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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 | |
|---|---|---|---|---|---|---|
251
Centrus Energy
LEU
$3.69B
| – | – |
-45,447
| Closed | -$14.3M |
|
252
Stride
LRN
$3.27B
| – | – |
-74,141
| Closed | -$11.1M |
|
253
Oracle
ORCL
$417B
| – | – |
-881
| Closed | -$249K |
|
254
Power Integrations
POWI
$3.51B
| – | – |
-258,581
| Closed | -$10.2M |
|
255
Powell Industries
POWL
$7.58B
| – | – |
-198,900
| Closed | -$20.1M |
|
256
ResMed
RMD
$32.4B
| – | – |
-11,474
| Closed | -$3.11M |
|
257
SPS Commerce
SPSC
$2.68B
| – | – |
-94,296
| Closed | -$9.91M |
|
|
258
Steris
STE
$23.4B
| – | – |
-1,171,994
| Closed | -$288M |
|
259
Trex
TREX
$5.07B
| – | – |
-39,566
| Closed | -$2.03M |
|
|
260
UnitedHealth
UNH
$367B
| – | – |
-1,254,752
| Closed | -$433M |
|
261
Western Alliance Bancorporation
WAL
$8.93B
| – | – |
-290,047
| Closed | -$25.3M |
|
262
WIX.com
WIX
$2.78B
| – | – |
-119,521
| Closed | -$21.6M |
|
|
YSG
263
Yatsen Holding
YSG
$312M
| – | – |
-12,252
| Closed | -$114K |
|
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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.