WCM INVESTMENT MANAGEMENT, LLC Q4 2025 Filing
Filed February 9, 2026
Portfolio Value
$48.6B
Holdings
241
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (241 positions)
| Stock | Value |
|---|---|
SESEA LTD | $3.3B |
APPAPPLOVIN CORP | $3.3B |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $2.9B |
ASMLASML HOLDING N V | $2.0B |
4I1PHILIP MORRIS INTL INC | $1.8B |
IBNICICI BANK LIMITED | $1.6B |
STXSEAGATE TECHNOLOGY HLDNGS PL | $1.4B |
AMZNAMAZON COM INC | $1.4B |
SPOTSPOTIFY TECHNOLOGY S A | $1.4B |
LINLINDE PLC | $1.4B |
ACGLARCH CAP GROUP LTD | $1.3B |
NUNU HLDGS LTD | $1.2B |
CPCANADIAN PACIFIC KANSAS CITY | $1.2B |
WDCWESTERN DIGITAL CORP | $1.2B |
CPNGCOUPANG INC | $1.2B |
WCNWASTE CONNECTIONS INC | $1.1B |
SHOPSHOPIFY INC | $1.1B |
FERGFERGUSON ENTERPRISES INC | $993.9M |
MLB1MERCADOLIBRE INC | $985.3M |
MSFTMICROSOFT CORP | $947.2M |
NVDANVIDIA CORPORATION | $849.0M |
CAHCARDINAL HEALTH INC | $835.6M |
MCKMCKESSON CORP | $781.1M |
VVISA INC | $737.7M |
GLWCORNING INC | $730.9M |
GEGE AEROSPACE | $721.0M |
AONAON PLC | $708.0M |
AJGGALLAGHER ARTHUR J & CO | $623.2M |
LPLALPL FINL HLDGS INC | $619.3M |
WELLWELLTOWER INC | $616.9M |
HOODROBINHOOD MKTS INC | $595.5M |
CTVACORTEVA INC | $593.2M |
RGAREINSURANCE GRP OF AMERICA I | $562.9M |
MNDYMONDAY COM LTD | $546.7M |
ILMNILLUMINA INC | $540.5M |
VRTXVERTEX PHARMACEUTICALS INC | $512.3M |
TEVATEVA PHARMACEUTICAL INDS LTD | $439.0M |
GDDYGODADDY INC | $413.7M |
GEVGE VERNOVA INC | $394.2M |
MDLNMEDLINE INC | $307.0M |
SAPSAP SE | $273.9M |
AZNASTRAZENECA PLC | $246.3M |
UBSUBS GROUP AG | $242.4M |
AHRAMERICAN HEALTHCARE REIT INC | $162.7M |
RACEFERRARI N V | $158.1M |
CLSCELESTICA INC | $157.1M |
EFAISHARES TR | $147.2M |
CRCCANADIAN NAT RES LTD | $141.9M |
CRSCARPENTER TECHNOLOGY CORP | $138.2M |
NVONOVO-NORDISK A S | $128.5M |
TPRTAPESTRY INC | $121.6M |
INTRINTER & CO INC | $93.9M |
FIXCOMFORT SYS USA INC | $88.7M |
SNSHARKNINJA INC | $86.5M |
BAPCREDICORP LTD | $82.9M |
THCTENET HEALTHCARE CORP | $80.7M |
FTAIFTAI AVIATION LTD | $76.6M |
AGXARGAN INC | $71.3M |
CXCEMEX SAB DE CV | $70.1M |
EVREVERCORE INC | $35.7M |
ENSGENSIGN GROUP INC | $35.1M |
AITAPPLIED INDL TECHNOLOGIES IN | $34.9M |
ADUSADDUS HOMECARE CORP | $34.2M |
MLCOMELCO RESORTS AND ENTMNT LTD | $31.0M |
VRRMVERRA MOBILITY CORP | $29.4M |
PLUSEPLUS INC | $28.3M |
INDAISHARES TR | $27.0M |
PAHUSDELEMENT SOLUTIONS INC | $26.1M |
PDDPDD HOLDINGS INC | $26.0M |
CWKCUSHMAN AND WAKEFIELD LTD | $24.0M |
ICUIICU MED INC | $23.9M |
1GSNNOVANTA INC | $23.8M |
WINGWINGSTOP INC | $23.3M |
BLDTOPBUILD CORP | $23.0M |
TSEMTOWER SEMICONDUCTOR LTD | $22.4M |
WTMWHITE MTNS INS GROUP LTD | $22.2M |
WWWWOLVERINE WORLD WIDE INC | $22.1M |
KTOSKRATOS DEFENSE & SEC SOLUTIO | $21.8M |
CHEFCHEFS WHSE INC | $21.7M |
HQYHEALTHEQUITY INC | $21.6M |
AEISADVANCED ENERGY INDS | $21.6M |
UMBFUMB FINL CORP | $21.6M |
SMTCSEMTECH CORP | $21.4M |
EGPEASTGROUP PPTYS INC | $21.3M |
TSAACI WORLDWIDE INC | $21.3M |
TXRHTEXAS ROADHOUSE INC | $21.3M |
RRXREGAL REXNORD CORPORATION | $21.2M |
SAIASAIA INC | $20.9M |
AAONAAON INC | $20.8M |
IBPINSTALLED BLDG PRODS INC | $20.7M |
CRLCHARLES RIV LABS INTL INC | $20.6M |
HAYWHAYWARD HLDGS INC | $20.6M |
ACWIISHARES TR | $19.9M |
TTANSERVICETITAN INC | $19.7M |
KSPIKASPI KZ JSC | $19.6M |
YETIYETI HLDGS INC | $19.6M |
MRCYMERCURY SYS INC | $19.6M |
RDNTRADNET INC | $19.2M |
HLMNHILLMAN SOLUTIONS CORP | $19.0M |
PNTGPENNANT GROUP INC | $18.9M |
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