WCM INVESTMENT MANAGEMENT, LLC
CIK 1061186
13F filing for Q2 2026・No. 192
- Holdings
- US$55.16B
- Quarter change
- +US$11.35B
- Entries
- 313
- Net bought (estimate)
- —
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
No filing the quarter before to compare with.
Largest holdings
266 stocks worth US$55.16B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| STXSEAGATE TECHNOLOGY HLDNGS PLORD SHS | — | 5,320,463 | US$5.15B | 9.34% |
| TSMTSMC ADRSPONSORED ADS | — | 9,261,509 | US$4.21B | 7.64% |
| SESEA LTDSPONSORD ADS | — | 33,881,192 | US$3.15B | 5.71% |
| ASMLASML HLDG NVN Y REGISTRY SHS | — | 1,449,003 | US$2.73B | 4.95% |
| PMPHILIP MORRIS INTL INCCOM | — | 10,304,779 | US$1.88B | 3.42% |
| APPAPPLOVIN CORPCOM CL A | — | 3,709,328 | US$1.85B | 3.35% |
| LINLINDE PLCSHS | — | 3,191,132 | US$1.63B | 2.96% |
| AMZNAmazonCOM | — | 6,437,619 | US$1.55B | 2.80% |
| GLWCORNING INCCOM | — | 5,932,726 | US$1.52B | 2.75% |
| IBNICICI BANK LIMITEDADR | — | 51,506,124 | US$1.51B | 2.74% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.