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
MERCADOLIBRE INC	MELI	Common	665,189	655,208	842,508,432,000	830,610,182,000	2.47	1.33	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
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
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
THOMSON REUTERS CORP /CAN/	TRI	Common	1,711,051	1,097,339	209,860,384,000	126,874,215,000	0.62		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
Arista Networks, Inc.	ANET	Common	3,008,139	134,921	552,565,053,000	86,931,344,000	1.62		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
Accenture plc	ACN	COM	3,461,058	231,495	1,062,890,955,000	63,276,532,000	3.12		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
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
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
NVIDIA CORP	NVDA	Common	777,492	26,365	338,597,766,000	31,972,702,000	0.99	0.03	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
COSTCO WHOLESALE CORP /NEW	COST	Common	530,739	10,124	299,846,322,000	19,557,602,000	0.88		Hist	09/30/2023
Hayward Holdings, Inc.	HAYW	COM	1,914,891	1,144,829	27,421,239,000	17,479,739,000	0.08	0.90	Hist	09/30/2023
ASHLAND LLC	ASH	STOCK	230,969	205,567	18,907,122,000	16,687,241,000	0.06		Hist	09/30/2023
Coupang, Inc.	CPNG	Common Stock	2,170,147	964,548	36,914,200,000	15,804,162,000	0.11		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
MEXICAN ECONOMIC DEVELOPMENT INC	FMX	ADR	732,312	81,313	80,378,565,000	8,384,586,000	0.24		Hist	09/30/2023
ISHARES MSCI EAFE INDEX FUND	EFA	ETF	96,891	93,674	6,677,728,000	6,444,495,000	0.02		Hist	09/30/2023
MERCURY SYSTEMS INC	MRCY	Common	435,821	152,712	16,134,093,000	6,372,495,000	0.05	0.75	Hist	09/30/2023
FIVE BELOW, INC	FIVE	COM	120,269	48,115	19,351,282,000	5,123,235,000	0.06	0.22	Hist	09/30/2023
Permian Resources Corp	PR	Common	1,280,055	25,549	17,882,368,000	4,082,802,000	0.05	0.23	Hist	09/30/2023
TETRA TECH INC	TTEK	Common	331,544	50,629	50,295,225,000	4,036,952,000	0.15	0.62	Hist	09/30/2023
Hillman Solutions Corp.	HLMN	Common	3,226,824	716,706	26,298,616,000	3,632,250,000	0.08	1.66	Hist	09/30/2023
AMN HEALTHCARE SERVICES INC	AMN	Common	196,975	70,725	16,805,907,000	3,029,507,000	0.05	0.52	Hist	09/30/2023
RYANAIR HOLDINGS PLC	RYAAY	SPONSORED ADS	41,347	30,351	3,997,841,000	2,786,192,000	0.01		Hist	09/30/2023
BridgeBio Pharma, Inc.	BBIO	Common	284,487	5,833	7,501,922,000	2,709,073,000	0.02	0.18	Hist	09/30/2023
FOX FACTORY HOLDING CORP	FOXF	COM	178,630	41,314	17,698,660,000	2,672,170,000	0.05		Hist	09/30/2023
HALOZYME THERAPEUTICS, INC.	HALO	COM	292,232	55,864	11,163,262,000	2,524,012,000	0.03	0.22	Hist	09/30/2023
CASEYS GENERAL STORES INC	CASY	Common	70,169	1,318	19,052,287,000	2,260,905,000	0.06		Hist	09/30/2023
Evercore Inc.	EVR	COM STK	123,635	3,309	17,046,794,000	2,060,191,000	0.05		Hist	09/30/2023
WYNDHAM HOTELS & RESORTS, INC.	WH	COM	342,520	23,930	23,897,620,000	1,930,839,000	0.07	0.41	Hist	09/30/2023
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