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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
+9.59%
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
$42.5B
AUM Growth
-$1.6B
Cap. Flow
-$2.84B
Cap. Flow %
-6.67%
Top 10 Hldgs %
40.49%
Holding
332
New
43
Increased
108
Reduced
133
Closed
44

Top Buys

Rank Stock Value
1
GDDY icon
GoDaddy
GDDY
+$613M
2
VRTX icon
Vertex Pharmaceuticals
VRTX
+$506M
3
SE icon
Sea Limited
SE
+$500M
4
SAP icon
SAP
SAP
+$277M
5
ILMN icon
Illumina
ILMN
+$124M

Top Sells

Rank Stock Value
1
APP icon
Applovin
APP
+$985M
2
FND icon
Floor & Decor
FND
+$537M
3
AON icon
Aon
AON
+$529M
4
EPAM icon
EPAM Systems
EPAM
+$447M
5
TMO icon
Thermo Fisher Scientific
TMO
+$439M

Sector Composition

Rank Sector Weight
1 Technology 23.94%
2 Financials 16.94%
3 Consumer Discretionary 15.77%
4 Healthcare 14.31%
5 Industrials 12.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SE icon
1
Sea Limited
SE
$65.1B
$2.76B 6.49%
25,663,667
+4,761,289
+23% +$500M
APP icon
2
Applovin
APP
$136B
$2.32B 5.46%
6,927,558
-3,892,851
-36% -$985M
TSM icon
3
TSMC
TSM
$2.09T
$1.94B 4.56%
9,674,965
-63,216
-0.6% -$12.2M
SPOT icon
4
Spotify
SPOT
$107B
$1.71B 4.03%
3,789,283
-84,342
-2% -$36.1M
CP icon
5
Canadian Pacific Kansas City
CP
$78.3B
$1.63B 3.82%
22,598,823
-1,571,164
-7% -$121M
IBN icon
6
ICICI Bank
IBN
$109B
$1.62B 3.8%
53,688,823
-9,312,231
-15% -$281M
LIN icon
7
Linde
LIN
$235B
$1.39B 3.27%
3,329,891
-94,354
-3% -$43M
ICLR icon
8
Icon
ICLR
$12.8B
$1.33B 3.12%
6,334,890
-319,367
-5% -$74.6M
AMZN icon
9
Amazon
AMZN
$2.53T
$1.29B 3.03%
5,816,137
-56,552
-1% -$11.6M
ACGL icon
10
Arch Capital
ACGL
$34.5B
$1.23B 2.9%
13,426,213
-507,285
-4% -$51.2M
CPNG icon
11
Coupang
CPNG
$28.9B
$1.1B 2.59%
49,608,511
-2,049,065
-4% -$50.3M
WCN
12
Waste Connections
WCN
$41.9B
$1.09B 2.56%
6,365,380
-1,327,001
-17% -$241M
ASML icon
13
ASML
ASML
$634B
$1.08B 2.55%
1,557,144
-48,995
-3% -$35.2M
TEAM icon
14
Atlassian
TEAM
$24.9B
$1.07B 2.51%
4,319,405
-146,835
-3% -$33.6M
MNDY icon
15
monday.com
MNDY
$3.73B
$956M 2.25%
4,061,614
-131,943
-3% -$36.5M
STE icon
16
Steris
STE
$22.5B
$922M 2.17%
4,497,191
-183,346
-4% -$40.2M
GE icon
17
GE Aerospace
GE
$368B
$915M 2.15%
5,445,987
-96,912
-2% -$17.3M
MELI icon
18
Mercado Libre
MELI
$95.6B
$860M 2.02%
499,405
-34,466
-6% -$67.1M
NVDA icon
19
NVIDIA
NVDA
$4.72T
$837M 1.97%
6,086,338
-27,553
-0.5% -$3.8M
NU icon
20
Nu Holdings
NU
$70B
$832M 1.96%
78,151,351
-21,880,446
-22% -$291M
MSFT icon
21
Microsoft
MSFT
$3.35T
$811M 1.91%
1,908,720
-11,008
-0.6% -$4.69M
AON icon
22
Aon
AON
$78.3B
$732M 1.72%
2,045,778
-1,439,806
-41% -$529M
GEV icon
23
GE Vernova
GEV
$262B
$683M 1.61%
2,068,138
-492,110
-19% -$154M
GDDY icon
24
GoDaddy
GDDY
$13.2B
$679M 1.6%
3,404,066
+3,356,678
+7,083% +$613M
ANET icon
25
Arista Networks
ANET
$215B
$675M 1.59%
6,053,181
-110,879
-2% -$11.4M
1
2 3 4 5

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WCM Investment Management's Q4 2024 Portfolio in Review

As of Q4 2024, WCM Investment Management held 332 positions worth $42.5B, down 3.6% from $44.1B the previous quarter. Its ten largest holdings account for 40% of the portfolio.

WCM Investment Management withdrew a net $2.84B in Q4 2024, closing 44 positions and reducing 133 holdings. Its most notable exit was Floor & Decor, an estimated $537M position sold in full.

By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 21% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, WCM Investment Management opened a new position in Vertex Pharmaceuticals worth $436M.

  • WCM Investment Management's largest Q4 2024 buy was Vertex Pharmaceuticals: 1,091,522 shares worth $436M.
  • WCM Investment Management added most to GoDaddy in Q4 2024, an estimated $613M increase.
  • WCM Investment Management's biggest Q4 2024 reduction was Applovin, cutting an estimated $985M.
  • WCM Investment Management fully exited Floor & Decor in Q4 2024, selling an estimated $537M.
  • WCM Investment Management's ten largest holdings make up 40% of its $42.5B portfolio in Q4 2024.
  • WCM Investment Management opened 43 new positions and closed 44 in Q4 2024.
  • WCM Investment Management's portfolio value fell 3.6% quarter-over-quarter to $42.5B.

Based on WCM Investment Management's 13F filing for Q4 2024, filed 28 Jan 2025.