# WCM INVESTMENT MANAGEMENT, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1061186. Source: https://holderbook.com/funds/1061186-wcm-investment-management-llc/

- Reported value: $55.2B
- Positions: 266
- Weight of the ten largest: 45.7%
- Filed: 2026-08-13

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SEAGATE TECHNOLOGY HLDNGS PL | [STX](https://holderbook.com/stocks/STX/) | $5.2B | 5,320,463 | 9.3% | 4 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $4.2B | 9,261,509 | 7.6% | 31 |
| SEA LTD | [SE](https://holderbook.com/stocks/SE/) | $3.1B | 33,881,192 | 5.7% | 9 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $2.7B | 1,449,003 | 4.9% | 31 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $1.9B | 10,304,779 | 3.4% | 7 |
| APPLOVIN CORP | [APP](https://holderbook.com/stocks/APP/) | $1.9B | 3,709,328 | 3.4% | 10 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $1.6B | 3,191,132 | 3.0% | 14 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $1.5B | 6,437,619 | 2.8% | 31 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $1.5B | 5,932,726 | 2.8% | 4 |
| ICICI BANK LIMITED | [IBN](https://holderbook.com/stocks/IBN/) | $1.5B | 51,506,124 | 2.7% | 21 |
| TEVA PHARMACEUTICAL INDS LTD | [TEVA](https://holderbook.com/stocks/TEVA/) | $1.4B | 41,315,232 | 2.5% | 8 |
| CANADIAN PACIFIC KANSAS CITY | [CP](https://holderbook.com/stocks/CP/) | $1.3B | 15,281,812 | 2.4% | 13 |
| SPOTIFY TECHNOLOGY S A | [SPOT](https://holderbook.com/stocks/SPOT/) | $1.3B | 2,840,477 | 2.4% | 9 |
| ARCH CAP GROUP LTD | [ACGL](https://holderbook.com/stocks/ACGL/) | $1.2B | 11,973,574 | 2.1% | 14 |
| ILLUMINA INC | [ILMN](https://holderbook.com/stocks/ILMN/) | $1.1B | 6,206,701 | 2.0% | 31 |
| WESTERN DIGITAL CORP | [WDC](https://holderbook.com/stocks/WDC/) | $1.1B | 1,632,121 | 1.9% | 4 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $1.0B | 1,821,072 | 1.9% | 9 |
| FERGUSON ENTERPRISES INC | [FERG](https://holderbook.com/stocks/FERG/) | $998.0M | 4,182,592 | 1.8% | 3 |
| NU HLDGS LTD | [NU](https://holderbook.com/stocks/NU/) | $977.5M | 74,446,402 | 1.8% | 11 |
| CARDINAL HEALTH INC | [CAH](https://holderbook.com/stocks/CAH/) | $971.4M | 4,112,461 | 1.8% | 3 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $929.5M | 4,767,428 | 1.7% | 13 |
| MEDTRONIC PLC | [MDT](https://holderbook.com/stocks/MDT/) | $876.1M | 10,826,014 | 1.6% | 2 |
| WELLTOWER INC | [WELL](https://holderbook.com/stocks/WELL/) | $762.2M | 3,346,803 | 1.4% | 5 |
| CORTEVA INC | [CTVA](https://holderbook.com/stocks/CTVA/) | $745.3M | 8,939,948 | 1.4% | 16 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $728.1M | 1,975,459 | 1.3% | 18 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $725.2M | 2,122,570 | 1.3% | 31 |
| MCKESSON CORP | [MCK](https://holderbook.com/stocks/MCK/) | $716.0M | 957,886 | 1.3% | 16 |
| VENTAS INC | [VTR](https://holderbook.com/stocks/VTR/) | $698.8M | 7,824,883 | 1.3% | 1 |
| C H ROBINSON WORLDWIDE IN | [CHRW](https://holderbook.com/stocks/CHRW/) | $680.6M | 3,683,725 | 1.2% | 2 |
| REINSURANCE GROUP AMER INC | [RGA](https://holderbook.com/stocks/RGA/) | $646.0M | 3,007,065 | 1.2% | 9 |
| WASTE CONNECTIONS INC | [WCN](https://holderbook.com/stocks/WCN/) | $634.1M | 3,794,258 | 1.1% | 17 |
| AON PLC | [AON](https://holderbook.com/stocks/AON/) | $614.5M | 1,875,859 | 1.1% | 24 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $605.8M | 1,620,961 | 1.1% | 11 |
| VERTEX PHARMACEUTICALS INC | [VRTX](https://holderbook.com/stocks/VRTX/) | $575.6M | 1,152,094 | 1.0% | 7 |
| GALLAGHER ARTHUR J & CO | [AJG](https://holderbook.com/stocks/AJG/) | $550.9M | 2,425,562 | 1.0% | 16 |
| LPL FINL HLDGS INC | [LPLA](https://holderbook.com/stocks/LPLA/) | $487.3M | 1,810,058 | 0.9% | 17 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $335.0M | 947,287 | 0.6% | 4 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $334.5M | 952,310 | 0.6% | 1 |
| UBS GROUP AG | [UBS](https://holderbook.com/stocks/UBS/) | $304.4M | 6,150,458 | 0.6% | 13 |
| NOVARTIS AG | [NVS](https://holderbook.com/stocks/NVS/) | $300.1M | 1,904,349 | 0.5% | 2 |
| MEDLINE INC | [MDLN](https://holderbook.com/stocks/MDLN/) | $293.0M | 7,397,650 | 0.5% | 3 |
| ROBINHOOD MKTS INC | [HOOD](https://holderbook.com/stocks/HOOD/) | $283.5M | 2,784,462 | 0.5% | 6 |
| COMFORT SYS USA INC | [FIX](https://holderbook.com/stocks/FIX/) | $282.4M | 144,923 | 0.5% | 9 |
| ASTRAZENECA PLC | [AZN](https://holderbook.com/stocks/AZN/) | $248.8M | 1,310,660 | 0.5% | 1 |
| CANADIAN NAT RES LTD MED TER | [CNQ](https://holderbook.com/stocks/CNQ/) | $230.1M | 5,852,509 | 0.4% | 16 |
| BROOKDALE SR LIVING INC | [BKD](https://holderbook.com/stocks/BKD/) | $229.2M | 14,453,030 | 0.4% | 2 |
| AMERICAN HEALTHCARE REIT INC | [AHR](https://holderbook.com/stocks/AHR/) | $206.3M | 3,966,698 | 0.4% | 3 |
| TAPESTRY INC | [TPR](https://holderbook.com/stocks/TPR/) | $199.9M | 1,363,696 | 0.4% | 6 |
| TC ENERGY CORP | [TRP](https://holderbook.com/stocks/TRP/) | $189.1M | 2,759,365 | 0.3% | 1 |
| NATIONAL GRID PLC | [NGG](https://holderbook.com/stocks/NGG/) | $183.6M | 2,191,417 | 0.3% | 1 |
| NEBIUS GROUP N.V. | [NBIS](https://holderbook.com/stocks/NBIS/) | $165.5M | 633,765 | 0.3% | 6 |
| CARPENTER TECHNOLOGY CORP | [CRS](https://holderbook.com/stocks/CRS/) | $151.2M | 249,050 | 0.3% | 8 |
| LLOYDS BANKING GROUP PLC | [LYG](https://holderbook.com/stocks/LYG/) | $150.4M | 26,155,105 | 0.3% | 2 |
| BRITISH AMERN TOB PLC | [BTI](https://holderbook.com/stocks/BTI/) | $146.1M | 2,329,421 | 0.3% | 4 |
| SHARKNINJA INC | [SN](https://holderbook.com/stocks/SN/) | $138.5M | 946,384 | 0.3% | 8 |
| TECHNIPFMC PLC | [FTI](https://holderbook.com/stocks/FTI/) | $130.7M | 2,002,988 | 0.2% | 1 |
| CELESTICA INC | [CLS](https://holderbook.com/stocks/CLS/) | $114.3M | 332,862 | 0.2% | 9 |
| ACM RESH INC | [ACMR](https://holderbook.com/stocks/ACMR/) | $109.1M | 917,651 | 0.2% | 3 |
| CREDICORP LTD | [BAP](https://holderbook.com/stocks/BAP/) | $107.0M | 278,043 | 0.2% | 18 |
| COMPANHIA DE SANEAMENTO BASI | [SBS](https://holderbook.com/stocks/SBS/) | $92.5M | 15,916,320 | 0.2% | 8 |
| SONY GROUP CORP | [SONY](https://holderbook.com/stocks/SONY/) | $88.4M | 4,329,142 | 0.2% | 29 |
| COMPASS INC | [COMP](https://holderbook.com/stocks/COMP/) | $87.4M | 7,287,246 | 0.2% | 2 |
| CEMEX SA EURO MTN BE 144A | [CX](https://holderbook.com/stocks/CX/) | $82.1M | 6,765,283 | 0.1% | 4 |
| ISHARES TR | [ACWI](https://holderbook.com/stocks/ACWI/) | $68.4M | 438,825 | 0.1% | 3 |
| BROOKFIELD CORP | [BN](https://holderbook.com/stocks/BN/) | $66.3M | 1,573,553 | 0.1% | 15 |
| BAIDU INC | [BIDU](https://holderbook.com/stocks/BIDU/) | $65.6M | 585,072 | 0.1% | 22 |
| SLB LIMITED | [SLB](https://holderbook.com/stocks/SLB/) | $62.8M | 1,353,584 | 0.1% | 16 |
| KASPI KZ JSC | [KSPI](https://holderbook.com/stocks/KSPI/) | $57.4M | 656,410 | 0.1% | 10 |
| NOVO-NORDISK A S | [NVO](https://holderbook.com/stocks/NVO/) | $57.1M | 1,181,027 | 0.1% | 19 |
| BUNGE GLOBAL SA | [BG](https://holderbook.com/stocks/BG/) | $52.6M | 481,775 | 0.1% | 2 |
| CAMECO CORP | [CCJ](https://holderbook.com/stocks/CCJ/) | $50.6M | 488,931 | 0.1% | 2 |
| COUPANG INC | [CPNG](https://holderbook.com/stocks/CPNG/) | $45.8M | 2,604,060 | 0.1% | 20 |
| CHUBB LIMITED | [CB](https://holderbook.com/stocks/CB/) | $45.7M | 133,255 | 0.1% | 23 |
| DPC HOLDINGS PLC | [DPC](https://holderbook.com/stocks/DPC/) | $41.4M | 800,000 | 0.1% | 1 |
| KB FINL GROUP INC | [KB](https://holderbook.com/stocks/KB/) | $40.1M | 396,115 | 0.1% | 2 |
| ALIBABA GROUP HLDG LTD | [BABA](https://holderbook.com/stocks/BABA/) | $33.5M | 350,234 | 0.1% | 6 |
| EVERCORE INC | [EVR](https://holderbook.com/stocks/EVR/) | $33.4M | 99,887 | 0.1% | 14 |
| APPLIED INDL TECHNOLOGIES IN | [AIT](https://holderbook.com/stocks/AIT/) | $33.4M | 99,840 | 0.1% | 14 |
| GDS HLDGS LTD | [GDS](https://holderbook.com/stocks/GDS/) | $32.6M | 1,111,344 | 0.1% | 2 |
| AAON INC | [AAON](https://holderbook.com/stocks/AAON/) | $32.2M | 255,888 | 0.1% | 6 |
| PDD HOLDINGS INC | [PDD](https://holderbook.com/stocks/PDD/) | $30.3M | 395,381 | 0.1% | 11 |
| NOVANTA INC | [NOVT](https://holderbook.com/stocks/NOVT/) | $29.2M | 185,240 | 0.1% | 7 |
| ADVANCED ENERGY INDS | [AEIS](https://holderbook.com/stocks/AEIS/) | $28.7M | 82,512 | 0.1% | 3 |
| KANZHUN LIMITED | [BZ](https://holderbook.com/stocks/BZ/) | $28.2M | 2,171,475 | 0.1% | 9 |
| GENIUS SPORTS LIMITED | [GENI](https://holderbook.com/stocks/GENI/) | $27.7M | 4,374,308 | 0.1% | 3 |
| TEXAS ROADHOUSE INC | [TXRH](https://holderbook.com/stocks/TXRH/) | $26.5M | 136,902 | 0.0% | 19 |
| WISE GROUP PLC | [WSE](https://holderbook.com/stocks/WSE/) | $26.5M | 2,192,259 | 0.0% | 1 |
| SAIA INC | [SAIA](https://holderbook.com/stocks/SAIA/) | $26.0M | 61,010 | 0.0% | 20 |
| UMB FINL CORP | [UMBF](https://holderbook.com/stocks/UMBF/) | $25.9M | 182,176 | 0.0% | 4 |
| GUARDANT HEALTH INC | [GH](https://holderbook.com/stocks/GH/) | $25.7M | 167,010 | 0.0% | 3 |
| ADVANCED DRAIN SYS INC DEL | [WMS](https://holderbook.com/stocks/WMS/) | $25.5M | 165,114 | 0.0% | 3 |
| FORGENT POWER SOLUTIONS INC | [FPS](https://holderbook.com/stocks/FPS/) | $24.7M | 448,666 | 0.0% | 2 |
| HALEON PLC | [HLN](https://holderbook.com/stocks/HLN/) | $24.5M | 2,623,246 | 0.0% | 13 |
| MERCURY SYS INC | [MRCY](https://holderbook.com/stocks/MRCY/) | $24.2M | 219,320 | 0.0% | 30 |
| REGAL REXNORD CORPORATION | [RRX](https://holderbook.com/stocks/RRX/) | $24.1M | 109,690 | 0.0% | 13 |
| DUCOMMUN INC DEL | [DCO](https://holderbook.com/stocks/DCO/) | $24.0M | 130,272 | 0.0% | 3 |
| EASTGROUP PPTYS INC | [EGP](https://holderbook.com/stocks/EGP/) | $23.3M | 112,762 | 0.0% | 14 |
| CHEFS WHSE INC | [CHEF](https://holderbook.com/stocks/CHEF/) | $22.5M | 235,895 | 0.0% | 8 |
| DONALDSON INC | [DCI](https://holderbook.com/stocks/DCI/) | $22.3M | 252,585 | 0.0% | 2 |
| PAYPAY CORP | [PAYP](https://holderbook.com/stocks/PAYP/) | $22.3M | 1,528,475 | 0.0% | 2 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +26.0% | +14.8% | +11.2% | 104% |
| Q1 2026 | -4.4% | -4.6% | +0.2% | 99% |
| Q4 2025 | -3.6% | +2.4% | -6.0% | 100% |
| Q3 2025 | +6.9% | +7.8% | -0.9% | 101% |
| Q2 2025 | +14.5% | +10.5% | +4.1% | 99% |
| Q1 2025 | -1.2% | -4.6% | +3.4% | 99% |
| Q4 2024 | +2.4% | +2.1% | +0.2% | 100% |
| Q3 2024 | +6.2% | +5.4% | +0.8% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $55.2B | 266 |
| Q1 2026 | $43.8B | 263 |
| Q4 2025 | $48.6B | 241 |
| Q3 2025 | $48.1B | 228 |
| Q2 2025 | $43.8B | 219 |
| Q1 2025 | $38.9B | 278 |
| Q4 2024 | $42.5B | 288 |
| Q3 2024 | $44.1B | 289 |
| Q2 2024 | $42.3B | 267 |
| Q1 2024 | $42.1B | 247 |
| Q4 2023 | $36.2B | 249 |
| Q3 2023 | $34.1B | 207 |