WCM INVESTMENT MANAGEMENT, LLC

Q2 2025 13F-HR Detailed 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 broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 4/28/2025 Next filing: 11/4/2025 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 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 Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 First Trust Advisors LP