WhaleCreep

WCM Investment Management 13F holdings, Q4 2024

Long-only investorSEC filingsCompare with another fundHoldings as of 2024-12-31, filed 2025-02-11

WCM Investment Management disclosed 288 US equity positions worth $42.5bn in its Q4 2024 13F filing. Its largest position is SE at 6.5% of the reported book, followed by APP and TSM. Versus Q3 2024 it opened 43 new positions, added to 109, reduced 123 and exited 44.

$42.5bn
Reported equity book
Sum of the long US equity positions in the filing, at the values filed. Options are excluded.
288
Positions
Distinct securities in the equity book with a reported value above zero. Options are excluded.
6.5%
Largest position
The largest single position as a share of the reported equity book.
40.5%
Top 10 weight
The ten largest positions together, as a share of the reported equity book.
37
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 Q3 2024: 43 new, 109 added, 123 reduced, 44 exited

50 of 288
SE SEA LTDConsumer Cyclical6.5%$2.8bn25.66m+23%added
APP APPLOVIN CORPCommunication Services5.5%$2.3bn6.93m−36%reduced
TSM TAIWAN SEMICONDUCTOR MANUFACTechnology4.6%$1.9bn9.67m−0.6%reduced
SPOT SPOTIFY TECHNOLOGY S ACommunication Services4.0%$1.7bn3.79m−2.2%reduced
CP CANADIAN PACIFIC KANSAS CITYIndustrials3.8%$1.6bn22.60m−6.5%reduced
IBN ICICI BANK LIMITEDFinancial Services3.8%$1.6bn53.69m−15%reduced
LIN LINDE PLCBasic Materials3.3%$1.4bn3.33m−2.8%reduced
ICLR ICON PLCHealthcare3.1%$1.3bn6.33m−4.8%reduced
AMZN AMAZON COM INCConsumer Cyclical3.0%$1.3bn5.82m−1.0%reduced
ARCH CAP GROUP LTD no ticker–2.9%$1.2bn13.43m−3.6%reduced
CPNG COUPANG INCConsumer Cyclical2.6%$1.1bn49.61m−4.0%reduced
WCN WASTE CONNECTIONS INCIndustrials2.6%$1.1bn6.37m−17%reduced
ASML ASML HLDG NVTechnology2.5%$1.1bn1.56m−3.1%reduced
TEAM ATLASSIAN CORPORATIONTechnology2.5%$1.1bn4.32m−3.3%reduced
MNDY MONDAY COM LTDTechnology2.2%$956m4.06m−3.1%reduced
STE STERIS PLCHealthcare2.2%$922m4.50m−3.9%reduced
GE GENERAL ELECTRIC COIndustrials2.2%$915m5.45m−1.7%reduced
MELI MERCADOLIBREConsumer Cyclical2.0%$860m499,405−6.5%reduced
NVDA NVIDIA CORPORATIONTechnology2.0%$837m6.09m−0.5%held
NU NU HLDGS LTDFinancial Services2.0%$832m78.15m−22%reduced
MSFT MICROSOFT CORPTechnology1.9%$811m1.91m−0.6%reduced
AON AON PLCFinancial Services1.7%$732m2.05m−41%reduced
GEV GE VERNOVA LLCIndustrials1.6%$683m2.07m−19%reduced
GDDY GODADDY INCTechnology1.6%$679m3.40m+7083%added
ANET ARISTA NETWORKS INCTechnology1.6%$675m6.05m+293%added
V VISA INCFinancial Services1.6%$667m2.12m−0.6%reduced
AJG GALLAGHER ARTHUR J & COFinancial Services1.6%$663m2.33m−0.6%reduced
ISRG INTUITIVE SURGICAL INCHealthcare1.5%$625m1.19m−1.2%reduced
DDOG DATADOG INCTechnology1.5%$619m4.29m−1.6%reduced
MCK MCKESSON CORPHealthcare1.5%$618m1.08m−1.4%reduced
UNH UNITEDHEALTH GROUP INCHealthcare1.4%$615m1.21m+0.6%added
ILMN ILLUMINA INCHealthcare1.3%$552m4.13m+27%added
LPLA LPL FINL HLDGS INCFinancial Services1.3%$537m1.64m−0.5%held
RGA REINSURANCE GROUP AMER INCFinancial Services1.2%$527m2.48m+1.4%added
ENTG ENTEGRIS INCTechnology1.1%$476m4.78m−5.4%reduced
VRTX VERTEX PHARMACEUTICALS INCHealthcare1.0%$436m1.09m–new
FRPT FRESHPET INCConsumer Defensive1.0%$431m2.88m+4.0%added
CTVA CORTEVA INCBasic Materials0.9%$389m6.88m−0.6%reduced
BAH BOOZ ALLEN HAMILTON HLDG CORIndustrials0.8%$347m2.70m−34%reduced
NVO NOVO-NORDISK A SHealthcare0.8%$346m4.03m+1.0%added
RACE FERRARI N VConsumer Cyclical0.8%$337m790,605−15%reduced
SAP SAP SETechnology0.7%$290m1.17m–new
AZN ASTRAZENECA PLCHealthcare0.6%$245m3.73m−5.3%reduced
CLS CELESTICA INCTechnology0.4%$172m1.84m−17%reduced
UBS UBS GROUP AGFinancial Services0.4%$159m5.19m−0.2%held
FERG FERGUSON ENTERPRISES INCIndustrials0.3%$140m805,533−0.1%held
CNQ CANADIAN NAT RES LTD MED TEREnergy0.3%$131m4.34m−1.4%reduced
EFA ISHARES TR–0.2%$87.0m1.15m+5145%added
ADUS ADDUS HOMECARE CORPHealthcare0.1%$59.6m471,615−5.4%reduced
BAP CREDICORP LTDFinancial Services0.1%$52.9m293,838−6.7%reduced

Exited since Q3 2024

44 rows
FND FLOOR & DECOR HLDGS INC1.2%$537m
EPAM EPAM SYS INC1.0%$447m
TMO THERMO FISHER SCIENTIFIC INC1.0%$439m
DESPEGAR COM CORP no ticker0.07%$33.0m
ENSTAR GROUP LIMITED no ticker0.07%$32.0m
FOUR SHIFT4 PMTS INC0.05%$23.3m
CZR CAESARS ENTERTAINMENT INC NE0.04%$19.8m
TKR TIMKEN CO0.04%$17.8m
WSC WILLSCOT HLDGS CORP0.04%$16.4m
APPF APPFOLIO INC0.04%$16.3m
SMARGBP SMARTSHEET INC0.04%$15.6m
MTDR MATADOR RES CO0.03%$15.3m
MTSI MACOM TECH SOLUTIONS HLDGS I0.03%$14.6m
EEFT EURONET WORLDWIDE INC0.03%$14.6m
TREX TREX INC0.03%$14.2m
BRZE BRAZE INC0.03%$13.2m
EXK EXACT SCIENCES CORP0.03%$12.4m
SAIC SCIENCE APPLICATIONS INTL CO0.03%$12.3m
AZTA AZENTA INC0.03%$12.0m
SHOP SHOPIFY INC0.03%$11.9m
TMDX TRANSMEDICS GROUP INC0.02%$8.7m
KROS KEROS THERAPEUTICS INC0.01%$6.4m
RCKT ROCKET PHARMACEUTICALS INC0.01%$5.3m
ACAD ACADIA PHARMACEUTICALS INC0.01%$4.5m
ARWR ARROWHEAD PHARMACEUTICALS IN0.01%$4.3m
NFLX NETFLIX INC.0.01%$4.2m
STVN STEVANATO GROUP S P A0.01%$3.9m
CYTK CYTOKINETICS INC0.01%$3.8m
RYAAY RYANAIR HOLDINGS PLC0.01%$3.3m
CYRX CRYOPORT INC0.01%$3.3m
HDB HDFC BANK LTD0.01%$2.5m
BKR BAKER HUGHES COMPANY0.01%$2.4m
MA MASTERCARD INC0.01%$2.2m
CRL CHARLES RIV LABS INTL INC0.0%$2.1m
RCM1USD R1 RCM INC0.0%$2.0m
NDSN NORDSON CORP0.0%$1.8m
MRK MERCK & CO. INC0.0%$1.6m
ACCENTURE PLC IRELAND no ticker0.0%$1.5m
ALC ALCON INC0.0%$1.3m
SLP SIMULATIONS PLUS INC0.0%$1.3m
HSY HERSHEY CO0.0%$1.3m
PEG PUBLIC SVC ENTERPRISE GROUP0.0%$1.2m
PCTY PAYLOCITY HLDG CORP0.0%$857k
WDAY WORKDAY INC0.0%$853k

Sector mix

  • Technology23.7%
  • Consumer Cyclical15.7%
  • Healthcare14.3%
  • Financial Services14.0%
  • Industrials12.4%
  • Communication Services9.7%
  • Basic Materials4.5%
  • Unclassified3.8%
  • Consumer Defensive1.4%
  • Energy0.4%
  • Real Estate0.1%
  • Utilities0.03%

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