WCM INVESTMENT MANAGEMENT, LLC

CIK

1061186

Location

LAGUNA BEACH, CA

Portfolio Value

Large $45,340,861,014

Diversification

Diversified

Filing Date

Global Rank

#152 / 8,605 ▼ 4 · as of Mar 2026

Top Industry

Internet Retail 9.2%

3Y Alpha vs SPY

-3.2%

Period ended 3 months ago

Filed May 7, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+63.2%

SPY

+76.5%

Annualised alpha

-3.1%

Max drawdown

−20.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

7.0%

+0.0 pts

Top 5

25.9%

−1.9 pts

Top 10

42.9%

−0.0 pts

HHI

290

Diversified−9

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	28.7%	$13,028,105,640	52
Financial Services	16.4%	$7,458,094,687	37
Healthcare	13.7%	$6,213,567,563	45
Industrials	11.0%	$4,994,850,023	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	0.0%	$13,418,218	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	$13,418,218
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
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
FDX	Fedex Corp	51,533	$14,790,512
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
KAI	Kadant Inc	23,085	$6,748,899
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 positions · $45,340,861,014 total · 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%	6.95%
SE	Sea Ltd Consumer Cyclical	Added	33,746,475	+7,883,961	$2,794,545,593	−15.3%	6.16%
ASML	Asml Holding NV Technology	Reduced	1,523,796	-367,199	$2,012,675,470	−0.5%	4.44%
APP	AppLovin Corp Communication Services	Added	5,001,600	+245,290	$1,990,636,800	−37.9%	4.39%
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%	3.76%
LIN	Linde PLC Basic Materials	Reduced	3,234,984	-39,064	$1,603,775,667	+14.9%	3.54%
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%	2.67%
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%	2.24%
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%	1.87%
NVDA	Nvidia Corp Technology	Added	4,669,094	+141,896	$814,289,993	−3.6%	1.80%
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%	1.38%
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%