WCM INVESTMENT MANAGEMENT, LLC

Q1 2026 13F-HR Holdings

Location
Laguna Beach, CA
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
263
Total value ($000)
$43,812,771
Net value change ($000)
-4,755,025 (-9.8%)
New positions
52
Sold out positions
30
Turnover %
9.4%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 2/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
MDT 965,922 NEW
TEVA 718,282 163.6%
CHRW 579,922 NEW
WDC 473,357 40.2%
GLW 311,285 42.6%
NVS 220,004 NEW
LIN 212,627 15.2%
ILMN 175,111 32.4%
BKD 171,681 NEW
BTI 134,317 4020.3%
Top Reduces (Value $000, Stocks/ETFs)
APP -1,438,505 -43.6%
CPNG -1,128,917 -97.0%
MELI -984,865 -100.0%
SE -676,768 -20.4%
MNDY -546,683 -100.0%
WCN -492,648 -44.0%
HOOD -418,973 -70.4%
GEV -394,153 -100.0%
SHOP -350,263 -31.9%
IBN -274,764 -17.3%
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