WCM INVESTMENT MANAGEMENT, LLC

Q4 2019 13F-HR/A Holdings

Location
Laguna Beach, CA
Holdings as of
12/31/2019
Date filed
2/13/2020
Form type
13F-HR/A - RESTATEMENT
Num holdings
157
Total value ($000)
$18,603,831
Net value change ($000)
—
New positions
157
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/8/2014 Next filing: 5/8/2020 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SHOP 1,892,268 —
TSM 1,608,083 —
ACN 1,436,068 —
CP 1,396,058 —
HDB 1,375,141 —
CB 1,269,053 —
RMD 1,208,882 —
ASML 1,146,366 —
MTD 943,796 —
LULU 763,460 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type