WCM INVESTMENT MANAGEMENT, LLC

Q3 2020 13F-HR Holdings

Location
Laguna Beach, CA
Holdings as of
9/30/2020
Date filed
11/6/2020
Form type
13F-HR
Num holdings
179
Total value ($000)
$28,489,700
Net value change ($000)
+2,426,771 (9.3%)
New positions
8
Sold out positions
9
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/18/2020 Next filing: 2/23/2021 SEC filing

Snapshot: Change Analysis

Compared to Q2 2020
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)
AON 897,710 NEW
TSM 852,530 48.2%
CP 335,718 22.0%
MELI 315,366 14.0%
MTD 251,987 23.8%
STE 172,930 17.9%
HDB 141,477 12.8%
SHW 131,322 88.0%
ACN 126,024 7.9%
APH 124,894 81.3%
Top Reduces (Value $000, Stocks/ETFs)
SHOP -1,221,216 -39.2%
LULU -800,643 -32.5%
RMD -136,170 -8.4%
ILMN -16,818 -9.1%
NATUS MEDICAL INC -10,548 -100.0%
CALY -7,645 -100.0%
INDA -7,221 -100.0%
OMCL -6,663 -100.0%
HCSG -6,321 -32.6%
ROG -5,849 -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