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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
RDNT icon
126
RadNet
RDNT
$5.8B
$15M 0.03%
253,448
-3,930
-2% -$221K
HII icon
127
Huntington Ingalls Industries
HII
$11.3B
$14.7M 0.03%
53,152
+9,012
+20% +$3.01M
AGYS icon
128
Agilysys
AGYS
$3.14B
$14.7M 0.03%
141,797
-358
-0.3% -$27.7K
SRAD icon
129
Sportradar
SRAD
$3.82B
$14.4M 0.03%
+955,994
New +$13.9M
VIK icon
130
Viking Holdings
VIK
$38.3B
$14.3M 0.03%
136,137
+82,774
+155% +$7.16M
PCVX icon
131
Vaxcyte
PCVX
$9.1B
$14.1M 0.03%
243,502
+130,871
+116% +$7.11M
TECH icon
132
Bio-Techne
TECH
$11.4B
$14M 0.03%
197,933
-611
-0.3% -$33K
LGND icon
133
Ligand Pharmaceuticals
LGND
$5.69B
$14M 0.03%
44,570
-88
-0.2% -$20.7K
ARWR icon
134
Arrowhead Research
ARWR
$12.2B
$13.8M 0.03%
171,232
-343
-0.2% -$25.3K
GMED icon
135
Globus Medical
GMED
$10.5B
$13.5M 0.02%
160,304
-42,841
-21% -$3.64M
GKOS icon
136
Glaukos
GKOS
$10.5B
$13.3M 0.02%
93,267
-160
-0.2% -$20.2K
KLAC icon
137
KLA
KLAC
$242B
$12.8M 0.02%
45,957
-3,163
-6% -$628K
IRTC icon
138
iRhythm Holdings
IRTC
$4.06B
$12.7M 0.02%
107,000
-1,078
-1% -$125K
SITE icon
139
SiteOne Landscape Supply
SITE
$4.39B
$12.5M 0.02%
108,580
-10,502
-9% -$1.27M
OMCL icon
140
Omnicell
OMCL
$1.57B
$12.3M 0.02%
301,134
-1,277
-0.4% -$51.5K
TTAN
141
ServiceTitan Inc
TTAN
$8.39B
$12.3M 0.02%
174,691
-1,740
-1% -$112K
MDGL icon
142
Madrigal Pharmaceuticals
MDGL
$12.5B
$12.1M 0.02%
22,985
-575
-2% -$295K
BBIO icon
143
BridgeBio Pharma
BBIO
$14.6B
$11.9M 0.02%
165,133
-2,850
-2% -$200K
WPM icon
144
Wheaton Precious Metals
WPM
$70.4B
$11.8M 0.02%
106,022
+56,524
+114% +$7.35M
TSEM icon
145
Tower Semiconductor
TSEM
$25.1B
$11.6M 0.02%
45,228
+23,518
+108% +$5.64M
EFA icon
146
iShares MSCI EAFE ETF
EFA
$80.1B
$11.5M 0.02%
111,461
+13,246
+13% +$1.36M
STM icon
147
STMicroelectronics
STM
$46.6B
$11.4M 0.02%
+152,034
New +$9.14M
RVMD icon
148
Revolution Medicines
RVMD
$45B
$11.2M 0.02%
58,074
-46,915
-45% -$6.85M
AWI icon
149
Armstrong World Industries
AWI
$7.33B
$11M 0.02%
+69,059
New +$11.3M
NXT icon
150
Nextpower Inc. Common Stock
NXT
$12.8B
$10.5M 0.02%
95,027
+1,105
+1% +$136K
4 5
6
7 8

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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.