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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 13
增持 84
减持 39
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
MELI
MERCADOLIBRE INC
-$2.75B
10,665
-99%
减持
HDB
HDFC BANK LTD
-$1.21B
171,811
-99%
减持
—
ACCENTURE PLC IRELAND
+$568.5M
6,043,846
-0%
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
MTD
METTLER TOLEDO INTERNATIONAL
+$492.4M
1,475,820
+1%
增持
—
ICON PLC
+$347.5M
7,179,979
+0%
减持
EPAM
EPAM SYS INC
+$280.4M
3,031,268
-1%
建仓
NVO
NOVO-NORDISK A S
+$278.4M
2,485,565
增持
—
STERIS PLC
+$276.2M
6,852,127
+1%
增持
—
LAM RESEARCH CORP
+$262.4M
777,240
+49%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$243.8M
26,212,577
+1%
减持
—
CANADIAN PAC RY LTD
+$213.4M
31,953,125
-0%
增持
SHW
SHERWIN WILLIAMS CO
+$190.6M
2,277,878
+4%
减持
—
ASML HOLDING N V
+$175.3M
3,578,938
-0%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$165.2M
1,933,945
+5%
建仓
EFA
ISHARES TR
+$138.4M
1,759,013
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$135.0M
1,125,201
+4%
增持
—
FERRARI N V
+$130.2M
2,430,951
+2%
增持
APH
AMPHENOL CORP NEW
+$125.2M
7,098,080
+5%
建仓
NU
NU HLDGS LTD
+$114.2M
12,175,243
增持
COST
COSTCO WHSL CORP NEW
+$104.6M
754,246
+5%
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$97.9M
1,514,826
+5%
增持
CHD
CHURCH & DWIGHT CO INC
+$97.1M
4,080,230
+5%
增持
NKE
NIKE INC
+$87.2M
3,159,760
+4%
增持
—
AON PLC
+$75.3M
4,612,073
+1%
增持
GGG
GRACO INC
+$74.9M
5,499,263
+4%
增持
SHOP
SHOPIFY INC
+$74.8M
2,054,558
+1%
减持
—
ATLASSIAN CORP PLC
-$67.0M
3,750,448
-17%
增持
FRCB
FIRST REP BK SAN FRANCISCO C
+$65.0M
2,922,052
+5%
增持
LULU
LULULEMON ATHLETICA INC
-$54.4M
5,521,523
+1%
增持
ENTG
ENTEGRIS INC
+$53.3M
2,870,052
+5%
增持
—
ALCON AG
+$52.4M
6,604,219
+2%
增持
NOW
SERVICENOW INC
+$45.8M
845,544
+5%
增持
SYK
STRYKER CORPORATION
+$45.2M
3,075,670
+4%
增持
FND
FLOOR & DECOR HLDGS INC
+$44.4M
3,069,735
+5%
建仓
DAVA
ENDAVA PLC
+$39.5M
235,140
减持
RMD
RESMED INC
-$38.7M
9,046,150
-0%
增持
HEI/A
HEICO CORP NEW
+$36.9M
2,414,374
+5%
减持
BABA
ALIBABA GROUP HLDG LTD
-$36.3M
543,692
-20%
建仓
—
CI&T INC
+$32.5M
2,735,629
建仓
—
TDCX INC
+$32.3M
1,688,792
增持
FICO
FAIR ISAAC CORP
+$32.0M
611,470
+4%
清仓
—
CREDICORP LTD
-$29.4M
0
-100%
减持
—
THOUGHTWORKS HOLDING INC
-$27.4M
598,504
-60%
减持
—
YANDEX N V
-$25.6M
1,331,290
-0%
建仓
—
CIAN PLC
+$23.2M
1,881,427
增持
MSCI
MSCI INC
+$21.2M
719,293
+4%
增持
ADUS
ADDUS HOMECARE CORP
+$21.1M
533,252
+48%
增持
GO
GROCERY OUTLET HLDG CORP
+$21.0M
1,847,261
+28%
增持
RGEN
REPLIGEN CORP
-$18.1M
1,361,909
+4%
增持
ESI
ELEMENT SOLUTIONS INC
+$17.1M
1,925,197
+41%
建仓
TXRH
TEXAS ROADHOUSE INC
+$16.0M
179,627
建仓
—
LESLIES INC
+$16.0M
677,189
清仓
—
AZUL S A
-$15.1M
0
-100%
清仓
—
HEMISPHERE MEDIA GROUP INC
-$14.7M
0
-100%
增持
FRSH
FRESHWORKS INC
-$14.0M
924,388
+3%
减持
IPAR
INTER PARFUMS INC
+$13.8M
434,146
-0%
减持
—
XP INC
-$13.7M
1,174,476
-1%
清仓
ALK
ALASKA AIR GROUP INC
-$13.5M
0
-100%
清仓
SFBS
SERVISFIRST BANCSHARES INC
-$13.4M
0
-100%
建仓
FIVN
FIVE9 INC
+$12.5M
91,351
清仓
MMSI
MERIT MED SYS INC
-$11.6M
0
-100%
清仓
MMS
MAXIMUS INC
-$11.4M
0
-100%
减持
UNF
UNIFIRST CORP MASS
-$11.3M
124,128
-29%
减持
—
CRANE CO
-$10.8M
238,796
-36%
清仓
CASS
CASS INFORMATION SYS INC
-$10.7M
0
-100%
减持
—
GLOBANT S A
+$10.5M
332,297
-1%
建仓
HCAT
HEALTH CATALYST INC
+$10.0M
252,190
清仓
QTWO
Q2 HLDGS INC
-$9.3M
0
-100%
减持
—
WNS HLDGS LTD
+$8.9M
1,704,280
-1%
增持
AZTA
AZENTA INC
+$7.6M
257,901
+39%
增持
V
VISA INC
+$7.4M
2,275,779
+4%
增持
—
CUSHMAN WAKEFIELD PLC
+$7.3M
1,814,741
+2%
增持
SGRY
SURGERY PARTNERS INC
+$6.9M
252,624
+63%
减持
—
CMC MATERIALS INC
+$6.9M
232,359
-24%
增持
REXR
REXFORD INDL RLTY INC
+$6.8M
245,696
+6%
减持
—
HEADHUNTER GROUP PLC
-$6.8M
393,373
-29%
增持
—
SMARTSHEET INC
+$6.7M
231,128
+42%
增持
—
ANAPLAN INC
+$6.5M
423,216
+99%
增持
—
STEVANATO GROUP S P A
-$6.2M
2,184,690
+0%
减持
HCSG
HEALTHCARE SVCS GROUP INC
-$6.0M
745,297
-3%
减持
—
BEACON ROOFING SUPPLY INC
+$6.0M
632,560
-0%
建仓
BEAM
BEAM THERAPEUTICS INC
+$5.6M
70,579
清仓
HALO
HALOZYME THERAPEUTICS INC
-$5.5M
0
-100%
增持
UFPI
UFP INDUSTRIES INC
+$5.4M
183,229
+9%
增持
AHCO
ADAPTHEALTH CORP
+$5.3M
459,098
+81%
减持
ASR
GRUPO AEROPORTUARIO DEL SURE
+$5.2M
296,811
-1%
减持
WH
WYNDHAM HOTELS & RESORTS INC
+$5.1M
421,050
-0%
增持
—
LIVEPERSON INC
-$5.0M
228,131
+2%
增持
—
UPLAND SOFTWARE INC
-$4.8M
396,702
+11%
增持
—
NEOGAMES S A
-$4.7M
718,902
+7%
增持
WSC
WILLSCOT MOBIL MINI HLDNG CO
+$4.7M
426,091
+7%
清仓
LGND
LIGAND PHARMACEUTICALS INC
-$4.2M
0
-100%
增持
AVNT
AVIENT CORPORATION
+$4.0M
286,772
+11%
增持
FOUR
SHIFT4 PMTS INC
+$3.9M
220,270
+93%
建仓
—
MIRATI THERAPEUTICS INC
+$3.9M
26,455
减持
DORM
DORMAN PRODS INC
+$3.8M
213,408
-0%
增持
CLAR
CLARUS CORP NEW
+$3.8M
463,076
+32%
减持
CRMT
AMERICAS CAR-MART INC
-$3.7M
248,806
-0%
增持
PLNT
PLANET FITNESS INC
+$3.6M
194,583
+9%
清仓
—
TURNING POINT THERAPEUTICS I
-$3.6M
0
-100%
增持
—
NANOSTRING TECHNOLOGIES INC
+$3.5M
220,586
+81%
增持
TKR
TIMKEN CO
+$3.4M
194,809
+27%
增持
MTSI
MACOM TECH SOLUTIONS HLDGS I
+$3.4M
234,877
+2%
减持
LSTR
LANDSTAR SYS INC
+$3.4M
164,799
-0%
清仓
PHAT
PHATHOM PHARMACEUTICALS INC
-$3.4M
0
-100%
减持
—
SHOCKWAVE MED INC
-$3.2M
51,700
-14%
减持
SPT
SPROUT SOCIAL INC
-$3.0M
96,019
-0%
增持
OLLI
OLLIES BARGAIN OUTLET HLDGS
-$3.0M
342,513
+0%
增持
—
HELEN OF TROY LTD
+$2.9M
71,156
+10%
减持
EME
EMCOR GROUP INC
+$2.8M
244,917
-0%
清仓
—
REATA PHARMACEUTICALS INC
-$2.7M
0
-100%
增持
NTES
NETEASE INC
+$2.5M
55,973
+50%
减持
SAIA
SAIA INC
+$2.5M
46,134
-16%
减持
APG
API GROUP CORP
+$2.5M
458,624
-0%
增持
HEI
HEICO CORP NEW
+$2.3M
40,640
+49%
增持
PLUS
EPLUS INC
+$2.2M
1,007,935
+98%
增持
VLRS
CONTROLADORA VUELA COMP DE A
+$2.2M
1,737,996
+30%
增持
—
ELASTIC N V
+$2.1M
84,554
+53%
增持
TOST
TOAST INC
-$2.1M
172,992
+6%
增持
—
LHC GROUP INC
+$2.1M
81,811
+41%
减持
TNDM
TANDEM DIABETES CARE INC
+$2.1M
96,312
-7%
增持
AXSM
AXSOME THERAPEUTICS INC
+$2.1M
120,440
+63%
增持
WEX
WEX INC
-$2.1M
84,138
+7%
增持
ACIW
ACI WORLDWIDE INC
+$2.0M
390,574
+4%
增持
MRCY
MERCURY SYS INC
+$2.0M
180,021
+8%
增持
PFGC
PERFORMANCE FOOD GROUP CO
+$2.0M
379,670
+14%
增持
NOVT
NOVANTA INC
+$1.9M
25,482
+51%
增持
JBTM
JOHN BEAN TECHNOLOGIES CORP
+$1.9M
104,331
+4%
减持
—
ENSTAR GROUP LIMITED
+$1.8M
151,380
-0%
减持
CPNG
COUPANG INC
+$1.8M
1,358,855
-1%
减持
VRTS
VIRTUS INVT PARTNERS INC
-$1.8M
124,615
-0%
增持
VAC
MARRIOTT VACATIONS WORLDWIDE
+$1.7M
81,241
+7%
增持
PCOR
PROCORE TECHNOLOGIES INC
-$1.7M
443,629
+7%
减持
—
FOCUS FINL PARTNERS INC
+$1.7M
945,413
-10%
减持
—
SP PLUS CORP
-$1.6M
633,839
-0%
增持
WING
WINGSTOP INC
+$1.6M
92,405
+6%
增持
BC
BRUNSWICK CORP
+$1.5M
121,571
+8%
增持
DXCM
DEXCOM INC
+$1.5M
9,158
+48%
减持
SMTC
SEMTECH CORP
+$1.5M
162,037
-2%
增持
CASY
CASEYS GEN STORES INC
+$1.5M
72,636
+6%
增持
RCKT
ROCKET PHARMACEUTICALS INC
+$1.3M
192,929
+98%
增持
IBN
ICICI BANK LIMITED
+$1.2M
114,707
+102%
增持
ARWR
ARROWHEAD PHARMACEUTICALS IN
+$1.2M
130,196
+9%
增持
BILL
BILL COM HLDGS INC
+$1.1M
15,298
+51%
减持
VVX
VECTRUS INC
-$1.1M
230,809
-0%
增持
—
PINNACLE FINL PARTNERS INC
+$992.0K
132,713
+7%
增持
BBIO
BRIDGEBIO PHARMA INC
-$964.0K
126,270
+93%
增持
CALY
CALLAWAY GOLF CO
+$919.0K
520,221
+8%
增持
MRVI
MARAVAI LIFESCIENCES HLDGS I
+$913.0K
98,308
+50%
增持
NGVT
INGEVITY CORP
+$893.0K
157,455
+8%
