WCM INVESTMENT MANAGEMENT, LLC — 13F Holdings

2026 Q2  ·  296 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, WCM INVESTMENT MANAGEMENT, LLC maintained a portfolio of 296 distinct positions. The most significant new addition was VENTAS INC, now representing 1.27% of the total fund value. They heavily accumulated shares in SEAGATE TECHNOLOGY HLDNGS PL, increasing the position by 22.4%. The fund also reduced its exposure to WESTERN DIGITAL CORP by 75.1%.
Position History hover any row below to update
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WCM INVESTMENT MANAGEMENT, LLC Laguna Beach, CA RIA / Asset Manager AUM $55,159M
PCA Score Concentration Risk
Risk ENB
Total Positions
296
Quarter
2026 Q2
Top Holding
STX (9.3%)
Top 10 Concentration
45.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 296

WCM INVESTMENT MANAGEMENT, LLC Full Holdings List — 2026 Q2

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
STX
SEAGATE TECHNOL...
Technology 9.34% 3.60% #1 7
Prev: #8
8.2
973,611 22.4%
P
S
5,320,463 $5,153,028,172
$350.33 +142.4%
$965.00 -12.0%
2025 Q3 13F Filing 2026-06-30 2026-08-13
TSM
TAIWAN SEMICOND...
Technology 7.64% 6.74% #2 1
Prev: #1
5.1
-66,083 -0.7%
P
S
9,261,509 $4,214,912,921 2007 Q4 13F Filing 2026-06-30 2026-08-13
SE
SEA LTD
Consumer Cyclical 5.71% 6.03% #3 1
Prev: #2
3.8
134,717 0.4%
P
S
33,881,192 $3,149,256,796 2024 Q2 13F Filing 2026-06-30 2026-08-13
ASML
ASML HLDG NV
Technology 4.95% 4.36% #4 1
Prev: #3
3.0
-74,793 -4.9%
P
S
1,449,003 $2,728,632,941 2012 Q4 13F Filing 2026-06-30 2026-08-13
PM
PHILIP MORRIS I...
Consumer Defensive 3.42% 4.06% #5
Prev: #5
2.4
-479,001 -4.4%
P
S
10,304,779 $1,884,434,918 2012 Q2 13F Filing 2026-06-30 2026-08-13
APP
APPLOVIN CORP
Communication Services 3.35% 4.25% #6 2
Prev: #4
1.3
-1,292,272 -25.8%
P
S
3,709,328 $1,850,064,434 2024 Q1 13F Filing 2026-06-30 2026-08-13
LIN
LINDE PLC
Basic Materials 2.96% 3.69% #7
Prev: #7
1.7
-43,852 -1.4%
P
S
3,191,132 $1,630,859,906 2022 Q4 13F Filing 2026-06-30 2026-08-13
AMZN
AMAZON COM INC
Consumer Cyclical 2.80% 2.83% #8 3
Prev: #11
1.6
270,963 4.4%
P
S
6,437,619 $1,545,929,827 2006 Q3 13F Filing 2026-06-30 2026-08-13
GLW
CORNING INC
Technology 2.75% 2.38% #9 6
Prev: #15
1.1
-2,174,143 -26.8%
P
S
5,932,726 $1,516,938,711 2000 Q4 13F Filing 2026-06-30 2026-08-13
IBN
ICICI BANK LIMI...
Financial Services 2.74% 3.00% #10 1
Prev: #9
1.6
-735,772 -1.4%
P
S
51,506,124 $1,512,219,812 2021 Q2 13F Filing 2026-06-30 2026-08-13
TEVA
TEVA PHARMACEUT...
Healthcare 2.49% 2.64% #11 2
Prev: #13
1.5
494,632 1.2%
P
S
41,315,232 $1,376,210,378 2001 Q1 13F Filing 2026-06-30 2026-08-13
CP
CANADIAN PACIFI...
Industrials 2.41% 2.85% #12 2
Prev: #10
1.5
-802,508 -5.0%
P
S
15,281,812 $1,328,142,284 2013 Q3 13F Filing 2026-06-30 2026-08-13
SPOT
SPOTIFY TECHNOL...
Communication Services 2.38% 2.62% #13 1
Prev: #14
3.0
425,400 17.6%
P
S
2,840,477 $1,313,124,112 2024 Q2 13F Filing 2026-06-30 2026-08-13
ACGL
ARCH CAP GROUP ...
Financial Services 2.13% 2.75% #14 2
Prev: #12
1.4
-628,838 -5.0%
P
S
11,973,574 $1,174,128,712 2023 Q1 13F Filing 2026-06-30 2026-08-13
ILMN
ILLUMINA INC
Healthcare 2.04% 1.63% #15 9
Prev: #24
1.3
283,528 4.8%
P
S
6,206,701 $1,124,033,551 2018 Q3 13F Filing 2026-06-30 2026-08-13
WDC
WESTERN DIGITAL...
Technology 1.93% 3.77% #16 10
Prev: #6
0.8
-4,929,689 -75.1%
P
S
1,632,121 $1,063,947,037 2025 Q3 13F Filing 2026-06-30 2026-08-13
META
META PLATFORMS ...
Communication Services 1.86% 0.03% #17 120
Prev: #137
3.7
1,799,598 8380.4%
P
S
1,821,072 $1,024,535,107 2015 Q3 13F Filing 2026-06-30 2026-08-13
FERG
FERGUSON ENTERP...
Industrials 1.81% 2.22% #18 1
Prev: #17
1.2
-165,825 -3.8%
P
S
4,182,592 $998,008,184 2024 Q3 13F Filing 2026-06-30 2026-08-13
NU
NU HLDGS LTD
Financial Services 1.77% 2.25% #19 3
Prev: #16
1.2
1,609,207 2.2%
P
S
74,446,402 $977,481,258 2021 Q4 13F Filing 2026-06-30 2026-08-13
CAH
CARDINAL HEALTH...
Healthcare 1.76% 1.89% #20 1
Prev: #19
1.2
105,825 2.6%
P
S
4,112,461 $971,445,537 2001 Q1 13F Filing 2026-06-30 2026-08-13
NVDA
NVIDIA CORPORAT...
Technology 1.69% 1.76% #21
Prev: #21
1.2
98,334 2.1%
P
S
4,767,428 $929,505,437 2011 Q1 13F Filing 2026-06-30 2026-08-13
MDT
MEDTRONIC PLC
Healthcare 1.59% 2.20% #22 4
Prev: #18
1.1
-439,700 -3.9%
P
S
10,826,014 $876,149,302 2001 Q1 13F Filing 2026-06-30 2026-08-13
WELL
WELLTOWER INC
Real Estate 1.38% 1.45% #23 3
Prev: #26
1.1
89,820 2.8%
P
S
3,346,803 $762,167,447 2025 Q2 13F Filing 2026-06-30 2026-08-13
CTVA
CORTEVA INC
Basic Materials 1.35% 1.65% #24 1
Prev: #23
1.0
227,330 2.6%
P
S
8,939,948 $745,323,498 2022 Q3 13F Filing 2026-06-30 2026-08-13
MSFT
MICROSOFT CORP
Technology 1.32% 1.58% #25
Prev: #25
1.0
51,137 2.7%
P
S
1,975,459 $728,094,976 1999 Q1 13F Filing 2026-06-30 2026-08-13
V
VISA INC
Financial Services 1.31% 1.41% #26 4
Prev: #30
1.0
57,715 2.8%
P
S
2,122,570 $725,176,097 2008 Q1 13F Filing 2026-06-30 2026-08-13
MCK
MCKESSON CORP
Healthcare 1.30% 1.83% #27 7
Prev: #20
1.0
25,765 2.8%
P
S
957,886 $716,048,576 2022 Q3 13F Filing 2026-06-30 2026-08-13
VTR
VENTAS INC
Real Estate 1.27% #28
Prev: #—
4.0
7,824,883
NEW
7,824,883 $698,762,052 2026 Q2 13F Filing 2026-06-30 2026-08-13
CHRW
C H ROBINSON WO...
Industrials 1.23% 1.32% #29 2
Prev: #31
1.0
102,189 2.9%
P
S
3,683,725 $680,568,194 2024 Q3 13F Filing 2026-06-30 2026-08-13
RGA
REINSURANCE GRO...
Financial Services 1.17% 1.29% #30 2
Prev: #32
2.5
176,445 6.2%
P
S
3,007,065 $646,037,845 2007 Q4 13F Filing 2026-06-30 2026-08-13
WCN
WASTE CONNECTIO...
Industrials 1.15% 1.43% #31 3
Prev: #28
1.0
-81,138 -2.1%
P
S
3,794,258 $634,134,340 2022 Q2 13F Filing 2026-06-30 2026-08-13
AON
AON PLC
Financial Services 1.11% 1.44% #32 5
Prev: #27
0.9
-76,520 -3.9%
P
S
1,875,859 $614,475,273 2005 Q1 13F Filing 2026-06-30 2026-08-13
GE
GE AEROSPACE
Industrials 1.10% 1.43% #33 4
Prev: #29
0.4
-668,953 -29.2%
P
S
1,620,961 $605,769,336 1999 Q1 13F Filing 2026-06-30 2026-08-13
VRTX
VERTEX PHARMACE...
Healthcare 1.04% 1.13% #34 1
Prev: #35
0.9
30,753 2.7%
P
S
1,152,094 $575,643,767 2024 Q4 13F Filing 2026-06-30 2026-08-13
AJG
GALLAGHER ARTHU...
Financial Services 1.00% 1.16% #35 1
Prev: #34
0.9
63,049 2.7%
P
S
2,425,562 $550,893,700 2022 Q3 13F Filing 2026-06-30 2026-08-13
LPLA
LPL FINL HLDGS ...
Financial Services 0.88% 1.19% #36 3
Prev: #33
0.9
75,663 4.4%
P
S
1,810,058 $487,340,050 2022 Q2 13F Filing 2026-06-30 2026-08-13
GOOGL
ALPHABET INC
Communication Services 0.61% 0.00% #37 196
Prev: #233
3.2
943,401 24276.9%
P
S
947,287 $335,008,048 2015 Q4 13F Filing 2026-06-30 2026-08-13
GOOG
ALPHABET INC
Communication Services 0.61% #38
Prev: #—
3.7
952,310
NEW
952,310 $334,527,457 2008 Q1 13F Filing 2026-06-30 2026-08-13
UBS
UBS GROUP AG
Financial Services 0.55% 0.49% #39 1
Prev: #40
2.2
300,258 5.1%
P
S
6,150,458 $304,386,172 2023 Q2 13F Filing 2026-06-30 2026-08-13
NVS
NOVARTIS AG
Healthcare 0.54% 0.50% #40 1
Prev: #39
2.7
441,169 30.2%
P
S
1,904,349 $300,106,318 2009 Q2 13F Filing 2026-06-30 2026-08-13
MDLN
MEDLINE INC
Healthcare 0.53% 0.70% #41 5
Prev: #36
0.7
178,919 2.5%
P
S
7,397,650 $293,020,917 2025 Q4 13F Filing 2026-06-30 2026-08-13
HOOD
ROBINHOOD MKTS ...
Financial Services 0.51% 0.40% #42
Prev: #42
0.7
75,886 2.8%
P
S
2,784,462 $283,541,765 2025 Q1 13F Filing 2026-06-30 2026-08-13
FIX
COMFORT SYS USA...
Industrials 0.51% 0.34% #43 3
Prev: #46
2.7
28,225 24.2%
P
S
144,923 $282,410,001 2007 Q1 13F Filing 2026-06-30 2026-08-13
AZNCF
ASTRAZENECA PLC
Unknown 0.45% #44
Prev: #—
3.7
1,310,660
NEW
1,310,660 $248,756,059 2026 Q2 13F Filing 2026-06-30 2026-08-13
CNQ
CANADIAN NAT RE...
Energy 0.42% 0.58% #45 7
Prev: #38
2.2
730,300 14.3%
P
S
5,852,509 $230,062,131 2022 Q3 13F Filing 2026-06-30 2026-08-13
BKD
BROOKDALE SR LI...
Healthcare 0.42% 0.39% #46 3
Prev: #43
2.2
1,641,026 12.8%
P
S
14,453,030 $229,225,056 2026 Q1 13F Filing 2026-06-30 2026-08-13
AHR
AMERICAN HEALTH...
Real Estate 0.37% 0.37% #47 3
Prev: #44
2.1
541,403 15.8%
P
S
3,966,698 $206,268,296 2025 Q4 13F Filing 2026-06-30 2026-08-13
TPR
TAPESTRY INC
Consumer Cyclical 0.36% 0.35% #48 3
Prev: #45
2.6
233,379 20.6%
P
S
1,363,696 $199,863,286 2025 Q1 13F Filing 2026-06-30 2026-08-13
TRP
TC ENERGY CORP
Energy 0.34% #49
Prev: #—
3.6
2,759,365
NEW
2,759,365 $189,068,258 2026 Q2 13F Filing 2026-06-30 2026-08-13
NGG
NATIONAL GRID P...
Utilities 0.33% #50
Prev: #—
3.6
2,191,417
NEW
2,191,417 $183,553,088 2026 Q2 13F Filing 2026-06-30 2026-08-13
Showing 1-50 of 296 holdings

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