WCM INVESTMENT MANAGEMENT, LLC

Q2 2026 13F-HR Holdings

Location
Laguna Beach, CA
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
266
Total value ($000)
$55,159,074
Net value change ($000)
+11,346,303 (25.9%)
New positions
33
Sold out positions
30
Turnover %
4.3%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
STX 3,577,598 227.1%
TSM 1,262,730 42.8%
META 1,013,017 8795.1%
ASML 817,853 42.8%
VTR 698,762 NEW
SE 506,571 19.2%
GLW 474,801 45.6%
ILMN 408,455 57.1%
GOOGL 334,527 NEW
GOOGL 333,945 31415.3%
Top Reduces (Value $000, Stocks/ETFs)
SHOP -746,101 -99.9%
WDC -587,464 -35.6%
GDDY -270,687 -99.9%
SAP -140,284 -100.0%
MDT -89,773 -9.3%
MCK -85,752 -10.7%
INTR -79,405 -99.4%
GDS -35,496 -52.1%
LPLA -33,291 -6.4%
ACGL -30,914 -2.6%
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