WCM Investment Management LLC

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WCM Investment Management LLC
CRD #104702
SEC #801-11916
CIK #0001061186
AUM $66.6 BB (2024-03-15)
Employees 93 (46% Investors, 14% Brokers)
Phone949-380-0200
Address281 Brooks Street
Laguna Beach, CA 92651-2974
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
1008060402002001200920172025
CIK Period
0001061186
/
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
 
 
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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 ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 3,757 1.6
(b) Individuals (high net worth individuals) 1,255 4.1
(c) Banking or thrift institutions 1 0.0
(d) Investment companies 36 27.7
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 119 12.1
(g) Pension and profit sharing plans 104 5.6
(h) Charitable organizations 259 2.1
(i) State or municipal government entities 45 5.9
(j) Other investment advisers 0 0.0
(k) Insurance companies 1 0.0
(l) Sovereign wealth funds and foreign official institutions 3 2.9
(m) Corporations or other businesses not listed above 374 4.6
(n) Other 0 0.0
Total 5,954 66.6
By Discretionary
Discretionary 5,954 66.6
Non-Discretionary 0 0.0
Total 5,954 66.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 66.6
Total 5,954 66.6
Form D Directors # Filings # Firms 2011 - 2024
David Brewer 10
James Owens 6
Sloane Payne 12
Paul Black 10
Michael Trigg 9
David Joerger 7
Kurt Winrich 7
WCM Investment Management LLC 5
Lee Rydzeski 4
L Rydzeski 1
View All
EDGAR Form CIK 2011 - 2024
13F-HR [0001061186]
SC 13G [0001061186]
Form 13D/13G Filer Form 13D/13G Subject Filed
WCM Investment Management LLC ResMed Inc [2020-02-05]
WCM Investment Management LLC Shopify Inc [2019-02-14]
WCM Investment Management LLC Mettler Toledo International INC/ [2019-02-14]
WCM Investment Management/Ca Core Laboratories N V [2016-02-16]
WCM Investment Management/Ca Icon PLC [2016-02-16]
Comparable Firms State AUM ($BB)
Metropolitan West Asset Management LLC
CA 102.8
General Atlantic Service Company LP
NY 85.1
Fort Washington Investment Advisors Inc
OH 79.5
TCW Asset Management Company LLC
CA 64.2
William Blair & Company LLC
IL 50.0
MIO Partners Inc
NY 47.8
Select Equity Group LP
NY 46.6
Apogem Capital LLC
NY 41.8
Investure LLC
VA 32.2
First Manhattan Co LLC
NY 31.8
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