WCM INVESTMENT MANAGEMENT, LLC

Q1 2023 13F-HR Holdings

Location
Laguna Beach, CA
Holdings as of
3/31/2023
Date filed
5/15/2023
Form type
13F-HR
Num holdings
213
Total value ($000)
$31,288,252
Net value change ($000)
+1,312,880 (4.4%)
New positions
14
Sold out positions
14
Turnover %
8.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/7/2023 Next filing: 7/14/2023 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
LIN 1,329,889 NEW
ACGL 866,650 NEW
TEAM 408,690 33.4%
ASML 254,610 22.1%
IBN 251,467 19.7%
FND 115,972 36.2%
BAH 101,017 35.6%
ICLR 93,326 8.2%
RACE 89,348 22.7%
LRCX 79,209 21.4%
Top Reduces (Value $000, Stocks/ETFs)
LULU -814,184 -100.0%
ACN -407,533 -30.8%
EPAM -282,613 -25.3%
ALC -266,534 -83.5%
UNP -260,329 -100.0%
RGEN -250,131 -92.2%
EFA -184,296 -97.3%
TMO -143,564 -20.2%
LIN -123,432 -100.0%
UNH -97,037 -14.7%
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