WCM INVESTMENT MANAGEMENT, LLC

CIK

1061186

City

LAGUNA BEACH

State / Country

Stock

AON — Aon plc

Top Portfolio Positions

257 positions · $45,579,921,793 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	9,327,592	$3,152,259,716	6.92%
SE	Sea Ltd Consumer Cyclical	33,746,475	$2,794,545,593	6.13%
ASML	Asml Holding NV Technology	1,523,796	$2,012,675,470	4.42%
APP	AppLovin Corp Communication Services	5,001,600	$1,990,636,800	4.37%
PM	Philip Morris International Inc. Consumer Defensive	10,783,780	$1,782,990,185	3.91%
WDC	Western Digital Corp Technology	6,561,810	$1,774,903,986	3.89%
STX	Seagate Technology Holdings plc Technology	4,346,852	$1,702,922,739	3.74%
LIN	Linde PLC Basic Materials	3,234,984	$1,603,775,667	3.52%
IBN	Icici Bank Ltd Financial Services	52,241,896	$1,353,065,106	2.97%
AMZN	Amazon Com Inc Consumer Cyclical	6,166,656	$1,284,329,445	2.82%

25 quarters · across all stocks

23 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$630,188,893	1,952,379	-1.7%	Shares	Sole	2026-05-07
2025-12-31	$700,864,848	1,986,128	-2.5%	Shares	Sole	2026-02-09
2025-09-30	$726,654,056	2,037,843	-0.1%	Shares	Sole	2025-11-04
2025-06-30	$727,877,092	2,040,243	-0.6%	Shares	Sole	2025-07-29
2025-03-31	$818,859,247	2,051,816	+0.3%	Shares	Sole	2025-04-28
2024-12-31	$734,761,626	2,045,778	-41.3%	Shares	Sole	2025-02-11
2024-09-30	$1,205,977,208	3,485,584	+0.0%	Shares	Sole	2024-11-04
2024-06-30	$1,023,072,574	3,484,817	-19.6%	Shares	Sole	2024-07-31
2024-03-31	$1,446,895,787	4,335,658	-2.3%	Shares	Sole	2024-04-25
2023-12-31	$1,291,632,319	4,438,294	-9.7%	Shares	Sole	2024-01-29
2023-09-30	$1,593,278,357	4,914,189	-2.4%	Shares	Sole	2023-10-10
2023-06-30	$1,737,591,470	5,033,579	+0.7%	Shares	Sole	2023-07-14
2023-03-31	$1,575,340,809	4,996,482	-2.1%	Shares	Sole	2023-05-15
2022-12-31	$1,531,996,198	5,104,272	-3.3%	Shares	Sole	2023-02-07
2022-09-30	$1,414,531,733	5,280,665	-5.0%	Shares	Sole	2022-10-18
2022-06-30	$1,499,037,584	5,558,579	-5.5%	Shares	Sole	2022-08-09
2022-03-31	$1,914,489,484	5,879,340	+27.5%	Shares	Sole	2022-05-06
2021-12-31	$1,386,204,660	4,612,073	+0.5%	Shares	Sole	2022-01-26
2021-09-30	$1,310,907,005	4,587,280	-0.7%	Shares	Sole	2021-11-02
2021-06-30	$1,103,005,063	4,619,723	+1.4%	Shares	Sole	2021-08-05
2021-03-31	$1,048,405,781	4,556,107	+2.8%	Shares	Sole	2021-05-13
2020-12-31	$936,660,051	4,433,474	+1.9%	Shares	Sole	2021-02-23
2020-09-30	$897,710,324	4,351,480	—	Shares	Sole	2020-11-06
No 13F history on record for this holder in this stock.