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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 11
增持 88
减持 41
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$1.93B
11,738,365
-55%
减持
SHOP
SHOPIFY INC
-$1.61B
1,810,928
-12%
减持
EPAM
EPAM SYS INC
-$1.18B
2,849,080
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。
-6%
减持
—
ACCENTURE PLC IRELAND
-$569.8M
5,739,824
-5%
减持
—
ICON PLC
-$568.2M
6,806,426
-5%
减持
—
ASML HOLDING N V
-$567.5M
3,416,209
-5%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$551.8M
1,422,195
-4%
增持
—
AON PLC
+$528.3M
5,879,340
+27%
减持
LULU
LULULEMON ATHLETICA INC
-$502.2M
4,541,556
-18%
增持
—
CANADIAN PAC RY LTD
+$495.2M
33,849,081
+6%
建仓
MSFT
MICROSOFT CORP
+$402.8M
1,303,809
减持
—
ATLASSIAN CORP PLC
-$380.8M
3,570,888
-5%
减持
SYK
STRYKER CORPORATION
-$339.4M
1,806,854
-41%
增持
BILL
BILL COM HLDGS INC
+$305.3M
1,363,158
+8811%
减持
RMD
RESMED INC
-$267.5M
8,613,592
-5%
建仓
—
FERGUSON PLC NEW
+$232.4M
1,732,530
增持
SHW
SHERWIN WILLIAMS CO
-$225.8M
2,308,884
+1%
减持
—
FERRARI N V
-$151.1M
2,192,152
-10%
增持
FND
FLOOR & DECOR HLDGS INC
-$147.1M
3,110,543
+1%
增持
—
LAM RESEARCH CORP
-$134.9M
789,444
+2%
增持
FRCB
FIRST REP BK SAN FRANCISCO C
-$121.6M
2,972,569
+2%
清仓
NU
NU HLDGS LTD
-$114.2M
0
-100%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
-$108.0M
1,958,971
+1%
减持
—
STERIS PLC
-$105.2M
6,463,492
-6%
减持
—
ALCON AG
-$103.1M
5,952,803
-10%
增持
RGEN
REPLIGEN CORP
-$98.8M
1,392,617
+2%
增持
NKE
NIKE INC
-$95.1M
3,207,183
+2%
增持
WST
WEST PHARMACEUTICAL SVSC INC
-$83.5M
1,526,481
+1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$75.7M
1,142,919
+2%
增持
APH
AMPHENOL CORP NEW
-$75.5M
7,236,250
+2%
增持
MSCI
MSCI INC
-$74.0M
729,283
+1%
增持
—
YANDEX N V
-$72.0M
1,360,855
+2%
增持
NOW
SERVICENOW INC
-$70.9M
858,220
+1%
减持
BABA
ALIBABA GROUP HLDG LTD
-$64.2M
3,303
-99%
减持
EFA
ISHARES TR
-$63.8M
1,013,425
-42%
建仓
ZTO
ZTO EXPRESS CAYMAN INC
+$61.1M
2,444,864
增持
GGG
GRACO INC
-$54.5M
5,577,871
+1%
清仓
—
CMC MATERIALS INC
-$44.5M
0
-100%
增持
NVO
NOVO-NORDISK A S
+$38.2M
2,850,711
+15%
增持
DAVA
ENDAVA PLC
+$31.2M
531,344
+126%
建仓
—
FIVERR INTL LTD
+$26.5M
348,866
增持
FICO
FAIR ISAAC CORP
+$24.4M
620,881
+2%
增持
—
CIAN PLC
-$21.1M
1,898,407
+1%
增持
V
VISA INC
+$19.4M
2,311,210
+2%
减持
—
HEADHUNTER GROUP PLC
-$18.4M
335,994
-15%
增持
—
GLOBANT S A
-$16.3M
336,062
+1%
增持
CPNG
COUPANG INC
-$15.6M
1,373,024
+1%
清仓
—
US ECOLOGY INC
-$14.7M
0
-100%
减持
—
TDCX INC
-$14.5M
1,464,381
-13%
建仓
SPSC
SPS COMM INC
+$13.6M
103,770
清仓
HCSG
HEALTHCARE SVCS GROUP INC
-$13.3M
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$12.6M
765,434
+1%
增持
ENTG
ENTEGRIS INC
-$12.5M
2,934,912
+2%
清仓
BC
BRUNSWICK CORP
-$12.2M
0
-100%
减持
IPAR
INTER PARFUMS INC
-$12.0M
391,175
-10%
减持
—
NEOGAMES S A
-$10.9M
585,100
-19%
减持
WH
WYNDHAM HOTELS & RESORTS INC
-$10.8M
318,584
-24%
增持
—
FOCUS FINL PARTNERS INC
-$10.1M
1,013,299
+7%
减持
—
WNS HLDGS LTD
-$10.1M
1,640,727
-4%
减持
GO
GROCERY OUTLET HLDG CORP
-$8.8M
1,326,761
-28%
清仓
—
LIVEPERSON INC
-$8.1M
0
-100%
减持
FRSH
FRESHWORKS INC
-$7.7M
922,873
-0%
增持
CHD
CHURCH & DWIGHT CO INC
-$6.7M
4,140,955
+1%
减持
MTSI
MACOM TECH SOLUTIONS HLDGS I
-$6.5M
199,454
-15%
增持
—
LESLIES INC
+$6.2M
1,150,238
+70%
增持
VRTS
VIRTUS INVT PARTNERS INC
-$6.1M
129,037
+4%
清仓
TOST
TOAST INC
-$6.0M
0
-100%
减持
—
ANAPLAN INC
-$5.8M
208,436
-51%
清仓
NTES
NETEASE INC
-$5.7M
0
-100%
增持
OLLI
OLLIES BARGAIN OUTLET HLDGS
+$5.5M
537,275
+57%
增持
DORM
DORMAN PRODS INC
+$5.4M
310,489
+45%
建仓
GTM
ZOOMINFO TECHNOLOGIES INC
+$5.3M
88,264
减持
ENS
ENERSYS
-$5.3M
231,022
-19%
增持
ASR
GRUPO AEROPORTUARIO DEL SURE
+$5.2M
299,792
+1%
增持
TXRH
TEXAS ROADHOUSE INC
+$5.2M
254,042
+41%
增持
WEX
WEX INC
+$5.2M
95,495
+13%
增持
—
LHC GROUP INC
+$4.8M
95,170
+16%
建仓
OMCL
OMNICELL COM
+$4.7M
36,492
增持
MRCY
MERCURY SYS INC
+$4.4M
222,351
+24%
增持
—
STEVANATO GROUP S P A
+$4.4M
2,654,303
+21%
清仓
MRVI
MARAVAI LIFESCIENCES HLDGS I
-$4.1M
0
-100%
增持
LSTR
LANDSTAR SYS INC
-$4.1M
168,322
+2%
清仓
SNAP
SNAP INC
-$4.0M
0
-100%
增持
ATRC
ATRICURE INC
+$3.8M
185,561
+55%
增持
ESI
ELEMENT SOLUTIONS INC
-$3.8M
1,960,061
+2%
增持
WING
WINGSTOP INC
-$3.5M
105,840
+15%
增持
—
AMERICAN WOODMARK CORPORATIO
+$3.5M
481,107
+56%
减持
—
CI&T INC
+$3.3M
2,237,615
-18%
减持
UNF
UNIFIRST CORP MASS
-$3.3M
124,029
-0%
增持
PLUS
EPLUS INC
+$3.2M
1,026,705
+2%
增持
EME
EMCOR GROUP INC
-$3.1M
249,792
+2%
减持
VVX
VECTRUS INC
-$3.1M
209,168
-9%
增持
EEFT
EURONET WORLDWIDE INC
+$3.0M
120,522
+14%
增持
CYRX
CRYOPORT INC
-$3.0M
165,912
+11%
增持
—
SHOCKWAVE MED INC
+$2.9M
58,663
+13%
增持
NTRA
NATERA INC
-$2.9M
125,734
+46%
建仓
EWBC
EAST WEST BANCORP INC
+$2.9M
36,517
增持
—
TOPBUILD CORP
-$2.9M
48,349
+15%
减持
—
CHASE CORP
-$2.8M
58,986
-26%
增持
AHCO
ADAPTHEALTH CORP
-$2.8M
523,404
+14%
增持
SAIA
SAIA INC
-$2.8M
52,197
+13%
增持
FOUR
SHIFT4 PMTS INC
+$2.7M
249,692
+13%
增持
VRRM
VERRA MOBILITY CORP
+$2.6M
2,164,626
+2%
建仓
CUBE
CUBESMART
+$2.4M
46,617
减持
HDB
HDFC BANK LTD
-$2.4M
143,138
-17%
增持
AZTA
AZENTA INC
+$2.3M
349,145
+35%
增持
SMTC
SEMTECH CORP
-$2.2M
175,444
+8%
增持
—
THOUGHTWORKS HOLDING INC
-$2.2M
663,386
+11%
增持
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$2.2M
139,107
+7%
增持
—
CUSHMAN WAKEFIELD PLC
-$2.2M
1,859,728
+2%
增持
—
BEACON ROOFING SUPPLY INC
+$2.2M
648,898
+3%
减持
—
BIOHAVEN PHARMACTL HLDG CO L
-$2.2M
56,823
-12%
减持
APG
API GROUP CORP
-$2.2M
458,145
-0%
增持
TNDM
TANDEM DIABETES CARE INC
-$2.1M
106,276
+10%
增持
CASY
CASEYS GEN STORES INC
+$2.1M
83,064
+14%
增持
—
HELEN OF TROY LTD
-$2.1M
78,312
+10%
增持
FIVN
FIVE9 INC
+$2.0M
131,835
+44%
建仓
—
INDEPENDENT BANK GROUP INC
+$2.0M
28,190
减持
—
ENSTAR GROUP LIMITED
-$2.0M
135,855
-10%
增持
HEI
HEICO CORP NEW
+$2.0M
51,106
+26%
增持
—
1LIFE HEALTHCARE INC
-$2.0M
445,507
+13%
增持
—
NUVASIVE INC
+$2.0M
246,195
+8%
减持
—
SP PLUS CORP
+$2.0M
633,208
-0%
增持
—
SMARTSHEET INC
-$1.9M
291,218
+26%
增持
JBTM
JOHN BEAN TECHNOLOGIES CORP
-$1.9M
118,982
+14%
增持
—
GLOBAL BLUE GROUP HOLDING AG
-$1.9M
2,853,987
+4%
增持
—
XP INC
+$1.9M
1,183,854
+1%
减持
MELI
MERCADOLIBRE INC
-$1.9M
10,512
-1%
增持
SGRY
SURGERY PARTNERS INC
+$1.9M
279,068
+10%
增持
BL
BLACKLINE INC
+$1.9M
203,022
+62%
增持
TTEK
TETRA TECH INC NEW
+$1.8M
105,560
+15%
增持
PCOR
PROCORE TECHNOLOGIES INC
-$1.7M
582,048
+31%
增持
WSC
WILLSCOT MOBIL MINI HLDNG CO
+$1.7M
488,384
+15%
建仓
INDA
ISHARES TR
+$1.7M
38,137
减持
—
CRANE CO
+$1.6M
238,674
-0%
增持
BOOT
BOOT BARN HLDGS INC
-$1.5M
147,505
+17%
增持
FATE
FATE THERAPEUTICS INC
-$1.5M
113,380
+12%
增持
CRMT
AMERICAS CAR-MART INC
-$1.5M
297,569
+20%
增持
—
BROOKFIELD ASSET MGMT INC
+$1.5M
50,530
+120%
增持
BBIO
BRIDGEBIO PHARMA INC
+$1.4M
342,857
+172%
增持
—
MIRATI THERAPEUTICS INC
-$1.4M
30,639
+16%
增持
HEI/A
HEICO CORP NEW
+$1.2M
2,456,210
+2%
增持
ICUI
ICU MED INC
-$1.2M
118,682
+2%
增持
PLNT
PLANET FITNESS INC
+$1.2M
222,741
+14%
增持
BEAM
BEAM THERAPEUTICS INC
-$1.1M
78,157
+11%
减持
—
CDK GLOBAL INC
-$1.0M
4,968
-84%
增持
DXCM
DEXCOM INC
+$987.0K
11,540
+26%
减持
PFGC
PERFORMANCE FOOD GROUP CO
+$971.0K
361,298
-5%
增持
RCKT
ROCKET PHARMACEUTICALS INC
-$926.0K
207,174
+7%
减持
SAIC
SCIENCE APPLICATIONS INTL CO
+$893.0K
122,000
-1%
