Grufity logo
Grufity logo

Latest WCM INVESTMENT MANAGEMENT, LLC Stock Portfolio

$43.81Billion | No. of Holdings #263

WCM INVESTMENT MANAGEMENT, LLC Performance

2026 Q1-7.70%
YTD-7.70%
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 2026-05-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, WCM INVESTMENT MANAGEMENT, LLC reported an equity portfolio of $43.8 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of WCM INVESTMENT MANAGEMENT, LLC are TSM, SE, ASML. The fund has invested 6.7% of it's portfolio in TAIWAN SEMICONDUCTOR MANUFAC and 6% of portfolio in SEA LTD. <br><br> The fund managers got completely rid off MONDAY COM LTD (MNDY), GE VERNOVA INC and ASTRAZENECA PLC (AZN) stocks. They significantly reduced their stock positions in MERCADOLIBRE INC (MELI), ISHARES TR (IJR) and FTAI AVIATION LTD (FTAI). WCM INVESTMENT MANAGEMENT, LLC opened new stock positions in MEDTRONIC PLC (MDT), C H ROBINSON WORLDWIDE IN (CHRW) and NOVARTIS AG (NVS). The fund showed a lot of confidence in some stocks as they added substantially to ACM RESH INC (ACMR), BRITISH AMERN TOB PLC (BTI) and BAIDU INC (BIDU).
WCM INVESTMENT MANAGEMENT, LLC Equity Portfolio Value
Last Reported on: 07 May, 2026
$43.81Billion
  as of May 07, 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 -7.7% in the last quarter. In trailing 12 months, it's portfolio return was 9.53%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
medtronic plc965,922,000
c h robinson worldwide in579,922,000
novartis ag220,004,000
brookdale sr living inc171,681,000
lloyds banking group plc128,228,000
gds hldgs ltd68,091,700
bunge global sa41,194,600
compass inc41,138,300
New stocks bought by WCM INVESTMENT MANAGEMENT, LLC

Additions

Ticker% Inc.
acm resh inc16,878
british amern tob plc3,899
baidu inc967
slb limited777
genius sports limited510
brookfield corp454
companhia de saneamento basi396
kanzhun limited374
Additions to existing portfolio by WCM INVESTMENT MANAGEMENT, LLC

Reductions

Ticker% Reduced
mercadolibre inc-99.94
ishares tr-98.57
ftai aviation ltd-98.17
coupang inc-95.98
ishares tr-93.57
argan inc-89.82
tower semiconductor ltd-88.33
churchill downs inc-84.71
WCM INVESTMENT MANAGEMENT, LLC reduced stake in above stock

Sold off

Ticker$ Sold
monday com ltd-546,683,000
astrazeneca plc-246,319,000
wolverine world wide inc-22,071,000
ge vernova inc-394,153,000
clearwater analytics hldgs i-10,411,800
ferrari n v-158,128,000
black rock coffee bar inc-6,678,760
varonis sys inc-9,570,140
WCM INVESTMENT MANAGEMENT, LLC got rid off the above stocks

Sector Distribution

WCM INVESTMENT MANAGEMENT, LLC has about 35.2% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Financial Services
  • Industrials
  • Basic Materials
  • Consumer Defensive
  • Consumer Cyclical
  • Real Estate
Sector%
Others35.2
Technology18.9
Healthcare12.5
Financial Services9.6
Industrials8.7
Basic Materials5.4
Consumer Defensive4.3
Consumer Cyclical3.6
Real Estate1.6

Market Cap. Distribution

WCM INVESTMENT MANAGEMENT, LLC has about 62.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • UNALLOCATED
  • MEGA-CAP
  • MID-CAP
Category%
LARGE-CAP45.4
UNALLOCATED35.3
MEGA-CAP16.8
MID-CAP2.2

Stocks belong to which Index?

About 49% of the stocks held by WCM INVESTMENT MANAGEMENT, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others51
S&P 50045.8
RUSSELL 20003.2
Top 5 Winners (%)%
VIST
vista energy s.a.b. de c.v.
52.8 %
GLW
corning inc
44.4 %
WDC
western digital corp
42.5 %
CNQ
canadian nat res ltd med ter
39.8 %
AEIS
advanced energy inds
39.2 %
Top 5 Winners ($)$
WDC
western digital corp
501.0 M
STX
seagate technology hldngs pl
391.2 M
GLW
corning inc
324.1 M
ASML
asml hldg nv
310.4 M
LIN
linde plc
230.7 M
Top 5 Losers (%)%
GENI
genius sports limited
-49.5 %
figma inc
-46.4 %
APP
applovin corp
-45.8 %
servicetitan inc
-42.6 %
HUBS
hubspot inc
-41.4 %
Top 5 Losers ($)$
APP
applovin corp
-1569.2 M
SE
sea ltd
-1491.4 M
SHOP
shopify inc
-347.8 M
MSFT
microsoft corp
-248.5 M
SPOT
spotify technology s a
-247.6 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 263 stocks in it's portfolio. About 42.3% of the portfolio is in top 10 stocks. APP proved to be the most loss making stock for the portfolio. WDC was the most profitable stock for WCM INVESTMENT MANAGEMENT, LLC last quarter.

$43.81BTotal Value
293Positions
07 May, 2026Last Reported
Current holdings of Current Stock Holdings of WCM INVESTMENT MANAGEMENT, LLC, last reported on 07 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
WCM INVESTMENT MANAGEMENT, LLC's holding in Ishares Tr over time
0.02%70,462
$9.46M
0.02%
decreased 49.63 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
WCM INVESTMENT MANAGEMENT, LLC's holding in Ishares Tr over time
0%620
$24.1K
0%
decreased 55.9 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
WCM INVESTMENT MANAGEMENT, LLC's holding in Ishares Inc over time
0%24,744
$404.1K
0%
new position