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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
+1.25%
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
$43.8B
AUM Growth
-$4.76B
Cap. Flow
-$491M
Cap. Flow %
-1.12%
Top 10 Hldgs %
42.34%
Holding
293
New
52
Increased
75
Reduced
129
Closed
30

Top Buys

Rank Stock Value
1
MDT icon
Medtronic
MDT
+$1.08B
2
TEVA icon
Teva Pharmaceuticals
TEVA
+$863M
3
SE icon
Sea Limited
SE
+$845M
4
CHRW icon
C.H. Robinson
CHRW
+$641M
5
ILMN icon
Illumina
ILMN
+$243M

Top Sells

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$940M
2
CPNG icon
Coupang
CPNG
+$907M
3
MNDY icon
monday.com
MNDY
+$547M
4
ASML icon
ASML
ASML
+$503M
5
WCN
Waste Connections
WCN
+$402M

Sector Composition

Rank Sector Weight
1 Technology 28.03%
2 Financials 16.64%
3 Healthcare 13.82%
4 Industrials 11.07%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PTCT icon
176
PTC Therapeutics
PTCT
$6.47B
$6.22M 0.01%
94,687
-15,580
-14% -$1.1M
STC icon
177
Stewart Information Services
STC
$2.12B
$6.2M 0.01%
101,466
+176
+0.2% +$11.7K
PCVX icon
178
Vaxcyte
PCVX
$8.01B
$6.19M 0.01%
+112,631
New +$6.11M
NSIT icon
179
Insight Enterprises
NSIT
$3.45B
$6.13M 0.01%
95,071
-47,817
-33% -$3.91M
WPM icon
180
Wheaton Precious Metals
WPM
$47B
$6.12M 0.01%
+49,498
New +$6.88M
LMB icon
181
Limbach Holdings
LMB
$880M
$6.07M 0.01%
+78,381
New +$6.6M
QCRH icon
182
QCR Holdings
QCRH
$1.61B
$6.02M 0.01%
71,300
+10,314
+17% +$898K
APGE icon
183
Apogee Therapeutics
APGE
$10.1B
$5.99M 0.01%
+76,030
New +$5.52M
IDYA icon
184
IDEAYA Biosciences
IDYA
$3.41B
$5.71M 0.01%
181,593
-37,675
-17% -$1.26M
CSW
185
CSW Industrials
CSW
$4.48B
$5.7M 0.01%
21,968
-31,163
-59% -$9.06M
CRDO icon
186
Credo Technology Group
CRDO
$39.5B
$5.59M 0.01%
63,705
-3,024
-5% -$368K
CASH icon
187
Pathward Financial
CASH
$1.89B
$5.49M 0.01%
+62,463
New +$5.44M
GPI icon
188
Group 1 Automotive
GPI
$3.64B
$5.05M 0.01%
+15,359
New +$5.36M
CCC
189
CCC Intelligent Solutions
CCC
$3.67B
$4.98M 0.01%
+853,796
New +$5.59M
LOB icon
190
Live Oak Bancshares
LOB
$1.93B
$4.95M 0.01%
+153,534
New +$5.66M
CBZ icon
191
CBIZ
CBZ
$2.24B
$4.95M 0.01%
183,268
-91,362
-33% -$3.22M
EWBC icon
192
East-West Bancorp
EWBC
$18.3B
$4.45M 0.01%
42,821
– –
PVLA
193
Palvella Therapeutics
PVLA
$1.78B
$4.42M 0.01%
+39,964
New +$4.17M
AS icon
194
Amer Sports
AS
$21.1B
$4.26M 0.01%
137,320
-58,528
-30% -$2.14M
UEC icon
195
Uranium Energy
UEC
$4.65B
$3.71M 0.01%
296,254
-21,035
-7% -$324K
VIK icon
196
Viking Holdings
VIK
$43.2B
$3.65M 0.01%
53,363
-35,164
-40% -$2.57M
GRAB icon
197
Grab
GRAB
$14.8B
$3.61M 0.01%
1,022,246
+55,121
+6% +$234K
TSEM icon
198
Tower Semiconductor
TSEM
$25.7B
$3.44M 0.01%
21,710
-164,272
-88% -$22.1M
BWXT icon
199
BWX Technologies
BWXT
$15.5B
$3.36M 0.01%
17,515
-21
-0.1% -$4.26K
MTZ icon
200
MasTec
MTZ
$26.6B
$2.93M 0.01%
+9,576
New +$2.59M
6 7
8
9 10

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WCM Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, WCM Investment Management held 293 positions worth $43.8B, down 9.8% from $48.6B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

WCM Investment Management's Q1 2026 filing shows 52 new, 75 increased, 129 reduced and 30 closed positions. Its largest new stake was Medtronic: 11,265,714 shares worth $966M. The largest sale was Mercado Libre, an estimated $940M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 27% a quarter earlier, followed by Financials and Healthcare.

  • WCM Investment Management's largest Q1 2026 buy was Medtronic: 11,265,714 shares worth $966M.
  • WCM Investment Management added most to Teva Pharmaceuticals in Q1 2026, an estimated $863M increase.
  • WCM Investment Management's biggest Q1 2026 reduction was Mercado Libre, cutting an estimated $940M.
  • WCM Investment Management fully exited monday.com in Q1 2026, selling an estimated $547M.
  • WCM Investment Management's ten largest holdings make up 42% of its $43.8B portfolio in Q1 2026.
  • WCM Investment Management opened 52 new positions and closed 30 in Q1 2026.
  • WCM Investment Management's portfolio value fell 9.8% quarter-over-quarter to $43.8B.

Based on WCM Investment Management's 13F filing for Q1 2026, filed 7 May 2026.