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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
+0.68%
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
$48.6B
AUM Growth
+$504M
Cap. Flow
+$1.61B
Cap. Flow %
3.31%
Top 10 Hldgs %
42.45%
Holding
263
New
35
Increased
56
Reduced
143
Closed
22

Top Buys

Rank Stock Value
1
SHOP icon
Shopify
SHOP
+$1.08B
2
FERG icon
Ferguson
FERG
+$1.05B
3
CAH icon
Cardinal Health
CAH
+$759M
4
WELL icon
Welltower
WELL
+$586M
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$339M

Top Sells

Rank Stock Value
1
SPOT icon
Spotify
SPOT
+$561M
2
HOOD icon
Robinhood
HOOD
+$453M
3
UNH icon
UnitedHealth
UNH
+$433M
4
STE icon
Steris
STE
+$288M
5
APP icon
Applovin
APP
+$117M

Sector Composition

Rank Sector Weight
1 Technology 26.66%
2 Financials 17.64%
3 Consumer Discretionary 15.56%
4 Industrials 10.89%
5 Communication Services 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVLT icon
126
Commault Systems
CVLT
$5.78B
$15.3M 0.03%
120,362
-7,452
-6% -$1.05M
ATRC icon
127
AtriCure
ATRC
$2.12B
$15M 0.03%
372,682
+46,961
+14% +$1.72M
ICFI icon
128
ICF International
ICFI
$1.64B
$14.9M 0.03%
171,972
-35,587
-17% -$3.02M
DY icon
129
Dycom Industries
DY
$12B
$14.5M 0.03%
42,330
-11,220
-21% -$3.54M
VRTS icon
130
Virtus Investment Partners
VRTS
$1.11B
$14.4M 0.03%
87,812
-19,860
-18% -$3.36M
CBZ icon
131
CBIZ
CBZ
$2.95B
$14.1M 0.03%
274,630
-4,325
-2% -$227K
NBIS
132
Nebius Group N.V.
NBIS
$46.7B
$13.9M 0.03%
163,365
+25,172
+18% +$2.61M
AVNT icon
133
Avient
AVNT
$4.19B
$13.9M 0.03%
440,663
-24,871
-5% -$770K
CGNX icon
134
Cognex
CGNX
$10.8B
$13.8M 0.03%
380,130
-64,853
-15% -$2.63M
BBIO icon
135
BridgeBio Pharma
BBIO
$16.6B
$13.2M 0.03%
174,588
-86,394
-33% -$5.67M
AXGN icon
136
Axogen
AXGN
$2.59B
$13.1M 0.03%
+400,616
New +$9.85M
IRTC icon
137
iRhythm Holdings
IRTC
$4.11B
$13.1M 0.03%
73,292
-3,969
-5% -$703K
PEN icon
138
Penumbra
PEN
$12.8B
$12.9M 0.03%
41,053
-2,105
-5% -$581K
IPAR icon
139
Interparfums
IPAR
$3.83B
$12.5M 0.03%
148,055
-33,443
-18% -$2.94M
TECH icon
140
Bio-Techne
TECH
$11.2B
$12.2M 0.03%
206,542
-10,838
-5% -$659K
DCO icon
141
Ducommun
DCO
$2.94B
$12.1M 0.02%
+126,746
New +$11.8M
NSIT icon
142
Insight Enterprises
NSIT
$4.54B
$11.9M 0.02%
142,888
-5,081
-3% -$476K
SONY icon
143
Sony
SONY
$140B
$11.5M 0.02%
445,557
+284,629
+177% +$7.99M
GKOS icon
144
Glaukos
GKOS
$10.7B
$11.1M 0.02%
97,367
-5,520
-5% -$527K
GH icon
145
Guardant Health
GH
$22.4B
$10.9M 0.02%
+107,931
New +$9.66M
SBS icon
146
Sabesp
SBS
$18.3B
$10.7M 0.02%
2,216,978
+920,943
+71% +$4.45M
RGEN icon
147
Repligen
RGEN
$9.21B
$10.6M 0.02%
63,604
-4,395
-6% -$688K
CWAN
148
DELISTED
Clearwater Analytics
CWAN
$10.4M 0.02%
432,025
-187,115
-30% -$3.75M
HLN icon
149
Haleon
HLN
$43.7B
$10.2M 0.02%
1,013,242
+526,609
+108% +$5.01M
MDGL icon
150
Madrigal Pharmaceuticals
MDGL
$11.9B
$10.1M 0.02%
17,254
-1,037
-6% -$530K
4 5
6
7 8

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WCM Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, WCM Investment Management held 263 positions worth $48.6B, up 1% from $48.1B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

WCM Investment Management deployed $1.61B of net new capital in Q4 2025, opening 35 new positions and adding to 56 existing holdings. Its largest new stake was Shopify: 6,700,679 shares worth $1.1B.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 24% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Spotify, an estimated $561M trimmed.

  • WCM Investment Management's largest Q4 2025 buy was Shopify: 6,700,679 shares worth $1.1B.
  • WCM Investment Management added most to Welltower in Q4 2025, an estimated $586M increase.
  • WCM Investment Management's biggest Q4 2025 reduction was Spotify, cutting an estimated $561M.
  • WCM Investment Management fully exited UnitedHealth in Q4 2025, selling an estimated $433M.
  • WCM Investment Management's ten largest holdings make up 42% of its $48.6B portfolio in Q4 2025.
  • WCM Investment Management opened 35 new positions and closed 22 in Q4 2025.
  • WCM Investment Management's portfolio value rose 1% quarter-over-quarter to $48.6B.

Based on WCM Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.