WCM INVESTMENT MANAGEMENT, LLC

Q1 2024 13F-HR Holdings

Location
Laguna Beach, CA
Holdings as of
3/31/2024
Date filed
4/25/2024
Form type
13F-HR
Num holdings
247
Total value ($000)
$42,069,675
Net value change ($000)
+5,908,832 (16.3%)
New positions
16
Sold out positions
19
Turnover %
4.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/29/2024 Next filing: 7/31/2024 SEC filing

Snapshot: Change Analysis

Compared to Q4 2023
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)
NU 1,126,049 1692.3%
CPNG 767,958 2454.8%
MNDY 728,521 NEW
APP 497,488 NEW
GE 493,860 94.9%
ILMN 443,179 2153.3%
ASML 335,590 24.9%
NVDA 329,258 84.5%
ICLR 293,712 15.0%
CP 262,569 9.4%
Top Reduces (Value $000, Stocks/ETFs)
MELI -489,404 -26.6%
TEAM -483,044 -20.8%
HEI -206,951 -100.0%
DDOG -102,631 -13.2%
EFA -85,681 -99.6%
FMX -83,014 -100.0%
SNOW -70,888 -19.2%
EPAM -70,556 -9.4%
V -46,239 -7.0%
WNS -43,831 -100.0%
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