Latest WCM INVESTMENT MANAGEMENT, LLC Stock Portfolio

WCM INVESTMENT MANAGEMENT, LLC Performance:

2025 Q4: -2.16%YTD: 17.32%2024: 17.68%

Performance for 2025 Q4 is -2.16%, and YTD is 17.32%, and 2024 is 17.68%.

About WCM INVESTMENT MANAGEMENT, LLC and 13F Hedge Fund Stock Holdings

WCM INVESTMENT MANAGEMENT, LLC is a hedge fund based in Laguna Beach, CA. On 2026-02-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, WCM INVESTMENT MANAGEMENT, LLC reported an equity portfolio of $48.6 Billions as of 31 Dec, 2025.

The top stock holdings of WCM INVESTMENT MANAGEMENT, LLC are SE, APP, TSM. The fund has invested 6.8% of it's portfolio in SEA LTD and 6.8% of portfolio in APPLOVIN CORP.

The fund managers got completely rid off UNITEDHEALTH GROUP INC (UNH), STERIS PLC (STE) and CUSHMAN WAKEFIELD PLC (CWK) stocks. They significantly reduced their stock positions in ICON PLC, API GROUP CORP (APG) and REVOLUTION MEDICINES INC (RVMD). WCM INVESTMENT MANAGEMENT, LLC opened new stock positions in SHOPIFY INC, CARDINAL HEALTH INC (CAH) and ISHARES TR (AMPS). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), TEVA PHARMACEUTICAL INDS LTD (TEVA) and WELLTOWER INC (WELL).

WCM INVESTMENT MANAGEMENT, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that WCM INVESTMENT MANAGEMENT, LLC made a return of -2.16% in the last quarter. In trailing 12 months, it's portfolio return was 17.32%.

Performance
S&P 500

New Buys

Ticker	$ Bought
shopify inc	1,097,170,000
ferguson enterprises inc	993,883,000
cardinal health inc	835,612,000
medline inc	307,047,000
american healthcare reit inc	162,711,000
ishares tr	27,016,300
cushman and wakefield ltd	23,990,400
advanced energy inds	21,638,100

New stocks bought by WCM INVESTMENT MANAGEMENT, LLC

Additions

Ticker	% Inc.
ishares tr	10,818
teva pharmaceutical inds ltd	5,492
welltower inc	2,217
grupo aeropuerto del pacific	242
sony group corp	176
tower semiconductor ltd	125
brookfield corp	115
haleon plc	108

Additions to existing portfolio by WCM INVESTMENT MANAGEMENT, LLC

Reductions

Ticker	% Reduced
icon plc	-83.22
klarna group plc	-70.95
api group corp	-53.88
revolution medicines inc	-53.74
jones lang lasalle inc	-51.62
full truck alliance co ltd	-46.62
mks inc.	-45.17
semtech corp	-44.47

WCM INVESTMENT MANAGEMENT, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
cushman wakefield plc	-32,479,500
unitedhealth group inc	-433,115,000
steris plc	-287,572,000
first watch restaurant group	-11,698,200
fox factory hldg corp	-10,565,200
klaviyo inc	-12,259,200
western alliance bancorp	-25,266,000
biohaven ltd	-4,220,030

WCM INVESTMENT MANAGEMENT, LLC got rid off the above stocks

Sector Distribution

WCM INVESTMENT MANAGEMENT, LLC has about 37.6% of it's holdings in Others sector.

Sector	%
Others	37.6
Technology	19.9
Financial Services	9.6
Industrials	8
Consumer Cyclical	8
Healthcare	7.4
Basic Materials	4.2
Consumer Defensive	3.7
Real Estate	1.3

Market Cap. Distribution

WCM INVESTMENT MANAGEMENT, LLC has about 58.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	47.8
UNALLOCATED	37.6
MEGA-CAP	11.1
MID-CAP	2.7

Stocks belong to which Index?

About 39.7% of the stocks held by WCM INVESTMENT MANAGEMENT, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	60.4
S&P 500	36.9
RUSSELL 2000	2.8

Top 5 Winners (%)		%
RVMD	revolution medicines inc	53.3 %
WDC	western digital corp	50.5 %
	rocket lab corp	48.1 %
LLY	eli lilly & co	48.0 %
ILMN	illumina inc	43.9 %

Top 5 Winners ($)		$
WDC	western digital corp	399.5 M
STX	seagate technology hldngs pl	263.3 M
TSM	taiwan semiconductor mfg ltd	262.3 M
	asml holding n v	209.5 M
ILMN	illumina inc	168.7 M

Top 5 Losers (%)		%
	firefly aerospace inc	-38.2 %
VRNS	varonis sys inc	-36.9 %
CVLT	commvault sys inc	-33.3 %
WWW	wolverine world wide inc	-31.9 %
	figma inc	-29.2 %

Top 5 Losers ($)		$
SE	sea ltd	-1378.4 M
	spotify technology s a	-440.8 M
CPNG	coupang inc	-423.1 M
MELI	mercadolibre inc	-236.6 M
	monday com ltd	-223.5 M

WCM INVESTMENT MANAGEMENT, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of WCM INVESTMENT MANAGEMENT, LLC

WCM INVESTMENT MANAGEMENT, LLC has 241 stocks in it's portfolio. About 42.5% of the portfolio is in top 10 stocks. SE proved to be the most loss making stock for the portfolio. WDC was the most profitable stock for WCM INVESTMENT MANAGEMENT, LLC last quarter.

Last Reported on: 09 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAON	aaon inc	0.04	265,163	20,847,100	reduced	-5.73

AAXJ	ishares tr	0.04	139,895	19,922,400	new

ACGL	arch cap group ltd	2.64	13,283,900	1,284,020,000	reduced	-1.79

ACIW	aci worldwide inc	0.04	442,257	21,281,400	added	30.25

ACMR	acm resh inc	0.00	10,960	440,592	new

ACWF	ishares tr	0.00	1,406	50,686	unchanged	0.00

ADUS	addus homecare corp	0.07	315,069	34,225,900	reduced	-26.69

AEIS	advanced energy inds	0.04	101,392	21,638,100	new

AGX	argan inc	0.15	226,173	71,344,000	added	12.81

AGYS	agilysys inc	0.04	146,919	17,549,500	new

AIT	applied indl technologies in	0.07	133,692	34,915,000	reduced	-5.68

AIZ	assurant inc	0.00	936	226,634	new

AJG	gallagher arthur j & co	1.28	2,380,290	623,232,000	reduced	-2.13

AMPS	ishares tr	0.06	503,660	27,016,300	new

AMWD	american woodmark corporatio	0.00	0.00	0.00	sold off	-100

AMZN	amazon com inc	2.94	6,138,240	1,427,320,000	reduced	-0.95

AON	aon plc	1.46	1,986,130	708,035,000	reduced	-2.54

APG	api group corp	0.01	70,123	2,724,980	reduced	-53.88

APH	amphenol corp new	0.00	1,988	270,766	unchanged	0.00

APP	applovin corp	6.79	4,756,310	3,299,500,000	reduced	-3.76