Wcm Investment Management, LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-28
Total Holdings: 278
Total Value: 38905997059
Accession Number: 0001062993-25-008104
Form Type: 13F-HR
CIK: 0001061186
Manager Name: Wcm Investment Management, LLC

Data Enrichment

96% identified

268 identified10 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

278 positions • $38,905,997.059K total value

278 positions

Manager:

SEC FilingSEC DataHachi Filing

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Sea Ltd

SE|81141R100

25144668(-2.0%)

Value:

$3.3T(+19.1%)

Spotify Technology S.A.

SPOT|L8681T102

3378875(-10.8%)

Value:

$1.9T(+10.8%)

AppLovin Corp

APP|03831W108

6425507(-7.2%)

Value:

$1.8T(-24.7%)

ICICI BANK LTD

IBN|45104G104

53613361(-0.1%)

Value:

$1.7T(+4.0%)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

9734044(+0.6%)

Value:

$1.6T(-17.0%)

LINDE PLC

LIN|G54950103

3339761(+0.3%)

Value:

$1.5T(+10.3%)

ARCH CAPITAL GROUP LTD.

ACGL|G0450A105

13459738(+0.2%)

Value:

$1.3T(+3.7%)

Waste Connections, Inc.

WCN|94106B101

6383780(+0.3%)

Value:

$1.2T(+13.0%)

CANADIAN PACIFIC KANSAS CITY LTD/CN

CP.TO|13646K108

16955412(-25.0%)

Value:

$1.2T(-27.6%)

ICON PLC

ICLR|G4705A100

6389671(+0.9%)

Value:

$1.1T(-13.8%)

AMAZON COM INC

AMZN|023135106

5860266(+0.8%)

Value:

$1.1T(-12.3%)

Coupang, Inc.

CPNG|22266T109

49663297(+0.1%)

Value:

$1.1T(+0.7%)

ASML HOLDING NV

ASML|N07059210

1560421(+0.2%)

Value:

$1.1T(-2.9%)

MERCADOLIBRE INC

MELI|58733R102

500290(+0.2%)

Value:

$1.0T(+19.2%)

monday.com Ltd.

MNDY|M7S64H106

4078985(+0.4%)

Value:

$1.0T(+5.4%)

STERIS plc

STE|G8473T100

4504587(+0.2%)

Value:

$1.0T(+8.9%)

Aon plc

AON|G0403H108

2051816(+0.3%)

Value:

$809.5B(+10.5%)

Nu Holdings Ltd.

NU|G6683N103

76982469(-1.5%)

Value:

$796.8B(-4.3%)

Arthur J. Gallagher & Co.

AJG|363576109

2336591(+0.3%)

Value:

$796.2B(+20.2%)

Atlassian Corp

TEAM|049468101

3417713(-20.9%)

Value:

$745.0B(-30.2%)

Instrument	Shares		Other Manager	Value
Sea Ltd(SEcusip81141R100)	25.1M	QoQ -2.02% (-519.0K) YoY NEW(+25.1M)	All Managers (Combined)	$3.3B	QoQ +19.11% (-$527.3M) YoY NEW(+$3285.7M)
Spotify Technology S.A.(SPOTcusipL8681T102)	3.4M	QoQ -10.83% (-410.4K) YoY NEW(+3.4M)	All Managers (Combined)	$1.9B	QoQ +10.75% (-$184.1M) YoY NEW(+$1896.1M)
Applovin Corp(APPcusip03831W108)	6.4M	QoQ -7.24% (-502.1K) YoY -10.59% (-761.6K)	All Managers (Combined)	$1.8B	QoQ -24.67% (-$573.2M) YoY +251.80% (-$1252.7M)
Icici Bank Ltd(IBNcusip45104G104)	53.6M	QoQ -0.14% (-75.5K) YoY -16.33% (-10.5M)	All Managers (Combined)	$1.7B	QoQ +4.00% (-$64.7M) YoY -0.59% (-$10.0M)
Taiwan Semiconductor Manufacturing Co Ltd(TSMcusip874039100)	9.7M	QoQ +0.61% (-59.1K) YoY +56221.49% (+9.7M)	All Managers (Combined)	$1.6B	QoQ -17.03% (-$330.2M) YoY +68309.60% (+$1606.2M)
Linde Plc(LINcusipG54950103)	3.3M	QoQ +0.29% (+9.9K) YoY -4.30% (-150.2K)	All Managers (Combined)	$1.5B	QoQ +10.25% (+$142.6M) YoY -5.37% (-$87.1M)
Arch Capital Group Ltd.(ACGLcusipG0450A105)	13.5M	QoQ +0.24% (+33.5K) YoY -4.66% (-658.3K)	All Managers (Combined)	$1.3B	QoQ +3.70% (+$45.7M) YoY -1.96% (-$25.6M)
Waste Connections, Inc.(WCNcusip94106B101)	6.4M	QoQ +0.28% (+18.4K) YoY -32.08% (-3.0M)	All Managers (Combined)	$1.2B	QoQ +12.97% (+$141.4M) YoY -23.86% (-$385.8M)
Canadian Pacific Kansas City Ltd/Cn(CP.TOcusip13646K108)	17.0M	QoQ -24.97% (-5.6M) YoY -50.93% (-17.6M)	All Managers (Combined)	$1.2B	QoQ -27.62% (-$449.2M) YoY -61.36% (-$1869.7M)
Icon Plc(ICLRcusipG4705A100)	6.4M	QoQ +0.86% (-54.8K) YoY -4.88% (-328.1K)	All Managers (Combined)	$1.1B	QoQ -13.84% (-$183.8M) YoY -49.30% (-$1112.7M)
Amazon Com Inc(AMZNcusip023135106)	5.9M	QoQ +0.75% (-44.1K) YoY +19.22% (+944.9K)	All Managers (Combined)	$1.1B	QoQ -12.25% (-$157.7M) YoY +27.37% (+$242.8M)
Coupang, Inc.(CPNGcusip22266T109)	49.7M	QoQ +0.11% (+54.8K) YoY +10.54% (+4.7M)	All Managers (Combined)	$1.1B	QoQ +0.74% (+$8.2M) YoY +38.94% (+$311.2M)
Asml Holding Nv(ASMLcusipN07059210)	1.6M	QoQ +0.21% (-3.3K) YoY -10.02% (-173.9K)	All Managers (Combined)	$1.1B	QoQ -2.89% (-$31.4M) YoY -37.45% (-$630.5M)
Mercadolibre Inc(MELIcusip58733R102)	500.3K	QoQ +0.17% (+885) YoY -43.95% (-392.3K)	All Managers (Combined)	$1.0B	QoQ +19.16% (+$164.8M) YoY -24.07% (-$324.9M)
Monday.Com Ltd.(MNDYcusipM7S64H106)	4.1M	QoQ +0.42% (+17.4K) YoY +26.46% (+853.6K)	All Managers (Combined)	$1.0B	QoQ +5.43% (+$51.9M) YoY +38.30% (+$279.0M)
Steris Plc(STEcusipG8473T100)	4.5M	QoQ +0.16% (+7.4K) YoY -4.91% (-232.6K)	All Managers (Combined)	$1.0B	QoQ +8.91% (+$82.2M) YoY -5.68% (-$60.5M)
Aon Plc(AONcusipG0403H108)	2.1M	QoQ +0.29% (+6.0K) YoY -52.67% (-2.3M)	All Managers (Combined)	$809.5M	QoQ +10.54% (+$77.2M) YoY -44.04% (-$637.4M)
Nu Holdings Ltd.(NUcusipG6683N103)	77.0M	QoQ -1.49% (-1.2M) YoY -22.99% (-23.0M)	All Managers (Combined)	$796.8M	QoQ -4.27% (-$35.5M) YoY -33.19% (-$395.8M)
Arthur J. Gallagher & Co.(AJGcusip363576109)	2.3M	QoQ +0.32% (+7.6K) YoY -10.96% (-287.9K)	All Managers (Combined)	$796.2M	QoQ +20.18% (+$133.7M) YoY +21.33% (-$140.0M)
Atlassian Corp(TEAMcusip049468101)	3.4M	QoQ -20.87% (-901.7K) YoY -63.80% (-6.0M)	All Managers (Combined)	$745.0M	QoQ -30.19% (-$322.3M) YoY -59.56% (-$1097.4M)