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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
BOOT icon
101
Boot Barn
BOOT
$4.46B
$21.9M 0.04%
133,080
+68
+0.1% +$11K
AGX icon
102
Argan
AGX
$5.78B
$21.4M 0.04%
27,035
+4,019
+17% +$2.67M
PFGC icon
103
Performance Food Group
PFGC
$15.6B
$21.4M 0.04%
189,652
+968
+0.5% +$92.1K
THC icon
104
Tenet Healthcare
THC
$21.2B
$20.5M 0.04%
109,699
+14,970
+16% +$2.75M
DY icon
105
Dycom Industries
DY
$8.91B
$20.4M 0.04%
40,321
-1,247
-3% -$545K
MLCO icon
106
Melco Resorts & Entertainment
MLCO
$1.97B
$20M 0.04%
3,717,241
-177,493
-5% -$991K
SITM icon
107
SiTime
SITM
$17.3B
$19.3M 0.04%
+27,207
New +$17.2M
STRL icon
108
Sterling Infrastructure
STRL
$14.1B
$18.7M 0.03%
22,952
-208
-0.9% -$146K
LLY icon
109
Eli Lilly
LLY
$1.03T
$18.3M 0.03%
14,882
-430
-3% -$439K
AXSM icon
110
Axsome Therapeutics
AXSM
$10.9B
$18.3M 0.03%
75,713
-32,104
-30% -$6.96M
PRI icon
111
Primerica
PRI
$9.17B
$17.6M 0.03%
61,372
-639
-1% -$175K
ACIW icon
112
ACI Worldwide
ACIW
$5.34B
$17.2M 0.03%
346,593
-169,749
-33% -$7.38M
KGS icon
113
Kodiak Gas Services
KGS
$6.24B
$16.8M 0.03%
+225,048
New +$15.3M
KYMR icon
114
Kymera Therapeutics
KYMR
$9.75B
$16.6M 0.03%
151,810
-571
-0.4% -$49.1K
AADX
115
Applied Aerospace & Defense Inc
AADX
$2.16B
$16.6M 0.03%
+800,000
New +$15.7M
ENSG icon
116
The Ensign Group
ENSG
$10B
$16.5M 0.03%
104,002
-3,356
-3% -$592K
VIST icon
117
Vista Energy
VIST
$8.25B
$16.4M 0.03%
255,487
-28,139
-10% -$1.98M
FDX icon
118
FedEx
FDX
$76.8B
$16.3M 0.03%
50,131
-1,402
-3% -$509K
RMBS icon
119
Rambus
RMBS
$9.15B
$16.2M 0.03%
130,986
-34,032
-21% -$4.43M
IBP icon
120
Installed Building Products
IBP
$6.32B
$16M 0.03%
70,564
+5,062
+8% +$1.23M
WING icon
121
Wingstop
WING
$3B
$15.5M 0.03%
93,651
+149
+0.2% +$23.5K
AVNT icon
122
Avient
AVNT
$3.94B
$15.5M 0.03%
420,001
-4,549
-1% -$165K
SNX icon
123
TD Synnex
SNX
$21B
$15.2M 0.03%
+56,298
New +$13.6M
AXGN icon
124
Axogen
AXGN
$2.53B
$15.1M 0.03%
337,099
-222,431
-40% -$8.97M
FN icon
125
Fabrinet
FN
$14.2B
$15.1M 0.03%
28,505
+1,085
+4% +$699K
3 4
5
6 7

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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.