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WCM Investment Management LLC
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CRD # | 104702 |
SEC # | 801-11916 |
CIK # | 0001061186 |
AUM | $66.6 BB (2024-03-15) |
Employees | 93 (46% Investors, 14% Brokers) |
Phone | 949-380-0200 |
Address | 281 Brooks Street Laguna Beach, CA 92651-2974 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($BB) |
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CIK | Period |
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0001061186 | |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
Canadian Pacific Railway Ltd/Cn | 65.2 | 2.4 | |
Icon PLC /Adr/ | 17.9 | 2.1 | |
ASML Holding NV | 197.4 | 1.7 | |
Progressive Waste Solutions Ltd | 31.3 | 1.6 | |
Linde PLC | 147.5 | 1.5 | |
Taiwan Semiconductor Manufacturing Co Ltd | 437.4 | 1.5 | |
Arch Capital Group Ltd | 16.8 | 1.4 | |
Nu Holdings Ltd | 17.7 | 1.3 | |
Atlassian Corp PLC | 48.8 | 1.3 | |
MercadoLibre Inc | 33.5 | 1.2 | |
Amazon Com Inc | 1,093.0 | 1.2 | |
Sea Ltd | 40.4 | 1.1 | |
Coupang Inc | 22.4 | 1.1 | |
Spotify Technology Sa | 19.1 | 1.0 | |
Aon Corp | 56.4 | 1.0 | |
Steris PLC | 20.5 | 1.0 | |
Mondaycom Ltd | 5.0 | 1.0 | |
General Electric Co | 72.5 | 0.9 | |
Microsoft Corp | 1,918.2 | 0.9 | |
Applovin Corp | 13.7 | 0.8 | |
Nvidia Corp | 399.6 | 0.8 | |
Datadog Inc | 30.7 | 0.7 | |
Entegris Inc | 14.1 | 0.7 | |
Gallagher Arthur J & Co | 34.3 | 0.7 | |
Booz Allen Hamilton Holding Corp | 11.6 | 0.7 | |
McKesson Corp | 46.2 | 0.7 | |
UnitedHealth Group Inc | 477.0 | 0.6 | |
Novo Nordisk A S | 245.3 | 0.6 | |
VISA Inc | 419.3 | 0.6 | |
Prev | Page 1 | Next |
Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
Other | WCM Focused International Opportunities Fund LP | 2024-03-15 | 0.0 | |
PE | WCM Partners Spv-U | 2024-03-15 | 2.6 | |
HF | WCM Partners Lp/De | [2023-03-17] | 167.2 | 159.4 |
PE | WCM Partners SPV I LP | [2023-03-17] | 20.0 | 23.1 |
HF | WCM Focused Global Growth Long-Short Offshore Fund LP | [2019-03-26] | 140.0 | 229.7 |
Other | WCM International Small Cap Growth Fund LP | 2018-03-20 | 179.0 | |
Other | WCM Focused Global Growth Fund LP | [2017-03-24] | 945.5 | 290.2 |
Other | WCM Focused Emerging Markets Fund LP | [2014-07-24] | 148.1 | 186.0 |
Other | WCM Focused International Growth Fund LP | [2013-07-19] | 5,208.2 | 4,928.1 |
Other | WCM Investment Management Small-Cap Value Fund LP | [2012-02-28] | 19.9 | 10.7 |
View All |
AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 3,757 | 1.6 |
(b) Individuals (high net worth individuals) | 1,255 | 4.1 |
(c) Banking or thrift institutions | 1 | 0.0 |
(d) Investment companies | 36 | 27.7 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 119 | 12.1 |
(g) Pension and profit sharing plans | 104 | 5.6 |
(h) Charitable organizations | 259 | 2.1 |
(i) State or municipal government entities | 45 | 5.9 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 1 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 3 | 2.9 |
(m) Corporations or other businesses not listed above | 374 | 4.6 |
(n) Other | 0 | 0.0 |
Total | 5,954 | 66.6 |
By Discretionary | ||
Discretionary | 5,954 | 66.6 |
Non-Discretionary | 0 | 0.0 |
Total | 5,954 | 66.6 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 66.6 | |
Total | 5,954 | 66.6 |
Form D Directors | # Filings | # Firms | 2011 - 2024 | |
---|---|---|---|---|
David Brewer | 10 | |||
James Owens | 6 | |||
Sloane Payne | 12 | |||
Paul Black | 10 | |||
Michael Trigg | 9 | |||
David Joerger | 7 | |||
Kurt Winrich | 7 | |||
WCM Investment Management LLC | 5 | |||
Lee Rydzeski | 4 | |||
L Rydzeski | 1 | |||
View All |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001061186] | |
SC 13G | [0001061186] |
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---|---|---|
Metropolitan West Asset Management LLC
✚
|
CA | 102.8 |
General Atlantic Service Company LP
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|
NY | 85.1 |
Fort Washington Investment Advisors Inc
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TCW Asset Management Company LLC
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William Blair & Company LLC
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IL | 50.0 |
MIO Partners Inc
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NY | 47.8 |
Select Equity Group LP
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NY | 46.6 |
Apogem Capital LLC
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NY | 41.8 |
Investure LLC
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VA | 32.2 |
First Manhattan Co LLC
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|
NY | 31.8 |