WCM INVESTMENT MANAGEMENT, LLC

Q4 2024 13F-HR/A Holdings

Location
Laguna Beach, CA
Holdings as of
12/31/2024
Date filed
2/11/2025
Form type
13F-HR/A - RESTATEMENT
Num holdings
288
Total value ($000)
$42,523,934
Net value change ($000)
-1,599,813 (-3.6%)
New positions
44
Sold out positions
45
Turnover %
9.8%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 11/4/2024 Next filing: 4/28/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
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)
APP 941,057 68.1%
SE 787,028 39.9%
ANET 674,627 NEW
GDDY 671,548 9083.6%
VRTX 435,899 NEW
TEAM 347,278 48.2%
SAP 290,023 NEW
SPOT 281,818 19.7%
TSM 205,662 11.9%
AMZN 183,222 16.6%
Top Reduces (Value $000, Stocks/ETFs)
ANET -585,986 -100.0%
ICLR -572,476 -30.1%
NU -555,129 -40.0%
FND -536,639 -100.0%
AON -479,506 -39.6%
EPAM -447,495 -100.0%
TMO -439,140 -100.0%
CP -438,873 -21.3%
ACGL -346,463 -21.9%
BAH -318,918 -47.9%
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