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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

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