0001062993-23-011142.txt : 20230515 0001062993-23-011142.hdr.sgml : 20230515 20230515172424 ACCESSION NUMBER: 0001062993-23-011142 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WCM INVESTMENT MANAGEMENT, LLC CENTRAL INDEX KEY: 0001061186 IRS NUMBER: 953046237 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-07104 FILM NUMBER: 23924492 BUSINESS ADDRESS: STREET 1: 281 BROOKS STREET CITY: LAGUNA BEACH STATE: CA ZIP: 92651 BUSINESS PHONE: 9493800200 MAIL ADDRESS: STREET 1: 281 BROOKS STREET CITY: LAGUNA BEACH STATE: CA ZIP: 92651 FORMER COMPANY: FORMER CONFORMED NAME: WCM INVESTMENT MANAGEMENT/CA DATE OF NAME CHANGE: 19990324 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001061186 XXXXXXXX 03-31-2023 03-31-2023 WCM INVESTMENT MANAGEMENT, LLC

281 BROOKS STREET LAGUNA BEACH CA 92651

13F HOLDINGS REPORT 028-07104 000104702 801-11916 N David Joerger 949-380-0200 /s/ David Joerger Laguna Beach CA 05-15-2023 0 213 31288251634 false INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE ACCENTURE PLC IRELAND SHS CLASS A G1151C101 914991345 3201397 SH SOLE 3186623 0 14774 ACI WORLDWIDE INC COM 004498101 11492482 425963 SH SOLE 339327 0 86636 ADAPTHEALTH CORP COMMON STOCK 00653Q102 8250201 663733 SH SOLE 514013 0 149720 ADDUS HOMECARE CORP COM 006739106 54738948 512729 SH SOLE 512729 0 0 ADVANCED MICRO DEVICES INC COM 007903107 19968753 203742 SH SOLE 203742 0 0 ALCON AG ORD SHS H01301128 52583361 745440 SH SOLE 743344 0 2096 AMAZON COM INC COM 023135106 368700369 3569565 SH SOLE 3240795 103340 225430 AMERICAN WOODMARK CORPORATIO COM 030506109 21957138 421685 SH SOLE 421685 0 0 AMERICAS CAR-MART INC COM 03062T105 19397262 244884 SH SOLE 244884 0 0 AMPHENOL CORP NEW CL A 032095101 642178425 7858277 SH SOLE 7073224 246790 538263 AON PLC SHS CL A G0403H108 1575340734 4996482 SH SOLE 4973117 0 23365 API GROUP CORP COM STK 00187Y100 18918224 841558 SH SOLE 841558 0 0 APPLIED INDL TECHNOLOGIES IN COM 03820C105 14473240 101831 SH SOLE 79145 0 22686 ARCH CAP GROUP LTD ORD G0450A105 866649676 12769260 SH SOLE 12711417 0 57843 ARROWHEAD PHARMACEUTICALS IN COM 04280A100 3591789 141409 SH SOLE 128640 0 12769 ASHLAND INC COM 044186104 2659675 25895 SH SOLE 25895 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 1408298074 2068866 SH SOLE 2059654 0 9212 ASTRAZENECA PLC SPONSORED ADR 046353108 357313299 5147865 SH SOLE 5141940 0 5925 ATLASSIAN CORPORATION CL A 049468101 1631632836 9532236 SH SOLE 9284428 66780 181028 ATRICURE INC COM 04963C209 7869821 189863 SH SOLE 150847 0 39016 AVIENT CORPORATION COM 05368V106 14351998 348688 SH SOLE 274775 0 73913 AXSOME THERAPEUTICS INC COM 05464T104 5461456 88545 SH SOLE 74311 0 14234 AZEK CO INC CL A 05478C105 15360956 652547 SH SOLE 652547 0 0 AZENTA INC COM 114340102 41526808 930677 SH SOLE 883262 0 47415 BAIDU INC SPON ADR REP A 056752108 1688175 10975 SH SOLE 10975 0 0 BAKER HUGHES COMPANY CL A 05722G100 2297343 79603 SH SOLE 79603 0 0 BEACON ROOFING SUPPLY INC COM 073685109 28433436 483151 SH SOLE 483151 0 0 BILL HOLDINGS INC COM 090043100 139682348 1721498 SH SOLE 1540002 45790 135706 BOOT BARN HLDGS INC COM 099406100 14007953 182776 SH SOLE 142684 0 40092 BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 384420686 4147380 SH SOLE 3733714 129870 283796 BRIDGEBIO PHARMA INC COM 10806X102 6177509 372588 SH SOLE 291274 0 81314 BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105 937395 28649 SH SOLE 28649 0 0 BROOKFIELD CORP CL A LTD VT SH 11271J107 867252 26611 SH SOLE 26611 0 0 BROWN & BROWN INC COM 115236101 5573932 97073 SH SOLE 97073 0 0 CAESARS ENTERTAINMENT INC NE COM 12769G100 13690034 280476 SH SOLE 216041 0 64435 CANADIAN NAT RES LTD COM 136385101 1163180 21015 SH SOLE 21015 0 0 CANADIAN NATL RY CO COM 136375102 18403 156 SH SOLE 156 0 0 CANADIAN PAC RY LTD COM 13645T100 2264794200 29435849 SH SOLE 28925981 123380 386488 CARMAX INC COM 143130102 2660613 41391 SH SOLE 41391 0 0 CASEYS GEN STORES INC COM 147528103 14469269 66845 SH SOLE 49680 0 17165 CDW CORP COM 12514G108 242638 1245 SH SOLE 1245 0 0 CGI INC CL A SUB VTG 12532H104 1048284 10889 SH SOLE 10889 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 9835704 5882 SH SOLE 5882 0 0 CHUBB LIMITED COM H1467J104 1104107 5686 SH SOLE 5686 0 0 CI&T INC COM CL A G21307106 8048363 1460683 SH SOLE 1460683 0 0 CLARUS CORP NEW COM 18270P109 7569790 801036 SH SOLE 620838 0 180198 CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105 20438621 1642976 SH SOLE 1642976 0 0 CORTEVA INC COM 22052L104 269120239 4462282 SH SOLE 4034557 134150 293575 COSTCO WHSL CORP NEW COM 22160K105 260520871 524324 SH SOLE 471241 16680 36403 COUPANG INC CL A 22266T109 19618256 1226141 SH SOLE 1187986 0 38155 CREDICORP LTD COM G2519Y108 1832278 13840 SH SOLE 13840 0 0 CRYOPORT INC COM PAR $0.001 229050307 6642528 276772 SH SOLE 224469 0 52303 CSW INDUSTRIALS INC COM 126402106 10810699 77814 SH SOLE 77814 0 0 CSX CORP COM 126408103 11603756 387567 SH SOLE 387567 0 0 CUBESMART COM 229663109 2577042 55756 SH SOLE 1411 0 54345 CUSHMAN WAKEFIELD PLC SHS G2717B108 18998698 1802533 SH SOLE 1802533 0 0 DATADOG INC CL A COM 23804L103 345656699 4757180 SH SOLE 4308846 140760 307574 DESCARTES SYS GROUP INC COM 249906108 221355 2746 SH SOLE 2746 0 0 DEXCOM INC COM 252131107 17383433 149625 SH SOLE 149625 0 0 DOCGO INC COM 256086109 8873940 1025889 SH SOLE 1025889 0 0 DORMAN PRODS INC COM 258278100 25677100 297671 SH SOLE 297671 0 0 E2OPEN PARENT HOLDINGS INC COM CL A 29788T103 18659374 3206078 SH SOLE 3206078 0 0 EAST WEST BANCORP INC COM 27579R104 2139636 38552 SH SOLE 0 0 38552 EASTGROUP PPTYS INC COM 277276101 2309308 14212 SH SOLE 0 0 14212 ELASTIC N V ORD SHS N14506104 16400928 283263 SH SOLE 283263 0 0 ELEMENT SOLUTIONS INC COM 28618M106 37859592 1960621 SH SOLE 1960621 0 0 EMCOR GROUP INC COM 29084Q100 24966182 153553 SH SOLE 153553 0 0 ENDAVA PLC ADS 29260V105 15784680 234961 SH SOLE 227823 0 7138 ENSTAR GROUP LIMITED SHS G3075P101 31094397 134149 SH SOLE 134149 0 0 ENTEGRIS INC COM 29362U104 276319086 3369334 SH SOLE 3059515 97400 212419 EOG RES INC COM 26875P101 2671596 23530 SH SOLE 23530 0 0 EPAM SYS INC COM 29414B104 836323332 2797068 SH SOLE 2778936 0 18132 EPLUS INC COM 294268107 34222711 697853 SH SOLE 697853 0 0 EURONET WORLDWIDE INC COM 298736109 13371491 119495 SH SOLE 93086 0 26409 EVERCORE INC CLASS A 29977A105 12982788 112522 SH SOLE 84729 0 27793 FABRINET SHS G3323L100 43747621 368370 SH SOLE 356740 0 11630 FERGUSON PLC NEW SHS G3421J106 211197733 1579048 SH SOLE 1574223 0 4825 FERRARI N V COM N3167Y103 483786617 1785586 SH SOLE 1780619 0 4967 FIVE BELOW INC COM 33829M101 13786396 66934 SH SOLE 52096 0 14838 FIVE9 INC COM 338307101 18997595 262797 SH SOLE 207624 0 55173 FLOOR & DECOR HLDGS INC CL A 339750101 436173313 4440779 SH SOLE 3993320 140660 306799 FOCUS FINL PARTNERS INC COM CL A 34417P100 27029768 521106 SH SOLE 478631 0 42475 FOX FACTORY HLDG CORP COM 35138V102 15387167 126779 SH SOLE 98825 0 27954 GALLAGHER ARTHUR J & CO COM 363576109 491827810 2570842 SH SOLE 2311413 81550 177879 GLOBAL BLUE GROUP HOLDING AG ORD SHS H33700107 12673560 2112260 SH SOLE 2112260 0 0 GLOBANT S A COM L44385109 66435203 405068 SH SOLE 397027 0 8041 GODADDY INC CL A 380237107 5863819 75448 SH SOLE 75448 0 0 GRACO INC COM 384109104 4346139 59528 SH SOLE 59528 0 0 GROCERY OUTLET HLDG CORP COM 39874R101 25477633 901544 SH SOLE 901544 0 0 GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B 40051E202 78186626 255120 SH SOLE 246750 0 8370 GRUPO AEROPUERTO DEL PACIFIC SPON ADR B 400506101 1090441 5590 SH SOLE 5590 0 0 HALOZYME THERAPEUTICS INC COM 40637H109 8386409 219597 SH SOLE 170437 0 49160 HAYWARD HLDGS INC COM 421298100 9037409 771110 SH SOLE 771110 0 0 HDFC BANK LTD SPONSORED ADS 40415F101 2590663 38858 SH SOLE 38858 0 0 HEADHUNTER GROUP PLC SPONSORED ADS 42207L106 0 339894 SH SOLE 339894 0 0 HEALTH CATALYST INC COM 42225T107 6898627 591142 SH SOLE 470925 0 120217 HEICO CORP NEW COM 422806109 125885 736 SH SOLE 736 0 0 HEICO CORP NEW CL A 422806208 332231472 2444676 SH SOLE 2175830 84510 184336 HILLMAN SOLUTIONS CORP COM 431636109 13863109 1646450 SH SOLE 1646450 0 0 IAC INC COM NEW 44891N208 12837100 248781 SH SOLE 197761 0 51020 ICICI BANK LIMITED ADR 45104G104 1528910155 70848478 SH SOLE 68613729 627530 1607219 ICON PLC SHS G4705A100 1236567985 5789447 SH SOLE 5762616 0 26831 ICU MED INC COM 44930G107 29041868 176054 SH SOLE 176054 0 0 ILLUMINA INC COM 452327109 767415 3300 SH SOLE 3300 0 0 INGEVITY CORP COM 45688C107 13163184 184049 SH SOLE 142880 0 41169 INSMED INC COM PAR $.01 457669307 4424884 259524 SH SOLE 224011 0 35513 INTER PARFUMS INC COM 458334109 25897352 182068 SH SOLE 182068 0 0 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 1599126 17666 SH SOLE 17666 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 6695102 26207 SH SOLE 26207 0 0 ISHARES INC ESG AWR MSCI EM 46434G863 1660192 52738 SH SOLE 52738 0 0 ISHARES TR MSCI EAFE ETF 464287465 5068908 70874 SH SOLE 70874 0 0 ISHARES TR MSCI ACWI ETF 464288257 262997 2885 SH SOLE 2885 0 0 ISHARES TR MSCI INDIA ETF 46429B598 1898805 48242 SH SOLE 48242 0 0 ISHARES TR MSCI SAUDI ARBIA 46434V423 71598 1852 SH SOLE 1852 0 0 JOHN BEAN TECHNOLOGIES CORP COM 477839104 15684864 143516 SH SOLE 111644 0 31872 JONES LANG LASALLE INC COM 48020Q107 3395882 23341 SH SOLE 23341 0 0 KANZHUN LIMITED SPONSORED ADS 48553T106 24843475 1305490 SH SOLE 1263140 0 42350 KEROS THERAPEUTICS INC COM 492327101 3587910 84026 SH SOLE 65484 0 18542 LAM RESEARCH CORP COM 512807108 449618627 848145 SH SOLE 761985 27080 59080 LANCASTER COLONY CORP COM 513847103 19849779 97840 SH SOLE 97840 0 0 LANDSTAR SYS INC COM 515098101 30757610 171581 SH SOLE 171581 0 0 LESLIES INC COM 527064109 21972481 1995684 SH SOLE 1995684 0 0 LINCOLN ELEC HLDGS INC COM 533900106 3970299 23479 SH SOLE 23479 0 0 LINDE PLC SHS G54950103 1329889068 3741529 SH SOLE 3603586 37420 100523 LPL FINL HLDGS INC COM 50212V100 498722708 2464045 SH SOLE 2227429 74370 162246 LULULEMON ATHLETICA INC COM 550021109 289531 795 SH SOLE 795 0 0 MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 14307130 201964 SH SOLE 165259 0 36705 MASCO CORP COM 574599106 3530816 71014 SH SOLE 71014 0 0 MASTERCARD INCORPORATED CL A 57636Q104 2594384 7139 SH SOLE 7139 0 0 MATADOR RES CO COM 576485205 14953618 313822 SH SOLE 254152 0 59670 MCKESSON CORP COM 58155Q103 320303655 899603 SH SOLE 809254 28390 61959 MERCADOLIBRE INC COM 58733R102 13079109 9923 SH SOLE 9923 0 0 MERCURY SYS INC COM 589378108 13461225 263326 SH SOLE 201550 0 61776 MERIDIANLINK INC COMMON STOCK 58985J105 16979604 981480 SH SOLE 981480 0 0 METTLER TOLEDO INTERNATIONAL COM 592688105 1414806152 924583 SH SOLE 891834 9350 23399 MICROSOFT CORP COM 594918104 421281278 1461260 SH SOLE 1320140 44350 96770 MKS INSTRS INC COM 55306N104 3947578 44545 SH SOLE 44545 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 1868800 34601 SH SOLE 34601 0 0 MSCI INC COM 55354G100 434922803 777078 SH SOLE 696646 25280 55152 NANOSTRING TECHNOLOGIES INC COM 63009R109 4742506 479041 SH SOLE 384536 0 94505 NATERA INC COM 632307104 3648885 65722 SH SOLE 50890 0 14832 NETFLIX INC COM 64110L106 2072880 6000 SH SOLE 6000 0 0 NICE LTD SPONSORED ADR 653656108 1034812 4521 SH SOLE 4521 0 0 NOVANTA INC COM 67000B104 8934335 56159 SH SOLE 56159 0 0 NOVO-NORDISK A S ADR 670100205 557369087 3502382 SH SOLE 3498259 0 4123 OLD DOMINION FREIGHT LINE IN COM 679580100 361155093 1059603 SH SOLE 954409 32990 72204 OLLIES BARGAIN OUTLET HLDGS COM 681116109 23715769 409316 SH SOLE 409316 0 0 PAYCOM SOFTWARE INC COM 70432V102 12449514 40951 SH SOLE 40951 0 0 PERFORMANCE FOOD GROUP CO COM 71377A103 17934074 297217 SH SOLE 227153 0 70064 PERMIAN RESOURCES CORP CLASS A COM 71424F105 12217475 1163569 SH SOLE 903246 0 260323 PLANET FITNESS INC CL A 72703H101 14609882 188102 SH SOLE 149244 0 38858 POWER INTEGRATIONS INC COM 739276103 12099627 142954 SH SOLE 113880 0 29074 PRIMERICA INC COM 74164M108 14930280 86683 SH SOLE 66259 0 20424 PRIVIA HEALTH GROUP INC COM 74276R102 9264177 335537 SH SOLE 267674 0 67863 PROCORE TECHNOLOGIES INC COM 74275K108 12110638 193368 SH SOLE 163568 0 29800 PTC INC COM 69370C100 4151062 32372 SH SOLE 32372 0 0 R1 RCM INC COM 77634L105 8871600 591440 SH SOLE 591440 0 0 RELX PLC SPONSORED ADR 759530108 1153891 35570 SH SOLE 35570 0 0 REPLIGEN CORP COM 759916109 21101401 125335 SH SOLE 115266 0 10069 RESMED INC COM 761152107 762431189 3481580 SH SOLE 3465209 0 16371 REXFORD INDL RLTY INC COM 76169C100 17641189 295745 SH SOLE 236425 0 59320 ROCKET PHARMACEUTICALS INC COM 77313F106 4347782 253811 SH SOLE 207278 0 46533 RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 836729 8874 SH SOLE 8874 0 0 SAIA INC COM 78709Y105 17565757 64561 SH SOLE 51150 0 13411 SCHLUMBERGER LTD COM STK 806857108 1972887 40181 SH SOLE 40181 0 0 SCIENCE APPLICATIONS INTL CO COM 808625107 9258861 86161 SH SOLE 78579 0 7582 SERVICENOW INC COM 81762P102 214333976 461211 SH SOLE 414484 14585 32142 SHIFT4 PMTS INC CL A 82452J109 18149400 239438 SH SOLE 193457 0 45981 SHOCKWAVE MED INC COM 82489T104 12817689 59114 SH SOLE 46922 0 12192 SHOPIFY INC CL A 82509L107 7871125 164187 SH SOLE 164187 0 0 SIMULATIONS PLUS INC COM 829214105 1761027 40078 SH SOLE 40078 0 0 SITEONE LANDSCAPE SUPPLY INC COM 82982L103 3480330 25428 SH SOLE 25428 0 0 SMARTSHEET INC COM CL A 83200N103 17546137 367074 SH SOLE 295441 0 71633 SNOWFLAKE INC CL A 833445109 238123934 1543353 SH SOLE 1398437 45560 99356 SONY GROUP CORPORATION SPONSORED ADR 835699307 2059931 22724 SH SOLE 22724 0 0 SP PLUS CORP COM 78469C103 11131803 324637 SH SOLE 324637 0 0 SPS COMM INC COM 78463M107 15888850 104326 SH SOLE 83492 0 20834 STERIS PLC SHS USD G8473T100 1044144763 5458724 SH SOLE 5433191 0 25533 STEVANATO GROUP S P A ORD SHS T9224W109 17197833 664009 SH SOLE 664009 0 0 STRYKER CORPORATION COM 863667101 552741884 1936252 SH SOLE 1738778 62075 135399 SURGERY PARTNERS INC COM 86881A100 13373188 387966 SH SOLE 307057 0 80909 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 2369591 25474 SH SOLE 25474 0 0 TANDEM DIABETES CARE INC COM NEW 875372203 6136293 151103 SH SOLE 120344 0 30759 TETRA TECH INC NEW COM 88162G103 15666042 106637 SH SOLE 82392 0 24245 TEXAS ROADHOUSE INC COM 882681109 15195073 140617 SH SOLE 111456 0 29161 THERMO FISHER SCIENTIFIC INC COM 883556102 565465080 981080 SH SOLE 881921 31130 68029 THOMSON REUTERS CORP. COM NEW 884903709 230879170 1774356 SH SOLE 1768794 0 5562 THOUGHTWORKS HOLDING INC COM 88546E105 12463299 1693383 SH SOLE 1693383 0 0 TIMKEN CO COM 887389104 14042847 171841 SH SOLE 132477 0 39364 TOPGOLF CALLAWAY BRANDS CORP COM 131193104 13336924 616879 SH SOLE 466566 0 150313 TRANE TECHNOLOGIES PLC SHS G8994E103 1695376 9215 SH SOLE 9215 0 0 TREX CO INC COM 89531P105 14483803 297592 SH SOLE 232078 0 65514 UFP INDUSTRIES INC COM 90278Q108 14210269 178813 SH SOLE 139647 0 39166 ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 3922462 97817 SH SOLE 72539 0 25278 UNIFIRST CORP MASS COM 904708104 22959773 130283 SH SOLE 130283 0 0 UNILEVER PLC SPON ADR NEW 904767704 480768 9258 SH SOLE 9258 0 0 UNITEDHEALTH GROUP INC COM 91324P102 562505006 1190260 SH SOLE 1070147 37770 82343 VEEVA SYS INC CL A COM 922475108 11303453 61502 SH SOLE 61502 0 0 VERRA MOBILITY CORP CL A COM STK 92511U102 36113896 2134391 SH SOLE 2134391 0 0 VIRTUS INVT PARTNERS INC COM 92828Q109 21392792 112363 SH SOLE 112363 0 0 VISA INC COM CL A 92826C839 558453393 2476951 SH SOLE 2227724 78340 170887 WASTE CONNECTIONS INC COM 94106B101 1208300273 8688432 SH SOLE 8319525 107690 261217 WATSCO INC COM 942622200 4707495 14796 SH SOLE 14796 0 0 WEX INC COM 96208T104 17687276 96184 SH SOLE 75198 0 20986 WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 16119454 343845 SH SOLE 260089 0 83756 WINGSTOP INC COM 974155103 18396185 100208 SH SOLE 80424 0 19784 WNS HLDGS LTD SPON ADR 92932M101 129886620 1394082 SH SOLE 1324125 0 69957 WORKDAY INC CL A 98138H101 722890 3500 SH SOLE 3500 0 0 WYNDHAM HOTELS & RESORTS INC COM 98311A105 21650324 319091 SH SOLE 319091 0 0 YANDEX N V SHS CLASS A N97284108 0 1359718 SH SOLE 1326974 0 32744 YETI HLDGS INC COM 98585X104 4292080 107302 SH SOLE 107302 0 0 ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 5724541 231669 SH SOLE 231669 0 0 ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105 61301762 2138931 SH SOLE 2069407 0 69524