WCM Investment Management, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), WCM Investment Management, LLC reported 266 stock positions worth $55.2 billion. Its top holding was Seagate Technology (STX) at 9.3% of the portfolio, followed by Taiwan Semiconductor-SP ADR (TSM, 7.6%) and Sea Ltd.-ADR (SE, 5.7%). Compared with Q1 2026, it opened 33 new positions, sold out of 30, added to 104 and reduced 120. The biggest buy was Seagate Technology (STX, shares +22%) and the biggest sale Western Digital (WDC, shares −75%).

Most Recent 13F
Q2 2026
Location
LAGUNA BEACH, CA
CIK
0001061186
Portfolio Value
$55.2B (Q2 2026)
SEC Filing
0001062993-26-004287 ↗ filed Aug 13, 2026

Holdings Value

0$20.0B$40.0B$60.0B Q1 2024: $42.1B Q1 2024 Q2 2024: $42.3B Q2 2024 Q3 2024: $44.1B Q3 2024 Q4 2024: $42.5B Q4 2024 Q1 2025: $38.9B Q1 2025 Q2 2025: $43.8B Q2 2025 Q3 2025: $48.1B Q3 2025 Q4 2025: $48.6B Q4 2025 Q1 2026: $43.8B Q1 2026 Q2 2026: $55.2B $55.2B Q2 2026

Holdings 266 stocks · $55.2B
STX Seagate Technology Holdings 9.34% 5,320,463 $5.2B Add +22.4%
TSM Taiwan Semiconductor-SP ADR 7.64% 9,261,509 $4.2B Reduce -0.7%
SE Sea Ltd.-ADR 5.71% 33,881,192 $3.1B Add +0.4%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 4.95% 1,449,003 $2.7B Reduce -4.9%
PM Philip Morris International 3.42% 10,304,779 $1.9B Reduce -4.4%
APP AppLovin Corp. Class A 3.35% 3,709,328 $1.9B Reduce -25.8%
LIN Linde PLC 2.96% 3,191,132 $1.6B Reduce -1.4%
AMZN Amazon.com Inc. 2.80% 6,437,619 $1.5B Add +4.4%
GLW Corning Inc. 2.75% 5,932,726 $1.5B Reduce -26.8%
IBN Icici Bank Ltd.-Spon ADR 2.74% 51,506,124 $1.5B Reduce -1.4%
TEVA Teva Pharmaceutical-SP ADR 2.50% 41,315,232 $1.4B Add +1.2%
CP Canadian Pacific Kansas City 2.41% 15,281,812 $1.3B Reduce -5.0%
SPOT Spotify Technology SA 2.38% 2,840,477 $1.3B Add +17.6%
ACGL Arch Capital Group Ltd. 2.13% 11,973,574 $1.2B Reduce -5.0%
ILMN Illumina Inc. 2.04% 6,206,701 $1.1B Add +4.8%
WDC Western Digital Corp. 1.93% 1,632,121 $1.1B Reduce -75.1%
META Meta Platforms Inc. Class A 1.86% 1,821,072 $1.0B Add +8380.4%
FERG Ferguson Enterprises Inc. 1.81% 4,182,592 $998.0M Reduce -3.8%
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 1.77% 74,446,402 $977.5M Add +2.2%
CAH Cardinal Health Inc. 1.76% 4,112,461 $971.4M Add +2.6%
NVDA Nvidia Corp. 1.69% 4,767,428 $929.5M Add +2.1%
MDT Medtronic PLC 1.59% 10,826,014 $876.1M Reduce -3.9%
WELL Welltower Inc. 1.38% 3,346,803 $762.2M Add +2.8%
CTVA Corteva Inc. 1.35% 8,939,948 $745.3M Add +2.6%
MSFT Microsoft Corp. 1.32% 1,975,459 $728.1M Add +2.7%
V Visa Inc. Class A 1.31% 2,122,570 $725.2M Add +2.8%
MCK McKesson Corp. 1.30% 957,886 $716.0M Add +2.8%
VTR Ventas Inc. 1.27% 7,824,883 $698.8M New
CHRW C.H. Robinson Worldwide Inc. 1.23% 3,683,725 $680.6M Add +2.9%
RGA Reinsurance Group of America 1.17% 3,007,065 $646.0M Add +6.2%
WCN Waste Connections Inc. 1.15% 3,794,258 $634.1M Reduce -2.1%
AON Aon PLC Class A 1.11% 1,875,859 $614.5M Reduce -3.9%
GE General Electric filed as GE AEROSPACE 1.10% 1,620,961 $605.8M Reduce -29.2%
VRTX Vertex Pharmaceuticals Inc. 1.04% 1,152,094 $575.6M Add +2.7%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 1.00% 2,425,562 $550.9M Add +2.7%
LPLA LPL Financial Holdings Inc. 0.88% 1,810,058 $487.3M Add +4.4%
GOOGL Alphabet Inc. Class A 0.61% 947,287 $335.0M Add +24276.9%
GOOG Alphabet Inc. Class C 0.61% 952,310 $334.5M New
UBS UBS Group AG-Reg 0.55% 6,150,458 $304.4M Add +5.1%
NVS Novartis AG-Sponsored ADR 0.54% 1,904,349 $300.1M Add +30.1%
MDLN Medline Inc. Class A 0.53% 7,397,650 $293.0M Add +2.5%
HOOD Robinhood Markets Inc. Class A 0.51% 2,784,462 $283.5M Add +2.8%
FIX Comfort Systems USA Inc. 0.51% 144,923 $282.4M Add +24.2%
AZN Astrazeneca PLC 0.45% 1,310,660 $248.8M New
CNQ Canadian Natural Resources 0.42% 5,852,509 $230.1M Add +14.3%
BKD Brookdale Senior Living Inc. 0.42% 14,453,030 $229.2M Add +12.8%
AHR American Healthcare REIT Inc. 0.37% 3,966,698 $206.3M Add +15.8%
TPR Tapestry Inc. 0.36% 1,363,696 $199.9M Add +20.6%
TRP TC Energy Corp. 0.34% 2,759,365 $189.1M New
NGG National Grid PLC-SP ADR 0.33% 2,191,417 $183.6M New
NBIS Nebius Group NV 0.30% 633,765 $165.5M Add +6.4%
CRS Carpenter Technology 0.27% 249,050 $151.2M Reduce -47.9%
LYG Lloyds Banking Group PLC-ADR 0.27% 26,155,105 $150.4M Reduce -1.5%
BTI British American Tob-SP ADR 0.27% 2,329,421 $146.1M Reduce -1.4%
SN Sharkninja Inc. 0.25% 946,384 $138.5M Add +19.3%
FTI Technipfmc PLC 0.24% 2,002,988 $130.7M New
CLS Celestica Inc. 0.21% 332,862 $114.3M Add +25.7%
ACMR Acm Research Inc. Class A 0.20% 917,651 $109.1M Reduce -50.7%
BAP Credicorp Ltd. 0.19% 278,043 $107.0M Add +5.7%
SBS Cia Saneamento Basico DE-ADR filed as COMPANHIA DE SANEAMENTO BASI 0.17% 15,916,320 $92.5M Add +44.8%
SONY Sony Group Corp. - SP ADR 0.16% 4,329,142 $88.4M Add +122.0%
COMP Compass Inc. Class A 0.16% 7,287,246 $87.4M Add +21.2%
CX Cemex Sab-Spons ADR Part Cer 0.15% 6,765,283 $82.1M Add +17.8%
ACWI iShares MSCI Acwi ETF 0.12% 438,825 $68.4M Add +522.8%
BN Brookfield Corp. 0.12% 1,573,553 $66.3M Add +42.6%
BIDU Baidu Inc. - Spon ADR 0.12% 585,072 $65.6M Add +28.8%
SLB SLB Ltd. filed as SLB LIMITED 0.11% 1,353,584 $62.8M Add +43.6%
KSPI JSC Kaspi.kz ADR filed as KASPI KZ JSC 0.10% 656,410 $57.4M Add +14.9%
NVO Novo-Nordisk A/S-Spons ADR 0.10% 1,181,027 $57.1M Add +45.6%
BG Bunge Global SA 0.10% 481,775 $52.6M Add +47.7%
CCJ Cameco Corp. 0.09% 488,931 $50.6M Add +42.3%
CPNG Coupang Inc. 0.08% 2,604,060 $45.8M Add +34.4%
CB Chubb Ltd. 0.08% 133,255 $45.7M Add +43.3%
DPC DPC Holdings PLC 0.08% 800,000 $41.4M New
KB KB Financial Group Inc.-ADR filed as KB FINL GROUP INC 0.07% 396,115 $40.1M Add +57.7%
BABA Alibaba Group Holding-SP ADR 0.06% 350,234 $33.5M Add +40.2%
EVR Evercore Inc. Class A 0.06% 99,887 $33.4M Reduce -0.3%
AIT Applied Industrial Tech Inc. 0.06% 99,840 $33.4M Reduce -22.7%
GDS GDS Holdings Ltd. - ADR filed as GDS HLDGS LTD 0.06% 1,111,344 $32.6M Reduce -35.9%
AAON Aaon Inc. 0.06% 255,888 $32.2M Add +0.0%
PDD PDD Holdings Inc. 0.05% 395,381 $30.3M Add +15.7%
NOVT Novanta Inc. 0.05% 185,240 $29.2M Reduce -0.8%
AEIS Advanced Energy Industries 0.05% 82,512 $28.7M Reduce -16.4%
BZ Kanzhun Ltd. - ADR 0.05% 2,171,475 $28.2M Add +41.9%
GENI Genius Sports Ltd. 0.05% 4,374,308 $27.7M Add +49.9%
TXRH Texas Roadhouse Inc. 0.05% 136,902 $26.5M Add +0.4%
WSE Wise Group PLC Class A 0.05% 2,192,259 $26.5M New
SAIA Saia Inc. 0.05% 61,010 $26.0M Reduce -0.9%
UMBF Umb Financial Corp. 0.05% 182,176 $25.9M Add +2.1%
GH Guardant Health Inc. 0.05% 167,010 $25.7M Reduce -1.6%
WMS Advanced Drainage Systems Inc. 0.05% 165,114 $25.5M Add +44.9%
FPS Forgent Power Solutions Class A 0.04% 448,666 $24.7M Reduce -28.2%
HLN Haleon PLC-ADR 0.04% 2,623,246 $24.5M Add +52.1%
MRCY Mercury Systems Inc. 0.04% 219,320 $24.2M Reduce 0.0%
RRX Regal Rexnord Corp. 0.04% 109,690 $24.1M Reduce -0.4%
DCO Ducommun Inc. 0.04% 130,272 $24.0M Add +7.0%
EGP Eastgroup Properties Inc. 0.04% 112,762 $23.3M Reduce -0.3%
CHEF The Chefs' Warehouse Inc. 0.04% 235,895 $22.5M Reduce -29.7%
DCI Donaldson Co. Inc. 0.04% 252,585 $22.3M Add +31.0%
PAYP Paypay Corp. 0.04% 1,528,475 $22.3M Add +30.3%

Show all 266 holdings

Portfolio Sells Q1 2026 → Q2 2026
WDC Western Digital Corp. Reduce -75.1% 1.93% −1.84
SHOP Shopify Inc. Class A Reduce -99.9% 0.00% −1.70
APP AppLovin Corp. Class A Reduce -25.8% 3.35% −0.89
LIN Linde PLC Reduce -1.4% 2.96% −0.73
PM Philip Morris International Reduce -4.4% 3.42% −0.64
ACGL Arch Capital Group Ltd. Reduce -5.0% 2.13% −0.62
GDDY GoDaddy Inc. Class A Reduce -99.9% 0.00% −0.62
MDT Medtronic PLC Reduce -3.9% 1.59% −0.62
CP Canadian Pacific Kansas City Reduce -5.0% 2.41% −0.44
FERG Ferguson Enterprises Inc. Reduce -3.8% 1.81% −0.41
AON Aon PLC Class A Reduce -3.9% 1.11% −0.33
GE General Electric Reduce -29.2% 1.10% −0.33
SAP Sap SE-Sponsored ADR Sold out 0.00% −0.32
WCN Waste Connections Inc. Reduce -2.1% 1.15% −0.28
IBN Icici Bank Ltd.-Spon ADR Reduce -1.4% 2.74% −0.26
INTR Inter & Co. Inc. Class A Reduce -99.2% 0.00% −0.18
CRS Carpenter Technology Reduce -47.9% 0.27% −0.13
GDS GDS Holdings Ltd. - ADR Reduce -35.9% 0.06% −0.10
BTI British American Tob-SP ADR Reduce -1.4% 0.27% −0.05
INDA iShares MSCI India ETF Sold out 0.00% −0.04
BLD Topbuild Corp. Sold out 0.00% −0.04
SII Sprott Inc. Sold out 0.00% −0.04
PRIM Primoris Services Corp. Sold out 0.00% −0.04
ESI Element Solutions Inc. Reduce -85.1% 0.01% −0.04
HQY Healthequity Inc. Sold out 0.00% −0.04
PLNT Planet Fitness Inc. Class A Reduce -47.2% 0.01% −0.03
RH RH Sold out 0.00% −0.03
ADUS Addus Homecare Corp. Reduce -78.3% 0.01% −0.03
VRRM Verra Mobility Corp. Sold out 0.00% −0.03
PLUS Eplus Inc. Reduce -89.7% 0.00% −0.03
WTM White Mountains Insurance GP Reduce -80.0% 0.00% −0.03
ICUI Icu Medical Inc. Reduce -90.7% 0.00% −0.02
HLMN Hillman Solutions Corp. Reduce -89.7% 0.00% −0.02
MDA Mda Space Ltd. Reduce -70.8% 0.01% −0.02
YETI Yeti Holdings Inc. Sold out 0.00% −0.02
CGNX Cognex Corp. Reduce -81.5% 0.01% −0.02
PNTG The Pennant Group Inc. Reduce -89.5% 0.00% −0.02
IPAR Interparfums Inc. Sold out 0.00% −0.02
LYG Lloyds Banking Group PLC-ADR Reduce -1.5% 0.27% −0.02
KWR Quaker Chemical Corporation Reduce -89.7% 0.00% −0.02
VIST Vista Energy Sab DE CV Reduce -9.9% 0.03% −0.02
CWK Cushman & Wakefield Ltd. Reduce -89.7% 0.00% −0.02
ENSG The Ensign Group Inc. Reduce -3.1% 0.03% −0.02
SKWD Skyward Specialty Insurance Reduce -89.6% 0.00% −0.02
HAYW Hayward Holdings Inc. Reduce -81.5% 0.00% −0.02
ICFI Icf International Inc. Sold out 0.00% −0.02
ACIW Aci Worldwide Inc. Reduce -32.9% 0.03% −0.02
LSTR Landstar System Inc. Reduce -77.0% 0.01% −0.02
DORM Dorman Products Inc. Reduce -79.9% 0.00% −0.02
AIT Applied Industrial Tech Inc. Reduce -22.7% 0.06% −0.02

Portfolio Buys Q1 2026 → Q2 2026
STX Seagate Technology Holdings Add +22.4% 9.34% +5.75
META Meta Platforms Inc. Class A Add +8380.4% 1.86% +1.83
VTR Ventas Inc. New 1.27% +1.27
GOOG Alphabet Inc. Class C New 0.61% +0.61
GOOGL Alphabet Inc. Class A Add +24276.9% 0.61% +0.60
AZN Astrazeneca PLC New 0.45% +0.45
ILMN Illumina Inc. Add +4.8% 2.04% +0.40
TRP TC Energy Corp. New 0.34% +0.34
NGG National Grid PLC-SP ADR New 0.33% +0.33
FTI Technipfmc PLC New 0.24% +0.24
NBIS Nebius Group NV Add +6.4% 0.30% +0.17
FIX Comfort Systems USA Inc. Add +24.2% 0.51% +0.17
HOOD Robinhood Markets Inc. Class A Add +2.8% 0.51% +0.11
ACWI iShares MSCI Acwi ETF Add +522.8% 0.12% +0.10
DPC DPC Holdings PLC New 0.08% +0.08
SN Sharkninja Inc. Add +19.3% 0.25% +0.07
SONY Sony Group Corp. - SP ADR Add +122.0% 0.16% +0.07
COMP Compass Inc. Class A Add +21.2% 0.16% +0.06
UBS UBS Group AG-Reg Add +5.1% 0.55% +0.06
CLS Celestica Inc. Add +25.7% 0.21% +0.05
WSE Wise Group PLC Class A New 0.05% +0.05
NVS Novartis AG-Sponsored ADR Add +30.1% 0.54% +0.04
NVO Novo-Nordisk A/S-Spons ADR Add +45.6% 0.10% +0.04
SITM Sitime Corp. New 0.04% +0.04
KGS Kodiak Gas Services Inc. New 0.03% +0.03
AADX Applied Aerospace & Defense New 0.03% +0.03
SNX TD Synnex Corp. New 0.03% +0.03
SRAD Sportradar Group AG-A New 0.03% +0.03
BKD Brookdale Senior Living Inc. Add +12.8% 0.42% +0.02
BN Brookfield Corp. Add +42.6% 0.12% +0.02
GENI Genius Sports Ltd. Add +49.9% 0.05% +0.02
STM Stmicroelectronics NV-NY SHS New 0.02% +0.02
AWI Armstrong World Industries New 0.02% +0.02
SBS Cia Saneamento Basico DE-ADR Add +44.8% 0.17% +0.02
MOG.A Moog Inc. Class A New 0.02% +0.02
IONQ Ionq Inc. New 0.02% +0.02
MIR Mirion Technologies Inc. New 0.02% +0.02
VIK Viking Holdings Ltd. Add +155.1% 0.03% +0.02
KB KB Financial Group Inc.-ADR Add +57.7% 0.07% +0.02
PRAX Praxis Precision Medicines I New 0.02% +0.02
MXL Maxlinear Inc. New 0.02% +0.02
ONON On Holding AG Class A New 0.01% +0.01
CB Chubb Ltd. Add +43.3% 0.08% +0.01
TSEM Tower Semiconductor Ltd. Add +108.3% 0.02% +0.01
SNDK Sandisk Corp. Add +66.2% 0.02% +0.01
AAON Aaon Inc. Add +0.0% 0.06% +0.01
WMS Advanced Drainage Systems Inc. Add +44.9% 0.05% +0.01
AGX Argan Inc. Add +17.5% 0.04% +0.01
DOCN Digitalocean Holdings Inc. New 0.01% +0.01
PCVX Vaxcyte Inc. Add +116.2% 0.03% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 266$55.2BSTX, TSM, SE, ASML, PM
Q1 2026 263$43.8BTSM, SE, ASML, APP, PM
Q4 2025 241$48.6BSE, APP, TSM, ASML, PM
Q3 2025 228$48.1BSE, APP, TSM, SPOT, ASML
Q2 2025 219$43.8BSE, SPOT, TSM, PM, APP
Q1 2025 278$38.9BSE, SPOT, APP, IBN, TSM
Q4 2024Amended 288$42.5BSE, APP, TSM, SPOT, CP
Q3 2024 289$44.1BCP, SE, IBN, ICLR, TSM
Q2 2024 267$42.3BCP, ICLR, IBN, ASML, WCN
Q1 2024 247$42.1BCP, ICLR, TEAM, IBN, ASML