions worth $36.2bn in its Q4 2023 13F filing. The largest position was CP at 7.7% of the reported book, followed by TEAM and ICLR. Against the Q3 2023 filing, it opened 4 new positions, added to 17 and reduced 23 among the top 50 holdings.
What did WCM Investment Management own in Q4 2023? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2023 |
|---|---|---|---|---|---|---|---|
| 1 | CP CANADIAN PACIFIC KANSAS CITY | Industrials | 7.7% | $2.8bn | 35,113,717 | -8% | reduced |
| 2 | TEAM ATLASSIAN CORPORATION | Technology | 6.4% | $2.3bn | 9,640,536 | 3% | added |
| 3 | ICLR ICON PLC | Healthcare | 5.4% | $2.0bn | 6,869,881 | -10% | reduced |
| 4 | MELI MERCADOLIBRE INC | Consumer Cyclical | 5.1% | $1.8bn | 1,162,724 | 75% | added |
| 5 | IBN ICICI BANK LIMITED | Financial Services | 4.4% | $1.6bn | 65,066,057 | -8% | reduced |
| 6 | LIN LINDE PLC | Basic Materials | 4.0% | $1.5bn | 3,553,793 | -7% | reduced |
| 7 | WCN WASTE CONNECTIONS INC | Industrials | 3.9% | $1.4bn | 9,529,490 | -7% | reduced |
| 8 | ASML ASML HOLDING N V | Technology | 3.7% | $1.3bn | 1,778,050 | -12% | reduced |
| 9 | AON AON PLC | Financial Services | 3.6% | $1.3bn | 4,438,294 | -10% | reduced |
| 10 | ACCENTURE PLC IRELAND | 3.0% | $1.1bn | 3,074,545 | -11% | reduced | |
| 11 | STE STERIS PLC | Healthcare | 3.0% | $1.1bn | 4,850,134 | -10% | reduced |
| 12 | ARCH CAP GROUP LTD | 3.0% | $1.1bn | 14,479,019 | -9% | reduced | |
| 13 | DDOG DATADOG INC | Technology | 2.1% | $775.5m | 6,290,833 | -0% | held |
| 14 | AMZN AMAZON COM INC | Consumer Cyclical | 2.1% | $755.5m | 4,925,445 | 1% | added |
| 15 | EPAM EPAM SYS INC | Technology | 2.1% | $747.7m | 2,502,390 | -11% | reduced |
| 16 | MSFT MICROSOFT CORP | Technology | 2.0% | $736.3m | 1,961,939 | 1% | added |
| 17 | ANET ARISTA NETWORKS INC | Technology | 2.0% | $716.6m | 3,024,220 | 1% | added |
| 18 | V VISA INC | Financial Services | 1.8% | $656.0m | 2,519,197 | 1% | added |
| 19 | UNH UNITEDHEALTH GROUP INC | Healthcare | 1.7% | $632.1m | 1,204,167 | 0% | held |
| 20 | ENTG ENTEGRIS INC | Technology | 1.7% | $628.2m | 5,173,163 | 0% | held |
| 21 | AJG GALLAGHER ARTHUR J & CO | Financial Services | 1.6% | $583.2m | 2,610,081 | 1% | added |
| 22 | ISRG INTUITIVE SURGICAL INC | Healthcare | 1.6% | $575.5m | 1,700,806 | – | new |
| 23 | BAH BOOZ ALLEN HAMILTON HLDG COR | Industrials | 1.5% | $537.8m | 4,229,460 | 1% | added |
| 24 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 1.5% | $527.5m | 989,837 | 0% | held |
| 25 | GE GENERAL ELECTRIC CO | Industrials | 1.4% | $520.5m | 4,056,174 | – | new |
| 26 | FND FLOOR & DECOR HLDGS INC | Consumer Cyclical | 1.4% | $515.0m | 4,521,719 | 1% | added |
| 27 | MCK MCKESSON CORP | Healthcare | 1.4% | $500.1m | 1,093,189 | 0% | held |
| 28 | LRCX LAM RESEARCH CORP | Technology | 1.3% | $474.3m | 600,594 | 1% | added |
| 29 | NVO NOVO-NORDISK A S | Healthcare | 1.2% | $436.7m | 4,220,198 | -35% | reduced |
| 30 | ODFL OLD DOMINION FREIGHT LINE IN | Industrials | 1.2% | $416.7m | 1,013,666 | 0% | held |
| 31 | NVDA NVIDIA CORPORATION | Technology | 1.1% | $389.5m | 786,498 | 1% | added |
| 32 | LPLA LPL FINL HLDGS INC | Financial Services | 1.1% | $387.5m | 1,696,094 | -31% | reduced |
| 33 | RACE FERRARI N V | Consumer Cyclical | 1.0% | $373.9m | 1,109,524 | -33% | reduced |
| 34 | SNOW SNOWFLAKE INC | Technology | 1.0% | $369.5m | 1,836,366 | -2% | reduced |
| 35 | COST COSTCO WHSL CORP NEW | Consumer Defensive | 1.0% | $356.0m | 536,822 | 1% | added |
| 36 | CTVA CORTEVA INC | Basic Materials | 0.9% | $341.6m | 7,103,146 | 3% | added |
| 37 | FERGUSON PLC NEW | 0.7% | $242.5m | 1,255,661 | -33% | reduced | |
| 38 | HEI/A HEICO CORP NEW | 0.6% | $207.0m | 1,452,390 | -41% | reduced | |
| 39 | AZN ASTRAZENECA PLC | Healthcare | 0.6% | $204.2m | 3,034,254 | -39% | reduced |
| 40 | THOMSON REUTERS CORP. | 0.5% | $165.0m | 1,134,026 | -34% | reduced | |
| 41 | UBS UBS GROUP AG | Financial Services | 0.4% | $143.6m | 4,635,670 | 6797% | added |
| 42 | CNQ CANADIAN NAT RES LTD | Energy | 0.4% | $143.3m | 2,192,895 | 9298% | added |
| 43 | EFA ISHARES TR | 0.2% | $86.0m | 1,142,675 | 1079% | added | |
| 44 | GLOB GLOBANT S A | Technology | 0.2% | $83.1m | 346,491 | -4% | reduced |
| 45 | FMX FOMENTO ECONOMICO MEXICANO S | 0.2% | $83.0m | 635,633 | -13% | reduced | |
| 46 | CLS CELESTICA INC | Technology | 0.2% | $67.8m | 2,292,409 | – | new |
| 47 | NU NU HLDGS LTD | Financial Services | 0.2% | $66.5m | 7,949,908 | – | new |
| 48 | TTEK TETRA TECH INC NEW | Industrials | 0.2% | $57.1m | 339,938 | 3% | added |
| 49 | FN FABRINET | Technology | 0.2% | $57.0m | 289,305 | -10% | reduced |
| 50 | AZTA AZENTA INC | Healthcare | 0.2% | $54.4m | 820,842 | -9% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.