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 | TAIWAN SEMICONDUCTOR MANUFAC TSM | $4.21B | 7.64% | 9,261,509 | -66,083 | -0.71% | 6.74% | 2013-03-31 | $455 | ~$157 | +189.01% | |
| 3 | SEA LTD SE | $3.15B | 5.71% | 33,881,192 | +134,717 | +0.40% | 6.03% | 2024-06-30 | $93 | ~$89 | +4.32% | |
| 4 | ASML HLDG NV | $2.73B | 4.95% | 1,449,003 | -74,793 | -4.91% | 4.36% | 2013-03-31 | $1,883 | ~$306 | +514.57% | |
| 5 | PHILIP MORRIS INTL INC PM | $1.88B | 3.42% | 10,304,779 | -479,001 | -4.44% | 4.06% | 2013-03-31 | $183 | ~$168 | +8.95% | |
| 6 | APPLOVIN CORP APP | $1.85B | 3.35% | 3,709,328 | -1,292,272 | -25.84% | 4.25% | 2024-03-31 | $499 | ~$94 | +431.26% | |
| 7 | LINDE PLC | $1.63B | 2.96% | 3,191,132 | -43,852 | -1.36% | 3.69% | 2023-03-31 | $511 | ~$358 | +42.74% | |
| 8 | AMAZON COM INC AMZN | $1.55B | 2.80% | 6,437,619 | +270,963 | +4.39% | 2.83% | 2013-03-31 | $240 | ~$134 | +78.58% | |
| 9 | CORNING INC GLW | $1.52B | 2.75% | 5,932,726 | -2,174,143 | -26.82% | 2.38% | 2025-09-30 | $256 | ~$80 | +218.58% | |
| 10 | ICICI BANK LIMITED IBN | $1.51B | 2.74% | 51,506,124 | -735,772 | -1.41% | 3.00% | 2021-06-30 | $29 | ~$22 | +36.24% | |
| 11 | 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% | |
| 12 | CANADIAN PACIFIC KANSAS CITY CP | $1.33B | 2.41% | 15,281,812 | -802,508 | -4.99% | 2.85% | 2023-06-30 | $87 | ~$80 | +8.37% | |
| 13 | SPOTIFY TECHNOLOGY S A | $1.31B | 2.38% | 2,840,477 | +425,400 | +17.61% | 2.62% | 2024-06-30 | $462 | ~$342 | +35.21% | |
| 14 | ARCH CAP GROUP LTD | $1.17B | 2.13% | 11,973,574 | -628,838 | -4.99% | 2.75% | 2023-03-31 | $98 | ~$70 | +40.50% | |
| 15 | ILLUMINA INC ILMN | $1.12B | 2.04% | 6,206,701 | +283,528 | +4.79% | 1.63% | 2018-09-30 | $181 | ~$133 | +36.33% | |
| 16 | WESTERN DIGITAL CORP WDC | $1.06B | 1.93% | 1,632,121 | -4,929,689 | -75.13% | 3.77% | 2025-09-30 | $652 | ~$117 | +458.40% | |
| 17 | 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% | |
| 18 | FERGUSON ENTERPRISES INC FERG | $998.0M | 1.81% | 4,182,592 | -165,825 | -3.81% | 2.22% | 2024-09-30 | $239 | ~$200 | +19.31% | |
| 19 | NU HLDGS LTD | $977.5M | 1.77% | 74,446,402 | +1,609,207 | +2.21% | 2.25% | 2021-12-31 | $13 | ~$10 | +28.60% | |
| 20 | CARDINAL HEALTH INC CAH | $971.4M | 1.76% | 4,112,461 | +105,825 | +2.64% | 1.89% | 2025-12-31 | $236 | ~$208 | +13.80% | |
| 21 | NVIDIA CORPORATION NVDA | $929.5M | 1.69% | 4,767,428 | +98,334 | +2.11% | 1.76% | 2023-06-30 | $195 | ~$53 | +268.38% | |
| 22 | MEDTRONIC PLC | $876.1M | 1.59% | 10,826,014 | -439,700 | -3.90% | 2.20% | 2020-12-31 | $81 | ~$87 | -6.67% | |
| 23 | WELLTOWER INC WELL | $762.2M | 1.38% | 3,346,803 | +89,820 | +2.76% | 1.45% | 2025-06-30 | $228 | ~$182 | +25.38% | |
| 24 | CORTEVA INC CTVA | $745.3M | 1.35% | 8,939,948 | +227,330 | +2.61% | 1.65% | 2022-09-30 | $83 | ~$60 | +39.87% | |
| 25 | MICROSOFT CORP MSFT | $728.1M | 1.32% | 1,975,459 | +51,137 | +2.66% | 1.58% | 2022-03-31 | $369 | ~$310 | +19.03% | |
| 26 | VISA INC V | $725.2M | 1.31% | 2,122,570 | +57,715 | +2.80% | 1.41% | 2016-03-31 | $342 | ~$172 | +99.17% | |
| 27 | MCKESSON CORP MCK | $716.0M | 1.30% | 957,886 | +25,765 | +2.76% | 1.83% | 2022-09-30 | $748 | ~$368 | +103.19% | |
| 28 | VENTAS INC VTR | $698.8M | 1.27% | 7,824,883 | +7,824,883 | 2026-06-30 | $89 | ~$89 | +0.00% | |||
| 29 | 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% | |
| 30 | 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% |