WCM INVESTMENT MANAGEMENT, LLC

Q1 2025 13F-HR Holdings

Location
Laguna Beach, CA
Holdings as of
3/31/2025
Date filed
4/28/2025
Form type
13F-HR
Num holdings
278
Total value ($000)
$38,905,997
Net value change ($000)
-3,617,937 (-8.5%)
New positions
16
Sold out positions
26
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/11/2025 Next filing: 7/29/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SE 527,323 19.1%
SPOT 184,129 10.8%
MELI 164,753 19.2%
LIN 142,556 10.3%
WCN 141,422 13.0%
AJG 133,710 20.2%
MCK 105,696 17.1%
VRTX 105,538 24.2%
STE 82,239 8.9%
AON 77,217 10.5%
Top Reduces (Value $000, Stocks/ETFs)
APP -573,184 -24.7%
GEV -492,248 -72.1%
CP -449,166 -27.6%
ENTG -418,778 -87.9%
BAH -344,587 -99.3%
DDOG -339,769 -54.9%
TSM -330,215 -17.0%
TEAM -322,298 -30.2%
GE -288,508 -31.5%
ILMN -217,304 -39.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type