Wcm Investment Management, LLC

CIK Number: 0001061186

38.91B
Market Value
284
# of Holdings
10 months
Avg. Holding Period
31.29%
Win Rate
18.38%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 SE Sea Limited
158.83
+2.88% 25.66M +22.78% 2.76B 81.55 6.49%
2 APP AppLovin Corpor...
370.93
+1.77% 6.93M -35.98% 2.32B 78.75 5.46%
3 TSM Taiwan Semicond...
215.33
+2.00% 9.67M -0.65% 1.94B 172.34 4.56%
4 SPOT Spotify Technol...
716.07
+0.73% 3.79M -2.18% 1.71B 322.39 4.03%
5 CP Canadian Pacifi...
81.64
+1.51% 22.6M -6.5% 1.63B 79.63 3.82%
6 IBN ICICI Bank Limi...
33.26
+0.53% 53.69M -14.78% 1.62B 21.84 3.80%
7 LIN Linde plc
465.93
-0.01% 3.33M -2.76% 1.39B 355.78 3.27%
8 ICLR ICON Public Lim...
146.97
+0.90% 6.33M -4.8% 1.33B 188.1 3.12%
9 AMZN Amazon.com, Inc...
216.06
+1.87% 5.82M -0.96% 1.29B 129.44 3.03%
10 ACGL Arch Capital Gr...
91.04
+0.05% 13.43M -3.64% 1.23B 69.94 2.90%
11 CPNG Coupang, Inc.
28.34
+0.85% 49.61M -3.97% 1.1B 18.75 2.59%
12 WCN Waste Connectio...
186.99
-1.93% 6.37M -17.25% 1.09B 132.13 2.56%
13 ASML ASML Holding N....
773.75
+1.68% 1.56M -3.05% 1.08B 209.9 2.55%
14 TEAM Atlassian Corpo...
200.42
+1.83% 4.32M -3.29% 1.07B 131.62 2.51%
15 MNDY monday.com Ltd.
289.67
+3.47% 4.06M -3.15% 955.66M 225.44 2.25%
16 STE STERIS plc
240.88
-0.19% 4.5M -3.92% 922.28M 143.93 2.17%
17 GE General Electri...
236.08
-0.22% 5.45M -1.75% 915.47M 113.14 2.15%
18 MELI MercadoLibre, I...
2452.77
+3.41% 499.4K -6.46% 859.88M 1391.94 2.02%
19 NVDA NVIDIA Corporat...
144.56
+1.82% 6.09M -0.45% 836.81M 42.96 1.97%
20 NU Nu Holdings Ltd...
12.37
+3.91% 78.15M -21.87% 832.31M 11.55 1.96%
21 MSFT Microsoft Corpo...
478.44
+0.73% 1.91M -0.57% 810.88M 308.11 1.91%
22 AON Aon plc
349.64
-0.95% 2.05M -41.31% 732.33M 234.18 1.72%
23 GEV GE Vernova Inc.
487.65
+1.92% 2.07M -19.22% 683.02M 207.21 1.61%
24 GDDY GoDaddy Inc.
177.79
+1.17% 3.4M +7.08K% 678.94M 195.71 1.60%
25 ANET Arista Networks...
95.01
+2.88% 6.05M +100.00% 674.63M 110.53 1.59%
26 V Visa Inc.
355.07
+0.63% 2.12M -0.61% 667M 162.38 1.57%
27 AJG Arthur J. Galla...
315.92
-0.23% 2.33M -0.59% 662.51M 173.72 1.56%
28 ISRG Intuitive Surgi...
518.65
+1.26% 1.19M -1.22% 625.32M 337.93 1.47%
29 DDOG Datadog, Inc.
121.86
+1.17% 4.29M -1.61% 618.77M 87.02 1.46%
30 MCK McKesson Corpor...
719.35
-1.22% 1.08M -1.41% 617.57M 361.25 1.45%
31 UNH UnitedHealth Gr...
307.61
-1.89% 1.21M +0.55% 615.06M 511.69 1.45%
32 ILMN Illumina, Inc.
90.09
+3.64% 4.13M +26.60% 551.62M 130.33 1.30%
33 LPLA LPL Financial H...
379.44
+1.43% 1.64M -0.49% 536.78M 198.14 1.26%
34 RGA Reinsurance Gro...
197.98
+0.53% 2.48M +1.35% 526.91M 216.85 1.24%
35 ENTG Entegris, Inc.
78.11
+3.68% 4.78M -5.37% 476.22M 113.49 1.12%
36 VRTX Vertex Pharmace...
450.66
-1.05% 1.09M +100.00% 435.9M 402.7 1.03%
37 FRPT Freshpet, Inc.
72.33
-2.61% 2.88M +3.99% 430.81M 136.33 1.01%
38 CTVA Corteva, Inc.
74.07
+2.26% 6.88M -0.61% 389.1M 55.81 0.92%
39 BAH Booz Allen Hami...
102.09
-1.17% 2.7M -34.2% 347.13M 101.03 0.82%
40 NVO Novo Nordisk A/...
76.93
-3.63% 4.03M +1.01% 345.59M 56.19 0.81%
41 RACE Ferrari N.V.
464.69
+0.27% 790.61K -14.53% 337.41M 183.97 0.79%
42 SAP SAP SE
296.30
+1.00% 1.17M +100.00% 290.02M 246.21 0.68%
43 AZN AstraZeneca PLC
73.48
-1.26% 3.73M -5.28% 244.61M 61.25 0.58%
44 CLS Celestica Inc.
127.95
+2.09% 1.84M -16.97% 172.24M 57.79 0.41%
45 UBS UBS Group AG
32.01
+0.08% 5.19M -0.16% 158.98M 30.72 0.37%
46 FERG Ferguson plc
213.11
+0.12% 805.53K -0.1% 139.82M 198.57 0.33%
47 CNQ Canadian Natura...
33.29
-1.45% 4.34M -1.45% 131.39M 32.8 0.31%
48 EFA iShares MSCI EA...
88.06
-1.31% 1.15M +5.14K% 87.03M 75.73 0.20%
49 ADUS Addus HomeCare ...
114.29
+1.32% 471.62K -5.35% 59.56M 83.85 0.14%
50 BAP Credicorp Ltd.
218.55
+0.58% 293.84K -6.75% 52.94M 150.54 0.12%
51 GRAB Grab Holdings L...
4.71
+3.17% 10.91M -4.14% 51.91M 3.24 0.12%
52 TTEK Tetra Tech, Inc...
35.94
-0.33% 1.24M -13.64% 49.19M 28.11 0.12%
53 VRRM Verra Mobility ...
24.18
+0.98% 1.96M -4.61% 47.24M 13.65 0.11%
54 ESI Element Solutio...
21.54
+2.52% 1.79M -3.55% 45.7M 20.43 0.11%
55 TCOM Trip.com Group ...
60.48
+0.83% 641.3K +3.21% 44M 48.23 0.10%
56 ICUI ICU Medical, In...
133.08
+0.79% 253.68K -2.24% 39.12M 165.67 0.09%
57 GLOB Globant S.A.
95.67
+1.73% 162.74K -43.24% 35.37M 186.36 0.08%
58 ENSG The Ensign Grou...
152.53
+0.85% 261.57K -3.53% 34.73M 93.9 0.08%
59 BZ Kanzhun Limited
18.36
+3.99% 2.34M -25.78% 32.11M 17.96 0.08%
60 CWK Cushman & Wakef...
10.59
+1.68% 2.44M -3.81% 31.74M 15.29 0.07%
61 PLUS ePlus inc.
69.30
+0.52% 433.15K -9.71% 31.69M 42.85 0.07%
62 HLMN Hillman Solutio...
6.88
+0.22% 3.18M -2.83% 30.84M 8.15 0.07%
63 WH Wyndham Hotels ...
79.76
+0.80% 305.59K -5.2% 30.75M 63.3 0.07%
64 HAYW Hayward Holding...
13.77
+0.81% 1.98M -3.17% 30.2M 12.41 0.07%
65 DORM Dorman Products...
124.47
-0.06% 213.74K -29.37% 28.05M 86.27 0.07%
66 FTAI FTAI Aviation L...
123.85
+0.06% 217.79K -32.34% 27.55M 105.18 0.06%
67 AS Amer Sports, In...
37.12
+2.41% 943.83K -29.04% 26.8M 13.22 0.06%
68 LSTR Landstar System...
138.97
+0.98% 155.37K -3.09% 26.8M 124.28 0.06%
69 AMN AMN Healthcare ...
21.90
+1.48% 1.11M +98.82% 26.37M 49.11 0.06%
70 AZEK The AZEK Compan...
52.97
-0.8% 522.31K -3.18% 25.06M 17.97 0.06%
71 BILL Bill.com Holdin...
41.98
+1.41% 288.24K -2.03% 24.65M 149.93 0.06%
72 IPAR Inter Parfums, ...
137.52
+1.07% 185.23K -4.36% 24.19M 73.98 0.06%
73 VRTS Virtus Investme...
174.74
+0.67% 108.93K -4.36% 24.03M 134.5 0.06%
74 MLNK MeridianLink, I...
16.32
+3.49% 1.12M -3.03% 23.28M 16.1 0.05%
75 CRS Carpenter Techn...
249.31
+0.24% 134.76K +13.57% 22.55M 160.79 0.05%
76 WTM White Mountains...
1762.75
-1.21% 11.65K +100.00% 22.48M 1945.06 0.05%
77 PLNT Planet Fitness,...
105.02
+2.34% 223.61K +100.00% 22.29M 98.87 0.05%
78 WAL Western Allianc...
72.07
+1.09% 265.52K -3.11% 22.19M 65.09 0.05%
79 PFGC Performance Foo...
87.46
+1.46% 261.55K -0.96% 22.02M 45.04 0.05%
80 FIVN Five9, Inc.
27.68
+3.88% 522.61K +35.89% 21.28M 72.37 0.05%
81 VIST Vista Energy, S...
51.95
-2.07% 390.45K +100.00% 21.12M 54.11 0.05%
82 BOOT Boot Barn Holdi...
163.94
+4.24% 136.34K -2% 20.9M 58.1 0.05%
83 LRN Stride, Inc.
143.54
+0.20% 197.71K +100.00% 20.85M 103.93 0.05%
84 CWST Casella Waste S...
116.06
-1.45% 196.69K -1.78% 20.73M 87.69 0.05%
85 RMBS Rambus Inc.
60.34
+3.86% 386.53K +9.68% 20.72M 59.64 0.05%
86 PRI Primerica, Inc.
260.20
+0.73% 76.12K -1.27% 20.53M 131.75 0.05%
87 ASH Ashland Inc.
50.16
+1.15% 285.49K -3.95% 20.25M 85.63 0.05%
88 AIT Applied Industr...
229.51
+1.71% 84.15K -28.77% 20.08M 145.48 0.05%
89 EVR Evercore Inc.
247.87
+3.23% 70.8K -25.76% 19.68M 122.22 0.05%
90 SAIA Saia, Inc.
265.53
+1.81% 42.27K +38.99% 19.42M 349.95 0.05%
91 YETI YETI Holdings, ...
30.48
+1.62% 492.93K -3.13% 19.05M 41.22 0.04%
92 WEX WEX Inc.
143.50
+4.25% 111.13K -1.85% 18.97M 173.03 0.04%
93 DCGO DocGo Inc.
1.53
+5.86% 4.31M +64.22% 18.64M 5.53 0.04%
94 CHDN Churchill Downs...
97.38
+1.61% 138.84K +22.17% 18.63M 134.91 0.04%
95 MRCY Mercury Systems...
49.56
-6.46% 441.79K -1.85% 18.56M 53.71 0.04%
96 SPSC SPS Commerce, I...
134.51
-0.22% 100.8K -1.59% 18.49M 139.52 0.04%
97 VLRS Controladora Vu...
4.61
+3.02% 2.48M +13.31% 18.42M 7.93 0.04%
98 FN Fabrinet
257.51
+5.07% 85.27K +64.86% 18.31M 159.56 0.04%
99 LANC Lancaster Colon...
168.22
+0.49% 105.59K -5.31% 18.28M 137.61 0.04%
100 GO Grocery Outlet ...
12.94
-5.1% 1.21M -4.1% 18.24M 25.79 0.04%
101 SKWD Skyward Special...
59.16
+0.95% 361.39K +100.00% 18.08M 50.54 0.04%
102 STRL Sterling Infras...
209.48
+3.20% 105.75K +100.00% 18.02M 168.45 0.04%
103 RH RH
189.75
+0.33% 45.71K +100.00% 18.01M 393.59 0.04%
104 VRNS Varonis Systems...
49.36
+0.69% 405.32K +30.84% 17.8M 53.66 0.04%
105 AVNT Avient Corporat...
34.91
+1.79% 441.24K -1.84% 17.7M 41.57 0.04%
106 FIX Comfort Systems...
499.53
+1.38% 40.95K -58.87% 17.58M 308.29 0.04%
107 FWRG First Watch Res...
15.60
+3.83% 947.24K +44.16% 17.55M 23.21 0.04%
108 OLLI Ollie's Bargain...
120.80
+5.52% 157.15K -21.59% 17.37M 55.98 0.04%
109 CHEF The Chefs' Ware...
63.23
+2.86% 354.33K +92.85% 17.36M 45.53 0.04%
110 SITE SiteOne Landsca...
119.42
+0.55% 131.32K +593.62% 17.24M 131.34 0.04%
111 RRX Regal Rexnord C...
141.99
+3.12% 110.3K -1.49% 16.94M 151.34 0.04%
112 SN SharkNinja, Inc...
87.31
+6.30% 174.43K -22.55% 16.7M 108.71 0.04%
113 ACIW ACI Worldwide, ...
45.57
+1.11% 323.87K -26.08% 16.68M 29.74 0.04%
114 CRMT America's Car-M...
49.91
+1.50% 324.09K +39.19% 16.58M 73.16 0.04%
115 KWR Quaker Chemical...
116.16
+1.05% 117.23K +116.49% 16.42M 153.57 0.04%
116 TXRH Texas Roadhouse...
192.75
+5.74% 90.98K -1.45% 16.39M 89.89 0.04%
117 KNX Knight-Swift Tr...
43.30
+1.33% 309.22K +100.00% 16.26M 53.04 0.04%
118 GTLS Chart Industrie...
146.16
+1.36% 85.2K +100.00% 16.24M 190.84 0.04%
119 IAC IAC InterActive...
37.91
+6.04% 373.55K -1.58% 15.96M 52.83 0.04%
120 IBP Installed Build...
166.93
+1.13% 91.42K +49.74% 15.95M 222.68 0.04%
121 EGP EastGroup Prope...
170.29
-0.41% 96.5K -0.79% 15.55M 171.64 0.04%
122 POWI Power Integrati...
56.70
+2.85% 246.01K -2.45% 15.2M 72.15 0.04%
123 SMTC Semtech Corpora...
40.87
+4.42% 246.02K +100.00% 15.18M 61.85 0.04%
124 NOVT Novanta Inc.
124.14
+1.59% 99.18K +100.00% 15.1M 152.77 0.04%
125 GKOS Glaukos Corpora...
100.50
+2.97% 97.6K -1.56% 14.59M 121.45 0.03%
126 POWL Powell Industri...
195.05
+3.83% 62.81K +100.00% 14.26M 221.65 0.03%
127 AMWD American Woodma...
51.96
-1.8% 178.09K -4.78% 14.24M 64.57 0.03%
128 RDNT RadNet, Inc.
57.40
+3.59% 198.68K +100.00% 14.11M 69.84 0.03%
129 RGEN Repligen Corpor...
126.08
-1.13% 97.09K -2.09% 13.96M 223.02 0.03%
130 INTR Inter & Co, Inc...
7.50
+6.23% 3.3M +29.01% 13.84M 5.44 0.03%
131 META Meta Platforms,...
701.33
+2.70% 23.4K +25.74% 13.83M 527.42 0.03%
132 HALO Halozyme Therap...
53.85
-0.23% 284.62K -5.14% 13.66M 38.19 0.03%
133 PEN Penumbra, Inc.
261.37
+1.90% 56.47K +100.00% 13.45M 237.48 0.03%
134 GB Global Blue Gro...
7.45
-0.2% 1.99M +3.00% 13.44M 10.29 0.03%
135 IT Gartner, Inc.
408.75
+0.93% 26.77K +25.82% 12.99M 418.37 0.03%
136 LLY Eli Lilly and C...
807.13
-1.49% 16.7K +25.98% 12.93M 776.41 0.03%
137 KVYO Klaviyo, Inc.
34.55
+3.55% 305.4K +100.00% 12.78M 41.24 0.03%
138 WNS WNS (Holdings) ...
59.43
-0.44% 270.32K -0.81% 12.68M 51.14 0.03%
139 CDRE Cadre Holdings,...
34.49
+0.26% 387.29K +100.00% 12.42M 32.3 0.03%
140 ICFI ICF Internation...
85.94
-1.31% 104.88K +100.00% 12.39M 119.21 0.03%
141 CGNX Cognex Corporat...
30.48
+1.11% 343.85K -2.36% 12.26M 42.28 0.03%
142 S SentinelOne, In...
17.58
+1.91% 543.42K -1.92% 12.21M 23.92 0.03%
143 IRTC iRhythm Technol...
144.35
+0.35% 138.2K -2.08% 12.01M 99.87 0.03%
144 UNF UniFirst Corpor...
185.19
+0.40% 68.22K -38.35% 11.66M 181.85 0.03%
145 LNTH Lantheus Holdin...
77.64
-0.24% 127.58K -0.39% 11.37M 87.9 0.03%
146 SSD Simpson Manufac...
155.76
+0.04% 68.06K -2.87% 11.26M 191.27 0.03%
147 CRDO Credo Technolog...
78.97
+7.46% 153.52K +100.00% 10.69M 67.21 0.03%
148 NSIT Insight Enterpr...
131.62
+0.44% 70.86K +100.00% 10.64M 152.1 0.03%
149 SGRY Surgery Partner...
23.08
+1.50% 512.06K -1.92% 10.53M 30.41 0.02%
150 CVLT Commvault Syste...
187.12
+1.35% 68.14K +100.00% 10.3M 150.91 0.02%