WCM Investment Management: 13F holdings, Q2 2026
Quality compounder · SEC EDGAR filings (CIK 0001061186) · Explore on the interactive board
WCM Investment Management disclosed 266 US equity positions worth $74.0bn in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 13, 2026). Its largest position is TSM at 11.4% of the reported book, followed by SE, STX. The top ten holdings are 51.9% of the book, and the portfolio behaves like about 25 equal-weight positions. Versus the prior filing it opened 33 new positions, added to 99, reduced 102 and exited 25.
$74.0bnreported US equity book
266positions
11.4%largest position
51.9%top 10 weight
24.77effective positions (1/HHI)
110quarters on file since Q2 1999
What does WCM Investment Management own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 33 new, 99 added, 102 reduced, 25 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 11.4% | $8.4bn | 9,261,509 | -1% | reduced |
| 2 | SE SEA LTD | Consumer Cyclical | 8.5% | $6.3bn | 33,881,192 | 0% | held |
| 3 | STX SEAGATE TECHNOLOGY HLDNGS PL | Technology | 7.0% | $5.2bn | 5,320,463 | 22% | added |
| 4 | APP APPLOVIN CORP | Communication Services | 5.0% | $3.7bn | 3,709,328 | -26% | reduced |
| 5 | IBN ICICI BANK LIMITED | Financial Services | 4.1% | $3.0bn | 51,506,124 | -1% | reduced |
| 6 | ASML ASML HLDG NV | Technology | 3.7% | $2.7bn | 1,449,003 | -5% | reduced |
| 7 | TEVA TEVA PHARMACEUTICAL INDS LTD | Healthcare | 3.6% | $2.6bn | 41,315,232 | 1% | added |
| 8 | ARCH CAP GROUP LTD | 3.2% | $2.3bn | 11,973,574 | -5% | reduced | |
| 9 | WDC WESTERN DIGITAL CORP | Technology | 2.9% | $2.1bn | 1,632,121 | -75% | reduced |
| 10 | NU NU HLDGS LTD | Financial Services | 2.6% | $2.0bn | 74,446,402 | 2% | added |
| 11 | PM PHILIP MORRIS INTL INC | Consumer Defensive | 2.5% | $1.9bn | 10,304,779 | -4% | reduced |
| 12 | LIN LINDE PLC | Basic Materials | 2.2% | $1.6bn | 3,191,132 | -1% | reduced |
| 13 | AMZN AMAZON COM INC | Consumer Cyclical | 2.1% | $1.5bn | 6,437,619 | 4% | added |
| 14 | GLW CORNING INC | Technology | 2.1% | $1.5bn | 5,932,726 | -27% | reduced |
| 15 | MCK MCKESSON CORP | Healthcare | 1.9% | $1.4bn | 957,886 | 3% | added |
| 16 | CP CANADIAN PACIFIC KANSAS CITY | Industrials | 1.8% | $1.3bn | 15,281,812 | -5% | reduced |
| 17 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 1.8% | $1.3bn | 2,840,477 | 18% | added |
| 18 | RGA REINSURANCE GROUP AMER INC | Financial Services | 1.7% | $1.3bn | 3,007,065 | 6% | added |
| 19 | GE GE AEROSPACE | Industrials | 1.6% | $1.2bn | 1,620,961 | -29% | reduced |
| 20 | ILMN ILLUMINA INC | Healthcare | 1.5% | $1.1bn | 6,206,701 | 5% | added |
| 21 | META META PLATFORMS INC | Communication Services | 1.4% | $1.0bn | 1,821,072 | 8380% | added |
| 22 | FERG FERGUSON ENTERPRISES INC | Industrials | 1.3% | $998.0m | 4,182,592 | -4% | reduced |
| 23 | CAH CARDINAL HEALTH INC | Healthcare | 1.3% | $971.4m | 4,112,461 | 3% | added |
| 24 | NVDA NVIDIA CORPORATION | Technology | 1.3% | $929.5m | 4,767,428 | 2% | added |
| 25 | MDT MEDTRONIC PLC | Healthcare | 1.2% | $876.1m | 10,826,014 | -4% | reduced |
| 26 | WELL WELLTOWER INC | Real Estate | 1.0% | $762.2m | 3,346,803 | 3% | added |
| 27 | CTVA CORTEVA INC | Basic Materials | 1.0% | $745.3m | 8,939,948 | 3% | added |
| 28 | MSFT MICROSOFT CORP | Technology | 1.0% | $728.1m | 1,975,459 | 3% | added |
| 29 | V VISA INC | Financial Services | 1.0% | $725.2m | 2,122,570 | 3% | added |
| 30 | VTR VENTAS INC | Real Estate | 0.9% | $698.8m | 7,824,883 | – | new |
| 31 | CHRW C H ROBINSON WORLDWIDE IN | Industrials | 0.9% | $680.6m | 3,683,725 | 3% | added |
| 32 | GOOGL ALPHABET INC | Communication Services | 0.9% | $669.9m | 947,287 | 24277% | added |
| 33 | WCN WASTE CONNECTIONS INC | Industrials | 0.9% | $634.1m | 3,794,258 | -2% | reduced |
| 34 | AON AON PLC | Financial Services | 0.8% | $614.5m | 1,875,859 | -4% | reduced |
| 35 | VRTX VERTEX PHARMACEUTICALS INC | Healthcare | 0.8% | $575.6m | 1,152,094 | 3% | added |
| 36 | AJG GALLAGHER ARTHUR J & CO | Financial Services | 0.7% | $550.9m | 2,425,562 | 3% | added |
| 37 | UBS UBS GROUP AG | Financial Services | 0.7% | $543.1m | 6,150,458 | 5% | added |
| 38 | LPLA LPL FINL HLDGS INC | Financial Services | 0.7% | $487.3m | 1,810,058 | 4% | added |
| 39 | BKD BROOKDALE SR LIVING INC | Healthcare | 0.6% | $458.4m | 14,453,030 | 13% | added |
| 40 | TPR TAPESTRY INC | Consumer Cyclical | 0.5% | $399.7m | 1,363,696 | 21% | added |
| 41 | CNQ CANADIAN NAT RES LTD MED TER | Energy | 0.5% | $394.2m | 5,852,509 | 14% | added |
| 42 | GOOG ALPHABET INC | Communication Services | 0.5% | $334.5m | 952,310 | – | new |
| 43 | NVS NOVARTIS AG | Healthcare | 0.4% | $300.1m | 1,904,349 | 30% | added |
| 44 | MDLN MEDLINE INC | Healthcare | 0.4% | $293.0m | 7,397,650 | 2% | added |
| 45 | HOOD ROBINHOOD MKTS INC | Financial Services | 0.4% | $283.5m | 2,784,462 | 3% | added |
| 46 | FIX COMFORT SYS USA INC | Industrials | 0.4% | $282.4m | 144,923 | 24% | added |
| 47 | AZN ASTRAZENECA PLC | 0.3% | $248.8m | 1,310,660 | – | new | |
| 48 | ACMR ACM RESH INC | Technology | 0.3% | $216.1m | 917,651 | -51% | reduced |
| 49 | BAP CREDICORP LTD | Financial Services | 0.3% | $212.4m | 278,043 | 6% | added |
| 50 | AHR AMERICAN HEALTHCARE REIT INC | Real Estate | 0.3% | $206.3m | 3,966,698 | 16% | added |
What did WCM Investment Management sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| SAP SAP SE | 45.5% | $140.3m |
| INDA ISHARES TR | 6.1% | $18.7m |
| BLD* TOPBUILD COR | 5.8% | $17.7m |
| SII SPROTT INC | 5.5% | $17.1m |
| PRIM PRIMORIS SVCS CORP | 5.4% | $16.7m |
| HQY HEALTHEQUITY INC | 5.1% | $15.8m |
| RH RH | 4.1% | $12.7m |
| VRRM VERRA MOBILITY CORP | 3.9% | $12.1m |
| YETI YETI HLDGS INC | 3.0% | $9.1m |
| IPAR INTERPARFUMS INC | 2.8% | $8.8m |
| ICFI ICF INTL INC | 2.4% | $7.3m |
| NSIT INSIGHT ENTERPRISES INC | 2.0% | $6.1m |
| CSW CSW INDUSTRIALS INC | 1.9% | $5.7m |
| CRDO CREDO TECHNOLOGY GROUP HOLDI | 1.8% | $5.6m |
| CBZ CBIZ INC | 1.6% | $5.0m |
| GGG GRACO INC | 0.5% | $1.6m |
| FTAI AVIATION LTD | 0.5% | $1.6m |
| NTRA NATERA INC | 0.4% | $1.2m |
| PTC PTC INC | 0.4% | $1.1m |
| MKL MARKEL GROUP INC | 0.2% | $607.4k |
| IEX IDEX CORP | 0.2% | $511.8k |
| CDW CDW CORP | 0.1% | $410.0k |
| EWY ISHARES INC | 0.1% | $404.1k |
| CBRE CBRE GROUP INC | 0.1% | $375.6k |
| FUTU FUTU HLDGS LTD | 0.1% | $369.9k |
Sector mix
| Sector | Weight |
|---|---|
| Technology | 30.2% |
| Financial Services | 13.7% |
| Healthcare | 12.4% |
| Consumer Cyclical | 11.7% |
| Communication Services | 10.0% |
| Industrials | 7.8% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
| Quarter | Positions | Equity value |
|---|---|---|
| Q2 2026 | 313 | $74.0bn |
| Q1 2026 | 291 | $50.6bn |
| Q4 2025 | 241 | $48.6bn |
| Q3 2025 | 228 | $48.1bn |
| Q2 2025 | 219 | $43.8bn |
| Q1 2025 | 278 | $38.9bn |
| Q4 2024 | 288 | $42.5bn |
| Q3 2024 | 289 | $44.1bn |
| Q2 2024 | 267 | $42.3bn |
| Q1 2024 | 247 | $42.1bn |
| Q4 2023 | 250 | $36.2bn |
| Q3 2023 | 208 | $34.1bn |
| Q2 2023 | 218 | $33.5bn |
| Q1 2023 | 213 | $31.3bn |
| Q4 2022 | 213 | $30.0bn |
| Q3 2022 | 195 | $27.9bn |
Earliest filing: Q2 1999 · 110 quarters on file
How concentrated is WCM Investment Management's portfolio?
Across every quarter WCM Investment Management has filed, its median largest position is 7.7% of the book and its median top-ten weight is 52.5%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 1636 completed holding spells, the median lasted 4.0 quarters; 266 positions are still open and their final length is unknown.