WCM INVESTMENT MANAGEMENT, LLC
Top Portfolio Positions
256 positions ·
$45,566,751,018 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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 | 3.90% | |
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BIDU
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $50,617,548 | 454,295 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $5,561,412 | 42,564 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,803,802 | 21,278 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,581,157 | 18,437 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,701,358 | 18,487 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,152,180 | 13,666 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $793,254 | 7,534 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $654,999 | 7,574 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $822,657 | 7,814 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $987,732 | 8,294 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,139,825 | 8,484 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,504,230 | 10,987 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,656,347 | 10,975 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $779,042 | 6,811 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $835,471 | 7,111 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,057,619 | 7,111 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $882,441 | 6,670 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,093,904 | 7,352 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,019,055 | 6,628 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $765,236 | 3,753 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $599,567 | 2,756 | Shares | Sole | 2021-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||