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WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $55.2B
1-Year Est. Return 57.07%
This Fund
S&P 500
This Quarter Est. Return
+33.29%
1 Year Est. Return
+57.07%
3 Year Est. Return
+206.72%
5 Year Est. Return
+229.02%
10 Year Est. Return
+1,236.16%
AUM
$55.2B
AUM Growth
+$11.3B
Cap. Flow
-$571M
Cap. Flow %
-1.03%
Top 10 Hldgs %
45.66%
Holding
296
New
33
Increased
104
Reduced
120
Closed
30

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$1.1B
2
STX icon
Seagate
STX
+$743M
3
VTR icon
Ventas
VTR
+$667M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$340M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$340M

Top Sells

Rank Stock Value
1
WDC icon
Western Digital
WDC
+$2.4B
2
SHOP icon
Shopify
SHOP
+$762M
3
APP icon
Applovin
APP
+$624M
4
GLW icon
Corning
GLW
+$396M
5
GDDY icon
GoDaddy
GDDY
+$279M

Sector Composition

Rank Sector Weight
1 Technology 30.96%
2 Financials 14.13%
3 Healthcare 12.97%
4 Consumer Discretionary 9.59%
5 Industrials 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
STX icon
1
Seagate
STX
$181B
$5.15B 9.34%
5,320,463
+973,611
+22% +$743M
TSM icon
2
TSMC
TSM
$2.16T
$4.21B 7.64%
9,261,509
-66,083
-0.7% -$26.8M
SE icon
3
Sea Limited
SE
$69.3B
$3.15B 5.71%
33,881,192
+134,717
+0.4% +$11.8M
ASML icon
4
ASML
ASML
$632B
$2.73B 4.95%
1,449,003
-74,793
-5% -$119M
PM icon
5
Philip Morris
PM
$290B
$1.88B 3.42%
10,304,779
-479,001
-4% -$83.1M
APP icon
6
Applovin
APP
$105B
$1.85B 3.35%
3,709,328
-1,292,272
-26% -$624M
LIN icon
7
Linde
LIN
$222B
$1.63B 2.96%
3,191,132
-43,852
-1% -$22.2M
AMZN icon
8
Amazon
AMZN
$2.79T
$1.55B 2.8%
6,437,619
+270,963
+4% +$68M
GLW icon
9
Corning
GLW
$126B
$1.52B 2.75%
5,932,726
-2,174,143
-27% -$396M
IBN icon
10
ICICI Bank
IBN
$110B
$1.51B 2.74%
51,506,124
-735,772
-1% -$19.9M
TEVA icon
11
Teva Pharmaceuticals
TEVA
$42.7B
$1.38B 2.5%
41,315,232
+494,632
+1% +$16.5M
CP icon
12
Canadian Pacific Kansas City
CP
$80.3B
$1.33B 2.41%
15,281,812
-802,508
-5% -$68.8M
SPOT icon
13
Spotify
SPOT
$115B
$1.31B 2.38%
2,840,477
+425,400
+18% +$203M
ACGL icon
14
Arch Capital
ACGL
$34.1B
$1.17B 2.13%
11,973,574
-628,838
-5% -$59.3M
ILMN icon
15
Illumina
ILMN
$33.5B
$1.12B 2.04%
6,206,701
+283,528
+5% +$41.5M
WDC icon
16
Western Digital
WDC
$159B
$1.06B 1.93%
1,632,121
-4,929,689
-75% -$2.4B
META icon
17
Meta Platforms (Facebook)
META
$1.56T
$1.02B 1.86%
1,821,072
+1,799,598
+8,380% +$1.1B
FERG icon
18
Ferguson
FERG
$43.2B
$998M 1.81%
4,182,592
-165,825
-4% -$40M
NU icon
19
Nu Holdings
NU
$75.7B
$977M 1.77%
74,446,402
+1,609,207
+2% +$21.7M
CAH icon
20
Cardinal Health
CAH
$57.8B
$971M 1.76%
4,112,461
+105,825
+3% +$22M
NVDA icon
21
NVIDIA
NVDA
$5.52T
$930M 1.69%
4,767,428
+98,334
+2% +$20.2M
MDT icon
22
Medtronic
MDT
$119B
$876M 1.59%
10,826,014
-439,700
-4% -$35.5M
WELL icon
23
Welltower
WELL
$174B
$762M 1.38%
3,346,803
+89,820
+3% +$19M
CTVA icon
24
Corteva
CTVA
$59.1B
$745M 1.35%
8,939,948
+227,330
+3% +$18.3M
MSFT icon
25
Microsoft
MSFT
$3.79T
$728M 1.32%
1,975,459
+51,137
+3% +$20.7M
1
2 3 4 5

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WCM Investment Management's Q2 2026 Portfolio in Review

As of Q2 2026, WCM Investment Management held 296 positions worth $55.2B, up 26% from $43.8B the previous quarter. Its ten largest holdings account for 46% of the portfolio.

WCM Investment Management's Q2 2026 filing shows 33 new, 104 increased, 120 reduced and 30 closed positions. Its largest new stake was Ventas: 7,824,883 shares worth $699M. The largest sale was Western Digital, an estimated $2.4B.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 28% a quarter earlier, followed by Financials and Healthcare.

  • WCM Investment Management's largest Q2 2026 buy was Ventas: 7,824,883 shares worth $699M.
  • WCM Investment Management added most to Meta Platforms (Facebook) in Q2 2026, an estimated $1.1B increase.
  • WCM Investment Management's biggest Q2 2026 reduction was Western Digital, cutting an estimated $2.4B.
  • WCM Investment Management fully exited SAP in Q2 2026, selling an estimated $140M.
  • WCM Investment Management's ten largest holdings make up 46% of its $55.2B portfolio in Q2 2026.
  • WCM Investment Management opened 33 new positions and closed 30 in Q2 2026.
  • WCM Investment Management's portfolio value rose 26% quarter-over-quarter to $55.2B.

Based on WCM Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.