WCM INVESTMENT MANAGEMENT, LLC recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
281 BROOKS STREET LAGUNA BEACH, CA 92651
As of the latest 13F report, the guru’s equity portfolio contained 213 stocks valued at a total of $29.98Bil. The top holdings were CP(7.53%), AON(5.11%), and MTD(4.64%).
According to GuruFocus data, these were WCM INVESTMENT MANAGEMENT, LLC’s top five trades of the quarter.
Atlassian Corp
The guru sold out of their 5,879,895-share investment in STU:48D. Previously, the stock had a 4.48% weight in the equity portfolio. Shares traded for an average price of €158.25 during the quarter.
On 02/07/2023, Atlassian Corp traded for a price of €160.5 per share and a market cap of €43.83Bil. The stock has returned -40.89% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 5 out of 10.
In terms of valuation, Atlassian Corp has a price-book ratio of 76.27, a EV-to-Ebitda ratio of -414.07 and a price-sales ratio of 13.81.
The price-to-GF Value ratio is 0.46, earning the stock a GF Value rank of 4.
ICICI Bank Ltd
During the quarter, WCM INVESTMENT MANAGEMENT, LLC bought 58,218,020 shares of NYSE:IBN for a total holding of 58,357,392. The trade had a 4.25% impact on the equity portfolio. During the quarter, the stock traded for an average price of $22.27.
On 02/07/2023, ICICI Bank Ltd traded for a price of $20.45 per share and a market cap of $71.35Bil. The stock has returned -3.19% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, ICICI Bank Ltd has a price-earnings ratio of 18.07, a price-book ratio of 2.88, a price-earnings-to-growth (PEG) ratio of 1.84 and a price-sales ratio of 4.70.
The price-to-GF Value ratio is 1.37, earning the stock a GF Value rank of 1.
Atlassian Corp
The guru established a new position worth 9,503,757 shares in NAS:TEAM, giving the stock a 4.08% weight in the equity portfolio. Shares traded for an average price of $159.19 during the quarter.
On 02/07/2023, Atlassian Corp traded for a price of $170.925 per share and a market cap of $43.81Bil. The stock has returned -45.34% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 5 out of 10.
In terms of valuation, Atlassian Corp has a price-book ratio of 75.63, a EV-to-Ebitda ratio of -414.52 and a price-sales ratio of 13.99.
The price-to-GF Value ratio is 0.45, earning the stock a GF Value rank of 4.
Lululemon Athletica Inc
WCM INVESTMENT MANAGEMENT, LLC reduced their investment in NAS:LULU by 1,566,761 shares. The trade had a 1.69% impact on the equity portfolio. During the quarter, the stock traded for an average price of $328.87.
On 02/07/2023, Lululemon Athletica Inc traded for a price of $306.915 per share and a market cap of $39.14Bil. The stock has returned -7.18% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Lululemon Athletica Inc has a price-earnings ratio of 33.73, a price-book ratio of 12.88, a price-earnings-to-growth (PEG) ratio of 1.32, a EV-to-Ebitda ratio of 21.60 and a price-sales ratio of 5.29.
The price-to-GF Value ratio is 0.53, earning the stock a GF Value rank of 4.
ResMed Inc
WCM INVESTMENT MANAGEMENT, LLC reduced their investment in NYSE:RMD by 1,984,316 shares. The trade had a 1.56% impact on the equity portfolio. During the quarter, the stock traded for an average price of $219.7.
On 02/07/2023, ResMed Inc traded for a price of $218.67 per share and a market cap of $32.12Bil. The stock has returned -6.89% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, ResMed Inc has a price-earnings ratio of 39.69, a price-book ratio of 8.59, a price-earnings-to-growth (PEG) ratio of 2.43, a EV-to-Ebitda ratio of 27.58 and a price-sales ratio of 8.55.
The price-to-GF Value ratio is 0.89, earning the stock a GF Value rank of 7.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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