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 | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in GDDY
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $274,006,077 | 3,314,456 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $407,099,903 | 3,280,947 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $511,309,217 | 3,736,821 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $660,942,100 | 3,670,677 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $625,305,210 | 3,471,218 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $671,860,506 | 3,404,066 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $7,429,490 | 47,388 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $6,606,187 | 47,285 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $5,605,612 | 47,233 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $8,918,501 | 84,010 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $5,515,020 | 74,047 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $5,558,943 | 73,991 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $5,863,818 | 75,448 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,607,609 | 74,948 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,038,746 | 14,655 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $999,577 | 14,370 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,198,667 | 14,321 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,215,280 | 14,321 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $719,094 | 10,317 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $888,035 | 10,212 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $750,274 | 9,666 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $599,064 | 7,222 | Shares | Sole | 2021-02-23 | |
| 2020-09-30 | $533,081 | 7,017 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $514,556 | 7,017 | Shares | Sole | 2020-08-18 | |
| 2020-03-31 | $400,740 | 7,017 | Shares | Sole | 2020-05-08 | |
| No 13F history on record for this holder in this stock. | ||||||