Fund Holdings — WCM INVESTMENT MANAGEMENT, LLC

Total Portfolio Value
$43.81B
Total Bought
$6.96B
Total Sold
$9.16B
Net Transaction
-$2.20B
Filing Period:
Securities
▲▼
SharesValue ($K)
Q4 2025
▲▼
Q1 2026
▲▼
Change
▲▼
Q4 2025
▲▼
Q1 2026
▲▼
Weight (%)
▲▼
Change
▲▼
MEDTRONIC PLC(MDT)011,265,714+11,265,7140965,9222.20%+965,922
TEVA PHARMACEUTICAL INDS LTD(TEVA)14,007,07840,820,600+26,813,522438,9821,157,2642.64%+718,282
C H ROBINSON WORLDWIDE IN(CHRW)03,581,536+3,581,5360579,9221.32%+579,922
WESTERN DIGITAL CORP(WDC)6,691,2096,561,810-129,3991,178,0541,651,4113.77%+473,356
CORNING INC(GLW)8,224,7708,106,869-117,901730,8531,042,1382.38%+311,285
NOVARTIS AG(NVS)01,463,180+1,463,1800220,0040.50%+220,004
LINDE PLC(LIN)3,274,0483,234,984-39,0641,402,4711,615,0983.69%+212,627
ILLUMINA INC(ILMN)4,071,3255,923,173+1,851,848540,468715,5791.63%+175,110
BROOKDALE SR LIVING INC(BKD)012,812,004+12,812,0040171,6810.39%+171,681
BRITISH AMERN TOB PLC(BTI)59,0752,362,818+2,303,7433,341137,6580.31%+134,317
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
5,154,8724,346,852-808,0201,443,7771,575,4303.60%+131,653
CORTEVA INC(CTVA)8,805,2848,712,618-92,666593,212722,7121.65%+129,500
LLOYDS BANKING GROUP PLC(LYG)026,548,234+26,548,2340128,2280.29%+128,228
CANADIAN NAT RES LTD MED TER(CNQ)4,183,9995,122,209+938,210141,879252,8830.58%+111,004
ACM RESH INC(ACMR)10,9601,860,874+1,849,91444170,5830.16%+70,142
GDS HLDGS LTD(GDS)01,733,937+1,733,937068,0920.16%+68,092
COMFORT SYS USA INC(FIX)93,706116,698+22,99288,733148,5780.34%+59,845
COMPANHIA DE SANEAMENTO BASI(SBS)442,6832,198,987+1,756,30410,68664,7160.15%+54,030
SLB LIMITED(SLB)107,410942,864+835,4544,14148,5860.11%+44,445
BAIDU INC42,564454,295+411,7315,63548,4280.11%+42,793
BUNGE GLOBAL SA(BG)0326,216+326,216041,1950.09%+41,195
COMPASS INC(COMP)06,014,373+6,014,373041,1380.09%+41,138
NEBIUS GROUP N.V.(NBIS)163,365595,840+432,47513,91454,9720.13%+41,058
CARPENTER TECHNOLOGY CORP(CRS)433,914478,314+44,400138,245177,3160.40%+39,071
CANADIAN PACIFIC KANSAS CITY(CP)16,306,93816,084,320-222,6181,211,4421,246,8562.85%+35,414
CAMECO CORP(CCJ)0343,656+343,656035,3420.08%+35,342
BROOKFIELD CORP(BN)199,1161,103,817+904,7019,21742,7400.10%+33,523
TAPESTRY INC(TPR)939,1431,130,317+191,174121,647154,7630.35%+33,116
PHILIP MORRIS INTL INC(PM)10,806,21710,783,780-22,4371,750,0671,777,4904.06%+27,424
SONY GROUP CORP(SONY)445,5571,949,592+1,504,03511,46038,8360.09%+27,376
KB FINL GROUP INC(KB)0251,197+251,197024,4970.06%+24,497
PAYPAY CORP(PAYP)01,173,183+1,173,183024,2380.06%+24,238
CHUBB LTD SWITZ
COM
21,52493,010+71,4866,76230,2610.07%+23,499
ALIBABA GROUP HLDG LTD(BABA)55,789249,736+193,9478,22130,4630.07%+22,242
KASPI KZ JSC(KSPI)248,086571,412+323,32619,61141,2670.09%+21,656
MCKESSON CORP(MCK)944,071932,121-11,950781,058801,8011.83%+20,743
WELLTOWER INC(WELL)3,281,5373,256,983-24,554616,929636,0891.45%+19,160
FEDEX CORP(FDX)051,533+51,533017,6120.04%+17,612
FORGENT POWER SOLUTIONS INC(FPS)0625,078+625,078017,4830.04%+17,483
SPROTT INC(SII)0127,000+127,000017,0680.04%+17,068
GLOBUS MED INC(GMED)0203,145+203,145016,9650.04%+16,965
PRIMORIS SVCS CORP(PRIM)0124,224+124,224016,6960.04%+16,696
HUNTINGTON INGALLS INDS INC(HII)044,140+44,140016,2910.04%+16,291
DONALDSON INC(DCI)0192,822+192,822015,9290.04%+15,929
MDA SPACE LTD(MDA)0661,720+661,720015,6160.04%+15,616
KANZHUN LIMITED(BZ)322,2881,529,841+1,207,5536,59120,4080.05%+13,817
FABRINET(FN)027,420+27,420013,4870.03%+13,487
NEXTPOWER INC093,922+93,922010,5670.02%+10,567
TAIWAN SEMICONDUCTOR MANUFAC(TSM)9,819,1969,327,592-491,6042,941,6352,952,1836.74%+10,548
OMNICELL COM(OMCL)0302,411+302,41109,7830.02%+9,783
ADVANCED ENERGY INDS101,39298,692-2,70021,63829,4390.07%+7,801
PDD HOLDINGS INC(PDD)228,515341,815+113,30026,01233,6410.08%+7,630
POWER INTEGRATIONS INC(POWI)0156,928+156,92807,5140.02%+7,514
HALEON PLC(HLN)1,013,2421,725,059+711,81710,21317,2510.04%+7,037
MIZUHO FINANCIAL GROUP INC(MFG)0919,208+919,20807,0140.02%+7,014
GENIUS SPORTS LIMITED
SHARES CL A
477,5472,917,437+2,439,8905,43012,3700.03%+6,940
KLA CORP(KLAC)04,912+4,91206,7910.02%+6,791
KADANT INC(KAI)023,085+23,08506,5770.02%+6,577
VAXCYTE INC(PCVX)0112,631+112,63106,1900.01%+6,190
WHEATON PRECIOUS METALS CORP(WPM)049,498+49,49806,1230.01%+6,123
LIMBACH HLDGS INC(LMB)078,381+78,38106,0670.01%+6,067
APOGEE THERAPEUTICS INC(APGE)076,030+76,03005,9850.01%+5,985
PATHWARD FINANCIAL INC(CASH)062,463+62,46305,4880.01%+5,488
GROUP 1 AUTOMOTIVE INC(GPI)015,359+15,35905,0490.01%+5,049
ENERGY FUELS INC(UUUU)323,002582,845+259,8434,5909,5940.02%+5,004
VISTA ENERGY S.A.B. DE C.V.(VIST)345,090283,626-61,46416,72721,7120.05%+4,985
CCC INTELLIGENT SOLUTIONS HL(CCC)0853,796+853,79604,9780.01%+4,978
LIVE OAK BANCSHARES INC(LOB)0153,534+153,53404,9550.01%+4,955
PALVELLA THERAPEUTICS INC NE(PVLA)039,964+39,96404,4220.01%+4,422
AXOGEN INC(AXGN)400,616559,530+158,91413,11217,5240.04%+4,412
KYMERA THERAPEUTICS INC(KYMR)105,194152,381+47,1878,21812,1110.03%+3,893
REINSURANCE GROUP AMER INC(RGA)2,747,9392,830,620+82,681562,943566,8031.29%+3,861
GUARDANT HEALTH INC(GH)107,931169,731+61,80010,85814,6310.03%+3,773
BOOT BARN HLDGS INC87,455133,012+45,55715,59018,6140.04%+3,024
MASTEC INC(MTZ)09,576+9,57602,9280.01%+2,928
DUCOMMUN INC DEL(DCO)126,746121,769-4,97712,06014,2590.03%+2,199
RENTOKIL INITIAL PLC(RTO)212,333276,216+63,8836,3498,4440.02%+2,095
QXO INC(QXO)0108,491+108,49101,9760.00%+1,976
MADRIGAL PHARMACEUTICALS INC(MDGL)17,25423,560+6,30610,07211,9060.03%+1,834
AXOS FINANCIAL INC(AX)69,97195,366+25,3956,0717,9040.02%+1,833
ITRON INC(ITRI)58,31887,175+28,8575,4957,3120.02%+1,817
SANDISK CORP(SNDK)02,665+2,66501,5260.00%+1,526
RHYTHM PHARMACEUTICALS INC(RYTM)44,80580,620+35,8154,7836,2280.01%+1,445
GUIDEWIRE SOFTWARE INC(GWRE)09,584+9,58401,3890.00%+1,389
PLANET FITNESS MASTER ISSUER(PLNT)167,437265,134+97,69718,28419,5480.04%+1,264
AVIENT CORPORATION(AVNT)440,663424,550-16,11313,88115,0890.03%+1,208
CREDICORP LTD(BAP)285,999262,968-23,03182,94084,0000.19%+1,060
TYLER TECHNOLOGIES INC(TYL)03,012+3,01201,0280.00%+1,028
TRIUMPH FINANCIAL INC89,660117,512+27,8525,6416,6450.02%+1,004
HENRY JACK & ASSOC INC(JKHY)06,373+6,37309970.00%+997
MANHATTAN ASSOCIATES INC(MANH)07,510+7,51009800.00%+980
QCR HLDGS INC(QCRH)60,98671,300+10,3145,0496,0180.01%+969
TEXAS ROADHOUSE INC(TXRH)127,100136,387+9,28721,27722,1380.05%+862
JBT MAREL CORPORATION(JBTM)06,494+6,49407970.00%+797
ALPHABET INC(GOOG)1,0033,886+2,8833151,0630.00%+748
DOLBY LABORATORIES INC(DLB)012,287+12,28707160.00%+716
AECOM(ACM)08,207+8,20706830.00%+683
VALERO ENERGY CORP(VLO)02,549+2,54906380.00%+638
AXSOME THERAPEUTICS INC.(AXSM)112,058107,817-4,24116,67317,3050.04%+632
MEDLINE INC(MDLN)7,324,5837,218,731-105,852307,047307,6620.70%+616
Page 1 of 3
WCM INVESTMENT MANAGEMENT, LLC — 13F Holdings — Q1 2026 | TickerTrail