WCM INVESTMENT MANAGEMENT, LLC

Q4 2022 13F-HR Holdings

Location
Laguna Beach, CA
Holdings as of
12/31/2022
Date filed
2/7/2023
Form type
13F-HR
Num holdings
213
Total value ($000)
$29,975,372
Net value change ($000)
+2,114,567 (7.6%)
New positions
34
Sold out positions
16
Turnover %
11.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/18/2022 Next filing: 5/15/2023 SEC filing

Snapshot: Change Analysis

Compared to Q3 2022
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)
IBN 1,274,557 44163.4%
TEAM 1,222,943 NEW
MTD 326,436 30.7%
BAH 282,376 27468.5%
CTVA 264,268 3485.5%
TRI 202,744 NEW
EFA 158,870 521.0%
DDOG 157,018 77.2%
LIN 123,432 NEW
CP 110,470 5.1%
Top Reduces (Value $000, Stocks/ETFs)
TEAM -1,248,478 -100.0%
RMD -473,085 -37.2%
LULU -419,122 -34.0%
GGG -355,619 -98.9%
WST -310,585 -100.0%
EPAM -182,811 -14.0%
ASML -167,939 -12.7%
ODFL -77,432 -19.7%
AMZN -57,777 -15.8%
ENTG -53,923 -19.1%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type