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WCM Investment Management, LLC

All holdings · as of Mar 31, 2026

263 positions

CompanyClassValueShares% of portfolio
INTER & CO INC—$79.86M10,439,6290.2%
SHARKNINJA INC—$77.42M793,0630.2%
ACM Research Inc—$70.58M1,860,8740.2%
CELESTICA INCCLSCommon Stock$68.13M264,8370.2%
GDS Holdings LtdGDSADR$68.09M1,733,9370.2%
COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESPSBSADR$64.72M2,198,9870.1%
CEMEX SAB DE CVCXADR$61.49M5,741,7660.1%
Nebius Group N.V.—$54.97M595,8400.1%
SLB LIMITED/NV—$48.59M942,8640.1%
Baidu, Inc.BIDUADR$48.43M454,2950.1%
BROOKFIELD CORP—$42.74M1,103,8170.1%
Joint Stock Co Kaspi.kzKSPIADR$41.27M571,4120.1%
Bunge Global SA—$41.19M326,2160.1%
Compass, Inc.—$41.14M6,014,3730.1%
Sony Group CorpSONYADR$38.84M1,949,5920.1%
Coupang, Inc.—$35.39M1,938,2010.1%
CAMECO CORP—$35.34M343,6560.1%
PDD Holdings Inc.PDDADR$33.64M341,8150.1%
Applied Industrial Technologies Inc—$33.31M129,1020.1%
Alibaba Group Holding LtdBABAADR$30.46M249,7360.1%
Chubb Ltd—$30.26M93,0100.1%
ADVANCED ENERGY INDUSTRIES INC—$29.44M98,6920.1%
NOVO-NORDISK A S—$28.62M810,9970.1%
Evercore Inc—$28.56M100,1480.1%
KB FINL GROUP INC—$24.50M251,1970.1%
PayPay CorporationPAYPADR$24.24M1,173,1830.1%
Texas Roadhouse, Inc.—$22.14M136,3870.1%
Vista Energy, S.A.B. de C.V.VISTADR$21.71M283,6260.0%
Melco Resorts & Entertainment LTD—$21.65M3,894,7340.0%
Ensign Group Inc/The—$21.52M107,3580.0%
Novanta Inc—$21.13M186,8320.0%
ACI WORLDWIDE, INC.—$20.81M516,3420.0%
EASTGROUP PROPERTIES INC—$20.76M113,1160.0%
Saia Inc—$20.69M61,5660.0%
Kanzhun Ltd—$20.41M1,529,8410.0%
AAON, INC.—$20.01M255,7860.0%
Chefs' Warehouse, Inc.—$19.75M335,4780.0%
REGAL REXNORD CORP—$19.63M110,1770.0%
UMB Financial Corp—$19.63M178,4640.0%
Planet Fitness, Inc.—$19.55M265,1340.0%
Element Solutions Inc—$19.32M597,0180.0%
iShares MSCI UAE ETF—$18.73M412,3170.0%
Boot Barn Holdings, Inc.—$18.61M133,0120.0%
TENET HEALTHCARE CORP—$17.81M94,7290.0%
TopBuild Corp—$17.72M52,8430.0%
FedEx Corp—$17.61M51,5330.0%
Axogen, Inc.—$17.52M559,5300.0%
Forgent Power Solutions, Inc.FPSCommon Stock$17.48M625,0780.0%
Axsome Therapeutics, Inc.—$17.30M107,8170.0%
HALEON PLC—$17.25M1,725,0590.0%
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