WhaleCreep

WCM Investment Management 13F holdings, Q1 2026

Long-only investorSEC filingsCompare with another fundHoldings as of 2026-03-31, filed 2026-05-07

WCM Investment Management disclosed 263 US equity positions worth $43.8bn in its Q1 2026 13F filing. Its largest position is TSM at 6.7% of the reported book, followed by SE and ASML. Versus Q4 2025 it opened 52 new positions, added to 71, reduced 123 and exited 30.

$43.8bn
Reported equity book
Sum of the long US equity positions in the filing, at the values filed. Options are excluded.
263
Positions
Distinct securities in the equity book with a reported value above zero. Options are excluded.
6.7%
Largest position
The largest single position as a share of the reported equity book.
42.3%
Top 10 weight
The ten largest positions together, as a share of the reported equity book.
35
Effective positions
1 / HHI of portfolio weights: the number of equal-weight positions the book behaves like.
110
Quarters on file since Q2 1999
Quarters for which this manager's 13F holdings are on record.

Holdings

Against Q4 2025: 52 new, 71 added, 123 reduced, 30 exited

50 of 263
TSM TAIWAN SEMICONDUCTOR MANUFACTechnology6.7%$3.0bn9.33m−5.0%reduced
SE SEA LTDConsumer Cyclical6.0%$2.6bn33.75m+30%added
ASML ASML HLDG NVTechnology4.4%$1.9bn1.52m−19%reduced
APP APPLOVIN CORPCommunication Services4.2%$1.9bn5.00m+5.2%added
PM PHILIP MORRIS INTL INCConsumer Defensive4.1%$1.8bn10.78m−0.2%held
WDC WESTERN DIGITAL CORP.Technology3.8%$1.7bn6.56m−1.9%reduced
LIN LINDE PLCBasic Materials3.7%$1.6bn3.23m−1.2%reduced
STX SEAGATE TECHNOLOGY HLDNGS PLTechnology3.6%$1.6bn4.35m−16%reduced
IBN ICICI BANK LIMITEDFinancial Services3.0%$1.3bn52.24m−2.0%reduced
CP CANADIAN PACIFIC KANSAS CITYIndustrials2.8%$1.2bn16.08m−1.4%reduced
AMZN AMAZON COM INCConsumer Cyclical2.8%$1.2bn6.17m+0.5%held
ARCH CAP GROUP LTD no ticker–2.8%$1.2bn12.60m−5.1%reduced
TEVA TEVA PHARMACEUTICAL INDS LTDHealthcare2.6%$1.2bn40.82m+191%added
SPOT SPOTIFY TECHNOLOGY S ACommunication Services2.6%$1.1bn2.42m−1.7%reduced
GLW CORNING INCTechnology2.4%$1.0bn8.11m−1.4%reduced
NU NU HLDGS LTDFinancial Services2.2%$984m72.84m−1.5%reduced
FERG FERGUSON ENTERPRISES INCIndustrials2.2%$973m4.35m−1.3%reduced
MDT Medtronic PlcHealthcare2.2%$966m11.27m–new
CAH CARDINAL HEALTH INCHealthcare1.9%$827m4.01m−0.6%reduced
MCK MCKESSON CORPHealthcare1.8%$802m932,121−1.3%reduced
NVDA NVIDIA CORPORATIONTechnology1.8%$771m4.67m+3.1%added
SHOP SHOPIFY INCTechnology1.7%$747m6.68m−0.3%held
CTVA CORTEVA INCBasic Materials1.6%$723m8.71m−1.1%reduced
ILMN ILLUMINA INCHealthcare1.6%$716m5.92m+45%added
MSFT MICROSOFT CORPTechnology1.6%$691m1.92m−1.0%reduced
WELL WELLTOWER INCReal Estate1.5%$636m3.26m−0.7%reduced
AON AON PLCFinancial Services1.4%$633m1.95m−1.7%reduced
WCN WASTE CONNECTIONS INCIndustrials1.4%$627m3.88m−38%reduced
GE GENERAL ELECTRIC COIndustrials1.4%$626m2.29m−1.0%reduced
V VISA INCFinancial Services1.4%$619m2.06m−1.0%reduced
CHRW C H ROBINSON WORLDWIDE INCIndustrials1.3%$580m3.58m–new
RGA REINSURANCE GROUP AMER INCFinancial Services1.3%$567m2.83m+3.0%added
LPLA LPL FINL HLDGS INCFinancial Services1.2%$521m1.73m+0.8%added
AJG GALLAGHER ARTHUR J & COFinancial Services1.2%$510m2.36m−0.7%reduced
VRTX VERTEX PHARMACEUTICALS INCHealthcare1.1%$497m1.12m−0.7%reduced
MDLN MEDLINE INCHealthcare0.7%$308m7.22m−1.4%reduced
GDDY GODADDY INCTechnology0.6%$271m3.31m+1.0%added
CNQ CANADIAN NAT RES LTD MED TEREnergy0.6%$253m5.12m+22%added
NVS NOVARTIS AGHealthcare0.5%$220m1.46m–new
UBS UBS GROUP AGFinancial Services0.5%$215m5.85m+12%added
CRS CARPENTER TECHNOLOGY CORPIndustrials0.4%$177m478,314+10%added
HOOD ROBINHOOD MKTS INCFinancial Services0.4%$176m2.71m−47%reduced
BKD BROOKDALE SR LIVING INCHealthcare0.4%$172m12.81m–new
AHR AMERICAN HEALTHCARE REIT INCReal Estate0.4%$161m3.43m+0.5%held
TPR TAPESTRY INCConsumer Cyclical0.4%$155m1.13m+20%added
FIX COMFORT SYS USA INCIndustrials0.3%$149m116,698+25%added
SAP SAP SETechnology0.3%$140m833,584−26%reduced
BTI BRITISH AMERN TOB PLCConsumer Defensive0.3%$138m2.36m+3900%added
LYG LLOYDS BANKING GROUP PLCFinancial Services0.3%$128m26.55m–new
BAP CREDICORP LTDFinancial Services0.2%$84.0m262,968−8.1%reduced

Exited since Q4 2025

30 rows
MNDY MONDAY COM LTD1.1%$547m
GEV GE VERNOVA LLC0.8%$394m
AZN ASTRAZENECA PLC0.5%$246m
RACE FERRARI N V0.3%$158m
WWW WOLVERINE WORLD WIDE INC0.05%$22.1m
CRL CHARLES RIV LABS INTL INC0.04%$20.6m
WH WYNDHAM HOTELS & RESORTS INC0.03%$16.2m
CWST CASELLA WASTE SYS INC0.03%$15.7m
CVLT COMMVAULT SYSTEMS INC0.03%$15.3m
VRTS VIRTUS INVT PARTNERS INC0.03%$14.4m
PEN PENUMBRA INC0.03%$12.9m
RGEN REPLIGEN CORP0.02%$10.6m
CWAN CLEARWATER ANALYTICS HLDGS I0.02%$10.4m
VRNS VARONIS SYS INC0.02%$9.6m
ASH ASHLAND INC0.02%$9.4m
TT TRANE TECHNOLOGIES PLC0.02%$9.3m
BRCB BLACK ROCK COFFEE BAR INC0.01%$6.7m
CNTA CENTESSA PHARMACEUTICALS PLC0.01%$6.4m
RELX RELX PLC0.01%$5.7m
PAC GRUPO AEROPORTUNARIO DEL PAC0.01%$4.5m
ICLR ICON PLC0.01%$4.4m
GIB CGI INC0.01%$3.9m
RARE ULTRAGENYX PHARMACEUTICAL IN0.01%$3.7m
KLAR KLARNA GROUP PLC0.01%$3.5m
DT DYNATRACE INC0.0%$2.2m
BAH BOOZ ALLEN HAMILTON HLDG COR0.0%$1.1m
POOL POOL CORP0.0%$972k
YMM FULL TRUCK ALLIANCE CO LTD0.0%$290k
CHE CHEMED CORP NEW0.0%$274k
TCOM TRIP COM GROUP LTD0.0%$238k

Sector mix

  • Technology28.0%
  • Financial Services13.9%
  • Healthcare13.8%
  • Industrials11.0%
  • Consumer Cyclical10.0%
  • Communication Services7.2%
  • Basic Materials5.6%
  • Consumer Defensive4.6%
  • Unclassified3.0%
  • Real Estate2.0%
  • Energy0.9%
  • Utilities0.1%

Book over time

Every quarter on file (110)
QuarterPositionsEquity book
Q2 2026266$55.2bn
Q1 2026263$43.8bn
Q4 2025241$48.6bn
Q3 2025228$48.1bn
Q2 2025219$43.8bn
Q1 2025278$38.9bn
Q4 2024288$42.5bn
Q3 2024289$44.1bn
Q2 2024267$42.3bn
Q1 2024247$42.1bn
Q4 2023249$36.2bn
Q3 2023207$34.1bn
Q2 2023217$33.5bn
Q1 2023211$31.3bn
Q4 2022210$30.0bn
Q3 2022192$27.9bn
Q2 2022202$27.9bn
Q1 2022201$35.8bn
Q4 2021205$44.4bn
Q3 2021204$43.3bn
Q2 2021195$39.4bn
Q1 2021189$36.5bn
Q4 2020193$36.8bn
Q3 2020179$28.5bn
Q2 2020180$26.1bn
Q1 2020180$18.1bn
Q4 2019157$18.6bn
Q3 2019152$16.7bn
Q2 2019151$16.0bn
Q1 2019142$14.4bn
Q4 201879$11.2bn
Q3 201878$11.2bn
Q2 201882$9.7bn
Q1 201894$10.7bn
Q4 201796$8.8bn
Q3 201787$7.9bn
Q2 201784$6.5bn
Q1 2017114$9.2bn
Q4 2016168$8.3bn
Q3 2016162$8.8bn
Q2 2016114$6.3bn
Q1 2016115$6.4bn
Q4 201592$4.9bn
Q3 2015107$4.0bn
Q2 2015115$4.4bn
Q1 2015141$4.9bn
Q4 2014114$3.5bn
Q3 2014113$3.2bn
Q2 2014141$4.0bn
Q1 2014138$2.8bn
Q4 2013133$2.8bn
Q3 2013126$1.9bn
Q2 2013140$1.9bn
Q1 2013140$1.4bn
Q4 2012107$1.2bn
Q3 2012117$1.2bn
Q2 2012120$1.0bn
Q1 2012123$960m
Q4 2011118$803m
Q3 2011112$570m
Q2 2011120$731m
Q1 2011131$676m
Q4 2010118$617m
Q3 2010120$540m
Q2 2010100$458m
Q1 2010105$967m
Q4 2009103$932m
Q3 2009108$936m
Q2 2009102$887m
Q1 200975$710m
Q4 200876$786m
Q3 200875$1.1bn
Q2 200883$1.3bn
Q1 200879$1.5bn
Q4 200780$1.7bn
Q3 2007106$2.0bn
Q2 200781$2.0bn
Q4 200676$2.3bn
Q3 200686$2.6bn
Q2 200690$2.7bn
Q1 200684$2.8bn
Q4 200587$2.9bn
Q3 200580$2.7bn
Q2 200584$1.9bn
Q1 200586$1.7bn
Q4 2004101$1.4bn
Q3 200491$1.1bn
Q2 200489$852m
Q1 200490$796m
Q4 200361$558m
Q3 200338$237m
Q2 200336$173m
Q4 200237$103m
Q3 200244$91.4m
Q1 200248$121m
Q4 200156$131m
Q3 200159$117m
Q2 200158$136m
Q1 2001185$118m
Q4 200057$177m
Q3 200061$213m
Q1 200071$191m
Q1 200076$190m
Q4 199978$172m
Q4 199978$152m
Q3 199973$130m
Q3 199977$145m
Q3 199974$148m
Q2 199974$153m
Q2 199970$152m

Where WCM Investment Management was early

107 rows
ABT ABBOTT LABORATORIESQ4 19991 of 1813.0%3.0%12Exited by Q4 2012+102%
UTXZ UNITED TECHNOLOGIES CORPQ4 19991 of 1140.4%2.7%18Exited by Q1 2005−53%
QCOM QUALCOMM INCQ4 19992 of 2461.5%2.9%37Exited by Q3 2012−37%
VRSN VERISIGN INCQ4 19992 of 1420.8%2.3%5Exited by Q2 2001−81%
MCD MCDONALDS CORPQ1 20001 of 1921.2%1.8%23Exited by Q1 2020+429%
MS MORGAN ST DEAN WITTER & COQ1 20001 of 1783.9%4.6%8Exited by Q3 2002−31%
AVGO BROADCOM CORP-CL AQ1 20002 of 3230.4%1.2%5Exited by Q1 2005–
SYK STRYKER CORPORATIONQ3 20001 of 1502.2%4.6%47Exited by Q4 2023+1173%
SYY SYSCO CORPQ3 20001 of 1410.2%5.3%26Exited by Q3 2013+48%
MXIM MAXIM INTEGRATED PRODUCTSQ3 20003 of 1010.3%6.7%16Exited by Q2 2007+49%
SCHW THE CHARLES SCHWAB CORPORATIQ3 200021 of 2210.7%1.3%24Exited by Q4 2019+18%
GD GENERAL DYNAMICS CORPQ4 20002 of 1341.1%6.5%22Exited by Q2 2025+599%
HOG HARLEY-DAVIDSON INCQ1 20011 of 1200.06%7.3%19Exited by Q2 2006+37%
JPM JPMORGAN CHASE & CO.Q1 20011 of 2315.1%5.1%10Exited by Q2 2025+446%
PG PROCTER AND GAMBLE COQ1 20011 of 1640.01%8.0%56Exited by Q2 2025+444%
TEVA TEVA PHARMACEUTICAL INDS LTDQ1 20011 of 1820.01%7.5%42Held at last filing, Q2 2026+148%
UPS UNITED PARCEL SERVICE INCQ1 20012 of 1740.4%9.3%11Exited by Q2 2025+93%
ADBE ADOBE SYSTEMSQ1 20014 of 2750.03%5.1%17Exited by Q3 2010+51%
USB US BANCORPQ1 20014 of 1620.7%3.7%13Exited by Q3 2010−3.7%
EBAY EBAY INC.Q1 20015 of 1860.01%9.1%28Held at last filing, Q2 2026+2835%
BSX BOSTON SCIENTIFIC CORPQ1 200113 of 1930.05%1.2%21Exited by Q2 2021+283%
MTG MGIC INVESTMENT CORPQ2 20011 of 1290.6%3.0%4Exited by Q3 2002−5.8%
CVX CHEVRON CORP NEWQ4 20012 of 1971.4%2.7%64Exited by Q2 2025+273%
MMM 3M COQ3 20021 of 1652.7%2.7%27Exited by Q4 2015+158%
GS GOLDMAN SACHS GROUP INCQ3 20022 of 2293.6%6.3%9Exited by Q2 2005+67%
NTRS NORTHERN TRUST CORPORATIONQ4 20021 of 1172.0%2.0%9Exited by Q2 2005+24%
HRB H&R BLOCK INCQ4 20024 of 1237.0%7.3%8Exited by Q2 2005+26%
ZBH ZIMMER HOLDINGS INCQ3 20031 of 1446.5%7.8%11Exited by Q2 2006+23%
WST WEST PHARMACEUTICAL SVSC INCQ3 20034 of 1390.10%1.8%44Exited by Q4 2022+3044%
MOG/A MOOG INCQ4 20031 of 960.1%1.1%47Held at last filing, Q2 2026+1830%
CALM CAL MAINE FOODSQ4 20034 of 1030.07%1.3%14Exited by Q1 2015+325%
MCO MOODY'S CORPQ1 20047 of 1766.5%11.5%15Exited by Q1 2008+0.9%
ODFL OLD DOMINION FREIGHT LINE INQ1 20047 of 1260.05%1.6%28Exited by Q3 2024+7835%
ACH OWENS & MINOR INC NEWQ2 20041 of 910.08%1.2%30Exited by Q1 2021+57%
RES RPC INCQ2 20041 of 900.08%1.1%26Exited by Q2 2013+630%
MLI MUELLER INDUSTRIES INCQ3 20041 of 1030.04%1.4%21Exited by Q1 2010−42%
EXPD EXPEDITORS INTL OF WASH INCQ3 20042 of 1203.5%12.5%26Exited by Q2 2011+94%
EA ELECTRONIC ARTSQ1 20051 of 2344.4%8.4%14Exited by Q4 2008−29%
ATR APTARGROUP INCQ4 20051 of 1010.03%1.8%11Exited by Q1 2009+35%
SNA SNAP ON INCQ4 20052 of 1080.06%2.4%47Exited by Q2 2025+797%
OTTR OTTER TAIL CORPQ1 20061 of 690.06%1.3%15Exited by Q1 2010−13%
TNC TENNANT COQ1 20061 of 720.04%1.4%9Exited by Q3 2008+15%
KMT KENNAMETAL INCQ1 20062 of 1090.04%1.2%9Exited by Q3 2008+6.5%
AVA AVISTA CORPQ3 20061 of 990.09%2.2%41Exited by Q1 2017+69%
AMZN AMAZON COM INCQ3 20062 of 3780.04%5.2%78Held at last filing, Q2 2026+14741%
AEIS ADVANCED ENERGY INDSQ2 20071 of 1210.5%1.4%23Held at last filing, Q2 2026+1546%
FIX COMFORT SYS USA INCQ2 20071 of 1510.5%1.4%17Held at last filing, Q2 2026+13877%
GPI GROUP 1 AUTOMOTIVE INCQ2 20071 of 1190.5%1.0%22Held at last filing, Q2 2026+622%
MKSI MKS INC.Q2 20071 of 1830.5%2.1%37Held at last filing, Q2 2026+1506%
IWN ISHARES TRQ2 20072 of 640.07%3.7%7Exited by Q1 2024+89%

Concentration and tenure

7.7%
Median largest position, all quarters
The largest single position as a share of the reported equity book.
52.8%
Median top 10 weight, all quarters
The ten largest positions together, as a share of the reported equity book.
Concentrated
Style, by median largest position
4
Median completed holding, quarters