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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 10
增持 93
减持 33
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$930.7M
26,474
-100%
增持
WCN
WASTE CONNECTIONS INC
+$817.6M
8,643,709
+194%
增持
—
ATLASSIAN CORP PLC
+$602.8M
5,879,895
+75%
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
EPAM
EPAM SYS INC
+$484.3M
3,594,596
+35%
减持
SHOP
SHOPIFY INC
-$484.1M
159,312
-99%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$435.9M
2,547,103
清仓
CHD
CHURCH & DWIGHT CO INC
-$368.5M
0
-100%
增持
AMZN
AMAZON COM INC
+$364.0M
3,191,228
+14798%
清仓
NKE
NIKE INC
-$318.6M
0
-100%
减持
—
STERIS PLC
-$303.7M
5,792,135
-5%
建仓
MCK
MCKESSON CORP
+$302.6M
884,883
清仓
SHW
SHERWIN WILLIAMS CO
-$292.9M
0
-100%
增持
—
ASTRAZENECA PLC
+$265.8M
4,845,834
+105084%
减持
—
ICON PLC
-$260.0M
6,171,668
-4%
减持
—
ASML HOLDING N V
-$241.7M
3,089,503
-4%
增持
LPLA
LPL FINL HLDGS INC
+$232.6M
2,394,492
+56%
减持
NOW
SERVICENOW INC
-$218.4M
458,396
-45%
增持
UNH
UNITEDHEALTH GROUP INC
+$183.5M
1,176,014
+46%
减持
—
ACCENTURE PLC IRELAND
-$174.9M
5,193,089
-4%
减持
EFA
ISHARES TR
-$149.3M
542,514
-81%
减持
—
CANADIAN PAC RY LTD
-$125.1M
31,285,643
-2%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$113.9M
970,284
-6%
增持
FND
FLOOR & DECOR HLDGS INC
+$108.8M
4,317,473
+44%
减持
RMD
RESMED INC
-$95.3M
5,816,958
-9%
减持
—
ALCON AG
-$93.9M
5,248,791
-8%
增持
APH
AMPHENOL CORP NEW
+$83.6M
7,864,068
+12%
增持
RGEN
REPLIGEN CORP
+$66.2M
1,519,626
+12%
增持
SNOW
SNOWFLAKE INC
+$64.5M
1,474,311
+13%
减持
—
AON PLC
-$63.8M
5,280,665
-5%
清仓
ASR
GRUPO AEROPORTUARIO DEL SURE
-$56.9M
0
-100%
建仓
—
GRUPO AEROPORTUARIO DEL SURE
+$52.0M
261,040
增持
HEI/A
HEICO CORP NEW
+$51.4M
2,434,675
+12%
增持
SYK
STRYKER CORPORATION
+$50.2M
1,934,283
+11%
增持
BILL
BILL COM HLDGS INC
+$49.5M
1,560,482
+11%
减持
NVO
NOVO-NORDISK A S
-$45.6M
3,766,983
-2%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$43.3M
1,550,188
+13%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$40.6M
1,221,549
+11%
增持
MSCI
MSCI INC
+$39.4M
778,882
+11%
增持
GGG
GRACO INC
+$38.7M
5,966,080
+11%
增持
COST
COSTCO WHSL CORP NEW
+$29.6M
516,074
+11%
增持
—
ELASTIC N V
+$25.3M
469,829
+307%
减持
LULU
LULULEMON ATHLETICA INC
+$23.7M
4,108,972
-4%
减持
—
FERGUSON PLC NEW
-$21.2M
1,700,571
-2%
清仓
—
XP INC
-$20.1M
0
-100%
清仓
VLRS
CONTROLADORA VUELA COMP DE A
-$19.7M
0
-100%
增持
WST
WEST PHARMACEUTICAL SVSC INC
-$19.5M
1,236,059
+12%
建仓
—
CONTROLADORA VUELA COMP DE A
+$19.2M
2,614,359
减持
GO
GROCERY OUTLET HLDG CORP
-$17.6M
910,739
-18%
清仓
—
FIRSTSERVICE CORP NEW
-$16.3M
0
-100%
增持
ENTG
ENTEGRIS INC
+$16.1M
3,210,513
+13%
建仓
HLMN
HILLMAN SOLUTIONS CORP
+$14.4M
1,892,114
减持
—
FERRARI N V
-$13.9M
1,968,171
-4%
减持
CRMT
AMERICAS CAR-MART INC
-$12.8M
277,586
-6%
清仓
CALY
CALLAWAY GOLF CO
-$12.1M
0
-100%
增持
UNP
UNION PAC CORP
+$11.9M
1,192,677
+13%
减持
OLLI
OLLIES BARGAIN OUTLET HLDGS
-$11.3M
402,451
-24%
清仓
—
AVALARA INC
-$11.3M
0
-100%
建仓
—
THOUGHTWORKS HOLDING INC
+$11.3M
1,055,807
清仓
VEU
VANGUARD INTL EQUITY INDEX F
-$11.2M
0
-100%
增持
—
LAM RESEARCH CORP
-$11.2M
846,603
+11%
建仓
PPLI
IAC INC
+$9.8M
174,323
增持
—
FABRINET
+$9.7M
378,343
+18%
增持
PLUS
EPLUS INC
-$8.4M
805,765
+2%
增持
PCOR
PROCORE TECHNOLOGIES INC
+$8.0M
749,251
+19%
清仓
—
TDCX INC
-$8.0M
0
-100%
清仓
—
THOUGHTWORKS HOLDING INC
-$7.8M
0
-100%
减持
ZTO
ZTO EXPRESS CAYMAN INC
-$7.7M
2,189,346
-6%
建仓
CTVA
CORTEVA INC
+$7.6M
132,521
增持
DORM
DORMAN PRODS INC
-$7.2M
310,947
+1%
增持
ICUI
ICU MED INC
+$7.0M
176,728
+51%
增持
—
CUSHMAN WAKEFIELD PLC
-$6.9M
1,858,735
+1%
减持
—
BEACON ROOFING SUPPLY INC
-$6.9M
480,826
-25%
清仓
VVX
VECTRUS INC
-$6.8M
0
-100%
减持
DAVA
ENDAVA PLC
-$6.8M
454,151
-2%
减持
CXT
CRANE HLDGS CO
-$6.5M
158,878
-33%
增持
ADUS
ADDUS HOMECARE CORP
+$6.1M
544,475
+1%
增持
—
MERIDIANLINK INC
+$4.8M
739,952
+57%
增持
HEI
HEICO CORP NEW
+$4.7M
68,362
+75%
减持
—
HELEN OF TROY LTD
-$4.7M
7,248
-79%
增持
—
PINNACLE FINL PARTNERS INC
+$4.6M
174,323
+33%
增持
—
LESLIES INC
+$4.5M
1,983,634
+26%
增持
PEN
PENUMBRA INC
+$4.4M
66,827
+3%
增持
—
ENSTAR GROUP LIMITED
-$4.3M
135,685
+1%
增持
MSFT
MICROSOFT CORP
+$4.3M
1,400,631
+11%
增持
SMTC
SEMTECH CORP
-$4.3M
177,267
+1%
减持
—
DLOCAL LTD
-$4.2M
591,283
-3%
增持
MRCY
MERCURY SYS INC
-$4.0M
230,008
+3%
增持
EME
EMCOR GROUP INC
+$3.8M
249,489
+1%
清仓
—
1LIFE HEALTHCARE INC
-$3.7M
0
-100%
增持
MTDR
MATADOR RES CO
+$3.6M
240,085
+43%
增持
GTM
ZOOMINFO TECHNOLOGIES INC
+$3.6M
160,070
+76%
增持
—
E2OPEN PARENT HOLDINGS INC
+$3.5M
2,592,987
+70%
增持
DXCM
DEXCOM INC
+$3.2M
82,944
+75%
增持
WSC
WILLSCOT MOBIL MINI HLDNG CO
+$3.2M
420,223
+0%
减持
—
SP PLUS CORP
-$3.1M
373,854
-24%
减持
CPNG
COUPANG INC
+$3.0M
1,202,524
-6%
增持
TXRH
TEXAS ROADHOUSE INC
+$3.0M
184,372
+2%
减持
—
STEVANATO GROUP S P A
-$2.9M
1,157,739
-21%
增持
CSX
CSX CORP
+$2.9M
267,211
+76%
增持
EEFT
EURONET WORLDWIDE INC
-$2.8M
123,976
+3%
增持
NOVT
NOVANTA INC
+$2.8M
58,674
+77%
增持
HCAT
HEALTH CATALYST INC
-$2.8M
599,501
+4%
增持
AZTA
AZENTA INC
-$2.8M
514,725
+45%
增持
ESI
ELEMENT SOLUTIONS INC
-$2.7M
1,964,628
+1%
增持
AXON
AXON ENTERPRISE INC
+$2.7M
137,256
+1%
增持
AVNT
AVIENT CORPORATION
-$2.6M
298,883
+3%
增持
FIVE
FIVE BELOW INC
+$2.6M
101,295
+3%
增持
FOUR
SHIFT4 PMTS INC
+$2.5M
256,047
+2%
增持
JBTM
JOHN BEAN TECHNOLOGIES CORP
-$2.5M
122,498
+3%
减持
—
SHOCKWAVE MED INC
+$2.4M
59,504
-17%
增持
—
FOCUS FINL PARTNERS INC
-$2.3M
1,019,010
+2%
增持
CLAR
CLARUS CORP NEW
-$2.3M
633,058
+19%
增持
WEX
WEX INC
-$2.2M
98,182
+3%
增持
MZTI
LANCASTER COLONY CORP
+$2.2M
95,655
+1%
增持
PLNT
PLANET FITNESS INC
-$2.2M
228,802
+3%
减持
—
WNS HLDGS LTD
+$2.0M
1,480,119
-6%
减持
SPT
SPROUT SOCIAL INC
-$2.0M
183,351
-17%
增持
CZR
CAESARS ENTERTAINMENT INC NE
-$2.0M
291,292
+3%
增持
VRTS
VIRTUS INVT PARTNERS INC
-$1.9M
129,900
+2%
减持
WING
WINGSTOP INC
+$1.8M
105,286
-30%
增持
CYRX
CRYOPORT INC
-$1.7M
272,243
+4%
增持
ACIW
ACI WORLDWIDE INC
-$1.7M
431,973
+4%
增持
SPSC
SPS COMM INC
+$1.7M
106,727
+3%
增持
MELI
MERCADOLIBRE INC
+$1.7M
9,873
+0%
增持
TKR
TIMKEN CO
+$1.6M
230,148
+3%
增持
DDOG
DATADOG INC
-$1.6M
2,324,617
+12%
增持
CASY
CASEYS GEN STORES INC
+$1.5M
78,760
+1%
增持
MTSI
MACOM TECH SOLUTIONS HLDGS I
+$1.5M
205,815
+3%
增持
OMCL
OMNICELL COM
+$1.5M
65,700
+76%
增持
—
SMARTSHEET INC
+$1.4M
360,186
+3%
增持
RARE
ULTRAGENYX PHARMACEUTICAL IN
-$1.4M
90,055
+8%
增持
WH
WYNDHAM HOTELS & RESORTS INC
-$1.3M
318,104
+1%
增持
BL
BLACKLINE INC
-$1.2M
167,574
+2%
增持
UFPI
UFP INDUSTRIES INC
+$1.2M
181,902
+3%
增持
AXSM
AXSOME THERAPEUTICS INC
+$1.2M
133,705
+4%
增持
NTRA
NATERA INC
+$1.2M
131,094
+4%
建仓
SLB
SCHLUMBERGER LTD
+$1.2M
33,418
建仓
CNQ
CANADIAN NAT RES LTD
+$1.1M
24,027
增持
SAIA
SAIA INC
+$1.1M
64,880
+3%
增持
IPAR
INTER PARFUMS INC
+$1.1M
389,760
+1%
增持
TNDM
TANDEM DIABETES CARE INC
-$960.0K
152,851
+7%
增持
PRI
PRIMERICA INC
+$928.0K
115,319
+2%
增持
SGRY
SURGERY PARTNERS INC
-$920.0K
391,589
+11%
增持
REXR
REXFORD INDL RLTY INC
-$915.0K
236,831
+6%
增持
—
NUVASIVE INC
-$909.0K
254,529
+3%
增持
UNF
UNIFIRST CORP MASS
+$801.0K
124,299
+1%
增持
AHCO
ADAPTHEALTH CORP
+$783.0K
673,007
+3%
增持
BBIO
BRIDGEBIO PHARMA INC
+$766.0K
372,432
+9%
增持
INSM
INSMED INC
+$716.0K
263,306
+5%
增持
—
GLOBAL BLUE GROUP HOLDING AG
-$709.0K
2,522,087
+2%
