WCM Investment Management portfolio
Investment firmPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 13, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
WCM Investment Management reported a $55.2 bn portfolio of 265 companies (266 positions, counting each share class separately) to the SEC as of the end of Q2 2026. Its largest positions are STX, TSM, SE. During the quarter it opened Ventas.
Sections with a free account
What changed this quarter
253 positions with a change (30 new, 97 added to, 96 trimmed, 30 sold); also, 3 entered through an IPO. 8 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Western Digital−75%fewer sharesReduced3.8% → 1.9%
- Meta Platforms+8,380%more sharesIncreasedunder 0.1% → 1.9%
- Seagate Technology Holdings+22%more sharesIncreased3.6% → 9.3%
- Shopify−99.8%fewer sharesReduced1.7% → under 0.1%
- Ventas+1.3 ppof portfolioNew— → 1.3%
- Alphabet+1.2 ppof portfolioIncreasedunder 0.1% → 1.2%
- AppLovin−26%fewer sharesReduced4.2% → 3.4%
- Corning−27%fewer sharesReduced2.4% → 2.8%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- Seagate Technology HoldingsSTX9.3%
- Taiwan Semiconductor ManufacturingTSM7.6%
- SeaSE5.7%
- ASML HoldingASML4.9%
- Philip Morris InternationalPM3.4%
- AppLovinAPP3.4%
- LindeLIN3.0%
- Amazon.comAMZN2.8%
- CorningGLW2.8%
- Icici BankIBN2.7%
- TEVA Pharmaceutical IndustriesTEVA2.5%
- Canadian Pacific Kansas CityCP2.4%
- Spotify TechnologySPOT2.4%
- Arch Capital GroupACGL2.1%
- IlluminaILMN2.0%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Information Technology 34%
- ● Health Care 13%
- ● Financials 12%
- ● Consumer Discretionary 10%
- ● Industrials 9%
- ● Communication Services 6%
- ● Materials 5%
- ● Consumer Staples 4%
- ● Real Estate 3%
- ● No sector 3%
- ● Energy 2%
How its portfolio changed (8 quarters)
Q2 2026: 266
Q2 2026: 46%
Q2 2026: 10.2%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
13F filings with amendments or confidential positions
- 13F Q4 2024 ↗filed Jan 28, 2025Amendment of Feb 11, 2025 (replaces the original) ↗
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Not counted as a concentrated manager: its portfolio is not within 5 to 100 positions. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
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Same type of filer and a 13F portfolio value between a third and three times this one. It is not a comparison of what they hold.
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