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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
EMBJ
201
Embraer S.A. ADS
EMBJ
$11.7B
$2.91M 0.01%
52,337
+10,276
+24% +$704K
TDY icon
202
Teledyne Technologies
TDY
$29B
$2.85M 0.01%
4,882
-2
-0% -$1.25K
APG icon
203
APi Group
APG
$17.1B
$2.8M 0.01%
71,594
+1,471
+2% +$62.4K
JLL icon
204
Jones Lang LaSalle
JLL
$15.1B
$2.57M 0.01%
8,640
-231
-3% -$74.6K
MKSI icon
205
MKS Inc
MKSI
$21.9B
$2.55M 0.01%
12,120
-6,436
-35% -$1.46M
CUBE icon
206
CubeSmart
CUBE
$9.41B
$2.54M 0.01%
70,771
– –
INSM icon
207
Insmed
INSM
$23.2B
$2.41M 0.01%
15,707
+5,339
+51% +$821K
ENTG icon
208
Entegris
ENTG
$20.4B
$2.14M ﹤0.01%
19,660
+615
+3% +$72.7K
CW icon
209
Curtiss-Wright
CW
$26.2B
$2.07M ﹤0.01%
3,277
-1,101
-25% -$732K
CHDN icon
210
Churchill Downs
CHDN
$5.83B
$2.03M ﹤0.01%
23,643
-130,995
-85% -$12.4M
QXO
211
QXO Inc
QXO
$14.1B
$1.98M ﹤0.01%
+108,491
New +$2.48M
TTWO icon
212
Take-Two Interactive
TTWO
$44.4B
$1.9M ﹤0.01%
9,846
-415
-4% -$90.3K
RBRK icon
213
Rubrik
RBRK
$16.1B
$1.88M ﹤0.01%
41,299
-13,691
-25% -$786K
RKLB icon
214
Rocket Lab Corp
RKLB
$41.1B
$1.81M ﹤0.01%
31,498
-2,176
-6% -$164K
REXR icon
215
Rexford Industrial Realty
REXR
$8.33B
$1.78M ﹤0.01%
54,510
– –
AVY icon
216
Avery Dennison
AVY
$12.1B
$1.68M ﹤0.01%
9,999
+235
+2% +$43.1K
RLI icon
217
RLI Corp
RLI
$5.67B
$1.68M ﹤0.01%
29,262
+655
+2% +$39.3K
GGG icon
218
Graco
GGG
$12.2B
$1.64M ﹤0.01%
19,798
+617
+3% +$54.6K
FTAI icon
219
FTAI Aviation
FTAI
$20.5B
$1.62M ﹤0.01%
7,097
-380,549
-98% -$101M
SNDK
220
Sandisk
SNDK
$206B
$1.53M ﹤0.01%
+2,665
New +$1.51M
WSO icon
221
Watsco Inc
WSO
$15.3B
$1.52M ﹤0.01%
4,350
+100
+2% +$38.7K
EVO icon
222
Evotec
EVO
$703M
$1.48M ﹤0.01%
627,260
+67,917
+12% +$219K
TTEK icon
223
Tetra Tech
TTEK
$8.12B
$1.45M ﹤0.01%
48,665
+1,399
+3% +$49.5K
TOST icon
224
Toast
TOST
$17.9B
$1.43M ﹤0.01%
55,059
+692
+1% +$20.6K
BRO icon
225
Brown & Brown
BRO
$23.4B
$1.41M ﹤0.01%
21,561
+2,496
+13% +$180K
7 8
9
10 11

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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.