WCM INVESTMENT MANAGEMENT, LLC

Filed: 1/29/2024ACC: 0001062993-24-001491

📋 What this filing means

WCM INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 250 equity positions with a total reported market value of $36.16B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

250

Positions

$36.16B

Total AUM (reported)

303.70M

Total Shares

Allocation by class

COM$16.83B46.6%

CL A$4.10B11.3%

SHS$3.92B10.9%

ADR$2.01B5.6%

N Y REGISTRY SHS$1.35B3.7%

SHS CL A$1.28B3.6%

COM NEW$1.11B3.1%

Portfolio Concentration

Top 3$7.07B19.6%

4–10$10.00B27.7%

11–25$10.54B29.1%

Rest$8.55B23.6%

Top 3 weight

19.6%

Top 10 weight

47.2%

Voting Authority Distribution

Total shares with voting rights: 303.70M

Sole

Full voting authority

287.23M

% of voting shares94.6%

Shared

Joint voting authority

2.17M

% of voting shares0.7%

None

No voting authority

14.30M

% of voting shares4.7%

Investment Discretion (by position count)

Sole250

Shared0

Other0

Dominant voting typeSole · 94.6% of voting shares

Institutional Holdings250

Rows:

CANADIAN PACIFIC KANSAS CITY

SOLE

COM

Shares35.11M

TypeSH

Market value$2.78B

7.70%

Sole

33.98M

Shared

183.29K

None

948.77K

ATLASSIAN CORPORATION

SOLE

CL A

Shares9.64M

TypeSH

Market value$2.33B

6.43%

Sole

9.33M

Shared

49.32K

None

256.73K

ICON PLC

SOLE

SHS

Shares6.87M

TypeSH

Market value$1.96B

5.43%

Sole

6.84M

Shared

0.00

None

33.27K

MERCADOLIBRE INC

SOLE

COM

Shares1.16M

TypeSH

Market value$1.84B

5.09%

Sole

1.16M

Shared

0.00

None

5.67K

ICICI BANK LIMITED

SOLE

ADR

Shares65.07M

TypeSH

Market value$1.58B

4.36%

Sole

62.32M

Shared

463.57K

None

2.28M

LINDE PLC

SOLE

SHS

Shares3.55M

TypeSH

Market value$1.46B

4.03%

Sole

3.38M

Shared

30.03K

None

144.34K

WASTE CONNECTIONS INC

SOLE

COM

Shares9.53M

TypeSH

Market value$1.42B

3.92%

Sole

9.07M

Shared

79.39K

None

384.39K

ASML HOLDING N V

SOLE

N Y REGISTRY SHS

Shares1.78M

TypeSH

Market value$1.35B

3.73%

Sole

1.77M

Shared

0.00

None

8.53K

AON PLC

SOLE

SHS CL A

Shares4.44M

TypeSH

Market value$1.28B

3.55%

Sole

4.42M

Shared

0.00

None

21.95K

ACCENTURE PLC IRELAND

SOLE

SHS CLASS A

Shares3.07M

TypeSH

Market value$1.08B

2.99%

Sole

3.06M

Shared

0.00

None

15.04K

STERIS PLC

SOLE

SHS USD

Shares4.85M

TypeSH

Market value$1.08B

2.97%

Sole

4.83M

Shared

0.00

None

23.77K

ARCH CAP GROUP LTD

SOLE

ORD

Shares14.48M

TypeSH

Market value$1.07B

2.97%

Sole

14.41M

Shared

0.00

None

70.49K

DATADOG INC

SOLE

CL A COM

Shares6.29M

TypeSH

Market value$775.53M

2.14%

Sole

5.53M

Shared

139.96K

None

621.89K

AMAZON COM INC

SOLE

COM

Shares4.93M

TypeSH

Market value$755.46M

2.09%

Sole

4.35M

Shared

106.31K

None

470.07K

EPAM SYS INC

SOLE

COM

Shares2.50M

TypeSH

Market value$747.69M

2.07%

Sole

2.48M

Shared

0.00

None

21.53K

MICROSOFT CORP

SOLE

COM

Shares1.96M

TypeSH

Market value$736.28M

2.04%

Sole

1.72M

Shared

44.12K

None

195.32K

ARISTA NETWORKS INC

SOLE

COM

Shares3.02M

TypeSH

Market value$716.65M

1.98%

Sole

2.65M

Shared

68.24K

None

302.72K

VISA INC

SOLE

COM CL A

Shares2.52M

TypeSH

Market value$656.00M

1.81%

Sole

2.21M

Shared

57.75K

None

256.18K

UNITEDHEALTH GROUP INC

SOLE

COM

Shares1.20M

TypeSH

Market value$632.07M

1.75%

Sole

1.05M

Shared

27.82K

None

123.45K

ENTEGRIS INC

SOLE

COM

Shares5.17M

TypeSH

Market value$628.18M

1.74%

Sole

4.55M

Shared

114.26K

None

504.23K

GALLAGHER ARTHUR J & CO

SOLE

COM

Shares2.61M

TypeSH

Market value$583.25M

1.61%

Sole

2.28M

Shared

60.11K

None

266.64K

INTUITIVE SURGICAL INC

SOLE

COM NEW

Shares1.70M

TypeSH

Market value$575.54M

1.59%

Sole

1.48M

Shared

39.96K

None

177.63K

BOOZ ALLEN HAMILTON HLDG COR

SOLE

CL A

Shares4.23M

TypeSH

Market value$537.78M

1.49%

Sole

3.71M

Shared

95.89K

None

425.12K

THERMO FISHER SCIENTIFIC INC

SOLE

COM

Shares989.84K

TypeSH

Market value$527.52M

1.46%

Sole

864.88K

Shared

22.98K

None

101.98K

GENERAL ELECTRIC CO

SOLE

COM NEW

Shares4.06M

TypeSH

Market value$520.49M

1.44%

Sole

3.50M

Shared

103.46K

None

449.20K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
CANADIAN PACIFIC KANSAS CITYSOLE	COM	35.11M	SH	$2.78B 7.70%	33.98M	183.29K	948.77K
ATLASSIAN CORPORATIONSOLE	CL A	9.64M	SH	$2.33B 6.43%	9.33M	49.32K	256.73K
ICON PLCSOLE	SHS	6.87M	SH	$1.96B 5.43%	6.84M	0.00	33.27K
MERCADOLIBRE INCSOLE	COM	1.16M	SH	$1.84B 5.09%	1.16M	0.00	5.67K
ICICI BANK LIMITEDSOLE	ADR	65.07M	SH	$1.58B 4.36%	62.32M	463.57K	2.28M
LINDE PLCSOLE	SHS	3.55M	SH	$1.46B 4.03%	3.38M	30.03K	144.34K
WASTE CONNECTIONS INCSOLE	COM	9.53M	SH	$1.42B 3.92%	9.07M	79.39K	384.39K
ASML HOLDING N VSOLE	N Y REGISTRY SHS	1.78M	SH	$1.35B 3.73%	1.77M	0.00	8.53K
AON PLCSOLE	SHS CL A	4.44M	SH	$1.28B 3.55%	4.42M	0.00	21.95K
ACCENTURE PLC IRELANDSOLE	SHS CLASS A	3.07M	SH	$1.08B 2.99%	3.06M	0.00	15.04K
STERIS PLCSOLE	SHS USD	4.85M	SH	$1.08B 2.97%	4.83M	0.00	23.77K
ARCH CAP GROUP LTDSOLE	ORD	14.48M	SH	$1.07B 2.97%	14.41M	0.00	70.49K
DATADOG INCSOLE	CL A COM	6.29M	SH	$775.53M 2.14%	5.53M	139.96K	621.89K
AMAZON COM INCSOLE	COM	4.93M	SH	$755.46M 2.09%	4.35M	106.31K	470.07K
EPAM SYS INCSOLE	COM	2.50M	SH	$747.69M 2.07%	2.48M	0.00	21.53K
MICROSOFT CORPSOLE	COM	1.96M	SH	$736.28M 2.04%	1.72M	44.12K	195.32K
ARISTA NETWORKS INCSOLE	COM	3.02M	SH	$716.65M 1.98%	2.65M	68.24K	302.72K
VISA INCSOLE	COM CL A	2.52M	SH	$656.00M 1.81%	2.21M	57.75K	256.18K
UNITEDHEALTH GROUP INCSOLE	COM	1.20M	SH	$632.07M 1.75%	1.05M	27.82K	123.45K
ENTEGRIS INCSOLE	COM	5.17M	SH	$628.18M 1.74%	4.55M	114.26K	504.23K
GALLAGHER ARTHUR J & COSOLE	COM	2.61M	SH	$583.25M 1.61%	2.28M	60.11K	266.64K
INTUITIVE SURGICAL INCSOLE	COM NEW	1.70M	SH	$575.54M 1.59%	1.48M	39.96K	177.63K
BOOZ ALLEN HAMILTON HLDG CORSOLE	CL A	4.23M	SH	$537.78M 1.49%	3.71M	95.89K	425.12K
THERMO FISHER SCIENTIFIC INCSOLE	COM	989.84K	SH	$527.52M 1.46%	864.88K	22.98K	101.98K
GENERAL ELECTRIC COSOLE	COM NEW	4.06M	SH	$520.49M 1.44%	3.50M	103.46K	449.20K

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