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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
BABA icon
76
Alibaba
BABA
$278B
$33.5M 0.06%
350,234
+100,498
+40% +$12.6M
EVR icon
77
Evercore
EVR
$11.4B
$33.4M 0.06%
99,887
-261
-0.3% -$89.3K
AIT icon
78
Applied Industrial Technologies
AIT
$11.8B
$33.4M 0.06%
99,840
-29,262
-23% -$8.98M
GDS icon
79
GDS Holdings
GDS
$6.24B
$32.6M 0.06%
1,111,344
-622,593
-36% -$24M
AAON icon
80
Aaon
AAON
$6.43B
$32.2M 0.06%
255,888
+102
+0% +$11.9K
PDD icon
81
Pinduoduo
PDD
$116B
$30.3M 0.05%
395,381
+53,566
+16% +$4.95M
NOVT icon
82
Novanta
NOVT
$5.57B
$29.2M 0.05%
185,240
-1,592
-0.9% -$230K
AEIS icon
83
Advanced Energy
AEIS
$11B
$28.7M 0.05%
82,512
-16,180
-16% -$5.66M
BZ icon
84
Kanzhun
BZ
$7.53B
$28.2M 0.05%
2,171,475
+641,634
+42% +$8.8M
GENI icon
85
Genius Sports
GENI
$2.04B
$27.7M 0.05%
4,374,308
+1,456,871
+50% +$7.54M
TXRH icon
86
Texas Roadhouse
TXRH
$12.4B
$26.5M 0.05%
136,902
+515
+0.4% +$87.7K
WSE
87
Wise Group
WSE
$13B
$26.5M 0.05%
+2,192,259
New +$26.2M
SAIA icon
88
Saia
SAIA
$9.2B
$26M 0.05%
61,010
-556
-0.9% -$244K
UMBF icon
89
UMB Financial
UMBF
$10.9B
$25.9M 0.05%
182,176
+3,712
+2% +$477K
GH icon
90
Guardant Health
GH
$21.6B
$25.7M 0.05%
167,010
-2,721
-2% -$296K
WMS icon
91
Advanced Drainage Systems
WMS
$10.2B
$25.5M 0.05%
165,114
+51,177
+45% +$7.31M
FPS
92
Forgent Power Solutions
FPS
$7.96B
$24.7M 0.04%
448,666
-176,412
-28% -$8.05M
HLN icon
93
Haleon
HLN
$43.4B
$24.5M 0.04%
2,623,246
+898,187
+52% +$8.35M
MRCY icon
94
Mercury Systems
MRCY
$5.09B
$24.2M 0.04%
219,320
-4
-0% -$381
RRX icon
95
Regal Rexnord
RRX
$10.8B
$24.1M 0.04%
109,690
-487
-0.4% -$102K
DCO icon
96
Ducommun
DCO
$2.51B
$24M 0.04%
130,272
+8,503
+7% +$1.26M
EGP icon
97
EastGroup Properties
EGP
$10.7B
$23.3M 0.04%
112,762
-354
-0.3% -$70.9K
CHEF icon
98
Chefs' Warehouse
CHEF
$4.66B
$22.5M 0.04%
235,895
-99,583
-30% -$7.71M
DCI icon
99
Donaldson
DCI
$10.5B
$22.3M 0.04%
252,585
+59,763
+31% +$5.14M
PAYP
100
PayPay
PAYP
$11.5B
$22.3M 0.04%
1,528,475
+355,292
+30% +$6.54M
2 3
4
5 6

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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.