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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
+0.68%
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
$48.6B
AUM Growth
+$504M
Cap. Flow
+$1.61B
Cap. Flow %
3.31%
Top 10 Hldgs %
42.45%
Holding
263
New
35
Increased
56
Reduced
143
Closed
22

Top Buys

Rank Stock Value
1
SHOP icon
Shopify
SHOP
+$1.08B
2
FERG icon
Ferguson
FERG
+$1.05B
3
CAH icon
Cardinal Health
CAH
+$759M
4
WELL icon
Welltower
WELL
+$586M
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$339M

Top Sells

Rank Stock Value
1
SPOT icon
Spotify
SPOT
+$561M
2
HOOD icon
Robinhood
HOOD
+$453M
3
UNH icon
UnitedHealth
UNH
+$433M
4
STE icon
Steris
STE
+$288M
5
APP icon
Applovin
APP
+$117M

Sector Composition

Rank Sector Weight
1 Technology 26.66%
2 Financials 17.64%
3 Consumer Discretionary 15.56%
4 Industrials 10.89%
5 Communication Services 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SE icon
1
Sea Limited
SE
$70.1B
$3.32B 6.83%
25,862,514
-190,662
-0.7% -$28.2M
APP icon
2
Applovin
APP
$116B
$3.3B 6.79%
4,756,310
-185,769
-4% -$117M
TSM icon
3
TSMC
TSM
$2.18T
$2.94B 6.06%
9,819,196
-271,323
-3% -$79.6M
ASML icon
4
ASML
ASML
$676B
$2.03B 4.17%
1,890,995
-42,753
-2% -$44.6M
PM icon
5
Philip Morris
PM
$291B
$1.75B 3.6%
10,806,217
-464,569
-4% -$72M
IBN icon
6
ICICI Bank
IBN
$107B
$1.59B 3.28%
53,308,528
-859,080
-2% -$26.4M
STX icon
7
Seagate
STX
$184B
$1.44B 2.97%
5,154,872
-28,077
-0.5% -$7.29M
AMZN icon
8
Amazon
AMZN
$2.97T
$1.43B 2.94%
6,138,238
-58,611
-0.9% -$13.4M
SPOT icon
9
Spotify
SPOT
$105B
$1.42B 2.92%
2,455,726
-897,226
-27% -$561M
LIN icon
10
Linde
LIN
$225B
$1.4B 2.89%
3,274,048
-109,143
-3% -$46.8M
ACGL icon
11
Arch Capital
ACGL
$33.4B
$1.28B 2.64%
13,283,915
-241,487
-2% -$22.1M
NU icon
12
Nu Holdings
NU
$67.4B
$1.25B 2.57%
73,938,595
-540,103
-0.7% -$8.68M
CP icon
13
Canadian Pacific Kansas City
CP
$80.6B
$1.21B 2.49%
16,306,938
-433,235
-3% -$31.9M
WDC icon
14
Western Digital
WDC
$152B
$1.18B 2.43%
6,691,209
-87,251
-1% -$13.2M
CPNG icon
15
Coupang
CPNG
$28.9B
$1.16B 2.4%
48,251,523
-766,068
-2% -$21.8M
WCN
16
Waste Connections
WCN
$41.9B
$1.12B 2.31%
6,286,390
-175,723
-3% -$30.4M
SHOP icon
17
Shopify
SHOP
$197B
$1.1B 2.26%
+6,700,679
New +$1.08B
FERG icon
18
Ferguson
FERG
$51.2B
$994M 2.05%
+4,406,095
New +$1.05B
MELI icon
19
Mercado Libre
MELI
$93.4B
$985M 2.03%
487,561
-9,957
-2% -$20.9M
MSFT icon
20
Microsoft
MSFT
$3.76T
$947M 1.95%
1,942,966
-11,883
-0.6% -$5.95M
NVDA icon
21
NVIDIA
NVDA
$5.38T
$849M 1.75%
4,527,198
-67,996
-1% -$12.7M
CAH icon
22
Cardinal Health
CAH
$55.9B
$836M 1.72%
+4,032,682
New +$759M
MCK icon
23
McKesson
MCK
$104B
$781M 1.61%
944,071
-22,060
-2% -$18M
V icon
24
Visa
V
$677B
$738M 1.52%
2,086,267
-52,102
-2% -$17.8M
GLW icon
25
Corning
GLW
$141B
$731M 1.5%
8,224,770
-209,459
-2% -$18M
1
2 3 4 5

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WCM Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, WCM Investment Management held 263 positions worth $48.6B, up 1% from $48.1B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

WCM Investment Management deployed $1.61B of net new capital in Q4 2025, opening 35 new positions and adding to 56 existing holdings. Its largest new stake was Shopify: 6,700,679 shares worth $1.1B.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 24% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Spotify, an estimated $561M trimmed.

  • WCM Investment Management's largest Q4 2025 buy was Shopify: 6,700,679 shares worth $1.1B.
  • WCM Investment Management added most to Welltower in Q4 2025, an estimated $586M increase.
  • WCM Investment Management's biggest Q4 2025 reduction was Spotify, cutting an estimated $561M.
  • WCM Investment Management fully exited UnitedHealth in Q4 2025, selling an estimated $433M.
  • WCM Investment Management's ten largest holdings make up 42% of its $48.6B portfolio in Q4 2025.
  • WCM Investment Management opened 35 new positions and closed 22 in Q4 2025.
  • WCM Investment Management's portfolio value rose 1% quarter-over-quarter to $48.6B.

Based on WCM Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.