WCM INVESTMENT MANAGEMENT, LLC
Long book
$43.81B
Q1 2026
Positions
263
Top-10 weight
42%
concentration
Last quarter
+19.5%
SPY +14.8%
Turnover
28%
of book per quarter
Strategy in plain words
auto-generated from filingsWCM INVESTMENT MANAGEMENT, LLC is an institutional manager, running a $43.81B US long book across 263 positions.
The portfolio is moderately concentrated (top 10 ≈ 42% of the book). The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: TAIWAN SEMICONDUCTOR-SP ADR, SEA LTD-ADR, ASML HOLDING NV-NY REG SHS, APPLOVIN CORP-CLASS A, PHILIP MORRIS INTERNATIONAL.
Over the last 9 quarters its long book ran on average 0.1pp per quarter behind the S&P 500, beating the index in 5 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+0.6%
Q2 2024
+6.5%
Q3 2024
+2.5%
Q4 2024
-1.1%
Q1 2025
+14.8%
Q2 2025
+6.7%
Q3 2025
-4.2%
Q4 2025
-5.7%
Q1 2026
+19.5%
Sector allocation
Technology 19%
Industrials 18%
Financials 15%
Consumer discretionary 12%
Healthcare 9%
Consumer staples 8%
Other 5%
Materials 5%
Long book by quarter
What does WCM INVESTMENT own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 1.5M | $1.91B | 4.4% | -19.4% |
| APP APPLOVIN CORP-CLASS A | Technology | 5.0M | $1.86B | 4.2% | +5.2% |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 10.8M | $1.78B | 4.1% | -0.2% |
| WDC WESTERN DIGITAL CORP | Technology | 6.6M | $1.65B | 3.8% | -1.9% |
| LIN LINDE PLC | Materials | 3.2M | $1.62B | 3.7% | -1.2% |
| STXN SEAGATE TECHNOLOGY HOLDINGS | — | 4.3M | $1.58B | 3.6% | -15.7% |
| CP CANADIAN PACIFIC KANSAS CITY | Industrials | 16.1M | $1.25B | 2.8% | -1.4% |
| AMZN AMAZON.COM INC | Consumer discretionary | 6.2M | $1.24B | 2.8% | +0.5% |
| ACGL ARCH CAPITAL GROUP LTD | Financials | 12.6M | $1.21B | 2.8% | -5.1% |
| SPOT SPOTIFY TECHNOLOGY SA | Communications | 2.4M | $1.15B | 2.6% | -1.7% |
| GLW CORNING INC | Industrials | 8.1M | $1.04B | 2.4% | -1.4% |
| NU NU HOLDINGS LTD/CAYMAN ISL-A | Financials | 72.8M | $984.0M | 2.2% | -1.5% |
| FERG FERGUSON ENTERPRISES INC | Consumer discretionary | 4.3M | $972.5M | 2.2% | -1.3% |
| MDT MEDTRONIC PLC | Healthcare | 11.3M | $965.9M | 2.2% | New |
| CAH CARDINAL HEALTH INC | Consumer discretionary | 4.0M | $826.6M | 1.9% | -0.6% |
| MCK MCKESSON CORP | Consumer discretionary | 932.1K | $801.8M | 1.8% | -1.3% |
| NVDA NVIDIA CORP | Technology | 4.7M | $771.2M | 1.8% | +3.1% |
| SHOP SHOPIFY INC - CLASS A | Technology | 6.7M | $746.9M | 1.7% | -0.3% |
| CTVA CORTEVA INC | Consumer staples | 8.7M | $722.7M | 1.6% | -1.1% |
| ILMN ILLUMINA INC | Healthcare | 5.9M | $715.6M | 1.6% | +45.5% |
| MSFT MICROSOFT CORP | Technology | 1.9M | $690.8M | 1.6% | -1.0% |
| AON AON PLC-CLASS A | Financials | 2.0M | $632.7M | 1.4% | -1.7% |
| WCN WASTE CONNECTIONS INC | Utilities | 3.9M | $627.3M | 1.4% | -38.4% |
| GE GENERAL ELECTRIC | Industrials | 2.3M | $625.7M | 1.4% | -1.0% |
| V VISA INC-CLASS A SHARES | Services media | 2.1M | $618.5M | 1.4% | -1.0% |
| CHRW C.H. ROBINSON WORLDWIDE INC | Industrials | 3.6M | $579.9M | 1.3% | New |
| RGA REINSURANCE GROUP OF AMERICA | Financials | 2.8M | $566.8M | 1.3% | +3.0% |
| LPLA LPL FINANCIAL HOLDINGS INC | Financials | 1.7M | $520.6M | 1.2% | +0.8% |
| AJG ARTHUR J GALLAGHER & CO | Financials | 2.4M | $510.2M | 1.2% | -0.7% |
| VRTX VERTEX PHARMACEUTICALS INC | Healthcare | 1.1M | $496.9M | 1.1% | -0.7% |
| MDLN MEDLINE INC-CL A | Healthcare | 7.2M | $307.7M | 0.7% | -1.4% |
| GDDY GODADDY INC - CLASS A | Technology | 3.3M | $270.9M | 0.6% | +1.0% |
| CNQ CANADIAN NATURAL RESOURCES | Energy | 5.1M | $252.9M | 0.6% | +22.4% |
| UBS UBS GROUP AG-REG | Financials | 5.9M | $214.5M | 0.5% | +12.3% |
| CRS CARPENTER TECHNOLOGY | Industrials | 478.3K | $177.3M | 0.4% | +10.2% |
| HOOD ROBINHOOD MARKETS INC - A | Financials | 2.7M | $176.5M | 0.4% | -47.5% |
| BKD BROOKDALE SENIOR LIVING INC | Healthcare | 12.8M | $171.7M | 0.4% | New |
| TPR TAPESTRY INC | Other | 1.1M | $154.8M | 0.4% | +20.4% |
| FIX COMFORT SYSTEMS USA INC | Industrials | 116.7K | $148.6M | 0.3% | +24.5% |
| BAP CREDICORP LTD | Financials | 263.0K | $84.0M | 0.2% | -8.1% |
| INTR INTER & CO INC - CL A | Financials | 10.4M | $79.9M | 0.2% | -5.5% |
| SN SHARKNINJA INC | Industrials | 793.1K | $77.4M | 0.2% | +4.3% |
| ACMR ACM RESEARCH INC-CLASS A | Industrials | 1.9M | $70.6M | 0.2% | +16878.8% |
| CLS CELESTICA INC | Technology | 264.8K | $68.1M | 0.2% | -49.5% |
| NBIS NEBIUS GROUP NV | Technology | 595.8K | $55.0M | 0.1% | +264.7% |
| SLB SLB LTD | Energy | 942.9K | $48.6M | 0.1% | +777.8% |
| BN BROOKFIELD CORP | Real estate | 1.1M | $42.7M | 0.1% | +454.4% |
| BG BUNGE GLOBAL SA | Consumer staples | 326.2K | $41.2M | 0.1% | New |
| COMP COMPASS INC - CLASS A | Real estate | 6.0M | $41.1M | 0.1% | New |
| CPNG COUPANG INC | Consumer discretionary | 1.9M | $35.4M | 0.1% | -96.0% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 7, 2026 | 291 | $43.81B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 9, 2026 | 241 | $48.57B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 4, 2025 | 228 | $48.06B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 29, 2025 | 219 | $43.81B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 28, 2025 | 278 | $38.91B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR/ARESTATEMENT | Feb 11, 2025 | 288 | $42.52B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 28, 2025 | 288 | $42.52B | SEC ↗ | |
| Q3 2024 | 13F-HR | Nov 4, 2024 | 289 | $44.12B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 31, 2024 | 267 | $42.30B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 25, 2024 | 247 | $42.07B | canonical | SEC ↗ |
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