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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
+20.74%
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
+$4.91B
Cap. Flow
-$367M
Cap. Flow %
-0.84%
Top 10 Hldgs %
47.07%
Holding
291
New
13
Increased
131
Reduced
72
Closed
72

Top Buys

Rank Stock Value
1
PM icon
Philip Morris
PM
+$1.93B
2
HOOD icon
Robinhood
HOOD
+$665M
3
CTVA icon
Corteva
CTVA
+$138M
4
SE icon
Sea Limited
SE
+$95.9M
5
AMZN icon
Amazon
AMZN
+$61.4M

Top Sells

Rank Stock Value
1
ICLR icon
Icon
ICLR
+$878M
2
ISRG icon
Intuitive Surgical
ISRG
+$585M
3
STE icon
Steris
STE
+$560M
4
ANET icon
Arista Networks
ANET
+$471M
5
DDOG icon
Datadog
DDOG
+$279M

Sector Composition

Rank Sector Weight
1 Technology 20.86%
2 Consumer Discretionary 20.41%
3 Financials 20.25%
4 Communication Services 10.49%
5 Industrials 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SE icon
1
Sea Limited
SE
$66.4B
$4.11B 9.38%
25,807,216
+662,548
+3% +$95.9M
SPOT icon
2
Spotify
SPOT
$108B
$2.59B 5.91%
3,352,959
-25,916
-0.8% -$16.6M
TSM icon
3
TSMC
TSM
$1.94T
$2.3B 5.25%
10,058,659
+324,615
+3% +$60.1M
PM icon
4
Philip Morris
PM
$309B
$2.04B 4.66%
11,275,606
+11,230,626
+24,968% +$1.93B
APP icon
5
Applovin
APP
$134B
$1.96B 4.46%
5,859,423
-566,084
-9% -$184M
IBN icon
6
ICICI Bank
IBN
$107B
$1.84B 4.21%
54,453,980
+840,619
+2% +$27.8M
LIN icon
7
Linde
LIN
$236B
$1.58B 3.6%
3,401,590
+61,829
+2% +$28.2M
CPNG icon
8
Coupang
CPNG
$27.2B
$1.51B 3.46%
49,168,456
-494,841
-1% -$12.7M
AMZN icon
9
Amazon
AMZN
$2.44T
$1.38B 3.14%
6,170,680
+310,414
+5% +$61.4M
CP icon
10
Canadian Pacific Kansas City
CP
$81B
$1.31B 2.99%
16,730,413
-224,999
-1% -$17.3M
MELI icon
11
Mercado Libre
MELI
$94.5B
$1.27B 2.9%
495,685
-4,605
-0.9% -$10.8M
MNDY icon
12
monday.com
MNDY
$3.82B
$1.25B 2.86%
4,069,392
-9,593
-0.2% -$2.67M
ASML icon
13
ASML
ASML
$596B
$1.23B 2.81%
1,548,246
-12,175
-0.8% -$8.74M
WCN
14
Waste Connections
WCN
$43.6B
$1.21B 2.76%
6,501,719
+117,939
+2% +$22.7M
ACGL icon
15
Arch Capital
ACGL
$36.5B
$1.21B 2.75%
13,353,709
-106,029
-0.8% -$9.78M
NVDA icon
16
NVIDIA
NVDA
$4.6T
$1.02B 2.33%
6,470,999
+349,285
+6% +$44M
MSFT icon
17
Microsoft
MSFT
$2.9T
$986M 2.25%
1,988,513
+71,268
+4% +$30.9M
NU icon
18
Nu Holdings
NU
$67.8B
$978M 2.23%
73,819,172
-3,163,297
-4% -$37.9M
HOOD icon
19
Robinhood
HOOD
$80.7B
$959M 2.19%
11,555,160
+11,244,182
+3,616% +$665M
AJG icon
20
Arthur J. Gallagher & Co
AJG
$69.1B
$783M 1.79%
2,464,662
+128,071
+5% +$42.2M
V icon
21
Visa
V
$701B
$756M 1.73%
2,168,620
+88,225
+4% +$30.8M
AON icon
22
Aon
AON
$80.6B
$720M 1.64%
2,040,243
-11,573
-0.6% -$4.19M
MCK icon
23
McKesson
MCK
$104B
$710M 1.62%
978,333
-104,307
-10% -$73.6M
TEAM icon
24
Atlassian
TEAM
$26.5B
$686M 1.56%
3,388,634
-29,079
-0.9% -$6.06M
CTVA icon
25
Corteva
CTVA
$60.5B
$673M 1.54%
9,044,706
+2,066,519
+30% +$138M
1
2 3 4 5

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WCM Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, WCM Investment Management held 291 positions worth $43.8B, up 13% from $38.9B the previous quarter. Its ten largest holdings account for 47% of the portfolio.

WCM Investment Management's Q2 2025 filing shows 13 new, 131 increased, 72 reduced and 72 closed positions. Its largest new stake was Tenet Healthcare: 148,141 shares worth $25.7M. The largest sale was Icon, an estimated $878M.

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

  • WCM Investment Management's largest Q2 2025 buy was Tenet Healthcare: 148,141 shares worth $25.7M.
  • WCM Investment Management added most to Philip Morris in Q2 2025, an estimated $1.93B increase.
  • WCM Investment Management's biggest Q2 2025 reduction was Icon, cutting an estimated $878M.
  • WCM Investment Management fully exited Intuitive Surgical in Q2 2025, selling an estimated $585M.
  • WCM Investment Management's ten largest holdings make up 47% of its $43.8B portfolio in Q2 2025.
  • WCM Investment Management opened 13 new positions and closed 72 in Q2 2025.
  • WCM Investment Management's portfolio value rose 13% quarter-over-quarter to $43.8B.

Based on WCM Investment Management's 13F filing for Q2 2025, filed 29 Jul 2025.