Wcm Investment Management, LLC Top Holdings and 13F Report (2024) About Wcm Investment Management, LLCInvestment ActivityWcm Investment Management, LLC has $44.12 billion in total holdings as of September 30, 2024.Wcm Investment Management, LLC owns shares of 289 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 6.27% of the portfolio was purchased this quarter.About 7.77% of the portfolio was sold this quarter.This quarter, Wcm Investment Management, LLC has purchased 267 new stocks and bought additional shares in 141 stocks.Wcm Investment Management, LLC sold shares of 104 stocks and completely divested from 12 stocks this quarter.Largest Holdings Canadian Pacific Kansas City $2,065,083,694SEA $1,971,303,269ICICI Bank $1,927,832,258ICON Public $1,900,522,342Taiwan Semiconductor Manufacturing $1,733,104,073 Largest New Holdings this Quarter FERGUSON ENTERPRISES INC $162,761,896 HoldingSharkNinja $23,873,850 HoldingCarpenter Technology $18,867,968 HoldingVaronis Systems $17,419,492 HoldingInstalled Building Products $15,287,170 Holding Largest Purchases this Quarter SEA 5,517,559 shares (about $520.36M)Reinsurance Group of America 2,260,605 shares (about $487.41M)Freshpet 2,445,199 shares (about $331.91M)GE VERNOVA INC 1,161,901 shares (about $290.31M)Spotify Technology 605,755 shares (about $223.64M) Largest Sales this Quarter Canadian Pacific Kansas City 6,119,853 shares (about $522.88M)Atlassian 3,005,803 shares (about $484.60M)MercadoLibre 216,491 shares (about $446.99M)Waste Connections 1,647,352 shares (about $292.14M)Thermo Fisher Scientific 264,735 shares (about $162.66M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWcm Investment Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCPCanadian Pacific Kansas City$2,065,083,694$522,880,242 ▼-20.2%24,169,9874.7%TransportationSESEA$1,971,303,269$520,360,989 ▲35.9%20,902,3784.5%Computer and TechnologyIBNICICI Bank$1,927,832,258$17,370,977 ▼-0.9%63,001,0544.4%FinanceICLRICON Public$1,900,522,342$5,490,281 ▼-0.3%6,654,2574.3%MedicalTSMTaiwan Semiconductor Manufacturing$1,733,104,073$214,695,711 ▲14.1%9,738,1813.9%Computer and TechnologyLINDE PLC$1,641,959,600$14,898,854 ▼-0.9%3,424,2453.7%SHSACGLArch Capital Group$1,580,198,008$5,675,717 ▼-0.4%13,933,4983.6%FinanceSPOTSpotify Technology$1,430,142,350$223,644,746 ▲18.5%3,873,6253.2%Business ServicesNUNU$1,387,441,024$6,526,209 ▼-0.5%100,031,7973.1%Business ServicesAPPLOVIN CORP$1,382,307,250$131,455,900 ▲10.5%10,820,4093.1%COM CL AWCNWaste Connections$1,364,166,859$292,141,406 ▼-17.6%7,692,3813.1%Business ServicesASMLASML$1,351,630,214$4,944,889 ▼-0.4%1,606,1393.1%Computer and TechnologyCPNGCoupang$1,281,624,461$4,909,428 ▼-0.4%51,657,5762.9%Retail/WholesaleAONAON$1,211,832,882$266,663 ▲0.0%3,485,5842.7%FinanceMNDYmonday.com$1,140,521,697$1,865,442 ▲0.2%4,193,5572.6%Computer and TechnologySTESTERIS$1,118,882,293$6,076,890 ▼-0.5%4,680,5372.5%MedicalAMZNAmazon.com$1,103,889,351$19,316,737 ▼-1.7%5,872,6892.5%Retail/WholesaleMELIMercadoLibre$1,102,288,792$446,991,132 ▼-28.9%533,8712.5%Retail/WholesaleGEGeneral Electric$1,027,542,617$23,460,395 ▼-2.2%5,542,8992.3%TransportationMSFTMicrosoft$821,682,145$8,205,573 ▼-1.0%1,919,7281.9%Computer and TechnologyNVDANVIDIA$742,226,367$8,079,049 ▼-1.1%6,113,8911.7%Computer and TechnologyTEAMAtlassian$720,047,213$484,595,560 ▼-40.2%4,466,2401.6%Computer and TechnologyUNHUnitedHealth Group$700,887,579$7,365,055 ▼-1.0%1,204,5851.6%MedicalBAHBooz Allen Hamilton$666,051,699$18,723,256 ▼-2.7%4,110,1621.5%Business ServicesAJGArthur J. Gallagher & Co.$654,715,650$72,985,641 ▼-10.0%2,342,8721.5%FinanceGE VERNOVA INC$639,703,565$290,312,584 ▲83.1%2,560,2481.4%COMANETArista Networks$585,986,364$17,574,096 ▼-2.9%1,541,0151.3%Computer and TechnologyVVisa$585,672,973$5,475,058 ▼-0.9%2,128,4041.3%Business ServicesENTGEntegris$580,728,039$3,828,628 ▼-0.7%5,055,9641.3%Computer and TechnologyISRGIntuitive Surgical$575,644,205$11,314,398 ▼-1.9%1,201,3111.3%MedicalFNDFloor & Decor$536,638,719$14,627,677 ▼-2.7%4,371,0901.2%Retail/WholesaleMCKMcKesson$535,849,038$5,900,013 ▼-1.1%1,097,4891.2%MedicalRGAReinsurance Group of America$527,741,697$487,409,044 ▲1,208.5%2,447,6681.2%FinanceDDOGDatadog$498,174,432$114,231,748 ▼-18.7%4,362,2981.1%Computer and TechnologyNVONovo Nordisk A/S$481,910,828$5,331,072 ▼-1.1%3,990,6491.1%MedicalEPAMEPAM Systems$447,494,893$1,359,918 ▼-0.3%2,243,5321.0%Computer and TechnologyTMOThermo Fisher Scientific$439,139,504$162,658,483 ▼-27.0%714,7221.0%MedicalRACEFerrari$436,317,410$5,189,426 ▼-1.2%925,0281.0%Auto/Tires/TrucksILMNIllumina$424,475,122$11,802,535 ▼-2.7%3,262,1821.0%MedicalCTVACorteva$405,479,653$5,659,590 ▼-1.4%6,921,8100.9%Consumer StaplesLPLALPL Financial$380,842,382$3,243,583 ▼-0.8%1,649,6680.9%FinanceFRPTFreshpet$376,186,714$331,911,312 ▲749.7%2,771,3770.9%Consumer StaplesAZNAstraZeneca$305,703,400$3,712,099 ▼-1.2%3,938,4620.7%MedicalFERGUSON ENTERPRISES INC$162,761,896$162,761,896 ▲New Holding806,3110.4%COMMON STOCK NEWUBSUBS Group$161,369,883$2,537,953 ▼-1.5%5,193,7520.4%FinanceCNQCanadian Natural Resources$146,318,326$1,585,379 ▼-1.1%4,405,8510.3%Oils/EnergyCELESTICA INC$112,941,813$22,218,421 ▼-16.4%2,211,0770.3%COMTTEKTetra Tech$66,402,994$50,474,802 ▲316.9%1,431,0990.2%Industrial ProductsADUSAddus HomeCare$65,249,635$1,825,181 ▲2.9%498,2790.1%MedicalBAPCredicorp$58,292,020$3,034,370 ▼-4.9%315,0920.1%FinanceVRRMVerra Mobility$57,149,717$1,802,616 ▲3.3%2,055,0060.1%Industrial ProductsGLOBGlobant$56,668,034$18,814,699 ▼-24.9%286,7090.1%Computer and TechnologyBZKanzhun$54,250,901$28,336,881 ▲109.3%3,157,7940.1%Computer and TechnologyESIElement Solutions$50,172,696$1,115,756 ▲2.3%1,857,5600.1%Basic MaterialsPLUSePlus$47,407,017$1,511,353 ▲3.3%479,7310.1%Computer and TechnologyBECNBeacon Roofing Supply$46,051,684$706,497 ▲1.6%524,9850.1%Retail/WholesaleICUIICU Medical$45,271,650$594,419 ▲1.3%259,4810.1%MedicalGRABGrab$43,799,209$2,538,509 ▼-5.5%11,376,4180.1%Business ServicesFTAIFTAI Aviation$41,700,461$268,298 ▲0.6%321,8870.1%AerospaceENSGThe Ensign Group$39,072,977$459,134 ▲1.2%271,1330.1%MedicalFIXComfort Systems USA$38,832,639$5,496,086 ▲16.5%99,5530.1%ConstructionTCOMTrip.com Group$38,100,446$63,711 ▲0.2%621,3380.1%Consumer DiscretionaryHLMNHillman Solutions$34,723,872$522,644 ▲1.5%3,275,8370.1%ConstructionCWKCushman & Wakefield$34,590,533$1,146,627 ▲3.4%2,534,1050.1%FinanceDORMDorman Products$34,371,580$767,119 ▲2.3%302,6200.1%Auto/Tires/TrucksAPGAPi Group$33,975,458$5,341,359 ▼-13.6%1,009,9720.1%Business ServicesDESPDespegar.com$33,049,000$4,049,940 ▼-10.9%2,600,2360.1%TransportationESGREnstar Group$31,967,591$8,198,333 ▼-20.4%99,5720.1%FinanceHAYWHayward$31,151,733$659,568 ▲2.2%2,041,3980.1%Computer and TechnologyLSTRLandstar System$29,969,926$852,027 ▲2.9%160,3270.1%TransportationCSWICSW Industrials$29,412,335$1,088,825 ▲3.8%79,5530.1%Basic MaterialsAITApplied Industrial Technologies$26,352,531$1,141,175 ▼-4.2%118,1410.1%Industrial ProductsASHAshland$26,045,213$655,297 ▲2.6%297,2180.1%Basic MaterialsWHWyndham Hotels & Resorts$26,043,707$496,535 ▲1.9%322,3630.1%Consumer DiscretionaryAZEKAZEK$25,232,134$550,483 ▲2.2%539,4940.1%ConstructionIPARInter Parfums$24,834,958$703,012 ▲2.9%193,6600.1%Consumer DiscretionaryMLNKMeridianLink$24,339,794$251,922 ▲1.0%1,159,5900.1%Business ServicesEVREvercore$24,235,362$645,998 ▼-2.6%95,3660.1%FinanceSNSharkNinja$23,873,850$23,873,850 ▲New Holding225,2250.1%Consumer DiscretionaryAMNAMN Healthcare Services$23,710,553$622,161 ▲2.7%556,9780.1%MedicalWEXWEX$23,674,929$245,692 ▼-1.0%113,2230.1%Business ServicesVRTSVirtus Investment Partners$23,670,174$905,931 ▲4.0%113,8920.1%FinanceWALWestern Alliance Bancorporation$23,451,316$342,577 ▲1.5%274,0280.1%FinanceFOURShift4 Payments$23,291,495$134,059 ▲0.6%265,1280.1%Business ServicesBOOTBoot Barn$22,971,494$16,035,133 ▼-41.1%139,1200.1%Retail/WholesaleAVNTAvient$22,658,791$217,267 ▼-0.9%449,4900.1%Basic MaterialsGOGrocery Outlet$22,337,230$823,987 ▲3.8%1,264,1330.1%Consumer StaplesACIWACI Worldwide$22,008,526$1,542,061 ▼-6.5%438,1550.0%Computer and TechnologyAMER SPORTS INC$21,786,907$5,012,296 ▲29.9%1,330,0920.0%COM SHSKASPI KZ JSC$21,614,614$1,193,860 ▼-5.2%209,8710.0%SPONSORED ADSUNFUniFirst$21,287,184$567,935 ▲2.7%110,6460.0%Industrial ProductsYMMFull Truck Alliance$20,792,405$1,218,595 ▼-5.5%2,260,0440.0%Business ServicesIACIAC$20,761,713$4,152,715 ▲25.0%379,5560.0%Multi-Sector ConglomeratesYETIYETI$20,701,320$17,960,871 ▲655.4%508,8820.0%Consumer DiscretionaryPFGCPerformance Food Group$20,654,479$737,364 ▼-3.4%264,0900.0%Retail/WholesalePRIPrimerica$20,288,828$1,163,475 ▼-5.4%77,0940.0%FinanceLANCLancaster Colony$19,928,531$769,568 ▲4.0%111,5070.0%Consumer StaplesCZRCaesars Entertainment$19,830,211$216,892 ▲1.1%475,8870.0%Consumer DiscretionaryESTCElastic$19,787,290$966,101 ▲5.1%255,8150.0%Computer and TechnologyCWSTCasella Waste Systems$19,697,082$3,010,406 ▼-13.3%200,2550.0%Industrial ProductsShowing largest 100 holdings. 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