WCM INVESTMENT MANAGEMENT, LLC

Filed: 10/10/2023ACC: 0001062993-23-019172

📋 What this filing means

WCM INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 208 equity positions with a total reported market value of $34.06B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

208

Positions

$34.06B

Total AUM (reported)

305.57M

Total Shares

Allocation by class

COM$16.42B48.2%

SHS$3.70B10.9%

CL A$3.49B10.2%

ADR$2.22B6.5%

SHS CL A$1.59B4.7%

ORD$1.28B3.7%

N Y REGISTRY SHS$1.19B3.5%

Portfolio Concentration

Top 3$6.61B19.4%

4–10$9.68B28.4%

11–25$10.00B29.4%

Rest$7.78B22.8%

Top 3 weight

19.4%

Top 10 weight

47.8%

Voting Authority Distribution

Total shares with voting rights: 305.57M

Sole

Full voting authority

292.93M

% of voting shares95.9%

Shared

Joint voting authority

2.30M

% of voting shares0.8%

None

No voting authority

10.34M

% of voting shares3.4%

Investment Discretion (by position count)

Sole208

Shared0

Other0

Dominant voting typeSole · 95.9% of voting shares

Institutional Holdings208

Rows:

CANADIAN PACIFIC KANSAS CITY

SOLE

COM

Shares38.10M

TypeSH

Market value$2.84B

8.32%

Sole

37.23M

Shared

198.39K

None

676.28K

ATLASSIAN CORPORATION

SOLE

CL A

Shares9.39M

TypeSH

Market value$1.90B

5.58%

Sole

9.16M

Shared

53.37K

None

180.12K

ICON PLC

SOLE

SHS

Shares7.59M

TypeSH

Market value$1.87B

5.49%

Sole

7.56M

Shared

0.00

None

34.18K

ICICI BANK LIMITED

SOLE

ADR

Shares70.43M

TypeSH

Market value$1.63B

4.78%

Sole

68.33M

Shared

501.74K

None

1.60M

AON PLC

SOLE

SHS CL A

Shares4.91M

TypeSH

Market value$1.59B

4.68%

Sole

4.89M

Shared

0.00

None

22.77K

LINDE PLC

SOLE

SHS

Shares3.82M

TypeSH

Market value$1.42B

4.17%

Sole

3.68M

Shared

32.50K

None

100.41K

WASTE CONNECTIONS INC

SOLE

COM

Shares10.22M

TypeSH

Market value$1.38B

4.05%

Sole

9.86M

Shared

85.91K

None

267.77K

ARCH CAP GROUP LTD

SOLE

ORD

Shares15.96M

TypeSH

Market value$1.28B

3.75%

Sole

15.88M

Shared

0.00

None

72.86K

ASML HOLDING N V

SOLE

N Y REGISTRY SHS

Shares2.02M

TypeSH

Market value$1.19B

3.49%

Sole

2.01M

Shared

0.00

None

8.92K

STERIS PLC

SOLE

SHS USD

Shares5.41M

TypeSH

Market value$1.19B

3.49%

Sole

5.39M

Shared

0.00

None

24.85K

ACCENTURE PLC IRELAND

SOLE

SHS CLASS A

Shares3.46M

TypeSH

Market value$1.06B

3.12%

Sole

3.45M

Shared

0.00

None

15.04K

METTLER TOLEDO INTERNATIONAL

SOLE

COM

Shares926.04K

TypeSH

Market value$1.03B

3.01%

Sole

895.27K

Shared

7.45K

None

23.32K

MERCADOLIBRE INC

SOLE

COM

Shares665.19K

TypeSH

Market value$842.51M

2.47%

Sole

662.22K

Shared

0.00

None

2.97K

EPAM SYS INC

SOLE

COM

Shares2.82M

TypeSH

Market value$722.30M

2.12%

Sole

2.80M

Shared

0.00

None

21.84K

AMAZON COM INC

SOLE

COM

Shares4.89M

TypeSH

Market value$621.52M

1.82%

Sole

4.47M

Shared

115.06K

None

311.81K

MICROSOFT CORP

SOLE

COM

Shares1.95M

TypeSH

Market value$616.05M

1.81%

Sole

1.77M

Shared

47.76K

None

129.71K

UNITEDHEALTH GROUP INC

SOLE

COM

Shares1.20M

TypeSH

Market value$605.23M

1.78%

Sole

1.09M

Shared

30.12K

None

82.34K

NOVO-NORDISK A S

SOLE

ADR

Shares6.53M

TypeSH

Market value$594.00M

1.74%

Sole

6.52M

Shared

0.00

None

6.92K

GALLAGHER ARTHUR J & CO

SOLE

COM

Shares2.60M

TypeSH

Market value$591.72M

1.74%

Sole

2.35M

Shared

65.06K

None

177.88K

LPL FINL HLDGS INC

SOLE

COM

Shares2.46M

TypeSH

Market value$583.91M

1.71%

Sole

2.24M

Shared

59.35K

None

162.24K

VISA INC

SOLE

COM CL A

Shares2.49M

TypeSH

Market value$573.76M

1.68%

Sole

2.26M

Shared

62.50K

None

170.89K

DATADOG INC

SOLE

CL A COM

Shares6.29M

TypeSH

Market value$573.17M

1.68%

Sole

5.73M

Shared

151.48K

None

411.37K

ARISTA NETWORKS INC

SOLE

COM

Shares3.01M

TypeSH

Market value$552.57M

1.62%

Sole

2.73M

Shared

73.85K

None

200.15K

STRYKER CORPORATION

SOLE

COM

Shares1.94M

TypeSH

Market value$531.85M

1.56%

Sole

1.76M

Shared

49.53K

None

135.40K

THERMO FISHER SCIENTIFIC INC

SOLE

COM

Shares986.91K

TypeSH

Market value$499.47M

1.47%

Sole

894.01K

Shared

24.87K

None

68.03K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
CANADIAN PACIFIC KANSAS CITYSOLE	COM	38.10M	SH	$2.84B 8.32%	37.23M	198.39K	676.28K
ATLASSIAN CORPORATIONSOLE	CL A	9.39M	SH	$1.90B 5.58%	9.16M	53.37K	180.12K
ICON PLCSOLE	SHS	7.59M	SH	$1.87B 5.49%	7.56M	0.00	34.18K
ICICI BANK LIMITEDSOLE	ADR	70.43M	SH	$1.63B 4.78%	68.33M	501.74K	1.60M
AON PLCSOLE	SHS CL A	4.91M	SH	$1.59B 4.68%	4.89M	0.00	22.77K
LINDE PLCSOLE	SHS	3.82M	SH	$1.42B 4.17%	3.68M	32.50K	100.41K
WASTE CONNECTIONS INCSOLE	COM	10.22M	SH	$1.38B 4.05%	9.86M	85.91K	267.77K
ARCH CAP GROUP LTDSOLE	ORD	15.96M	SH	$1.28B 3.75%	15.88M	0.00	72.86K
ASML HOLDING N VSOLE	N Y REGISTRY SHS	2.02M	SH	$1.19B 3.49%	2.01M	0.00	8.92K
STERIS PLCSOLE	SHS USD	5.41M	SH	$1.19B 3.49%	5.39M	0.00	24.85K
ACCENTURE PLC IRELANDSOLE	SHS CLASS A	3.46M	SH	$1.06B 3.12%	3.45M	0.00	15.04K
METTLER TOLEDO INTERNATIONALSOLE	COM	926.04K	SH	$1.03B 3.01%	895.27K	7.45K	23.32K
MERCADOLIBRE INCSOLE	COM	665.19K	SH	$842.51M 2.47%	662.22K	0.00	2.97K
EPAM SYS INCSOLE	COM	2.82M	SH	$722.30M 2.12%	2.80M	0.00	21.84K
AMAZON COM INCSOLE	COM	4.89M	SH	$621.52M 1.82%	4.47M	115.06K	311.81K
MICROSOFT CORPSOLE	COM	1.95M	SH	$616.05M 1.81%	1.77M	47.76K	129.71K
UNITEDHEALTH GROUP INCSOLE	COM	1.20M	SH	$605.23M 1.78%	1.09M	30.12K	82.34K
NOVO-NORDISK A SSOLE	ADR	6.53M	SH	$594.00M 1.74%	6.52M	0.00	6.92K
GALLAGHER ARTHUR J & COSOLE	COM	2.60M	SH	$591.72M 1.74%	2.35M	65.06K	177.88K
LPL FINL HLDGS INCSOLE	COM	2.46M	SH	$583.91M 1.71%	2.24M	59.35K	162.24K
VISA INCSOLE	COM CL A	2.49M	SH	$573.76M 1.68%	2.26M	62.50K	170.89K
DATADOG INCSOLE	CL A COM	6.29M	SH	$573.17M 1.68%	5.73M	151.48K	411.37K
ARISTA NETWORKS INCSOLE	COM	3.01M	SH	$552.57M 1.62%	2.73M	73.85K	200.15K
STRYKER CORPORATIONSOLE	COM	1.94M	SH	$531.85M 1.56%	1.76M	49.53K	135.40K
THERMO FISHER SCIENTIFIC INCSOLE	COM	986.91K	SH	$499.47M 1.47%	894.01K	24.87K	68.03K

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