WCM INVESTMENT MANAGEMENT, LLC Q2 2025 Filing
Filed July 29, 2025
Portfolio Value
$43.8T
Holdings
219
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (219 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SESEA LTD | 25,807,216 | $4.1T | 9.38% | |
| 2 | SPOTSPOTIFY TECHNOLOGY S A | 3,352,959 | $2.6T | 5.91% | |
| 3 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 10,058,659 | $2.3T | 5.25% | |
| 4 | 4I1PHILIP MORRIS INTL INC | 11,275,606 | $2.0T | 4.66% | |
| 5 | APPAPPLOVIN CORP | 5,859,423 | $2.0T | 4.46% | |
| 6 | IBNICICI BANK LIMITED | 54,453,980 | $1.8T | 4.21% | |
| 7 | LINLINDE PLC | 3,401,590 | $1.6T | 3.60% | |
| 8 | CPNGCOUPANG INC | 49,168,456 | $1.5T | 3.46% | |
| 9 | AMZNAMAZON COM INC | 6,170,680 | $1.4T | 3.14% | |
| 10 | CPCANADIAN PACIFIC KANSAS CITY | 16,730,413 | $1.3T | 2.99% | |
| 11 | MLB1MERCADOLIBRE INC | 495,685 | $1.3T | 2.90% | |
| 12 | MNDYMONDAY COM LTD | 4,069,392 | $1.3T | 2.86% | |
| 13 | ASMLASML HOLDING N V | 1,548,246 | $1.2T | 2.81% | |
| 14 | WCNWASTE CONNECTIONS INC | 6,501,719 | $1.2T | 2.76% | |
| 15 | ACGLARCH CAP GROUP LTD | 13,353,709 | $1.2T | 2.75% | |
| 16 | NVDANVIDIA CORPORATION | 6,470,999 | $1.0T | 2.33% | |
| 17 | MSFTMICROSOFT CORP | 1,988,513 | $986.2B | 2.25% | |
| 18 | NUNU HLDGS LTD | 73,819,172 | $978.1B | 2.23% | |
| 19 | HOODROBINHOOD MKTS INC | 11,555,160 | $959.4B | 2.19% | |
| 20 | AJGGALLAGHER ARTHUR J & CO | 2,464,662 | $783.1B | 1.79% | |
| 21 | VVISA INC | 2,168,620 | $756.0B | 1.73% | |
| 22 | AONAON PLC | 2,040,243 | $719.7B | 1.64% | |
| 23 | MCKMCKESSON CORP | 978,333 | $710.1B | 1.62% | |
| 24 | TEAMATLASSIAN CORPORATION | 3,388,634 | $685.6B | 1.56% | |
| 25 | CTVACORTEVA INC | 9,044,706 | $672.8B | 1.54% | |
| 26 | GDDYGODADDY INC | 3,670,677 | $661.0B | 1.51% | |
| 27 | LPLALPL FINL HLDGS INC | 1,730,777 | $631.7B | 1.44% | |
| 28 | GEGE AEROSPACE | 2,388,652 | $607.9B | 1.39% | |
| 29 | RGAREINSURANCE GRP OF AMERICA I | 2,639,979 | $521.3B | 1.19% | |
| 30 | VRTXVERTEX PHARMACEUTICALS INC | 1,163,670 | $513.5B | 1.17% | |
| 31 | STESTERIS PLC | 2,099,115 | $501.2B | 1.14% | |
| 32 | ILMNILLUMINA INC | 4,426,471 | $419.6B | 0.96% | |
| 33 | UNHUNITEDHEALTH GROUP INC | 1,271,535 | $393.0B | 0.90% | |
| 34 | SAPSAP SE | 1,224,778 | $368.8B | 0.84% | |
| 35 | GEVGE VERNOVA INC | 659,451 | $342.7B | 0.78% | |
| 36 | RACEFERRARI N V | 453,188 | $222.6B | 0.51% | |
| 37 | FRPTFRESHPET INC | 2,773,090 | $189.7B | 0.43% | |
| 38 | AZNASTRAZENECA PLC | 2,653,082 | $185.3B | 0.42% | |
| 39 | NVONOVO-NORDISK A S | 2,634,705 | $180.5B | 0.41% | |
| 40 | UBSUBS GROUP AG | 5,221,697 | $174.6B | 0.40% | |
| 41 | CRCCANADIAN NAT RES LTD | 4,633,243 | $145.7B | 0.33% | |
| 42 | CLSCELESTICA INC | 893,991 | $136.5B | 0.31% | |
| 43 | INTRINTER & CO INC | 8,724,180 | $64.1B | 0.15% | |
| 44 | BAPCREDICORP LTD | 269,176 | $60.3B | 0.14% | |
| 45 | ADUSADDUS HOMECARE CORP | 489,060 | $56.3B | 0.13% | |
| 46 | SNSHARKNINJA INC | 575,867 | $55.6B | 0.13% | |
| 47 | CRSCARPENTER TECHNOLOGY CORP | 200,944 | $55.4B | 0.13% | |
| 48 | TPRTAPESTRY INC | 560,101 | $48.8B | 0.11% | |
| 49 | VRRMVERRA MOBILITY CORP | 1,825,289 | $46.4B | 0.11% | |
| 50 | PAHUSDELEMENT SOLUTIONS INC | 1,679,998 | $38.3B | 0.09% | |
| 51 | ENSGENSIGN GROUP INC | 246,742 | $37.8B | 0.09% | |
| 52 | VISTVISTA ENERGY S.A.B. DE C.V. | 766,219 | $37.0B | 0.08% | |
| 53 | STRLSTERLING INFRASTRUCTURE INC | 150,567 | $34.9B | 0.08% | |
| 54 | AITAPPLIED INDL TECHNOLOGIES IN | 142,660 | $33.1B | 0.08% | |
| 55 | PLUSEPLUS INC | 433,226 | $31.7B | 0.07% | |
| 56 | ICUIICU MED INC | 236,623 | $31.2B | 0.07% | |
| 57 | FTAIFTAI AVIATION LTD | 258,801 | $30.7B | 0.07% | |
| 58 | CLVTRIP COM GROUP LTD | 521,186 | $30.6B | 0.07% | |
| 59 | EVREVERCORE INC | 110,404 | $29.7B | 0.07% | |
| 60 | PDDPDD HOLDINGS INC | 279,885 | $29.4B | 0.07% | |
| 61 | ICLRICON PLC | 199,946 | $28.9B | 0.07% | |
| 62 | TTANSERVICETITAN INC | 265,316 | $28.6B | 0.07% | |
| 63 | NBISNEBIUS GROUP N.V. | 521,925 | $27.1B | 0.06% | |
| 64 | AZEKAZEK CO INC | 486,715 | $26.7B | 0.06% | |
| 65 | RMBS*RAMBUS INC DEL | 416,901 | $26.7B | 0.06% | |
| 66 | FIXCOMFORT SYS USA INC | 49,592 | $26.5B | 0.06% | |
| 67 | HQYHEALTHEQUITY INC | 248,950 | $26.1B | 0.06% | |
| 68 | THCTENET HEALTHCARE CORP | 148,141 | $25.7B | 0.06% | |
| 69 | HAYWHAYWARD HLDGS INC | 1,860,744 | $25.7B | 0.06% | |
| 70 | CWKCUSHMAN WAKEFIELD PLC | 2,259,850 | $25.2B | 0.06% | |
| 71 | SKWDSKYWARD SPECIALTY INS GROUP | 439,860 | $25.0B | 0.06% | |
| 72 | DORMDORMAN PRODS INC | 199,900 | $24.9B | 0.06% | |
| 73 | BOOTBOOT BARN HLDGS INC | 159,791 | $24.7B | 0.06% | |
| 74 | LSTRLANDSTAR SYS INC | 170,964 | $23.8B | 0.05% | |
| 75 | CHEFCHEFS WHSE INC | 374,841 | $23.8B | 0.05% | |
| 76 | WIXWIX COM LTD | 149,643 | $23.6B | 0.05% | |
| 77 | WHWYNDHAM HOTELS & RESORTS INC | 287,781 | $23.6B | 0.05% | |
| 78 | —WNS HLDGS LTD | 388,037 | $23.5B | 0.05% | |
| 79 | WTMWHITE MTNS INS GROUP LTD | 13,097 | $23.4B | 0.05% | |
| 80 | RRXREGAL REXNORD CORPORATION | 157,677 | $23.1B | 0.05% | |
| 81 | SMTCSEMTECH CORP | 514,307 | $23.1B | 0.05% | |
| 82 | IPARINTERPARFUMS INC | 174,931 | $23.1B | 0.05% | |
| 83 | VRTSVIRTUS INVT PARTNERS INC | 125,078 | $22.9B | 0.05% | |
| 84 | CVLTCOMMVAULT SYS INC | 130,353 | $22.7B | 0.05% | |
| 85 | WELLWELLTOWER INC | 148,115 | $22.5B | 0.05% | |
| 86 | VRNSVARONIS SYS INC | 434,028 | $21.8B | 0.05% | |
| 87 | BILLBILL HOLDINGS INC | 464,155 | $21.2B | 0.05% | |
| 88 | HLMNHILLMAN SOLUTIONS CORP | 2,956,955 | $21.1B | 0.05% | |
| 89 | 1GSNNOVANTA INC | 158,833 | $20.6B | 0.05% | |
| 90 | KVYOKLAVIYO INC | 619,165 | $20.5B | 0.05% | |
| 91 | IBPINSTALLED BLDG PRODS INC | 114,076 | $20.4B | 0.05% | |
| 92 | PLNTPLANET FITNESS INC | 187,175 | $20.3B | 0.05% | |
| 93 | RHRH | 105,730 | $20.2B | 0.05% | |
| 94 | CHRCHURCHILL DOWNS INC | 199,713 | $20.2B | 0.05% | |
| 95 | SAIASAIA INC | 70,372 | $19.5B | 0.04% | |
| 96 | OLLIOLLIES BARGAIN OUTLET HLDGS | 145,990 | $19.4B | 0.04% | |
| 97 | CWSTCASELLA WASTE SYS INC | 167,213 | $19.3B | 0.04% | |
| 98 | MRCYMERCURY SYS INC | 354,684 | $18.9B | 0.04% | |
| 99 | WEAWESTERN ALLIANCE BANCORP | 234,809 | $18.2B | 0.04% | |
| 100 | TXRHTEXAS ROADHOUSE INC | 96,155 | $18.1B | 0.04% |
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