0001062993-20-002219.txt : 20200508 0001062993-20-002219.hdr.sgml : 20200508 20200508164915 ACCESSION NUMBER: 0001062993-20-002219 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200508 DATE AS OF CHANGE: 20200508 EFFECTIVENESS DATE: 20200508 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: 20861357 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 13F-HR LIVE false true false 0001061186 XXXXXXXX 03-31-2020 03-31-2020 WCM INVESTMENT MANAGEMENT, LLC

281 BROOKS STREET LAGUNA BEACH CA 92651

13F HOLDINGS REPORT 028-07104 N Tom Rydzeski 949-715-5721 Tom Rydzeski Laguna Beach CA 05-08-2020 0 180 18111529 false INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE ACADIA PHARMACEUTICALS INC COM 004225108 4126 97661 SH SOLE 97661 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1165702 7140160 SH SOLE 7129082 0 11078 ACI WORLDWIDE INC COM 004498101 4970 205790 SH SOLE 205790 0 0 ADDUS HOMECARE CORP COM 006739106 10470 154878 SH SOLE 154878 0 0 AFFILIATED MANAGERS GROUP IN COM 008252108 346 5850 SH SOLE 5850 0 0 ALCON INC ORD SHS H01301128 234432 4612978 SH SOLE 4591106 0 21872 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 34637 178100 SH SOLE 178100 0 0 AMAZON COM INC COM 023135106 2071 1062 SH SOLE 1062 0 0 AMERICAN WOODMARK CORPORATIO COM 030506109 4565 100165 SH SOLE 100165 0 0 AMERICAS CAR MART INC COM 03062T105 12758 226415 SH SOLE 226415 0 0 AMERICOLD RLTY TR COM 03064D108 6463 189850 SH SOLE 189850 0 0 AMN HEALTHCARE SVCS INC COM 001744101 3474 60091 SH SOLE 60091 0 0 AMPHENOL CORP NEW CL A 032095101 105286 1444648 SH SOLE 1354947 89701 0 ANSYS INC COM 03662Q105 144817 622947 SH SOLE 585858 37089 0 ARAMARK COM 03852U106 367 18378 SH SOLE 18378 0 0 ARROWHEAD PHARMACEUTICALS IN COM 04280A100 3125 108633 SH SOLE 108633 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 1069144 4086318 SH SOLE 4079439 0 6879 ATRICURE INC COM 04963C209 4625 137695 SH SOLE 137695 0 0 AXON ENTERPRISE INC COM 05464C101 7744 109429 SH SOLE 109429 0 0 AXSOME THERAPEUTICS INC COM 05464T104 2090 35521 SH SOLE 35521 0 0 AZUL S A SPONSR ADR PFD 05501U106 3007 295128 SH SOLE 295128 0 0 BEACON ROOFING SUPPLY INC COM 073685109 9458 571845 SH SOLE 571845 0 0 BIOHAVEN PHARMACTL HLDG CO L COM G11196105 2025 59515 SH SOLE 59515 0 0 BLACKLINE INC COM 09239B109 6376 121184 SH SOLE 121184 0 0 BOOT BARN HLDGS INC COM 099406100 4765 368576 SH SOLE 368576 0 0 BOSTON SCIENTIFIC CORP COM 101137107 110437 3384521 SH SOLE 3175814 208707 0 BRIDGEBIO PHARMA INC COM 10806X102 1920 66223 SH SOLE 66223 0 0 BRIGHTVIEW HLDGS INC COM 10948C107 5157 466296 SH SOLE 466296 0 0 BRINKS CO COM 109696104 6319 121386 SH SOLE 121386 0 0 BROWN & BROWN INC COM 115236101 696 19215 SH SOLE 19215 0 0 CABOT MICROELECTRONICS CORP COM 12709P103 14243 124788 SH SOLE 124788 0 0 CALLAWAY GOLF CO COM 131193104 4321 422837 SH SOLE 422837 0 0 CANADIAN NATL RY CO COM 136375102 127842 1646813 SH SOLE 1537388 109425 0 CANADIAN PAC RY LTD COM 13645T100 1264845 5760029 SH SOLE 5750946 0 9083 CARLISLE COS INC COM 142339100 258 2062 SH SOLE 2062 0 0 CARMAX INC COM 143130102 350 6505 SH SOLE 6505 0 0 CASEYS GEN STORES INC COM 147528103 5876 44353 SH SOLE 44353 0 0 CASS INFORMATION SYS INC COM 14808P109 5943 169016 SH SOLE 169016 0 0 CDK GLOBAL INC COM 12508E101 333 10142 SH SOLE 10142 0 0 CHARLES RIV LABS INTL INC COM 159864107 6355 50355 SH SOLE 50355 0 0 CHASE CORP COM 16150R104 3988 48467 SH SOLE 48467 0 0 CHUBB LIMITED COM H1467J104 955399 8554031 SH SOLE 8468008 74300 11723 CHURCH & DWIGHT INC COM 171340102 101573 1582631 SH SOLE 1483673 98958 0 COHERUS BIOSCIENCES INC COM 19249H103 1972 121554 SH SOLE 121554 0 0 COOPER COS INC COM NEW 216648402 107097 388498 SH SOLE 364432 24066 0 COSTCO WHSL CORP NEW COM 22160K105 130790 458704 SH SOLE 430747 27957 0 CRANE CO COM 224399105 10907 221781 SH SOLE 221781 0 0 CREDICORP LTD COM G2519Y108 4295 30019 SH SOLE 30019 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 171856 1190140 SH SOLE 1117910 72230 0 CYBERARK SOFTWARE LTD SHS M2682V108 4780 55869 SH SOLE 55869 0 0 DORMAN PRODUCTS INC COM 258278100 7074 127995 SH SOLE 127995 0 0 ECOLAB INC COM 278865100 148509 953023 SH SOLE 895954 57069 0 ELASTIC N V ORD SHS N14506104 6255 112070 SH SOLE 112070 0 0 ELDORADO RESORTS INC COM 28470R102 2438 169321 SH SOLE 169321 0 0 EMCOR GROUP INC COM 29084Q100 9174 149613 SH SOLE 149613 0 0 EMERALD HOLDING INC COM 29103W104 557 215197 SH SOLE 215197 0 0 EMERGENT BIOSOLUTIONS INC COM 29089Q105 5734 99096 SH SOLE 99096 0 0 ENERSYS COM 29275Y102 15304 309041 SH SOLE 309041 0 0 ENSTAR GROUP LIMITED SHS G3075P101 14618 91911 SH SOLE 91911 0 0 EPAM SYS INC COM 29414B104 8997 48457 SH SOLE 48457 0 0 EPLUS INC COM 294268107 15658 250044 SH SOLE 250044 0 0 ETSY INC COM 29786A106 5770 150098 SH SOLE 150098 0 0 EVO PMTS INC CL A COM 26927E104 3975 259806 SH SOLE 259806 0 0 EXACT SCIENCES CORP COM 30063P105 5842 100723 SH SOLE 100723 0 0 FAIR ISAAC CORP COM 303250104 65778 213779 SH SOLE 198393 15386 0 FAR PT ACQUISITION CORP COM CL A 30734W109 2521 249095 SH SOLE 249095 0 0 FATE THERAPEUTICS INC COM 31189P102 2520 113474 SH SOLE 113474 0 0 FERRARI N V COM N3167Y103 115760 740201 SH SOLE 736319 0 3882 FIRST REP BK SAN FRANCISCO C COM 33616C100 143921 1749157 SH SOLE 1644807 104350 0 FLIR SYS INC COM 302445101 3949 123823 SH SOLE 123823 0 0 F M C CORP COM NEW 302491303 281 3442 SH SOLE 3442 0 0 FOCUS FINL PARTNERS INC COM CL A 34417P100 16057 697825 SH SOLE 697825 0 0 GLOBANT S A COM L44385109 9301 105839 SH SOLE 105839 0 0 GLOBE LIFE INC COM 37959E102 420 5842 SH SOLE 5842 0 0 GODADDY INC CL A 380237107 401 7017 SH SOLE 7017 0 0 GRACO INC COM 384109104 162268 3329946 SH SOLE 3127852 202094 0 GRAPHIC PACKAGING HLDG CO COM 388689101 391 32040 SH SOLE 32040 0 0 GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B 40051E202 4410 46849 SH SOLE 46849 0 0 HALOZYME THERAPEUTICS INC COM 40637H109 3483 193619 SH SOLE 193619 0 0 HDFC BANK LTD SPONSORED ADS 40415F101 879630 22871281 SH SOLE 22646261 194743 30277 HEADHUNTER GROUP PLC SPONSORED ADS 42207L106 3717 232724 SH SOLE 232724 0 0 HEALTHCARE SVCS GROUP INC COM 421906108 18709 782466 SH SOLE 782466 0 0 HEICO CORP NEW CL A 422806208 94203 1474233 SH SOLE 1383273 90960 0 HELEN OF TROY CORP LTD COM G4388N106 206 1431 SH SOLE 1431 0 0 HEMISPHERE MEDIA GROUP INC CL A 42365Q103 6213 727500 SH SOLE 727500 0 0 ICON PLC SHS G4705A100 520034 3823779 SH SOLE 3817982 0 5797 IDEX CORP COM 45167R104 238 1723 SH SOLE 1723 0 0 IDEXX LABS INC COM 45168D104 70465 290890 SH SOLE 269867 21023 0 ILLUMINA INC COM 452327109 123520 452254 SH SOLE 424057 28197 0 INGEVITY CORP COM 45688C107 4510 128132 SH SOLE 128132 0 0 INSMED INC COM PAR $.01 457669307 1620 101060 SH SOLE 101060 0 0 INSPIRE MED SYS INC COM 457730109 5421 89935 SH SOLE 89935 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 100842 1248808 SH SOLE 1171593 77215 0 IOVANCE BIOTHERAPEUTICS INC COM 462260100 5811 194138 SH SOLE 194138 0 0 ISHARES TR MSCI EAFE ETF 464287465 10359 193766 SH SOLE 193766 0 0 ISHARES TR MSCI INDIA ETF 46429B598 4919 204040 SH SOLE 204040 0 0 JOHN BEAN TECHNOLOGIES CORP COM 477839104 5604 75459 SH SOLE 75459 0 0 JONES LANG LASALLE INC COM 48020Q107 17820 176473 SH SOLE 176473 0 0 KAR AUCTION SVCS INC COM 48238T109 9492 791032 SH SOLE 791032 0 0 KURA ONCOLOGY INC COM 50127T109 2334 234560 SH SOLE 234560 0 0 LANDSTAR SYS INC COM 515098101 6546 68291 SH SOLE 68291 0 0 LHC GROUP INC COM 50187A107 7216 51473 SH SOLE 51473 0 0 LIGAND PHARMACEUTICALS INC COM NEW 53220K504 2431 33426 SH SOLE 33426 0 0 LINCOLN ELEC HLDGS INC COM 533900106 333 4833 SH SOLE 4833 0 0 LIVEPERSON INC COM 538146101 6424 282377 SH SOLE 282377 0 0 LULULEMON ATHLETICA INC COM 550021109 1267154 6685064 SH SOLE 6640872 35045 9147 MANHATTAN ASSOCS INC COM 562750109 9664 193974 SH SOLE 193974 0 0 MARKEL CORP COM 570535104 318 343 SH SOLE 343 0 0 MARRIOTT VACTINS WORLDWID CO COM 57164Y107 5554 99921 SH SOLE 99921 0 0 MAXIMUS INC COM 577933104 4765 81879 SH SOLE 81879 0 0 MEDALLIA INC COM 584021109 4472 223169 SH SOLE 223169 0 0 MERCADOLIBRE INC COM 58733R102 1013418 2074211 SH SOLE 2051984 19580 2647 MERCURY SYS INC COM 589378108 6300 88314 SH SOLE 88314 0 0 MERIT MED SYS INC COM 589889104 6023 192735 SH SOLE 192735 0 0 METTLER TOLEDO INTERNATIONAL COM 592688105 864309 1251697 SH SOLE 1239829 10156 1712 MSA SAFETY INC COM 553498106 3709 36654 SH SOLE 36654 0 0 MSCI INC COM 55354G100 127387 440845 SH SOLE 413967 26878 0 NATERA INC COM 632307104 3437 115103 SH SOLE 115103 0 0 NATUS MED INC DEL COM 639050103 10416 450316 SH SOLE 450316 0 0 NEENAH INC COM 640079109 3097 71807 SH SOLE 71807 0 0 NETFLIX INC COM 64110L106 6493 17291 SH SOLE 17291 0 0 NICE LTD SPONSORED ADR 653656108 202 1410 SH SOLE 1410 0 0 NUVASIVE INC COM 670704105 4470 88234 SH SOLE 88234 0 0 OMNICELL INC COM 68213N109 5980 91189 SH SOLE 91189 0 0 PAYLOCITY HLDG CORP COM 70438V106 4855 54972 SH SOLE 54972 0 0 PENUMBRA INC COM 70975L107 6858 42513 SH SOLE 42513 0 0 PERFORMANCE FOOD GROUP CO COM 71377A103 6105 246967 SH SOLE 246967 0 0 PLANET FITNESS INC CL A 72703H101 6109 125448 SH SOLE 125448 0 0 PLURALSIGHT INC COM CL A 72941B106 3912 356241 SH SOLE 356241 0 0 PRIMERICA INC COM 74164M108 5496 62109 SH SOLE 62109 0 0 PROOFPOINT INC COM 743424103 3450 33626 SH SOLE 33626 0 0 PROS HOLDINGS INC COM 74346Y103 3500 112794 SH SOLE 112794 0 0 PTC INC COM 69370C100 253 4126 SH SOLE 4126 0 0 REATA PHARMACEUTICALS INC CL A 75615P103 1715 11882 SH SOLE 11882 0 0 REGIS CORP MINN COM 758932107 2791 472338 SH SOLE 472338 0 0 REPLIGEN CORP COM 759916109 5031 52112 SH SOLE 52112 0 0 RESMED INC COM 761152107 1203174 8168740 SH SOLE 8155916 0 12824 REXFORD INDL RLTY INC COM 76169C100 6553 159792 SH SOLE 159792 0 0 ROGERS CORP COM 775133101 4110 43534 SH SOLE 43534 0 0 SEI INVESTMENTS CO COM 784117103 311 6716 SH SOLE 6716 0 0 SEMTECH CORP COM 816850101 7965 212401 SH SOLE 212401 0 0 SHERWIN WILLIAMS CO COM 824348106 106845 232514 SH SOLE 218043 14471 0 SHOCKWAVE MED INC COM 82489T104 3826 115296 SH SOLE 115296 0 0 SHOPIFY INC CL A 82509L107 1372004 3290730 SH SOLE 3248119 38700 3911 SIMULATIONS PLUS INC COM 829214105 1515 43373 SH SOLE 43373 0 0 SMITH & NEPHEW GROUP PLC SPDN ADR NEW 83175M205 236210 6585160 SH SOLE 6555075 0 30085 SMITH A O CORP COM 831865209 541 14315 SH SOLE 14315 0 0 SONY CORP SPONSORED ADR 835699307 268 4528 SH SOLE 4528 0 0 SP PLUS CORP COM 78469C103 9051 436184 SH SOLE 436184 0 0 STERIS PLC SHS USD G8473T100 710953 5079325 SH SOLE 5071103 0 8222 STRYKER CORP COM 863667101 237387 1425836 SH SOLE 1337307 88529 0 SYNOPSYS INC COM 871607107 1090 8461 SH SOLE 8461 0 0 TABULA RASA HEALTHCARE INC COM 873379101 6499 124299 SH SOLE 124299 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1384263 28965549 SH SOLE 28711834 213011 40704 TANDEM DIABETES CARE INC COM NEW 875372203 7466 116016 SH SOLE 116016 0 0 TELADOC HEALTH INC COM 87918A105 3943 25438 SH SOLE 25438 0 0 TETRA TECH INC NEW COM 88162G103 6604 93520 SH SOLE 93520 0 0 TEXAS ROADHOUSE INC COM 882681109 5642 136610 SH SOLE 136610 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 136650 481842 SH SOLE 452159 29683 0 TRADEWEB MKTS INC CL A 892672106 578 13741 SH SOLE 13741 0 0 TREX CO INC COM 89531P105 4766 59466 SH SOLE 59466 0 0 ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 2736 61571 SH SOLE 61571 0 0 UNIFIRST CORP MASS COM 904708104 17311 114574 SH SOLE 114574 0 0 UNIVERSAL FST PRODS INC COM 913543104 6328 170130 SH SOLE 170130 0 0 US ECOLOGY INC COM 91734M103 4672 153682 SH SOLE 153682 0 0 VAIL RESORTS INC COM 91879Q109 315 2131 SH SOLE 2131 0 0 VERISK ANALYTICS INC COM 92345Y106 125799 902560 SH SOLE 846746 55814 0 VERRA MOBILITY CORP COM 92511U102 9583 1342165 SH SOLE 1342165 0 0 VIRTUS INVT PARTNERS INC COM 92828Q109 10762 141406 SH SOLE 141406 0 0 VISA INC COM CL A 92826C839 220508 1368596 SH SOLE 1286849 81747 0 WATSCO INC COM 942622200 376 2382 SH SOLE 2382 0 0 WEST PHARMACEUTICAL SVSC INC COM 955306105 214797 1410819 SH SOLE 1325455 85364 0 WINGSTOP INC COM 974155103 7645 95921 SH SOLE 95921 0 0 WIX COM LTD SHS M98068105 4262 42278 SH SOLE 42278 0 0 WNS HOLDINGS LTD SPON ADR 92932M101 20454 475883 SH SOLE 475883 0 0 WOODWARD INC COM 980745103 3237 54463 SH SOLE 54463 0 0 WORKDAY INC CL A 98138H101 456 3500 SH SOLE 3500 0 0 XP INC CL A G98239109 2200 114030 SH SOLE 114030 0 0 YANDEX N V SHS CLASS A N97284108 19837 582585 SH SOLE 582585 0 0 ZEBRA TECHNOLOGIES CORP CL A 989207105 416 2265 SH SOLE 2265 0 0