WCM INVESTMENT MANAGEMENT, LLC — 13F Holdings & Portfolio
CIK 1061186 · latest 13F-HR filed 2026-08-13
WCM INVESTMENT MANAGEMENT, LLC manages $55.16B in 13F-reported U.S. long-equity assets across 313 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are STX (9.34%), TSM (7.64%), SE (5.71%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 33 new positions and exited 30; 136 existing positions rose in reported value and 71 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2026-08-13
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
| Name | Title / Status | Ownership | Type |
|---|
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- SEAGATE TECHNOLOGY HLDNGS PL$3.58B +227.1%
- TAIWAN SEMICONDUCTOR MANUFAC$1.26B +42.8%
- META PLATFORMS INC$1.01B +8794.9%
- ASML HLDG NV$817.9M +42.8%
- SEA LTD$506.6M +19.2%
Top Trims
- SHOPIFY INC-$746.1M -99.9%
- WESTERN DIGITAL CORP-$587.5M -35.6%
- GODADDY INC-$270.7M -99.9%
- MEDTRONIC PLC-$89.8M -9.3%
- MCKESSON CORP-$85.8M -10.7%
New Positions
- VENTAS INC$698.8M
- ALPHABET INC$334.5M
- ASTRAZENECA PLC$248.8M
- TC ENERGY CORP$189.1M
- NATIONAL GRID PLC$183.6M
Exited Positions
- SAP SE$140.3M
- ISHARES TR$18.7M
- TOPBUILD COR$17.7M
- SPROTT INC$17.1M
- PRIMORIS SVCS CORP$16.7M
WCM INVESTMENT MANAGEMENT, LLC Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SEAGATE TECHNOLOGY HLDNGS PL | STX | G7997R103 | $5.15B | 9.34% | 5,320,463 | SH |
| 2 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $4.21B | 7.64% | 9,261,435 | SH |
| 3 | SEA LTD | SE | 81141R100 | $3.15B | 5.71% | 33,875,299 | SH |
| 4 | ASML HLDG NV | ASML | N07059210 | $2.73B | 4.95% | 1,449,003 | SH |
| 5 | PHILIP MORRIS INTL INC | PM | 718172109 | $1.88B | 3.42% | 10,304,779 | SH |
| 6 | APPLOVIN CORP | APP | 03831W108 | $1.85B | 3.35% | 3,709,289 | SH |
| 7 | LINDE PLC | LIN | G54950103 | $1.63B | 2.96% | 3,191,132 | SH |
| 8 | AMAZON COM INC | AMZN | 023135106 | $1.55B | 2.80% | 6,437,619 | SH |
| 9 | CORNING INC | GLW | 219350105 | $1.52B | 2.75% | 5,932,726 | SH |
| 10 | ICICI BANK LIMITED | IBN | 45104G104 | $1.51B | 2.74% | 51,483,867 | SH |
| 11 | CANADIAN PACIFIC KANSAS CITY | CP | 13646K108 | $1.33B | 2.41% | 15,281,812 | SH |
| 12 | TEVA PHARMACEUTICAL INDS LTD | TEVA | 881624209 | $1.32B | 2.40% | 39,775,260 | SH |
| 13 | SPOTIFY TECHNOLOGY S A | SPOT | L8681T102 | $1.31B | 2.38% | 2,840,477 | SH |
| 14 | ARCH CAP GROUP LTD | ACGL | G0450A105 | $1.17B | 2.13% | 11,973,471 | SH |
| 15 | ILLUMINA INC | ILMN | 452327109 | $1.12B | 2.04% | 6,206,701 | SH |
| 16 | WESTERN DIGITAL CORP | WDC | 958102105 | $1.06B | 1.93% | 1,632,071 | SH |
| 17 | META PLATFORMS INC | META | 30303M102 | $1.02B | 1.86% | 1,821,072 | SH |
| 18 | FERGUSON ENTERPRISES INC | FERG | 31488V107 | $998.0M | 1.81% | 4,182,592 | SH |
| 19 | NU HLDGS LTD | NU | G6683N103 | $976.9M | 1.77% | 74,398,522 | SH |
| 20 | CARDINAL HEALTH INC | CAH | 14149Y108 | $971.4M | 1.76% | 4,112,461 | SH |
| 21 | NVIDIA CORPORATION | NVDA | 67066G104 | $929.5M | 1.69% | 4,767,428 | SH |
| 22 | MEDTRONIC PLC | MDT | G5960L103 | $876.1M | 1.59% | 10,826,014 | SH |
| 23 | WELLTOWER INC | WELL | 95040Q104 | $762.2M | 1.38% | 3,346,803 | SH |
| 24 | CORTEVA INC | CTVA | 22052L104 | $745.3M | 1.35% | 8,939,948 | SH |
| 25 | MICROSOFT CORP | MSFT | 594918104 | $728.1M | 1.32% | 1,975,459 | SH |
| 26 | VISA INC | V | 92826C839 | $725.2M | 1.31% | 2,122,570 | SH |
| 27 | MCKESSON CORP | MCK | 58155Q103 | $716.0M | 1.30% | 957,866 | SH |
| 28 | VENTAS INC | VTR | 92276F100 | $698.8M | 1.27% | 7,824,883 | SH |
| 29 | C H ROBINSON WORLDWIDE IN | CHRW | 12541W209 | $680.6M | 1.23% | 3,683,725 | SH |
| 30 | REINSURANCE GROUP AMER INC | RGA | 759351604 | $646.0M | 1.17% | 3,007,001 | SH |
| 31 | WASTE CONNECTIONS INC | WCN | 94106B101 | $634.1M | 1.15% | 3,794,258 | SH |
| 32 | AON PLC | AON | G0403H108 | $614.5M | 1.11% | 1,875,859 | SH |
| 33 | GE AEROSPACE | GE | 369604301 | $605.7M | 1.10% | 1,620,898 | SH |
| 34 | VERTEX PHARMACEUTICALS INC | VRTX | 92532F100 | $575.6M | 1.04% | 1,152,094 | SH |
| 35 | GALLAGHER ARTHUR J & CO | AJG | 363576109 | $550.9M | 1.00% | 2,425,562 | SH |
| 36 | LPL FINL HLDGS INC | LPLA | 50212V100 | $487.3M | 0.88% | 1,810,058 | SH |
| 37 | ALPHABET INC | GOOGL | 02079K305 | $335.0M | 0.61% | 947,130 | SH |
| 38 | ALPHABET INC | GOOG | 02079K107 | $334.5M | 0.61% | 952,310 | SH |
| 39 | NOVARTIS AG | NVS | 66987V109 | $300.1M | 0.54% | 1,904,349 | SH |
| 40 | MEDLINE INC | MDLN | 58507V107 | $293.0M | 0.53% | 7,397,650 | SH |
| 41 | ROBINHOOD MKTS INC | HOOD | 770700102 | $283.5M | 0.51% | 2,784,462 | SH |
| 42 | COMFORT SYS USA INC | FIX | 199908104 | $282.4M | 0.51% | 144,923 | SH |
| 43 | UBS GROUP AG | UBS | H42097107 | $271.5M | 0.49% | 5,486,792 | SH |
| 44 | ASTRAZENECA PLC | AZN | G0593M107 | $248.8M | 0.45% | 1,310,660 | SH |
| 45 | BROOKDALE SR LIVING INC | BKD | 112463104 | $229.2M | 0.42% | 14,450,500 | SH |
| 46 | AMERICAN HEALTHCARE REIT INC | AHR | 398182303 | $206.3M | 0.37% | 3,966,698 | SH |
| 47 | TAPESTRY INC | TPR | 876030107 | $199.8M | 0.36% | 1,363,462 | SH |
| 48 | CANADIAN NAT RES LTD MED TER | CNQ | 136385101 | $197.1M | 0.36% | 5,014,144 | SH |
| 49 | TC ENERGY CORP | TRP | 87807B107 | $189.1M | 0.34% | 2,759,365 | SH |
| 50 | NATIONAL GRID PLC | NGG | 636274409 | $183.6M | 0.33% | 2,191,417 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-13 | $55.16B | 313 | 0001062993-26-004287 |
| 2026-03-31 | 2026-05-07 | $43.81B | 291 | 0001062993-26-002395 |
| 2025-12-31 | 2026-02-09 | $48.57B | 241 | 0001062993-26-000695 |
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