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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
SII
101
Sprott
SII
$2.68B
$17.1M 0.04%
+127,000
New +$17M
GMED icon
102
Globus Medical
GMED
$10.5B
$17M 0.04%
+203,145
New +$18.2M
IBP icon
103
Installed Building Products
IBP
$6.16B
$16.9M 0.04%
65,502
-12,942
-16% -$3.88M
PRIM icon
104
Primoris Services
PRIM
$4.66B
$16.7M 0.04%
+124,224
New +$18.2M
HII icon
105
Huntington Ingalls Industries
HII
$10.6B
$16.3M 0.04%
+44,140
New +$18.2M
DCI icon
106
Donaldson
DCI
$10.5B
$15.9M 0.04%
+192,822
New +$18.6M
PFGC icon
107
Performance Food Group
PFGC
$17.6B
$15.9M 0.04%
188,684
-6,306
-3% -$577K
HQY icon
108
HealthEquity
HQY
$8.17B
$15.8M 0.04%
193,371
-40,589
-17% -$3.33M
MDA
109
MDA Space Ltd
MDA
$4.9B
$15.6M 0.04%
+661,720
New +$19.5M
SITE icon
110
SiteOne Landscape Supply
SITE
$4.6B
$15.5M 0.04%
119,082
-5,292
-4% -$748K
MRCY icon
111
Mercury Systems
MRCY
$5.77B
$15.3M 0.04%
219,324
-45,565
-17% -$3.97M
PRI icon
112
Primerica
PRI
$9.68B
$15.3M 0.04%
62,011
-1,389
-2% -$358K
AVNT icon
113
Avient
AVNT
$3.39B
$15.1M 0.03%
424,550
-16,113
-4% -$598K
ADUS icon
114
Addus HomeCare
ADUS
$2.14B
$15.1M 0.03%
159,754
-155,315
-49% -$16.5M
WMS icon
115
Advanced Drainage Systems
WMS
$11.3B
$15M 0.03%
113,937
-3,635
-3% -$563K
GH icon
116
Guardant Health
GH
$20.7B
$14.6M 0.03%
169,731
+61,800
+57% +$6.2M
KTOS icon
117
Kratos Defense & Security Solutions
KTOS
$8.63B
$14.5M 0.03%
221,869
-65,313
-23% -$6.26M
WING icon
118
Wingstop
WING
$3.88B
$14.5M 0.03%
93,502
-3,398
-4% -$817K
RDNT icon
119
RadNet
RDNT
$4.89B
$14.3M 0.03%
257,378
-10,846
-4% -$741K
DCO icon
120
Ducommun
DCO
$2.54B
$14.3M 0.03%
121,769
-4,977
-4% -$595K
LLY icon
121
Eli Lilly
LLY
$1.05T
$13.6M 0.03%
15,312
-624
-4% -$633K
DY icon
122
Dycom Industries
DY
$12.2B
$13.5M 0.03%
41,568
-762
-2% -$286K
FN icon
123
Fabrinet
FN
$17.1B
$13.5M 0.03%
+27,420
New +$13.9M
SMTC icon
124
Semtech
SMTC
$11.6B
$13.2M 0.03%
186,844
-97,503
-34% -$8.02M
RMBS icon
125
Rambus
RMBS
$11B
$13.2M 0.03%
165,018
-7,348
-4% -$733K
3 4
5
6 7

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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.