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WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $55.2B Turnover 21.28%
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
+1,236.14%
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
Avg Time Held
2.1 years
Top 10 Avg Time Held
1.5 years
Top 20 Avg Time Held
2.3 years

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 Held Since
STX icon
1
Seagate
STX
$143B
$5.15B 9.34%
5,320,463
+973,611
+22% +$743M
2025 Q3
3 quarters
TSM icon
2
TSMC
TSM
$2.17T
$4.21B 7.64%
9,261,509
-66,083
-0.7% -$26.8M
2013 Q2
52 quarters
SE icon
3
Sea Limited
SE
$45.7B
$3.15B 5.71%
33,881,192
+134,717
+0.4% +$11.8M
2024 Q2
8 quarters
ASML icon
4
ASML
ASML
$606B
$2.73B 4.95%
1,449,003
-74,793
-5% -$119M
2018 Q4
30 quarters
PM icon
5
Philip Morris
PM
$311B
$1.88B 3.42%
10,304,779
-479,001
-4% -$83.1M
2024 Q4
6 quarters
APP icon
6
Applovin
APP
$87.1B
$1.85B 3.35%
3,709,328
-1,292,272
-26% -$624M
2024 Q1
9 quarters
LIN icon
7
Linde
LIN
$235B
$1.63B 2.96%
3,191,132
-43,852
-1% -$22.2M
2022 Q4
14 quarters
AMZN icon
8
Amazon
AMZN
$2.68T
$1.55B 2.8%
6,437,619
+270,963
+4% +$68M
2013 Q2
52 quarters
GLW icon
9
Corning
GLW
$107B
$1.52B 2.75%
5,932,726
-2,174,143
-27% -$396M
2025 Q3
3 quarters
IBN icon
10
ICICI Bank
IBN
$106B
$1.51B 2.74%
51,506,124
-735,772
-1% -$19.9M
2021 Q2
20 quarters
TEVA icon
11
Teva Pharmaceutical Industries Limited
TEVA
$46B
$1.38B 2.5%
41,315,232
+494,632
+1% +$16.5M
2024 Q3
7 quarters
CP icon
12
Canadian Pacific Kansas City
CP
$78.7B
$1.33B 2.41%
15,281,812
-802,508
-5% -$68.8M
2013 Q3
51 quarters
SPOT icon
13
Spotify
SPOT
$120B
$1.31B 2.38%
2,840,477
+425,400
+18% +$203M
2024 Q2
8 quarters
ACGL icon
14
Arch Capital
ACGL
$34.7B
$1.17B 2.13%
11,973,574
-628,838
-5% -$59.3M
2023 Q1
13 quarters
ILMN icon
15
Illumina
ILMN
$40.7B
$1.12B 2.04%
6,206,701
+283,528
+5% +$41.5M
2018 Q3
31 quarters
WDC icon
16
Western Digital
WDC
$129B
$1.06B 1.93%
1,632,121
-4,929,689
-75% -$2.4B
2025 Q3
3 quarters
META icon
17
Meta Platforms (Facebook)
META
$1.64T
$1.02B 1.86%
1,821,072
+1,799,598
+8,380% +$1.1B
2024 Q2
8 quarters
FERG icon
18
Ferguson
FERG
$43.9B
$998M 1.81%
4,182,592
-165,825
-4% -$40M
2025 Q4
2 quarters
NU icon
19
Nu Holdings
NU
$73.2B
$977M 1.77%
74,446,402
+1,609,207
+2% +$21.7M
2023 Q4
10 quarters
CAH icon
20
Cardinal Health
CAH
$57.8B
$971M 1.76%
4,112,461
+105,825
+3% +$22M
2025 Q4
2 quarters
NVDA icon
21
NVIDIA
NVDA
$5.09T
$930M 1.69%
4,767,428
+98,334
+2% +$20.2M
2023 Q2
12 quarters
MDT icon
22
Medtronic
MDT
$122B
$876M 1.59%
10,826,014
-439,700
-4% -$35.5M
2026 Q1
1 quarter
WELL icon
23
Welltower
WELL
$171B
$762M 1.38%
3,346,803
+89,820
+3% +$19M
2025 Q2
4 quarters
CTVA icon
24
Corteva
CTVA
$8.31B
$745M 1.35%
8,939,948
+227,330
+3% +$18.3M
2022 Q3
15 quarters
MSFT icon
25
Microsoft
MSFT
$3.89T
$728M 1.32%
1,975,459
+51,137
+3% +$20.7M
2022 Q1
17 quarters
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.