WCM INVESTMENT MANAGEMENT, LLC
Q4 2020 13F-HR/A Holdings
Net value change ($000)
+8,290,536
(29.1%)
New positions
21
Sold out positions
7
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q3 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)
| MELI | 1,579,645 | 61.6% |
| HDB | 1,259,530 | 100.7% |
| TSM | 1,019,875 | 38.9% |
| ASML | 540,391 | 33.7% |
| RMD | 385,302 | 25.9% |
| SHOP | 298,924 | 15.8% |
| ACN | 298,278 | 17.3% |
| MTD | 289,608 | 22.1% |
| CP | 283,030 | 15.2% |
| SNPS | 265,540 | 5815.6% |
Top Reduces (Value $000, Stocks/ETFs)
| CCI | -239,363 | -99.6% |
| ILMN | -166,027 | -99.3% |
| COO | -152,891 | -96.5% |
| BSX | -148,586 | -94.2% |
| AKX | -44,537 | -18.1% |
| CMC Materials, Inc. | -23,131 | -100.0% |
| ESTC | -11,189 | -95.1% |
| MOMENTA PHARMACEUTICALS INC | -7,446 | -100.0% |
| MSA | -5,391 | -100.0% |
| MyoKardia, Inc. | -5,183 | -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.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|