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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
CRDO icon
151
Credo Technology Group
CRDO
$44.7B
$9.67M 0.02%
66,729
-45,269
-40% -$6.96M
VRNS icon
152
Varonis Systems
VRNS
$4.87B
$9.57M 0.02%
289,128
-143,343
-33% -$6.02M
ASH icon
153
Ashland
ASH
$3.45B
$9.41M 0.02%
159,149
-40,481
-20% -$2.14M
ARWR icon
154
Arrowhead Research
ARWR
$12.5B
$9.34M 0.02%
+138,905
New +$6.81M
RVMD icon
155
Revolution Medicines
RVMD
$44.4B
$9.34M 0.02%
117,215
-136,162
-54% -$8.93M
TT icon
156
Trane Technologies
TT
$105B
$9.29M 0.02%
23,716
+11,391
+92% +$4.71M
BN icon
157
Brookfield
BN
$109B
$9.22M 0.02%
199,116
+60,412
+44% +$2.75M
LGND icon
158
Ligand Pharmaceuticals
LGND
$5.89B
$8.68M 0.02%
+45,621
New +$8.77M
PTCT icon
159
PTC Therapeutics
PTCT
$6.23B
$8.4M 0.02%
110,267
-36,798
-25% -$2.67M
BABA icon
160
Alibaba
BABA
$317B
$8.22M 0.02%
55,789
+24,920
+81% +$4.06M
KYMR icon
161
Kymera Therapeutics
KYMR
$9.03B
$8.22M 0.02%
+105,194
New +$7.1M
IDYA icon
162
IDEAYA Biosciences
IDYA
$3.54B
$7.57M 0.02%
219,268
-14,144
-6% -$451K
AS icon
163
Amer Sports
AS
$21B
$7.39M 0.02%
195,848
+51,703
+36% +$1.77M
STC icon
164
Stewart Information Services
STC
$2.01B
$7.12M 0.01%
+101,290
New +$7.29M
CB icon
165
Chubb
CB
$134B
$6.76M 0.01%
21,524
+10,310
+92% +$3.01M
BRCB
166
Black Rock Coffee Bar Inc
BRCB
$157M
$6.68M 0.01%
290,760
-20,031
-6% -$465K
BZ icon
167
Kanzhun
BZ
$7.8B
$6.59M 0.01%
322,288
+126,373
+65% +$2.73M
VIK icon
168
Viking Holdings
VIK
$46.3B
$6.38M 0.01%
88,527
-13,509
-13% -$862K
CNTA
169
DELISTED
Centessa Pharmaceuticals
CNTA
$6.36M 0.01%
+257,190
New +$6.51M
RTO icon
170
Rentokil
RTO
$12.2B
$6.35M 0.01%
+212,333
New +$5.9M
AX icon
171
Axos Financial
AX
$5.63B
$6.07M 0.01%
+69,971
New +$5.76M
RELX icon
172
RELX
RELX
$62.1B
$5.75M 0.01%
139,836
+64,395
+85% +$2.75M
TFIN icon
173
Triumph Financial Inc
TFIN
$1.8B
$5.64M 0.01%
+89,660
New +$5.02M
BIDU icon
174
Baidu
BIDU
$37.1B
$5.63M 0.01%
42,564
+21,286
+100% +$2.64M
ITRI icon
175
Itron
ITRI
$4.49B
$5.5M 0.01%
+58,318
New +$6.35M
5 6
7
8 9

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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.