WCM Investment Management
LAGUNA BEACH, CAfiles as WCM INVESTMENT MANAGEMENT, LLC
$55.2bn in 266 US stocks at the end of 30 June 2026. The top 10 are 45.7% of the money. It changed about 15.6% of the portfolio this quarter.
Value
$55.2bn
Stocks
266
Top 10 share
45.7%
Turnover
15.6%
What changed this quarter
New
Bought for the first time this quarter.
- VentasVTR1.3% of the fund
- AlphabetGOOG0.6% of the fund
- AstrazenecaAZN0.5% of the fund
- TC EnergyTRP0.3% of the fund
- National GridNGG0.3% of the fund
- TechnipFMCFTI0.2% of the fund
- DPC HoldingsDPC<0.1% of the fund
- Wise GroupWSE<0.1% of the fund
- SitimeSITM<0.1% of the fund
- Kodiak Gas ServicesKGS<0.1% of the fund
- Applied Aerospace & DefenseAADX<0.1% of the fund
- TD SynnexSNX<0.1% of the fund
- Sportradar Group AGSRAD<0.1% of the fund
- STMicroelectronicsSTM<0.1% of the fund
- Armstrong World IndustriesAWI<0.1% of the fund
- MoogMOG-A<0.1% of the fund
- IonQIONQ<0.1% of the fund
- Mirion TechnologiesMIR<0.1% of the fund
- Praxis Precision MedicinesPRAX<0.1% of the fund
- MaxlinearMXL<0.1% of the fund
- On Holding AGONON<0.1% of the fund
- DigitalOcean HoldingsDOCN<0.1% of the fund
- Krystal BiotechKRYS<0.1% of the fund
- Applied OptoelectronicsAAOI<0.1% of the fund
- MACOM Technology Solutions HoldingsMTSI<0.1% of the fund
Added
Bought more of a stock they already held.
- Seagate Technology HoldingsSTX9.3% of the fund+22%
- Amazon.comAMZN2.8% of the fund+4%
- Spotify TechnologySPOT2.4% of the fund+18%
- IlluminaILMN2.0% of the fund+5%
- Meta PlatformsMETA1.9% of the fund+8380%
- Nu HoldingsNU1.8% of the fund+2%
- Cardinal HealthCAH1.8% of the fund+3%
- NvidiaNVDA1.7% of the fund+2%
- WelltowerWELL1.4% of the fund+3%
- CortevaCTVA1.4% of the fund+3%
- MicrosoftMSFT1.3% of the fund+3%
- VisaV1.3% of the fund+3%
- MckessonMCK1.3% of the fund+3%
- C. H. Robinson WorldwideCHRW1.2% of the fund+3%
- Reinsurance Group of AmericaRGA1.2% of the fund+6%
- Vertex PharmaceuticalsVRTX1.0% of the fund+3%
- Arthur J. GallagherAJG1.0% of the fund+3%
- LPL Financial HoldingsLPLA0.9% of the fund+4%
- AlphabetGOOGL0.6% of the fund+24277%
- UBS Group AGUBS0.6% of the fund+5%
- Novartis AGNVS0.5% of the fund+30%
- MedlineMDLN0.5% of the fund+2%
- Robinhood MarketsHOOD0.5% of the fund+3%
- Comfort Systems USAFIX0.5% of the fund+24%
- Canadian Natural ResourcesCNQ0.4% of the fund+14%
Cut
Sold some of their stake.
- ASML Holding NVASML4.9% of the fund-5%
- Philip Morris InternationalPM3.4% of the fund-4%
- AppLovinAPP3.4% of the fund-26%
- CorningGLW2.8% of the fund-27%
- Canadian Pacific Kansas CityCP2.4% of the fund-5%
- Arch Capital GroupACGL2.1% of the fund-5%
- Western DigitalWDC1.9% of the fund-75%
- Ferguson EnterprisesFERG1.8% of the fund-4%
- MedtronicMDT1.6% of the fund-4%
- Waste ConnectionsWCN1.1% of the fund-2%
- AonAON1.1% of the fund-4%
- General ElectricGE1.1% of the fund-29%
- Carpenter TechnologyCRS0.3% of the fund-48%
- ACM ResearchACMR0.2% of the fund-51%
- Applied Industrial TechnologiesAIT<0.1% of the fund-23%
- GDS HldgsGDS<0.1% of the fund-36%
- Advanced Energy IndustriesAEIS<0.1% of the fund-16%
- Forgent Power SolutionsFPS<0.1% of the fund-28%
- Chefs' WarehouseCHEF<0.1% of the fund-30%
- Dycom IndustriesDY<0.1% of the fund-3%
- Melco Resorts and EntmntMLCO<0.1% of the fund-5%
- Eli LillyLLY<0.1% of the fund-3%
- Axsome TherapeuticsAXSM<0.1% of the fund-30%
- ACI WorldwideACIW<0.1% of the fund-33%
- Ensign GroupENSG<0.1% of the fund-3%
Sold out
Sold their entire stake.
- SAP SESAP-100%
- Ishares TRINDA-100%
- Topbuild COR-100%
- SprottSII-100%
- Primoris ServicesPRIM-100%
- HealthequityHQY-100%
- RHRH-100%
- Verra MobilityVRRM-100%
- YETI HoldingsYETI-100%
- InterparfumsIPAR-100%
- ICF InternationalICFI-100%
- Insight EnterprisesNSIT-100%
- CSW IndustrialsCSW-100%
- Credo Technology Group HoldingCRDO-100%
- CbizCBZ-100%
- GracoGGG-100%
- FTAI AviationFTAI-100%
- NateraNTRA-100%
- PTCPTC-100%
- Markel GroupMKL-100%
- IdexIEX-100%
- CDWCDW-100%
- IsharesEWY-100%
- Cbre GroupCBRE-100%
- Futu HldgsFUTU-100%
Holdings
- SeaSE
- Share
- 5.7%
- Value
- $3.1bn
- Shares
- 33,881,192
Held
- Canadian Natural ResourcesCNQ
- Share
- 0.4%
- Value
- $230m
- Shares
- 5,852,509
+14%
- TC EnergyTRP
- Share
- 0.3%
- Value
- $189m
- Shares
- 2,759,365
New
- National GridNGG
- Share
- 0.3%
- Value
- $184m
- Shares
- 2,191,417
New
- Lloyds Banking GroupLYG
- Share
- 0.3%
- Value
- $150m
- Shares
- 26,155,105
Held
- Companhia de Saneamento BasiSBS
- Share
- 0.2%
- Value
- $92m
- Shares
- 15,916,320
+45%
- Sony GroupSONY
- Share
- 0.2%
- Value
- $88m
- Shares
- 4,329,142
+122%
- Ishares TRACWI
- Share
- 0.1%
- Value
- $68m
- Shares
- 438,825
+523%
- BrookfieldBN
- Share
- 0.1%
- Value
- $66m
- Shares
- 1,573,553
+43%
- BaiduBIDU
- Share
- 0.1%
- Value
- $66m
- Shares
- 585,072
+29%
- CamecoCCJ
- Share
- <0.1%
- Value
- $51m
- Shares
- 488,931
+42%
- DPC HoldingsDPC
- Share
- <0.1%
- Value
- $41m
- Shares
- 800,000
New
- Alibaba Group HldgBABA
- Share
- <0.1%
- Value
- $33m
- Shares
- 350,234
+40%
- GDS HldgsGDS
- Share
- <0.1%
- Value
- $33m
- Shares
- 1,111,344
-36%
- PDD HoldingsPDD
- Share
- <0.1%
- Value
- $30m
- Shares
- 395,381
+16%
- HaleonHLN
- Share
- <0.1%
- Value
- $24m
- Shares
- 2,623,246
+52%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Seagate Technology HoldingsSTX | 9.3% | $5.2bn | 5,320,463 | +22% |
| Taiwan Semiconductor ManufacturingTSM | 7.6% | $4.2bn | 9,261,509 | Held |
| SeaSE | 5.7% | $3.1bn | 33,881,192 | Held |
| ASML Holding NVASML | 4.9% | $2.7bn | 1,449,003 | -5% |
| Philip Morris InternationalPM | 3.4% | $1.9bn | 10,304,779 | -4% |
| AppLovinAPP | 3.4% | $1.9bn | 3,709,328 | -26% |
| LindeLIN | 3.0% | $1.6bn | 3,191,132 | Held |
| Amazon.comAMZN | 2.8% | $1.5bn | 6,437,619 | +4% |
| CorningGLW | 2.8% | $1.5bn | 5,932,726 | -27% |
| Icici BankIBN | 2.7% | $1.5bn | 51,506,124 | Held |
| Teva Pharmaceutical IndustriesTEVA | 2.5% | $1.4bn | 41,315,232 | Held |
| Canadian Pacific Kansas CityCP | 2.4% | $1.3bn | 15,281,812 | -5% |
| Spotify TechnologySPOT | 2.4% | $1.3bn | 2,840,477 | +18% |
| Arch Capital GroupACGL | 2.1% | $1.2bn | 11,973,574 | -5% |
| IlluminaILMN | 2.0% | $1.1bn | 6,206,701 | +5% |
| Western DigitalWDC | 1.9% | $1.1bn | 1,632,121 | -75% |
| Meta PlatformsMETA | 1.9% | $1.0bn | 1,821,072 | +8380% |
| Ferguson EnterprisesFERG | 1.8% | $998m | 4,182,592 | -4% |
| Nu HoldingsNU | 1.8% | $977m | 74,446,402 | +2% |
| Cardinal HealthCAH | 1.8% | $971m | 4,112,461 | +3% |
| NvidiaNVDA | 1.7% | $930m | 4,767,428 | +2% |
| MedtronicMDT | 1.6% | $876m | 10,826,014 | -4% |
| WelltowerWELL | 1.4% | $762m | 3,346,803 | +3% |
| CortevaCTVA | 1.4% | $745m | 8,939,948 | +3% |
| MicrosoftMSFT | 1.3% | $728m | 1,975,459 | +3% |
| VisaV | 1.3% | $725m | 2,122,570 | +3% |
| MckessonMCK | 1.3% | $716m | 957,886 | +3% |
| VentasVTR | 1.3% | $699m | 7,824,883 | New |
| C. H. Robinson WorldwideCHRW | 1.2% | $681m | 3,683,725 | +3% |
| Reinsurance Group of AmericaRGA | 1.2% | $646m | 3,007,065 | +6% |
| Waste ConnectionsWCN | 1.1% | $634m | 3,794,258 | -2% |
| AonAON | 1.1% | $614m | 1,875,859 | -4% |
| General ElectricGE | 1.1% | $606m | 1,620,961 | -29% |
| Vertex PharmaceuticalsVRTX | 1.0% | $576m | 1,152,094 | +3% |
| Arthur J. GallagherAJG | 1.0% | $551m | 2,425,562 | +3% |
| LPL Financial HoldingsLPLA | 0.9% | $487m | 1,810,058 | +4% |
| AlphabetGOOGL | 0.6% | $335m | 947,287 | +24277% |
| AlphabetGOOG | 0.6% | $335m | 952,310 | New |
| UBS Group AGUBS | 0.6% | $304m | 6,150,458 | +5% |
| Novartis AGNVS | 0.5% | $300m | 1,904,349 | +30% |
| MedlineMDLN | 0.5% | $293m | 7,397,650 | +2% |
| Robinhood MarketsHOOD | 0.5% | $284m | 2,784,462 | +3% |
| Comfort Systems USAFIX | 0.5% | $282m | 144,923 | +24% |
| AstrazenecaAZN | 0.5% | $249m | 1,310,660 | New |
| Canadian Natural ResourcesCNQ | 0.4% | $230m | 5,852,509 | +14% |
| Brookdale Senior LivingBKD | 0.4% | $229m | 14,453,030 | +13% |
| American Healthcare REITAHR | 0.4% | $206m | 3,966,698 | +16% |
| TapestryTPR | 0.4% | $200m | 1,363,696 | +21% |
| TC EnergyTRP | 0.3% | $189m | 2,759,365 | New |
| National GridNGG | 0.3% | $184m | 2,191,417 | New |
| Nebius GroupNBIS | 0.3% | $166m | 633,765 | +6% |
| Carpenter TechnologyCRS | 0.3% | $151m | 249,050 | -48% |
| Lloyds Banking GroupLYG | 0.3% | $150m | 26,155,105 | Held |
| British American Tobacco p.l.c.BTI | 0.3% | $146m | 2,329,421 | Held |
| SharkNinjaSN | 0.3% | $139m | 946,384 | +19% |
| TechnipFMCFTI | 0.2% | $131m | 2,002,988 | New |
| CelesticaCLS | 0.2% | $114m | 332,862 | +26% |
| ACM ResearchACMR | 0.2% | $109m | 917,651 | -51% |
| CredicorpBAP | 0.2% | $107m | 278,043 | +6% |
| Companhia de Saneamento BasiSBS | 0.2% | $92m | 15,916,320 | +45% |
| Sony GroupSONY | 0.2% | $88m | 4,329,142 | +122% |
| CompassCOMP | 0.2% | $87m | 7,287,246 | +21% |
| Cemex SAB de CVCX | 0.1% | $82m | 6,765,283 | +18% |
| Ishares TRACWI | 0.1% | $68m | 438,825 | +523% |
| BrookfieldBN | 0.1% | $66m | 1,573,553 | +43% |
| BaiduBIDU | 0.1% | $66m | 585,072 | +29% |
| SLB LimitedSLB | 0.1% | $63m | 1,353,584 | +44% |
| Joint Stock Co Kaspi.kzKSPI | 0.1% | $57m | 656,410 | +15% |
| Novo Nordisk A SNVO | 0.1% | $57m | 1,181,027 | +46% |
| Bunge Global SABG | <0.1% | $53m | 481,775 | +48% |
| CamecoCCJ | <0.1% | $51m | 488,931 | +42% |
| CoupangCPNG | <0.1% | $46m | 2,604,060 | +34% |
| ChubbCB | <0.1% | $46m | 133,255 | +43% |
| DPC HoldingsDPC | <0.1% | $41m | 800,000 | New |
| KB Financial GroupKB | <0.1% | $40m | 396,115 | +58% |
| Alibaba Group HldgBABA | <0.1% | $33m | 350,234 | +40% |
| EvercoreEVR | <0.1% | $33m | 99,887 | Held |
| Applied Industrial TechnologiesAIT | <0.1% | $33m | 99,840 | -23% |
| GDS HldgsGDS | <0.1% | $33m | 1,111,344 | -36% |
| AaonAAON | <0.1% | $32m | 255,888 | Held |
| PDD HoldingsPDD | <0.1% | $30m | 395,381 | +16% |
| NovantaNOVT | <0.1% | $29m | 185,240 | Held |
| Advanced Energy IndustriesAEIS | <0.1% | $29m | 82,512 | -16% |
| KanzhunBZ | <0.1% | $28m | 2,171,475 | +42% |
| Genius SportsGENI | <0.1% | $28m | 4,374,308 | +50% |
| Texas RoadhouseTXRH | <0.1% | $27m | 136,902 | Held |
| Wise GroupWSE | <0.1% | $26m | 2,192,259 | New |
| SaiaSAIA | <0.1% | $26m | 61,010 | Held |
| UMB FinancialUMBF | <0.1% | $26m | 182,176 | +2% |
| Guardant HealthGH | <0.1% | $26m | 167,010 | Held |
| Advanced Drainage SystemsWMS | <0.1% | $26m | 165,114 | +45% |
| Forgent Power SolutionsFPS | <0.1% | $25m | 448,666 | -28% |
| HaleonHLN | <0.1% | $24m | 2,623,246 | +52% |
| Mercury SystemsMRCY | <0.1% | $24m | 219,320 | Held |
| Regal RexnordRRX | <0.1% | $24m | 109,690 | Held |
| DucommunDCO | <0.1% | $24m | 130,272 | +7% |
| Eastgroup PropertiesEGP | <0.1% | $23m | 112,762 | Held |
| Chefs' WarehouseCHEF | <0.1% | $22m | 235,895 | -30% |
| DonaldsonDCI | <0.1% | $22m | 252,585 | +31% |
| PayPayPAYP | <0.1% | $22m | 1,528,475 | +30% |
Showing the largest 100 of 266.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 25.9% since 30 June 2025.
Where the money is
Technology26.1%
Financial services13.7%
Industrials13.3%
Health care12.9%
Media & telecom8.8%
Materials4.7%
Everyday goods3.9%
Retail & consumer3.7%
Real estate3.4%
Utilities1.5%
Energy0.8%
Other7.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.