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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
MDGL icon
151
Madrigal Pharmaceuticals
MDGL
$11.9B
$8.1M 0.02%
+18,291
New +$6.82M
INSP icon
152
Inspire Medical Systems
INSP
$1.73B
$8.09M 0.02%
107,032
-3,701
-3% -$375K
CRMT icon
153
America's Car Mart
CRMT
$26.1M
$7.62M 0.02%
259,274
-42,821
-14% -$1.94M
BRCB
154
Black Rock Coffee Bar Inc
BRCB
$157M
$7.42M 0.02%
+310,791
New +$8.12M
BN icon
155
Brookfield
BN
$109B
$6.39M 0.01%
138,704
+18,462
+15% +$818K
IDYA icon
156
IDEAYA Biosciences
IDYA
$3.54B
$6.35M 0.01%
233,412
-6,326
-3% -$153K
VIK icon
157
Viking Holdings
VIK
$46.3B
$6.22M 0.01%
102,036
-19,013
-16% -$1.13M
SBS icon
158
Sabesp
SBS
$18.3B
$6.15M 0.01%
1,296,035
+187,259
+17% +$788K
TSEM icon
159
Tower Semiconductor
TSEM
$28.5B
$5.8M 0.01%
+82,307
New +$4.49M
BABA icon
160
Alibaba
BABA
$317B
$5.55M 0.01%
30,869
+4,412
+17% +$578K
JLL icon
161
Jones Lang LaSalle
JLL
$16.4B
$5.51M 0.01%
18,336
-1,797
-9% -$513K
GRAB icon
162
Grab
GRAB
$15B
$5.37M 0.01%
879,454
-40,247
-4% -$214K
APG icon
163
APi Group
APG
$18.3B
$5.21M 0.01%
152,041
-15,233
-9% -$532K
TT icon
164
Trane Technologies
TT
$105B
$5.11M 0.01%
12,325
-1,625
-12% -$694K
AS icon
165
Amer Sports
AS
$21B
$4.99M 0.01%
144,145
+3,590
+3% +$135K
RYTM icon
166
Rhythm Pharmaceuticals
RYTM
$7.95B
$4.8M 0.01%
+47,733
New +$4.43M
TEVA icon
167
Teva Pharmaceuticals
TEVA
$42.1B
$4.8M 0.01%
250,447
+35,691
+17% +$627K
RBRK icon
168
Rubrik
RBRK
$20.2B
$4.72M 0.01%
+56,605
New +$4.87M
SONY icon
169
Sony
SONY
$140B
$4.68M 0.01%
160,928
+21,740
+16% +$585K
BZ icon
170
Kanzhun
BZ
$7.8B
$4.59M 0.01%
195,915
+26,581
+16% +$570K
EWBC icon
171
East-West Bancorp
EWBC
$18.1B
$4.56M 0.01%
42,821
– –
HLN icon
172
Haleon
HLN
$43.7B
$4.3M 0.01%
486,633
+67,192
+16% +$647K
BHVN icon
173
Biohaven
BHVN
$2.19B
$4.22M 0.01%
287,860
-4,068
-1% -$59.2K
MKSI icon
174
MKS Inc
MKSI
$19.8B
$4.13M 0.01%
33,844
-3,196
-9% -$341K
RELX icon
175
RELX
RELX
$62.1B
$3.56M 0.01%
75,441
+9,859
+15% +$488K
5 6
7
8 9

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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.