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 |
---|---|---|---|
SESea Ltd
| 4.47% | $1.971B 20.902M shares@ $94.31 avg price | Increased 35.87% |
TSMTaiwan Semiconductor Mfg Ltd
| 3.93% | $1.733B 9.738M shares@ $177.98 avg price | Increased 14.14% |
SPOTSpotify Technology S A
| 3.25% | $1.43B 3.874M shares@ $369.2 avg price | Increased 18.54% |
APPApplovin Corp
| 3.14% | $1.382B 10.82M shares@ $127.76 avg price | Increased 10.51% |
AONAon Plc
| 2.75% | $1.212B 3.486M shares@ $347.67 avg price | Increased 0.03% |
MNDYMonday Com Ltd
| 2.59% | $1.141B 4.194M shares@ $271.97 avg price | Increased 0.17% |
GEVGe Vernova Inc
| 1.45% | $639.704M 2.56M shares@ $249.86 avg price | Increased 83.1% |
RGAReinsurance Grp Of America I
| 1.2% | $527.742M 2.448M shares@ $215.61 avg price | Increased 1208.48% |
FRPTFreshpet Inc
| 0.86% | $376.187M 2.771M shares@ $135.75 avg price | Increased 749.66% |
TTEKTetra Tech Inc New
| 0.16% | $66.403M 1.431M shares@ $46.41 avg price | Increased 316.89% |