×

Subscribe Today

Get our free articles delivered directly to your email!

Continue reading

WCM INVESTMENT MANAGEMENT, LLC

AUM: $66.61 B
13-F Portfolio Value: $220.64 B
Last 13-F Filed: Q2 2026
Concentration in top 10: 45.66%
Filter by:
Quarter to View:
Stock Company % Portfolio Shares Held Market Value Change in Shares % Change Quarter End Price Source
STXSEAGATE TECHNOLOGY HLDNGS PL9.34%21,281,852$20,612,112,68816,935,000389.59%$968.5313F
TSMTAIWAN SEMICONDUCTOR MANUFAC7.64%37,046,036$16,859,651,68427,718,444297.17%$455.113F
SESEA LTD5.71%135,524,768$12,597,027,184101,778,293301.6%$92.9513F
ASMLASML HLDG NV4.95%5,796,012$10,914,531,7644,272,216280.37%$1883.1113F
PMPHILIP MORRIS INTL INC3.42%41,219,116$7,537,739,67230,435,336282.23%$182.8713F
APPAPPLOVIN CORP3.35%14,837,312$7,400,257,7369,835,712196.65%$498.7613F
LINLINDE PLC2.96%12,764,528$6,523,439,6249,529,544294.58%$511.0613F
AMZNAMAZON COM INC2.8%25,750,476$6,183,719,30819,583,820317.58%$240.1413F
GLWCORNING INC2.75%23,730,904$6,067,754,84415,624,035192.73%$255.6913F
IBNICICI BANK LIMITED2.74%206,024,496$6,048,879,248153,782,600294.37%$29.3613F
TEVATEVA PHARMACEUTICAL INDS LTD2.49%165,260,928$5,504,841,512124,440,328304.85%$33.3113F
CPCANADIAN PACIFIC KANSAS CITY2.41%61,127,248$5,312,569,13645,042,928280.04%$86.9113F
SPOTSPOTIFY TECHNOLOGY S A2.38%11,361,908$5,252,496,4488,946,831370.46%$462.2913F
ACGLARCH CAP GROUP LTD2.13%47,894,296$4,696,514,84835,291,884280.04%$98.0613F
ILMNILLUMINA INC2.04%24,826,804$4,496,134,20418,903,631319.15%$181.113F
METAMETA PLATFORMS INC1.86%7,284,288$4,098,140,4287,262,81433821.4%$562.613F
FERGFERGUSON ENTERPRISES INC1.81%16,730,368$3,992,032,73612,381,951284.75%$238.6113F
NUNU HLDGS LTD1.77%297,785,608$3,909,925,032224,948,413308.84%$13.1313F
CAHCARDINAL HEALTH INC1.76%16,449,844$3,885,782,14812,443,208310.56%$236.2213F
NVDANVIDIA CORPORATION1.69%19,069,712$3,718,021,74814,400,618308.42%$194.9713F
MDTMEDTRONIC PLC1.59%43,304,056$3,504,597,20832,038,342284.39%$80.9313F
WELLWELLTOWER INC1.38%13,387,212$3,048,669,78810,130,229311.03%$227.7313F
CTVACORTEVA INC1.35%35,759,792$2,981,293,99227,047,174310.44%$83.3713F
MSFTMICROSOFT CORP1.32%7,901,836$2,912,379,9045,977,514310.63%$368.5713F
VVISA INC1.31%8,490,280$2,900,704,3886,425,425311.18%$341.6513F
MCKMCKESSON CORP1.3%3,831,544$2,864,194,3042,899,423311.06%$747.5313F
CHRWC H ROBINSON WORLDWIDE IN1.23%14,734,900$2,722,272,77611,153,364311.41%$184.7513F
RGAREINSURANCE GROUP AMER INC1.17%12,028,260$2,584,151,3809,197,640324.93%$214.8413F
WCNWASTE CONNECTIONS INC1.15%15,177,032$2,536,537,36011,301,636291.63%$167.1313F
AONAON PLC1.11%7,503,436$2,457,901,0925,551,057284.32%$327.5713F
GEGE AEROSPACE1.1%6,483,844$2,423,077,3444,193,930183.15%$373.7113F
VRTXVERTEX PHARMACEUTICALS INC1.04%4,608,376$2,302,575,0683,487,035310.97%$499.6513F
AJGGALLAGHER ARTHUR J & CO1%9,702,248$2,203,574,8007,339,735310.67%$227.1213F
LPLALPL FINL HLDGS INC0.88%7,240,232$1,949,360,2005,505,837317.45%$269.2413F
GOOGLALPHABET INC0.61%3,789,148$1,340,032,1923,785,26297407.7%$353.6513F
UBSUBS GROUP AG0.55%24,601,832$1,217,544,68818,751,632320.53%$49.4913F
NVSNOVARTIS AG0.54%7,617,396$1,200,425,2726,154,216420.61%$157.5913F
MDLNMEDLINE INC0.53%29,590,600$1,172,083,66822,371,869309.91%$39.6113F
FIXCOMFORT SYS USA INC0.51%579,692$1,129,640,004462,994396.75%$1948.6913F
HOODROBINHOOD MKTS INC0.51%11,137,848$1,134,167,0608,429,272311.21%$101.8313F
BKDBROOKDALE SR LIVING INC0.42%57,812,120$916,900,22445,000,116351.23%$15.8613F
CNQCANADIAN NAT RES LTD MED TER0.42%23,410,036$920,248,52418,287,827357.03%$39.3113F
AHRAMERICAN HEALTHCARE REIT INC0.37%15,866,792$825,073,18412,441,497363.22%$5213F
TPRTAPESTRY INC0.36%5,454,784$799,453,1444,324,467382.59%$146.5613F
NBISNEBIUS GROUP N.V.0.3%2,535,060$662,030,9201,939,220325.46%$261.1513F
CRSCARPENTER TECHNOLOGY CORP0.27%996,200$604,723,288517,886108.27%$607.0313F
LYGLLOYDS BANKING GROUP PLC0.27%104,620,420$601,567,42478,072,186294.08%$5.7513F
BTIBRITISH AMERN TOB PLC0.26%9,317,684$584,591,3846,954,866294.35%$62.7413F
SNSHARKNINJA INC0.25%3,785,536$554,126,7602,992,473377.33%$146.3813F
CLSCELESTICA INC0.21%1,331,448$457,019,5281,066,611402.74%$343.2513F
ACMRACM RESH INC0.2%3,670,604$436,361,4041,809,73097.25%$118.8813F
BAPCREDICORP LTD0.19%1,112,172$427,897,056849,204322.93%$384.7413F
SBSCOMPANHIA DE SANEAMENTO BASI0.17%63,665,280$369,895,28861,466,2932795.21%$5.8113F
COMPCOMPASS INC0.16%29,148,984$349,787,80823,134,611384.66%$1213F
SONYSONY GROUP CORP0.16%17,316,568$353,777,48415,366,976788.21%$20.4313F
CXCEMEX SA EURO MTN BE 144A0.15%27,061,132$328,522,14421,319,366371.3%$12.1413F
BIDUBAIDU INC0.12%2,340,288$262,533,5081,885,993415.15%$112.1813F
BNBROOKFIELD CORP0.12%6,294,212$265,238,0925,190,395470.22%$42.1413F
ACWIISHARES TR0.12%1,755,300$273,510,8481,684,8382391.13%$155.8213F
SLBSLB LIMITED0.11%5,414,336$251,116,9044,471,472474.24%$46.3813F
KSPIKASPI KZ JSC0.1%2,625,640$229,559,7042,054,228359.5%$87.4313F
NVONOVO-NORDISK A S0.1%4,724,108$228,363,3803,913,111482.51%$48.3413F
BGBUNGE GLOBAL SA0.1%1,927,100$210,246,6081,600,884490.74%$109.113F
CCJCAMECO CORP0.09%1,955,724$202,358,7641,612,068469.09%$103.4713F
CPNGCOUPANG INC0.08%10,416,240$183,117,5008,478,039437.42%$17.5813F
CBCHUBB LIMITED0.08%533,020$182,980,436440,010473.08%$343.2913F
KBKB FINL GROUP INC0.07%1,584,460$160,505,8001,333,263530.76%$101.313F
AAONAAON INC0.06%1,023,552$128,670,720767,766300.16%$125.7113F
BABAALIBABA GROUP HLDG LTD0.06%1,400,936$133,803,3961,151,200460.97%$95.5113F
AITAPPLIED INDL TECHNOLOGIES IN0.06%399,360$133,450,136270,258209.34%$334.1613F
EVREVERCORE INC0.06%399,548$133,732,712299,400298.96%$334.7113F
GDSGDS HLDGS LTD0.06%4,445,376$130,382,8802,711,439156.37%$29.3313F
WMSADVANCED DRAIN SYS INC DEL0.05%660,456$102,027,244546,519479.67%$154.4813F
AEISADVANCED ENERGY INDS0.05%330,048$114,906,212231,356234.42%$348.1513F
GHGUARDANT HEALTH INC0.05%668,040$102,704,468498,309293.59%$153.7413F
BZKANZHUN LIMITED0.05%8,685,900$112,656,1247,156,059467.76%$12.9713F
NOVTNOVANTA INC0.05%740,960$116,882,736554,128296.59%$157.7513F
PDDPDD HOLDINGS INC0.05%1,581,524$121,049,8481,239,709362.68%$76.5413F
SAIASAIA INC0.05%244,040$103,890,268182,474296.39%$425.7113F
TXRHTEXAS ROADHOUSE INC0.05%547,608$106,148,336411,221301.51%$193.8413F
UMBFUMB FINL CORP0.05%728,704$103,461,392550,240308.32%$141.9813F
GENIGENIUS SPORTS LIMITED0.05%17,497,232$110,932,45214,579,795499.75%$6.3413F
BOOTBOOT BARN HLDGS INC0.04%532,320$87,593,256399,308300.2%$164.5513F
CHEFCHEFS WHSE INC0.04%943,580$89,913,740608,102181.26%$95.2913F
DCIDONALDSON INC0.04%1,010,340$89,314,056817,518423.98%$88.413F
DCODUCOMMUN INC DEL0.04%521,088$96,099,048399,319327.93%$184.4213F
DYDYCOM INDS INC0.04%161,284$81,738,732119,716288%$506.813F
EGPEASTGROUP PPTYS INC0.04%451,048$93,366,936337,932298.75%$20713F
FPSFORGENT POWER SOLUTIONS INC0.04%1,794,664$98,688,5721,169,586187.11%$54.9913F
HLNHALEON PLC0.04%10,492,984$97,899,5408,767,925508.27%$9.3313F
MLCOMELCO RESORTS AND ENTMNT LTD0.04%14,868,964$79,995,02810,974,230281.77%$5.3813F
MRCYMERCURY SYS INC0.04%877,280$96,693,800657,956299.99%$110.2213F
PAYPPAYPAY CORP0.04%6,113,900$89,018,3844,940,717421.14%$14.5613F
PFGCPERFORMANCE FOOD GROUP CO0.04%758,608$85,457,192569,924302.05%$112.6513F
RRXREGAL REXNORD CORPORATION0.04%438,760$96,474,548328,583298.23%$219.8813F
AGXARGAN INC0.04%108,140$85,599,30085,124369.85%$791.5613F
THCTENET HEALTHCARE CORP0.04%438,796$82,129,448344,067363.21%$187.1713F
ACIWACI WORLDWIDE INC0.03%1,386,372$68,639,276870,030168.5%$49.5113F
AGYSAGILYSYS INC0.03%567,188$58,647,240425,033298.99%$103.413F
AVNTAVIENT CORPORATION0.03%1,680,004$61,891,3481,255,454295.71%$36.8413F
AXGNAXOGEN INC0.03%1,348,396$60,300,268788,866140.99%$44.7213F
AXSMAXSOME THERAPEUTICS INC.0.03%302,852$73,023,676195,035180.89%$241.1213F
TECHBIO-TECHNE CORP0.03%791,732$56,133,800593,188298.77%$70.913F
ENSGENSIGN GROUP INC0.03%416,008$65,808,304308,650287.5%$158.1913F
FDXFEDEX CORP0.03%200,524$65,250,508148,991289.12%$325.413F
HIIHUNTINGTON INGALLS INDS INC0.03%212,608$58,975,332168,468381.67%$277.3913F
IBPINSTALLED BLDG PRODS INC0.03%282,256$64,168,080216,754330.91%$227.3413F
KYMRKYMERA THERAPEUTICS INC0.03%607,240$66,383,476454,859298.5%$109.3213F
LGNDLIGAND PHARMACEUTICALS INC0.03%178,280$55,987,052133,622299.21%$314.0413F
LLYELI LILLY & CO0.03%59,528$73,215,27244,216288.77%$1229.9313F
PRIPRIMERICA INC0.03%245,488$70,467,332183,477295.88%$287.0513F
RDNTRADNET INC0.03%1,013,792$60,097,588756,414293.89%$59.2813F
RMBSRAMBUS INC DEL0.03%523,944$64,916,660358,926217.51%$123.913F
STRLSTERLING INFRASTRUCTURE INC0.03%91,808$74,710,59668,648296.41%$813.7713F
PCVXVAXCYTE INC0.03%974,008$56,219,740861,377764.78%$57.7213F
VISTVISTA ENERGY S.A.B. DE C.V.0.03%1,021,948$65,639,720738,322260.32%$64.2313F
WINGWINGSTOP INC0.03%374,604$61,985,724281,102300.64%$165.4713F
FNFABRINET0.03%114,020$60,228,78486,600315.83%$528.2313F
VIKVIKING HOLDINGS LTD0.03%544,548$57,150,312491,185920.46%$104.9513F
APGEAPOGEE THERAPEUTICS INC0.02%303,896$40,299,648227,866299.71%$132.6113F
ARWRARROWHEAD PHARMACEUTICALS IN0.02%684,928$55,136,704513,353299.2%$80.513F
ATRCATRICURE INC0.02%1,404,324$40,304,1001,044,563290.35%$28.713F
BBIOBRIDGEBIO PHARMA INC0.02%660,532$47,564,908492,549293.21%$72.0113F
UUUUENERGY FUELS INC0.02%2,329,660$33,989,7401,746,815299.7%$14.5913F
GKOSGLAUKOS CORP0.02%373,068$53,046,540279,641299.31%$142.1913F
GMEDGLOBUS MED INC0.02%641,216$53,823,672438,071215.64%$83.9413F
IRTCIRHYTHM HOLDINGS INC0.02%428,000$50,683,760319,922296.01%$118.4213F
EFAISHARES TR0.02%445,844$46,122,560347,629353.95%$103.4513F
KLACKLA CORP0.02%183,828$51,175,876178,9163642.43%$278.3913F
KTOSKRATOS DEFENSE & SEC SOLUTIO0.02%883,752$41,492,156661,883298.32%$46.9513F
MDGLMADRIGAL PHARMACEUTICALS INC0.02%91,940$48,478,12468,380290.24%$527.2813F
MFGMIZUHO FINANCIAL GROUP INC0.02%4,398,656$42,051,1523,479,448378.53%$9.5613F
NXTNEXTPOWER INC0.02%380,108$42,062,752286,186304.71%$110.6613F
OMCLOMNICELL COM0.02%1,204,536$49,289,612902,125298.31%$40.9213F
RTORENTOKIL INITIAL PLC0.02%1,302,736$37,492,7441,026,520371.64%$28.7813F
RVMDREVOLUTION MEDICINES INC0.02%232,296$44,744,856127,307121.26%$192.6213F
RYTMRHYTHM PHARMACEUTICALS INC0.02%322,208$35,455,768241,588299.66%$110.0413F
SNDKSANDISK CORP0.02%17,720$36,332,91215,055564.92%$2050.3913F
SMTCSEMTECH CORP0.02%264,488$41,297,15677,64441.56%$156.1413F
TTANSERVICETITAN INC0.02%698,764$49,053,232522,333296.06%$70.213F
SITESITEONE LANDSCAPE SUPPLY INC0.02%434,320$49,842,564315,238264.72%$114.7613F
WPMWHEATON PRECIOUS METALS CORP0.02%424,088$47,044,080374,590756.78%$110.9313F
TSEMTOWER SEMICONDUCTOR LTD0.02%180,912$46,239,300159,202733.31%$255.5913F
EWBCEAST WEST BANCORP INC0.01%171,284$22,111,052128,463300%$129.0913F
FLYFIREFLY AEROSPACE INC0.01%797,200$23,158,656456,470133.97%$29.0513F
IDYAIDEAYA BIOSCIENCES INC0.01%695,140$25,407,368513,547282.8%$36.5513F
KRMNKARMAN HLDGS INC0.01%580,928$27,361,708435,217298.69%$47.113F
MDAMDA SPACE LTD0.01%773,060$29,420,088111,34016.83%$38.0613F
PTCTPTC THERAPEUTICS INC0.01%375,196$30,604,736280,509296.25%$81.5713F
PVLAPALVELLA THERAPEUTICS INC NE0.01%160,560$24,861,112120,596301.76%$154.8413F
PLNTPLANET FITNESS MASTER ISSUER0.01%560,224$28,896,352295,090111.3%$51.5813F
ASAMER SPORTS INC0.01%938,480$31,251,384801,160583.43%$33.313F
GRABGRAB HOLDINGS LIMITED0.01%8,660,252$32,389,3447,638,006747.18%$3.7413F
EMBJEMBRAER S.A.0.00971%344,556$21,414,156292,219558.34%$62.1513F
MTZMASTEC INC0.00903%46,444$19,928,65636,868385%$429.0913F
BWXTBWX TECHNOLOGIES INC0.0084%97,936$18,534,38880,421459.16%$189.2513F
RBRKRUBRIK INC.0.00614%177,072$13,549,548135,773328.76%$76.5213F
QXOQXO INC0.00609%754,276$13,441,200645,785595.24%$17.8213F
RKLBROCKET LAB CORP0.00559%125,792$12,328,87294,294299.37%$98.0113F
UECURANIUM ENERGY CORP0.00557%1,134,808$12,289,972838,554283.05%$10.8313F
TDYTELEDYNE TECHNOLOGIES INC0.00544%18,708$11,995,94413,826283.2%$641.2213F
TTWOTAKE-TWO INTERACTIVE SOFTWAR0.00533%47,620$11,769,28437,774383.65%$247.1513F
CWCURTISS WRIGHT CORP0.00531%15,884$11,712,70412,607384.71%$737.3913F
CUBECUBESMART0.00522%283,084$11,521,520212,313300%$40.713F
MKSIMKS INC.0.00466%24,696$10,273,53612,576103.76%$41613F
LOBLIVE OAK BANCSHARES INC0.00412%221,476$9,084,94467,94244.25%$41.0213F
CHDNCHURCHILL DOWNS INC0.00389%94,572$8,593,75670,929300%$90.8713F
ITRIITRON INC0.00384%101,256$8,477,15214,08116.15%$83.7213F
CASHPATHWARD FINANCIAL INC0.00367%93,664$8,094,44431,20149.95%$86.4213F
INSMINSMED INC0.00361%76,132$7,974,06460,425384.7%$104.7413F
KAIKADANT INC0.00353%24,792$7,778,9841,7077.39%$313.7713F
ENTGENTEGRIS INC0.00347%44,712$7,647,54025,052127.43%$171.0413F
EVOEVOTEC AG0.00341%2,687,536$7,525,1002,060,276328.46%$2.813F
TOSTTOAST INC0.00339%265,760$7,483,800210,701382.68%$28.1613F
REXRREXFORD INDL RLTY INC0.00338%218,040$7,456,968163,530300%$34.213F
APGAPI GROUP CORP0.00305%163,992$6,725,31292,398129.06%$41.0113F
JLLJONES LANG LASALLE INC0.00291%20,536$6,429,41211,896137.69%$313.0813F
GWREGUIDEWIRE SOFTWARE INC0.00255%46,480$5,618,03636,896384.97%$120.8713F
JBTMJBT MAREL CORPORATION0.00244%38,080$5,379,56031,586486.39%$141.2713F
BMRNBIOMARIN PHARMACEUTICAL INC0.0024%91,720$5,289,49272,890387.1%$57.6713F
WSOWATSCO INC0.00237%12,736$5,229,4008,386192.78%$410.613F
RLIRLI CORP0.00227%85,704$5,005,11256,442192.88%$58.413F
AVYAVERY DENNISON CORP0.00219%29,560$4,827,74019,561195.63%$163.3213F
MANHMANHATTAN ASSOCIATES INC0.00218%34,824$4,809,19627,314363.7%$138.113F
FIGFIGMA INC0.00208%240,000$4,579,200180,000300%$19.0813F
JKHYHENRY JACK & ASSOC INC0.00203%32,796$4,484,19626,423414.61%$136.7313F
MASMASCO CORP0.00202%55,292$4,451,00832,944147.41%$80.513F
CACICACI INTL INC0.00197%9,528$4,354,6768,613941.31%$457.0413F
TYLTYLER TECHNOLOGIES INC0.00192%14,560$4,233,32011,548383.4%$290.7513F
ZBRAZEBRA TECHNOLOGIES CORPORATI0.00186%16,084$4,114,44810,482187.11%$255.8113F
DLBDOLBY LABORATORIES INC0.00183%77,360$4,032,00465,073529.61%$52.1213F
HUBSHUBSPOT INC0.0018%21,476$3,961,67617,001379.91%$184.4713F
MOHMOLINA HEALTHCARE INC0.00178%17,152$3,937,07210,305150.5%$229.5413F
TTEKTETRA TECH INC NEW0.00178%135,656$3,917,74486,991178.75%$28.8813F
ACMAECOM0.00156%49,460$3,450,82441,253502.66%$69.7713F
IBKRINTERACTIVE BROKERS GROUP IN0.00149%37,360$3,295,15228,402317.06%$88.213F
BROBROWN & BROWN INC0.00133%45,952$2,939,08824,391113.13%$63.9613F
VLOVALERO ENERGY CORP0.00127%10,536$2,805,9487,987313.34%$266.3213F
EBAYEBAY INC.0.00116%23,112$2,560,80817,587318.32%$110.813F
MELIMERCADOLIBRE INC0.00079%1,040$1,750,456770285.19%$1683.1313F
JANJANUS LIVING INC0.0007%53,448$1,539,30437,948244.83%$28.813F
APHAMPHENOL CORP0.0006%7,952$1,323,3725,964300%$166.4213F
BKRBAKER HUGHES COMPANY0.0004%15,492$872,35611,619300%$56.3113F
HGTYHAGERTY INC0.00021%40,092$471,48030,069300%$11.7613F
KSAISHARES TR0.00004%2,480$92,7521,860300%$37.413F