WCM INVESTMENT MANAGEMENT, LLC
Top Portfolio Positions
257 positions ·
$45,579,921,793 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 | 3.89% | |
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ICUI
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,881,283 | 91,996 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $23,572,365 | 165,223 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $24,884,622 | 207,441 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $31,269,729 | 236,623 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $33,240,862 | 239,384 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $39,363,215 | 253,678 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $47,282,627 | 259,481 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $30,408,787 | 256,074 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $27,575,444 | 256,946 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $24,217,669 | 242,808 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $21,015,618 | 176,587 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $31,314,576 | 175,737 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $29,041,867 | 176,054 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $28,015,219 | 177,897 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $26,615,236 | 176,728 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $19,287,056 | 117,325 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $26,423,360 | 118,682 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $27,637,768 | 116,448 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $27,051,775 | 115,913 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $13,224,502 | 64,259 | Shares | Sole | 2021-08-05 | |
| No 13F history on record for this holder in this stock. | ||||||