WCM Investment Management
WCM Investment Management
Period
Q1 2026
Portfolio Date
Mar 31, 2026
Stocks Held
263
Market Value
$43.8B
Portfolio Analysis
AIPreviewI. Institutional Overview
WCM Investment Management, a globally recognized investment firm headquartered in Laguna Beach, California, has long been distinguished by its singular focus on two primary pillars: the trajectory of a company’s competitive advantage (its "moat") and the alignment of corporate culture with that moat. As of the first quarter of 2026, the firm’s 13F filing...
The current portfolio scale indicates a period of strategic consolidation and selective expansion. A portfolio value exceeding $43 billion places WCM in the upper echelon of institutional managers, where liquidity considerations and the ability to move the needle on performance require a disciplined approach to position sizing. The presence of 263 stocks...
WCM’s investment style is often described as "Quality Growth," but the Q1 2026 data suggests a more nuanced evolution. The firm is not merely chasing growth for growth’s sake; rather, it is navigating a complex macroeconomic environment characterized by shifting interest rate expectations and the transformative impact of artificial intelligence. The...
Based on the latest available 13F filing.
Open full report in appHoldings Value Trend
Q2 2024
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Top 5 Holdings
$TSM
Taiwan Semiconductor Manufacturing Company Limited
6.7%
% of Portfolio
$SE
Sea Limited
6.0%
% of Portfolio
$ASML
ASML Holding N.V.
4.4%
% of Portfolio
$APP
AppLovin Corporation
4.3%
% of Portfolio
$PM
Philip Morris International Inc.
4.1%
% of Portfolio
Historical Positions
| Symbol | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|
| TSM | 6.7% | 6.1% | 5.7% | 5.3% |
| SE | 6.0% | 6.8% | 9.8% | 9.4% |
| ASML | 4.4% | 4.2% | 3.9% | - |
| APP | 4.3% | 6.8% | 7.3% | 4.5% |
| PM | 4.1% | 3.6% | 3.8% | 4.7% |
| WDC | 3.8% | - | - | - |
| LIN | 3.7% | 2.9% | 3.4% | 3.6% |
| STX | 3.6% | 3.0% | - | - |
| IBN | 3.0% | 3.3% | 3.4% | 4.2% |
| CP | 2.9% | - | - | 3.0% |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
Sector Analysis
All Holdings
$TSM
6.7%
$SE
6.0%
$ASML
4.4%
$APP
4.3%
$PM
4.1%
$WDC
3.8%
$LIN
3.7%
$STX
3.6%
$IBN
3.0%
$CP
2.9%
$AMZN
2.8%
$ACGL
2.8%
$TEVA
2.6%
$SPOT
2.6%
$GLW
2.4%
$NU
2.3%
$FERG
2.2%
$MDT
2.2%
$CAH
1.9%
$MCK
1.8%
$NVDA
1.8%
$SHOP
1.7%
$CTVA
1.6%
$ILMN
1.6%
$MSFT
1.6%
$WELL
1.4%
$AON
1.4%
$WCN
1.4%
$GE
1.4%
$V
1.4%
$CHRW
1.3%
$RGA
1.3%
$LPLA
1.2%
$AJG
1.2%
$VRTX
1.1%
$MDLN
0.7%
$GDDY
0.6%
$CNQ
0.6%
$NVS
0.5%
$UBS
0.5%
$CRS
0.4%
$HOOD
0.4%
$BKD
0.4%
$AHR
0.4%
$TPR
0.3%
$FIX
0.3%
$SAP
0.3%
$BTI
0.3%
$LYG
0.3%
$BAP
0.2%