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WCM Investment Management Portfolio holdings
AUM
$43.8B
1-Year Est. Return
42.28%
This Fund
S&P 500
This Quarter
Est. Return
+15.6%
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
$48.1B
AUM Growth
+$4.25B
(+9.7%)
Cap. Flow
+$214M
Cap. Flow
% of AUM
0.44%
Top 10 Holdings %
Top 10 Hldgs %
48.66%
Holding
252
New
33
Increased
81
Reduced
109
Closed
24
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Seagate
STX
|
+$885M |
| 2 |
Western Digital
WDC
|
+$554M |
| 3 |
Corning
GLW
|
+$551M |
| 4 |
ASML
ASML
|
+$303M |
| 5 |
Tenet Healthcare
THC
|
+$64.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Atlassian
TEAM
|
+$686M |
| 2 |
Applovin
APP
|
+$423M |
| 3 |
NVIDIA
NVDA
|
+$327M |
| 4 |
Robinhood
HOOD
|
+$318M |
| 5 |
Steris
STE
|
+$222M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 23.74% |
| 2 | Consumer Discretionary | 20.15% |
| 3 | Financials | 18.96% |
| 4 | Communication Services | 12.5% |
| 5 | Industrials | 8.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Commault Systems
CVLT
$5.8B
| $24.7M | 0.05% |
127,814
-2,539
| -2% | -$458K |
|
|
FLY
77
Firefly Aerospace
FLY
$4.19B
| $24.4M | 0.05% |
+661,197
| New | +$29.7M |
|
78
Hayward Holdings
HAYW
$3.31B
| $24.3M | 0.05% |
1,631,795
-228,949
| -12% | -$3.51M |
|
79
ICU Medical
ICUI
$4.61B
| $24.3M | 0.05% |
207,441
-29,182
| -12% | -$3.7M |
|
80
Installed Building Products
IBP
$6.42B
| $24.2M | 0.05% |
97,008
-17,068
| -15% | -$4.05M |
|
81
Hillman Solutions
HLMN
$1.78B
| $23.8M | 0.05% |
2,592,863
-364,092
| -12% | -$3.29M |
|
82
HealthEquity
HQY
$8.96B
| $23.7M | 0.05% |
248,382
-568
| -0.2% | -$53.5K |
|
83
Icon
ICLR
$12.7B
| $23.5M | 0.05% |
143,913
-56,033
| -28% | -$9.38M |
|
84
Regal Rexnord
RRX
$11.7B
| $22.8M | 0.05% |
157,722
+45
| +0% | +$6.63K |
|
85
White Mountains Insurance
WTM
$5.05B
| $22.2M | 0.05% |
13,235
+138
| +1% | +$246K |
|
86
Wyndham Hotels & Resorts
WH
$5.36B
| $21.8M | 0.05% |
269,244
-18,537
| -6% | -$1.6M |
|
87
UMB Financial
UMBF
$11.2B
| $21.8M | 0.05% |
+183,800
| New | +$21.2M |
|
88
Chefs' Warehouse
CHEF
$4.49B
| $21.7M | 0.05% |
371,371
-3,470
| -0.9% | -$221K |
|
89
WIX.com
WIX
$2.65B
| $21.6M | 0.04% |
119,521
-30,122
| -20% | -$4.53M |
|
90
Performance Food Group
PFGC
$17.8B
| $21.5M | 0.04% |
206,420
+10,779
| +6% | +$1.08M |
|
91
RadNet
RDNT
$6.03B
| $21.3M | 0.04% |
285,778
+70,244
| +33% | +$4.56M |
|
92
EastGroup Properties
EGP
$10.9B
| $21.1M | 0.04% |
124,316
+23,129
| +23% | +$3.84M |
|
93
RH
RH
$3.53B
| $21M | 0.04% |
106,047
+317
| +0.3% | +$68.9K |
|
94
Cadre Holdings
CDRE
$1.41B
| $21M | 0.04% |
578,564
+48,020
| +9% | +$1.55M |
|
95
Virtus Investment Partners
VRTS
$1.13B
| $20.6M | 0.04% |
107,672
-17,406
| -14% | -$3.42M |
|
96
Boot Barn
BOOT
$5.13B
| $20.4M | 0.04% |
123,038
-36,753
| -23% | -$6.33M |
|
97
Cognex
CGNX
$10.9B
| $20.3M | 0.04% |
+444,983
| New | +$18M |
|
98
Dorman Products
DORM
$4.02B
| $20.1M | 0.04% |
132,615
-67,285
| -34% | -$9.65M |
|
99
Powell Industries
POWL
$7.71B
| $20.1M | 0.04% |
198,900
-855
| -0.4% | -$72.5K |
|
100
Saia
SAIA
$9.58B
| $20M | 0.04% |
67,820
-2,552
| -4% | -$770K |
|
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WCM Investment Management's Q3 2025 Portfolio in Review
As of Q3 2025, WCM Investment Management held 252 positions worth $48.1B, up 9.7% from $43.8B the previous quarter. Its ten largest holdings account for 49% of the portfolio.
WCM Investment Management's Q3 2025 filing shows 33 new, 81 increased, 109 reduced and 24 closed positions. Its largest new stake was Seagate: 5,182,949 shares worth $1.19B. The largest sale was Atlassian, an estimated $686M.
By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 21% a quarter earlier, followed by Consumer Discretionary and Financials.
- WCM Investment Management's largest Q3 2025 buy was Seagate: 5,182,949 shares worth $1.19B.
- WCM Investment Management added most to ASML in Q3 2025, an estimated $303M increase.
- WCM Investment Management's biggest Q3 2025 reduction was Applovin, cutting an estimated $423M.
- WCM Investment Management fully exited Atlassian in Q3 2025, selling an estimated $686M.
- WCM Investment Management's ten largest holdings make up 49% of its $48.1B portfolio in Q3 2025.
- WCM Investment Management opened 33 new positions and closed 24 in Q3 2025.
- WCM Investment Management's portfolio value rose 9.7% quarter-over-quarter to $48.1B.
Based on WCM Investment Management's 13F filing for Q3 2025, filed 4 Nov 2025.