WCM INVESTMENT MANAGEMENT, LLC

Filed: 2/7/2023ACC: 0001062993-23-002291

📋 What this filing means

WCM INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 213 equity positions with a total reported market value of $29.98B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

213

Positions

$29.98B

Total AUM (reported)

283.89M

Total Shares

Allocation by class

COM$15.99B53.3%

CL A$3.08B10.3%

ADR$1.76B5.9%

SHS$1.56B5.2%

SHS CL A$1.53B5.1%

SHS CLASS A$1.32B4.4%

N Y REGISTRY SHS$1.15B3.8%

Portfolio Concentration

Top 3$5.18B17.3%

4–10$8.44B28.1%

11–25$8.74B29.2%

Rest$7.62B25.4%

Top 3 weight

17.3%

Top 10 weight

45.4%

Voting Authority Distribution

Total shares with voting rights: 283.89M

Sole

Full voting authority

269.46M

% of voting shares94.9%

Shared

Joint voting authority

5.16M

% of voting shares1.8%

None

No voting authority

9.27M

% of voting shares3.3%

Investment Discretion (by position count)

Sole213

Shared0

Other0

Dominant voting typeSole · 94.9% of voting shares

Institutional Holdings213

Rows:

CANADIAN PAC RY LTD

SOLE

COM

Shares30.26M

TypeSH

Market value$2.26B

7.53%

Sole

29.59M

Shared

282.59K

None

393.32K

AON PLC

SOLE

SHS CL A

Shares5.10M

TypeSH

Market value$1.53B

5.11%

Sole

5.08M

Shared

0.00

None

23.54K

METTLER TOLEDO INTERNATIONAL

SOLE

COM

Shares962.14K

TypeSH

Market value$1.39B

4.64%

Sole

916.77K

Shared

21.41K

None

23.96K

ACCENTURE PLC IRELAND

SOLE

SHS CLASS A

Shares4.96M

TypeSH

Market value$1.32B

4.41%

Sole

4.93M

Shared

0.00

None

22.93K

ICICI BANK LIMITED

SOLE

ADR

Shares58.36M

TypeSH

Market value$1.28B

4.26%

Sole

56.90M

Shared

369.76K

None

1.09M

ATLASSIAN CORPORATION

SOLE

CL A

Shares9.50M

TypeSH

Market value$1.22B

4.08%

Sole

9.17M

Shared

152.20K

None

180.84K

WASTE CONNECTIONS INC

SOLE

COM

Shares9.03M

TypeSH

Market value$1.20B

4.00%

Sole

8.52M

Shared

246.66K

None

264.21K

ASML HOLDING N V

SOLE

N Y REGISTRY SHS

Shares2.11M

TypeSH

Market value$1.15B

3.85%

Sole

2.10M

Shared

0.00

None

9.13K

ICON PLC

SOLE

SHS

Shares5.89M

TypeSH

Market value$1.14B

3.81%

Sole

5.86M

Shared

0.00

None

26.77K

EPAM SYS INC

SOLE

COM

Shares3.41M

TypeSH

Market value$1.12B

3.73%

Sole

3.39M

Shared

0.00

None

19.60K

STERIS PLC

SOLE

SHS USD

Shares5.56M

TypeSH

Market value$1.03B

3.43%

Sole

5.54M

Shared

0.00

None

25.48K

LULULEMON ATHLETICA INC

SOLE

COM

Shares2.54M

TypeSH

Market value$814.47M

2.72%

Sole

2.53M

Shared

0.00

None

11.55K

RESMED INC

SOLE

COM

Shares3.83M

TypeSH

Market value$797.69M

2.66%

Sole

3.82M

Shared

0.00

None

16.86K

THERMO FISHER SCIENTIFIC INC

SOLE

COM

Shares1.29M

TypeSH

Market value$709.03M

2.37%

Sole

1.11M

Shared

89.38K

None

87.18K

UNITEDHEALTH GROUP INC

SOLE

COM

Shares1.24M

TypeSH

Market value$659.54M

2.20%

Sole

1.07M

Shared

86.49K

None

83.43K

AMPHENOL CORP NEW

SOLE

CL A

Shares8.33M

TypeSH

Market value$634.32M

2.12%

Sole

7.22M

Shared

565.25K

None

549.96K

LPL FINL HLDGS INC

SOLE

COM

Shares2.56M

TypeSH

Market value$552.59M

1.84%

Sole

2.22M

Shared

170.36K

None

164.38K

VISA INC

SOLE

COM CL A

Shares2.64M

TypeSH

Market value$547.62M

1.83%

Sole

2.28M

Shared

179.45K

None

174.60K

GALLAGHER ARTHUR J & CO

SOLE

COM

Shares2.69M

TypeSH

Market value$506.96M

1.69%

Sole

2.32M

Shared

186.78K

None

180.60K

STRYKER CORPORATION

SOLE

COM

Shares2.03M

TypeSH

Market value$496.07M

1.65%

Sole

1.75M

Shared

142.19K

None

141.14K

NOVO-NORDISK A S

SOLE

ADR

Shares3.58M

TypeSH

Market value$484.62M

1.62%

Sole

3.58M

Shared

0.00

None

3.74K

FERRARI N V

SOLE

COM

Shares1.84M

TypeSH

Market value$394.44M

1.32%

Sole

1.84M

Shared

0.00

None

4.80K

MSCI INC

SOLE

COM

Shares815.68K

TypeSH

Market value$379.43M

1.27%

Sole

701.29K

Shared

57.91K

None

56.48K

LAM RESEARCH CORP

SOLE

COM

Shares881.30K

TypeSH

Market value$370.41M

1.24%

Sole

758.96K

Shared

62.03K

None

60.31K

MICROSOFT CORP

SOLE

COM

Shares1.52M

TypeSH

Market value$363.43M

1.21%

Sole

1.32M

Shared

101.60K

None

98.67K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
CANADIAN PAC RY LTDSOLE	COM	30.26M	SH	$2.26B 7.53%	29.59M	282.59K	393.32K
AON PLCSOLE	SHS CL A	5.10M	SH	$1.53B 5.11%	5.08M	0.00	23.54K
METTLER TOLEDO INTERNATIONALSOLE	COM	962.14K	SH	$1.39B 4.64%	916.77K	21.41K	23.96K
ACCENTURE PLC IRELANDSOLE	SHS CLASS A	4.96M	SH	$1.32B 4.41%	4.93M	0.00	22.93K
ICICI BANK LIMITEDSOLE	ADR	58.36M	SH	$1.28B 4.26%	56.90M	369.76K	1.09M
ATLASSIAN CORPORATIONSOLE	CL A	9.50M	SH	$1.22B 4.08%	9.17M	152.20K	180.84K
WASTE CONNECTIONS INCSOLE	COM	9.03M	SH	$1.20B 4.00%	8.52M	246.66K	264.21K
ASML HOLDING N VSOLE	N Y REGISTRY SHS	2.11M	SH	$1.15B 3.85%	2.10M	0.00	9.13K
ICON PLCSOLE	SHS	5.89M	SH	$1.14B 3.81%	5.86M	0.00	26.77K
EPAM SYS INCSOLE	COM	3.41M	SH	$1.12B 3.73%	3.39M	0.00	19.60K
STERIS PLCSOLE	SHS USD	5.56M	SH	$1.03B 3.43%	5.54M	0.00	25.48K
LULULEMON ATHLETICA INCSOLE	COM	2.54M	SH	$814.47M 2.72%	2.53M	0.00	11.55K
RESMED INCSOLE	COM	3.83M	SH	$797.69M 2.66%	3.82M	0.00	16.86K
THERMO FISHER SCIENTIFIC INCSOLE	COM	1.29M	SH	$709.03M 2.37%	1.11M	89.38K	87.18K
UNITEDHEALTH GROUP INCSOLE	COM	1.24M	SH	$659.54M 2.20%	1.07M	86.49K	83.43K
AMPHENOL CORP NEWSOLE	CL A	8.33M	SH	$634.32M 2.12%	7.22M	565.25K	549.96K
LPL FINL HLDGS INCSOLE	COM	2.56M	SH	$552.59M 1.84%	2.22M	170.36K	164.38K
VISA INCSOLE	COM CL A	2.64M	SH	$547.62M 1.83%	2.28M	179.45K	174.60K
GALLAGHER ARTHUR J & COSOLE	COM	2.69M	SH	$506.96M 1.69%	2.32M	186.78K	180.60K
STRYKER CORPORATIONSOLE	COM	2.03M	SH	$496.07M 1.65%	1.75M	142.19K	141.14K
NOVO-NORDISK A SSOLE	ADR	3.58M	SH	$484.62M 1.62%	3.58M	0.00	3.74K
FERRARI N VSOLE	COM	1.84M	SH	$394.44M 1.32%	1.84M	0.00	4.80K
MSCI INCSOLE	COM	815.68K	SH	$379.43M 1.27%	701.29K	57.91K	56.48K
LAM RESEARCH CORPSOLE	COM	881.30K	SH	$370.41M 1.24%	758.96K	62.03K	60.31K
MICROSOFT CORPSOLE	COM	1.52M	SH	$363.43M 1.21%	1.32M	101.60K	98.67K

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