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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
+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
Cap. Flow
+$214M
Cap. Flow %
0.44%
Top 10 Hldgs %
48.66%
Holding
252
New
33
Increased
81
Reduced
109
Closed
24

Top Buys

Rank Stock Value
1
STX icon
Seagate
STX
+$885M
2
WDC icon
Western Digital
WDC
+$554M
3
GLW icon
Corning
GLW
+$551M
4
ASML icon
ASML
ASML
+$303M
5
THC icon
Tenet Healthcare
THC
+$64.2M

Top Sells

Rank Stock Value
1
TEAM icon
Atlassian
TEAM
+$686M
2
APP icon
Applovin
APP
+$423M
3
NVDA icon
NVIDIA
NVDA
+$327M
4
HOOD icon
Robinhood
HOOD
+$318M
5
STE icon
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
ICFI icon
101
ICF International
ICFI
$1.64B
$19.3M 0.04%
207,559
+109,949
+113% +$10.2M
YETI icon
102
Yeti Holdings
YETI
$3.99B
$19.2M 0.04%
563,881
+90,158
+19% +$3.15M
SKWD icon
103
Skyward Specialty Insurance
SKWD
$2.51B
$18.2M 0.04%
386,656
-53,204
-12% -$2.66M
IPAR icon
104
Interparfums
IPAR
$3.83B
$18.2M 0.04%
181,498
+6,567
+4% +$774K
LSTR icon
105
Landstar System
LSTR
$6.05B
$18M 0.04%
148,102
-22,862
-13% -$3.03M
KTOS icon
106
Kratos Defense & Security Solutions
KTOS
$11.7B
$17.9M 0.04%
+203,479
New +$13M
SITE icon
107
SiteOne Landscape Supply
SITE
$4.34B
$17.8M 0.04%
139,063
-1,836
-1% -$249K
ACIW icon
108
ACI Worldwide
ACIW
$5.34B
$17.8M 0.04%
339,533
-2,139
-0.6% -$101K
BLD
109
DELISTED
TopBuild
BLD
$17.7M 0.04%
+45,165
New +$18M
META icon
110
Meta Platforms (Facebook)
META
$1.52T
$17M 0.04%
22,920
-942
-4% -$701K
PRI icon
111
Primerica
PRI
$9.65B
$16.9M 0.04%
61,191
-184
-0.3% -$49.4K
NSIT icon
112
Insight Enterprises
NSIT
$4.54B
$16.6M 0.03%
147,969
+15,422
+12% +$2.01M
KSPI icon
113
Kaspi.kz JSC
KSPI
$17.9B
$16.4M 0.03%
200,876
-1,774
-0.9% -$155K
KWR icon
114
Quaker Houghton
KWR
$2.96B
$16.4M 0.03%
124,513
+15,461
+14% +$2.03M
CRDO icon
115
Credo Technology Group
CRDO
$44.7B
$16.4M 0.03%
111,998
-52,061
-32% -$6.37M
CHDN icon
116
Churchill Downs
CHDN
$6.02B
$16.1M 0.03%
164,148
-35,565
-18% -$3.66M
PNTG icon
117
Pennant Group
PNTG
$1.38B
$16.1M 0.03%
+639,384
New +$15.7M
KLAR
118
Klarna Group
KLAR
$7.42B
$16M 0.03%
+417,281
New +$17.9M
TXRH icon
119
Texas Roadhouse
TXRH
$13.6B
$16M 0.03%
96,150
-5
-0% -$881
DY icon
120
Dycom Industries
DY
$12B
$15.7M 0.03%
+53,550
New +$14.1M
NOVT icon
121
Novanta
NOVT
$6.2B
$15.6M 0.03%
155,728
-3,105
-2% -$370K
NBIS
122
Nebius Group N.V.
NBIS
$46.7B
$15.2M 0.03%
138,193
-383,732
-74% -$26.6M
AVNT icon
123
Avient
AVNT
$4.19B
$15.2M 0.03%
465,534
-1,366
-0.3% -$47.5K
CWST icon
124
Casella Waste Systems
CWST
$5.73B
$15.2M 0.03%
166,540
-673
-0.4% -$67.8K
CBZ icon
125
CBIZ
CBZ
$2.95B
$15M 0.03%
+278,955
New +$18M
3 4
5
6 7

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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.