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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 11
增持 47
减持 81
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
—
LINDE PLC
+$1.33B
3,741,529
建仓
—
ARCH CAP GROUP LTD
+$866.6M
12,769,260
减持
LULU
LULULEMON ATHLETICA INC
-$814.2M
795
-100%
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
TEAM
ATLASSIAN CORPORATION
+$408.7M
9,532,236
+0%
减持
—
ACCENTURE PLC IRELAND
-$407.5M
3,201,397
-35%
减持
EPAM
EPAM SYS INC
-$282.6M
2,797,068
-18%
减持
—
ALCON AG
-$266.5M
745,440
-84%
清仓
UNP
UNION PAC CORP
-$260.3M
0
-100%
减持
—
ASML HOLDING N V
+$254.6M
2,068,866
-2%
增持
IBN
ICICI BANK LIMITED
+$251.5M
70,848,478
+21%
减持
RGEN
REPLIGEN CORP
-$250.1M
125,335
-92%
减持
EFA
ISHARES TR
-$184.3M
70,874
-98%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$143.6M
981,080
-24%
清仓
—
LINDE PLC
-$123.4M
0
-100%
减持
FND
FLOOR & DECOR HLDGS INC
+$116.0M
4,440,779
-3%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$101.0M
4,147,380
+53%
减持
UNH
UNITEDHEALTH GROUP INC
-$97.0M
1,190,260
-4%
减持
—
ICON PLC
+$93.3M
5,789,447
-2%
减持
—
FERRARI N V
+$89.3M
1,785,586
-3%
减持
—
LAM RESEARCH CORP
+$79.2M
848,145
-4%
减持
NVO
NOVO-NORDISK A S
+$72.8M
3,502,382
-2%
减持
AMZN
AMAZON COM INC
+$60.1M
3,569,565
-3%
减持
MSFT
MICROSOFT CORP
+$57.9M
1,461,260
-4%
减持
SYK
STRYKER CORPORATION
+$56.7M
1,936,252
-5%
减持
MSCI
MSCI INC
+$55.5M
777,078
-5%
减持
LPLA
LPL FINL HLDGS INC
-$53.9M
2,464,045
-4%
减持
BILL
BILL HOLDINGS INC
-$48.6M
1,721,498
-0%
减持
ENTG
ENTEGRIS INC
+$48.2M
3,369,334
-3%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
+$44.6M
1,059,603
-5%
减持
—
AON PLC
+$43.3M
4,996,482
-2%
增持
—
ASTRAZENECA PLC
+$40.6M
5,147,865
+10%
减持
RMD
RESMED INC
-$35.3M
3,481,580
-9%
减持
MCK
MCKESSON CORP
-$31.9M
899,603
-4%
减持
NOW
SERVICENOW INC
+$29.0M
461,211
-3%
减持
—
THOMSON REUTERS CORP.
+$28.1M
1,774,356
-0%
建仓
BZ
KANZHUN LIMITED
+$24.8M
1,305,490
减持
MTD
METTLER TOLEDO INTERNATIONAL
+$24.1M
924,583
-4%
减持
HEI/A
HEICO CORP NEW
+$23.8M
2,444,676
-5%
减持
DAVA
ENDAVA PLC
-$23.8M
234,961
-55%
减持
ACWI
ISHARES TR
-$22.9M
2,885
-99%
减持
PCOR
PROCORE TECHNOLOGIES INC
-$20.7M
193,368
-72%
增持
ASR
GRUPO AEROPORTUARIO DEL SURE
+$20.5M
255,120
+3%
增持
—
WNS HLDGS LTD
+$19.4M
1,394,082
+1%
增持
—
FERGUSON PLC NEW
+$17.0M
1,579,048
+3%
减持
—
STERIS PLC
+$16.6M
5,458,724
-2%
减持
AJG
GALLAGHER ARTHUR J & CO
-$15.1M
2,570,842
-4%
减持
DDOG
DATADOG INC
-$14.6M
4,757,180
-3%
清仓
PEN
PENUMBRA INC
-$14.6M
0
-100%
建仓
AIT
APPLIED INDL TECHNOLOGIES IN
+$14.5M
101,831
清仓
AXON
AXON ENTERPRISE INC
-$13.4M
0
-100%
建仓
EVR
EVERCORE INC
+$13.0M
112,522
清仓
—
PINNACLE FINL PARTNERS INC
-$12.5M
0
-100%
减持
—
FOCUS FINL PARTNERS INC
-$11.3M
521,106
-49%
增持
APG
API GROUP CORP
+$11.3M
841,558
+107%
清仓
FRSH
FRESHWORKS INC
-$11.0M
0
-100%
减持
V
VISA INC
+$10.8M
2,476,951
-6%
减持
IPAR
INTER PARFUMS INC
-$10.8M
182,068
-52%
减持
WCN
WASTE CONNECTIONS INC
+$10.6M
8,688,432
-4%
减持
COST
COSTCO WHSL CORP NEW
+$10.4M
524,324
-4%
清仓
—
NUVASIVE INC
-$10.3M
0
-100%
清仓
SPT
SPROUT SOCIAL INC
-$10.2M
0
-100%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$9.8M
5,882
增持
AZTA
AZENTA INC
-$9.4M
930,677
+6%
清仓
CXT
CRANE HLDGS CO
-$9.4M
0
-100%
减持
SNOW
SNOWFLAKE INC
+$9.4M
1,543,353
-3%
建仓
PRVA
PRIVIA HEALTH GROUP INC
+$9.3M
335,537
建仓
HALO
HALOZYME THERAPEUTICS INC
+$8.4M
219,597
减持
APH
AMPHENOL CORP NEW
+$7.9M
7,858,277
-6%
增持
AMD
ADVANCED MICRO DEVICES INC
+$7.6M
203,742
+6%
减持
—
CANADIAN PAC RY LTD
+$7.5M
29,435,849
-3%
减持
VRRM
VERRA MOBILITY CORP
+$6.6M
2,134,391
-0%
增持
—
GLOBANT S A
+$5.9M
405,068
+12%
增持
—
THOUGHTWORKS HOLDING INC
+$5.7M
1,693,383
+156%
减持
EME
EMCOR GROUP INC
-$5.6M
153,553
-26%
增持
ZTO
ZTO EXPRESS CAYMAN INC
+$5.5M
2,138,931
+3%
清仓
EFG
ISHARES TR
-$5.1M
0
-100%
增持
PR
PERMIAN RESOURCES CORP
+$4.8M
1,163,569
+47%
增持
JBTM
JOHN BEAN TECHNOLOGIES CORP
+$4.7M
143,516
+19%
减持
WING
WINGSTOP INC
+$4.5M
100,208
-1%
增持
AHCO
ADAPTHEALTH CORP
-$4.4M
663,733
+1%
减持
MELI
MERCADOLIBRE INC
+$4.3M
9,923
-4%
减持
OLLI
OLLIES BARGAIN OUTLET HLDGS
+$4.3M
409,316
-1%
增持
SAIA
SAIA INC
+$4.1M
64,561
+0%
减持
FOUR
SHIFT4 PMTS INC
+$4.1M
239,438
-5%
增持
FOXF
FOX FACTORY HLDG CORP
+$3.9M
126,779
+0%
减持
—
CI&T INC
-$3.6M
1,460,683
-18%
减持
ADUS
ADDUS HOMECARE CORP
+$3.6M
512,729
-0%
减持
—
CUSHMAN WAKEFIELD PLC
-$3.5M
1,802,533
-0%
减持
—
MERIDIANLINK INC
+$3.5M
981,480
-0%
增持
BBIO
BRIDGEBIO PHARMA INC
+$3.4M
372,588
+1%
增持
—
SMARTSHEET INC
+$3.2M
367,074
+1%
增持
—
SHOCKWAVE MED INC
+$3.1M
59,114
+25%
增持
—
E2OPEN PARENT HOLDINGS INC
+$3.0M
3,206,078
+20%
减持
PLNT
PLANET FITNESS INC
-$3.0M
188,102
-16%
减持
PLUS
EPLUS INC
+$3.0M
697,853
-1%
减持
LSTR
LANDSTAR SYS INC
+$2.8M
171,581
-0%
减持
—
BEACON ROOFING SUPPLY INC
+$2.8M
483,151
-1%
减持
CTVA
CORTEVA INC
-$2.7M
4,462,282
-4%
增持
CLAR
CLARUS CORP NEW
+$2.7M
801,036
+28%
建仓
EOG
EOG RES INC
+$2.7M
23,530
增持
SGRY
SURGERY PARTNERS INC
+$2.6M
387,966
+1%
增持
AVNT
AVIENT CORPORATION
+$2.6M
348,688
+0%
增持
SPSC
SPS COMM INC
+$2.5M
104,326
+0%
减持
—
LESLIES INC
-$2.5M
1,995,684
-0%
增持
TXRH
TEXAS ROADHOUSE INC
+$2.5M
140,617
+1%
减持
BOOT
BOOT BARN HLDGS INC
+$2.4M
182,776
-1%
增持
—
R1 RCM INC
+$2.4M
591,440
+1%
减持
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$2.4M
141,409
-4%
增持
CPNG
COUPANG INC
+$2.3M
1,226,141
+4%
增持
—
ELASTIC N V
+$2.3M
283,263
+4%
建仓
EGP
EASTGROUP PPTYS INC
+$2.3M
14,212
增持
—
FABRINET
-$2.2M
368,370
+3%
增持
UNF
UNIFIRST CORP MASS
-$2.1M
130,283
+1%
减持
SHOP
SHOPIFY INC
+$2.0M
164,187
-2%
增持
WEX
WEX INC
+$2.0M
96,184
+0%
减持
ESI
ELEMENT SOLUTIONS INC
+$2.0M
1,960,621
-1%
增持
TREX
TREX CO INC
+$2.0M
297,592
+1%
减持
—
AZEK CO INC
+$2.0M
652,547
-1%
减持
HLMN
HILLMAN SOLUTIONS CORP
+$1.9M
1,646,450
-1%
增持
POWI
POWER INTEGRATIONS INC
+$1.9M
142,954
+1%
减持
EEFT
EURONET WORLDWIDE INC
+$1.9M
119,495
-2%
减持
CZR
CAESARS ENTERTAINMENT INC NE
+$1.9M
280,476
-1%
清仓
FATE
FATE THERAPEUTICS INC
-$1.9M
0
-100%
增持
CYRX
CRYOPORT INC
+$1.8M
276,772
+0%
增持
PPLI
IAC INC
+$1.8M
248,781
+0%
增持
CRMT
AMERICAS CAR-MART INC
+$1.8M
244,884
+1%
减持
—
STEVANATO GROUP S P A
+$1.8M
664,009
-22%
减持
HAYW
HAYWARD HLDGS INC
+$1.8M
771,110
-0%
增持
MRCY
MERCURY SYS INC
+$1.7M
263,326
+0%
增持
VEEV
VEEVA SYS INC
+$1.7M
61,502
+3%
减持
CSW
CSW INDUSTRIALS INC
+$1.7M
77,814
-1%
减持
ACIW
ACI WORLDWIDE INC
+$1.7M
425,963
-0%
减持
TKR
TIMKEN CO
+$1.7M
171,841
-2%
增持
MTSI
MACOM TECH SOLUTIONS HLDGS I
+$1.6M
201,964
+0%
减持
DCGO
DOCGO INC
+$1.6M
1,025,889
-0%
建仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$1.6M
17,666
减持
DORM
DORMAN PRODS INC
+$1.6M
297,671
-0%
增持
CALY
TOPGOLF CALLAWAY BRANDS CORP
+$1.6M
616,879
+4%
增持
REXR
REXFORD INDL RLTY INC
+$1.6M
295,745
+1%
减持
NTRA
NATERA INC
-$1.5M
65,722
-49%
增持
FIVN
FIVE9 INC
+$1.5M
262,797
+2%
增持
NOVT
NOVANTA INC
+$1.5M
56,159
+3%
增持
MTDR
MATADOR RES CO
+$1.4M
313,822
+33%
减持
AXSM
AXSOME THERAPEUTICS INC
-$1.4M
88,545
-0%
减持
ESGE
ISHARES INC
-$1.3M
52,738
-47%
减持
—
GLOBAL BLUE GROUP HOLDING AG
+$1.3M
2,112,260
-14%
减持
—
AMERICAN WOODMARK CORPORATIO
+$1.3M
421,685
-0%
减持
WH
WYNDHAM HOTELS & RESORTS INC
-$1.2M
319,091
-0%
减持
GO
GROCERY OUTLET HLDG CORP
-$1.2M
901,544
-1%
增持
INDA
ISHARES TR
+$1.1M
48,242
+162%
