# EDGAR Filing Document

**Accession Number:** 0001061186
**File Stem:** 0001062993-25-013207
**Filing Date:** 2025-7
**Character Count:** 26245
**Document Hash:** 85924a11b59ab9ac92e1bf2d9dbde4a3
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001062993-25-013207.hdr.sgml**: 20250729

**ACCESSION NUMBER**: 0001062993-25-013207

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250729

**DATE AS OF CHANGE**: 20250728

**EFFECTIVENESS DATE**: 20250729

**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:** 251156846

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** WCM INVESTMENT MANAGEMENT LLC<br>**Address:** 281 BROOKS STREET<br>LAGUNA BEACH, CA 92651

**Form 13F File Number:** 028-07104

**CRD Number (if applicable):** 000104702

**SEC File Number (if applicable):** 801-11916

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** David Joerger<br>**Title:** Chief Compliance Officer<br>**Phone:** 949-380-0200

**Signature, Place, and Date of Signing:**

/s/ David Joerger  LAGUNA BEACH, CA  07-28-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 1

**Form 13F Information Table Entry Total:** 219

**Form 13F Information Table Value Total:** $43814029971

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

| No.   | Name                    | Form 13F File Number   |
|:---|:---|:---|
|  | First Trust Advisors LP |  |

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AAON INC | COM PAR $0.004 | 000360206 |  | 15364267 | 208782 | SH |  | SOLE |  | 169121 | 0 | 39661 |
| ACI WORLDWIDE INC | COM | 004498101 |  | 15542659 | 341672 | SH |  | SOLE |  | 270517 | 0 | 71155 |
| ADDUS HOMECARE CORP | COM | 006739106 |  | 56300587 | 489060 | SH |  | SOLE |  | 477908 | 0 | 11152 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 |  | 3018215 | 26457 | SH |  | SOLE |  | 26457 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 1377912844 | 6170680 | SH |  | SOLE |  | 5572522 | 61280 | 536878 |
| AMER SPORTS INC | COM SHS | G0260P102 |  | 5532245 | 140555 | SH |  | SOLE |  | 140555 | 0 | 0 |
| AMERICAN WOODMARK CORPORATIO | COM | 030506109 |  | 12595498 | 236802 | SH |  | SOLE |  | 230920 | 0 | 5882 |
| AMERICAS CAR-MART INC | COM | 03062T105 |  | 16823671 | 302095 | SH |  | SOLE |  | 294733 | 0 | 7362 |
| AMPHENOL CORP NEW | CL A | 032095101 |  | 204521 | 2094 | SH |  | SOLE |  | 2094 | 0 | 0 |
| AON PLC | SHS CL A | G0403H108 |  | 719654935 | 2040243 | SH |  | SOLE |  | 2017115 | 0 | 23128 |
| API GROUP CORP | COM STK | 00187Y100 |  | 5672819 | 111516 | SH |  | SOLE |  | 111516 | 0 | 0 |
| APPLIED INDL TECHNOLOGIES IN | COM | 03820C105 |  | 33052895 | 142660 | SH |  | SOLE |  | 115249 | 0 | 27411 |
| APPLOVIN CORP | COM CL A | 03831W108 |  | 1955758209 | 5859423 | SH |  | SOLE |  | 5290304 | 57928 | 511191 |
| ARCH CAP GROUP LTD | ORD | G0450A105 |  | 1206107039 | 13353709 | SH |  | SOLE |  | 13202885 | 0 | 150824 |
| ARGAN INC | COM | 04010E109 |  | 16344701 | 74382 | SH |  | SOLE |  | 74382 | 0 | 0 |
| ASHLAND INC | COM | 044186104 |  | 13858135 | 273336 | SH |  | SOLE |  | 267621 | 0 | 5715 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 |  | 1232326595 | 1548246 | SH |  | SOLE |  | 1531259 | 0 | 16987 |
| ASTRAZENECA PLC | SPONSORED ADR | 046353108 |  | 185317791 | 2653082 | SH |  | SOLE |  | 2624226 | 0 | 28856 |
| ATLASSIAN CORPORATION | CL A | 049468101 |  | 685588431 | 3388634 | SH |  | SOLE |  | 3349653 | 0 | 38981 |
| ATRICURE INC | COM | 04963C209 |  | 10571635 | 327498 | SH |  | SOLE |  | 259880 | 0 | 67618 |
| AVIENT CORPORATION | COM | 05368V106 |  | 15332996 | 466900 | SH |  | SOLE |  | 372195 | 0 | 94705 |
| AXSOME THERAPEUTICS INC | COM | 05464T104 |  | 12368678 | 119666 | SH |  | SOLE |  | 103751 | 0 | 15915 |
| AZEK CO INC | CL A | 05478C105 |  | 26701185 | 486715 | SH |  | SOLE |  | 475984 | 0 | 10731 |
| BAIDU INC | SPON ADR REP A | 056752108 |  | 1587979 | 18437 | SH |  | SOLE |  | 18437 | 0 | 0 |
| BALL CORP | COM | 058498106 |  | 273983 | 4857 | SH |  | SOLE |  | 4857 | 0 | 0 |
| BILL HOLDINGS INC | COM | 090043100 |  | 21151543 | 464155 | SH |  | SOLE |  | 371774 | 0 | 92381 |
| BIOHAVEN LTD | COM | G1110E107 |  | 4113266 | 291928 | SH |  | SOLE |  | 241978 | 0 | 49950 |
| BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 |  | 513357 | 9305 | SH |  | SOLE |  | 9305 | 0 | 0 |
| BOOT BARN HLDGS INC | COM | 099406100 |  | 24695699 | 159791 | SH |  | SOLE |  | 129179 | 0 | 30612 |
| BOOZ ALLEN HAMILTON HLDG COR | CL A | 099502106 |  | 2506184 | 24365 | SH |  | SOLE |  | 24365 | 0 | 0 |
| BRIDGEBIO PHARMA INC | COM | 10806X102 |  | 12347042 | 275235 | SH |  | SOLE |  | 223816 | 0 | 51419 |
| BROOKFIELD CORP | CL A LTD VT SH | 11271J107 |  | 4937918 | 80161 | SH |  | SOLE |  | 80161 | 0 | 0 |
| BROWN  BROWN INC | COM | 115236101 |  | 4884638 | 44576 | SH |  | SOLE |  | 44576 | 0 | 0 |
| CADRE HLDGS INC | COM | 12763L105 |  | 16993324 | 530544 | SH |  | SOLE |  | 517199 | 0 | 13345 |
| CANADIAN NAT RES LTD | COM | 136385101 |  | 145715506 | 4633243 | SH |  | SOLE |  | 4607395 | 0 | 25848 |
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 |  | 1310158644 | 16730413 | SH |  | SOLE |  | 16540163 | 0 | 190250 |
| CARLISLE COS INC | COM | 142339100 |  | 409154 | 1093 | SH |  | SOLE |  | 1093 | 0 | 0 |
| CARMAX INC | COM | 143130102 |  | 2596801 | 38991 | SH |  | SOLE |  | 38991 | 0 | 0 |
| CARPENTER TECHNOLOGY CORP | COM | 144285103 |  | 55424374 | 200944 | SH |  | SOLE |  | 200944 | 0 | 0 |
| CASELLA WASTE SYS INC | CL A | 147448104 |  | 19281331 | 167213 | SH |  | SOLE |  | 139587 | 0 | 27626 |
| CBRE GROUP INC | CL A | 12504L109 |  | 527971 | 3788 | SH |  | SOLE |  | 3788 | 0 | 0 |
| CDW CORP | COM | 12514G108 |  | 514666 | 2901 | SH |  | SOLE |  | 2901 | 0 | 0 |
| CELESTICA INC | COM | 15101Q207 |  | 136485606 | 893991 | SH |  | SOLE |  | 870120 | 0 | 23871 |
| CGI INC | CL A SUB VTG | 12532H104 |  | 2065153 | 19986 | SH |  | SOLE |  | 19986 | 0 | 0 |
| CHEFS WHSE INC | COM | 163086101 |  | 23813649 | 374841 | SH |  | SOLE |  | 291642 | 0 | 83199 |
| CHEMED CORP NEW | COM | 16359R103 |  | 356312 | 637 | SH |  | SOLE |  | 637 | 0 | 0 |
| CHUBB LIMITED | COM | H1467J104 |  | 2842361 | 9969 | SH |  | SOLE |  | 9969 | 0 | 0 |
| CHURCHILL DOWNS INC | COM | 171484108 |  | 20161027 | 199713 | SH |  | SOLE |  | 161605 | 0 | 38108 |
| CI INC | COM CL A | G21307106 |  | 7842792 | 1359236 | SH |  | SOLE |  | 1359236 | 0 | 0 |
| COMFORT SYS USA INC | COM | 199908104 |  | 26531720 | 49592 | SH |  | SOLE |  | 46021 | 0 | 3571 |
| COMMSCOPE HLDG CO INC | COM | 20337X109 |  | 137243 | 16737 | SH |  | SOLE |  | 16737 | 0 | 0 |
| COMMVAULT SYS INC | COM | 204166102 |  | 22724438 | 130353 | SH |  | SOLE |  | 107171 | 0 | 23182 |
| COMPANHIA DE SANEAMENTO BASI | SPONSORED ADR | 20441A102 |  | 4509053 | 215024 | SH |  | SOLE |  | 215024 | 0 | 0 |
| CORTEVA INC | COM | 22052L104 |  | 672835708 | 9044706 | SH |  | SOLE |  | 8099076 | 97780 | 847850 |
| COUPANG INC | CL A | 22266T109 |  | 1514880129 | 49168456 | SH |  | SOLE |  | 48547194 | 0 | 621262 |
| CREDICORP LTD | COM | G2519Y108 |  | 60268506 | 269176 | SH |  | SOLE |  | 257022 | 0 | 12154 |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | G25457105 |  | 15337876 | 164059 | SH |  | SOLE |  | 135948 | 0 | 28111 |
| CSW INDUSTRIALS INC | COM | 126402106 |  | 17953110 | 61950 | SH |  | SOLE |  | 60427 | 0 | 1523 |
| CUBESMART | COM | 229663109 |  | 2998567 | 70771 | SH |  | SOLE |  | 0 | 0 | 70771 |
| CURTISS WRIGHT CORP | COM | 231561101 |  | 2938393 | 6025 | SH |  | SOLE |  | 6025 | 0 | 0 |
| CUSHMAN WAKEFIELD PLC | SHS | G2717B108 |  | 25152131 | 2259850 | SH |  | SOLE |  | 2204350 | 0 | 55500 |
| DORMAN PRODS INC | COM | 258278100 |  | 24851568 | 199900 | SH |  | SOLE |  | 195525 | 0 | 4375 |
| DYNATRACE INC | COM NEW | 268150109 |  | 2688842 | 48986 | SH |  | SOLE |  | 48986 | 0 | 0 |
| EAST WEST BANCORP INC | COM | 27579R104 |  | 4329631 | 42821 | SH |  | SOLE |  | 0 | 0 | 42821 |
| EASTGROUP PPTYS INC | COM | 277276101 |  | 16953882 | 101187 | SH |  | SOLE |  | 77783 | 0 | 23404 |
| ELASTIC N V | ORD SHS | N14506104 |  | 2166643 | 26202 | SH |  | SOLE |  | 26202 | 0 | 0 |
| ELEMENT SOLUTIONS INC | COM | 28618M106 |  | 38287154 | 1679998 | SH |  | SOLE |  | 1643266 | 0 | 36732 |
| ELI LILLY  CO | COM | 532457108 |  | 13177222 | 16993 | SH |  | SOLE |  | 16993 | 0 | 0 |
| EMCOR GROUP INC | COM | 29084Q100 |  | 5830453 | 10988 | SH |  | SOLE |  | 10988 | 0 | 0 |
| ENSIGN GROUP INC | COM | 29358P101 |  | 37837886 | 246742 | SH |  | SOLE |  | 241358 | 0 | 5384 |
| ENTEGRIS INC | COM | 29362U104 |  | 2978284 | 36153 | SH |  | SOLE |  | 36153 | 0 | 0 |
| EPLUS INC | COM | 294268107 |  | 31716475 | 433226 | SH |  | SOLE |  | 422450 | 0 | 10776 |
| EVERCORE INC | CLASS A | 29977A105 |  | 29688740 | 110404 | SH |  | SOLE |  | 86741 | 0 | 23663 |
| EVOTEC AG | SPONSORED ADS | 30050E105 |  | 1239293 | 297907 | SH |  | SOLE |  | 297907 | 0 | 0 |
| FERRARI N V | COM | N3167Y103 |  | 222560543 | 453188 | SH |  | SOLE |  | 447238 | 0 | 5950 |
| FIRST WATCH RESTAURANT GROUP | COM | 33748L101 |  | 11871958 | 736931 | SH |  | SOLE |  | 593379 | 0 | 143552 |
| FIVE9 INC | COM | 338307101 |  | 14929290 | 558313 | SH |  | SOLE |  | 449985 | 0 | 108328 |
| FRESHPET INC | COM | 358039105 |  | 189651625 | 2773090 | SH |  | SOLE |  | 2471416 | 27040 | 274634 |
| FRESHWORKS INC | CLASS A COM | 358054104 |  | 13310331 | 898133 | SH |  | SOLE |  | 898133 | 0 | 0 |
| FTAI AVIATION LTD | SHS | G3730V105 |  | 30693799 | 258801 | SH |  | SOLE |  | 248489 | 0 | 10312 |
| FULL TRUCK ALLIANCE CO LTD | SPONSORED ADS | 35969L108 |  | 545457 | 46186 | SH |  | SOLE |  | 46186 | 0 | 0 |
| GALLAGHER ARTHUR J  CO | COM | 363576109 |  | 783097137 | 2464662 | SH |  | SOLE |  | 2215313 | 25610 | 223739 |
| GE AEROSPACE | COM NEW | 369604301 |  | 607935821 | 2388652 | SH |  | SOLE |  | 2150796 | 24600 | 213256 |
| GE VERNOVA INC | COM | 36828A101 |  | 342690307 | 659451 | SH |  | SOLE |  | 600126 | 6140 | 53185 |
| GITLAB INC | CLASS A COM | 37637K108 |  | 15066423 | 333771 | SH |  | SOLE |  | 269573 | 0 | 64198 |
| GLAUKOS CORP | COM | 377322102 |  | 10433075 | 102870 | SH |  | SOLE |  | 87021 | 0 | 15849 |
| GODADDY INC | CL A | 380237107 |  | 660978807 | 3670677 | SH |  | SOLE |  | 3320510 | 35960 | 314207 |
| GRAB HOLDINGS LIMITED | CLASS A ORD | G4124C109 |  | 4524929 | 919701 | SH |  | SOLE |  | 919701 | 0 | 0 |
| GRACO INC | COM | 384109104 |  | 3155588 | 36629 | SH |  | SOLE |  | 36629 | 0 | 0 |
| GREEN BRICK PARTNERS INC | COM | 392709101 |  | 9646109 | 152315 | SH |  | SOLE |  | 122452 | 0 | 29863 |
| GRUPO AEROPUERTO DEL PACIFIC | SPON ADS B | 400506101 |  | 1137818 | 5008 | SH |  | SOLE |  | 5008 | 0 | 0 |
| HALEON PLC | SPON ADS | 405552100 |  | 4353798 | 419441 | SH |  | SOLE |  | 419441 | 0 | 0 |
| HAYWARD HLDGS INC | COM | 421298100 |  | 25696875 | 1860744 | SH |  | SOLE |  | 1819575 | 0 | 41169 |
| HEALTHEQUITY INC | COM | 42226A107 |  | 26109876 | 248950 | SH |  | SOLE |  | 203651 | 0 | 45299 |
| HILLMAN SOLUTIONS CORP | COM | 431636109 |  | 21112659 | 2956955 | SH |  | SOLE |  | 2884309 | 0 | 72646 |
| HUBSPOT INC | COM | 443573100 |  | 1586916 | 2882 | SH |  | SOLE |  | 2882 | 0 | 0 |
| ICF INTL INC | COM | 44925C103 |  | 8224619 | 97610 | SH |  | SOLE |  | 95225 | 0 | 2385 |
| ICICI BANK LIMITED | ADR | 45104G104 |  | 1844356299 | 54453980 | SH |  | SOLE |  | 51966975 | 214770 | 2272235 |
| ICON PLC | SHS | G4705A100 |  | 28904194 | 199946 | SH |  | SOLE |  | 199946 | 0 | 0 |
| ICU MED INC | COM | 44930G107 |  | 31191644 | 236623 | SH |  | SOLE |  | 231435 | 0 | 5188 |
| IDEAYA BIOSCIENCES INC | COM | 45166A102 |  | 5123201 | 239738 | SH |  | SOLE |  | 198097 | 0 | 41641 |
| IDEX CORP | COM | 45167R104 |  | 319492 | 1812 | SH |  | SOLE |  | 1812 | 0 | 0 |
| ILLUMINA INC | COM | 452327109 |  | 419585186 | 4426471 | SH |  | SOLE |  | 4002098 | 43600 | 380773 |
| INSIGHT ENTERPRISES INC | COM | 45765U103 |  | 17897821 | 132547 | SH |  | SOLE |  | 129781 | 0 | 2766 |
| INSMED INC | COM PAR $.01 | 457669307 |  | 15320067 | 153986 | SH |  | SOLE |  | 134258 | 0 | 19728 |
| INSPIRE MED SYS INC | COM | 457730109 |  | 14662157 | 110733 | SH |  | SOLE |  | 89112 | 0 | 21621 |
| INSTALLED BLDG PRODS INC | COM | 45780R101 |  | 20369411 | 114076 | SH |  | SOLE |  | 93851 | 0 | 20225 |
| INTER  CO INC | CLASS A COM | G4R20B107 |  | 64122723 | 8724180 | SH |  | SOLE |  | 8403911 | 0 | 320269 |
| INTERPARFUMS INC | COM | 458334109 |  | 23075148 | 174931 | SH |  | SOLE |  | 171080 | 0 | 3851 |
| IRHYTHM TECHNOLOGIES INC | COM | 450056106 |  | 11938971 | 77170 | SH |  | SOLE |  | 62100 | 0 | 15070 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 704982 | 7891 | SH |  | SOLE |  | 7891 | 0 | 0 |
| ISHARES TR | MSCI ACWI ETF | 464288257 |  | 180792 | 1412 | SH |  | SOLE |  | 1412 | 0 | 0 |
| ISHARES TR | MSCI SAUDI ARBIA | 46434V423 |  | 53794 | 1406 | SH |  | SOLE |  | 1406 | 0 | 0 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 843480 | 8377 | SH |  | SOLE |  | 8377 | 0 | 0 |
| JONES LANG LASALLE INC | COM | 48020Q107 |  | 5173376 | 20133 | SH |  | SOLE |  | 20133 | 0 | 0 |
| KANZHUN LIMITED | SPONSORED ADS | 48553T106 |  | 3068332 | 169334 | SH |  | SOLE |  | 169334 | 0 | 0 |
| KARMAN HLDGS INC | COMMON STOCK | 485924104 |  | 17149958 | 339805 | SH |  | SOLE |  | 272379 | 0 | 67426 |
| KASPI KZ JSC | SPONSORED ADS | 48581R205 |  | 17462351 | 202650 | SH |  | SOLE |  | 193950 | 0 | 8700 |
| KLAVIYO INC | COM SER A | 49845K101 |  | 20463403 | 619165 | SH |  | SOLE |  | 499191 | 0 | 119974 |
| LANCASTER COLONY CORP | COM | 513847103 |  | 16892922 | 98329 | SH |  | SOLE |  | 96143 | 0 | 2186 |
| LANDSTAR SYS INC | COM | 515098101 |  | 23839220 | 170964 | SH |  | SOLE |  | 167271 | 0 | 3693 |
| LANTHEUS HLDGS INC | COM | 516544103 |  | 11073758 | 135891 | SH |  | SOLE |  | 109639 | 0 | 26252 |
| LEXINFINTECH HLDGS LTD | ADR | 528877103 |  | 143839 | 19731 | SH |  | SOLE |  | 19731 | 0 | 0 |
| LINDE PLC | SHS | G54950103 |  | 1577623588 | 3401590 | SH |  | SOLE |  | 3241867 | 13910 | 145813 |
| LPL FINL HLDGS INC | COM | 50212V100 |  | 631664418 | 1730777 | SH |  | SOLE |  | 1563574 | 17100 | 150103 |
| MAREX GROUP PLC | ORD | G5S37H101 |  | 17929001 | 448113 | SH |  | SOLE |  | 448113 | 0 | 0 |
| MARKEL GROUP INC | COM | 570535104 |  | 524172 | 264 | SH |  | SOLE |  | 264 | 0 | 0 |
| MASCO CORP | COM | 574599106 |  | 2887714 | 45001 | SH |  | SOLE |  | 45001 | 0 | 0 |
| MCKESSON CORP | COM | 58155Q103 |  | 710054576 | 978333 | SH |  | SOLE |  | 881155 | 10040 | 87138 |
| MERCADOLIBRE INC | COM | 58733R102 |  | 1268978384 | 495685 | SH |  | SOLE |  | 490032 | 0 | 5653 |
| MERCURY SYS INC | COM | 589378108 |  | 18943672 | 354684 | SH |  | SOLE |  | 276233 | 0 | 78451 |
| MERIDIANLINK INC | COMMON STOCK | 58985J105 |  | 17057739 | 1049707 | SH |  | SOLE |  | 1023914 | 0 | 25793 |
| META PLATFORMS INC | CL A | 30303M102 |  | 17505879 | 23862 | SH |  | SOLE |  | 23862 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 986183207 | 1988513 | SH |  | SOLE |  | 1789296 | 20440 | 178777 |
| MKS INC. | COM | 55306N104 |  | 3711778 | 37040 | SH |  | SOLE |  | 37040 | 0 | 0 |
| MOLINA HEALTHCARE INC | COM | 60855R100 |  | 554889 | 1868 | SH |  | SOLE |  | 1868 | 0 | 0 |
| MONDAY COM LTD | SHS | M7S64H106 |  | 1253209960 | 4069392 | SH |  | SOLE |  | 4026168 | 0 | 43224 |
| NATERA INC | COM | 632307104 |  | 1085861 | 6465 | SH |  | SOLE |  | 6465 | 0 | 0 |
| NEBIUS GROUP N.V. | SHS CLASS A | N97284108 |  | 27056592 | 521925 | SH |  | SOLE |  | 521925 | 0 | 0 |
| NOVANTA INC | COM | 67000B104 |  | 20648290 | 158833 | SH |  | SOLE |  | 128613 | 0 | 30220 |
| NOVO-NORDISK A S | ADR | 670100205 |  | 180503657 | 2634705 | SH |  | SOLE |  | 2605388 | 0 | 29317 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 |  | 978104029 | 73819172 | SH |  | SOLE |  | 72935871 | 0 | 883301 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1020800092 | 6470999 | SH |  | SOLE |  | 5837447 | 64910 | 568642 |
| OLLIES BARGAIN OUTLET HLDGS | COM | 681116109 |  | 19387472 | 145990 | SH |  | SOLE |  | 142407 | 0 | 3583 |
| ORACLE CORP | COM | 68389X105 |  | 231054 | 1099 | SH |  | SOLE |  | 1099 | 0 | 0 |
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 |  | 29427109 | 279885 | SH |  | SOLE |  | 266944 | 0 | 12941 |
| PENUMBRA INC | COM | 70975L107 |  | 11168552 | 43554 | SH |  | SOLE |  | 35138 | 0 | 8416 |
| PERFORMANCE FOOD GROUP CO | COM | 71377A103 |  | 17112718 | 195641 | SH |  | SOLE |  | 156694 | 0 | 38947 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 2041222954 | 11275606 | SH |  | SOLE |  | 11215521 | 0 | 60085 |
| PLANET FITNESS INC | CL A | 72703H101 |  | 20345923 | 187175 | SH |  | SOLE |  | 151666 | 0 | 35509 |
| POOL CORP | COM | 73278L105 |  | 2215608 | 7568 | SH |  | SOLE |  | 7568 | 0 | 0 |
| POWELL INDS INC | COM | 739128106 |  | 14177278 | 66585 | SH |  | SOLE |  | 54635 | 0 | 11950 |
| POWER INTEGRATIONS INC | COM | 739276103 |  | 14530067 | 260629 | SH |  | SOLE |  | 202638 | 0 | 57991 |
| PRIMERICA INC | COM | 74164M108 |  | 16481029 | 61375 | SH |  | SOLE |  | 47751 | 0 | 13624 |
| PTC INC | COM | 69370C100 |  | 2447062 | 14454 | SH |  | SOLE |  | 14454 | 0 | 0 |
| QUAKER HOUGHTON | COM | 747316107 |  | 12557338 | 109052 | SH |  | SOLE |  | 106383 | 0 | 2669 |
| RADNET INC | COM | 750491102 |  | 12311302 | 215534 | SH |  | SOLE |  | 180845 | 0 | 34689 |
| RAMBUS INC DEL | COM | 750917106 |  | 26681664 | 416901 | SH |  | SOLE |  | 348130 | 0 | 68771 |
| REGAL REXNORD CORPORATION | COM | 758750103 |  | 23101257 | 157677 | SH |  | SOLE |  | 126394 | 0 | 31283 |
| REINSURANCE GRP OF AMERICA I | COM NEW | 759351604 |  | 521343053 | 2639979 | SH |  | SOLE |  | 2399699 | 24630 | 215650 |
| RELX PLC | SPONSORED ADR | 759530108 |  | 3528312 | 65582 | SH |  | SOLE |  | 65582 | 0 | 0 |
| REPLIGEN CORP | COM | 759916109 |  | 13574796 | 109864 | SH |  | SOLE |  | 98336 | 0 | 11528 |
| REVOLUTION MEDICINES INC | COM | 76155X100 |  | 9515915 | 257814 | SH |  | SOLE |  | 217732 | 0 | 40082 |
| REXFORD INDL RLTY INC | COM | 76169C100 |  | 1974897 | 54510 | SH |  | SOLE |  | 0 | 0 | 54510 |
| RH | COM | 74967X103 |  | 20176456 | 105730 | SH |  | SOLE |  | 86898 | 0 | 18832 |
| RLI CORP | COM | 749607107 |  | 3202910 | 44909 | SH |  | SOLE |  | 44909 | 0 | 0 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 |  | 959424935 | 11555160 | SH |  | SOLE |  | 10405033 | 118640 | 1031487 |
| ROCKET LAB CORP | COM | 773121108 |  | 13619000 | 384935 | SH |  | SOLE |  | 310105 | 0 | 74830 |
| SAIA INC | COM | 78709Y105 |  | 19511341 | 70372 | SH |  | SOLE |  | 57964 | 0 | 12408 |
| SAP SE | SPON ADR | 803054204 |  | 368768363 | 1224778 | SH |  | SOLE |  | 1207181 | 0 | 17597 |
| SCHLUMBERGER LTD | COM STK | 806857108 |  | 1702473 | 50058 | SH |  | SOLE |  | 50058 | 0 | 0 |
| SEA LTD | SPONSORD ADS | 81141R100 |  | 4111347581 | 25807216 | SH |  | SOLE |  | 24823086 | 75970 | 908160 |
| SEMTECH CORP | COM | 816850101 |  | 23097527 | 514307 | SH |  | SOLE |  | 414378 | 0 | 99929 |
| SERVICETITAN INC | SHS CL A | 81764X103 |  | 28635556 | 265316 | SH |  | SOLE |  | 214354 | 0 | 50962 |
| SHARKNINJA INC | COM SHS | G8068L108 |  | 55571166 | 575867 | SH |  | SOLE |  | 506567 | 0 | 69300 |
| SITEONE LANDSCAPE SUPPLY INC | COM | 82982L103 |  | 16983965 | 140899 | SH |  | SOLE |  | 116837 | 0 | 24062 |
| SKYWARD SPECIALTY INS GROUP | COM | 830940102 |  | 25041230 | 439860 | SH |  | SOLE |  | 429022 | 0 | 10838 |
| SONY GROUP CORP | SPONSORED ADR | 835699307 |  | 3660644 | 139188 | SH |  | SOLE |  | 139188 | 0 | 0 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 |  | 2590496123 | 3352959 | SH |  | SOLE |  | 3315655 | 0 | 37304 |
| STERIS PLC | SHS USD | G8473T100 |  | 501247580 | 2099115 | SH |  | SOLE |  | 2075308 | 0 | 23807 |
| STERLING INFRASTRUCTURE INC | COM | 859241101 |  | 34857766 | 150567 | SH |  | SOLE |  | 122915 | 0 | 27652 |
| STRIDE INC | COM | 86333M108 |  | 17047297 | 117067 | SH |  | SOLE |  | 93643 | 0 | 23424 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 2299107779 | 10058659 | SH |  | SOLE |  | 9490275 | 0 | 568384 |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 |  | 2418263 | 10016 | SH |  | SOLE |  | 10016 | 0 | 0 |
| TAPESTRY INC | COM | 876030107 |  | 48790398 | 560101 | SH |  | SOLE |  | 560101 | 0 | 0 |
| TELEDYNE TECHNOLOGIES INC | COM | 879360105 |  | 2397072 | 4703 | SH |  | SOLE |  | 4703 | 0 | 0 |
| TENET HEALTHCARE CORP | COM NEW | 88033G407 |  | 25721722 | 148141 | SH |  | SOLE |  | 148141 | 0 | 0 |
| TETRA TECH INC NEW | COM | 88162G103 |  | 2043705 | 57343 | SH |  | SOLE |  | 57343 | 0 | 0 |
| TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | 881624209 |  | 3599311 | 214756 | SH |  | SOLE |  | 214756 | 0 | 0 |
| TEXAS ROADHOUSE INC | COM | 882681109 |  | 18052140 | 96155 | SH |  | SOLE |  | 77663 | 0 | 18492 |
| TOAST INC | CL A | 888787108 |  | 1463336 | 33341 | SH |  | SOLE |  | 33341 | 0 | 0 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 6030446 | 13950 | SH |  | SOLE |  | 13950 | 0 | 0 |
| TREX CO INC | COM | 89531P105 |  | 260186 | 4741 | SH |  | SOLE |  | 4741 | 0 | 0 |
| TRIP COM GROUP LTD | ADS | 89677Q107 |  | 30577983 | 521186 | SH |  | SOLE |  | 495920 | 0 | 25266 |
| TYLER TECHNOLOGIES INC | COM | 902252105 |  | 1593376 | 2742 | SH |  | SOLE |  | 2742 | 0 | 0 |
| UBS GROUP AG | SHS | H42097107 |  | 174613559 | 5221697 | SH |  | SOLE |  | 5148331 | 0 | 73366 |
| ULTRAGENYX PHARMACEUTICAL IN | COM | 90400D108 |  | 7686328 | 210469 | SH |  | SOLE |  | 169830 | 0 | 40639 |
| UNIFIRST CORP MASS | COM | 904708104 |  | 11818278 | 63430 | SH |  | SOLE |  | 61872 | 0 | 1558 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 393044230 | 1271535 | SH |  | SOLE |  | 1145638 | 12890 | 113007 |
| VARONIS SYS INC | COM | 922280102 |  | 21814247 | 434028 | SH |  | SOLE |  | 363069 | 0 | 70959 |
| VAXCYTE INC | COM | 92243G108 |  | 2292720 | 70372 | SH |  | SOLE |  | 65599 | 0 | 4773 |
| VERRA MOBILITY CORP | CL A COM STK | 92511U102 |  | 46362341 | 1825289 | SH |  | SOLE |  | 1784332 | 0 | 40957 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 |  | 513527571 | 1163670 | SH |  | SOLE |  | 1043959 | 12300 | 107411 |
| VIKING HOLDINGS LTD | ORD SHS | G93A5A101 |  | 6381703 | 121049 | SH |  | SOLE |  | 121049 | 0 | 0 |
| VIRTUS INVT PARTNERS INC | COM | 92828Q109 |  | 22913039 | 125078 | SH |  | SOLE |  | 121971 | 0 | 3107 |
| VISA INC | COM CL A | 92826C839 |  | 756002674 | 2168620 | SH |  | SOLE |  | 1943960 | 23000 | 201660 |
| VISTA ENERGY S.A.B. DE C.V. | SPONSORED ADS | 92837L109 |  | 36962405 | 766219 | SH |  | SOLE |  | 748312 | 0 | 17907 |
| WASTE CONNECTIONS INC | COM | 94106B101 |  | 1208669477 | 6501719 | SH |  | SOLE |  | 6189518 | 27240 | 284961 |
| WATSCO INC | COM | 942622200 |  | 2797529 | 6409 | SH |  | SOLE |  | 6409 | 0 | 0 |
| WELLTOWER INC | COM | 95040Q104 |  | 22532735 | 148115 | SH |  | SOLE |  | 148115 | 0 | 0 |
| WESTERN ALLIANCE BANCORP | COM | 957638109 |  | 18225875 | 234809 | SH |  | SOLE |  | 174421 | 0 | 60388 |
| WHITE MTNS INS GROUP LTD | COM | G9618E107 |  | 23364131 | 13097 | SH |  | SOLE |  | 12810 | 0 | 287 |
| WINGSTOP INC | COM | 974155103 |  | 15939309 | 45854 | SH |  | SOLE |  | 36871 | 0 | 8983 |
| WIX COM LTD | SHS | M98068105 |  | 23645090 | 149643 | SH |  | SOLE |  | 149643 | 0 | 0 |
| WNS HLDGS LTD | COM SHS | G98196101 |  | 23452956 | 388037 | SH |  | SOLE |  | 319037 | 0 | 69000 |
| WOLVERINE WORLD WIDE INC | COM | 978097103 |  | 10483273 | 565746 | SH |  | SOLE |  | 565746 | 0 | 0 |
| WYNDHAM HOTELS  RESORTS INC | COM | 98311A105 |  | 23560630 | 287781 | SH |  | SOLE |  | 281783 | 0 | 5998 |
| YETI HLDGS INC | COM | 98585X104 |  | 14491187 | 473723 | SH |  | SOLE |  | 463946 | 0 | 9777 |
| ZEBRA TECHNOLOGIES CORPORATI | CL A | 989207105 |  | 3244137 | 10490 | SH |  | SOLE |  | 10490 | 0 | 0 |

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