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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
+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
(+26%)
Cap. Flow
-$571M
Cap. Flow
% of AUM
-1.03%
Top 10 Holdings %
Top 10 Hldgs %
45.66%
Holding
296
New
33
Increased
104
Reduced
120
Closed
30
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Meta Platforms (Facebook)
META
|
+$1.1B |
| 2 |
Seagate
STX
|
+$743M |
| 3 |
Ventas
VTR
|
+$667M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$340M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$340M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Western Digital
WDC
|
+$2.4B |
| 2 |
Shopify
SHOP
|
+$762M |
| 3 |
Applovin
APP
|
+$624M |
| 4 |
Corning
GLW
|
+$396M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
151
Moog Inc Class A
MOG.A
$11.8B
| $10.5M | 0.02% |
+24,691
| New | +$8.43M |
|
152
Mizuho Financial
MFG
$136B
| $10.5M | 0.02% |
1,099,664
+180,456
| +20% | +$1.62M |
|
153
Kratos Defense & Security Solutions
KTOS
$8.98B
| $10.4M | 0.02% |
220,938
-931
| -0.4% | -$56.3K |
|
154
IonQ
IONQ
$16B
| $10.3M | 0.02% |
+191,814
| New | +$9.72M |
|
155
Semtech
SMTC
$13.8B
| $10.3M | 0.02% |
66,122
-120,722
| -65% | -$15.8M |
|
156
Mirion Technologies
MIR
$4.12B
| $10.3M | 0.02% |
+591,279
| New | +$11M |
|
157
AtriCure
ATRC
$2.62B
| $10.1M | 0.02% |
351,081
-8,680
| -2% | -$244K |
|
|
APGE
158
DELISTED
Apogee Therapeutics
APGE
| $10.1M | 0.02% |
75,974
-56
| -0.1% | -$5.04K |
|
159
Rentokil
RTO
$12B
| $9.37M | 0.02% |
325,684
+49,468
| +18% | +$1.57M |
|
|
SNDK
160
Sandisk
SNDK
$255B
| $9.08M | 0.02% |
4,430
+1,765
| +66% | +$2.52M |
|
161
Rhythm Pharmaceuticals
RYTM
$7.07B
| $8.86M | 0.02% |
80,552
-68
| -0.1% | -$6.15K |
|
162
Praxis Precision Medicines
PRAX
$9.82B
| $8.67M | 0.02% |
+24,739
| New | +$7.83M |
|
163
Energy Fuels
UUUU
$3.83B
| $8.5M | 0.02% |
582,415
-430
| -0.1% | -$7.9K |
|
164
MaxLinear
MXL
$5.69B
| $8.46M | 0.02% |
+78,031
| New | +$5.52M |
|
165
On Holding
ONON
$9.35B
| $8.23M | 0.01% |
+232,341
| New | +$8.49M |
|
166
Grab
GRAB
$14B
| $8.1M | 0.01% |
2,165,063
+1,142,817
| +112% | +$4.16M |
|
167
Amer Sports
AS
$17.2B
| $7.81M | 0.01% |
234,620
+97,300
| +71% | +$3.41M |
|
168
PTC Therapeutics
PTCT
$5.78B
| $7.65M | 0.01% |
93,799
-888
| -0.9% | -$64.1K |
|
|
MDA
169
MDA Space Ltd
MDA
$4.78B
| $7.36M | 0.01% |
193,265
-468,455
| -71% | -$17M |
|
170
Planet Fitness
PLNT
$3.84B
| $7.22M | 0.01% |
140,056
-125,078
| -47% | -$7.34M |
|
|
KRMN
171
Karman Holdings
KRMN
$5.3B
| $6.84M | 0.01% |
145,232
-479
| -0.3% | -$31K |
|
172
DigitalOcean
DOCN
$13.2B
| $6.42M | 0.01% |
+42,872
| New | +$5.8M |
|
173
IDEAYA Biosciences
IDYA
$3.85B
| $6.35M | 0.01% |
173,785
-7,808
| -4% | -$239K |
|
|
PVLA
174
Palvella Therapeutics
PVLA
$2.27B
| $6.22M | 0.01% |
40,140
+176
| +0.4% | +$21.4K |
|
175
Krystal Biotech
KRYS
$10.6B
| $5.96M | 0.01% |
+15,753
| New | +$4.71M |
|
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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.