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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 29
增持 55
减持 55
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
IBN
ICICI BANK LIMITED
+$1.27B
58,357,392
+41772%
清仓
—
ATLASSIAN CORP PLC
-$1.25B
0
-100%
建仓
TEAM
ATLASSIAN CORPORATION
+$1.22B
9,503,757
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
RMD
RESMED INC
-$473.1M
3,832,642
-34%
减持
LULU
LULULEMON ATHLETICA INC
-$419.1M
2,542,211
-38%
减持
GGG
GRACO INC
-$355.6M
57,942
-99%
减持
MTD
METTLER TOLEDO INTERNATIONAL
+$326.4M
962,137
-1%
清仓
WST
WEST PHARMACEUTICAL SVSC INC
-$310.6M
0
-100%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$282.4M
2,711,482
+24218%
增持
CTVA
CORTEVA INC
+$264.3M
4,624,868
+3390%
建仓
—
THOMSON REUTERS CORP.
+$202.7M
1,777,363
减持
EPAM
EPAM SYS INC
-$182.8M
3,414,098
-5%
减持
—
ASML HOLDING N V
-$167.9M
2,111,434
-32%
增持
EFA
ISHARES TR
+$158.9M
2,884,902
+432%
增持
DDOG
DATADOG INC
+$157.0M
4,902,125
+111%
建仓
—
LINDE PLC
+$123.4M
378,417
减持
—
CANADIAN PAC RY LTD
+$110.5M
30,262,648
-3%
减持
NVO
NOVO-NORDISK A S
+$106.4M
3,580,726
-5%
增持
V
VISA INC
+$102.3M
2,635,849
+7%
减持
—
AON PLC
+$101.2M
5,104,272
-3%
增持
APH
AMPHENOL CORP NEW
+$100.2M
8,331,002
+6%
增持
SYK
STRYKER CORPORATION
+$98.6M
2,028,981
+5%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$78.0M
1,287,528
+5%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$77.4M
1,115,635
-28%
增持
AJG
GALLAGHER ARTHUR J & CO
+$71.1M
2,688,886
+6%
增持
UNH
UNITEDHEALTH GROUP INC
+$61.2M
1,243,997
+6%
减持
—
STERIS PLC
+$59.6M
5,563,771
-4%
增持
AMZN
AMAZON COM INC
-$57.8M
3,673,518
+15%
建仓
ASR
GRUPO AEROPORTUARIO DEL SURE
+$57.7M
247,623
增持
—
LAM RESEARCH CORP
+$56.7M
881,299
+4%
增持
ENTG
ENTEGRIS INC
-$53.9M
3,477,983
+8%
清仓
—
GRUPO AEROPORTUARIO DEL SURE
-$52.0M
0
-100%
减持
—
ASTRAZENECA PLC
+$50.6M
4,671,385
-4%
增持
MSCI
MSCI INC
+$49.8M
815,681
+5%
增持
MCK
MCKESSON CORP
+$49.6M
938,931
+6%
增持
LPLA
LPL FINL HLDGS INC
+$34.3M
2,556,276
+7%
增持
MSFT
MICROSOFT CORP
+$30.8M
1,515,413
+8%
增持
HEI/A
HEICO CORP NEW
+$29.7M
2,573,137
+6%
增持
AZTA
AZENTA INC
+$28.3M
875,315
+70%
减持
—
FERRARI N V
+$27.5M
1,841,282
-6%
建仓
ACWI
ISHARES TR
+$23.2M
273,141
增持
UNP
UNION PAC CORP
+$22.7M
1,257,201
+5%
增持
BILL
BILL COM HLDGS INC
-$22.7M
1,728,239
+11%
增持
SNOW
SNOWFLAKE INC
-$22.4M
1,593,705
+8%
建仓
VLRS
CONTROLADORA VUELA COMP DE A
+$21.2M
2,535,713
减持
—
ALCON AG
+$20.1M
4,655,240
-11%
减持
—
ELASTIC N V
-$19.6M
273,525
-42%
清仓
—
CONTROLADORA VUELA COMP DE A
-$19.2M
0
-100%
增持
RGEN
REPLIGEN CORP
-$19.1M
1,601,982
+5%
减持
—
ACCENTURE PLC IRELAND
-$18.7M
4,956,243
-5%
减持
—
FERGUSON PLC NEW
+$17.3M
1,529,375
-10%
增持
WCN
WASTE CONNECTIONS INC
+$13.2M
9,034,829
+5%
增持
FND
FLOOR & DECOR HLDGS INC
+$13.0M
4,598,614
+7%
建仓
TREX
TREX CO INC
+$12.5M
295,434
建仓
AMD
ADVANCED MICRO DEVICES INC
+$12.4M
191,690
建仓
PAYC
PAYCOM SOFTWARE INC
+$12.4M
39,881
清仓
—
DLOCAL LTD
-$12.2M
0
-100%
建仓
CALY
TOPGOLF CALLAWAY BRANDS CORP
+$11.8M
595,529
建仓
FOXF
FOX FACTORY HLDG CORP
+$11.5M
126,168
清仓
—
THOUGHTWORKS HOLDING INC
-$11.3M
0
-100%
建仓
POWI
POWER INTEGRATIONS INC
+$10.2M
142,164
清仓
BL
BLACKLINE INC
-$10.1M
0
-100%
减持
—
FABRINET
+$10.0M
358,298
-5%
增持
DXCM
DEXCOM INC
+$9.8M
146,404
+77%
减持
HEI
HEICO CORP NEW
-$9.7M
724
-99%
建仓
VEEV
VEEVA SYS INC
+$9.6M
59,526
增持
NOW
SERVICENOW INC
+$8.6M
477,385
+4%
减持
—
WNS HLDGS LTD
-$8.2M
1,381,721
-7%
减持
—
GLOBANT S A
-$8.1M
360,211
-2%
减持
IPAR
INTER PARFUMS INC
+$7.9M
379,806
-3%
减持
—
ICON PLC
+$7.5M
5,885,414
-5%
建仓
PR
PERMIAN RESOURCES CORP
+$7.4M
790,066
建仓
HAYW
HAYWARD HLDGS INC
+$7.3M
774,459
建仓
DCGO
DOCGO INC
+$7.3M
1,028,957
减持
—
ENSTAR GROUP LIMITED
+$7.1M
134,398
-1%
建仓
ISRG
INTUITIVE SURGICAL INC
+$7.0M
26,209
建仓
—
THOUGHTWORKS HOLDING INC
+$6.7M
661,116
减持
—
SHOCKWAVE MED INC
-$6.7M
47,363
-20%
减持
—
CI&T INC
-$6.5M
1,784,967
-1%
建仓
—
R1 RCM INC
+$6.4M
587,563
清仓
OMCL
OMNICELL COM
-$5.8M
0
-100%
增持
FIVN
FIVE9 INC
+$5.7M
257,296
+67%
清仓
SMTC
SEMTECH CORP
-$5.4M
0
-100%
增持
—
FOCUS FINL PARTNERS INC
+$5.4M
1,028,893
+1%
建仓
EFG
ISHARES TR
+$5.1M
61,049
减持
PCOR
PROCORE TECHNOLOGIES INC
-$5.0M
695,004
-7%
减持
—
STEVANATO GROUP S P A
-$4.9M
855,906
-26%
增持
MZTI
LANCASTER COLONY CORP
+$4.8M
98,296
+3%
减持
HDB
HDFC BANK LTD
-$4.8M
39,211
-70%
减持
PLNT
PLANET FITNESS INC
+$4.6M
223,735
-2%
增持
GDDY
GODADDY INC
+$4.6M
74,948
+411%
减持
CXT
CRANE HLDGS CO
-$4.5M
93,642
-41%
建仓
YETI
YETI HLDGS INC
+$4.4M
106,547
增持
CSX
CSX CORP
+$4.4M
375,922
+41%
增持
BRO
BROWN & BROWN INC
+$4.3M
96,418
+404%
减持
PFGC
PERFORMANCE FOOD GROUP CO
+$4.3M
295,586
-2%
增持
—
LESLIES INC
-$4.2M
2,004,261
+1%
增持
UNF
UNIFIRST CORP MASS
+$4.2M
129,632
+4%
增持
REXR
REXFORD INDL RLTY INC
+$4.1M
294,074
+24%
减持
VRRM
VERRA MOBILITY CORP
-$4.0M
2,136,947
-1%
建仓
KROS
KEROS THERAPEUTICS INC
+$4.0M
83,141
建仓
MKSI
MKS INSTRS INC
+$3.8M
44,271
增持
ESI
ELEMENT SOLUTIONS INC
+$3.7M
1,971,677
+0%
减持
TXRH
TEXAS ROADHOUSE INC
-$3.7M
139,754
-24%
增持
LSTR
LANDSTAR SYS INC
+$3.6M
171,891
+3%
增持
GO
GROCERY OUTLET HLDG CORP
-$3.6M
912,664
+0%
增持
LECO
LINCOLN ELEC HLDGS INC
+$3.5M
29,759
+395%
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$3.5M
34,601
增持
ARWR
ARROWHEAD PHARMACEUTICALS IN
+$3.4M
147,102
+91%
建仓
MAS
MASCO CORP
+$3.3M
70,531
减持
ZTO
ZTO EXPRESS CAYMAN INC
+$3.2M
2,077,363
-5%
增持
WH
WYNDHAM HOTELS & RESORTS INC
+$3.1M
320,670
+1%
增持
DAVA
ENDAVA PLC
+$3.1M
517,195
+14%
增持
PTC
PTC INC
+$3.1M
32,129
+341%
减持
SAIC
SCIENCE APPLICATIONS INTL CO
-$3.0M
86,992
-39%
建仓
ESGE
ISHARES INC
+$3.0M
100,000
减持
CLAR
CLARUS CORP NEW
-$3.0M
624,589
-1%
增持
JLL
JONES LANG LASALLE INC
+$3.0M
23,223
+390%
建仓
SITE
SITEONE LANDSCAPE SUPPLY INC
+$3.0M
25,282
增持
COST
COSTCO WHSL CORP NEW
+$2.9M
547,921
+6%
增持
WSO
WATSCO INC
+$2.9M
14,655
+412%
减持
WEX
WEX INC
+$2.8M
95,807
-2%
建仓
ASH
ASHLAND INC
+$2.8M
25,675
减持
FOUR
SHIFT4 PMTS INC
+$2.7M
251,959
-2%
增持
—
AZEK CO INC
+$2.6M
658,718
+2%
增持
AVNT
AVIENT CORPORATION
+$2.6M
347,592
+16%
减持
HLMN
HILLMAN SOLUTIONS CORP
-$2.4M
1,656,704
-12%
减持
CZR
CAESARS ENTERTAINMENT INC NE
+$2.4M
283,698
-3%
减持
FATE
FATE THERAPEUTICS INC
-$2.3M
185,273
-1%
建仓
BKR
BAKER HUGHES COMPANY
+$2.3M
78,257
减持
CPNG
COUPANG INC
-$2.3M
1,176,151
-2%
减持
AXON
AXON ENTERPRISE INC
-$2.3M
80,677
-41%
减持
PLUS
EPLUS INC
-$2.2M
704,781
-13%
增持
MA
MASTERCARD INCORPORATED
+$2.1M
7,033
+538%
增持
MRCY
MERCURY SYS INC
+$2.1M
262,038
+14%
清仓
—
BROOKFIELD ASSET MGMT INC
-$2.1M
0
-100%
增持
—
SMARTSHEET INC
+$2.0M
365,049
+1%
增持
KMX
CARMAX INC
+$1.9M
41,046
+367%
减持
EEFT
EURONET WORLDWIDE INC
+$1.9M
121,519
-2%
减持
PEN
PENUMBRA INC
+$1.8M
65,788
-2%
清仓
—
INDEPENDENT BANK GROUP INC
-$1.8M
0
-100%
减持
MTSI
MACOM TECH SOLUTIONS HLDGS I
+$1.8M
201,261
-2%
增持
CYRX
CRYOPORT INC
-$1.8M
276,740
+2%
减持
—
CUSHMAN WAKEFIELD PLC
+$1.7M
1,804,933
-3%
减持
MTDR
MATADOR RES CO
+$1.7M
236,418
-2%
减持
CSW
CSW INDUSTRIALS INC
-$1.7M
78,628
-12%
减持
EME
EMCOR GROUP INC
+$1.6M
206,317
-17%
减持
TTEK
TETRA TECH INC NEW
+$1.6M
105,975
-2%
减持
PRI
PRIMERICA INC
+$1.6M
112,345
-3%
减持
DORM
DORMAN PRODS INC
-$1.6M
297,875
-4%
