0001062993-26-002395.txt : 20260507
0001062993-26-002395.hdr.sgml : 20260507
20260507144835
ACCESSION NUMBER: 0001062993-26-002395
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20260331
FILED AS OF DATE: 20260507
DATE AS OF CHANGE: 20260507
EFFECTIVENESS DATE: 20260507
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: WCM INVESTMENT MANAGEMENT, LLC
CENTRAL INDEX KEY: 0001061186
ORGANIZATION NAME:
EIN: 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: 26952380
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
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0001061186
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03-31-2026
03-31-2026
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WCM INVESTMENT MANAGEMENT, LLC
281 BROOKS STREET
LAGUNA BEACH
CA
92651
13F HOLDINGS REPORT
028-07104
000104702
801-11916
N
David Joerger
Chief Compliance Officer
949-380-0200
/s/ David Joerger
Laguna Beach
CA
05-07-2026
1
291
43812770555
false
1
First Trust Advisors LP
INFORMATION TABLE
2
form13fInfoTable.xml
FORM 13F INFORMATION TABLE
AAON INC
COM PAR $0.004
000360206
20007581
255786
SH
SOLE
209145
0
46641
ACI WORLDWIDE INC
COM
004498101
20813746
516342
SH
SOLE
454673
0
61669
ACM RESH INC
COM CL A
00108J109
70290586
1853166
SH
SOLE
1836594
0
16572
ACM RESH INC
COM CL A
00108J109
292364
7708
SH
DFND
1
7708
0
0
ADDUS HOMECARE CORP
COM
006739106
15077583
159754
SH
SOLE
159754
0
0
ADVANCED DRAIN SYS INC DEL
COM
00790R104
14978158
113937
SH
SOLE
93052
0
20885
ADVANCED ENERGY INDS
COM
007973100
29438837
98692
SH
SOLE
83019
0
15673
AECOM
COM
00766T100
682904
8207
SH
SOLE
8207
0
0
AGILYSYS INC
COM
00847J105
10230895
142155
SH
SOLE
115859
0
26296
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
14541114
119209
SH
SOLE
106692
0
12517
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
15921683
130527
SH
DFND
1
130527
0
0
ALPHABET INC
CAP STK CL A
02079K305
1062821
3886
SH
SOLE
1093
0
2793
AMAZON COM INC
COM
023135106
1239189523
6166656
SH
SOLE
5672472
0
494184
AMER SPORTS INC
COM SHS
G0260P102
4258293
137320
SH
SOLE
137320
0
0
AMERICAN HEALTHCARE REIT INC
COM SHS
398182303
160749094
3425295
SH
SOLE
3311647
0
113648
AMPHENOL CORP
CL A
032095101
236870
1988
SH
SOLE
1988
0
0
AON PLC
SHS CL A
G0403H108
632688017
1952379
SH
SOLE
1927158
0
25221
API GROUP CORP
COM STK
00187Y100
2800041
71594
SH
SOLE
71594
0
0
APOGEE THERAPEUTICS INC
COM
03770N101
5985082
76030
SH
SOLE
62066
0
13964
APPLIED INDL TECHNOLOGIES IN
COM
03820C105
33309607
129102
SH
SOLE
105099
0
24003
APPLOVIN CORP
COM CL A
03831W108
1860995328
5001600
SH
SOLE
4618919
0
382681
ARCH CAP GROUP LTD
ORD
G0450A105
1205042680
12602412
SH
SOLE
12436166
0
166246
ARGAN INC
COM
04010E109
11829764
23016
SH
SOLE
19523
0
3493
ARROWHEAD PHARMACEUTICALS IN
COM
04280A100
9891299
171575
SH
SOLE
140075
0
31500
ASML HLDG NV
N Y REGISTRY SHS
N07059210
1910779702
1523796
SH
SOLE
1504463
0
19333
ASSURANT INC
COM
04621X108
246798
1142
SH
SOLE
1142
0
0
ATRICURE INC
COM
04963C209
10166846
359761
SH
SOLE
297831
0
61930
AVERY DENNISON CORP
COM
053611109
1681332
9999
SH
SOLE
9999
0
0
AVIENT CORPORATION
COM
05368V106
15088507
424550
SH
SOLE
341365
0
83185
AXOGEN INC
COM
05463X106
17524480
559530
SH
SOLE
461400
0
98130
AXOS FINANCIAL INC
COM
05465C100
7903934
95366
SH
SOLE
95366
0
0
AXSOME THERAPEUTICS INC.
COM
05464T104
17304629
107817
SH
SOLE
95047
0
12770
BAIDU INC
SPON ADR REP A
056752108
30935533
290202
SH
SOLE
266769
0
23433
BAIDU INC
SPON ADR REP A
056752108
17492314
164093
SH
DFND
1
164093
0
0
BAKER HUGHES COMPANY
CL A
05722G100
235014
3873
SH
SOLE
3873
0
0
BIO-TECHNE CORP
COM
09073M104
10332230
198544
SH
SOLE
161525
0
37019
BIOMARIN PHARMACEUTICAL INC
COM
09061G101
1031696
18830
SH
SOLE
18830
0
0
BOOT BARN HLDGS INC
COM
099406100
18613699
133012
SH
SOLE
109735
0
23277
BRIDGEBIO PHARMA INC
COM
10806X102
11651301
167983
SH
SOLE
144824
0
23159
BRITISH AMERN TOB PLC
SPONSORED ADR
110448107
137657777
2362818
SH
SOLE
2346978
0
15840
BROOKDALE SR LIVING INC
COM
112463104
171680854
12812004
SH
SOLE
12677313
0
134691
BROOKFIELD CORP
CL A LTD VT SH
11271J107
19300410
498461
SH
SOLE
481572
0
16889
BROOKFIELD CORP
CL A LTD VT SH
11271J107
23439384
605356
SH
DFND
1
605356
0
0
BROWN & BROWN INC
COM
115236101
1407071
21561
SH
SOLE
21561
0
0
BUNGE GLOBAL SA
COM SHS
H11356104
20415182
161666
SH
SOLE
140297
0
21369
BUNGE GLOBAL SA
COM SHS
H11356104
20779374
164550
SH
DFND
1
164550
0
0
BWX TECHNOLOGIES INC
COM
05605H100
3355699
17515
SH
SOLE
8034
0
9481
C H ROBINSON WORLDWIDE IN
COM NEW
12541W209
579922309
3581536
SH
SOLE
3274541
0
306995
CACI INTL INC
CL A
127190304
511009
915
SH
SOLE
340
0
575
CADRE HLDGS INC
COM
12763L105
6970074
237158
SH
SOLE
237158
0
0
CAMECO CORP
COM
13321L108
15981439
155401
SH
SOLE
152808
0
2593
CAMECO CORP
COM
13321L108
19360144
188255
SH
DFND
1
188255
0
0
CANADIAN NAT RES LTD MED TER
COM
136385101
221942779
4495499
SH
SOLE
4385197
0
110302
CANADIAN NAT RES LTD MED TER
COM
136385101
30940673
626710
SH
DFND
1
626710
0
0
CANADIAN PACIFIC KANSAS CITY
COM
13646K108
1246856455
16084320
SH
SOLE
15878039
0
206281
CARDINAL HEALTH INC
COM
14149Y108
826609073
4006636
SH
SOLE
3673879
0
332757
CARLISLE COS INC
COM
142339100
349974
1074
SH
SOLE
1074
0
0
CARPENTER TECHNOLOGY CORP
COM
144285103
177315783
478314
SH
SOLE
473393
0
4921
CBIZ INC
COM
124805102
4950069
183268
SH
SOLE
183268
0
0
CBRE GROUP INC
CL A
12504L109
375588
2821
SH
SOLE
2821
0
0
CCC INTELLIGENT SOLUTIONS HL
COM
12510Q100
4977631
853796
SH
SOLE
853796
0
0
CDW CORP
COM
12514G108
410045
3460
SH
SOLE
3460
0
0
CELESTICA INC
COM
15101Q207
68134615
264837
SH
SOLE
262111
0
2726
CEMEX SA EURO MTN BE 144A
SPON ADR NEW
151290889
60868796
5683361
SH
SOLE
5495000
0
188361
CEMEX SA EURO MTN BE 144A
SPON ADR NEW
151290889
625518
58405
SH
DFND
1
58405
0
0
CHEFS WHSE INC
COM
163086101
19749590
335478
SH
SOLE
262474
0
73004
CHUBB LTD SWITZ
COM
H1467J104
14823922
45563
SH
SOLE
39209
0
6354
CHUBB LTD SWITZ
COM
H1467J104
15436881
47447
SH
DFND
1
47447
0
0
CHURCHILL DOWNS INC
COM
171484108
2029988
23643
SH
SOLE
0
0
23643
COGNEX CORP
COM
192422103
11489548
250099
SH
SOLE
250099
0
0
COMFORT SYS USA INC
COM
199908104
148577560
116698
SH
SOLE
113919
0
2779
COMPANHIA DE SANEAMENTO BASI
SPONSORED ADR
20441A102
29729921
1010191
SH
SOLE
909153
0
101038
COMPANHIA DE SANEAMENTO BASI
SPONSORED ADR
20441A102
34986266
1188796
SH
DFND
1
1188796
0
0
COMPASS INC
CL A
20464U100
41138311
6014373
SH
SOLE
5952444
0
61929
CORNING INC
COM
219350105
1042138010
8106869
SH
SOLE
7388518
0
718351
CORTEVA INC
COM
22052L104
722711696
8712618
SH
SOLE
7938252
0
774366
COUPANG INC
CL A
22266T109
34959044
1914515
SH
SOLE
1862880
0
51635
COUPANG INC
CL A
22266T109
432506
23686
SH
DFND
1
23686
0
0
CREDICORP LTD
COM
G2519Y108
83529348
261495
SH
SOLE
253174
0
8321
CREDICORP LTD
COM
G2519Y108
470520
1473
SH
DFND
1
1473
0
0
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
G25457105
5593936
63705
SH
SOLE
61266
0
2439
CSW INDUSTRIALS INC
COM
126402106
5700696
21968
SH
SOLE
21968
0
0
CUBESMART
COM
229663109
2540679
70771
SH
SOLE
0
0
70771
CURTISS WRIGHT CORP
COM
231561101
2071261
3277
SH
SOLE
3277
0
0
CUSHMAN AND WAKEFIELD LTD
COMMON SHARES
G2717C106
9525999
799832
SH
SOLE
799832
0
0
DOLBY LABORATORIES INC
COM CL A
25659T107
716086
12287
SH
SOLE
12287
0
0
DONALDSON INC
COM
257651109
15929025
192822
SH
SOLE
156695
0
36127
DORMAN PRODS INC
COM
258278100
8780162
85610
SH
SOLE
85610
0
0
DUCOMMUN INC DEL
COM
264147109
14259150
121769
SH
SOLE
99371
0
22398
DYCOM INDS INC
COM
267475101
13498377
41568
SH
SOLE
37259
0
4309
EAST WEST BANCORP INC
COM
27579R104
4445248
42821
SH
SOLE
0
0
42821
EASTGROUP PPTYS INC
COM
277276101
20755655
113116
SH
SOLE
91272
0
21844
EBAY INC.
COM
278642103
486255
5525
SH
SOLE
1525
0
4000
ELEMENT SOLUTIONS INC
COM
28618M106
19319502
597018
SH
SOLE
597018
0
0
ELI LILLY & CO
COM
532457108
13576079
15312
SH
SOLE
15312
0
0
EMBRAER S.A.
SPONSORED ADS
29082A107
2474589
44515
SH
SOLE
4857
0
39658
EMBRAER S.A.
SPONSORED ADS
29082A107
434825
7822
SH
DFND
1
7822
0
0
ENERGY FUELS INC
COM NEW
292671708
9593629
582845
SH
SOLE
475728
0
107117
ENSIGN GROUP INC
COM
29358P101
21515617
107358
SH
SOLE
89896
0
17462
ENTEGRIS INC
COM
29362U104
2135862
19660
SH
SOLE
19660
0
0
EPLUS INC
COM
294268107
13012335
176750
SH
SOLE
176750
0
0
EVERCORE INC
CLASS A
29977A105
28564213
100148
SH
SOLE
79049
0
21099
EVOTEC AG
SPONSORED ADS
30050E105
1480334
627260
SH
SOLE
627260
0
0
FABRINET
SHS
G3323L100
13487350
27420
SH
SOLE
23371
0
4049
FEDEX CORP
COM
31428X106
17611918
51533
SH
SOLE
51533
0
0
FERGUSON ENTERPRISES INC
COMMON STOCK NEW
31488V107
972523462
4348417
SH
SOLE
4291475
0
56942
FIGMA INC
CLASS A COM STK
316841105
1209600
60000
SH
SOLE
60000
0
0
FIREFLY AEROSPACE INC
COM
31816X106
8048041
340730
SH
SOLE
340730
0
0
FORGENT POWER SOLUTIONS INC
COM SHS CL A
34631F102
17483432
625078
SH
SOLE
509776
0
115302
FTAI AVIATION LTD
SHS
G3730V105
1623510
7097
SH
SOLE
7097
0
0
FUTU HLDGS LTD
SPON ADS CL A
36118L106
369938
2816
SH
SOLE
2816
0
0
GALLAGHER ARTHUR J & CO
COM
363576109
510184738
2362513
SH
SOLE
2158519
0
203994
GDS HLDGS LTD
SPONSORED ADS
36165L108
68091706
1733937
SH
SOLE
1715696
0
18241
GE AEROSPACE
COM NEW
369604301
625719001
2289914
SH
SOLE
2094320
0
195594
GENIUS SPORTS LIMITED
SHARES CL A
G3934V109
4775266
1126242
SH
SOLE
1101535
0
24707
GENIUS SPORTS LIMITED
SHARES CL A
G3934V109
7594667
1791195
SH
DFND
1
1791195
0
0
GLAUKOS CORP
COM
377322102
9810769
93427
SH
SOLE
80175
0
13252
GLOBUS MED INC
CL A
379577208
16964639
203145
SH
SOLE
166193
0
36952
GODADDY INC
CL A
380237107
270923633
3314456
SH
SOLE
3025066
0
289390
GRAB HOLDINGS LIMITED
CLASS A ORD
G4124C109
3608528
1022246
SH
SOLE
1022246
0
0
GRACO INC
COM
384109104
1642046
19798
SH
SOLE
19798
0
0
GROUP 1 AUTOMOTIVE INC
COM
398905109
5048964
15359
SH
SOLE
15359
0
0
GUARDANT HEALTH INC
COM
40131M109
14630812
169731
SH
SOLE
154829
0
14902
GUIDEWIRE SOFTWARE INC
COM
40171V100
1388722
9584
SH
SOLE
9584
0
0
HAGERTY INC
CL A COM
405166109
105041
10023
SH
SOLE
10023
0
0
HALEON PLC
SPON ADS
405552100
17250590
1725059
SH
SOLE
1654930
0
70129
HAYWARD HLDGS INC
COM
421298100
9208429
701862
SH
SOLE
701862
0
0
HEALTHEQUITY INC
COM
42226A107
15755869
193371
SH
SOLE
186455
0
6916
HENRY JACK & ASSOC INC
COM
426281101
996928
6373
SH
SOLE
6373
0
0
HILLMAN SOLUTIONS CORP
COM
431636109
11021920
1382926
SH
SOLE
1382926
0
0
HUBSPOT INC
COM
443573100
1064200
4475
SH
SOLE
4475
0
0
HUNTINGTON INGALLS INDS INC
COM
446413106
16291191
44140
SH
SOLE
44140
0
0
HUYA INC
ADS REP SHS A
44852D108
249162
82504
SH
SOLE
82504
0
0
ICF INTL INC
COM
44925C103
7329993
111415
SH
SOLE
111415
0
0
ICICI BANK LIMITED
ADR
45104G104
1316095461
52226010
SH
SOLE
50080259
0
2145751
ICICI BANK LIMITED
ADR
45104G104
400327
15886
SH
DFND
1
15886
0
0
ICU MED INC
COM
44930G107
11534458
91996
SH
SOLE
91996
0
0
IDEAYA BIOSCIENCES INC
COM
45166A102
5711100
181593
SH
SOLE
173998
0
7595
IDEX CORP
COM
45167R104
511754
2789
SH
SOLE
2789
0
0
ILLUMINA INC
COM
452327109
715578530
5923173
SH
SOLE
5446378
0
476795
INSIGHT ENTERPRISES INC
COM
45765U103
6125425
95071
SH
SOLE
95071
0
0
INSMED INC
COM PAR $.01
457669307
2408197
15707
SH
SOLE
15707
0
0
INSTALLED BLDG PRODS INC
COM
45780R101
16870040
65502
SH
SOLE
52133
0
13369
INTER & CO INC
CLASS A COM
G4R20B107
79398707
10378916
SH
SOLE
10091212
0
287704
INTER & CO INC
CLASS A COM
G4R20B107
464454
60713
SH
DFND
1
60713
0
0
INTERACTIVE BROKERS GROUP IN
COM CL A
45841N107
570535
8958
SH
SOLE
4258
0
4700
INTERPARFUMS INC
COM
458334109
8776207
97039
SH
SOLE
97039
0
0
IRHYTHM HOLDINGS INC
COM
450056106
12343588
108078
SH
SOLE
93458
0
14620
ISHARES INC
MSCI SAUDI ARABIA
464286772
404070
24744
SH
SOLE
24744
0
0
ISHARES TR
MSCI INDIA ETF
464287465
9239085
98215
SH
SOLE
98215
0
0
ISHARES TR
RUSSELL 1000 GROWTH
464287614
15204
37
SH
SOLE
37
0
0
ISHARES TR
MSCI ACWI EX US ETF
464288257
9455296
70462
SH
SOLE
70462
0
0
ISHARES TR
CORE MSCI EAFE ETF
46429B598
18727438
412317
SH
SOLE
412317
0
0
ISHARES TR
MSCI SAUDI ARABIA
46434V423
24050
620
SH
SOLE
620
0
0
ISHARES TR
MSCI FRONTIER&SEL EM
46436E718
843229
8377
SH
SOLE
8377
0
0
ITRON INC
COM
465741106
7312239
87175
SH
SOLE
87175
0
0
JACOBS SOLUTIONS INC
COM
46982L108
255840
2050
SH
SOLE
2050
0
0
JANUS LIVING INC
CL A-1
471024109
354795
15500
SH
SOLE
0
0
15500
JBT MAREL CORPORATION
COM
477839104
797398
6494
SH
SOLE
6494
0
0
JONES LANG LASALLE INC
COM
48020Q107
2566080
8640
SH
SOLE
8640
0
0
KADANT INC
COM
48282T104
6576686
23085
SH
SOLE
23085
0
0
KANZHUN LIMITED
SPONSORED ADS
48553T106
9343043
700378
SH
SOLE
637842
0
62536
KANZHUN LIMITED
SPONSORED ADS
48553T106
11065036
829463
SH
DFND
1
829463
0
0
KARMAN HLDGS INC
COMMON STOCK
485924104
10902097
145711
SH
SOLE
118995
0
26716
KASPI KZ JSC
SPONSORED ADS
48581R205
32329933
447659
SH
SOLE
422561
0
25098
KASPI KZ JSC
SPONSORED ADS
48581R205
8937442
123753
SH
DFND
1
123753
0
0
KB FINL GROUP INC
SPONSORED ADR
48241A105
24496731
251197
SH
SOLE
220913
0
30284
KLA CORP
COM NEW
482480100
6791233
4912
SH
SOLE
4912
0
0
KRATOS DEFENSE & SEC SOLUTIO
COM NEW
50077B207
14483608
221869
SH
SOLE
190138
0
31731
KYMERA THERAPEUTICS INC
COM
501575104
12111242
152381
SH
SOLE
135319
0
17062
LANDSTAR SYS INC
COM
515098101
9450091
60207
SH
SOLE
60207
0
0
LIGAND PHARMACEUTICALS INC
COM NEW
53220K504
8602917
44658
SH
SOLE
36446
0
8212
LIMBACH HLDGS INC
COM
53263P105
6067473
78381
SH
SOLE
78381
0
0
LINDE PLC
SHS
G54950103
1615098022
3234984
SH
SOLE
3097439
0
137545
LIVE OAK BANCSHARES INC
COM
53803X105
4954542
153534
SH
SOLE
153534
0
0
LLOYDS BANKING GROUP PLC
SPONSORED ADR
539439109
128227970
26548234
SH
SOLE
26075221
0
473013
LPL FINL HLDGS INC
COM
50212V100
520630729
1734395
SH
SOLE
1596112
0
138283
MADRIGAL PHARMACEUTICALS INC
COM
558868105
11905810
23560
SH
SOLE
21477
0
2083
MANHATTAN ASSOCIATES INC
COM
562750109
979755
7510
SH
SOLE
7510
0
0
MARKEL GROUP INC
COM
570535104
607447
322
SH
SOLE
322
0
0
MASCO CORP
COM
574599106
1309593
22348
SH
SOLE
22348
0
0
MASTEC INC
COM
576323109
2928341
9576
SH
SOLE
9576
0
0
MCKESSON CORP
COM
58155Q103
801801225
932121
SH
SOLE
852365
0
79756
MDA SPACE LTD
COM
55293N109
15616388
661720
SH
SOLE
661720
0
0
MEDLINE INC
COM CL A
58507V107
307662315
7218731
SH
SOLE
6600140
0
618591
MEDTRONIC PLC
SHS
G5960L103
965922318
11265714
SH
SOLE
11120660
0
145054
MELCO RESORTS AND ENTMNT LTD
ADR
585464100
21654721
3894734
SH
SOLE
3767212
0
127522
MERCADOLIBRE INC
COM
58733R102
437184
270
SH
SOLE
270
0
0
MERCURY SYS INC
COM
589378108
15321975
219324
SH
SOLE
179691
0
39633
META PLATFORMS INC
CL A
30303M102
11518224
21474
SH
SOLE
21474
0
0
MICROSOFT CORP
COM
594918104
690754676
1924322
SH
SOLE
1761293
0
163029
MIZUHO FINANCIAL GROUP INC
SPONSORED ADR
60687Y109
7013557
919208
SH
SOLE
626929
0
292279
MKS INC.
COM
55306N104
2550896
12120
SH
SOLE
12120
0
0
MOLINA HEALTHCARE INC
COM
60855R100
900175
6847
SH
SOLE
6847
0
0
NATERA INC
COM
632307104
1239310
6633
SH
SOLE
6633
0
0
NEBIUS GROUP N.V.
SHS CLASS A
N97284108
28767683
311811
SH
SOLE
279353
0
32458
NEBIUS GROUP N.V.
SHS CLASS A
N97284108
26204516
284029
SH
DFND
1
284029
0
0
NEXTPOWER INC
CLASS A COM
65290E101
10567164
93922
SH
SOLE
80334
0
13588
NOVANTA INC
COM
67000B104
21128831
186832
SH
SOLE
151731
0
35101
NOVARTIS AG
SPONSORED ADR
66987V109
220003745
1463180
SH
SOLE
1446276
0
16904
NOVO-NORDISK A S
ADR
670100205
11962463
338976
SH
SOLE
332376
0
6600
NOVO-NORDISK A S
ADR
670100205
16657621
472021
SH
DFND
1
472021
0
0
NU HLDGS LTD
ORD SHS CL A
G6683N103
983568814
72803021
SH
SOLE
71837046
0
965975
NU HLDGS LTD
ORD SHS CL A
G6683N103
461691
34174
SH
DFND
1
34174
0
0
NVIDIA CORPORATION
COM
67066G104
771194256
4669094
SH
SOLE
4300475
0
368619
OMNICELL COM
COM
68213N109
9782996
302411
SH
SOLE
246941
0
55470
PALVELLA THERAPEUTICS INC NE
COM
697947109
4422416
39964
SH
SOLE
38545
0
1419
PATHWARD FINANCIAL INC
COM
59100U108
5487999
62463
SH
SOLE
62463
0
0
PAYPAY CORP
SPONSORED ADS
70450C101
24237961
1173183
SH
SOLE
1173183
0
0
PDD HOLDINGS INC
SPONSORED ADS
722304102
25363425
257706
SH
SOLE
244322
0
13384
PDD HOLDINGS INC
SPONSORED ADS
722304102
8278008
84109
SH
DFND
1
84109
0
0
PENNANT GROUP INC
COM
70805E109
9883720
327927
SH
SOLE
327927
0
0
PERFORMANCE FOOD GROUP CO
COM
71377A103
15900401
188684
SH
SOLE
154525
0
34159
PHILIP MORRIS INTL INC
COM
718172109
1777490432
10783780
SH
SOLE
10724438
0
59342
PLANET FITNESS MASTER ISSUER
CL A
72703H101
19548330
265134
SH
SOLE
212812
0
52322
POWER INTEGRATIONS INC
COM
739276103
7513713
156928
SH
SOLE
156928
0
0
PRIMERICA INC
COM
74164M108
15320438
62011
SH
SOLE
43731
0
18280
PRIMORIS SVCS CORP
COM
74164F103
16695706
124224
SH
SOLE
97794
0
26430
PTC INC
COM
69370C100
1146609
8210
SH
SOLE
8210
0
0
PTC THERAPEUTICS INC
COM
69366J200
6215255
94687
SH
SOLE
91283
0
3404
QCR HLDGS INC
COM
74727A104
6017720
71300
SH
SOLE
71300
0
0
QUAKER HOUGHTON
COM
747316107
9774916
78526
SH
SOLE
78526
0
0
QXO INC
COM NEW
82846H405
1975621
108491
SH
SOLE
108491
0
0
RADNET INC
COM
750491102
14346250
257378
SH
SOLE
219181
0
38197
RAMBUS INC DEL
COM
750917106
13156885
165018
SH
SOLE
140938
0
24080
REGAL REXNORD CORPORATION
COM
758750103
19632440
110177
SH
SOLE
89440
0
20737
REINSURANCE GROUP AMER INC
COM NEW
759351604
566803349
2830620
SH
SOLE
2628084
0
202536
RENTOKIL INITIAL PLC
SPONSORED ADR
760125104
8443923
276216
SH
SOLE
182354
0
93862
REVOLUTION MEDICINES INC
COM
76155X100
9733530
104989
SH
SOLE
92299
0
12690
REXFORD INDL RLTY INC
COM
76169C100
1778116
54510
SH
SOLE
0
0
54510
RH
COM
74967X103
12713262
96298
SH
SOLE
80064
0
16234
RHYTHM PHARMACEUTICALS INC
COM
76243J105
6227895
80620
SH
SOLE
77772
0
2848
RLI CORP
COM
749607107
1677590
29262
SH
SOLE
29262
0
0
ROBINHOOD MKTS INC
COM CL A
770700102
176490812
2708576
SH
SOLE
2479438
0
229138
ROCKET LAB CORP
COM
773121108
1807355
31498
SH
SOLE
31498
0
0
RUBRIK INC.
CL A
781154109
1882408
41299
SH
SOLE
14127
0
27172
SAIA INC
COM
78709Y105
20686792
61566
SH
SOLE
50852
0
10714
SANDISK CORP
COM
80004C200
1525713
2665
SH
SOLE
0
0
2665
SAP SE
SPON ADR
803054204
140283828
833584
SH
SOLE
817422
0
16162
SEA LTD
SPONSORD ADS
81141R100
2642357085
33742269
SH
SOLE
32770401
0
971868
SEA LTD
SPONSORD ADS
81141R100
329372
4206
SH
DFND
1
4206
0
0
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
G7997R103
1575429570
4346852
SH
SOLE
4289584
0
57268
SEMTECH CORP
COM
816850101
13193055
186844
SH
SOLE
142438
0
44406
SERVICETITAN INC
SHS CL A
81764X103
10700540
176431
SH
SOLE
151385
0
25046
SHARKNINJA INC
COM SHS
G8068L108
77418810
793063
SH
SOLE
751510
0
41553
SHOPIFY INC
CL A SUB VTG SHS
82509L107
746905596
6682523
SH
SOLE
6598063
0
84460
SITEONE LANDSCAPE SUPPLY INC
COM
82982L103
15479469
119082
SH
SOLE
97958
0
21124
SKYWARD SPECIALTY INS GROUP
COM
830940102
9027752
206443
SH
SOLE
206443
0
0
SLB LIMITED
COM STK
806857108
23688032
459694
SH
SOLE
393195
0
66499
SLB LIMITED
COM STK
806857108
24897750
483170
SH
DFND
1
483170
0
0
SONY GROUP CORP
SPONSORED ADR
835699307
18767250
942131
SH
SOLE
816599
0
125532
SONY GROUP CORP
SPONSORED ADR
835699307
20068623
1007461
SH
DFND
1
1007461
0
0
SPOTIFY TECHNOLOGY S A
SHS
L8681T102
1147161575
2415077
SH
SOLE
2385001
0
30076
SPROTT INC
COM NEW
852066208
17068049
127000
SH
SOLE
127000
0
0
STERLING INFRASTRUCTURE INC
COM
859241101
8859858
23160
SH
SOLE
16393
0
6767
STEWART INFORMATION SVCS COR
COM
860372101
6199573
101466
SH
SOLE
101466
0
0
TAIWAN SEMICONDUCTOR MANUFAC
SPONSORED ADS
874039100
2952182851
9327592
SH
SOLE
8782764
0
544828
TAKE-TWO INTERACTIVE SOFTWAR
COM
874054109
1901066
9846
SH
SOLE
9846
0
0
TAPESTRY INC
COM
876030107
154763004
1130317
SH
SOLE
1117071
0
13246
TELEDYNE TECHNOLOGIES INC
COM
879360105
2851430
4882
SH
SOLE
4882
0
0
TENET HEALTHCARE CORP
COM NEW
88033G407
17809052
94729
SH
SOLE
92979
0
1750
TETRA TECH INC NEW
COM
88162G103
1448270
48665
SH
SOLE
48665
0
0
TEVA PHARMACEUTICAL INDS LTD
SPONSORED ADS
881624209
1124665337
39670735
SH
SOLE
39403915
0
266820
TEVA PHARMACEUTICAL INDS LTD
SPONSORED ADS
881624209
32598673
1149865
SH
DFND
1
1149865
0
0
TEXAS ROADHOUSE INC
COM
882681109
22138338
136387
SH
SOLE
110280
0
26107
TOAST INC
CL A
888787108
1434838
55059
SH
SOLE
55059
0
0
TOPBUILD COR
COM
89055F103
17723014
52843
SH
SOLE
44032
0
8811
TOWER SEMICONDUCTOR LTD
SHS NEW
M87915274
3442772
21710
SH
SOLE
21710
0
0
TRIUMPH FINANCIAL INC
COM
89679E300
6645304
117512
SH
SOLE
117512
0
0
TYLER TECHNOLOGIES INC
COM
902252105
1027544
3012
SH
SOLE
3012
0
0
UBS GROUP AG
SHS
H42097107
196333832
5354072
SH
SOLE
5200512
0
153560
UBS GROUP AG
SHS
H42097107
18193014
496128
SH
DFND
1
496128
0
0
UMB FINL CORP
COM
902788108
19627471
178464
SH
SOLE
135050
0
43414
URANIUM ENERGY CORP
COM
916896103
3709100
296254
SH
SOLE
283869
0
12385
VALERO ENERGY CORP
COM
91913Y100
637938
2549
SH
SOLE
949
0
1600
VAXCYTE INC
COM
92243G108
6190200
112631
SH
SOLE
92041
0
20590
VERRA MOBILITY CORP
CL A COM STK
92511U102
12056655
852663
SH
SOLE
852663
0
0
VERTEX PHARMACEUTICALS INC
COM
92532F100
496933478
1121341
SH
SOLE
1023413
0
97928
VIKING HOLDINGS LTD
ORD SHS
G93A5A101
3652697
53363
SH
SOLE
53363
0
0
VISA INC
COM CL A
92826C839
618506716
2064855
SH
SOLE
1880925
0
183930
VISTA ENERGY S.A.B. DE C.V.
SPONSORED ADS
92837L109
21252270
277626
SH
SOLE
277626
0
0
VISTA ENERGY S.A.B. DE C.V.
SPONSORED ADS
92837L109
459300
6000
SH
DFND
1
6000
0
0
WASTE CONNECTIONS INC
COM
94106B101
627271557
3875396
SH
SOLE
3824357
0
51039
WATSCO INC
COM
942622200
1517759
4350
SH
SOLE
4350
0
0
WELLTOWER INC
COM
95040Q104
636088780
3256983
SH
SOLE
2979893
0
277090
WESTERN DIGITAL CORP
COM
958102105
1651410723
6561810
SH
SOLE
6013086
0
548724
WHEATON PRECIOUS METALS CORP
COM
962879102
6122903
49498
SH
SOLE
49498
0
0
WHITE MTNS INS GROUP LTD
COM
G9618E107
13152191
5995
SH
SOLE
5995
0
0
WINGSTOP INC
COM
974155103
14459149
93502
SH
SOLE
76634
0
16868
YETI HLDGS INC
COM
98585X104
9089781
255906
SH
SOLE
255906
0
0
ZEBRA TECHNOLOGIES CORPORATI
CL A
989207105
1116479
5602
SH
SOLE
5602
0
0