WCM INVESTMENT MANAGEMENT, LLC

Q4 2025 13F-HR Holdings

Location
Laguna Beach, CA
Holdings as of
12/31/2025
Date filed
2/9/2026
Form type
13F-HR
Num holdings
241
Total value ($000)
$48,567,796
Net value change ($000)
+504,485 (1.0%)
New positions
36
Sold out positions
23
Turnover %
9.6%
Sector allocation + QoQ delta (equities-only)

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

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

Snapshot: Change Analysis

Compared to Q3 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)
SHOP 1,097,169 NEW
FERG 993,883 NEW
CAH 835,612 NEW
WELL 591,977 2372.5%
TEVA 434,178 9037.8%
WDC 386,737 48.9%
MDLN 307,047 NEW
STX 256,156 21.6%
TSM 184,602 6.7%
ASML 165,967 8.9%
Top Reduces (Value $000, Stocks/ETFs)
SE -1,407,895 -29.8%
SPOT -1,026,357 -42.0%
HOOD -586,075 -49.6%
CPNG -444,939 -27.6%
UNH -433,115 -100.0%
MNDY -296,836 -35.2%
STE -287,572 -100.0%
MELI -259,145 -20.8%
APP -221,039 -6.3%
LIN -209,585 -13.0%
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