WCM INVESTMENT MANAGEMENT, LLC Q2 2025 Filing
Filed July 29, 2025
Portfolio Value
$43.8B
Holdings
219
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (219 positions)
| Stock | Value |
|---|---|
SESEA LTD | $4.1B |
SPOTSPOTIFY TECHNOLOGY S A | $2.6B |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $2.3B |
4I1PHILIP MORRIS INTL INC | $2.0B |
APPAPPLOVIN CORP | $2.0B |
IBNICICI BANK LIMITED | $1.8B |
LINLINDE PLC | $1.6B |
CPNGCOUPANG INC | $1.5B |
AMZNAMAZON COM INC | $1.4B |
CPCANADIAN PACIFIC KANSAS CITY | $1.3B |
MLB1MERCADOLIBRE INC | $1.3B |
MNDYMONDAY COM LTD | $1.3B |
ASMLASML HOLDING N V | $1.2B |
WCNWASTE CONNECTIONS INC | $1.2B |
ACGLARCH CAP GROUP LTD | $1.2B |
NVDANVIDIA CORPORATION | $1.0B |
MSFTMICROSOFT CORP | $986.2M |
NUNU HLDGS LTD | $978.1M |
HOODROBINHOOD MKTS INC | $959.4M |
AJGGALLAGHER ARTHUR J & CO | $783.1M |
VVISA INC | $756.0M |
AONAON PLC | $719.7M |
MCKMCKESSON CORP | $710.1M |
TEAMATLASSIAN CORPORATION | $685.6M |
CTVACORTEVA INC | $672.8M |
GDDYGODADDY INC | $661.0M |
LPLALPL FINL HLDGS INC | $631.7M |
GEGE AEROSPACE | $607.9M |
RGAREINSURANCE GRP OF AMERICA I | $521.3M |
VRTXVERTEX PHARMACEUTICALS INC | $513.5M |
STESTERIS PLC | $501.2M |
ILMNILLUMINA INC | $419.6M |
UNHUNITEDHEALTH GROUP INC | $393.0M |
SAPSAP SE | $368.8M |
GEVGE VERNOVA INC | $342.7M |
RACEFERRARI N V | $222.6M |
FRPTFRESHPET INC | $189.7M |
AZNASTRAZENECA PLC | $185.3M |
NVONOVO-NORDISK A S | $180.5M |
UBSUBS GROUP AG | $174.6M |
CRCCANADIAN NAT RES LTD | $145.7M |
CLSCELESTICA INC | $136.5M |
INTRINTER & CO INC | $64.1M |
BAPCREDICORP LTD | $60.3M |
ADUSADDUS HOMECARE CORP | $56.3M |
SNSHARKNINJA INC | $55.6M |
CRSCARPENTER TECHNOLOGY CORP | $55.4M |
TPRTAPESTRY INC | $48.8M |
VRRMVERRA MOBILITY CORP | $46.4M |
PAHUSDELEMENT SOLUTIONS INC | $38.3M |
ENSGENSIGN GROUP INC | $37.8M |
VISTVISTA ENERGY S.A.B. DE C.V. | $37.0M |
STRLSTERLING INFRASTRUCTURE INC | $34.9M |
AITAPPLIED INDL TECHNOLOGIES IN | $33.1M |
PLUSEPLUS INC | $31.7M |
ICUIICU MED INC | $31.2M |
FTAIFTAI AVIATION LTD | $30.7M |
CLVTRIP COM GROUP LTD | $30.6M |
EVREVERCORE INC | $29.7M |
PDDPDD HOLDINGS INC | $29.4M |
ICLRICON PLC | $28.9M |
TTANSERVICETITAN INC | $28.6M |
NBISNEBIUS GROUP N.V. | $27.1M |
AZEKAZEK CO INC | $26.7M |
RMBS*RAMBUS INC DEL | $26.7M |
FIXCOMFORT SYS USA INC | $26.5M |
HQYHEALTHEQUITY INC | $26.1M |
THCTENET HEALTHCARE CORP | $25.7M |
HAYWHAYWARD HLDGS INC | $25.7M |
CWKCUSHMAN WAKEFIELD PLC | $25.2M |
SKWDSKYWARD SPECIALTY INS GROUP | $25.0M |
DORMDORMAN PRODS INC | $24.9M |
BOOTBOOT BARN HLDGS INC | $24.7M |
LSTRLANDSTAR SYS INC | $23.8M |
CHEFCHEFS WHSE INC | $23.8M |
WIXWIX COM LTD | $23.6M |
WHWYNDHAM HOTELS & RESORTS INC | $23.6M |
—WNS HLDGS LTD | $23.5M |
WTMWHITE MTNS INS GROUP LTD | $23.4M |
RRXREGAL REXNORD CORPORATION | $23.1M |
SMTCSEMTECH CORP | $23.1M |
IPARINTERPARFUMS INC | $23.1M |
VRTSVIRTUS INVT PARTNERS INC | $22.9M |
CVLTCOMMVAULT SYS INC | $22.7M |
WELLWELLTOWER INC | $22.5M |
VRNSVARONIS SYS INC | $21.8M |
BILLBILL HOLDINGS INC | $21.2M |
HLMNHILLMAN SOLUTIONS CORP | $21.1M |
1GSNNOVANTA INC | $20.6M |
KVYOKLAVIYO INC | $20.5M |
IBPINSTALLED BLDG PRODS INC | $20.4M |
PLNTPLANET FITNESS INC | $20.3M |
RHRH | $20.2M |
CHRCHURCHILL DOWNS INC | $20.2M |
SAIASAIA INC | $19.5M |
OLLIOLLIES BARGAIN OUTLET HLDGS | $19.4M |
CWSTCASELLA WASTE SYS INC | $19.3M |
MRCYMERCURY SYS INC | $18.9M |
WEAWESTERN ALLIANCE BANCORP | $18.2M |
TXRHTEXAS ROADHOUSE INC | $18.1M |
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