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WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $43.8B
1-Year Est. Return 42.28%
This Fund
S&P 500
This Quarter Est. Return
+1.25%
1 Year Est. Return
+42.28%
3 Year Est. Return
+149.38%
5 Year Est. Return
+174.91%
10 Year Est. Return
+944.06%
AUM
$43.8B
AUM Growth
-$4.76B
Cap. Flow
-$491M
Cap. Flow %
-1.12%
Top 10 Hldgs %
42.34%
Holding
293
New
52
Increased
75
Reduced
129
Closed
30

Top Buys

Rank Stock Value
1
MDT icon
Medtronic
MDT
+$1.08B
2
TEVA icon
Teva Pharmaceuticals
TEVA
+$863M
3
SE icon
Sea Limited
SE
+$845M
4
CHRW icon
C.H. Robinson
CHRW
+$641M
5
ILMN icon
Illumina
ILMN
+$243M

Top Sells

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$940M
2
CPNG icon
Coupang
CPNG
+$907M
3
MNDY icon
monday.com
MNDY
+$547M
4
ASML icon
ASML
ASML
+$503M
5
WCN
Waste Connections
WCN
+$402M

Sector Composition

Rank Sector Weight
1 Technology 28.03%
2 Financials 16.64%
3 Healthcare 13.82%
4 Industrials 11.07%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSM icon
1
TSMC
TSM
$2.07T
$2.95B 6.74%
9,327,592
-491,604
-5% -$169M
SE icon
2
Sea Limited
SE
$63.7B
$2.64B 6.03%
33,746,475
+7,883,961
+30% +$845M
ASML icon
3
ASML
ASML
$671B
$1.91B 4.36%
1,523,796
-367,199
-19% -$503M
APP icon
4
Applovin
APP
$143B
$1.86B 4.25%
5,001,600
+245,290
+5% +$119M
PM icon
5
Philip Morris
PM
$301B
$1.78B 4.06%
10,783,780
-22,437
-0.2% -$3.9M
WDC icon
6
Western Digital
WDC
$164B
$1.65B 3.77%
6,561,810
-129,399
-2% -$33.8M
LIN icon
7
Linde
LIN
$237B
$1.62B 3.69%
3,234,984
-39,064
-1% -$18.4M
STX icon
8
Seagate
STX
$178B
$1.58B 3.6%
4,346,852
-808,020
-16% -$308M
IBN icon
9
ICICI Bank
IBN
$107B
$1.32B 3%
52,241,896
-1,066,632
-2% -$31.3M
CP icon
10
Canadian Pacific Kansas City
CP
$83.2B
$1.25B 2.85%
16,084,320
-222,618
-1% -$17.6M
AMZN icon
11
Amazon
AMZN
$2.66T
$1.24B 2.83%
6,166,656
+28,418
+0.5% +$6.26M
ACGL icon
12
Arch Capital
ACGL
$35.4B
$1.21B 2.75%
12,602,412
-681,503
-5% -$65.2M
TEVA icon
13
Teva Pharmaceuticals
TEVA
$37.3B
$1.16B 2.64%
40,820,600
+26,813,522
+191% +$863M
SPOT icon
14
Spotify
SPOT
$98.3B
$1.15B 2.62%
2,415,077
-40,649
-2% -$20.4M
GLW icon
15
Corning
GLW
$133B
$1.04B 2.38%
8,106,869
-117,901
-1% -$14.2M
NU icon
16
Nu Holdings
NU
$65.6B
$984M 2.25%
72,837,195
-1,101,400
-1% -$17.9M
FERG icon
17
Ferguson
FERG
$45B
$973M 2.22%
4,348,417
-57,678
-1% -$14M
MDT icon
18
Medtronic
MDT
$106B
$966M 2.2%
+11,265,714
New +$1.08B
CAH icon
19
Cardinal Health
CAH
$53.5B
$827M 1.89%
4,006,636
-26,046
-0.6% -$5.61M
MCK icon
20
McKesson
MCK
$98.5B
$802M 1.83%
932,121
-11,950
-1% -$10.7M
NVDA icon
21
NVIDIA
NVDA
$4.91T
$771M 1.76%
4,669,094
+141,896
+3% +$26M
SHOP icon
22
Shopify
SHOP
$160B
$747M 1.7%
6,682,523
-18,156
-0.3% -$2.39M
CTVA icon
23
Corteva
CTVA
$58.4B
$723M 1.65%
8,712,618
-92,666
-1% -$6.98M
ILMN icon
24
Illumina
ILMN
$28.2B
$716M 1.63%
5,923,173
+1,851,848
+45% +$243M
MSFT icon
25
Microsoft
MSFT
$2.93T
$691M 1.58%
1,924,322
-18,644
-1% -$7.8M
1
2 3 4 5

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WCM Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, WCM Investment Management held 293 positions worth $43.8B, down 9.8% from $48.6B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

WCM Investment Management's Q1 2026 filing shows 52 new, 75 increased, 129 reduced and 30 closed positions. Its largest new stake was Medtronic: 11,265,714 shares worth $966M. The largest sale was Mercado Libre, an estimated $940M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 27% a quarter earlier, followed by Financials and Healthcare.

  • WCM Investment Management's largest Q1 2026 buy was Medtronic: 11,265,714 shares worth $966M.
  • WCM Investment Management added most to Teva Pharmaceuticals in Q1 2026, an estimated $863M increase.
  • WCM Investment Management's biggest Q1 2026 reduction was Mercado Libre, cutting an estimated $940M.
  • WCM Investment Management fully exited monday.com in Q1 2026, selling an estimated $547M.
  • WCM Investment Management's ten largest holdings make up 42% of its $43.8B portfolio in Q1 2026.
  • WCM Investment Management opened 52 new positions and closed 30 in Q1 2026.
  • WCM Investment Management's portfolio value fell 9.8% quarter-over-quarter to $43.8B.

Based on WCM Investment Management's 13F filing for Q1 2026, filed 7 May 2026.