WCM INVESTMENT MANAGEMENT, LLC [Rocket]

Holdings

WCM INVESTMENT MANAGEMENT, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
CANADIAN PACIFIC KANSAS CITY LTD/CN	CP	Stock	38,100,632	6,819,305	2,835,068,049,000	308,475,291,000	8.32		Hist	09/30/2023
Atlassian Corp	TEAM	Stock	9,391,519	-111,969	1,899,904,294,000	308,640,263,000	5.58		Hist	09/30/2023
ICON PLC	ICLR	Common	7,594,972	1,767,622	1,870,261,855,000	404,508,509,000	5.49		Hist	09/30/2023
ICICI BANK LTD	IBN	ADR	70,432,523	-904,270	1,628,399,922,000	-18,766,628,000	4.78		Hist	09/30/2023
Aon plc	AON	Common Stock	4,914,189	-119,390	1,593,818,905,000	-143,772,694,000	4.68		Hist	09/30/2023
LINDE PLC	LIN	SHS	3,815,346	77,042	1,420,644,079,000	-6,191,685,000	4.17	0.78	Hist	09/30/2023
Waste Connections, Inc.	WCN	COM	10,218,545	1,157,470	1,378,788,227,000	85,772,843,000	4.05	3.97	Hist	09/30/2023
ARCH CAPITAL GROUP LTD.	ACGL	Common	15,956,744	2,204,338	1,275,901,250,000	237,044,501,000	3.75	4.28	Hist	09/30/2023
ASML HOLDING NV	ASML	N Y REGISTRY SHS	2,016,308	-28,695	1,189,097,669,000	-293,018,197,000	3.49		Hist	09/30/2023
STERIS Ltd	STE	Common	5,413,509	-78,496	1,189,023,178,000	-51,016,669,000	3.49		Hist	09/30/2023
Accenture plc	ACN	COM	3,461,058	231,495	1,062,890,955,000	63,276,532,000	3.12		Hist	09/30/2023
METTLER TOLEDO INTERNATIONAL INC/	MTD	Common	926,039	-2,056	1,026,782,783,000	-203,407,140,000	3.01		Hist	09/30/2023
MERCADOLIBRE INC	MELI	Common	665,189	655,208	842,508,432,000	830,610,182,000	2.47	1.33	Hist	09/30/2023
EPAM Systems, Inc.	EPAM	Com	2,824,890	-70,288	722,296,124,000	69,723,003,000	2.12	4.87	Hist	09/30/2023
AMAZON COM INC	AMZN	Common	4,893,897	65,994	621,524,919,000	-7,840,516,000	1.82		Hist	09/30/2023
MICROSOFT CORP	MSFT	Common	1,949,538	30,609	616,054,052,000	-37,475,645,000	1.81	0.03	Hist	09/30/2023
UNITEDHEALTH GROUP INC	UNH	Common	1,198,454	16,190	605,231,330,000	36,822,410,000	1.78		Hist	09/30/2023
NOVO NORDISK A S	NVO	ADR	6,528,911	3,061,251	594,000,366,000	33,626,581,000	1.74		Hist	09/30/2023
Arthur J. Gallagher & Co.	AJG	Common	2,596,873	42,964	591,723,539,000	30,961,685,000	1.74	1.21	Hist	09/30/2023
LPL Financial Holdings Inc.	LPLA	Common	2,457,027	10,182	583,912,495,000	51,748,150,000	1.71	3.16	Hist	09/30/2023
VISA INC.	V	CL A	2,493,831	32,634	573,755,735,000	-11,861,517,000	1.68		Hist	09/30/2023
Datadog, Inc.	DDOG	Common	6,292,305	88,132	573,166,062,000	-37,200,478,000	1.68		Hist	09/30/2023
Arista Networks, Inc.	ANET	Common	3,008,139	134,921	552,565,053,000	86,931,344,000	1.62		Hist	09/30/2023
STRYKER CORP	SYK	Common	1,943,601	21,658	531,847,049,000	-55,383,467,000	1.56	0.51	Hist	09/30/2023
THERMO FISHER SCIENTIFIC INC.	TMO	Common	986,909	11,494	499,474,655,000	-10,452,804,000	1.47	0.26	Hist	09/30/2023
Ferrari N.V.	RACE	COM	1,667,545	-29,808	492,826,229,000	-60,833,323,000	1.45		Hist	09/30/2023
ENTEGRIS INC	ENTG	Common	5,150,914	53,011	483,722,345,000	-84,337,000,000	1.42	3.43	Hist	09/30/2023
MCKESSON CORP	MCK	Common	1,088,553	14,085	473,466,158,000	12,250,752,000	1.39	0.81	Hist	09/30/2023
Booz Allen Hamilton Holding Corp	BAH	Common	4,189,932	71,437	457,833,834,000	-1,790,248,000	1.34		Hist	09/30/2023
OLD DOMINION FREIGHT LINE, INC.	ODFL	Common	1,011,867	13,111	416,545,186,000	47,604,712,000	1.22	0.93	Hist	09/30/2023
Floor & Decor Holdings, Inc.	FND	COM	4,474,755	62,919	404,965,328,000	-56,336,244,000	1.19		Hist	09/30/2023
LAM RESEARCH CORP	LRCX	Common	596,877	9,031	373,919,622,000	-6,792,994,000	1.10	0.45	Hist	09/30/2023
Corteva, Inc.	CTVA	Common Stock	6,889,197	2,463,810	352,451,338,000	98,876,641,000	1.03	0.97	Hist	09/30/2023
NVIDIA CORP	NVDA	Common	777,492	26,365	338,597,766,000	31,972,702,000	0.99	0.03	Hist	09/30/2023
ASTRAZENECA PLC	AZN	SPONSORED ADR	4,997,705	-103,532	338,444,584,000	-26,650,919,000	0.99		Hist	09/30/2023
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