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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
GWRE icon
226
Guidewire Software
GWRE
$11.5B
$1.39M ﹤0.01%
+9,584
New +$1.46M
MAS icon
227
Masco
MAS
$16B
$1.31M ﹤0.01%
22,348
-1,883
-8% -$127K
NTRA icon
228
Natera
NTRA
$37.5B
$1.24M ﹤0.01%
6,633
-17
-0.3% -$3.66K
FIG
229
Figma
FIG
$11.2B
$1.21M ﹤0.01%
60,000
– –
PTC icon
230
PTC
PTC
$13.7B
$1.15M ﹤0.01%
8,210
+333
+4% +$52.6K
ZBRA icon
231
Zebra Technologies
ZBRA
$12.4B
$1.12M ﹤0.01%
5,602
+158
+3% +$37.1K
HUBS icon
232
HubSpot
HUBS
$10.5B
$1.06M ﹤0.01%
4,475
+2
+0% +$561
GOOGL icon
233
Alphabet (Google) Class A
GOOGL
$3.91T
$1.06M ﹤0.01%
3,886
+2,883
+287% +$906K
BMRN icon
234
BioMarin Pharmaceuticals
BMRN
$11.5B
$1.03M ﹤0.01%
18,830
-46
-0.2% -$2.68K
TYL icon
235
Tyler Technologies
TYL
$12.2B
$1.03M ﹤0.01%
+3,012
New +$1.12M
JKHY icon
236
Jack Henry & Associates
JKHY
$10.7B
$997K ﹤0.01%
+6,373
New +$1.09M
MANH icon
237
Manhattan Associates
MANH
$8.97B
$980K ﹤0.01%
+7,510
New +$1.12M
MOH icon
238
Molina Healthcare
MOH
$10.3B
$900K ﹤0.01%
6,847
+333
+5% +$53K
SGOV icon
239
iShares 0-3 Month Treasury Bond ETF
SGOV
$98.6B
$843K ﹤0.01%
8,377
– –
JBTM
240
JBT Marel
JBTM
$7.14B
$797K ﹤0.01%
+6,494
New +$982K
DLB icon
241
Dolby
DLB
$4.72B
$716K ﹤0.01%
+12,287
New +$777K
ACM icon
242
Aecom
ACM
$9.07B
$683K ﹤0.01%
+8,207
New +$778K
VLO icon
243
Valero Energy
VLO
$89.8B
$638K ﹤0.01%
+2,549
New +$525K
MKL icon
244
Markel Group
MKL
$25B
$607K ﹤0.01%
322
+58
+22% +$118K
IBKR icon
245
Interactive Brokers
IBKR
$40.9B
$571K ﹤0.01%
8,958
+5,022
+128% +$358K
IEX icon
246
IDEX
IEX
$16.5B
$512K ﹤0.01%
2,789
+502
+22% +$99.1K
CACI icon
247
CACI
CACI
$10.8B
$511K ﹤0.01%
+915
New +$551K
EBAY icon
248
eBay
EBAY
$48.6B
$486K ﹤0.01%
+5,525
New +$496K
MELI icon
249
Mercado Libre
MELI
$91.3B
$437K ﹤0.01%
270
-487,291
-100% -$940M
CDW icon
250
CDW
CDW
$17.1B
$410K ﹤0.01%
3,460
+561
+19% +$70.9K
8 9
10
11 12

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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.