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Asset manager

WCM Investment Management, LLC

13F for the quarter to June 30, 2026, filed August 13, 2026 · SEC CIK 1061186

Reported value
$55.2bn
94% in companies we cover
Positions we cover
242
Largest STX 9.3%
Copy, a year
+14.6%
S&P 500 +14.0%
Copy Sharpe ratio
0.70
S&P 500 0.78

How copying its 13F would have done

$10.0k$20.0k$40.0k 2013201520172019202120232025 $61.7k$57.7k
CopyS&P 500 $10,000 copying WCM Investment Management, LLC's filed holdings in companies we cover from June 7, 2013, buying on the first trading day after each 13F was filed and holding until the next, against the S&P 500 (total return). Marked weekly, log scale. Before costs and taxes; misses trading within each quarter and anything 13F does not show (shorts, cash, bonds, non-US holdings).

Biggest drop −38.3% (S&P 500 −31.8%); beta 1.09; alpha +0.0% a year (t = 0.00); last 12 months +1.3% against +12.1%.

Reported value by quarter

WCM Investment Management, LLC: 13F reported value Total value of all positions in each quarter's 13F, as filed (values before 2023 were filed in thousands of dollars and are converted).
$0 $10T $20T $30T Reported value, 2013-03-31: $1.4B Reported value, 2013-06-30: $1.9B Reported value, 2013-09-30: $1.9B Reported value, 2013-12-31: $2.8B Reported value, 2014-03-31: $2.8B Reported value, 2014-06-30: $4B Reported value, 2014-09-30: $3.2B Reported value, 2014-12-31: $3.5B Reported value, 2015-03-31: $4.9B Reported value, 2015-06-30: $4.4B Reported value, 2015-09-30: $4B Reported value, 2015-12-31: $4.9B Reported value, 2016-03-31: $6.4B Reported value, 2016-06-30: $6.3B Reported value, 2016-09-30: $8.8B Reported value, 2016-12-31: $8.3B Reported value, 2017-03-31: $9.2B Reported value, 2017-06-30: $6.5B Reported value, 2017-09-30: $7.9B Reported value, 2017-12-31: $8.8B Reported value, 2018-03-31: $10.7B Reported value, 2018-06-30: $9.7B Reported value, 2018-09-30: $11.2B Reported value, 2018-12-31: $11.2B Reported value, 2019-03-31: $14.4B Reported value, 2019-06-30: $16B Reported value, 2019-09-30: $16.7B Reported value, 2019-12-31: $18.6B Reported value, 2020-03-31: $18.1B Reported value, 2020-06-30: $26.1B Reported value, 2020-09-30: $28.5B Reported value, 2020-12-31: $36.8B Reported value, 2021-03-31: $36.5B Reported value, 2021-06-30: $39.4B Reported value, 2021-09-30: $43.3B Reported value, 2021-12-31: $44.4B Reported value, 2022-03-31: $35.8B Reported value, 2022-06-30: $27.9B Reported value, 2022-09-30: $27.9B Reported value, 2022-12-31: $30T Reported value, 2023-03-31: $31.3B Reported value, 2023-06-30: $33.5B Reported value, 2023-09-30: $34.1B Reported value, 2023-12-31: $36.2B Reported value, 2024-03-31: $42.1B Reported value, 2024-06-30: $42.3B Reported value, 2024-09-30: $44.1B Reported value, 2024-12-31: $42.5B Reported value, 2025-03-31: $38.9B Reported value, 2025-06-30: $43.8B Reported value, 2025-09-30: $48.1B Reported value, 2025-12-31: $48.6B Reported value, 2026-03-31: $43.8B Reported value, 2026-06-30: $55.2B 2013-03-31 2015-12-31 2018-09-30 2021-06-30 2024-03-31 2026-06-30 $55.2B
View chart data
Period Reported value
2013-03-31 $1.4B
2013-06-30 $1.9B
2013-09-30 $1.9B
2013-12-31 $2.8B
2014-03-31 $2.8B
2014-06-30 $4B
2014-09-30 $3.2B
2014-12-31 $3.5B
2015-03-31 $4.9B
2015-06-30 $4.4B
2015-09-30 $4B
2015-12-31 $4.9B
2016-03-31 $6.4B
2016-06-30 $6.3B
2016-09-30 $8.8B
2016-12-31 $8.3B
2017-03-31 $9.2B
2017-06-30 $6.5B
2017-09-30 $7.9B
2017-12-31 $8.8B
2018-03-31 $10.7B
2018-06-30 $9.7B
2018-09-30 $11.2B
2018-12-31 $11.2B
2019-03-31 $14.4B
2019-06-30 $16B
2019-09-30 $16.7B
2019-12-31 $18.6B
2020-03-31 $18.1B
2020-06-30 $26.1B
2020-09-30 $28.5B
2020-12-31 $36.8B
2021-03-31 $36.5B
2021-06-30 $39.4B
2021-09-30 $43.3B
2021-12-31 $44.4B
2022-03-31 $35.8B
2022-06-30 $27.9B
2022-09-30 $27.9B
2022-12-31 $30T
2023-03-31 $31.3B
2023-06-30 $33.5B
2023-09-30 $34.1B
2023-12-31 $36.2B
2024-03-31 $42.1B
2024-06-30 $42.3B
2024-09-30 $44.1B
2024-12-31 $42.5B
2025-03-31 $38.9B
2025-06-30 $43.8B
2025-09-30 $48.1B
2025-12-31 $48.6B
2026-03-31 $43.8B
2026-06-30 $55.2B

Holdings and moves

CompanyShare of portfolioValueSharesChange in shares
STXSeagate Technology9.34%$5.2bn5.32M+22.4% Added
TSMTaiwan Semiconductor Manufacturing Co LTD7.64%$4.2bn9.26M−0.7% Reduced
SESea Ltd5.71%$3.1bn33.88M+0.4%
ASMLAsml Holding NV4.95%$2.7bn1.45M−4.9% Reduced
PMPhilip Morris International3.42%$1.9bn10.30M−4.4% Reduced
APPApplovin Corp3.35%$1.9bn3.71M−25.8% Reduced
LINLinde plc2.96%$1.6bn3.19M−1.4% Reduced
AMZNAmazon2.80%$1.5bn6.44M+4.4% Added
GLWCorning Inc.2.75%$1.5bn5.93M−26.8% Reduced
TEVATeva Pharmaceutical Industries LTD2.50%$1.4bn41.32M+1.2% Added
CPCanadian Pacific Kansas City LTD2.41%$1.3bn15.28M−5.0% Reduced
SPOTSpotify Technology S.a.2.38%$1.3bn2.84M+17.6% Added
ACGLArch Capital Group2.13%$1.2bn11.97M−5.0% Reduced
ILMNIllumina, Inc.2.04%$1.1bn6.21M+4.8% Added
WDCWestern Digital1.93%$1.1bn1.63M−75.1% Reduced
METAMeta Platforms1.86%$1.0bn1.82M+8380.4% Added
FERGFerguson Enterprises1.81%$998.0m4.18M−3.8% Reduced
NUNu Holdings Ltd.1.77%$977.5m74.45M+2.2% Added
CAHCardinal Health1.76%$971.4m4.11M+2.6% Added
NVDANVIDIA Corporation1.69%$929.5m4.77M+2.1% Added
MDTMedtronic1.59%$876.1m10.83M−3.9% Reduced
WELLWelltower1.38%$762.2m3.35M+2.8% Added
CTVACorteva, Inc.1.35%$745.3m8.94M+2.6% Added
MSFTMicrosoft Corporation1.32%$728.1m1.98M+2.7% Added
VVisa Inc.1.31%$725.2m2.12M+2.8% Added
MCKMcKesson1.30%$716.0m957.9K+2.8% Added
VTRVentas1.27%$698.8m7.82MNew
CHRWC.H. Robinson1.23%$680.6m3.68M+2.9% Added
RGAReinsurance Group Of America Inc1.17%$646.0m3.01M+6.2% Added
WCNWaste Connections, Inc.1.15%$634.1m3.79M−2.1% Reduced
AONAon plc1.11%$614.5m1.88M−3.9% Reduced
GEGE Aerospace1.10%$605.8m1.62M−29.2% Reduced
VRTXVertex Pharmaceuticals1.04%$575.6m1.15M+2.7% Added
AJGArthur J. Gallagher & Co.1.00%$550.9m2.43M+2.7% Added
LPLALPL Financial Holdings Inc.0.88%$487.3m1.81M+4.4% Added
GOOGLAlphabet Inc. (Class A)0.61%$335.0m947.3K+24276.9% Added
UBSUBS Group AG0.55%$304.4m6.15M+5.1% Added
MDLNMedline Inc.0.53%$293.0m7.40M+2.5% Added
HOODRobinhood Markets0.51%$283.5m2.78M+2.8% Added
FIXComfort Systems USA0.51%$282.4m144.9K+24.2% Added
AZNAstrazeneca PLC0.45%$248.8m1.31MNew
CNQCanadian Natural Resources Ltd0.42%$230.1m5.85M+14.3% Added
BKDBrookdale Senior Living Inc.0.42%$229.2m14.45M+12.8% Added
AHRAmerican Healthcare Reit, Inc.0.37%$206.3m3.97M+15.8% Added
TPRTapestry, Inc.0.36%$199.9m1.36M+20.6% Added
TRPTC Energy Corp0.34%$189.1m2.76MNew
NBISNebius Group N.V.0.30%$165.5m633.8K+6.4% Added
CRSCarpenter Technology Corp0.27%$151.2m249.1K−47.9% Reduced
BTIBritish American Tobacco P.l.c.0.27%$146.1m2.33M−1.4% Reduced
SNSharkninja, Inc.0.25%$138.5m946.4K+19.3% Added
FTITechnipFMC plc0.24%$130.7m2.00MNew
CLSCelestica Inc0.21%$114.3m332.9K+25.7% Added
ACMRACM Research, Inc.0.20%$109.1m917.7K−50.7% Reduced
SBSCompanhia DE Saneamento Basico DO Estado DE SAO Paulo-sabesp0.17%$92.5m15.92M+623.8% Added
COMPCompass, Inc.0.16%$87.4m7.29M+21.2% Added
BIDUBaidu, Inc.0.12%$65.6m585.1K+28.8% Added
SLBSchlumberger0.11%$62.8m1.35M+43.6% Added
NVONovo Nordisk A S0.10%$57.1m1.18M+45.6% Added
BGBunge Global0.10%$52.6m481.8K+47.7% Added
CCJCameco Corp0.09%$50.6m488.9K+42.3% Added
CPNGCoupang, Inc.0.08%$45.8m2.60M+34.4% Added
CBChubb Limited0.08%$45.7m133.3K+43.3% Added
DPCDPC Holdings PLC0.07%$41.4m800.0KNew
BABAAlibaba Group Holding Ltd0.06%$33.5m350.2K+40.2% Added
EVREvercore Inc.0.06%$33.4m99.9K−0.3%
AITApplied Industrial Technologies Inc0.06%$33.4m99.8K−22.7% Reduced
GDSGDS Holdings Ltd0.06%$32.6m1.11M−35.9% Reduced
AAONAAON, Inc.0.06%$32.2m255.9K0.0%
PDDPDD Holdings Inc.0.06%$30.3m395.4K+15.7% Added
NOVTNovanta Inc0.05%$29.2m185.2K−0.9% Reduced
AEISAdvanced Energy Industries Inc0.05%$28.7m82.5K−16.4% Reduced
BZKanzhun Ltd0.05%$28.2m2.17M+41.9% Added
GENIGenius Sports Ltd0.05%$27.7m4.37M+49.9% Added
TXRHTexas Roadhouse, Inc.0.05%$26.5m136.9K+0.4%
WSEWise Group plc0.05%$26.5m2.19MNew
SAIASaia Inc0.05%$26.0m61.0K−0.9% Reduced
UMBFUMB Financial Corp0.05%$25.9m182.2K+2.1% Added
GHGuardant Health, Inc.0.05%$25.7m167.0K−1.6% Reduced
WMSAdvanced Drainage Systems, Inc.0.05%$25.5m165.1K+44.9% Added
FPSForgent Power Solutions, Inc.0.04%$24.7m448.7K−28.2% Reduced
HLNHaleon plc0.04%$24.5m2.62M+52.1% Added
MRCYMercury Systems Inc0.04%$24.2m219.3K0.0%
RRXRegal Rexnord Corp0.04%$24.1m109.7K−0.4%
DCODucommun Inc0.04%$24.0m130.3K+7.0% Added
EGPEastgroup Properties Inc0.04%$23.3m112.8K−0.3%
CHEFChefs' Warehouse, Inc.0.04%$22.5m235.9K−29.7% Reduced
DCIDonaldson Co Inc0.04%$22.3m252.6K+31.0% Added
PAYPPaypay Corp0.04%$22.3m1.53M+30.3% Added
BOOTBoot Barn Holdings, Inc.0.04%$21.9m133.1K+0.1%
AGXArgan Inc0.04%$21.4m27.0K+17.5% Added
PFGCPerformance Food Group Co0.04%$21.4m189.7K+0.5% Added
THCTenet Healthcare Corp0.04%$20.5m109.7K+15.8% Added
DYDycom Industries Inc0.04%$20.4m40.3K−3.0% Reduced
MLCOMelco Resorts & Entertainment LTD0.04%$20.0m3.72M−4.6% Reduced
STRLSterling Infrastructure, Inc.0.03%$18.7m23.0K−0.9% Reduced
LLYLilly (Eli)0.03%$18.3m14.9K−2.8% Reduced
AXSMAxsome Therapeutics, Inc.0.03%$18.3m75.7K−29.8% Reduced
PRIPrimerica, Inc.0.03%$17.6m61.4K−1.0% Reduced
ACIWACI Worldwide, Inc.0.03%$17.2m346.6K−32.9% Reduced
KGSKodiak Gas Services, Inc.0.03%$16.8m225.0KNew
KYMRKymera Therapeutics, Inc.0.03%$16.6m151.8K−0.4%
AADXApplied Aerospace & Defense, Inc.0.03%$16.6m800.0KNew
ENSGEnsign Group, Inc0.03%$16.5m104.0K−3.1% Reduced
FDXFedEx0.03%$16.3m50.1K−2.7% Reduced
RMBSRambus Inc0.03%$16.2m131.0K−20.6% Reduced
IBPInstalled Building Products, Inc.0.03%$16.0m70.6K+7.7% Added
WINGWingstop Inc.0.03%$15.5m93.7K+0.2%
AVNTAvient Corp0.03%$15.5m420.0K−1.1% Reduced
SNXTD Synnex Corp0.03%$15.2m56.3KNew
AXGNAxogen, Inc.0.03%$15.1m337.1K−39.8% Reduced
FNFabrinet0.03%$15.1m28.5K+4.0% Added
RDNTRadnet, Inc.0.03%$15.0m253.4K−1.5% Reduced
HIIHuntington Ingalls Industries0.03%$14.7m53.2K+20.4% Added
AGYSAgilysys Inc0.03%$14.7m141.8K−0.3%
SRADSportradar Group AG0.03%$14.4m956.0KNew
VIKViking Holdings Ltd0.03%$14.3m136.1K+155.1% Added
PCVXVaxcyte, Inc.0.03%$14.1m243.5K+116.2% Added
TECHBio-Techne0.03%$14.0m197.9K−0.3%
LGNDLigand Pharmaceuticals Inc0.03%$14.0m44.6K−0.2%
ARWRArrowhead Pharmaceuticals, Inc.0.03%$13.8m171.2K−0.2%
GMEDGlobus Medical Inc0.02%$13.5m160.3K−21.1% Reduced
GKOSGlaukos Corp0.02%$13.3m93.3K−0.2%
KLACKLA Corporation0.02%$12.8m46.0K+835.6% Added
IRTCIrhythm Holdings, Inc.0.02%$12.7m107.0K−1.0% Reduced
SITESiteone Landscape Supply, Inc.0.02%$12.5m108.6K−8.8% Reduced
OMCLOmnicell, Inc.0.02%$12.3m301.1K−0.4%
TTANServicetitan, Inc.0.02%$12.3m174.7K−1.0% Reduced
MDGLMadrigal Pharmaceuticals, Inc.0.02%$12.1m23.0K−2.4% Reduced
BBIOBridgebio Pharma, Inc.0.02%$11.9m165.1K−1.7% Reduced
WPMWheaton Precious Metals Corp.0.02%$11.8m106.0K+114.2% Added
TSEMTower Semiconductor LTD0.02%$11.6m45.2K+108.3% Added
STMStmicroelectronics N.V.0.02%$11.4m152.0KNew
RVMDRevolution Medicines, Inc.0.02%$11.2m58.1K−44.7% Reduced
AWIArmstrong World Industries Inc0.02%$11.0m69.1KNew
NXTNextpower Inc.0.02%$10.5m95.0K+1.2% Added
KTOSKratos Defense & Security Solutions, Inc.0.02%$10.4m220.9K−0.4%
IONQIonQ, Inc.0.02%$10.3m191.8KNew
SMTCSemtech Corp0.02%$10.3m66.1K−64.6% Reduced
MIRMirion Technologies, Inc.0.02%$10.3m591.3KNew
ATRCAtricure, Inc.0.02%$10.1m351.1K−2.4% Reduced
RTORentokil Initial PLC0.02%$9.4m325.7K+17.9% Added
SNDKSandisk0.02%$9.1m4.4K+66.2% Added
RYTMRhythm Pharmaceuticals, Inc.0.02%$8.9m80.6K−0.1%
PRAXPraxis Precision Medicines, Inc.0.02%$8.7m24.7KNew
UUUUEnergy Fuels Inc0.01%$8.5m582.4K−0.1%
MXLMaxlinear, Inc0.01%$8.5m78.0KNew
ONONOn Holding AG0.01%$8.2m232.3KNew
GRABGrab Holdings Ltd0.01%$8.1m2.17M+111.8% Added
ASAmer Sports, Inc.0.01%$7.8m234.6K+70.9% Added
PTCTPTC Therapeutics, Inc.0.01%$7.7m93.8K−0.9% Reduced
CompanyBought (value)Shares
METAMeta Platforms$1.0bn1.80M
STXSeagate Technology$943.0m973.6K
VTRVentas$698.8m7.82M
GOOGLAlphabet Inc. (Class A)$333.6m943.4K
AZNAstrazeneca PLC$248.8m1.31M
SPOTSpotify Technology S.a.$196.7m425.4K
TRPTC Energy Corp$189.1m2.76M
FTITechnipFMC plc$130.7m2.00M
SBSCompanhia DE Saneamento Basico DO Estado DE SAO Paulo-sabesp$79.7m13.72M
AMZNAmazon$65.1m271.0K
FIXComfort Systems USA$55.0m28.2K
ILMNIllumina, Inc.$51.3m283.5K
DPCDPC Holdings PLC$41.4m800.0K
RGAReinsurance Group Of America Inc$37.9m176.4K
TPRTapestry, Inc.$34.2m233.4K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

CompanySold (value)Shares
WDCWestern Digital−$3.2bn−4.93M
SHOPShopify Inc.−$762.4m−6.68M
APPApplovin Corp−$644.5m−1.29M
GLWCorning Inc.−$555.9m−2.17M
GDDYGodaddy Inc.−$282.3m−3.31M
GEGE Aerospace−$250.0m−669.0K
ASMLAsml Holding NV−$140.8m−74.8K
SAPSAP SE−$140.3m−833.6K
CRSCarpenter Technology Corp−$139.2m−229.3K
ACMRACM Research, Inc.−$112.1m−943.2K
PMPhilip Morris International−$87.6m−479.0K
CPCanadian Pacific Kansas City LTD−$69.7m−802.5K
ACGLArch Capital Group−$61.7m−628.8K
INTRInter & Co, Inc.−$55.7m−10.35M
FERGFerguson Enterprises−$39.6m−165.8K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

CompanyValue last quarterShares
SAPSAP SE$140.3m833.6K
SIISprott Inc.$17.1m127.0K
PRIMPrimoris Services Corp$16.7m124.2K
HQYHealthequity, Inc.$15.8m193.4K
RHRH$12.7m96.3K
VRRMVerra Mobility Corp$12.1m852.7K
YETIYeti Holdings, Inc.$9.1m255.9K
IPARInterparfums Inc$8.8m97.0K
ICFIICF International, Inc.$7.3m111.4K
NSITInsight Enterprises Inc$6.1m95.1K
CSWCSW Industrials, Inc.$5.7m22.0K
CRDOCredo Technology Group Holding Ltd$5.6m63.7K
CBZCbiz, Inc.$5.0m183.3K
GGGGraco Inc$1.6m19.8K
FTAIFTAI Aviation Ltd.$1.6m7.1K
NTRANatera, Inc.$1.2m6.6K
PTCPTC Inc.$1.1m8.2K
MKLMarkel Group Inc.$607,447322
IEXIDEX Corporation$511,7542.8K
CDWCDW Corporation$410,0453.5K
CBRECBRE Group$375,5882.8K
FUTUFutu Holdings Ltd$369,9382.8K
CSLCarlisle Companies Inc$349,9741.1K
JJacobs Solutions$255,8402.0K
HUYAHuya Inc.$249,16282.5K
AIZAssurant$246,7981.1K
  • Technology36.4%
  • Health Care13.1%
  • Financials11.4%
  • Communication Services11.4%
  • Industrials9.6%
  • Materials4.9%
  • Consumer Discretionary4.1%
  • Consumer Staples4.1%
  • Real Estate3.4%
  • Energy1.3%
  • Utilities0.2%

Share of the value held in companies we cover, by sector.

PeriodCopy, a yearS&P 500SharpeS&P 500Biggest dropBeta
Whole backtestJune 7, 2013 to November 2, 2026+14.6%+14.0%0.700.78−38.3%1.09
2018 onwardsJanuary 5, 2018 to November 2, 2026+14.6%+13.9%0.600.66−38.3%1.10
Last three yearsNovember 3, 2023 to November 2, 2026+17.1%+21.8%0.741.16−20.0%1.12
Last yearNovember 7, 2025 to November 2, 2026+4.0%+14.2%0.080.84−11.5%1.15

From SEC Form 13F data sets. A 13F lists long positions in US-listed shares at the quarter's end, filed up to 45 days later; it does not show shorts, cash, bonds, non-US holdings or trades within the quarter. Positions in companies outside our coverage are not listed here. Research, not investment advice.