WCM INVESTMENT MANAGEMENT, LLC
Top Portfolio Positions
255 positions ·
$45,391,436,854 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 | 6.94% |
| SE |
Sea Ltd
Consumer Cyclical
|
33,746,475 | $2,794,545,593 | 6.16% |
| ASML |
Asml Holding Nv
Technology
|
1,523,796 | $2,012,675,470 | 4.43% |
| APP |
AppLovin Corp
Communication Services
|
5,001,600 | $1,990,636,800 | 4.39% |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
10,783,780 | $1,782,990,185 | 3.93% |
| WDC |
Western Digital Corp
Technology
|
6,561,810 | $1,774,903,986 | 3.91% |
| STX |
Seagate Technology Holdings plc
Technology
|
4,346,852 | $1,702,922,739 | 3.75% |
| LIN |
Linde Plc
Basic Materials
|
3,234,984 | $1,603,775,667 | 3.53% |
| IBN |
Icici Bank Ltd
Financial Services
|
52,241,896 | $1,353,065,106 | 2.98% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
6,166,656 | $1,284,329,445 | 2.83% |
Holdings in BOOT
Export CSV
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,467,636 | 133,012 | Shares | Sole | 2026-05-07 | |
| No quarters match your search. | ||||||