WCM INVESTMENT MANAGEMENT, LLC

CIK

1061186

Location

LAGUNA BEACH, CA

Portfolio Value

Large $45,404,607,631

Diversification

Diversified

Filing Date

Global Rank

#152 / 8,622 ▼ 4 · as of Mar 2026

Top Industry

Internet Retail 9.2%

3Y Alpha vs SPY

-3.1%

Period ended 4 months ago

Filed May 7, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+55.0%

SPY

+67.9%

Annualised alpha

-3.1%

Max drawdown

−20.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

256 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.9%

+0.0 pts

Top 5

25.8%

−1.9 pts

Top 10

42.8%

−0.1 pts

HHI

289

Diversified−10

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	28.7%	$13,034,614,870	52
Financial Services	16.4%	$7,458,094,687	37
Healthcare	13.7%	$6,213,567,563	45
Industrials	11.0%	$4,998,414,536	57
Consumer Cyclical	10.1%	$4,591,004,682	23
Communication Services	7.3%	$3,323,202,734	10
Basic Materials	5.4%	$2,450,828,096	7
Consumer Defensive	4.4%	$2,007,560,688	6
Real Estate	2.0%	$887,937,326	10
Energy	0.8%	$372,291,357	8
Utilities	0.1%	$67,091,092	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
TEVA	Teva Pharmaceutical Industries Ltd	+26,813,522	40,820,600	$1,229,516,471
SE	Sea Ltd	+7,883,961	33,746,475	$2,794,545,593
GENI	Genius Sports Ltd	+2,439,890	2,917,437	$12,924,245
BTI	British American Tobacco p.l.c.	+2,303,743	2,362,818	$138,153,968
ILMN	Illumina, Inc.	+1,851,848	5,923,173	$730,090,303
ACMR	ACM Research, Inc.	+1,849,914	1,860,874	$73,225,391
SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	+1,756,304	2,198,987	$67,091,092
SONY	Sony Group Corp	+1,504,035	1,949,592	$40,356,553
BZ	Kanzhun Ltd	+1,207,553	1,529,841	$20,484,570
CNQ	CANADIAN NATURAL RESOURCES Ltd	+938,210	5,122,209	$249,605,244
BN	BROOKFIELD Corp /ON/	+904,701	1,103,817	$44,671,473
SLB	Slb Limited/Nv	+835,454	942,864	$48,453,780
HLN	Haleon plc	+711,817	1,725,059	$17,267,840
UBS	UBS Group AG	+639,111	5,850,200	$228,567,313
NBIS	Nebius Group N.V.	+432,475	595,840	$61,824,358
BIDU	Baidu, Inc.	+411,731	454,295	$50,617,548
KSPI	Joint Stock Co Kaspi.kz	+323,326	571,412	$42,324,486
UUUU	Energy Fuels Inc	+259,843	582,845	$10,636,921
APP	AppLovin Corp	+245,290	5,001,600	$1,990,636,800
BABA	Alibaba Group Holding Ltd	+193,947	249,736	$31,331,878
TPR	Tapestry, Inc.	+191,174	1,130,317	$159,499,031
AXGN	Axogen, Inc.	+158,914	559,530	$18,537,228
NVDA	Nvidia Corp	+141,896	4,669,094	$814,289,993
PDD	PDD Holdings Inc.	+113,300	341,815	$34,926,656
PLNT	Planet Fitness, Inc.	+97,697	265,134	$19,720,666
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CPNG	Coupang, Inc.	−46,313,322	1,938,201	$36,593,234
HOOD	Robinhood Markets, Inc.	−2,449,189	2,708,576	$187,704,316
WCN	Waste Connections, Inc.	−2,410,994	3,875,396	$629,519,326
NVO	Novo Nordisk A S	−1,697,295	810,997	$29,804,139
NU	Nu Holdings Ltd.	−1,101,400	72,837,195	$1,046,670,491
IBN	Icici Bank Ltd	−1,066,632	52,241,896	$1,353,065,106
STX	Seagate Technology Holdings plc	−808,020	4,346,852	$1,702,922,739
HLMN	Hillman Solutions Corp.	−786,638	1,382,926	$11,505,944
ACGL	Arch Capital Group Ltd.	−681,503	12,602,412	$1,209,705,527
CWK	Cushman & Wakefield Ltd.	−661,216	799,832	$9,805,940
INTR	Inter & Co, Inc.	−609,879	10,439,629	$83,099,446
HAYW	Hayward Holdings, Inc.	−603,114	701,862	$9,390,913
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−491,604	9,327,592	$3,152,259,716
MELI	Mercadolibre Inc	−487,291	270	$466,835
VRRM	VERRA MOBILITY Corp	−447,982	852,663	$12,184,554
ESI	Element Solutions Inc	−436,362	597,018	$20,382,194
FTAI	FTAI Aviation Ltd.	−380,549	7,097	$1,738,765
ASML	Asml Holding NV	−367,199	1,523,796	$2,012,675,470
FLY	Firefly Aerospace Inc.	−340,611	340,730	$9,700,583
PNTG	Pennant Group, Inc.	−327,483	327,927	$9,995,214
THC	Tenet Healthcare Corp	−306,239	94,729	$17,876,309
CX	Cemex Sab De CV	−296,079	5,741,766	$65,685,802
SAP	Sap SE	−286,149	833,584	$142,717,916
CLS	Celestica Inc	−259,888	264,837	$74,599,286
CP	Canadian Pacific Kansas City Ltd/Cn	−222,618	16,084,320	$1,265,192,611
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
MDT	Medtronic plc	11,265,714	$976,174,118
CHRW	C. H. Robinson Worldwide, Inc.	3,581,536	$594,785,683
NVS	Novartis AG	1,463,180	$223,500,745
BKD	Brookdale Senior Living Inc.	12,812,004	$175,268,214
LYG	Lloyds Banking Group plc	26,548,234	$133,537,617
GDS	GDS Holdings Ltd	1,733,937	$69,860,321
COMP	Compass, Inc.	6,014,373	$43,965,066
BG	Bunge Global SA	326,216	$41,494,675
CCJ	Cameco Corp	343,656	$37,324,477
KB	KB Financial Group Inc.	251,197	$25,051,876
PAYP	PayPay Corp	1,173,183	$25,035,725
FDX	Fedex Corp	51,533	$18,355,025
FPS	Forgent Power Solutions, Inc.	625,078	$18,296,033
SII	Sprott Inc.	127,000	$18,148,300
PRIM	Primoris Services Corp	124,224	$17,769,000
GMED	Globus Medical Inc	203,145	$17,502,973
HII	Huntington Ingalls Industries, Inc.	44,140	$16,768,786
MDA	MDA Space Ltd.	661,720	$16,754,750
DCI	DONALDSON Co INC	192,822	$16,364,803
FN	Fabrinet	27,420	$14,300,078
NXT	Nextpower Inc.	93,922	$11,322,297
OMCL	Omnicell, Inc.	302,411	$10,094,479
POWI	Power Integrations Inc	156,928	$8,034,713
MFG	Mizuho Financial Group Inc	919,208	$7,298,511
KLAC	Kla Corp	4,912	$7,232,477
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
MNDY	monday.com Ltd.	3,761,924	$555,109,505
GEV	GE Vernova Inc.	597,527	$390,525,721
RACE	Ferrari N.V.	424,528	$156,888,567
WWW	Wolverine World Wide Inc /De/	1,224,125	$22,217,868
CRL	Charles River Laboratories International, Inc.	102,234	$20,393,638
WH	Wyndham Hotels & Resorts, Inc.	211,065	$15,948,071
CWST	Casella Waste Systems Inc	156,949	$15,371,585
CVLT	Commvault Systems Inc	120,362	$15,088,580
VRTS	Virtus Investment Partners, Inc.	87,812	$14,326,527
PEN	Penumbra Inc	41,053	$12,763,788
RGEN	Repligen Corp	63,604	$10,422,151
CWAN	Clearwater Analytics Holdings, Inc.	432,025	$10,420,443
VRNS	Varonis Systems Inc	289,128	$9,483,398
ASH	Ashland Inc.	159,149	$9,337,271
TT	Trane Technologies plc	23,716	$9,230,267
BRCB	Black Rock Coffee Bar, Inc.	290,760	$6,469,410
CNTA	Centessa Pharmaceuticals plc	257,190	$6,432,321
RELX	Relx PLC	139,836	$5,652,171
PAC	Pacific Airport Group	17,112	$4,511,236
ICLR	Icon PLC	24,145	$4,399,701
GIB	Cgi Inc	42,176	$3,892,844
RARE	Ultragenyx Pharmaceutical Inc.	163,272	$3,755,256
KLAR	Klarna Group plc	121,219	$3,504,441
DT	Dynatrace, Inc.	50,646	$2,194,997
BAH	Booz Allen Hamilton Holding Corp	13,120	$1,106,803
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

256 tracked positions · $45,404,607,631 total · filing declares 291 positions · $43,812,770,555 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 256 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	9,327,592	-491,604	$3,152,259,716	+5.6%	6.94%
SE	Sea Ltd Consumer Cyclical	Added	33,746,475	+7,883,961	$2,794,545,593	−15.3%	6.15%
ASML	Asml Holding NV Technology	Reduced	1,523,796	-367,199	$2,012,675,470	−0.5%	4.43%
APP	AppLovin Corp Communication Services	Added	5,001,600	+245,290	$1,990,636,800	−37.9%	4.38%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	10,783,780	-22,437	$1,782,990,185	+2.9%	3.93%
WDC	Western Digital Corp Technology	Reduced	6,561,810	-129,399	$1,774,903,986	+54.0%	3.91%
STX	Seagate Technology Holdings plc Technology	Reduced	4,346,852	-808,020	$1,702,922,739	+20.0%	3.75%
LIN	Linde PLC Basic Materials	Reduced	3,234,984	-39,064	$1,603,775,667	+14.9%	3.53%
IBN	Icici Bank Ltd Financial Services	Reduced	52,241,896	-1,066,632	$1,353,065,106	−14.8%	2.98%
AMZN	Amazon Com Inc Consumer Cyclical	Added	6,166,656	+28,418	$1,284,329,445	−9.4%	2.83%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Reduced	16,084,320	-222,618	$1,265,192,611	+5.4%	2.79%
TEVA	Teva Pharmaceutical Industries Ltd Healthcare	Added	40,820,600	+26,813,522	$1,229,516,471	+181.3%	2.71%
ACGL	Arch Capital Group Ltd. Financial Services	Reduced	12,602,412	-681,503	$1,209,705,527	−5.1%	2.66%
SPOT	Spotify Technology S.A. Communication Services	Reduced	2,415,077	-40,649	$1,171,094,988	−17.9%	2.58%
GLW	Corning Inc /Ny Technology	Reduced	8,106,869	-117,901	$1,102,290,977	+53.1%	2.43%
NU	Nu Holdings Ltd. Financial Services	Reduced	72,837,195	-1,101,400	$1,046,670,491	−15.4%	2.31%
FERG	Ferguson Enterprises Inc. /DE/ Industrials	Reduced	4,348,417	-57,678	$1,014,311,749	+3.4%	2.23%
MDT	Medtronic plc Healthcare	NEW	11,265,714	NEW	$976,174,118	NEW	2.15%
CAH	Cardinal Health Inc Healthcare	Reduced	4,006,636	-26,046	$846,642,253	+2.2%	1.86%
NVDA	Nvidia Corp Technology	Added	4,669,094	+141,896	$814,289,993	−3.6%	1.79%
MCK	Mckesson Corp Healthcare	Reduced	932,121	-11,950	$806,620,228	+4.2%	1.78%
SHOP	Shopify Inc. Technology	Reduced	6,682,523	-18,156	$792,680,878	−26.5%	1.75%
ILMN	Illumina, Inc. Healthcare	Added	5,923,173	+1,851,848	$730,090,303	+36.7%	1.61%
CTVA	Corteva, Inc. Basic Materials	Reduced	8,712,618	-92,666	$729,333,252	+23.6%	1.61%
MSFT	Microsoft Corp Technology	Reduced	1,924,322	-18,644	$712,326,274	−24.2%	1.57%
GE	General Electric Co Industrials	Reduced	2,289,914	-22,683	$649,808,895	−8.8%	1.43%
WELL	Welltower Inc. Real Estate	Reduced	3,256,983	-24,554	$643,938,108	+5.7%	1.42%
AON	Aon plc Financial Services	Reduced	1,952,379	-33,749	$630,188,893	−10.1%	1.39%
WCN	Waste Connections, Inc. Industrials	Reduced	3,875,396	-2,410,994	$629,519,326	−42.9%	1.39%
V	Visa Inc. Financial Services	Reduced	2,064,855	-21,412	$624,081,775	−14.7%	1.37%
CHRW	C. H. Robinson Worldwide, Inc. Industrials	NEW	3,581,536	NEW	$594,785,683	NEW	1.31%
RGA	Reinsurance Group Of America Inc Financial Services	Added	2,830,620	+82,681	$577,899,379	+3.4%	1.27%
LPLA	LPL Financial Holdings Inc. Financial Services	Added	1,734,395	+12,922	$521,758,047	−15.1%	1.15%
AJG	Arthur J. Gallagher & Co. Financial Services	Reduced	2,362,513	-17,781	$511,673,065	−16.9%	1.13%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Reduced	1,121,341	-7,804	$500,723,610	−2.2%	1.10%
MDLN	Medline Inc. Healthcare	Reduced	7,218,731	-105,852	$321,233,529	+4.4%	0.71%
GDDY	GoDaddy Inc. Technology	Added	3,314,456	+33,509	$274,006,077	−32.7%	0.60%
CNQ	CANADIAN NATURAL RESOURCES Ltd Energy	Added	5,122,209	+938,210	$249,605,244	+76.2%	0.55%
UBS	UBS Group AG Financial Services	Added	5,850,200	+639,111	$228,567,313	−5.3%	0.50%
NVS	Novartis AG Healthcare	NEW	1,463,180	NEW	$223,500,745	NEW	0.49%
CRS	Carpenter Technology Corp Industrials	Added	478,314	+44,400	$188,527,463	+38.0%	0.42%
HOOD	Robinhood Markets, Inc. Financial Services	Reduced	2,708,576	-2,449,189	$187,704,316	−67.8%	0.41%
BKD	Brookdale Senior Living Inc. Healthcare	NEW	12,812,004	NEW	$175,268,214	NEW	0.39%
AHR	American Healthcare REIT, Inc. Real Estate	Added	3,425,295	+17,020	$161,536,912	+0.7%	0.36%
FIX	Comfort Systems USA Inc Industrials	Added	116,698	+22,992	$160,925,375	+84.0%	0.35%
TPR	Tapestry, Inc. Consumer Cyclical	Added	1,130,317	+191,174	$159,499,031	+32.9%	0.35%
SAP	Sap SE Technology	Reduced	833,584	-286,149	$142,717,916	−47.5%	0.31%
BTI	British American Tobacco p.l.c. Consumer Defensive	Added	2,362,818	+2,303,743	$138,153,968	+4030.4%	0.30%
LYG	Lloyds Banking Group plc Financial Services	NEW	26,548,234	NEW	$133,537,617	NEW	0.29%
BAP	Credicorp Ltd Financial Services	Reduced	262,968	-23,031	$89,193,486	+8.7%	0.20%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.