WCM INVESTMENT MANAGEMENT, LLC

Q3 2025 13F-HR Holdings

Location
Laguna Beach, CA
Holdings as of
9/30/2025
Date filed
11/4/2025
Form type
13F-HR
Num holdings
228
Total value ($000)
$48,063,311
Net value change ($000)
+4,249,281 (9.7%)
New positions
33
Sold out positions
24
Turnover %
8.6%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 7/29/2025 Next filing: 2/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
APP 1,564,781 80.0%
STX 1,187,621 NEW
WDC 791,317 NEW
GLW 676,931 NEW
ASML 629,118 51.1%
SE 616,001 15.0%
TSM 457,925 19.9%
HOOD 222,114 23.2%
NU 209,831 21.5%
CPNG 94,368 6.2%
Top Reduces (Value $000, Stocks/ETFs)
TEAM -685,588 -100.0%
MNDY -409,691 -32.7%
STE -213,676 -42.6%
PM -204,198 -10.0%
IBN -202,536 -11.0%
FRPT -189,652 -100.0%
NVDA -185,164 -18.1%
SPOT -147,971 -5.7%
GDDY -131,584 -19.9%
WCN -82,323 -6.8%
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