WCM INVESTMENT MANAGEMENT, LLC

Filed: 7/14/2023ACC: 0001062993-23-014896

📋 What this filing means

WCM INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 218 equity positions with a total reported market value of $33.48B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

218

Positions

$33.48B

Total AUM (reported)

293.46M

Total Shares

Allocation by class

COM$16.04B47.9%

CL A$3.30B9.9%

SHS$3.29B9.8%

ADR$2.21B6.6%

SHS CL A$1.74B5.2%

N Y REGISTRY SHS$1.48B4.4%

SHS USD$1.24B3.7%

Portfolio Concentration

Top 3$5.91B17.7%

4–10$9.73B29.1%

11–25$9.87B29.5%

Rest$7.97B23.8%

Top 3 weight

17.7%

Top 10 weight

46.7%

Voting Authority Distribution

Total shares with voting rights: 293.46M

Sole

Full voting authority

281.22M

% of voting shares95.8%

Shared

Joint voting authority

2.31M

% of voting shares0.8%

None

No voting authority

9.93M

% of voting shares3.4%

Investment Discretion (by position count)

Sole218

Shared0

Other0

Dominant voting typeSole · 95.8% of voting shares

Institutional Holdings218

Rows:

CANADIAN PACIFIC KANSAS CITY

SOLE

COM

Shares31.28M

TypeSH

Market value$2.53B

7.55%

Sole

30.62M

Shared

152.87K

None

513.43K

AON PLC

SOLE

SHS CL A

Shares5.03M

TypeSH

Market value$1.74B

5.19%

Sole

5.01M

Shared

0.00

None

23.09K

ICICI BANK LIMITED

SOLE

ADR

Shares71.34M

TypeSH

Market value$1.65B

4.92%

Sole

69.21M

Shared

524.27K

None

1.60M

ATLASSIAN CORPORATION

SOLE

CL A

Shares9.50M

TypeSH

Market value$1.59B

4.75%

Sole

9.27M

Shared

55.78K

None

180.62K

ASML HOLDING N V

SOLE

N Y REGISTRY SHS

Shares2.05M

TypeSH

Market value$1.48B

4.43%

Sole

2.04M

Shared

0.00

None

9.07K

ICON PLC

SOLE

SHS

Shares5.83M

TypeSH

Market value$1.47B

4.38%

Sole

5.80M

Shared

0.00

None

26.50K

LINDE PLC

SOLE

SHS

Shares3.74M

TypeSH

Market value$1.43B

4.26%

Sole

3.60M

Shared

33.96K

None

100.38K

WASTE CONNECTIONS INC

SOLE

COM

Shares9.06M

TypeSH

Market value$1.29B

3.86%

Sole

8.71M

Shared

89.78K

None

262.80K

STERIS PLC

SOLE

SHS USD

Shares5.49M

TypeSH

Market value$1.24B

3.70%

Sole

5.47M

Shared

0.00

None

25.20K

METTLER TOLEDO INTERNATIONAL

SOLE

COM

Shares928.10K

TypeSH

Market value$1.23B

3.67%

Sole

896.93K

Shared

7.80K

None

23.37K

ARCH CAP GROUP LTD

SOLE

ORD

Shares13.75M

TypeSH

Market value$1.04B

3.10%

Sole

13.69M

Shared

0.00

None

63.19K

ACCENTURE PLC IRELAND

SOLE

SHS CLASS A

Shares3.23M

TypeSH

Market value$999.61M

2.99%

Sole

3.21M

Shared

0.00

None

14.66K

RESMED INC

SOLE

COM

Shares3.50M

TypeSH

Market value$768.72M

2.30%

Sole

3.49M

Shared

0.00

None

16.23K

MICROSOFT CORP

SOLE

COM

Shares1.92M

TypeSH

Market value$653.53M

1.95%

Sole

1.74M

Shared

49.89K

None

129.71K

EPAM SYS INC

SOLE

COM

Shares2.90M

TypeSH

Market value$652.57M

1.95%

Sole

2.87M

Shared

0.00

None

20.95K

AMAZON COM INC

SOLE

COM

Shares4.83M

TypeSH

Market value$629.37M

1.88%

Sole

4.40M

Shared

120.20K

None

311.81K

DATADOG INC

SOLE

CL A COM

Shares6.20M

TypeSH

Market value$610.37M

1.82%

Sole

5.63M

Shared

158.26K

None

411.37K

STRYKER CORPORATION

SOLE

COM

Shares1.92M

TypeSH

Market value$587.23M

1.75%

Sole

1.73M

Shared

51.74K

None

135.40K

VISA INC

SOLE

COM CL A

Shares2.46M

TypeSH

Market value$585.62M

1.75%

Sole

2.23M

Shared

65.31K

None

170.89K

UNITEDHEALTH GROUP INC

SOLE

COM

Shares1.18M

TypeSH

Market value$568.41M

1.70%

Sole

1.07M

Shared

31.46K

None

82.34K

ENTEGRIS INC

SOLE

COM

Shares5.10M

TypeSH

Market value$568.06M

1.70%

Sole

4.63M

Shared

129.21K

None

335.40K

GALLAGHER ARTHUR J & CO

SOLE

COM

Shares2.55M

TypeSH

Market value$560.76M

1.68%

Sole

2.31M

Shared

67.99K

None

177.88K

NOVO-NORDISK A S

SOLE

ADR

Shares3.47M

TypeSH

Market value$560.37M

1.67%

Sole

3.46M

Shared

0.00

None

4.08K

FERRARI N V

SOLE

COM

Shares1.70M

TypeSH

Market value$553.66M

1.65%

Sole

1.69M

Shared

0.00

None

4.62K

LPL FINL HLDGS INC

SOLE

COM

Shares2.45M

TypeSH

Market value$532.16M

1.59%

Sole

2.22M

Shared

62.01K

None

162.24K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
CANADIAN PACIFIC KANSAS CITYSOLE	COM	31.28M	SH	$2.53B 7.55%	30.62M	152.87K	513.43K
AON PLCSOLE	SHS CL A	5.03M	SH	$1.74B 5.19%	5.01M	0.00	23.09K
ICICI BANK LIMITEDSOLE	ADR	71.34M	SH	$1.65B 4.92%	69.21M	524.27K	1.60M
ATLASSIAN CORPORATIONSOLE	CL A	9.50M	SH	$1.59B 4.75%	9.27M	55.78K	180.62K
ASML HOLDING N VSOLE	N Y REGISTRY SHS	2.05M	SH	$1.48B 4.43%	2.04M	0.00	9.07K
ICON PLCSOLE	SHS	5.83M	SH	$1.47B 4.38%	5.80M	0.00	26.50K
LINDE PLCSOLE	SHS	3.74M	SH	$1.43B 4.26%	3.60M	33.96K	100.38K
WASTE CONNECTIONS INCSOLE	COM	9.06M	SH	$1.29B 3.86%	8.71M	89.78K	262.80K
STERIS PLCSOLE	SHS USD	5.49M	SH	$1.24B 3.70%	5.47M	0.00	25.20K
METTLER TOLEDO INTERNATIONALSOLE	COM	928.10K	SH	$1.23B 3.67%	896.93K	7.80K	23.37K
ARCH CAP GROUP LTDSOLE	ORD	13.75M	SH	$1.04B 3.10%	13.69M	0.00	63.19K
ACCENTURE PLC IRELANDSOLE	SHS CLASS A	3.23M	SH	$999.61M 2.99%	3.21M	0.00	14.66K
RESMED INCSOLE	COM	3.50M	SH	$768.72M 2.30%	3.49M	0.00	16.23K
MICROSOFT CORPSOLE	COM	1.92M	SH	$653.53M 1.95%	1.74M	49.89K	129.71K
EPAM SYS INCSOLE	COM	2.90M	SH	$652.57M 1.95%	2.87M	0.00	20.95K
AMAZON COM INCSOLE	COM	4.83M	SH	$629.37M 1.88%	4.40M	120.20K	311.81K
DATADOG INCSOLE	CL A COM	6.20M	SH	$610.37M 1.82%	5.63M	158.26K	411.37K
STRYKER CORPORATIONSOLE	COM	1.92M	SH	$587.23M 1.75%	1.73M	51.74K	135.40K
VISA INCSOLE	COM CL A	2.46M	SH	$585.62M 1.75%	2.23M	65.31K	170.89K
UNITEDHEALTH GROUP INCSOLE	COM	1.18M	SH	$568.41M 1.70%	1.07M	31.46K	82.34K
ENTEGRIS INCSOLE	COM	5.10M	SH	$568.06M 1.70%	4.63M	129.21K	335.40K
GALLAGHER ARTHUR J & COSOLE	COM	2.55M	SH	$560.76M 1.68%	2.31M	67.99K	177.88K
NOVO-NORDISK A SSOLE	ADR	3.47M	SH	$560.37M 1.67%	3.46M	0.00	4.08K
FERRARI N VSOLE	COM	1.70M	SH	$553.66M 1.65%	1.69M	0.00	4.62K
LPL FINL HLDGS INCSOLE	COM	2.45M	SH	$532.16M 1.59%	2.22M	62.01K	162.24K

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