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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
+15.6%
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
$48.1B
AUM Growth
+$4.25B
Cap. Flow
+$214M
Cap. Flow %
0.44%
Top 10 Hldgs %
48.66%
Holding
252
New
33
Increased
81
Reduced
109
Closed
24

Top Buys

Rank Stock Value
1
STX icon
Seagate
STX
+$885M
2
WDC icon
Western Digital
WDC
+$554M
3
GLW icon
Corning
GLW
+$551M
4
ASML icon
ASML
ASML
+$303M
5
THC icon
Tenet Healthcare
THC
+$64.2M

Top Sells

Rank Stock Value
1
TEAM icon
Atlassian
TEAM
+$686M
2
APP icon
Applovin
APP
+$423M
3
NVDA icon
NVIDIA
NVDA
+$327M
4
HOOD icon
Robinhood
HOOD
+$318M
5
STE icon
Steris
STE
+$222M

Sector Composition

Rank Sector Weight
1 Technology 23.74%
2 Consumer Discretionary 20.15%
3 Financials 18.96%
4 Communication Services 12.5%
5 Industrials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SE icon
1
Sea Limited
SE
$65.1B
$4.73B 9.84%
26,053,176
+245,960
+1% +$42.1M
APP icon
2
Applovin
APP
$136B
$3.52B 7.32%
4,942,079
-917,344
-16% -$423M
TSM icon
3
TSMC
TSM
$2.09T
$2.76B 5.74%
10,090,519
+31,860
+0.3% +$7.79M
SPOT icon
4
Spotify
SPOT
$107B
$2.44B 5.08%
3,352,952
-7
-0% -$4.89K
ASML icon
5
ASML
ASML
$634B
$1.86B 3.87%
1,933,748
+385,502
+25% +$303M
PM icon
6
Philip Morris
PM
$299B
$1.84B 3.82%
11,270,786
-4,820
-0% -$811K
IBN icon
7
ICICI Bank
IBN
$109B
$1.64B 3.42%
54,167,608
-286,372
-0.5% -$9.35M
LIN icon
8
Linde
LIN
$235B
$1.61B 3.35%
3,383,191
-18,399
-0.5% -$8.71M
CPNG icon
9
Coupang
CPNG
$28.9B
$1.61B 3.35%
49,017,591
-150,865
-0.3% -$4.56M
AMZN icon
10
Amazon
AMZN
$2.53T
$1.38B 2.86%
6,196,849
+26,169
+0.4% +$5.92M
MELI icon
11
Mercado Libre
MELI
$95.6B
$1.24B 2.59%
497,518
+1,833
+0.4% +$4.4M
CP icon
12
Canadian Pacific Kansas City
CP
$78.3B
$1.23B 2.56%
16,740,173
+9,760
+0.1% +$746K
ACGL icon
13
Arch Capital
ACGL
$34.5B
$1.21B 2.53%
13,525,402
+171,693
+1% +$15.4M
NU icon
14
Nu Holdings
NU
$70B
$1.19B 2.47%
74,478,698
+659,526
+0.9% +$9.2M
STX icon
15
Seagate
STX
$193B
$1.19B 2.47%
+5,182,949
New +$885M
HOOD icon
16
Robinhood
HOOD
$77.7B
$1.18B 2.46%
8,642,033
-2,913,127
-25% -$318M
WCN
17
Waste Connections
WCN
$41.9B
$1.13B 2.34%
6,462,113
-39,606
-0.6% -$7.21M
MSFT icon
18
Microsoft
MSFT
$3.35T
$1.01B 2.09%
1,954,849
-33,664
-2% -$17.2M
MNDY icon
19
monday.com
MNDY
$3.73B
$844M 1.76%
4,184,745
+115,353
+3% +$26.6M
NVDA icon
20
NVIDIA
NVDA
$4.72T
$836M 1.74%
4,595,194
-1,875,805
-29% -$327M
WDC icon
21
Western Digital
WDC
$184B
$791M 1.65%
+6,778,460
New +$554M
AJG icon
22
Arthur J. Gallagher & Co
AJG
$65.9B
$743M 1.55%
2,431,998
-32,664
-1% -$9.85M
MCK icon
23
McKesson
MCK
$101B
$736M 1.53%
966,131
-12,202
-1% -$8.59M
V icon
24
Visa
V
$673B
$727M 1.51%
2,138,369
-30,251
-1% -$10.5M
AON icon
25
Aon
AON
$78.3B
$723M 1.5%
2,037,843
-2,400
-0.1% -$868K
1
2 3 4 5

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WCM Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, WCM Investment Management held 252 positions worth $48.1B, up 9.7% from $43.8B the previous quarter. Its ten largest holdings account for 49% of the portfolio.

WCM Investment Management's Q3 2025 filing shows 33 new, 81 increased, 109 reduced and 24 closed positions. Its largest new stake was Seagate: 5,182,949 shares worth $1.19B. The largest sale was Atlassian, an estimated $686M.

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

  • WCM Investment Management's largest Q3 2025 buy was Seagate: 5,182,949 shares worth $1.19B.
  • WCM Investment Management added most to ASML in Q3 2025, an estimated $303M increase.
  • WCM Investment Management's biggest Q3 2025 reduction was Applovin, cutting an estimated $423M.
  • WCM Investment Management fully exited Atlassian in Q3 2025, selling an estimated $686M.
  • WCM Investment Management's ten largest holdings make up 49% of its $48.1B portfolio in Q3 2025.
  • WCM Investment Management opened 33 new positions and closed 24 in Q3 2025.
  • WCM Investment Management's portfolio value rose 9.7% quarter-over-quarter to $48.1B.

Based on WCM Investment Management's 13F filing for Q3 2025, filed 4 Nov 2025.