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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
LEU icon
126
Centrus Energy
LEU
$3.75B
$14.3M 0.03%
+45,447
New +$10.1M
AXSM icon
127
Axsome Therapeutics
AXSM
$11.3B
$14.1M 0.03%
119,696
+30
+0% +$3.38K
AMWD
128
DELISTED
American Woodmark
AMWD
$13.8M 0.03%
203,576
-33,226
-14% -$2.04M
BBIO icon
129
BridgeBio Pharma
BBIO
$16.6B
$13.6M 0.03%
260,982
-14,253
-5% -$695K
IRTC icon
130
iRhythm Holdings
IRTC
$4B
$13.1M 0.03%
77,261
+91
+0.1% +$14.5K
CSW
131
CSW Industrials
CSW
$5.73B
$12.8M 0.03%
53,186
-8,764
-14% -$2.35M
VIST icon
132
Vista Energy
VIST
$7.52B
$12.6M 0.03%
354,824
-411,395
-54% -$17M
KVYO icon
133
Klaviyo
KVYO
$5.23B
$12.3M 0.03%
389,303
-229,862
-37% -$7.42M
LLY icon
134
Eli Lilly
LLY
$1.09T
$11.9M 0.02%
16,363
-630
-4% -$469K
FWRG icon
135
First Watch Restaurant Group
FWRG
$737M
$11.7M 0.02%
736,665
-266
-0% -$4.64K
RVMD icon
136
Revolution Medicines
RVMD
$43.9B
$11.7M 0.02%
253,377
-4,437
-2% -$174K
ATRC icon
137
AtriCure
ATRC
$2.13B
$11.4M 0.02%
325,721
-1,777
-0.5% -$61.2K
TECH icon
138
Bio-Techne
TECH
$11.2B
$11.4M 0.02%
+217,380
New +$11.6M
CWAN
139
DELISTED
Clearwater Analytics
CWAN
$11.3M 0.02%
+619,140
New +$12.6M
GRBK icon
140
Green Brick Partners
GRBK
$3.05B
$11.2M 0.02%
152,362
+47
+0% +$3.21K
LRN icon
141
Stride
LRN
$3.36B
$11.1M 0.02%
74,141
-42,926
-37% -$6.29M
PEN icon
142
Penumbra
PEN
$12.9B
$10.9M 0.02%
43,158
-396
-0.9% -$99.9K
FOXF icon
143
Fox Factory Holding Corp
FOXF
$902M
$10.6M 0.02%
+426,531
New +$12M
POWI icon
144
Power Integrations
POWI
$3.57B
$10.2M 0.02%
258,581
-2,048
-0.8% -$98.9K
SPSC icon
145
SPS Commerce
SPSC
$2.7B
$9.91M 0.02%
+94,296
New +$11.2M
ASH icon
146
Ashland
ASH
$3.44B
$9.51M 0.02%
199,630
-73,706
-27% -$3.87M
PTCT icon
147
PTC Therapeutics
PTCT
$6.15B
$8.92M 0.02%
+147,065
New +$7.66M
RARE icon
148
Ultragenyx Pharmaceutical
RARE
$2.66B
$8.75M 0.02%
288,109
+77,640
+37% +$2.33M
RGEN icon
149
Repligen
RGEN
$9.31B
$8.44M 0.02%
67,999
-41,865
-38% -$5.09M
GKOS icon
150
Glaukos
GKOS
$10.7B
$8.36M 0.02%
102,887
+17
+0% +$1.56K
4 5
6
7 8

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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.