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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
+0.68%
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
$48.6B
AUM Growth
+$504M
(+1%)
Cap. Flow
+$1.61B
Cap. Flow
% of AUM
3.31%
Top 10 Holdings %
Top 10 Hldgs %
42.45%
Holding
263
New
35
Increased
56
Reduced
143
Closed
22
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Shopify
SHOP
|
+$1.08B |
| 2 |
Ferguson
FERG
|
+$1.05B |
| 3 |
Cardinal Health
CAH
|
+$759M |
| 4 |
Welltower
WELL
|
+$586M |
| 5 |
Teva Pharmaceuticals
TEVA
|
+$339M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Spotify
SPOT
|
+$561M |
| 2 |
Robinhood
HOOD
|
+$453M |
| 3 |
UnitedHealth
UNH
|
+$433M |
| 4 |
Steris
STE
|
+$288M |
| 5 |
Applovin
APP
|
+$117M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.66% |
| 2 | Financials | 17.64% |
| 3 | Consumer Discretionary | 15.56% |
| 4 | Industrials | 10.89% |
| 5 | Communication Services | 9.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
ACM Research
ACMR
$5.57B
| $441K | ﹤0.01% |
+10,960
| New | +$408K |
|
227
IDEX
IEX
$17.4B
| $410K | ﹤0.01% |
2,287
-88
| -4% | -$15K |
|
228
CDW
CDW
$16.9B
| $401K | ﹤0.01% |
2,899
-106
| -4% | -$15.6K |
|
229
CBRE Group
CBRE
$42.8B
| $379K | ﹤0.01% |
2,318
-1,607
| -41% | -$253K |
|
230
Carlisle Companies
CSL
$15.6B
| $354K | ﹤0.01% |
1,092
-41
| -4% | -$13.3K |
|
231
Alphabet (Google) Class A
GOOGL
$4.28T
| $315K | ﹤0.01% |
1,003
+80
| +9% | +$22.9K |
|
232
Full Truck Alliance
YMM
$9.75B
| $290K | ﹤0.01% |
26,561
-23,201
| -47% | -$278K |
|
233
Chemed
CHE
$7.17B
| $274K | ﹤0.01% |
637
-24
| -4% | -$10.4K |
|
234
Amphenol
APH
$210B
| $271K | ﹤0.01% |
1,988
| – | – |
|
235
Interactive Brokers
IBKR
$40.6B
| $256K | ﹤0.01% |
3,936
+314
| +9% | +$21K |
|
236
Trip.com Group
TCOM
$29.1B
| $238K | ﹤0.01% |
3,285
+99
| +3% | +$7.08K |
|
237
Assurant
AIZ
$14.1B
| $227K | ﹤0.01% |
+936
| New | +$209K |
|
|
HUYA
238
Huya Inc
HUYA
$561M
| $216K | ﹤0.01% |
+74,525
| New | +$218K |
|
239
Futu Holdings
FUTU
$14.9B
| $216K | ﹤0.01% |
1,304
+38
| +3% | +$6.52K |
|
240
Hagerty
HGTY
$1.34B
| $134K | ﹤0.01% |
+10,023
| New | +$125K |
|
241
iShares MSCI Saudi Arabia ETF
KSA
$623M
| $50.7K | ﹤0.01% |
1,406
| – | – |
|
|
AMWD
242
DELISTED
American Woodmark
AMWD
| – | – |
-203,576
| Closed | -$13.8M |
|
243
Ball Corp
BALL
$16.7B
| – | – |
-5,032
| Closed | -$250K |
|
244
Biohaven
BHVN
$2.13B
| – | – |
-287,860
| Closed | -$4.22M |
|
245
America's Car Mart
CRMT
$27.1M
| – | – |
-259,274
| Closed | -$7.62M |
|
246
Fox Factory Holding Corp
FOXF
$906M
| – | – |
-426,531
| Closed | -$10.6M |
|
247
First Watch Restaurant Group
FWRG
$731M
| – | – |
-736,665
| Closed | -$11.7M |
|
248
Green Brick Partners
GRBK
$3.09B
| – | – |
-152,362
| Closed | -$11.2M |
|
249
Inspire Medical Systems
INSP
$1.75B
| – | – |
-107,032
| Closed | -$8.09M |
|
250
Klaviyo
KVYO
$5.15B
| – | – |
-389,303
| Closed | -$12.3M |
|
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WCM Investment Management's Q4 2025 Portfolio in Review
As of Q4 2025, WCM Investment Management held 263 positions worth $48.6B, up 1% from $48.1B the previous quarter. Its ten largest holdings account for 42% of the portfolio.
WCM Investment Management deployed $1.61B of net new capital in Q4 2025, opening 35 new positions and adding to 56 existing holdings. Its largest new stake was Shopify: 6,700,679 shares worth $1.1B.
By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 24% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was Spotify, an estimated $561M trimmed.
- WCM Investment Management's largest Q4 2025 buy was Shopify: 6,700,679 shares worth $1.1B.
- WCM Investment Management added most to Welltower in Q4 2025, an estimated $586M increase.
- WCM Investment Management's biggest Q4 2025 reduction was Spotify, cutting an estimated $561M.
- WCM Investment Management fully exited UnitedHealth in Q4 2025, selling an estimated $433M.
- WCM Investment Management's ten largest holdings make up 42% of its $48.6B portfolio in Q4 2025.
- WCM Investment Management opened 35 new positions and closed 22 in Q4 2025.
- WCM Investment Management's portfolio value rose 1% quarter-over-quarter to $48.6B.
Based on WCM Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.