WCM INVESTMENT MANAGEMENT, LLC
SEC Form 13F institutional filer · CIK 0001061186
13F-HR · 57 reported holdings · 2026-03-31
Asset management firm.
Reported long-US-equity value
$22.79B
Top-10 concentration
61.0%
WCM INVESTMENT MANAGEMENT, LLC — $22.8B AUM allocation strategy
WCM INVESTMENT MANAGEMENT, LLC files SEC Form 13F and reports $22.8B of long US equity value across 57 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 25.1%, followed by Health Care 11.4% and Financials 10.8%.
The top 10 holdings account for 61% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
WCM INVESTMENT MANAGEMENT, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$22.8B
total across 57 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
61% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SLB +835K sh · +$44.4M+$APP +245K sh · −$1.44B+$TPR +191K sh · +$33.1M
Biggest trims (shares)
−$HOOD −2.45M sh · −$419M−$STX −808K sh · +$132M−$ACGL −682K sh · −$79M
Exited to nil (held last quarter, gone now)
$GEV ($394M last qtr)$CRL ($20.6M last qtr)$TT ($9.29M last qtr)$BLK ($6.68M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals14.2%—
- Advertising8.1%—
- Tobacco7.8%—
- Health Care Distributors7.1%—
- Industrial Gases7.1%—
- Broadline Retail5.5%—
- Property & Casualty Insurance5.3%—
- Electronic Components4.6%—
- Other holdings40.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $APP | Applovin Corporation | 5M | $1.86B | +245K | 8.2% |
| $PM | Philip Morris International Inc | 10.8M | $1.78B | -22.4K | 7.8% |
| $WDC | Western Digital Corporation | 6.56M | $1.65B | -129K | 7.2% |
| $LIN | Linde plc | 3.23M | $1.62B | -39.1K | 7.1% |
| $STX | Seagate Technology Holdings PLC | 4.35M | $1.58B | -808K | 6.9% |
| $AMZN | Amazon.com Inc | 6.17M | $1.24B | +28.4K | 5.4% |
| $ACGL | Arch Capital Group Ltd | 12.6M | $1.21B | -682K | 5.3% |
| $GLW | Corning Incorporated | 8.11M | $1.04B | -118K | 4.6% |
| $FERG | Ferguson Enterprises Inc | 4.35M | $973M | -57.7K | 4.3% |
| $MDT | Medtronic plc | 11.3M | $966M | — | 4.2% |
…and 47 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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