WCM INVESTMENT MANAGEMENT/CA Portfolio Holdings
Q3 2025•228 long positions•$48.1B portfolio value
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Holding252 | Sector | Position↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|
Unknown Unknown | $4.7B 9.84% | — 26.1M shares | 25.8M → 26.1M +$44.6M | +0.95% | — — | Q2 2024 Held for 1y 5m | |
Software - Application Technology | $3.5B 7.32% | 1.46% 4.9M shares | 5.9M → 4.9M −$653.5M | -15.66% | $243.05B Mega Cap | Q1 2024 Held for 1y 8m | |
Semiconductors Technology | $2.8B 5.74% | — 10.1M shares | 10.1M → 10.1M +$8.7M | +0.32% | — — | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $2.4B 5.08% | 1.63% 3.4M shares | 3.4M → 3.4M −$5.1K | -0.0% | $143.63B Large Cap | Q2 2024 Held for 1y 5m | |
Unknown Unknown | $1.9B 3.87% | — 1.9M shares | 1.5M → 1.9M +$371.1M | +24.9% | — — | Q4 2022 Held for 2y 11m | |
Tobacco Consumer Defensive | $1.8B 3.82% | 0.724% 11.3M shares | 11.3M → 11.3M −$785.6K | -0.04% | $252.48B Mega Cap | Q4 2024 Held for 11 months | |
Unknown Unknown | $1.6B 3.42% | — 54.2M shares | 54.5M → 54.2M −$8.7M | -0.53% | — — | Q4 2022 Held for 2y 11m | |
Chemicals - Specialty Basic Materials | $1.6B 3.35% | 0.722% 3.4M shares | 3.4M → 3.4M −$8.8M | -0.54% | $222.73B Mega Cap | Q4 2022 Held for 2y 11m | |
Specialty Retail Consumer Cyclical | $1.6B 3.35% | 2.69% 49.0M shares | 49.2M → 49.0M −$5.0M | -0.31% | $58.7B Large Cap | Q3 2021 Held for 4y 2m | |
Specialty Retail Consumer Cyclical | $1.4B 2.86% | 0.058% 6.2M shares | 6.2M → 6.2M +$5.8M | +0.42% | $2.34T Mega Cap | Q1 2013 Held for 12y 8m | |
Specialty Retail Consumer Cyclical | $1.2B 2.59% | 0.981% 497.5K shares | 495.7K → 497.5K +$4.6M | +0.37% | $118.48B Large Cap | Q1 2013 Held for 12y 8m | |
Railroads Industrials | $1.2B 2.56% | 1.82% 16.7M shares | 16.7M → 16.7M +$716.7K | +0.06% | $68.4B Large Cap | Q3 2013 Held for 12y 2m | |
Insurance - Diversified Financial Services | $1.2B 2.53% | 3.62% 13.5M shares | 13.4M → 13.5M +$15.4M | +1.29% | $33.9B Large Cap | Q1 2023 Held for 2y 8m | |
Banks - Diversified Financial Services | $1.2B 2.47% | 1.54% 74.5M shares | 73.8M → 74.5M +$10.5M | +0.89% | $77.4B Large Cap | Q4 2023 Held for 1y 11m | |
Computer Hardware Technology | $1.2B 2.47% | 2.43% 5.2M shares | 0 → 5.2M +$1.2B | New | $50.3B Large Cap | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $1.2B 2.46% | 0.972% 8.6M shares | 11.6M → 8.6M −$398.3M | -25.21% | $127.24B Large Cap | Q1 2025 Held for 8 months | |
Waste Management Industrials | $1.1B 2.34% | 2.51% 6.5M shares | 6.5M → 6.5M −$6.9M | -0.61% | $45.2B Large Cap | Q2 2022 Held for 3y 5m | |
Software - Infrastructure Technology | $1.0B 2.09% | 0.026% 2.0M shares | 2.0M → 2.0M −$17.3M | -1.69% | $3.85T Mega Cap | Q1 2022 Held for 3y 8m | |
Software - Application Technology | $843.5M 1.76% | 8.12% 4.2M shares | 4.1M → 4.2M +$23.3M | +2.83% | $10.0B Mid Cap | Q1 2024 Held for 1y 8m | |
Semiconductors Technology | $835.6M 1.74% | 0.019% 4.6M shares | 6.5M → 4.6M −$341.1M | -28.99% | $4.54T Mega Cap | Q2 2023 Held for 2y 5m | |
Computer Hardware Technology | $791.3M 1.65% | 1.95% 6.8M shares | 0 → 6.8M +$791.3M | New | $41.7B Large Cap | Q3 2025 Held for 2 months | |
Insurance - Brokers Financial Services | $743.5M 1.55% | 0.949% 2.4M shares | 2.5M → 2.4M −$10.0M | -1.33% | $79.4B Large Cap | Q3 2022 Held for 3y 2m | |
Medical - Distribution Healthcare | $736.0M 1.53% | 0.777% 966.1K shares | 978.3K → 966.1K −$9.3M | -1.25% | $96.1B Large Cap | Q3 2022 Held for 3y 2m | |
Financial - Credit Services Financial Services | $727.4M 1.51% | 0.11% 2.1M shares | 2.2M → 2.1M −$10.3M | -1.39% | $662.60B Mega Cap | Q1 2016 Held for 9y 8m | |
Insurance - Brokers Financial Services | $722.7M 1.5% | 0.945% 2.0M shares | 2.0M → 2.0M −$851.1K | -0.12% | $76.9B Large Cap | Q3 2020 Held for 5y 2m | |
Aerospace & Defense Industrials | $691.3M 1.44% | 0.222% 2.4M shares | 2.4M → 2.4M −$10.1M | -1.44% | $319.00B Mega Cap | Q4 2023 Held for 1y 11m | |
Hardware, Equipment & Parts Technology | $676.9M 1.41% | 0.985% 8.4M shares | 0 → 8.4M +$676.9M | New | $70.3B Large Cap | Q3 2025 Held for 2 months | |
Agricultural Inputs Basic Materials | $605.4M 1.26% | 1.32% 8.9M shares | 9.0M → 8.9M −$7.6M | -1.23% | $45.9B Large Cap | Q3 2022 Held for 3y 2m | |
Financial - Capital Markets Financial Services | $593.7M 1.24% | 2.18% 1.7M shares | 1.7M → 1.7M +$4.2M | +0.71% | $26.6B Large Cap | Q2 2022 Held for 3y 5m | |
Software - Infrastructure Technology | $529.4M 1.1% | 2.7% 3.7M shares | 3.7M → 3.7M +$9.4M | +1.8% | $18.9B Large Cap | Q1 2020 Held for 5y 8m | |
Insurance - Reinsurance Financial Services | $519.4M 1.08% | 4.14% 2.7M shares | 2.6M → 2.7M +$17.9M | +3.58% | $12.7B Large Cap | Q2 2024 Held for 1y 5m | |
Biotechnology Healthcare | $454.7M 0.946% | 0.449% 1.2M shares | 1.2M → 1.2M −$5.4M | -1.16% | $100.41B Large Cap | Q4 2024 Held for 11 months | |
Medical - Healthcare Plans Healthcare | $433.1M 0.901% | 0.139% 1.3M shares | 1.3M → 1.3M −$5.8M | -1.32% | $312.73B Mega Cap | Q2 2022 Held for 3y 5m | |
Renewable Utilities Utilities | $410.7M 0.854% | 0.25% 681.7K shares | 659.5K → 681.7K +$13.4M | +3.37% | $167.39B Large Cap | Q2 2024 Held for 1y 5m | |
Medical - Diagnostics & Research Healthcare | $384.2M 0.799% | 2.72% 4.2M shares | 4.4M → 4.2M −$22.5M | -5.53% | $14.6B Large Cap | Q3 2018 Held for 7y 2m | |
Unknown Unknown | $322.3M 0.671% | — 1.2M shares | 1.2M → 1.2M −$841.6K | -0.26% | — — | Q4 2024 Held for 11 months | |
Medical - Devices Healthcare | $287.6M 0.598% | 1.19% 1.2M shares | 2.1M → 1.2M −$227.5M | -44.17% | $24.4B Large Cap | Q2 2018 Held for 7y 5m | |
Banks - Diversified Financial Services | $215.6M 0.449% | 0.165% 5.2M shares | 5.2M → 5.2M −$166.0K | -0.08% | $129.94B Large Cap | Q2 2023 Held for 2y 5m | |
Auto - Manufacturers Consumer Cyclical | $209.0M 0.435% | 0.244% 433.6K shares | 453.2K → 433.6K −$9.4M | -4.32% | $86.3B Large Cap | Q1 2020 Held for 5y 8m | |
Unknown Unknown | $197.5M 0.411% | — 2.7M shares | 2.7M → 2.7M +$791.5K | +0.4% | — — | Q4 2022 Held for 2y 11m | |
Hardware, Equipment & Parts Technology | $174.4M 0.363% | 0.617% 709.2K shares | 894.0K → 709.2K −$45.4M | -20.67% | $28.3B Large Cap | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $151.6M 0.315% | — 2.7M shares | 2.6M → 2.7M +$5.4M | +3.7% | — — | Q4 2022 Held for 2y 11m | |
Oil & Gas Exploration & Production Energy | $149.7M 0.312% | 0.223% 4.6M shares | 4.6M → 4.6M +$23.4K | +0.02% | $66.5B Large Cap | Q3 2022 Held for 3y 2m | |
Medical - Care Facilities Healthcare | $102.7M 0.214% | 0.577% 510.2K shares | 148.1K → 510.2K +$72.9M | +244.42% | $17.9B Large Cap | Q2 2025 Held for 5 months | |
Banks - Regional Financial Services | $98.1M 0.204% | 2.41% 10.6M shares | 8.7M → 10.6M +$17.3M | +21.34% | $4.1B Mid Cap | Q1 2024 Held for 1y 8m | |
Luxury Goods Consumer Cyclical | $90.8M 0.189% | 0.394% 815.0K shares | 560.1K → 815.0K +$28.4M | +45.52% | $23.4B Large Cap | Q1 2025 Held for 8 months | |
Manufacturing - Metal Fabrication Industrials | $86.3M 0.179% | 0.717% 357.5K shares | 200.9K → 357.5K +$37.8M | +77.91% | $12.2B Large Cap | Q3 2024 Held for 1y 2m | |
Furnishings, Fixtures & Appliances Consumer Cyclical | $70.3M 0.146% | 0.469% 661.5K shares | 575.9K → 661.5K +$9.1M | +14.88% | $14.6B Large Cap | Q3 2024 Held for 1y 2m | |
Banks - Regional Financial Services | $68.9M 0.143% | 0.324% 257.5K shares | 269.2K → 257.5K −$3.1M | -4.34% | $21.1B Large Cap | Q1 2017 Held for 8y 8m | |
Engineering & Construction Industrials | $64.8M 0.135% | 0.229% 80.8K shares | 49.6K → 80.8K +$25.0M | +62.98% | $29.1B Large Cap | Q2 2024 Held for 1y 5m |
