WCM INVESTMENT MANAGEMENT, LLC
Sector Allocation
- Technology35.4%$19.5B
- Financials14.0%$7.7B
- Industrials11.8%$6.5B
- Healthcare9.8%$5.4B
- Consumer Staples8.3%$4.6B
- Materials6.5%$3.6B
- Consumer Discretionary5.5%$3.0B
- Real Estate3.4%$1.9B
- Communication Services2.5%$1.4B
- Energy1.6%$856.9M
AUM History
13fpro.ai/research/fund/wcm-investment-management-llc-1061186
Conviction and streaks
Concentrating · top 10 = 45.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
STX
$5.2BTSM
$4.2BSE
$3.1BASML
$2.7BPM
$1.9BAPP
$1.9BLIN
$1.6BAMZN
$1.5BGLW
$1.5BIBN
$1.5BTEVA
$1.4BCP
$1.3BSPOT
$1.3BACGL
$1.2BILMN
$1.1BWDC
$1.1BMETA
$1.0BFERG
$998.0MNU
$977.5MCAH
$971.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/wcm-investment-management-llc-1061186
WCM INVESTMENT MANAGEMENT, LLC 13F holdings — Q2 2026
$55.2B portfolio (+25.9% QoQ) · 266 holdings · Q2 2026 13F · top 10 are 46% of the stock portfolio
$5.2B
9.3% of stocks
+22%This quarter-30.1%Since filed4 qtrsHeld$4.2B
7.6% of stocks
-0.7%This quarter-1.4%Since filed6+ qtrsHeld$3.1B
5.7% of stocks
+0.4%This quarter-40.0%Since filed6+ qtrsHeld$2.7B
5.0% of stocks
-5%This quarter-13.9%Since filed6+ qtrsHeld$1.9B
3.4% of stocks
-4%This quarter+6.9%Since filed6+ qtrsHeld$1.9B
3.4% of stocks
-26%This quarter-16.6%Since filed6+ qtrsHeld$1.6B
3.0% of stocks
-1%This quarter+6.1%Since filed6+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$1.5B
2.8% of stocks
+4%This quarter-6.0%Since filed6+ qtrsHeld$1.5B
2.8% of stocks
-27%This quarter-19.4%Since filed4 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$1.5B
2.7% of stocks
-1%This quarter-0.7%Since filed6+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row
All holdings — WCM INVESTMENT MANAGEMENT, LLC (Q2 2026)
266 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | TEVA PHARMACEUTICAL INDUSTRIES LTDadr | Healthcare | $1.4B | 2.5% | 41.32M | +1% | 6+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | CANADIAN PACIFIC KANSAS CITY LTD/CN | Industrials | $1.3B | 2.4% | 15.28M | -5% | 6+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Spotify Technology S.A. | Communication Services | $1.3B | 2.4% | 2.84M | +18% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | ARCH CAPITAL GROUP LTD. | Financials | $1.2B | 2.1% | 11.97M | -5% | 6+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | ILLUMINA, INC. | Healthcare | $1.1B | 2.0% | 6.21M | +5% | 6+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | WESTERN DIGITAL CORP | Technology | $1.1B | 1.9% | 1.63M | -75% | 4 qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Meta Platforms, Inc. | Technology | $1.0B | 1.9% | 1.82M | +8380% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Ferguson Enterprises Inc. /DE/ | Consumer Discretionary | $998.0M | 1.8% | 4.18M | -4% | 3 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Nu Holdings Ltd. | Financials | $977.5M | 1.8% | 74.45M | +2% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | CARDINAL HEALTH INC | Consumer Staples | $971.4M | 1.8% | 4.11M | +3% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | NVIDIA CORP | Technology | $929.5M | 1.7% | 4.77M | +2% | 6+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Medtronic plc | Healthcare | $876.1M | 1.6% | 10.83M | -4% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | WELLTOWER INC. | Real Estate | $762.2M | 1.4% | 3.35M | +3% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Corteva, Inc. | Consumer Staples | $745.3M | 1.4% | 8.94M | +3% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | MICROSOFT CORP | Technology | $728.1M | 1.3% | 1.98M | +3% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $V | VISA INC. | Financials | $725.2M | 1.3% | 2.12M | +3% | |||
| 27 | $MCK | MCKESSON CORP | Consumer Staples | $716.0M | 1.3% | 958K | +3% | |||
| 28 | $VTR | Ventas, Inc. | Real Estate | $698.8M | 1.3% | 7.82M | New | |||
| 29 | $CHRW | C. H. ROBINSON WORLDWIDE, INC. | Industrials | $680.6M | 1.2% | 3.68M | +3% | |||
| 30 | $RGA | REINSURANCE GROUP OF AMERICA INC | Financials | $646.0M | 1.2% | 3.01M | +6% | |||
| 31 | $WCN | Waste Connections, Inc. | Utilities | $634.1M | 1.1% | 3.79M | -2% | |||
| 32 | $AON | Aon plc | Financials | $614.5M | 1.1% | 1.88M | -4% | |||
| 33 | $GE | GENERAL ELECTRIC CO | Industrials | $605.8M | 1.1% | 1.62M | -29% | |||
| 34 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $575.6M | 1.0% | 1.15M | +3% | |||
| 35 | $AJG | Arthur J. Gallagher & Co. | Financials | $550.9M | 1.0% | 2.43M | +3% | |||
| 36 | $LPLA | LPL Financial Holdings Inc. | Financials | $487.3M | 0.9% | 1.81M | +4% | |||
| 37 | $GOOGL | Alphabet Inc. | Technology | $335.0M | 0.6% | 947K | New | |||
| 38 | $GOOG | Alphabet Inc. | Technology | $334.5M | 0.6% | 952K | New | |||
| 39 | $UBS | UBS Group AG | Financials | $304.4M | 0.6% | 6.15M | +5% | |||
| 40 | $NVS | NOVARTIS AG | Healthcare | $300.1M | 0.5% | 1.90M | +30% | |||
| 41 | $MDLN | Medline Inc. | Healthcare | $293.0M | 0.5% | 7.40M | +2% | |||
| 42 | $HOOD | Robinhood Markets, Inc. | Financials | $283.5M | 0.5% | 2.78M | +3% | |||
| 43 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $282.4M | 0.5% | 145K | +24% | |||
| 44 | $AZN | ASTRAZENECA PLC | Healthcare | $248.8M | 0.5% | 1.31M | New | |||
| 45 | $CNQ | CANADIAN NATURAL RESOURCES Ltd | Energy | $230.1M | 0.4% | 5.85M | +14% | |||
| 46 | $BKD | Brookdale Senior Living Inc. | Healthcare | $229.2M | 0.4% | 14.45M | +13% | |||
| 47 | $AHR | American Healthcare REIT, Inc. | Real Estate | $206.3M | 0.4% | 3.97M | +16% | |||
| 48 | $TPR | TAPESTRY, INC. | Consumer Discretionary | $199.9M | 0.4% | 1.36M | +21% | |||
| 49 | $TRP | TC ENERGY CORP | Energy | $189.1M | 0.3% | 2.76M | New | |||
| 50 | $NGG | NATIONAL GRID PLC | Energy | $183.6M | 0.3% | 2.19M | New | |||
| 51 | $NBIS | Nebius Group N.V. | Technology | $165.5M | 0.3% | 634K | +6% | |||
| 52 | $CRS | CARPENTER TECHNOLOGY CORP | Materials | $151.2M | 0.3% | 249K | -48% | |||
| 53 | $LYG | Lloyds Banking Group plc | Financials | $150.4M | 0.3% | 26.16M | -1% | |||
| 54 | $BTI | British American Tobacco p.l.c. | Consumer Staples | $146.1M | 0.3% | 2.33M | -1% | |||
| 55 | $SN | SharkNinja, Inc. | Technology | $138.5M | 0.3% | 946K | +19% | |||
| 56 | $FTI | TechnipFMC plc | Energy | $130.7M | 0.2% | 2.00M | New | |||
| 57 | $CLS | CELESTICA INC | Technology | $114.3M | 0.2% | 333K | +26% | |||
| 58 | $ACMR | ACM Research, Inc. | Technology | $109.1M | 0.2% | 918K | -51% | |||
| 59 | $BAP | CREDICORP LTD | Financials | $107.0M | 0.2% | 278K | +6% | |||
| 60 | $SBS | COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESP | Utilities | $92.5M | 0.2% | 15.92M | +624% | |||
| 61 | $SONY | Sony Group Corp | Technology | $88.4M | 0.2% | 4.33M | +122% | |||
| 62 | $COMP | Compass, Inc. | Real Estate | $87.4M | 0.2% | 7.29M | +21% | |||
| 63 | $CX | CEMEX SAB DE CV | Materials | $82.1M | 0.1% | 6.77M | +18% | |||
| 64 | — | ISHARES TR - MSCI ACWI ETF | — | $68.4M | 0.1% | 439K | +523% | |||
| 65 | $BN | BROOKFIELD Corp /ON/ | Real Estate | $66.3M | 0.1% | 1.57M | +43% | |||
| 66 | $BIDU | Baidu, Inc. | Technology | $65.6M | 0.1% | 585K | +29% | |||
| 67 | $SLB | SLB LIMITED/NV | Energy | $62.8M | 0.1% | 1.35M | +44% | |||
| 68 | $KSPI | Joint Stock Co Kaspi.kz | Industrials | $57.4M | 0.1% | 656K | +15% | |||
| 69 | $NVO | NOVO NORDISK A S | Healthcare | $57.1M | 0.1% | 1.18M | +46% | |||
| 70 | $BG | Bunge Global SA | Consumer Staples | $52.6M | 0.1% | 482K | +48% | |||
| 71 | $CCJ | CAMECO CORP | Materials | $50.6M | 0.1% | 489K | +42% | |||
| 72 | $CPNG | Coupang, Inc. | Consumer Discretionary | $45.8M | 0.1% | 2.60M | +34% | |||
| 73 | $CB | Chubb Ltd | Financials | $45.7M | 0.1% | 133K | +43% | |||
| 74 | $DPC | DPC Holdings PLC | Materials | $41.4M | 0.1% | 800K | New | |||
| 75 | $KB | KB Financial Group Inc. | Financials | $40.1M | 0.1% | 396K | +58% | |||
| 76 | $BABA | Alibaba Group Holding Ltd | Consumer Discretionary | $33.5M | 0.1% | 350K | +40% | |||
| 77 | $EVR | Evercore Inc. | Financials | $33.4M | 0.1% | 100K | -0.3% | |||
| 78 | $AIT | APPLIED INDUSTRIAL TECHNOLOGIES INC | Consumer Discretionary | $33.4M | 0.1% | 100K | -23% | |||
| 79 | $GDS | GDS Holdings Ltd | Technology | $32.6M | 0.1% | 1.11M | -36% | |||
| 80 | $AAON | AAON, INC. | Industrials | $32.2M | 0.1% | 256K | +0.0% | |||
| 81 | $PDD | PDD Holdings Inc. | Consumer Discretionary | $30.3M | 0.1% | 395K | +16% | |||
| 82 | $NOVT | NOVANTA INC | Technology | $29.2M | 0.1% | 185K | -0.9% | |||
| 83 | $AEIS | ADVANCED ENERGY INDUSTRIES INC | Technology | $28.7M | 0.1% | 83K | -16% | |||
| 84 | $BZ | Kanzhun Ltd | Technology | $28.2M | 0.1% | 2.17M | +42% | |||
| 85 | $GENI | Genius Sports Ltd | Communication Services | $27.7M | 0.1% | 4.37M | +50% | |||
| 86 | $TXRH | Texas Roadhouse, Inc. | Consumer Discretionary | $26.5M | 0.1% | 137K | +0.4% | |||
| 87 | $WSE | Wise Group plc | Industrials | $26.5M | 0.1% | 2.19M | New | |||
| 88 | $SAIA | SAIA INC | Industrials | $26.0M | 0.1% | 61K | -0.9% | |||
| 89 | $UMBF | UMB FINANCIAL CORP | Financials | $25.9M | 0.1% | 182K | +2% | |||
| 90 | $GH | Guardant Health, Inc. | Healthcare | $25.7M | 0.1% | 167K | -2% | |||
| 91 | $WMS | ADVANCED DRAINAGE SYSTEMS, INC. | Materials | $25.5M | 0.1% | 165K | +45% | |||
| 92 | $FPS | Forgent Power Solutions, Inc. | Technology | $24.7M | 0.0% | 449K | -28% | |||
| 93 | $HLN | Haleon plc | Consumer Staples | $24.5M | 0.0% | 2.62M | +52% | |||
| 94 | $MRCY | MERCURY SYSTEMS INC | Technology | $24.2M | 0.0% | 219K | -0.0% | |||
| 95 | $RRX | REGAL REXNORD CORP | Industrials | $24.1M | 0.0% | 110K | -0.4% | |||
| 96 | $DCO | DUCOMMUN INC /DE/ | Industrials | $24.0M | 0.0% | 130K | +7% | |||
| 97 | $EGP | EASTGROUP PROPERTIES INC | Real Estate | $23.3M | 0.0% | 113K | -0.3% | |||
| 98 | $CHEF | Chefs' Warehouse, Inc. | Consumer Staples | $22.5M | 0.0% | 236K | -30% | |||
| 99 | $DCI | DONALDSON Co INC | Industrials | $22.3M | 0.0% | 253K | +31% | |||
| 100 | $PAYP | PayPay Corp | Industrials | $22.3M | 0.0% | 1.53M | +30% | |||
| 101 | $BOOT | Boot Barn Holdings, Inc. | Consumer Discretionary | $21.9M | 0.0% | 133K | +0.1% | |||
| 102 | $AGX | ARGAN INC | Industrials | $21.4M | 0.0% | 27K | +17% | |||
| 103 | $PFGC | Performance Food Group Co | Consumer Staples | $21.4M | 0.0% | 190K | +0.5% | |||
| 104 | $THC | TENET HEALTHCARE CORP | Healthcare | $20.5M | 0.0% | 110K | +16% | |||
| 105 | $DY | DYCOM INDUSTRIES INC | Energy | $20.4M | 0.0% | 40K | -3% | |||
| 106 | $MLCO | Melco Resorts & Entertainment LTD | Consumer Discretionary | $20.0M | 0.0% | 3.72M | -5% | |||
| 107 | $SITM | SITIME Corp | Technology | $19.3M | 0.0% | 27K | New | |||
| 108 | $STRL | STERLING INFRASTRUCTURE, INC. | Industrials | $18.7M | 0.0% | 23K | -0.9% | |||
| 109 | $LLY | ELI LILLY & Co | Healthcare | $18.3M | 0.0% | 15K | -3% | |||
| 110 | $AXSM | Axsome Therapeutics, Inc. | Healthcare | $18.3M | 0.0% | 76K | -30% | |||
| 111 | $PRI | Primerica, Inc. | Financials | $17.6M | 0.0% | 61K | -1% | |||
| 112 | $ACIW | ACI WORLDWIDE, INC. | Technology | $17.2M | 0.0% | 347K | -33% | |||
| 113 | $KGS | Kodiak Gas Services, Inc. | Energy | $16.8M | 0.0% | 225K | New | |||
| 114 | $KYMR | Kymera Therapeutics, Inc. | Healthcare | $16.6M | 0.0% | 152K | -0.4% | |||
| 115 | $AADX | Applied Aerospace & Defense, Inc. | Industrials | $16.6M | 0.0% | 800K | New | |||
| 116 | $ENSG | ENSIGN GROUP, INC | Healthcare | $16.5M | 0.0% | 104K | -3% | |||
| 117 | $VIST | Vista Energy, S.A.B. de C.V. | Energy | $16.4M | 0.0% | 255K | -10% | |||
| 118 | $FDX | FEDEX CORP | Industrials | $16.3M | 0.0% | 50K | -3% | |||
| 119 | $RMBS | RAMBUS INC | Technology | $16.2M | 0.0% | 131K | -21% | |||
| 120 | $IBP | Installed Building Products, Inc. | Industrials | $16.0M | 0.0% | 71K | +8% | |||
| 121 | $WING | Wingstop Inc. | Consumer Discretionary | $15.5M | 0.0% | 94K | +0.2% | |||
| 122 | $AVNT | AVIENT CORP | Materials | $15.5M | 0.0% | 420K | -1% | |||
| 123 | $SNX | TD SYNNEX CORP | Technology | $15.2M | 0.0% | 56K | New | |||
| 124 | $AXGN | Axogen, Inc. | Healthcare | $15.1M | 0.0% | 337K | -40% | |||
| 125 | $FN | Fabrinet | Technology | $15.1M | 0.0% | 29K | +4% | |||
| 126 | $RDNT | RadNet, Inc. | Healthcare | $15.0M | 0.0% | 253K | -2% | |||
| 127 | $HII | HUNTINGTON INGALLS INDUSTRIES, INC. | Industrials | $14.7M | 0.0% | 53K | +20% | |||
| 128 | $AGYS | AGILYSYS INC | Technology | $14.7M | 0.0% | 142K | -0.3% | |||
| 129 | $SRAD | Sportradar Group AG | Technology | $14.4M | 0.0% | 956K | New | |||
| 130 | $VIK | Viking Holdings Ltd | Industrials | $14.3M | 0.0% | 136K | +155% | |||
| 131 | $PCVX | Vaxcyte, Inc. | Healthcare | $14.1M | 0.0% | 244K | +116% | |||
| 132 | $TECH | BIO-TECHNE Corp | Healthcare | $14.0M | 0.0% | 198K | -0.3% | |||
| 133 | $LGND | LIGAND PHARMACEUTICALS INC | Healthcare | $14.0M | 0.0% | 45K | -0.2% | |||
| 134 | $ARWR | ARROWHEAD PHARMACEUTICALS, INC. | Healthcare | $13.8M | 0.0% | 171K | -0.2% | |||
| 135 | $GMED | GLOBUS MEDICAL INC | Healthcare | $13.5M | 0.0% | 160K | -21% | |||
| 136 | $GKOS | GLAUKOS Corp | Healthcare | $13.3M | 0.0% | 93K | -0.2% | |||
| 137 | $KLAC | KLA CORP | Technology | $12.8M | 0.0% | 46K | +836% | |||
| 138 | $IRTC | iRhythm Holdings, Inc. | Healthcare | $12.7M | 0.0% | 107K | -1.0% | |||
| 139 | $SITE | SiteOne Landscape Supply, Inc. | Consumer Discretionary | $12.5M | 0.0% | 109K | -9% | |||
| 140 | $OMCL | OMNICELL, INC. | Technology | $12.3M | 0.0% | 301K | -0.4% | |||
| 141 | $TTAN | ServiceTitan, Inc. | Technology | $12.3M | 0.0% | 175K | -1.0% | |||
| 142 | $MDGL | MADRIGAL PHARMACEUTICALS, INC. | Healthcare | $12.1M | 0.0% | 23K | -2% | |||
| 143 | $BBIO | BridgeBio Pharma, Inc. | Healthcare | $11.9M | 0.0% | 165K | -2% | |||
| 144 | $WPM | Wheaton Precious Metals Corp. | Materials | $11.8M | 0.0% | 106K | +114% | |||
| 145 | $TSEM | TOWER SEMICONDUCTOR LTD | Technology | $11.6M | 0.0% | 45K | +108% | |||
| 146 | — | ISHARES TR - MSCI EAFE ETF | — | $11.5M | 0.0% | 111K | +13% | |||
| 147 | $STM | STMicroelectronics N.V. | Technology | $11.4M | 0.0% | 152K | New | |||
| 148 | $RVMD | Revolution Medicines, Inc. | Healthcare | $11.2M | 0.0% | 58K | -45% | |||
| 149 | $AWI | ARMSTRONG WORLD INDUSTRIES INC | Materials | $11.0M | 0.0% | 69K | New | |||
| 150 | $NXT | Nextpower Inc. | Technology | $10.5M | 0.0% | 95K | +1% |
What changed in Q2 2026
Against the previous quarter's 13F: 32 new, 105 added to, 119 trimmed, 30 sold out. Share-count changes; largest moves by dollar size first.
New positions (32)
$VTRVentas, Inc.$698.8M
first bought this quarter
$AZNASTRAZENECA PLC$248.8M
first bought this quarter
$TRPTC ENERGY CORP$189.1M
first bought this quarter
$NGGNATIONAL GRID PLC$183.6M
first bought this quarter
$FTITechnipFMC plc$130.7M
first bought this quarter
$DPCDPC Holdings PLC$41.4M
first bought this quarter
+26 more in the Excel export
Added to (105)
now $1.0B · held 6+ qtrs
now $5.2B · held 4 qtrs
now $1.3B · held 6+ qtrs
$SBSCOMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESP+624%
now $92.5M · held 6+ qtrs, 4 adds in a row
$NVSNOVARTIS AG+30%
now $300.1M · held 2 qtrs, 2 adds in a row
now $1.5B · held 6+ qtrs
+99 more in the Excel export
Trimmed (119)
now $1.1B · held 4 qtrs, 3 trims in a row
$SHOPSHOPIFY INC.-100%
now $805K
now $1.9B · held 6+ qtrs
now $1.5B · held 4 qtrs, 3 trims in a row
$GDDYGoDaddy Inc.-100%
now $237K
$GEGENERAL ELECTRIC CO-29%
now $605.8M · held 6+ qtrs
+113 more in the Excel export
Holdings by quarter
Every 13F WCM INVESTMENT MANAGEMENT, LLC has filed, 37 earlier quarters. Pick one to see what it held then.
Is it too late to follow WCM INVESTMENT MANAGEMENT?
Q2 2026 13F filed with the SEC on Aug 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of WCM INVESTMENT MANAGEMENT's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 10 of the 20 are scored)
Top 10 since filing
-14.8%
Value-weighted move of the 10 largest stock positions
Turnover
12%
Last quarter; 36% over the last 4
Top 10 weight
46%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
86%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
WCM INVESTMENT MANAGEMENT, LLC disclosed 266 positions worth $55.2B in its Form 13F-HR for Q2 2026, led by $STX (Seagate Technology Holdings plc) at 9.3% of the equity portfolio, followed by $TSM and $SE. During the quarter the fund opened 32 new positions and exited 30 — including a new stake in $VTR and a full exit from $SAP. The portfolio is most concentrated in Technology (35.4% of disclosed assets). All figures are sourced directly from WCM INVESTMENT MANAGEMENT, LLC’s Form 13F-HR filing with the SEC under CIK 1061186.
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