1y return+23.8%S&P 500 +20.9%
3y return+80.4%S&P 500 +68.5%
5y return+55.2%S&P 500 +74.5%
10y return+353.4%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $453 against $357 in the S&P 500.2
Wcm Investment Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Seagate Technology Hldngs PlCUSIP G7997R103 | $5.2B | 9.3% | +22.4% |
| TSMTaiwan Semiconductor Manufac | $4.2B | 7.6% | |
| SESea Ltd | $3.1B | 5.7% | |
| Asml Hldg NvCUSIP N07059210 | $2.7B | 4.9% | −4.9% |
| PMPhilip Morris Intl Inc | $1.9B | 3.4% | −4.4% |
| APPApplovin Corp | $1.9B | 3.4% | −25.8% |
| Linde PLCCUSIP G54950103 | $1.6B | 3.0% | −1.4% |
| AMZNAmazon Com Inc | $1.5B | 2.8% | +4.4% |
| GLWCorning Inc | $1.5B | 2.8% | −26.8% |
| IBNIcici Bank Limited | $1.5B | 2.7% | −1.4% |
| Teva Pharmaceutical Inds LtdCUSIP 881624209 | $1.4B | 2.5% | +1.2% |
| CPCanadian Pacific Kansas City | $1.3B | 2.4% | −5.0% |
| Spotify Technology S ACUSIP L8681T102 | $1.3B | 2.4% | +17.6% |
| Arch Cap Group LtdCUSIP G0450A105 | $1.2B | 2.1% | −5.0% |
| ILMNIllumina Inc | $1.1B | 2.0% | +4.8% |
| WDCWestern Digital Corp | $1.1B | 1.9% | −75.1% |
| METAMeta Platforms Inc | $1.0B | 1.9% | +8380.4% |
| FERGFerguson Enterprises Inc | $998.0M | 1.8% | −3.8% |
| Nu Hldgs LtdCUSIP G6683N103 | $977.5M | 1.8% | +2.2% |
| CAHCardinal Health Inc | $971.4M | 1.8% | +2.6% |
| NVDANvidia Corporation | $929.5M | 1.7% | +2.1% |
| Medtronic PLCCUSIP G5960L103 | $876.1M | 1.6% | −3.9% |
| WELLWelltower Inc | $762.2M | 1.4% | +2.8% |
| CTVACorteva Inc | $745.3M | 1.4% | +2.6% |
| MSFTMicrosoft Corp | $728.1M | 1.3% | +2.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| TSMTaiwan Semiconductor Manufac | June 30, 2020 | +741.2% | $4.2B |
| APPApplovin Corp | March 31, 2024 | +644.3% | $1.9B |
| Asml Hldg NvCUSIP N07059210 | June 30, 2020 | +440.6% | $2.7B |
| WDCWestern Digital Corp | September 30, 2025 | +432.0% | $1.1B |
| NVDANvidia Corporation | June 30, 2023 | +373.0% | $929.5M |
| Seagate Technology Hldngs PlCUSIP G7997R103 | September 30, 2025 | +308.8% | $5.2B |
| GLWCorning Inc | September 30, 2025 | +211.4% | $1.5B |
| GEGe Aerospace | December 31, 2023 | +192.8% | $605.8M |
| Ubs Group AgCUSIP H42097107 | June 30, 2023 | +144.5% | $304.4M |
| MCKMckesson Corp | September 30, 2022 | +122.3% | $716.0M |
Sold off last quarter
- SAPSap Se was $140.3M
- INDAIshares Tr was $18.7M
- Topbuild CorCUSIP 89055F103 was $17.7M
- SIISprott Inc was $17.1M
- PRIMPrimoris Svcs Corp was $16.7M
- HQYHealthequity Inc was $15.8M
- RHRh was $12.7M
- VRRMVerra Mobility Corp was $12.1M
- YETIYeti Hldgs Inc was $9.1M
- IPARInterparfums Inc was $8.8M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +25.7% | +14.8% |
| March 31, 2026 | −4.4% | −4.6% |
| December 31, 2025 | −3.7% | +2.4% |
| September 30, 2025 | +6.9% | +7.8% |
| June 30, 2025 | +14.5% | +10.5% |
| March 31, 2025 | −1.2% | −4.6% |
| December 31, 2024 | +2.4% | +2.1% |
| September 30, 2024 | +6.2% | +5.4% |
| June 30, 2024 | −0.2% | +4.0% |
| March 31, 2024 | +10.6% | +10.0% |
| December 31, 2023 | +10.8% | +11.2% |
| September 30, 2023 | −3.2% | −3.6% |
| June 30, 2023 | +6.0% | +8.3% |
| March 31, 2023 | +8.1% | +7.0% |
| December 31, 2022 | +4.9% | +7.1% |
| September 30, 2022 | −4.7% | −5.3% |
| June 30, 2022 | −18.9% | −16.5% |
| March 31, 2022 | −15.7% | −4.9% |
| December 31, 2021 | +7.1% | +10.7% |
| September 30, 2021 | +2.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Wcm Investment Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1061186&type=13F-HR&dateb=&owner=include&count=40CIK 1061186
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1061186/000106299326004287/Filed August 13, 2026 · accession 0001062993-26-004287