David Joerger
@Wcm Investment Management, Llc
Latest period2024 - Q3ReportedManaged Assets$44.124BTotal holdings289
Assets growth rate4.31%Assets growth rate (2-Q avg)2.43%Continuous growth in asset value8 quarters
Portfolio positions
This chart displays the top 10 holdings in Wcm Investment Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 289 positions.
Assets under management
The assets under management (AUM) of Wcm Investment Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 44.124B in assets, with a quarterly growth rate of 4.31% and a 2-quarter average growth rate of 2.43%. The portfolio is managed by David Joerger, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
CPCanadian Pacific Kansas City
| 4.69% | $2.065B 24.17M shares@ $85.45 avg price | Decreased -20.2% |
SESea Ltd
| 4.47% | $1.971B 20.902M shares@ $94.31 avg price | Increased 35.87% |
IBNIcici Bank Limited
| 4.37% | $1.928B 63.001M shares@ $30.61 avg price | Decreased -0.89% |
ICLRIcon Plc
| 4.31% | $1.901B 6.654M shares@ $285.62 avg price | Decreased -0.28% |
TSMTaiwan Semiconductor Mfg Ltd
| 3.93% | $1.733B 9.738M shares@ $177.98 avg price | Increased 14.14% |
LINLinde Plc
| 3.73% | $1.642B 3.424M shares@ $479.51 avg price | Decreased -0.89% |
ACGLArch Cap Group Ltd
| 3.59% | $1.58B 13.933M shares@ $113.41 avg price | Decreased -0.35% |
SPOTSpotify Technology S A
| 3.25% | $1.43B 3.874M shares@ $369.2 avg price | Increased 18.54% |
NUNu Hldgs Ltd
| 3.15% | $1.387B 100.032M shares@ $13.87 avg price | Decreased -0.46% |
APPApplovin Corp
| 3.14% | $1.382B 10.82M shares@ $127.76 avg price | Increased 10.51% |