WCM INVESTMENT MANAGEMENT, LLC

Q2 2025 13F-HR Holdings

Location
Laguna Beach, CA
Holdings as of
6/30/2025
Date filed
7/29/2025
Form type
13F-HR
Num holdings
219
Total value ($000)
$43,814,030
Net value change ($000)
+4,908,033 (12.6%)
New positions
13
Sold out positions
72
Turnover %
4.1%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 4/28/2025 Next filing: 11/4/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
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)
PM 2,034,244 29148.1%
HOOD 946,389 7259.8%
SE 825,694 25.1%
SPOT 694,407 36.6%
TSM 690,557 42.9%
CPNG 404,409 36.4%
NVDA 349,432 52.0%
MSFT 259,931 35.8%
AMZN 248,523 22.0%
CTVA 246,748 57.9%
Top Reduces (Value $000, Stocks/ETFs)
ICLR -1,115,294 -97.5%
ISRG -585,172 -100.0%
STE -503,275 -50.1%
ANET -470,646 -100.0%
DDOG -279,000 -100.0%
UNH -234,529 -37.4%
AZN -110,069 -37.3%
NVO -106,111 -37.0%
RACE -99,938 -31.0%
AON -89,889 -11.1%
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