WCM INVESTMENT MANAGEMENT, LLC

Q1 2025 13F-HR Detailed 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 broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 2/11/2025 Next filing: 7/29/2025 SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

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 Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 First Trust Advisors LP