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WCM Investment Management Portfolio holdings
AUM
$43.8B
1-Year Est. Return
42.28%
This Fund
S&P 500
This Quarter
Est. Return
+15.6%
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
$48.1B
AUM Growth
+$4.25B
(+9.7%)
Cap. Flow
+$214M
Cap. Flow
% of AUM
0.44%
Top 10 Holdings %
Top 10 Hldgs %
48.66%
Holding
252
New
33
Increased
81
Reduced
109
Closed
24
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Seagate
STX
|
+$885M |
| 2 |
Western Digital
WDC
|
+$554M |
| 3 |
Corning
GLW
|
+$551M |
| 4 |
ASML
ASML
|
+$303M |
| 5 |
Tenet Healthcare
THC
|
+$64.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Atlassian
TEAM
|
+$686M |
| 2 |
Applovin
APP
|
+$423M |
| 3 |
NVIDIA
NVDA
|
+$327M |
| 4 |
Robinhood
HOOD
|
+$318M |
| 5 |
Steris
STE
|
+$222M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 23.74% |
| 2 | Consumer Discretionary | 20.15% |
| 3 | Financials | 18.96% |
| 4 | Communication Services | 12.5% |
| 5 | Industrials | 8.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Futu Holdings
FUTU
$14.8B
| $220K | ﹤0.01% |
+1,266
| New | +$210K |
|
|
YSG
227
Yatsen Holding
YSG
$310M
| $114K | ﹤0.01% |
+12,252
| New | +$117K |
|
228
iShares MSCI Saudi Arabia ETF
KSA
$623M
| $56.5K | ﹤0.01% |
1,406
| – | – |
|
229
iShares MSCI ACWI ETF
ACWI
$33.3B
| – | – |
-1,412
| Closed | -$181K |
|
|
AZEK
230
DELISTED
The AZEK Co
AZEK
| – | – |
-486,715
| Closed | -$26.7M |
|
231
BILL Holdings
BILL
$4.92B
| – | – |
-464,155
| Closed | -$21.2M |
|
232
CI&T Inc
CINT
$469M
| – | – |
-1,359,236
| Closed | -$7.84M |
|
|
VISN
233
Vistance Networks Inc
VISN
$2.68B
| – | – |
-16,737
| Closed | -$137K |
|
234
Emcor
EME
$36B
| – | – |
-10,988
| Closed | -$5.83M |
|
235
Elastic
ESTC
$7.94B
| – | – |
-26,202
| Closed | -$2.17M |
|
236
FIVE9
FIVN
$2.47B
| – | – |
-558,313
| Closed | -$14.9M |
|
237
Freshworks
FRSH
$3.3B
| – | – |
-898,133
| Closed | -$13.3M |
|
238
Freshpet
FRPT
$3.47B
| – | – |
-2,773,090
| Closed | -$190M |
|
239
GitLab
GTLB
$7.11B
| – | – |
-333,771
| Closed | -$15.1M |
|
240
CarMax
KMX
$8.31B
| – | – |
-38,991
| Closed | -$2.6M |
|
|
MZTI
241
The Marzetti Company
MZTI
$3.18B
| – | – |
-98,329
| Closed | -$16.9M |
|
242
Lantheus
LNTH
$6.57B
| – | – |
-135,891
| Closed | -$11.1M |
|
|
LX
243
LexinFintech Holdings
LX
$242M
| – | – |
-19,731
| Closed | -$144K |
|
|
MLNK
244
DELISTED
MeridianLink
MLNK
| – | – |
-1,049,707
| Closed | -$17.1M |
|
245
Ollie's Bargain Outlet
OLLI
$4.76B
| – | – |
-145,990
| Closed | -$19.4M |
|
246
Vaxcyte
PCVX
$8.79B
| – | – |
-70,372
| Closed | -$2.29M |
|
247
Planet Fitness
PLNT
$3.65B
| – | – |
-187,175
| Closed | -$20.3M |
|
|
248
Atlassian
TEAM
$39B
| – | – |
-3,388,634
| Closed | -$686M |
|
249
Tyler Technologies
TYL
$13.2B
| – | – |
-2,742
| Closed | -$1.59M |
|
250
Unifirst Corp
UNF
$5.28B
| – | – |
-63,430
| Closed | -$11.8M |
|
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WCM Investment Management's Q3 2025 Portfolio in Review
As of Q3 2025, WCM Investment Management held 252 positions worth $48.1B, up 9.7% from $43.8B the previous quarter. Its ten largest holdings account for 49% of the portfolio.
WCM Investment Management's Q3 2025 filing shows 33 new, 81 increased, 109 reduced and 24 closed positions. Its largest new stake was Seagate: 5,182,949 shares worth $1.19B. The largest sale was Atlassian, an estimated $686M.
By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 21% a quarter earlier, followed by Consumer Discretionary and Financials.
- WCM Investment Management's largest Q3 2025 buy was Seagate: 5,182,949 shares worth $1.19B.
- WCM Investment Management added most to ASML in Q3 2025, an estimated $303M increase.
- WCM Investment Management's biggest Q3 2025 reduction was Applovin, cutting an estimated $423M.
- WCM Investment Management fully exited Atlassian in Q3 2025, selling an estimated $686M.
- WCM Investment Management's ten largest holdings make up 49% of its $48.1B portfolio in Q3 2025.
- WCM Investment Management opened 33 new positions and closed 24 in Q3 2025.
- WCM Investment Management's portfolio value rose 9.7% quarter-over-quarter to $48.1B.
Based on WCM Investment Management's 13F filing for Q3 2025, filed 4 Nov 2025.