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WCM Investment Management Portfolio holdings
AUM
$55.2B
1-Year Est. Return
57.07%
This Fund
S&P 500
This Quarter
Est. Return
+1.25%
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
$43.8B
AUM Growth
-$4.76B
(-9.8%)
Cap. Flow
-$491M
Cap. Flow
% of AUM
-1.12%
Top 10 Holdings %
Top 10 Hldgs %
42.34%
Holding
293
New
52
Increased
75
Reduced
129
Closed
30
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Medtronic
MDT
|
+$1.08B |
| 2 |
Teva Pharmaceuticals
TEVA
|
+$863M |
| 3 |
Sea Limited
SE
|
+$845M |
| 4 |
C.H. Robinson
CHRW
|
+$641M |
| 5 |
Illumina
ILMN
|
+$243M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Mercado Libre
MELI
|
+$940M |
| 2 |
Coupang
CPNG
|
+$907M |
| 3 |
monday.com
MNDY
|
+$547M |
| 4 |
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
$3.03B
| $17.1M | 0.04% |
+127,000
| New | +$17M |
|
102
Globus Medical
GMED
$11.5B
| $17M | 0.04% |
+203,145
| New | +$18.2M |
|
103
Installed Building Products
IBP
$6.54B
| $16.9M | 0.04% |
65,502
-12,942
| -16% | -$3.88M |
|
104
Primoris Services
PRIM
$4.35B
| $16.7M | 0.04% |
+124,224
| New | +$18.2M |
|
105
Huntington Ingalls Industries
HII
$12.8B
| $16.3M | 0.04% |
+44,140
| New | +$18.2M |
|
106
Donaldson
DCI
$11.1B
| $15.9M | 0.04% |
+192,822
| New | +$18.6M |
|
107
Performance Food Group
PFGC
$16.4B
| $15.9M | 0.04% |
188,684
-6,306
| -3% | -$577K |
|
108
HealthEquity
HQY
$8.83B
| $15.8M | 0.04% |
193,371
-40,589
| -17% | -$3.33M |
|
|
MDA
109
MDA Space Ltd
MDA
$5.64B
| $15.6M | 0.04% |
+661,720
| New | +$19.5M |
|
110
SiteOne Landscape Supply
SITE
$4.27B
| $15.5M | 0.04% |
119,082
-5,292
| -4% | -$748K |
|
111
Mercury Systems
MRCY
$6.59B
| $15.3M | 0.04% |
219,324
-45,565
| -17% | -$3.97M |
|
112
Primerica
PRI
$9.62B
| $15.3M | 0.04% |
62,011
-1,389
| -2% | -$358K |
|
113
Avient
AVNT
$4.23B
| $15.1M | 0.03% |
424,550
-16,113
| -4% | -$598K |
|
114
Addus HomeCare
ADUS
$2.2B
| $15.1M | 0.03% |
159,754
-155,315
| -49% | -$16.5M |
|
115
Advanced Drainage Systems
WMS
$11.3B
| $15M | 0.03% |
113,937
-3,635
| -3% | -$563K |
|
116
Guardant Health
GH
$21.4B
| $14.6M | 0.03% |
169,731
+61,800
| +57% | +$6.2M |
|
117
Kratos Defense & Security Solutions
KTOS
$11.8B
| $14.5M | 0.03% |
221,869
-65,313
| -23% | -$6.26M |
|
118
Wingstop
WING
$3.1B
| $14.5M | 0.03% |
93,502
-3,398
| -4% | -$817K |
|
119
RadNet
RDNT
$6.08B
| $14.3M | 0.03% |
257,378
-10,846
| -4% | -$741K |
|
120
Ducommun
DCO
$3.01B
| $14.3M | 0.03% |
121,769
-4,977
| -4% | -$595K |
|
121
Eli Lilly
LLY
$1.08T
| $13.6M | 0.03% |
15,312
-624
| -4% | -$633K |
|
122
Dycom Industries
DY
$12.3B
| $13.5M | 0.03% |
41,568
-762
| -2% | -$286K |
|
123
Fabrinet
FN
$20.3B
| $13.5M | 0.03% |
+27,420
| New | +$13.9M |
|
124
Semtech
SMTC
$12.4B
| $13.2M | 0.03% |
186,844
-97,503
| -34% | -$8.02M |
|
125
Rambus
RMBS
$10.8B
| $13.2M | 0.03% |
165,018
-7,348
| -4% | -$733K |
|
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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.