Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
54
2026-06-30
$55.16B
Positions
266
2026-06-30
2026-03-31
2025-12-31
2025-09-30
2025-06-30
2025-03-31
2024-12-31
2024-09-30
2024-06-30
2024-03-31
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
2019-09-30
2019-06-30
2019-03-31
2018-12-31
2018-09-30
2018-06-30
2018-03-31
2017-12-31
2017-09-30
2017-06-30
2017-03-31
2016-12-31
2016-09-30
2016-06-30
2016-03-31
2015-12-31
2015-09-30
2015-06-30
2015-03-31
2014-12-31
2014-09-30
2014-06-30
2014-03-31
2013-12-31
2013-09-30
2013-06-30
2013-03-31
Price is the latest implied close from the selected quarter's 13F (value ÷ shares). Est. Cost is a running average that assumes each quarter's trades cleared near the midpoint of consecutive 13F closes (or yfinance VWAP when available). Most accurate for slow accumulators, least accurate for activists who build positions in a few days. PUT/CALL rows are option exposure and are marked separately.
| # | Issuer | Value ↓ | Weight | Shares | Share Δ | Share Δ % | Prev Weight | First Held | Price | Est. Cost | Unrealized % | Status |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SEAGATE TECHNOLOGY HLDNGS PL | $5.15B | 9.34% | 5,320,463 | +973,611 | +22.40% | 3.60% | 2025-09-30 | $969 | ~$309 | +213.45% | |
| 2 | SEA LTD SE | $3.15B | 5.71% | 33,881,192 | +134,717 | +0.40% | 6.03% | 2024-06-30 | $93 | ~$89 | +4.32% | |
| 3 | AMAZON COM INC AMZN | $1.55B | 2.80% | 6,437,619 | +270,963 | +4.39% | 2.83% | 2013-03-31 | $240 | ~$134 | +78.58% | |
| 4 | TEVA PHARMACEUTICAL INDS LTD TEVA | $1.38B | 2.49% | 41,315,232 | +494,632 | +1.21% | 2.64% | 2024-09-30 | $33 | ~$30 | +11.41% | |
| 5 | SPOTIFY TECHNOLOGY S A | $1.31B | 2.38% | 2,840,477 | +425,400 | +17.61% | 2.62% | 2024-06-30 | $462 | ~$342 | +35.21% | |
| 6 | ILLUMINA INC ILMN | $1.12B | 2.04% | 6,206,701 | +283,528 | +4.79% | 1.63% | 2018-09-30 | $181 | ~$133 | +36.33% | |
| 7 | META PLATFORMS INC META | $1.02B | 1.86% | 1,821,072 | +1,799,598 | +8380.36% | 0.03% | 2015-09-30 | $563 | ~$548 | +2.74% | |
| 8 | NU HLDGS LTD | $977.5M | 1.77% | 74,446,402 | +1,609,207 | +2.21% | 2.25% | 2021-12-31 | $13 | ~$10 | +28.60% | |
| 9 | CARDINAL HEALTH INC CAH | $971.4M | 1.76% | 4,112,461 | +105,825 | +2.64% | 1.89% | 2025-12-31 | $236 | ~$208 | +13.80% | |
| 10 | NVIDIA CORPORATION NVDA | $929.5M | 1.69% | 4,767,428 | +98,334 | +2.11% | 1.76% | 2023-06-30 | $195 | ~$53 | +268.38% | |
| 11 | WELLTOWER INC WELL | $762.2M | 1.38% | 3,346,803 | +89,820 | +2.76% | 1.45% | 2025-06-30 | $228 | ~$182 | +25.38% | |
| 12 | CORTEVA INC CTVA | $745.3M | 1.35% | 8,939,948 | +227,330 | +2.61% | 1.65% | 2022-09-30 | $83 | ~$60 | +39.87% | |
| 13 | MICROSOFT CORP MSFT | $728.1M | 1.32% | 1,975,459 | +51,137 | +2.66% | 1.58% | 2022-03-31 | $369 | ~$310 | +19.03% | |
| 14 | VISA INC V | $725.2M | 1.31% | 2,122,570 | +57,715 | +2.80% | 1.41% | 2016-03-31 | $342 | ~$172 | +99.17% | |
| 15 | MCKESSON CORP MCK | $716.0M | 1.30% | 957,886 | +25,765 | +2.76% | 1.83% | 2022-09-30 | $748 | ~$368 | +103.19% | |
| 16 | C H ROBINSON WORLDWIDE IN CHRW | $680.6M | 1.23% | 3,683,725 | +102,189 | +2.85% | 1.32% | 2024-09-30 | $185 | ~$179 | +3.05% | |
| 17 | REINSURANCE GROUP AMER INC RGA | $646.0M | 1.17% | 3,007,065 | +176,445 | +6.23% | 1.29% | 2024-06-30 | $215 | ~$209 | +2.76% | |
| 18 | VERTEX PHARMACEUTICALS INC VRTX | $575.6M | 1.04% | 1,152,094 | +30,753 | +2.74% | 1.13% | 2024-12-31 | $500 | ~$405 | +23.30% | |
| 19 | GALLAGHER ARTHUR J & CO AJG | $550.9M | 1.00% | 2,425,562 | +63,049 | +2.67% | 1.16% | 2022-09-30 | $227 | ~$183 | +24.34% | |
| 20 | LPL FINL HLDGS INC LPLA | $487.3M | 0.88% | 1,810,058 | +75,663 | +4.36% | 1.19% | 2022-06-30 | $269 | ~$208 | +29.72% | |
| 21 | ALPHABET INC GOOGL | $335.0M | 0.61% | 947,287 | +943,401 | +24276.92% | 0.00% | 2015-12-31 | $354 | ~$313 | +12.88% | |
| 22 | UBS GROUP AG | $304.4M | 0.55% | 6,150,458 | +300,258 | +5.13% | 0.49% | 2023-06-30 | $49 | ~$30 | +63.34% | |
| 23 | NOVARTIS AG NVS | $300.1M | 0.54% | 1,904,349 | +441,169 | +30.15% | 0.50% | 2026-03-31 | $158 | ~$155 | +1.83% | |
| 24 | MEDLINE INC MDLN | $293.0M | 0.53% | 7,397,650 | +178,919 | +2.48% | 0.70% | 2025-12-31 | $40 | ~$42 | -5.47% | |
| 25 | ROBINHOOD MKTS INC HOOD | $283.5M | 0.51% | 2,784,462 | +75,886 | +2.80% | 0.40% | 2025-03-31 | $102 | ~$63 | +62.90% | |
| 26 | COMFORT SYS USA INC FIX | $282.4M | 0.51% | 144,923 | +28,225 | +24.19% | 0.34% | 2024-06-30 | $1,949 | ~$852 | +128.74% | |
| 27 | CANADIAN NAT RES LTD MED TER CNQ | $230.1M | 0.42% | 5,852,509 | +730,300 | +14.26% | 0.58% | 2022-09-30 | $39 | ~$35 | +11.20% | |
| 28 | BROOKDALE SR LIVING INC BKD | $229.2M | 0.42% | 14,453,030 | +1,641,026 | +12.81% | 0.39% | 2026-03-31 | $16 | ~$14 | +11.24% | |
| 29 | AMERICAN HEALTHCARE REIT INC AHR | $206.3M | 0.37% | 3,966,698 | +541,403 | +15.81% | 0.37% | 2025-12-31 | $52 | ~$48 | +8.37% | |
| 30 | TAPESTRY INC TPR | $199.9M | 0.36% | 1,363,696 | +233,379 | +20.65% | 0.35% | 2025-03-31 | $147 | ~$103 | +42.72% |