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WCM Investment Management, LLC

Form 13F · CIK 1061186. Holdings on 30 Jun 2026, as filed with the SEC on 13 Aug 2026, each set beside the March 2026 quarter. The 13F on the SEC's site.

WCM Investment Management, LLC reported 266 positions worth $55.2B for the June 2026 quarter, on a Form 13F filed 13 Aug 2026; the largest holding was Seagate Technology Holdings plc, at 9.3% of the fund.

What it bought and sold

The largest moves since the March 2026 quarter, by the dollars that moved: 33 opened, 102 added, 116 trimmed, 30 sold out.

New position: 33

CompanyValueChange in shares
Ventas, Inc. (VTR)$698.8M+7,824,883
Alphabet Inc. (GOOG)$334.5M+952,310
AstraZeneca PLC (AZN)$248.8M+1,310,660
TC Energy Corporation (TRP)$189.1M+2,759,365
National Grid plc (NGG)$183.6M+2,191,417
TechnipFMC plc (FTI)$130.7M+2,002,988
DPC Holdings PLC (DPC)$41.4M+800,000
Wise Group PLC Ord SHS Class A (WSE)$26.5M+2,192,259
Sitime Corp. (SITM)$19.3M+27,207
Kodiak Gas Services, Inc. (KGS)$16.8M+225,048

Added: 102

CompanyValueChange in shares
Seagate Technology Holdings plc (STX)$5.2B+973,611
Meta Platforms, Inc. (META)$1.0B+1,799,598
Sea Limited (SE)$3.1B+134,717
Illumina, Inc. (ILMN)$1.1B+283,528
Alphabet Inc. (GOOGL)$335.0M+943,401
Amazon.com Inc. (AMZN)$1.5B+270,963
Teva Pharmaceutical Industries Ltd. (TEVA)$1.4B+494,632
Spotify Technology S.A. (SPOT)$1.3B+425,400
NVIDIA Corp. (NVDA)$929.5M+98,334
Cardinal Health Inc. (CAH)$971.4M+105,825

Trimmed: 116

CompanyValueChange in shares
Taiwan Semiconductor Manufacturing Company Limited (TSM)$4.2B-66,083
ASML Holding N.V. (ASML)$2.7B-74,793
Shopify Inc. (SHOP)$805.1K-6,675,474
Western Digital Corp. (WDC)$1.1B-4,929,689
Corning Inc. (GLW)$1.5B-2,174,143
GoDaddy Inc. (GDDY)$236.8K-3,311,678
Icici Bank ADR (IBN)$1.5B-735,772
Philip Morris International Inc. (PM)$1.9B-479,001
Medtronic plc (MDT)$876.1M-439,700
Canadian Pacific Kansas City Ltd. (CP)$1.3B-802,508

Sold out: 30

CompanyValue a quarter beforeChange in shares
SAP SE (SAP)$140.3M-833,584
iShares Trust (INDA)$18.7M-412,317
Topbuild Corp. (BLD)$17.7M-52,843
Sprott Inc. (SII)$17.1M-127,000
Primoris Services Corp. (PRIM)$16.7M-124,224
Healthequity, Inc. (HQY)$15.8M-193,371
RH (RH)$12.7M-96,298
Verra Mobility Corp. (VRRM)$12.1M-852,663
Yeti Holdings, Inc. (YETI)$9.1M-255,906
Interparfums Inc. (IPAR)$8.8M-97,039

Largest holdings

The 100 largest of 266, by value.

CompanyValueOf the fundSharesChange in sharesMove
Seagate Technology Holdings plc (STX)$5.2B9.34%5,320,463+973,611Added
Taiwan Semiconductor Manufacturing Company Limited (TSM)$4.2B7.64%9,261,509-66,083Trimmed
Sea Limited (SE)$3.1B5.71%33,881,192+134,717Added
ASML Holding N.V. (ASML)$2.7B4.95%1,449,003-74,793Trimmed
Philip Morris International Inc. (PM)$1.9B3.42%10,304,779-479,001Trimmed
AppLovin Corp. (APP)$1.9B3.35%3,709,328-1,292,272Trimmed
Linde plc (LIN)$1.6B2.96%3,191,132-43,852Trimmed
Amazon.com Inc. (AMZN)$1.5B2.80%6,437,619+270,963Added
Corning Inc. (GLW)$1.5B2.75%5,932,726-2,174,143Trimmed
Icici Bank ADR (IBN)$1.5B2.74%51,506,124-735,772Trimmed
Teva Pharmaceutical Industries Ltd. (TEVA)$1.4B2.50%41,315,232+494,632Added
Canadian Pacific Kansas City Ltd. (CP)$1.3B2.41%15,281,812-802,508Trimmed
Spotify Technology S.A. (SPOT)$1.3B2.38%2,840,477+425,400Added
Arch Capital Group Ltd. (ACGL)$1.2B2.13%11,973,574-628,838Trimmed
Illumina, Inc. (ILMN)$1.1B2.04%6,206,701+283,528Added
Western Digital Corp. (WDC)$1.1B1.93%1,632,121-4,929,689Trimmed
Meta Platforms, Inc. (META)$1.0B1.86%1,821,072+1,799,598Added
Ferguson Enterprises Inc. (FERG)$998.0M1.81%4,182,592-165,825Trimmed
Nu Holdings Ltd. (NU)$977.5M1.77%74,446,402+1,609,207Added
Cardinal Health Inc. (CAH)$971.4M1.76%4,112,461+105,825Added
NVIDIA Corp. (NVDA)$929.5M1.69%4,767,428+98,334Added
Medtronic plc (MDT)$876.1M1.59%10,826,014-439,700Trimmed
Welltower Inc. (WELL)$762.2M1.38%3,346,803+89,820Added
Corteva, Inc. (CTVA)$745.3M1.35%8,939,948+227,330Added
Microsoft Corp. (MSFT)$728.1M1.32%1,975,459+51,137Added
Visa Inc. (V)$725.2M1.31%2,122,570+57,715Added
McKesson Corp. (MCK)$716.0M1.30%957,886+25,765Added
Ventas, Inc. (VTR)$698.8M1.27%7,824,883+7,824,883New position
C. H. Robinson Worldwide, Inc. (CHRW)$680.6M1.23%3,683,725+102,189Added
Reinsurance Group of America Inc. (RGA)$646.0M1.17%3,007,065+176,445Added
Waste Connections, Inc. (WCN)$634.1M1.15%3,794,258-81,138Trimmed
Aon plc (AON)$614.5M1.11%1,875,859-76,520Trimmed
General Electric Co. (GE)$605.8M1.10%1,620,961-668,953Trimmed
Vertex Pharmaceuticals Inc. (VRTX)$575.6M1.04%1,152,094+30,753Added
Arthur J. Gallagher & Co. (AJG)$550.9M1.00%2,425,562+63,049Added
LPL Financial Holdings Inc. (LPLA)$487.3M0.88%1,810,058+75,663Added
Alphabet Inc. (GOOGL)$335.0M0.61%947,287+943,401Added
Alphabet Inc. (GOOG)$334.5M0.61%952,310+952,310New position
UBS Group AG (UBS)$304.4M0.55%6,150,458+300,258Added
Novartis AG (NVS)$300.1M0.54%1,904,349+441,169Added
Medline Inc. (MDLN)$293.0M0.53%7,397,650+178,919Added
Robinhood Markets, Inc. (HOOD)$283.5M0.51%2,784,462+75,886Added
Comfort Systems USA Inc. (FIX)$282.4M0.51%144,923+28,225Added
AstraZeneca PLC (AZN)$248.8M0.45%1,310,660+1,310,660New position
Canadian Natural Resources Limited (CNQ)$230.1M0.42%5,852,509+730,300Added
Brookdale Senior Living Inc. (BKD)$229.2M0.42%14,453,030+1,641,026Added
American Healthcare REIT, Inc. (AHR)$206.3M0.37%3,966,698+541,403Added
Tapestry, Inc. (TPR)$199.9M0.36%1,363,696+233,379Added
TC Energy Corporation (TRP)$189.1M0.34%2,759,365+2,759,365New position
National Grid plc (NGG)$183.6M0.33%2,191,417+2,191,417New position
Yandex N V (NBIS)$165.5M0.30%633,765+37,925Added
Carpenter Technology Corp. (CRS)$151.2M0.27%249,050-229,264Trimmed
Lloyds Banking Group plc (LYG)$150.4M0.27%26,155,105-393,129Trimmed
British American Tobacco p.l.c. (BTI)$146.1M0.27%2,329,421-33,397Trimmed
SharkNinja, Inc. (SN)$138.5M0.25%946,384+153,321Added
TechnipFMC plc (FTI)$130.7M0.24%2,002,988+2,002,988New position
Celestica Inc. (CLS)$114.3M0.21%332,862+68,025Added
ACM Research, Inc. (ACMR)$109.1M0.20%917,651-943,223Trimmed
Credicorp Ltd (BAP)$107.0M0.19%278,043+15,075Added
Companhia De Saneamento Basico Do Estado De Sao Paulo - Sabesp (SBS)$92.5M0.17%15,916,320+4,921,385Added
Sony Group Corporation (SONY)$88.4M0.16%4,329,142+2,379,550Added
Compass, Inc. (COMP)$87.4M0.16%7,287,246+1,272,873Added
Cemex Sab De CV (CX)$82.1M0.15%6,765,283+1,023,517Added
iShares Trust (ACWI)$68.4M0.12%438,825+368,363Added
Brookfield Corporation (BN)$66.3M0.12%1,573,553+469,736Added
Baidu, Inc. (BIDU)$65.6M0.12%585,072+130,777Added
SLB Limited (SLB)$62.8M0.11%1,353,584+410,720Added
Kaspi KZ JSC (KSPI)$57.4M0.10%656,410+84,998Added
Novo Nordisk A/S (NVO)$57.1M0.10%1,181,027+370,030Added
Bunge Global SA (BG)$52.6M0.10%481,775+155,559Added
Cameco Corp. (CCJ)$50.6M0.09%488,931+145,275Added
Coupang, Inc. (CPNG)$45.8M0.08%2,604,060+665,859Added
Chubb Ltd. (CB)$45.7M0.08%133,255+40,245Added
DPC Holdings PLC (DPC)$41.4M0.07%800,000+800,000New position
KB Financial Group Inc. (KB)$40.1M0.07%396,115+144,918Added
Alibaba Group Holding Limited (BABA)$33.5M0.06%350,234+100,498Added
Evercore Inc. (EVR)$33.4M0.06%99,887-261Trimmed
Applied Industrial Technologies Inc. (AIT)$33.4M0.06%99,840-29,262Trimmed
GDS Hldgs Ltd (GDS)$32.6M0.06%1,111,344-622,593Trimmed
Aaon, Inc. (AAON)$32.2M0.06%255,888+102Held
PDD Holdings Inc. (PDD)$30.3M0.06%395,381+53,566Added
Novanta Inc. (NOVT)$29.2M0.05%185,240-1,592Trimmed
Advanced Energy Industries Inc. (AEIS)$28.7M0.05%82,512-16,180Trimmed
Kanzhun Limited (BZ)$28.2M0.05%2,171,475+641,634Added
Genius Sports Limited (GENI)$27.7M0.05%4,374,308+1,456,871Added
Texas Roadhouse, Inc. (TXRH)$26.5M0.05%136,902+515Added
Wise Group PLC Ord SHS Class A (WSE)$26.5M0.05%2,192,259+2,192,259New position
Saia Inc. (SAIA)$26.0M0.05%61,010-556Trimmed
UMB Financial Corp. (UMBF)$25.9M0.05%182,176+3,712Added
Guardant Health, Inc. (GH)$25.7M0.05%167,010-2,721Trimmed
Advanced Drainage Systems, Inc. (WMS)$25.5M0.05%165,114+51,177Added
Forgent Power Solutions Inc (FPS)$24.7M0.04%448,666-176,412Trimmed
Haleon plc (HLN)$24.5M0.04%2,623,246+898,187Added
Mercury Systems Inc. (MRCY)$24.2M0.04%219,320-4Held
Regal Rexnord Corp. (RRX)$24.1M0.04%109,690-487Trimmed
Ducommun Inc. (DCO)$24.0M0.04%130,272+8,503Added
Eastgroup Properties Inc. (EGP)$23.3M0.04%112,762-354Trimmed
Chefs' Warehouse, Inc. (CHEF)$22.5M0.04%235,895-99,583Trimmed
Donaldson Co. Inc. (DCI)$22.3M0.04%252,585+59,763Added
Paypay Corp. (PAYP)$22.3M0.04%1,528,475+355,292Added

Every quarter it filed

What the fund reported and how many positions it held, each quarter since September 2024.

QuarterReported valuePositions
June 2026 quarter$55.2B266
March 2026 quarter$43.8B263
December 2025 quarter$48.6B241
September 2025 quarter$48.1B228
June 2025 quarter$43.8B219
March 2025 quarter$38.9B278
December 2024 quarter$42.5B288
September 2024 quarter$44.1B289
Every 13F fund · Fund holdings data