Instuitional Investor - Wcm Investment Management

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Sea Ltd	SE	26,053,176	$4,727,348,785	9.84%
2.	Applovin Corp	APP	4,942,079	$3,520,539,396	7.32%
3.	Taiwan Semiconductor Mfg Co Ltd	TSM	10,090,519	$2,757,032,506	5.74%
4.	Spotify Technology S.a.	SPOT	3,352,952	$2,442,524,943	5.08%
5.	A S M L Holding N V	ASML	1,933,748	$1,861,445,461	3.87%