CIK: 0001061186
Total reported value
$43.8B
Reporting period: 2026-03-31 · Number of holdings: 291
WCM INVESTMENT MANAGEMENT, LLC disclosed 291 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $43.8B and a quarterly turnover rate of 34.9%.
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Wcm Investment Management, LLC's disclosed holdings carry a Herfindahl concentration index of 0.028 — mathematically equivalent to about 35 equally-sized positions, well below its 291 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.55), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Trim APP
+5.2% -$1.4B
Trim CPNG
-96.0% -$1.1B
Trim MELI
-99.9% -$984.9M
Add TEVA
+191.4% $718.3M
Add WDC
-1.9% $473.4M
Trim WCN
-38.4% -$492.6M
WCM is executing a systematic momentum rotation: harvesting gains on CPNG and MELI as their trends reverse, while layering into SE, TEVA, and new buys MDT and CHRW as fresh momentum entries. This is not concentrated alpha hunting but a factor-driven capital rotation across 263 positions, all tilted to capture continued trend persistence.
WCM is betting on a regime of persistent sector momentum, with flows shifting from pure tech growth (MELI, MNDY) into defensive-medical (MDT, TEVA) and supply-chain recovery (CHRW). The opposing thesis is that current trends are exhausted and crowded—a macro shock or factor reversal would symmetrically collapse the entire 263-name book, as all positions are positioned for continuation with no contrarian hedge.
The extreme momentum tilt (100/100) combined with 263-holder diversification creates a single-factor monocle: every position is a bet on trend continuation. In a momentum crash event, the long tail of tiny positions provides no ballast—high momentum correlation means all positions bleed simultaneously, while the low HHI of 0.028 ensures no single name can offset the drawdown.
This overview is machine-generated from public regulatory data and describes past filings only — it does not constitute financial advice.
Showing top 200 holdings (of 291 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 6.74% | — | -5.01% | |
| 2 | SE | Sea Ltd-adr | Stock-Comm Services | 6.03% | -0.80% | +30.48% | |
| 3 | ASML | ASML Holding N.V. | Stock-Tech | 4.36% | +0.19% | -19.42% | |
| 4 | APP | Applovin Corp-class A | Stock-Tech | 4.25% | -2.54% | +5.16% | |
| 5 | PM | Philip Morris International | Stock-Consumer Staples | 4.06% | — | -0.21% | |
| 6 | WDC | Western Digital CORP | Stock-Tech | 3.77% | +1.34% | -1.93% | |
| 7 | LIN | Linde plc | Stock-Materials | 3.69% | +0.80% | -1.19% | |
| 8 | STX | Seagate Technology Holdings plc | Stock-Tech | 3.60% | +0.63% | -15.67% | |
| 9 | IBN | Icici Bank Ltd-spon Adr | Stock-Financials | 3.00% | -0.28% | -2.00% | |
| 10 | CP | Canadian Pacific Kansas City | Stock-Industrials | 2.85% | — | -1.37% | |
| 11 | AMZN | Amazon.com INC | Stock-Consumer Disc | 2.83% | -0.11% | +0.46% | |
| 12 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 2.75% | +0.11% | -5.13% | |
| 13 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 2.64% | +1.74% | +191.43% | |
| 14 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 2.62% | -0.30% | -1.66% | |
| 15 | GLW | Corning INC | Stock-Tech | 2.38% | +0.88% | -1.43% | |
| 16 | NU | Nu Holdings Ltd. | Stock-Financials | 2.25% | -0.32% | -1.49% | |
| 17 | FERG | Ferguson Enterprises INC | Stock-Industrials | 2.22% | — | -1.31% | |
| 18 | MDT | Medtronic plc | Stock-Healthcare | 2.20% | +2.20% | NEW | |
| 19 | CAH | Cardinal Health INC | Stock-Healthcare | 1.89% | — | -0.65% | |
| 20 | MCK | Mckesson CORP | Stock-Healthcare | 1.83% | — | -1.27% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.76% | +0.01% | +3.13% | |
| 22 | SHOP | Shopify INC - Class A | Stock-Tech | 1.70% | -0.56% | -0.27% | |
| 23 | CTVA | Corteva INC | Stock-Materials | 1.65% | +0.43% | -1.05% | |
| 24 | ILMN | Illumina INC | Stock-Healthcare | 1.63% | +0.52% | +45.49% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 1.58% | -0.37% | -0.96% | |
| 26 | WELL | Welltower INC | Stock-Real Estate | 1.45% | — | -0.75% | |
| 27 | AON | Aon plc | Stock-Financials | 1.44% | -0.02% | -1.70% | |
| 28 | WCN | Waste Connections INC | Stock-Industrials | 1.43% | -0.88% | -38.35% | |
| 29 | GE | General Electric | Stock-Industrials | 1.43% | -0.05% | -0.98% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 1.41% | -0.11% | -1.03% | |
| 31 | CHRW | C.h. Robinson Worldwide INC | Stock-Industrials | 1.32% | +1.32% | NEW | |
| 32 | RGA | Reinsurance Group Of America | Stock-Financials | 1.29% | — | +3.01% | |
| 33 | LPLA | Lpl Financial Holdings INC | Stock-Financials | 1.19% | -0.09% | +0.75% | |
| 34 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.16% | -0.12% | -0.75% | |
| 35 | VRTX | Vertex Pharmaceuticals INC | Stock-Healthcare | 1.13% | — | -0.69% | |
| 36 | MDLN | Medline Inc-cl A | Stock-Other | 0.70% | — | -1.45% | |
| 37 | GDDY | Godaddy INC - Class A | Stock-Tech | 0.62% | -0.23% | +1.02% | |
| 38 | CNQ | Canadian Natural Resources | Stock-Energy | 0.58% | +0.29% | +22.42% | |
| 39 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.50% | +0.50% | NEW | |
| 40 | UBS | UBS Group AG | Stock-Financials | 0.49% | — | +12.26% | |
| 41 | CRS | Carpenter Technology | Stock-Industrials | 0.40% | — | +10.23% | |
| 42 | HOOD | Robinhood Markets INC - A | Stock-Financials | 0.40% | -0.83% | -47.49% | |
| 43 | BKD | Brookdale Senior Living INC | Stock-Other | 0.39% | +0.39% | NEW | |
| 44 | AHR | American Healthcare Reit INC | Stock-Real Estate | 0.37% | — | +0.50% | |
| 45 | TPR | Tapestry INC | Stock-Consumer Disc | 0.35% | — | +20.36% | |
| 46 | FIX | Comfort Systems USA INC | Stock-Industrials | 0.34% | +0.16% | +24.54% | |
| 47 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.32% | -0.24% | -25.56% | |
| 48 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 0.31% | +0.30% | +3899.69% | |
| 49 | LYG | Lloyds Banking Group Plc-adr | Stock-Financials | 0.29% | +0.29% | NEW | |
| 50 | BAP | Credicorp Ltd. | Stock-Financials | 0.19% | — | -8.05% |
Performance for Q3 2026
+7.9%
Performance Last 4 Quarters
+9.7%
Based on 66% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 291 | $43.8B | 35 | |
| 2025-12-31 | 241 | $48.6B | 27 | |
| 2025-09-30 | 228 | $48.1B | 47 | |
| 2025-06-30 | 219 | $43.8B | 0 | |
| 2025-03-31 | 278 | $38.9B | 100 | |
| 2024-12-31 | 288 | $42.5B | 0 | |
| 2024-09-30 | 289 | $44.1B | 0 | |
| 2024-06-30 | 267 | $42.3B | 0 | |
| 2024-03-31 | 247 | $42.1B | 0 | |
| 2023-12-31 | 250 | $36.2B | 0 | |
| 2023-09-30 | 208 | $34.1B | 0 | |
| 2023-06-30 | 218 | $33.5B | 0 | |
| 2023-03-31 | 213 | $31.3B | 0 | |
| 2022-12-31 | 213 | $30.0B | 0 | |
| 2022-09-30 | 195 | $27.9B | 0 | |
| 2022-06-30 | 202 | $27.9B | 0 | |
| 2022-03-31 | 201 | $35.8B | 0 | |
| 2021-12-31 | 205 | $44.4B | 0 | |
| 2021-09-30 | 205 | $43.3B | 0 | |
| 2021-06-30 | 196 | $39.4B | 100 | |
| 2021-03-31 | 190 | $36.5B | 16 | |
| 2020-12-31 | 193 | $36.8B | 30 | |
| 2020-09-30 | 179 | $28.5B | 25 | |
| 2020-06-30 | 181 | $26.1B | 45 | |
| 2020-03-31 | 180 | $18.1B | 31 | |
| 2019-12-31 | 157 | $18.6B | 31 | |
| 2019-09-30 | 153 | $16.7B | 17 | |
| 2019-06-30 | 153 | $16.0B | 21 | |
| 2019-03-31 | 170 | $14.4B | 37 | |
| 2018-12-31 | 91 | $11.2B | 21 | |
| 2018-09-30 | 88 | $11.2B | 25 | |
| 2018-06-30 | 92 | $9.7B | 58 | |
| 2018-03-31 | 95 | $10.7B | 25 | |
| 2017-12-31 | 98 | $8.8B | 27 | |
| 2017-09-30 | 88 | $7.9B | 24 | |
| 2017-06-30 | 84 | $6.5B | 58 | |
| 2017-03-31 | 117 | $9.2B | 21 | |
| 2016-12-31 | 172 | $8.3B | 20 | |
| 2016-09-30 | 166 | $8.8B | 54 | |
| 2016-06-30 | 115 | $6.3B | 24 | |
| 2016-03-31 | 116 | $6.4B | 36 | |
| 2015-12-31 | 92 | $4.9B | 44 | |
| 2015-09-30 | 108 | $4.0B | 26 | |
| 2015-06-30 | 115 | $4.4B | 65 | |
| 2015-03-31 | 141 | $4.9B | 49 | |
| 2014-12-31 | 114 | $3.5B | 20 | |
| 2014-09-30 | 114 | $3.2B | 39 | |
| 2014-06-30 | 142 | $4.0B | 40 | |
| 2014-03-31 | 138 | $2.8B | 22 | |
| 2013-12-31 | 133 | $2.8B | 50 | |
| 2013-09-30 | 126 | $1.9B | 33 | |
| 2013-06-30 | 141 | $1.9B | 37 |
Wcm Investment Management, LLC's most significant position changes for 2026-03-31: New buy: Medtronic plc (MDT); New buy: C.h. Robinson Worldwide INC (CHRW); Sold out: monday.com Ltd. (MNDY); Sold out: GE Vernova INC (GEV); Sold out: Astrazeneca Plc-spons Adr (AZNN).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TEVA | Teva Pharmaceutical-sp Adr | +1.7% | +191.43% | Add |
| 2 | WDC | Western Digital CORP | +1.3% | -1.93% | Trim |
| 3 | GLW | Corning INC | +0.9% | -1.43% | Trim |
| 4 | LIN | Linde plc | +0.8% | -1.19% | Trim |
| 5 | STX | Seagate Technology Holdings plc | +0.6% | -15.67% | Trim |
| 6 | ILMN | Illumina INC | +0.5% | +45.49% | Add |
| 7 | CTVA | Corteva INC | +0.4% | -1.05% | Trim |
| 8 | BTI | British American Tob-sp Adr | +0.3% | +3899.69% | Add |
| 9 | CNQ | Canadian Natural Resources | +0.3% | +22.42% | Add |
| 10 | ASML | ASML Holding N.V. | +0.2% | -19.42% | Trim |
| 11 | ACMR | Acm Research Inc-class A | +0.2% | +16878.78% | Add |
| 12 | FIX | Comfort Systems USA INC | +0.2% | +24.54% | Add |
| 13 | SBS | Cia Saneamento Basico De-adr | +0.1% | +396.74% | Add |
| 14 | ACGL | Arch Capital Group Ltd. | +0.1% | -5.13% | Trim |
| 15 | NVDA | Nvidia CORP | 0% | +3.13% | Add |
| 16 | AON | Aon plc | 0% | -1.70% | Trim |
| 17 | GE | General Electric | -0.1% | -0.98% | Trim |
| 18 | LPLA | Lpl Financial Holdings INC | -0.1% | +0.75% | Add |
| 19 | AMZN | Amazon.com INC | -0.1% | +0.46% | Add |
| 20 | V | Visa Inc-class A Shares | -0.1% | -1.03% | Trim |
| 21 | AJG | Arthur J Gallagher & Co | -0.1% | -0.75% | Trim |
| 22 | AGX | Argan INC | -0.1% | -89.82% | Trim |
| 23 | THC | Tenet Healthcare CORP | -0.1% | -76.37% | Trim |
| 24 | CLS | Celestica INC | -0.2% | -49.53% | Trim |
| 25 | FTAI | FTAI Aviation Ltd. | -0.2% | -98.17% | Trim |
| 26 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -67.67% | Trim |
| 27 | GDDY | Godaddy INC - Class A | -0.2% | +1.02% | Add |
| 28 | SAP | Sap Se-sponsored Adr | -0.2% | -25.56% | Trim |
| 29 | IBN | Icici Bank Ltd-spon Adr | -0.3% | -2.00% | Trim |
| 30 | EFA | Ishares Msci Eafe ETF | -0.3% | -93.57% | Trim |
| 31 | SPOT | Spotify Technology S.A. | -0.3% | -1.66% | Trim |
| 32 | NU | Nu Holdings Ltd. | -0.3% | -1.49% | Trim |
| 33 | MSFT | Microsoft CORP | -0.4% | -0.96% | Trim |
| 34 | SHOP | Shopify INC - Class A | -0.6% | -0.27% | Trim |
| 35 | SE | Sea Ltd-adr | -0.8% | +30.48% | Add |
| 36 | HOOD | Robinhood Markets INC - A | -0.8% | -47.49% | Trim |
| 37 | WCN | Waste Connections INC | -0.9% | -38.35% | Trim |
| 38 | MELI | Mercadolibre INC | -2% | -99.94% | Trim |
| 39 | CPNG | Coupang INC | -2.3% | -95.98% | Trim |
| 40 | APP | Applovin Corp-class A | -2.5% | +5.16% | Add |
| 41 | MDT | Medtronic plc | — | NEW | New buy |
| 42 | CHRW | C.h. Robinson Worldwide INC | — | NEW | New buy |
| 43 | MNDY | monday.com Ltd. | — | EXIT | Sold out |
| 44 | GEV | GE Vernova INC | — | EXIT | Sold out |
| 45 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | Sold out |
| 46 | NVS | Novartis Ag-sponsored Adr | — | NEW | New buy |
| 47 | BKD | Brookdale Senior Living INC | — | NEW | New buy |
| 48 | RACE | Ferrari N.V. | — | EXIT | Sold out |
| 49 | LYG | Lloyds Banking Group Plc-adr | — | NEW | New buy |
| 50 | GDS | Gds Holdings LTD - Adr | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-07 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-09 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-04 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-29 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-28 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-11 | Amendment | View on EDGAR |
| 2024-12-31 | 2025-01-28 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-04 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-31 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-25 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-29 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-10 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-14 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-15 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-07 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-18 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-09 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-06 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-01-26 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-02 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-05 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-13 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-23 | Amendment | View on EDGAR |
| 2020-12-31 | 2021-02-16 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-06 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-18 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-08 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-13 | Amendment | View on EDGAR |
| 2019-12-31 | 2020-02-07 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-10-25 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-06 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-13 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-11 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-01 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-09-18 | Amendment | View on EDGAR |
| 2018-06-30 | 2018-08-14 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-10 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-06 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-06 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-03 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-04-11 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-01 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-10-31 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-05 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-09 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-10 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-06 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-11 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-07 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-09 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-10 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-08 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-08 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-21 | Amendment | View on EDGAR |
| 2013-12-31 | 2014-02-11 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-08 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-06 | 13F-HR | View on EDGAR |
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