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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
+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
(-9.8%)
Cap. Flow
-$491M
Cap. Flow
% of AUM
-1.12%
Top 10 Holdings %
Top 10 Hldgs %
42.34%
Holding
293
New
52
Increased
75
Reduced
129
Closed
30
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Medtronic
MDT
|
+$1.08B |
| 2 |
Teva Pharmaceuticals
TEVA
|
+$863M |
| 3 |
Sea Limited
SE
|
+$845M |
| 4 |
C.H. Robinson
CHRW
|
+$641M |
| 5 |
Illumina
ILMN
|
+$243M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Mercado Libre
MELI
|
+$940M |
| 2 |
Coupang
CPNG
|
+$907M |
| 3 |
monday.com
MNDY
|
+$547M |
| 4 |
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 | |
|---|---|---|---|---|---|---|
|
276
monday.com
MNDY
$3.38B
| – | – |
-3,761,924
| Closed | -$547M |
|
277
Grupo Aeroportuario del Pacifico
PAC
$13.1B
| – | – |
-17,112
| Closed | -$4.5M |
|
278
Penumbra
PEN
$12.5B
| – | – |
-41,053
| Closed | -$12.9M |
|
279
Pool Corp
POOL
$7.33B
| – | – |
-4,208
| Closed | -$972K |
|
280
Ferrari
RACE
$66.3B
| – | – |
-424,528
| Closed | -$158M |
|
281
Ultragenyx Pharmaceutical
RARE
$2.88B
| – | – |
-163,272
| Closed | -$3.72M |
|
282
RELX
RELX
$58.9B
| – | – |
-139,836
| Closed | -$5.75M |
|
283
Repligen
RGEN
$8.31B
| – | – |
-63,604
| Closed | -$10.6M |
|
284
Trip.com Group
TCOM
$26.7B
| – | – |
-3,285
| Closed | -$238K |
|
285
Trane Technologies
TT
$104B
| – | – |
-23,716
| Closed | -$9.29M |
|
286
Varonis Systems
VRNS
$5.46B
| – | – |
-289,128
| Closed | -$9.57M |
|
287
Virtus Investment Partners
VRTS
$1.1B
| – | – |
-87,812
| Closed | -$14.4M |
|
288
Wyndham Hotels & Resorts
WH
$5.73B
| – | – |
-211,065
| Closed | -$16.2M |
|
289
Wolverine World Wide
WWW
$1.51B
| – | – |
-1,224,125
| Closed | -$22.1M |
|
290
Full Truck Alliance
YMM
$9.48B
| – | – |
-26,561
| Closed | -$290K |
|
291
GE Vernova
GEV
$284B
| – | – |
-597,527
| Closed | -$394M |
|
|
KLAR
292
Klarna Group
KLAR
$7.09B
| – | – |
-121,219
| Closed | -$3.52M |
|
|
BRCB
293
Black Rock Coffee Bar Inc
BRCB
$169M
| – | – |
-290,760
| Closed | -$6.68M |
|
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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.