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WCM Investment Management

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
Cap. Flow
-$571M
Cap. Flow %
-1.03%
Top 10 Hldgs %
45.66%
Holding
296
New
33
Increased
104
Reduced
120
Closed
30

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$1.1B
2
STX icon
Seagate
STX
+$743M
3
VTR icon
Ventas
VTR
+$667M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$340M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$340M

Top Sells

Rank Stock Value
1
WDC icon
Western Digital
WDC
+$2.4B
2
SHOP icon
Shopify
SHOP
+$762M
3
APP icon
Applovin
APP
+$624M
4
GLW icon
Corning
GLW
+$396M
5
GDDY icon
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
NBIS
51
Nebius Group N.V.
NBIS
$57.3B
$166M 0.3%
633,765
+37,925
+6% +$7.51M
CRS icon
52
Carpenter Technology
CRS
$23.2B
$151M 0.27%
249,050
-229,264
-48% -$108M
LYG icon
53
Lloyds Banking Group
LYG
$88.3B
$150M 0.27%
26,155,105
-393,129
-1% -$2.13M
BTI icon
54
British American Tobacco
BTI
$121B
$146M 0.27%
2,329,421
-33,397
-1% -$2.02M
SN icon
55
SharkNinja
SN
$24.7B
$139M 0.25%
946,384
+153,321
+19% +$18.4M
FTI icon
56
TechnipFMC
FTI
$31.4B
$131M 0.24%
+2,002,988
New +$142M
CLS icon
57
Celestica
CLS
$39.1B
$114M 0.21%
332,862
+68,025
+26% +$25.5M
ACMR icon
58
ACM Research
ACMR
$4.84B
$109M 0.2%
917,651
-943,223
-51% -$66.7M
BAP icon
59
Credicorp
BAP
$30.5B
$107M 0.19%
278,043
+15,075
+6% +$5.15M
SBS icon
60
Sabesp
SBS
$18B
$92.5M 0.17%
15,916,320
+4,921,385
+45% +$29.8M
SONY icon
61
Sony
SONY
$146B
$88.4M 0.16%
4,329,142
+2,379,550
+122% +$50.2M
COMP icon
62
Compass
COMP
$8.49B
$87.4M 0.16%
7,287,246
+1,272,873
+21% +$10.6M
CX icon
63
Cemex
CX
$15.7B
$82.1M 0.15%
6,765,283
+1,023,517
+18% +$12.7M
ACWI icon
64
iShares MSCI ACWI ETF
ACWI
$33.5B
$68.4M 0.12%
438,825
+368,363
+523% +$56.3M
BN icon
65
Brookfield
BN
$90.2B
$66.3M 0.12%
1,573,553
+469,736
+43% +$21M
BIDU icon
66
Baidu
BIDU
$32.4B
$65.6M 0.12%
585,072
+130,777
+29% +$16.2M
SLB icon
67
SLB Ltd
SLB
$85.2B
$62.8M 0.11%
1,353,584
+410,720
+44% +$22M
KSPI icon
68
Kaspi.kz JSC
KSPI
$20.5B
$57.4M 0.1%
656,410
+84,998
+15% +$7.21M
NVO
69
Novo Nordisk
NVO
$210B
$57.1M 0.1%
1,181,027
+370,030
+46% +$15.9M
BG icon
70
Bunge Global
BG
$23.1B
$52.6M 0.1%
481,775
+155,559
+48% +$19.1M
CCJ icon
71
Cameco
CCJ
$43.8B
$50.6M 0.09%
488,931
+145,275
+42% +$16.3M
CPNG icon
72
Coupang
CPNG
$27.9B
$45.8M 0.08%
2,604,060
+665,859
+34% +$12M
CB icon
73
Chubb
CB
$134B
$45.7M 0.08%
133,255
+40,245
+43% +$13.1M
DPC
74
DPC Holdings PLC
DPC
$6.21B
$41.4M 0.08%
+800,000
New +$39M
KB icon
75
KB Financial Group
KB
$46.5B
$40.1M 0.07%
396,115
+144,918
+58% +$15.3M
1 2
3
4 5

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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.