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Latest WCM INVESTMENT MANAGEMENT, LLC Stock Portfolio

$55.16Billion | No. of Holdings #266

WCM INVESTMENT MANAGEMENT, LLC Performance

2026 Q2+23.94%
YTD+14.40%
2025+17.33%

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 2026-08-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, WCM INVESTMENT MANAGEMENT, LLC reported an equity portfolio of $55.2 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of WCM INVESTMENT MANAGEMENT, LLC are STX, TSM, SE. The fund has invested 9.3% of it's portfolio in SEAGATE TECHNOLOGY HLDNGS PL and 7.6% of portfolio in TAIWAN SEMICONDUCTOR MANUFAC. <br><br> The fund managers got completely rid off SAP SE (SAP), ISHARES TR (AMPS) and TOPBUILD COR (BLD) stocks. They significantly reduced their stock positions in GODADDY INC (GDDY), SHOPIFY INC (SHOP) and INTER & CO (INTR). WCM INVESTMENT MANAGEMENT, LLC opened new stock positions in VENTAS INC (VTR), ALPHABET INC (GOOG) and ASTRAZENECA PLC. The fund showed a lot of confidence in some stocks as they added substantially to ALPHABET INC (GOOG), META PLATFORMS INC (META) and COMPANHIA DE SANEAMENTO BASI (SBS).
WCM INVESTMENT MANAGEMENT, LLC Equity Portfolio Value
Last Reported on: 13 Aug, 2026
$55.16Billion
  as of Aug 13, 2026

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

Our best estimate is that WCM INVESTMENT MANAGEMENT, LLC made a return of 23.94% in the last quarter. In trailing 12 months, it's portfolio return was 20.05%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ventas inc698,762,000
alphabet inc334,527,000
astrazeneca plc248,756,000
tc energy corp189,068,000
national grid plc183,553,000
technipfmc plc130,655,000
dpc holdings plc41,408,000
wise group plc26,472,700
New stocks bought by WCM INVESTMENT MANAGEMENT, LLC

Additions

Ticker% Inc.
alphabet inc24,276
meta platforms inc8,380
companhia de saneamento basi623
ishares tr522
caci intl inc160
viking holdings ltd155
sony group corp122
vaxcyte inc116
Additions to existing portfolio by WCM INVESTMENT MANAGEMENT, LLC

Reductions

Ticker% Reduced
godaddy inc-99.92
shopify inc-99.89
inter & co-99.19
power integrations inc-91.21
icu med inc-90.69
hillman solutions corp-89.69
eplus inc-89.68
cushman and wakefield ltd-89.68
WCM INVESTMENT MANAGEMENT, LLC reduced stake in above stock

Sold off

Ticker$ Sold
verra mobility corp-12,056,700
sap se-140,284,000
ishares tr-18,727,400
yeti hldgs inc-9,089,780
healthequity inc-15,755,900
cbiz inc-4,950,070
sprott inc-17,068,000
primoris svcs corp-16,695,700
WCM INVESTMENT MANAGEMENT, LLC got rid off the above stocks

Sector Distribution

WCM INVESTMENT MANAGEMENT, LLC has about 31.8% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Financial Services
  • Industrials
  • Communication Services
  • Basic Materials
  • Consumer Defensive
  • Consumer Cyclical
  • Real Estate
Sector%
Others31.8
Technology21.6
Healthcare11.3
Financial Services7.9
Industrials7.4
Communication Services5.5
Basic Materials4.3
Consumer Defensive3.6
Consumer Cyclical3.4
Real Estate2.9

Market Cap. Distribution

WCM INVESTMENT MANAGEMENT, LLC has about 63.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • UNALLOCATED
  • MEGA-CAP
  • MID-CAP
Category%
LARGE-CAP46.1
UNALLOCATED34.3
MEGA-CAP17.7
MID-CAP1.8

Stocks belong to which Index?

About 52.6% of the stocks held by WCM INVESTMENT MANAGEMENT, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50049.7
Others47.4
RUSSELL 20002.9
Top 5 Winners (%)%
YNDX
nebius group n.v.
168.4 %
ACMR
acm resh inc
159.3 %
sandisk corp
136.5 %
STX
seagate technology hldngs pl
131.8 %
STRL
sterling infrastructure inc
112.2 %
Top 5 Winners ($)$
STX
seagate technology hldngs pl
2929.7 M
WDC
western digital corp
1639.6 M
TSM
taiwan semiconductor manufac
1288.2 M
ASML
asml hldg nv
935.2 M
GLW
corning inc
892.5 M
Top 5 Losers (%)%
SBS
companhia de saneamento basi
-69.8 %
karman hldgs inc
-37.0 %
INSM
insmed inc
-29.7 %
KTOS
kratos defense & sec solutio
-28.0 %
paypay corp
-27.0 %
Top 5 Losers ($)$
SBS
companhia de saneamento basi
-213.9 M
MCK
mckesson corp
-106.5 M
CNQ
canadian nat res ltd med ter
-55.2 M
LPLA
lpl finl hldgs inc
-54.8 M
MDT
medtronic plc
-53.1 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 266 stocks in it's portfolio. About 45.7% of the portfolio is in top 10 stocks. SBS proved to be the most loss making stock for the portfolio. STX was the most profitable stock for WCM INVESTMENT MANAGEMENT, LLC last quarter.

$55.16BTotal Value
296Positions
13 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of WCM INVESTMENT MANAGEMENT, LLC, last reported on 13 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
WCM INVESTMENT MANAGEMENT, LLC's holding in Ishares Tr over time
0.12%438,825
$68.38M
0.12%
increased 522.78 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
WCM INVESTMENT MANAGEMENT, LLC's holding in Ishares Tr over time
0%620
$23.2K
0%
unchanged 0 percentunchanged
ACWV
Ishares Inc

Ishares Inc

ACWV
WCM INVESTMENT MANAGEMENT, LLC's holding in Ishares Inc over time
0%0.00
$0.00
0%
decreased 100 percentsold off