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WCM Investment Management

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
Cap. Flow
-$491M
Cap. Flow %
-1.12%
Top 10 Hldgs %
42.34%
Holding
293
New
52
Increased
75
Reduced
129
Closed
30

Top Buys

Rank Stock Value
1
MDT icon
Medtronic
MDT
+$1.08B
2
TEVA icon
Teva Pharmaceuticals
TEVA
+$863M
3
SE icon
Sea Limited
SE
+$845M
4
CHRW icon
C.H. Robinson
CHRW
+$641M
5
ILMN icon
Illumina
ILMN
+$243M

Top Sells

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$940M
2
CPNG icon
Coupang
CPNG
+$907M
3
MNDY icon
monday.com
MNDY
+$547M
4
ASML icon
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
INTR icon
51
Inter&Co
INTR
$2.37B
$79.9M 0.18%
10,439,629
-609,879
-6% -$5.29M
SN icon
52
SharkNinja
SN
$21.9B
$77.4M 0.18%
793,063
+32,524
+4% +$3.81M
ACMR icon
53
ACM Research
ACMR
$5.8B
$70.6M 0.16%
1,860,874
+1,849,914
+16,879% +$98.2M
CLS icon
54
Celestica
CLS
$34.6B
$68.1M 0.16%
264,837
-259,888
-50% -$75.4M
GDS icon
55
GDS Holdings
GDS
$6.24B
$68.1M 0.16%
+1,733,937
New +$74.4M
SBS icon
56
Sabesp
SBS
$20.2B
$64.7M 0.15%
10,994,935
+8,777,957
+396% +$48.2M
CX icon
57
Cemex
CX
$18.7B
$61.5M 0.14%
5,741,766
-296,079
-5% -$3.53M
NBIS
58
Nebius Group N.V.
NBIS
$45.1B
$55M 0.13%
595,840
+432,475
+265% +$43.2M
SLB icon
59
SLB Ltd
SLB
$70.3B
$48.6M 0.11%
942,864
+835,454
+778% +$40.5M
BIDU icon
60
Baidu
BIDU
$36.5B
$48.4M 0.11%
454,295
+411,731
+967% +$55.8M
BN icon
61
Brookfield
BN
$107B
$42.7M 0.1%
1,103,817
+904,701
+454% +$40.1M
KSPI icon
62
Kaspi.kz JSC
KSPI
$16.7B
$41.3M 0.09%
571,412
+323,326
+130% +$24.4M
BG icon
63
Bunge Global
BG
$23.1B
$41.2M 0.09%
+326,216
New +$37.9M
COMP icon
64
Compass
COMP
$8.97B
$41.1M 0.09%
+6,014,373
New +$63.2M
SONY icon
65
Sony
SONY
$124B
$38.8M 0.09%
1,949,592
+1,504,035
+338% +$33.7M
CPNG icon
66
Coupang
CPNG
$29.8B
$35.4M 0.08%
1,938,201
-46,313,322
-96% -$907M
CCJ icon
67
Cameco
CCJ
$37.3B
$35.3M 0.08%
+343,656
New +$39.3M
PDD icon
68
Pinduoduo
PDD
$120B
$33.6M 0.08%
341,815
+113,300
+50% +$11.9M
AIT icon
69
Applied Industrial Technologies
AIT
$12.4B
$33.3M 0.08%
129,102
-4,590
-3% -$1.25M
BABA icon
70
Alibaba
BABA
$276B
$30.5M 0.07%
249,736
+193,947
+348% +$29.2M
CB icon
71
Chubb
CB
$137B
$30.3M 0.07%
93,010
+71,486
+332% +$22.9M
AEIS icon
72
Advanced Energy
AEIS
$11.4B
$29.4M 0.07%
98,692
-2,700
-3% -$783K
NVO
73
Novo Nordisk
NVO
$223B
$28.6M 0.07%
810,997
-1,697,295
-68% -$80.4M
EVR icon
74
Evercore
EVR
$13.2B
$28.6M 0.07%
100,148
-3,674
-4% -$1.2M
KB icon
75
KB Financial Group
KB
$42.3B
$24.5M 0.06%
+251,197
New +$25.2M
1 2
3
4 5

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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.