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 |
---|---|---|---|
FERGFerguson Enterprises Inc
| 0.37% | $162.762M 806,311 shares@ $201.86 avg price | New Position |
SNSharkninja Inc
| 0.06% | $23.874M 225,225 shares@ $106.0 avg price | New Position |
CRSCarpenter Technology Corp
| 0.05% | $18.868M 118,659 shares@ $159.02 avg price | New Position |
VRNSVaronis Sys Inc
| 0.04% | $17.419M 309,790 shares@ $56.24 avg price | New Position |
IBPInstalled Bldg Prods Inc
| 0.04% | $15.287M 61,051 shares@ $250.4 avg price | New Position |
CHDNChurchill Downs Inc
| 0.04% | $15.231M 113,644 shares@ $134.03 avg price | New Position |
SSDSimpson Mfg Inc
| 0.04% | $13.395M 70,065 shares@ $191.19 avg price | New Position |
SSentinelone Inc
| 0.04% | $13.342M 554,087 shares@ $24.09 avg price | New Position |
KWRQuaker Houghton
| 0.03% | $9.288M 54,149 shares@ $171.52 avg price | New Position |
TMDXTransmedics Group Inc
| 0.02% | $8.72M 54,795 shares@ $159.14 avg price | New Position |