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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AXON ENTERPRISE, INC.

AXON|05464C101

2441(+0.8%)

Value:

$1.3B(-10.8%)

BIOMARIN PHARMACEUTICAL INC

BMRN|09061G101

17353(-1.1%)

Value:

$1.2B(+8.0%)

Pacific Airport Group

PAC|400506101

4968(+24.9%)

Value:

$932.3M(+33.7%)

Natera, Inc.

NTRA|632307104

5975(+1.0%)

Value:

$860.0M(-8.3%)

46436E718

7977(+0.9%)

Value:

$803.0M(+1.3%)

03073E105

2642(+24.9%)

Value:

$727.1M(+52.9%)

PAYCHEX INC

PAYX|704326107

4718(-2.4%)

Value:

$712.5M(+5.3%)

JACK HENRY & ASSOCIATES INC

JKHY|426281101

3358(-2.5%)

Value:

$599.8M(-0.6%)

PRINCIPAL FINANCIAL GROUP INC

PFG|74251V102

7023(+7.3%)

Value:

$583.3M(+15.4%)

QUEST DIAGNOSTICS INC

DGX|74834L100

3451(-2.6%)

Value:

$577.5M(+8.0%)

MOLINA HEALTHCARE, INC.

MOH|60855R100

1677(+58.0%)

Value:

$541.4M(+76.3%)

Ingredion Inc

INGR|457187102

3671(-8.4%)

Value:

$495.5M(-9.9%)

C. H. ROBINSON WORLDWIDE, INC.

CHRW|12541W209

4872(-2.3%)

Value:

$492.7M(-4.5%)

MSC INDUSTRIAL DIRECT CO INC

MSM|553530106

6285(-1.4%)

Value:

$488.3M(+4.8%)

CLOROX CO /DE/

CLX|189054109

3309(-2.3%)

Value:

$484.0M(-11.5%)

EASTMAN CHEMICAL CO

EMN|277432100

5413(-3.1%)

Value:

$471.2M(-7.2%)

CBRE GROUP, INC.

CBRE|12504L109

3387(+57.5%)

Value:

$438.5M(+56.5%)

MARKEL GROUP INC.

MKL|570535104

235(+61.0%)

Value:

$436.0M(+73.1%)

CDW Corp

CDW|12514G108

2656(+57.5%)

Value:

$429.0M(+46.8%)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

425

Value:

$395.1M

Instrument	Shares		Other Manager	Value
Axon Enterprise, Inc.(AXONcusip05464C101)	2.4K	QoQ +0.78% (-19) YoY -58.58% (-3.5K)	All Managers (Combined)	$1.3M	QoQ -10.78% (-$157.8K) YoY -29.19% (-$538.3K)
Biomarin Pharmaceutical Inc(BMRNcusip09061G101)	17.4K	QoQ -1.06% (-187) YoY +256.54% (+12.5K)	All Managers (Combined)	$1.2M	QoQ +7.98% (-$91.7K) YoY +191.63% (+$814.6K)
Pacific Airport Group(PACcusip400506101)	5.0K	QoQ +24.91% (+991) YoY +21.31% (+873)	All Managers (Combined)	$932.3K	QoQ +33.70% (+$235.0K) YoY +39.53% (+$264.2K)
Natera, Inc.(NTRAcusip632307104)	6.0K	QoQ +1.04% (-62) YoY -94.86% (-110.5K)	All Managers (Combined)	$860.0K	QoQ -8.26% (-$77.5K) YoY -91.92% (-$9.8M)
(cusip46436E718)✕	8.0K	QoQ +0.94% (+75) YoY +159440.00% (+8.0K)	All Managers (Combined)	$803.0K	QoQ +1.33% (+$10.6K) YoY +159234.32% (+$802.5K)
(cusip03073E105)✕	2.6K	QoQ +24.85% (+526) YoY NEW(+2.6K)	All Managers (Combined)	$727.1K	QoQ +52.91% (+$251.6K) YoY NEW(+$727.1K)
Paychex Inc(PAYXcusip704326107)	4.7K	QoQ -2.39% (-116) YoY NEW(+4.7K)	All Managers (Combined)	$712.5K	QoQ +5.32% (-$36.0K) YoY NEW(+$712.5K)
Jack Henry & Associates Inc(JKHYcusip426281101)	3.4K	QoQ -2.52% (-87) YoY NEW(+3.4K)	All Managers (Combined)	$599.8K	QoQ -0.56% (-$3.4K) YoY NEW(+$599.8K)
Principal Financial Group Inc(PFGcusip74251V102)	7.0K	QoQ +7.31% (+479) YoY NEW(+7.0K)	All Managers (Combined)	$583.3K	QoQ +15.41% (+$77.9K) YoY NEW(+$583.3K)
Quest Diagnostics Inc(DGXcusip74834L100)	3.5K	QoQ -2.56% (-91) YoY NEW(+3.5K)	All Managers (Combined)	$577.5K	QoQ +7.99% (-$42.7K) YoY NEW(+$577.5K)
Molina Healthcare, Inc.(MOHcusip60855R100)	1.7K	QoQ +58.05% (+616) YoY +148.07% (+1.0K)	All Managers (Combined)	$541.4K	QoQ +76.33% (+$234.4K) YoY +94.95% (+$263.7K)
Ingredion Inc(INGRcusip457187102)	3.7K	QoQ -8.45% (-339) YoY NEW(+3.7K)	All Managers (Combined)	$495.5K	QoQ -9.91% (-$54.5K) YoY NEW(+$495.5K)
C. H. Robinson Worldwide, Inc.(CHRWcusip12541W209)	4.9K	QoQ -2.30% (-115) YoY NEW(+4.9K)	All Managers (Combined)	$492.7K	QoQ -4.52% (-$23.3K) YoY NEW(+$492.7K)
Msc Industrial Direct Co Inc(MSMcusip553530106)	6.3K	QoQ -1.41% (-90) YoY +168.58% (+3.9K)	All Managers (Combined)	$488.3K	QoQ +4.78% (-$22.3K) YoY +115.03% (+$261.2K)
Clorox Co /De/(CLXcusip189054109)	3.3K	QoQ -2.30% (-78) YoY NEW(+3.3K)	All Managers (Combined)	$484.0K	QoQ -11.46% (-$62.7K) YoY NEW(+$484.0K)
Eastman Chemical Co(EMNcusip277432100)	5.4K	QoQ -3.14% (-176) YoY NEW(+5.4K)	All Managers (Combined)	$471.2K	QoQ -7.15% (-$36.3K) YoY NEW(+$471.2K)
Cbre Group, Inc.(CBREcusip12504L109)	3.4K	QoQ +57.53% (+1.2K) YoY NEW(+3.4K)	All Managers (Combined)	$438.5K	QoQ +56.55% (+$158.4K) YoY NEW(+$438.5K)
Markel Group Inc.(MKLcusip570535104)	235	QoQ +60.95% (+89) YoY NEW(+235)	All Managers (Combined)	$436.0K	QoQ +73.10% (+$184.1K) YoY NEW(+$436.0K)
Cdw Corp(CDWcusip12514G108)	2.7K	QoQ +57.53% (+970) YoY +105.41% (+1.4K)	All Managers (Combined)	$429.0K	QoQ +46.77% (+$136.7K) YoY +29.70% (+$98.2K)
Costco Wholesale Corp /New(COSTcusip22160K105)	425	QoQ NEW(+425) YoY -99.91% (-529.4K)	All Managers (Combined)	$395.1K	QoQ NEW(+$395.1K) YoY -99.89% (-$387.8M)