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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
WTM icon
126
White Mountains Insurance
WTM
$5.49B
$13.2M 0.03%
5,995
-4,687
-44% -$10M
PLUS icon
127
ePlus
PLUS
$2.36B
$13M 0.03%
176,750
-142,693
-45% -$11.7M
RH icon
128
RH
RH
$3.53B
$12.7M 0.03%
96,298
-3,849
-4% -$701K
GENI icon
129
Genius Sports
GENI
$1.81B
$12.4M 0.03%
2,917,437
+2,439,890
+511% +$17.4M
IRTC icon
130
iRhythm Holdings
IRTC
$3.66B
$12.3M 0.03%
108,078
+34,786
+47% +$5.02M
KYMR icon
131
Kymera Therapeutics
KYMR
$9.26B
$12.1M 0.03%
152,381
+47,187
+45% +$3.74M
VRRM icon
132
Verra Mobility
VRRM
$620M
$12.1M 0.03%
852,663
-447,982
-34% -$8.21M
MDGL icon
133
Madrigal Pharmaceuticals
MDGL
$12.4B
$11.9M 0.03%
23,560
+6,306
+37% +$3.01M
AGX icon
134
Argan
AGX
$8.37B
$11.8M 0.03%
23,016
-203,157
-90% -$82.8M
BBIO icon
135
BridgeBio Pharma
BBIO
$15.9B
$11.7M 0.03%
167,983
-6,605
-4% -$479K
ICUI icon
136
ICU Medical
ICUI
$3.94B
$11.5M 0.03%
91,996
-73,227
-44% -$10.5M
META icon
137
Meta Platforms (Facebook)
META
$1.65T
$11.5M 0.03%
21,474
-1,796
-8% -$1.15M
CGNX icon
138
Cognex
CGNX
$10.5B
$11.5M 0.03%
250,099
-130,031
-34% -$6.07M
HLMN icon
139
Hillman Solutions
HLMN
$1.58B
$11M 0.03%
1,382,926
-786,638
-36% -$7.11M
KRMN
140
Karman Holdings
KRMN
$5.92B
$10.9M 0.02%
145,711
-83,586
-36% -$8.06M
TTAN
141
ServiceTitan Inc
TTAN
$7.66B
$10.7M 0.02%
176,431
-7,033
-4% -$543K
NXT icon
142
Nextpower Inc
NXT
$15.2B
$10.6M 0.02%
+93,922
New +$10.4M
TECH icon
143
Bio-Techne
TECH
$11.2B
$10.3M 0.02%
198,544
-7,998
-4% -$480K
AGYS icon
144
Agilysys
AGYS
$3.02B
$10.2M 0.02%
142,155
-4,764
-3% -$414K
ATRC icon
145
AtriCure
ATRC
$1.78B
$10.2M 0.02%
359,761
-12,921
-3% -$441K
ARWR icon
146
Arrowhead Research
ARWR
$10.1B
$9.89M 0.02%
171,575
+32,670
+24% +$2.07M
PNTG icon
147
Pennant Group
PNTG
$1.45B
$9.88M 0.02%
327,927
-327,483
-50% -$10.1M
GKOS icon
148
Glaukos
GKOS
$9.2B
$9.81M 0.02%
93,427
-3,940
-4% -$443K
OMCL icon
149
Omnicell
OMCL
$2.05B
$9.78M 0.02%
+302,411
New +$12.7M
KWR icon
150
Quaker Houghton
KWR
$2.59B
$9.77M 0.02%
78,526
-44,621
-36% -$6.59M
4 5
6
7 8

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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.