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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 22
增持 30
减持 81
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$774.7M
1,028,102
-28%
增持
SHOP
SHOPIFY INC
-$735.8M
14,775,238
+716%
减持
RMD
RESMED INC
-$722.8M
6,416,199
-26%
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。
减持
—
ASML HOLDING N V
-$718.5M
3,225,869
-6%
减持
—
CANADIAN PAC RY LTD
-$522.0M
32,011,879
-5%
清仓
FRCB
FIRST REP BK SAN FRANCISCO C
-$481.9M
0
-100%
减持
LULU
LULULEMON ATHLETICA INC
-$449.3M
4,275,427
-6%
减持
—
AON PLC
-$419.9M
5,558,579
-5%
减持
—
ACCENTURE PLC IRELAND
-$419.5M
5,418,492
-6%
建仓
UNH
UNITEDHEALTH GROUP INC
+$414.9M
804,542
减持
—
ATLASSIAN CORP PLC
-$403.5M
3,356,842
-6%
建仓
WCN
WASTE CONNECTIONS INC
+$366.9M
2,944,003
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$296.9M
1,102,039
-28%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$291.3M
11,147,971
-5%
减持
—
STERIS PLC
-$291.0M
6,104,019
-6%
清仓
FICO
FAIR ISAAC CORP
-$289.6M
0
-100%
建仓
LPLA
LPL FINL HLDGS INC
+$285.8M
1,533,549
减持
SHW
SHERWIN WILLIAMS CO
-$283.5M
1,299,234
-44%
减持
—
ICON PLC
-$259.8M
6,423,666
-6%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$234.4M
1,373,820
-30%
建仓
UNP
UNION PAC CORP
+$225.7M
1,058,943
减持
COST
COSTCO WHSL CORP NEW
-$223.2M
463,072
-40%
建仓
DDOG
DATADOG INC
+$204.9M
2,082,597
建仓
SNOW
SNOWFLAKE INC
+$186.6M
1,304,953
增持
BILL
BILL COM HLDGS INC
-$147.7M
1,409,684
+3%
减持
SYK
STRYKER CORPORATION
-$135.8M
1,741,405
-4%
减持
ENTG
ENTEGRIS INC
-$119.3M
2,832,007
-4%
减持
NKE
NIKE INC
-$113.0M
3,085,618
-4%
增持
NVO
NOVO-NORDISK A S
+$107.2M
3,850,053
+35%
增持
EFA
ISHARES TR
+$105.2M
2,862,063
+182%
减持
—
LAM RESEARCH CORP
-$99.2M
760,780
-4%
减持
—
FERRARI N V
-$97.3M
2,060,620
-6%
减持
APH
AMPHENOL CORP NEW
-$94.7M
6,999,087
-3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$84.6M
1,101,735
-4%
减持
HEI/A
HEICO CORP NEW
-$84.3M
2,166,427
-12%
减持
NOW
SERVICENOW INC
-$82.8M
826,985
-4%
减持
—
ALCON AG
-$79.4M
5,675,553
-5%
减持
MSCI
MSCI INC
-$76.5M
698,911
-4%
减持
MSFT
MICROSOFT CORP
-$74.5M
1,261,512
-3%
减持
GGG
GRACO INC
-$68.1M
5,367,098
-4%
减持
V
VISA INC
-$67.6M
2,230,359
-3%
减持
FND
FLOOR & DECOR HLDGS INC
-$53.6M
2,993,285
-4%
减持
CHD
CHURCH & DWIGHT CO INC
-$43.0M
3,989,632
-4%
减持
RGEN
REPLIGEN CORP
-$37.8M
1,351,327
-3%
增持
—
FERGUSON PLC NEW
-$34.3M
1,738,418
+0%
减持
—
STEVANATO GROUP S P A
-$30.2M
1,460,671
-45%
减持
EPAM
EPAM SYS INC
-$27.6M
2,659,477
-7%
减持
DAVA
ENDAVA PLC
-$27.4M
463,346
-13%
建仓
—
FABRINET
+$26.2M
319,820
减持
—
FIVERR INTL LTD
-$26.2M
9,719
-97%
清仓
—
CRANE CO
-$25.8M
0
-100%
减持
—
WNS HLDGS LTD
-$23.6M
1,572,620
-4%
建仓
CXT
CRANE HLDGS CO
+$20.4M
235,911
增持
—
GLOBANT S A
-$18.7M
380,645
+13%
减持
—
CI&T INC
-$17.3M
1,768,153
-21%
清仓
ENS
ENERSYS
-$17.2M
0
-100%
建仓
—
DLOCAL LTD
+$16.3M
612,710
建仓
—
FIRSTSERVICE CORP NEW
+$16.3M
135,078
清仓
—
LHC GROUP INC
-$16.0M
0
-100%
减持
PLUS
EPLUS INC
-$15.7M
792,270
-23%
减持
—
XP INC
-$15.6M
1,096,958
-7%
清仓
VAC
MARRIOTT VACATIONS WORLDWIDE
-$14.6M
0
-100%
清仓
—
ANAPLAN INC
-$13.6M
0
-100%
建仓
—
E2OPEN PARENT HOLDINGS INC
+$12.4M
1,525,758
建仓
MZTI
LANCASTER COLONY CORP
+$12.3M
94,778
建仓
FIVE
FIVE BELOW INC
+$11.4M
98,557
建仓
CZR
CAESARS ENTERTAINMENT INC NE
+$11.4M
283,990
建仓
—
AVALARA INC
+$11.3M
154,322
增持
VLRS
CONTROLADORA VUELA COMP DE A
-$11.3M
1,825,858
+7%
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$11.2M
223,650
建仓
CSW
CSW INDUSTRIALS INC
+$11.1M
109,437
减持
—
FOCUS FINL PARTNERS INC
-$11.1M
1,003,304
-1%
建仓
—
AZEK CO INC
+$10.8M
633,607
减持
—
CUSHMAN WAKEFIELD PLC
-$10.5M
1,837,894
-1%
减持
—
HELEN OF TROY LTD
-$9.9M
34,061
-57%
减持
—
TDCX INC
-$9.8M
834,508
-43%
减持
ASR
GRUPO AEROPORTUARIO DEL SURE
-$9.5M
277,753
-7%
清仓
—
NEOGAMES S A
-$9.0M
0
-100%
减持
OLLI
OLLIES BARGAIN OUTLET HLDGS
+$9.0M
531,110
-1%
清仓
—
TOPBUILD CORP
-$8.8M
0
-100%
建仓
PEN
PENUMBRA INC
+$8.5M
64,978
建仓
MTDR
MATADOR RES CO
+$8.2M
167,825
减持
ESI
ELEMENT SOLUTIONS INC
-$8.0M
1,937,664
-1%
减持
VRTS
VIRTUS INVT PARTNERS INC
-$8.0M
127,544
-1%
建仓
—
MERIDIANLINK INC
+$8.0M
469,987
减持
TXRH
TEXAS ROADHOUSE INC
-$7.8M
181,065
-29%
减持
CPNG
COUPANG INC
-$7.7M
1,277,157
-7%
减持
REXR
REXFORD INDL RLTY INC
-$7.5M
223,026
-18%
清仓
—
UPLAND SOFTWARE INC
-$7.4M
0
-100%
减持
—
ENSTAR GROUP LIMITED
-$7.2M
134,280
-1%
减持
IPAR
INTER PARFUMS INC
-$6.8M
386,569
-1%
清仓
—
BIOHAVEN PHARMACTL HLDG CO L
-$6.7M
0
-100%
减持
ICUI
ICU MED INC
-$6.7M
117,325
-1%
增持
FOUR
SHIFT4 PMTS INC
-$6.6M
250,037
+0%
清仓
PACB
PACIFIC BIOSCIENCES CALIF IN
-$6.2M
0
-100%
减持
—
THOUGHTWORKS HOLDING INC
-$6.0M
563,505
-15%
减持
MELI
MERCADOLIBRE INC
-$6.0M
9,834
-6%
减持
CRMT
AMERICAS CAR-MART INC
+$6.0M
294,003
-1%
减持
WH
WYNDHAM HOTELS & RESORTS INC
-$6.0M
314,884
-1%
减持
—
BEACON ROOFING SUPPLY INC
-$5.8M
641,338
-1%
减持
WSC
WILLSCOT MOBIL MINI HLDNG CO
-$5.5M
418,611
-14%
减持
—
NANOSTRING TECHNOLOGIES INC
-$5.4M
242,833
-0%
减持
FRSH
FRESHWORKS INC
-$5.2M
863,845
-6%
清仓
—
CHASE CORP
-$5.1M
0
-100%
减持
ADUS
ADDUS HOMECARE CORP
-$5.0M
537,408
-1%
减持
—
SP PLUS CORP
-$5.0M
493,198
-22%
增持
—
SMARTSHEET INC
-$5.0M
349,998
+20%
增持
SGRY
SURGERY PARTNERS INC
-$4.7M
353,478
+27%
减持
PFGC
PERFORMANCE FOOD GROUP CO
-$4.7M
295,407
-18%
减持
ATRC
ATRICURE INC
-$4.6M
185,473
-0%
清仓
BEAM
BEAM THERAPEUTICS INC
-$4.5M
0
-100%
建仓
CSX
CSX CORP
+$4.4M
151,484
减持
UFPI
UFP INDUSTRIES INC
-$4.3M
177,448
-16%
减持
GO
GROCERY OUTLET HLDG CORP
+$4.3M
1,114,457
-16%
增持
SPT
SPROUT SOCIAL INC
+$4.0M
221,386
+96%
减持
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$3.9M
71,090
-49%
减持
AVNT
AVIENT CORPORATION
-$3.9M
288,854
-11%
增持
PCOR
PROCORE TECHNOLOGIES INC
-$3.9M
629,444
+8%
增持
TNDM
TANDEM DIABETES CARE INC
-$3.8M
142,284
+34%
增持
AHCO
ADAPTHEALTH CORP
+$3.7M
652,506
+25%
增持
PLNT
PLANET FITNESS INC
-$3.6M
222,850
+0%
增持
AZTA
AZENTA INC
-$3.5M
354,710
+2%
减持
BL
BLACKLINE INC
-$3.5M
164,521
-19%
减持
DORM
DORMAN PRODS INC
+$3.4M
306,874
-1%
清仓
SQ
BLOCK INC
-$3.3M
0
-100%
增持
EEFT
EURONET WORLDWIDE INC
-$3.3M
120,543
+0%
减持
BOOT
BOOT BARN HLDGS INC
-$3.2M
147,478
-0%
减持
—
GLOBAL BLUE GROUP HOLDING AG
-$3.2M
2,477,524
-13%
增持
TTEK
TETRA TECH INC NEW
-$3.2M
105,611
+0%
清仓
IOVA
IOVANCE BIOTHERAPEUTICS INC
-$3.1M
0
-100%
减持
EME
EMCOR GROUP INC
-$3.0M
246,884
-1%
减持
UNF
UNIFIRST CORP MASS
-$2.8M
122,628
-1%
减持
APG
API GROUP CORP
-$2.8M
452,681
-1%
减持
HEI
HEICO CORP NEW
-$2.8M
38,991
-24%
减持
—
AMERICAN WOODMARK CORPORATIO
-$2.6M
475,345
-1%
清仓
—
MIRATI THERAPEUTICS INC
-$2.5M
0
-100%
增持
CYRX
CRYOPORT INC
+$2.5M
262,716
+58%
增持
MTSI
MACOM TECH SOLUTIONS HLDGS I
-$2.5M
199,636
+0%
增持
—
PINNACLE FINL PARTNERS INC
-$2.5M
131,051
+0%
增持
SMTC
SEMTECH CORP
-$2.5M
175,554
+0%
增持
DXCM
DEXCOM INC
-$2.3M
47,399
+311%
减持
ACIW
ACI WORLDWIDE INC
-$2.3M
417,209
-0%
增持
FIVN
FIVE9 INC
-$2.2M
131,930
+0%
增持
GTM
ZOOMINFO TECHNOLOGIES INC
-$2.2M
90,852
+3%
增持
WEX
WEX INC
-$2.0M
95,591
+0%
增持
—
LESLIES INC
+$2.0M
1,579,304
+37%
增持
CLAR
CLARUS CORP NEW
-$1.9M
533,604
+0%
减持
CASY
CASEYS GEN STORES INC
-$1.9M
78,040
-6%
增持
—
SHOCKWAVE MED INC
+$1.8M
72,008
+23%
增持
CALY
CALLAWAY GOLF CO
-$1.8M
594,187
+0%
