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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
PAYP
76
PayPay
PAYP
$10.6B
$24.2M 0.06%
+1,173,183
New +$24.8M
TXRH icon
77
Texas Roadhouse
TXRH
$13B
$22.1M 0.05%
136,387
+9,287
+7% +$1.67M
VIST icon
78
Vista Energy
VIST
$7.13B
$21.7M 0.05%
283,626
-61,464
-18% -$3.58M
MLCO icon
79
Melco Resorts & Entertainment
MLCO
$2.12B
$21.7M 0.05%
3,894,734
-178,365
-4% -$1.08M
ENSG icon
80
The Ensign Group
ENSG
$10B
$21.5M 0.05%
107,358
-91,540
-46% -$17.9M
NOVT icon
81
Novanta
NOVT
$5.3B
$21.1M 0.05%
186,832
-9,664
-5% -$1.27M
ACIW icon
82
ACI Worldwide
ACIW
$5.9B
$20.8M 0.05%
516,342
+74,085
+17% +$3.11M
EGP icon
83
EastGroup Properties
EGP
$11.9B
$20.8M 0.05%
113,116
-4,226
-4% -$789K
SAIA icon
84
Saia
SAIA
$11.6B
$20.7M 0.05%
61,566
-1,423
-2% -$519K
BZ icon
85
Kanzhun
BZ
$6.66B
$20.4M 0.05%
1,529,841
+1,207,553
+375% +$20.5M
AAON icon
86
Aaon
AAON
$9.13B
$20M 0.05%
255,786
-9,377
-4% -$852K
CHEF icon
87
Chefs' Warehouse
CHEF
$3.96B
$19.7M 0.05%
335,478
-12,398
-4% -$793K
RRX icon
88
Regal Rexnord
RRX
$13.8B
$19.6M 0.04%
110,177
-38,655
-26% -$7.18M
UMBF icon
89
UMB Financial
UMBF
$11.1B
$19.6M 0.04%
178,464
-6,621
-4% -$797K
PLNT icon
90
Planet Fitness
PLNT
$4.14B
$19.5M 0.04%
265,134
+97,697
+58% +$8.59M
ESI icon
91
Element Solutions
ESI
$9.11B
$19.3M 0.04%
597,018
-436,362
-42% -$13.7M
INDA icon
92
iShares MSCI India ETF
INDA
$6.83B
$18.7M 0.04%
412,317
-91,343
-18% -$4.68M
BOOT icon
93
Boot Barn
BOOT
$4.63B
$18.6M 0.04%
133,012
+45,557
+52% +$8.26M
THC icon
94
Tenet Healthcare
THC
$16.8B
$17.8M 0.04%
94,729
-306,239
-76% -$64.5M
BLD
95
DELISTED
TopBuild
BLD
$17.7M 0.04%
52,843
-1,322
-2% -$592K
FDX icon
96
FedEx
FDX
$74.7B
$17.6M 0.04%
+51,533
New +$17.9M
AXGN icon
97
Axogen
AXGN
$2.12B
$17.5M 0.04%
559,530
+158,914
+40% +$5.17M
FPS
98
Forgent Power Solutions
FPS
$10.3B
$17.5M 0.04%
+625,078
New +$20.8M
AXSM icon
99
Axsome Therapeutics
AXSM
$11.8B
$17.3M 0.04%
107,817
-4,241
-4% -$733K
HLN icon
100
Haleon
HLN
$44.5B
$17.3M 0.04%
1,725,059
+711,817
+70% +$7.41M
2 3
4
5 6

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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.