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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RadNet, Inc.

RDNT|750491102

201279(+1.3%)

Value:

$10.0B(-29.5%)

AMERICAN WOODMARK CORP

AMWD|030506109

167023(-6.2%)

Value:

$9.9B(-30.6%)

GLAUKOS Corp

GKOS|377322102

96823(-0.8%)

Value:

$9.9B(-32.3%)

ARGAN INC

AGX|04010E109

69394(+17.0%)

Value:

$9.6B(+16.3%)

NOVANTA INC

NOVT|67000B104

73857(-25.5%)

Value:

$9.5B(-36.9%)

Revolution Medicines, Inc.

RVMD|76155X100

245997(+56.2%)

Value:

$9.2B(+35.1%)

BridgeBio Pharma, Inc.

BBIO|10806X102

258102(-1.5%)

Value:

$9.1B(+26.6%)

SEMTECH CORP

SMTC|816850101

245421(-0.2%)

Value:

$8.6B(-43.3%)

G21307106

1405995(-2.9%)

Value:

$8.6B(-2.1%)

DocGo Inc.

DCGO|256086109

3238109(-24.9%)

Value:

$8.5B(-54.1%)

ICF International, Inc.

ICFI|44925C103

98745(-5.8%)

Value:

$8.5B(-31.3%)

Green Brick Partners, Inc.

GRBK|392709101

144759(+0.8%)

Value:

$8.4B(+3.8%)

ServiceTitan, Inc.

TTAN|81764X103

84121

Value:

$8.0B

Ultragenyx Pharmaceutical Inc.

RARE|90400D108

202213(+49.1%)

Value:

$7.6B(+33.4%)

Biohaven Ltd.

BHVN|G1110E107

271822(+154.8%)

Value:

$7.5B(+96.9%)

WOLVERINE WORLD WIDE INC /DE/

WWW|978097103

521026

Value:

$7.2B

Philip Morris International Inc.

PM|718172109

44980(+50.5%)

Value:

$7.0B(+94.6%)

AMGEN INC

AMGN|031162100

20285(-1.3%)

Value:

$6.2B(+16.9%)

Credo Technology Group Holding Ltd

CRDO|G25457105

153166(-0.2%)

Value:

$6.2B(-41.9%)

JPMORGAN CHASE & CO

JPM|46625H100

25507(-2.2%)

Value:

$6.2B(-0.7%)

Instrument	Shares		Other Manager	Value
Radnet, Inc.(RDNTcusip750491102)	201.3K	QoQ +1.30% (-2.6K) YoY NEW(+201.3K)	All Managers (Combined)	$10.0M	QoQ -29.47% (-$4.2M) YoY NEW(+$10.0M)
American Woodmark Corp(AMWDcusip030506109)	167.0K	QoQ -6.21% (-11.1K) YoY -7.02% (-12.6K)	All Managers (Combined)	$9.9M	QoQ -30.59% (-$4.4M) YoY -45.90% (-$8.4M)
Glaukos Corp(GKOScusip377322102)	96.8K	QoQ -0.80% (-781) YoY NEW(+96.8K)	All Managers (Combined)	$9.9M	QoQ -32.32% (-$4.7M) YoY NEW(+$9.9M)
Argan Inc(AGXcusip04010E109)	69.4K	QoQ +16.98% (+10.1K) YoY NEW(+69.4K)	All Managers (Combined)	$9.6M	QoQ +16.30% (+$1.3M) YoY NEW(+$9.6M)
Novanta Inc(NOVTcusip67000B104)	73.9K	QoQ -25.53% (-25.3K) YoY NEW(+73.9K)	All Managers (Combined)	$9.5M	QoQ -36.87% (-$5.6M) YoY NEW(+$9.5M)
Revolution Medicines, Inc.(RVMDcusip76155X100)	246.0K	QoQ +56.21% (+88.5K) YoY NEW(+246.0K)	All Managers (Combined)	$9.2M	QoQ +35.15% (+$2.4M) YoY NEW(+$9.2M)
Bridgebio Pharma, Inc.(BBIOcusip10806X102)	258.1K	QoQ -1.46% (-3.8K) YoY +48.39% (+84.2K)	All Managers (Combined)	$9.1M	QoQ +26.62% (-$1.9M) YoY +68.50% (+$3.7M)
Semtech Corp(SMTCcusip816850101)	245.4K	QoQ -0.24% (-601) YoY NEW(+245.4K)	All Managers (Combined)	$8.6M	QoQ -43.33% (-$6.6M) YoY NEW(+$8.6M)
(cusipG21307106)✕	1.4M	QoQ -2.91% (-42.2K) YoY +1.50% (+20.9K)	All Managers (Combined)	$8.6M	QoQ -2.11% (-$184.6K) YoY +49.68% (+$2.8M)
Docgo Inc.(DCGOcusip256086109)	3.2M	QoQ -24.94% (-1.1M) YoY +23.26% (-611.1K)	All Managers (Combined)	$8.5M	QoQ -54.13% (-$10.1M) YoY -19.45% (-$2.1M)
Icf International, Inc.(ICFIcusip44925C103)	98.7K	QoQ -5.84% (-6.1K) YoY NEW(+98.7K)	All Managers (Combined)	$8.5M	QoQ -31.29% (-$3.9M) YoY NEW(+$8.5M)
Green Brick Partners, Inc.(GRBKcusip392709101)	144.8K	QoQ +0.84% (+1.2K) YoY NEW(+144.8K)	All Managers (Combined)	$8.4M	QoQ +3.77% (+$304.0K) YoY NEW(+$8.4M)
Servicetitan, Inc.(TTANcusip81764X103)	84.1K	QoQ NEW(+84.1K) YoY NEW(+84.1K)	All Managers (Combined)	$8.0M	QoQ NEW(+$8.0M) YoY NEW(+$8.0M)
Ultragenyx Pharmaceutical Inc.(RAREcusip90400D108)	202.2K	QoQ +49.11% (+66.6K) YoY +32.59% (+49.7K)	All Managers (Combined)	$7.6M	QoQ +33.41% (+$1.9M) YoY +7.40% (+$527.5K)
Biohaven Ltd.(BHVNcusipG1110E107)	271.8K	QoQ +154.83% (+165.2K) YoY NEW(+271.8K)	All Managers (Combined)	$7.5M	QoQ +96.93% (+$3.7M) YoY NEW(+$7.5M)
Wolverine World Wide Inc /De/(WWWcusip978097103)	521.0K	QoQ NEW(+521.0K) YoY NEW(+521.0K)	All Managers (Combined)	$7.2M	QoQ NEW(+$7.2M) YoY NEW(+$7.2M)
Philip Morris International Inc.(PMcusip718172109)	45.0K	QoQ +50.52% (+15.1K) YoY NEW(+45.0K)	All Managers (Combined)	$7.0M	QoQ +94.60% (+$3.4M) YoY NEW(+$7.0M)
Amgen Inc(AMGNcusip031162100)	20.3K	QoQ -1.26% (-259) YoY +1549.18% (+19.1K)	All Managers (Combined)	$6.2M	QoQ +16.88% (-$899.5K) YoY +1680.46% (+$5.9M)
Credo Technology Group Holding Ltd(CRDOcusipG25457105)	153.2K	QoQ -0.23% (-357) YoY NEW(+153.2K)	All Managers (Combined)	$6.2M	QoQ -41.93% (-$4.5M) YoY NEW(+$6.2M)
Jpmorgan Chase & Co(JPMcusip46625H100)	25.5K	QoQ -2.17% (-567) YoY +1686.20% (+24.1K)	All Managers (Combined)	$6.2M	QoQ -0.73% (-$45.6K) YoY +2065.63% (+$5.9M)