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WCM INVESTMENT MANAGEMENT, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
WCM INVESTMENT MANAGEMENT, LLC
报告期 2026-03-31 · CIK 0001061186
持仓数
263
前50大市值合计
$41.10B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 15
增持 102
减持 23
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
—
ATLASSIAN CORP PLC
+$1.50B
4,498,177
增持
—
ICON PLC
+$1.03B
7,160,289
+75%
减持
HDB
HDFC BANK LTD
-$897.4M
16,728,218
-42%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
—
CANADIAN PAC RY LTD
-$368.7M
32,046,704
+0%
增持
RGEN
REPLIGEN CORP
+$366.2M
1,310,612
+1983%
建仓
FND
FLOOR & DECOR HLDGS INC
+$354.7M
2,936,786
建仓
—
LAM RESEARCH CORP
+$296.5M
521,021
清仓
SNPS
SYNOPSYS INC
-$293.8M
0
-100%
增持
LULU
LULULEMON ATHLETICA INC
+$232.3M
5,475,271
+1%
增持
NOW
SERVICENOW INC
+$225.9M
808,335
+60%
减持
—
AON PLC
+$207.9M
4,587,280
-1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$193.1M
26,061,675
+1%
减持
—
ASML HOLDING N V
+$181.5M
3,588,739
-1%
减持
EPAM
EPAM SYS INC
+$173.0M
3,060,268
-1%
增持
SHOP
SHOPIFY INC
-$169.8M
2,032,150
+2%
减持
RMD
RESMED INC
+$150.2M
9,087,511
-0%
减持
—
ACCENTURE PLC IRELAND
+$144.8M
6,054,521
-0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$112.8M
1,077,869
+8%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$96.5M
1,845,732
+9%
增持
MSCI
MSCI INC
+$78.8M
689,552
+8%
增持
—
ALCON AG
+$78.2M
6,499,144
+3%
减持
MELI
MERCADOLIBRE INC
+$78.1M
1,645,245
-5%
减持
BABA
ALIBABA GROUP HLDG LTD
-$70.7M
681,702
-10%
增持
SYK
STRYKER CORPORATION
+$70.4M
2,947,460
+8%
增持
APH
AMPHENOL CORP NEW
+$65.1M
6,768,300
+8%
增持
SHW
SHERWIN WILLIAMS CO
+$63.1M
2,186,469
+9%
增持
COST
COSTCO WHSL CORP NEW
+$56.7M
720,088
+7%
增持
FRCB
FIRST REP BK SAN FRANCISCO C
+$55.6M
2,791,538
+8%
建仓
—
STEVANATO GROUP S P A
+$55.2M
2,181,470
增持
—
GLOBANT S A
+$49.8M
333,997
+66%
减持
—
YANDEX N V
-$46.2M
1,332,534
-38%
建仓
—
THOUGHTWORKS HOLDING INC
+$43.4M
1,511,548
增持
FICO
FAIR ISAAC CORP
-$39.4M
585,946
+8%
建仓
FRSH
FRESHWORKS INC
+$38.3M
897,153
建仓
CPNG
COUPANG INC
+$38.1M
1,368,304
增持
ENTG
ENTEGRIS INC
+$35.0M
2,735,380
+9%
建仓
VLRS
CONTROLADORA VUELA COMP DE A
+$29.0M
1,331,887
清仓
MANH
MANHATTAN ASSOCIATES INC
-$26.4M
0
-100%
清仓
—
GLOBAL E ONLINE LTD
-$23.0M
0
-100%
减持
—
STERIS PLC
-$22.4M
6,812,709
-1%
增持
—
FERRARI N V
+$22.3M
2,386,044
+3%
建仓
OLLI
OLLIES BARGAIN OUTLET HLDGS
+$20.6M
341,379
减持
JLL
JONES LANG LASALLE INC
-$17.3M
7,536
-92%
增持
CHD
CHURCH & DWIGHT INC
+$15.8M
3,889,386
+9%
增持
AZTA
BROOKS AUTOMATION INC NEW
+$15.3M
185,366
+378%
清仓
WWD
WOODWARD INC
-$14.5M
0
-100%
增持
ICUI
ICU MED INC
+$13.8M
115,913
+80%
清仓
—
MEDALLIA INC
-$13.8M
0
-100%
增持
CALY
CALLAWAY GOLF CO
+$13.4M
483,373
+20%
增持
V
VISA INC
+$13.3M
2,180,771
+8%
建仓
SAIA
SAIA INC
+$13.1M
54,919
建仓
WSC
WILLSCOT MOBIL MINI HLDNG CO
+$12.7M
399,514
增持
—
CUSHMAN WAKEFIELD PLC
+$12.2M
1,775,932
+49%
建仓
—
SMARTSHEET INC
+$11.2M
162,370
清仓
GKOS
GLAUKOS CORP
-$10.3M
0
-100%
增持
PLUS
EPLUS INC
+$9.8M
507,975
+4%
减持
WST
WEST PHARMACEUTICAL SVSC INC
+$9.1M
1,442,820
-14%
建仓
CLAR
CLARUS CORP NEW
+$9.0M
351,053
建仓
FOUR
SHIFT4 PMTS INC
+$8.8M
114,043
增持
—
WNS HLDGS LTD
+$8.3M
1,728,996
+4%
增持
GO
GROCERY OUTLET HLDG CORP
+$8.2M
1,447,904
+118%
建仓
TOST
TOAST INC
+$8.1M
163,126
增持
MTD
METTLER TOLEDO INTERNATIONAL
+$8.0M
1,461,003
+1%
减持
—
HEADHUNTER GROUP PLC
-$7.9M
550,515
-33%
清仓
CZR
CAESARS ENTERTAINMENT INC NE
-$7.5M
0
-100%
增持
—
CMC MATERIALS INC
+$7.5M
305,690
+53%
减持
AHCO
ADAPTHEALTH CORP
-$7.2M
254,230
-47%
增持
NKE
NIKE INC
+$7.2M
3,025,590
+8%
增持
—
FOCUS FINL PARTNERS INC
+$6.6M
1,046,166
+5%
增持
HEI/A
HEICO CORP NEW
+$6.5M
2,308,228
+7%
增持
—
AMERICAN WOODMARK CORPORATIO
+$6.5M
306,736
+85%
增持
ENS
ENERSYS
-$6.1M
294,074
+3%
减持
—
LIVEPERSON INC
-$5.7M
223,148
-25%
增持
CRMT
AMERICAS CAR-MART INC
-$5.3M
249,850
+3%
增持
PFGC
PERFORMANCE FOOD GROUP CO
+$5.2M
331,792
+58%
增持
VRTS
VIRTUS INVT PARTNERS INC
+$5.1M
125,142
+3%
增持
—
1LIFE HEALTHCARE INC
-$4.7M
372,634
+1%
减持
ATRC
ATRICURE INC
-$4.7M
113,414
-28%
减持
NTRA
NATERA INC
-$4.6M
65,281
-38%
增持
—
AZUL S A
-$4.6M
754,923
+1%
增持
HCSG
HEALTHCARE SVCS GROUP INC
-$4.4M
769,951
+3%
增持
SGRY
SURGERY PARTNERS INC
-$3.7M
155,088
+1%
减持
—
HELEN OF TROY LTD
-$3.7M
64,457
-19%
增持
—
GLOBAL BLUE GROUP HOLDING AG
-$3.6M
2,648,302
+27%
增持
ALK
ALASKA AIR GROUP INC
+$3.5M
230,195
+38%
增持
WEX
WEX INC
+$3.4M
78,836
+46%
增持
ASR
GRUPO AEROPORTUARIO DEL SURE
+$3.4M
299,438
+5%
增持
MMS
MAXIMUS INC
+$3.3M
137,421
+49%
增持
MRCY
MERCURY SYS INC
-$3.1M
166,639
+1%
增持
TTEK
TETRA TECH INC NEW
+$2.9M
102,919
+1%
增持
WH
WYNDHAM HOTELS & RESORTS INC
+$2.9M
422,669
+3%
减持
PACB
PACIFIC BIOSCIENCES CALIF IN
-$2.9M
302,234
-0%
增持
UNF
UNIFIRST CORP MASS
-$2.7M
175,917
+3%
增持
FATE
FATE THERAPEUTICS INC
-$2.5M
93,621
+1%
增持
AXSM
AXSOME THERAPEUTICS INC
-$2.5M
73,969
+1%
增持
QTWO
Q2 HLDGS INC
-$2.5M
115,636
+1%
增持
—
BEACON ROOFING SUPPLY INC
-$2.4M
634,943
+3%
增持
—
LHC GROUP INC
-$2.4M
57,988
+1%
增持
TNDM
TANDEM DIABETES CARE INC
+$2.4M
103,727
+1%
增持
ACIW
ACI WORLDWIDE INC
-$2.3M
375,211
+1%
增持
TKR
TIMKEN CO
-$2.2M
153,931
+1%
增持
—
ELASTIC N V
+$2.0M
55,432
+30%
增持
IPAR
INTER PARFUMS INC
+$2.0M
435,874
+3%
增持
—
NANOSTRING TECHNOLOGIES INC
-$2.0M
122,160
+1%
减持
MMSI
MERIT MED SYS INC
-$2.0M
161,176
-23%
增持
—
US ECOLOGY INC
-$1.9M
461,868
+3%
增持
—
CRANE CO
+$1.9M
370,581
+3%
增持
ADUS
ADDUS HOMECARE CORP
-$1.9M
360,826
+3%
增持
EEFT
EURONET WORLDWIDE INC
+$1.8M
98,042
+24%
增持
SFBS
SERVISFIRST BANCSHARES INC
+$1.8M
172,778
+1%
增持
INSM
INSMED INC
+$1.7M
225,815
+42%
增持
SMTC
SEMTECH CORP
+$1.6M
165,821
+1%
增持
—
NUVASIVE INC
-$1.6M
207,738
+1%
增持
—
XP INC
-$1.4M
1,182,377
+5%
增持
ESI
ELEMENT SOLUTIONS INC
-$1.4M
1,366,425
+3%
增持
RCKT
ROCKET PHARMACEUTICALS INC
-$1.4M
97,265
+0%
增持
NGVT
INGEVITY CORP
-$1.4M
145,675
+1%
增持
DORM
DORMAN PRODS INC
-$1.4M
214,184
+3%
增持
DXCM
DEXCOM INC
+$1.3M
6,203
+28%
增持
SNAP
SNAP INC
+$1.2M
56,273
+29%
增持
EME
EMCOR GROUP INC
-$1.2M
245,989
+3%
增持
PCOR
PROCORE TECHNOLOGIES INC
-$1.1M
415,950
+3%
增持
MRVI
MARAVAI LIFESCIENCES HLDGS I
+$1.1M
65,329
+30%
增持
—
CREDICORP LTD
-$1.1M
264,931
+5%
增持
—
SHOCKWAVE MED INC
+$1.1M
60,164
+1%
增持
—
REATA PHARMACEUTICALS INC
-$1.0M
26,997
+2%
增持
UFPI
UFP INDUSTRIES INC
-$986.0K
168,425
+1%
清仓
SNN
SMITH & NEPHEW PLC
-$980.0K
0
-100%
增持
VVX
VECTRUS INC
+$901.0K
231,579
+3%
减持
—
ANAPLAN INC
-$899.0K
212,623
-18%
增持
BBIO
BRIDGEBIO PHARMA INC
-$894.0K
65,504
+1%
增持
BOOT
BOOT BARN HLDGS INC
+$868.0K
167,157
+0%
增持
—
UPLAND SOFTWARE INC
+$866.0K
357,516
+33%
增持
NOVT
NOVANTA INC
+$852.0K
16,923
+29%
清仓
AOS
SMITH A O CORP
-$845.0K
0
-100%
增持
—
HEMISPHERE MEDIA GROUP INC
+$838.0K
1,210,418
+3%
增持
BL
BLACKLINE INC
+$829.0K
107,285
+1%
清仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$793.0K
0
-100%
增持
—
PINNACLE FINL PARTNERS INC
+$774.0K
124,176
+1%
减持
SPT
SPROUT SOCIAL INC
-$749.0K
96,380
-31%
增持
WING
WINGSTOP INC
+$681.0K
87,518
+1%
增持
PLNT
PLANET FITNESS INC
+$678.0K
178,052
+1%
增持
SQ
SQUARE INC
+$656.0K
12,677
+30%
增持
HEI
HEICO CORP NEW
+$648.0K
27,270
+29%
增持
AVNT
AVIENT CORPORATION
-$628.0K
258,903
+1%
增持
HALO
HALOZYME THERAPEUTICS INC
-$616.0K
135,726
+0%
增持
LSTR
LANDSTAR SYS INC
+$610.0K
165,500
+3%
增持
—
TURNING POINT THERAPEUTICS I
-$603.0K
54,719
+1%
减持
CASS
CASS INFORMATION SYS INC
-$565.0K
256,014
-8%
增持
—
SP PLUS CORP
+$555.0K
636,323
+3%
