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WCM Investment Management Portfolio holdings
AUM
$55.2B
1-Year Est. Return
57.07%
This Fund
S&P 500
This Quarter
Est. Return
+33.29%
1 Year Est. Return
+57.07%
3 Year Est. Return
+206.72%
5 Year Est. Return
+229.02%
10 Year Est. Return
+1,236.16%
AUM
$55.2B
AUM Growth
+$11.3B
(+26%)
Cap. Flow
-$571M
Cap. Flow
% of AUM
-1.03%
Top 10 Holdings %
Top 10 Hldgs %
45.66%
Holding
296
New
33
Increased
104
Reduced
120
Closed
30
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Meta Platforms (Facebook)
META
|
+$1.1B |
| 2 |
Seagate
STX
|
+$743M |
| 3 |
Ventas
VTR
|
+$667M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$340M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$340M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Western Digital
WDC
|
+$2.4B |
| 2 |
Shopify
SHOP
|
+$762M |
| 3 |
Applovin
APP
|
+$624M |
| 4 |
Corning
GLW
|
+$396M |
| 5 |
GoDaddy
GDDY
|
+$279M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 30.96% |
| 2 | Financials | 14.13% |
| 3 | Healthcare | 12.97% |
| 4 | Consumer Discretionary | 9.59% |
| 5 | Industrials | 9.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
FTAI Aviation
FTAI
$20.5B
| – | – |
-7,097
| Closed | -$1.62M |
|
277
Futu Holdings
FUTU
$17.1B
| – | – |
-2,816
| Closed | -$370K |
|
278
Graco
GGG
$12.6B
| – | – |
-19,798
| Closed | -$1.64M |
|
279
HealthEquity
HQY
$8.17B
| – | – |
-193,371
| Closed | -$15.8M |
|
|
HUYA
280
Huya Inc
HUYA
$477M
| – | – |
-82,504
| Closed | -$249K |
|
281
ICF International
ICFI
$1.61B
| – | – |
-111,415
| Closed | -$7.33M |
|
282
IDEX
IEX
$16.4B
| – | – |
-2,789
| Closed | -$512K |
|
283
iShares MSCI India ETF
INDA
$6.75B
| – | – |
-412,317
| Closed | -$18.7M |
|
284
Interparfums
IPAR
$3.65B
| – | – |
-97,039
| Closed | -$8.78M |
|
285
iShares Russell 1000 Growth ETF
IWF
$126B
| – | – |
-148
| Closed | -$15.2K |
|
286
Jacobs Solutions
J
$17.3B
| – | – |
-2,050
| Closed | -$256K |
|
287
Markel Group
MKL
$22.8B
| – | – |
-322
| Closed | -$607K |
|
288
Insight Enterprises
NSIT
$4.67B
| – | – |
-95,071
| Closed | -$6.13M |
|
289
Natera
NTRA
$47.2B
| – | – |
-6,633
| Closed | -$1.24M |
|
290
Primoris Services
PRIM
$3.96B
| – | – |
-124,224
| Closed | -$16.7M |
|
291
PTC
PTC
$16.3B
| – | – |
-8,210
| Closed | -$1.15M |
|
292
RH
RH
$2.77B
| – | – |
-96,298
| Closed | -$12.7M |
|
293
SAP
SAP
$250B
| – | – |
-833,584
| Closed | -$140M |
|
|
SII
294
Sprott
SII
$3.37B
| – | – |
-127,000
| Closed | -$17.1M |
|
295
Verra Mobility
VRRM
$638M
| – | – |
-852,663
| Closed | -$12.1M |
|
296
Yeti Holdings
YETI
$3.02B
| – | – |
-255,906
| Closed | -$9.09M |
|
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WCM Investment Management's Q2 2026 Portfolio in Review
As of Q2 2026, WCM Investment Management held 296 positions worth $55.2B, up 26% from $43.8B the previous quarter. Its ten largest holdings account for 46% of the portfolio.
WCM Investment Management's Q2 2026 filing shows 33 new, 104 increased, 120 reduced and 30 closed positions. Its largest new stake was Ventas: 7,824,883 shares worth $699M. The largest sale was Western Digital, an estimated $2.4B.
By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 28% a quarter earlier, followed by Financials and Healthcare.
- WCM Investment Management's largest Q2 2026 buy was Ventas: 7,824,883 shares worth $699M.
- WCM Investment Management added most to Meta Platforms (Facebook) in Q2 2026, an estimated $1.1B increase.
- WCM Investment Management's biggest Q2 2026 reduction was Western Digital, cutting an estimated $2.4B.
- WCM Investment Management fully exited SAP in Q2 2026, selling an estimated $140M.
- WCM Investment Management's ten largest holdings make up 46% of its $55.2B portfolio in Q2 2026.
- WCM Investment Management opened 33 new positions and closed 30 in Q2 2026.
- WCM Investment Management's portfolio value rose 26% quarter-over-quarter to $55.2B.
Based on WCM Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.