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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 16
增持 68
减持 56
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$2.53B
31,281,327
清仓
—
CANADIAN PAC RY LTD
-$2.26B
0
-100%
减持
APH
AMPHENOL CORP NEW
-$638.2M
47,322
-99%
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。
建仓
—
ARISTA NETWORKS INC
+$465.6M
2,873,218
清仓
MSCI
MSCI INC
-$434.9M
0
-100%
建仓
NVDA
NVIDIA CORPORATION
+$306.6M
751,127
增持
ENTG
ENTEGRIS INC
+$291.7M
5,097,903
+51%
增持
DDOG
DATADOG INC
+$264.7M
6,204,173
+30%
增持
AMZN
AMAZON COM INC
+$260.7M
4,827,903
+35%
增持
MSFT
MICROSOFT CORP
+$232.2M
1,918,929
+31%
清仓
—
THOMSON REUTERS CORP.
-$230.9M
0
-100%
增持
—
ICON PLC
+$229.2M
5,827,350
+1%
清仓
NOW
SERVICENOW INC
-$214.3M
0
-100%
增持
—
STERIS PLC
+$195.9M
5,492,005
+1%
增持
MTD
METTLER TOLEDO INTERNATIONAL
-$184.6M
928,095
+0%
增持
EPAM
EPAM SYS INC
-$183.8M
2,895,178
+4%
增持
—
ARCH CAP GROUP LTD
+$172.2M
13,752,406
+8%
增持
—
AON PLC
+$162.3M
5,033,579
+1%
增持
MCK
MCKESSON CORP
+$140.9M
1,074,468
+19%
增持
IBN
ICICI BANK LIMITED
+$118.3M
71,336,793
+1%
增持
SNOW
SNOWFLAKE INC
+$100.3M
1,917,269
+24%
减持
—
LINDE PLC
+$96.9M
3,738,304
-0%
增持
—
FERGUSON PLC NEW
+$88.3M
1,898,755
+20%
增持
WCN
WASTE CONNECTIONS INC
+$84.7M
9,061,075
+4%
增持
—
ACCENTURE PLC IRELAND
+$84.6M
3,229,563
+1%
建仓
—
THOMSON REUTERS CORP.
+$83.0M
613,712
清仓
ASR
GRUPO AEROPORTUARIO DEL SURE
-$78.2M
0
-100%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$75.2M
4,118,495
-1%
减持
—
ASML HOLDING N V
+$73.8M
2,045,003
-1%
建仓
FMX
FOMENTO ECONOMICO MEXICANO S
+$72.0M
650,999
增持
BILL
BILL HOLDINGS INC
+$71.7M
1,809,376
+5%
减持
—
FERRARI N V
+$69.9M
1,697,353
-5%
减持
AJG
GALLAGHER ARTHUR J & CO
+$68.9M
2,553,909
-1%
减持
—
LAM RESEARCH CORP
-$68.9M
587,846
-31%
减持
—
WNS HLDGS LTD
-$61.4M
926,873
-34%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$55.5M
975,415
-1%
减持
—
ALCON AG
-$50.1M
30,482
-96%
减持
TEAM
ATLASSIAN CORPORATION
-$40.4M
9,503,488
-0%
减持
SYK
STRYKER CORPORATION
+$34.5M
1,921,943
-1%
减持
LPLA
LPL FINL HLDGS INC
+$33.4M
2,446,845
-1%
增持
TTEK
TETRA TECH INC NEW
+$30.6M
280,915
+163%
减持
V
VISA INC
+$27.2M
2,461,197
-1%
减持
FND
FLOOR & DECOR HLDGS INC
+$25.1M
4,411,836
-1%
清仓
BZ
KANZHUN LIMITED
-$24.8M
0
-100%
建仓
—
ABCAM PLC
+$20.3M
860,702
减持
COST
COSTCO WHSL CORP NEW
+$19.8M
520,615
-1%
增持
—
SHOCKWAVE MED INC
+$15.6M
99,302
+68%
减持
CTVA
CORTEVA INC
-$15.5M
4,425,387
-1%
建仓
CWST
CASELLA WASTE SYS INC
+$15.3M
168,755
增持
APG
API GROUP CORP
+$14.6M
1,223,557
+45%
减持
DAVA
ENDAVA PLC
-$14.3M
27,710
-88%
建仓
AMN
AMN HEALTHCARE SVCS INC
+$13.8M
126,250
建仓
RRX
REGAL REXNORD CORPORATION
+$13.6M
90,074
建仓
INSP
INSPIRE MED SYS INC
+$12.3M
38,540
清仓
CSX
CSX CORP
-$11.6M
0
-100%
减持
HEI/A
HEICO CORP NEW
+$10.1M
2,421,161
-1%
减持
ZTO
ZTO EXPRESS CAYMAN INC
-$9.1M
2,085,119
-3%
增持
HLMN
HILLMAN SOLUTIONS CORP
+$8.8M
2,510,118
+52%
建仓
—
SUPER MICRO COMPUTER INC
+$8.7M
36,710
减持
—
BEACON ROOFING SUPPLY INC
+$8.4M
440,165
-9%
清仓
AHCO
ADAPTHEALTH CORP
-$8.3M
0
-100%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
+$7.8M
998,756
-6%
减持
—
ASTRAZENECA PLC
+$7.8M
5,101,237
-1%
增持
ADUS
ADDUS HOMECARE CORP
-$6.9M
512,943
+0%
减持
—
SMARTSHEET INC
-$6.9M
278,163
-24%
减持
—
AMERICAN WOODMARK CORPORATIO
+$6.6M
371,810
-12%
增持
RMD
RESMED INC
+$6.3M
3,504,371
+1%
清仓
TNDM
TANDEM DIABETES CARE INC
-$6.1M
0
-100%
增持
VEEV
VEEVA SYS INC
+$6.1M
87,988
+43%
减持
VRRM
VERRA MOBILITY CORP
+$6.0M
2,132,628
-0%
减持
UNH
UNITEDHEALTH GROUP INC
+$5.9M
1,182,264
-1%
减持
FOUR
SHIFT4 PMTS INC
-$5.8M
180,975
-24%
增持
SPSC
SPS COMM INC
+$5.6M
111,863
+7%
增持
SGRY
SURGERY PARTNERS INC
+$5.6M
417,658
+8%
增持
CRMT
AMERICAS CAR-MART INC
+$5.5M
245,835
+0%
建仓
—
APELLIS PHARMACEUTICALS INC
+$5.4M
59,064
增持
PLUS
EPLUS INC
+$5.1M
699,936
+0%
增持
AZTA
AZENTA INC
+$4.9M
993,590
+7%
减持
EFA
ISHARES TR
-$4.8M
3,217
-95%
减持
REXR
REXFORD INDL RLTY INC
-$4.8M
249,181
-16%
清仓
—
NANOSTRING TECHNOLOGIES INC
-$4.7M
0
-100%
增持
FIVN
FIVE9 INC
+$4.6M
283,950
+8%
减持
—
AZEK CO INC
+$4.5M
651,928
-0%
增持
UFPI
UFP INDUSTRIES INC
+$4.4M
190,879
+7%
减持
—
CUSHMAN WAKEFIELD PLC
-$4.4M
1,802,300
-0%
建仓
—
KARUNA THERAPEUTICS INC
+$4.2M
19,193
减持
—
GLOBANT S A
+$4.0M
389,025
-4%
减持
VLRS
CONTROLADORA VUELA COMP DE A
-$4.0M
1,165,412
-29%
增持
POWI
POWER INTEGRATIONS INC
+$3.9M
168,272
+18%
增持
PPLI
IAC INC
+$3.9M
265,729
+7%
减持
CLAR
CLARUS CORP NEW
-$3.7M
421,484
-47%
增持
MRCY
MERCURY SYS INC
-$3.7M
283,109
+8%
增持
PRI
PRIMERICA INC
+$3.5M
92,307
+6%
增持
—
MERIDIANLINK INC
+$3.5M
984,218
+0%
减持
PFGC
PERFORMANCE FOOD GROUP CO
-$3.4M
239,629
-19%
增持
EME
EMCOR GROUP INC
+$3.4M
153,577
+0%
减持
—
LESLIES INC
-$3.3M
1,993,320
-0%
减持
DXCM
DEXCOM INC
-$3.2M
109,973
-27%
减持
AMD
ADVANCED MICRO DEVICES INC
+$3.2M
202,784
-0%
增持
RGEN
REPLIGEN CORP
-$3.1M
126,873
+1%
增持
JBTM
JOHN BEAN TECHNOLOGIES CORP
+$3.1M
153,627
+7%
增持
MTDR
MATADOR RES CO
+$3.0M
341,647
+9%
增持
TKR
TIMKEN CO
+$3.0M
185,679
+8%
减持
NVO
NOVO-NORDISK A S
+$3.0M
3,467,660
-1%
增持
DCGO
DOCGO INC
+$2.9M
1,258,033
+23%
增持
ISRG
INTUITIVE SURGICAL INC
+$2.8M
27,715
+6%
减持
—
FABRINET
+$2.6M
353,758
-4%
减持
UNF
UNIFIRST CORP MASS
-$2.6M
130,197
-0%
增持
PLNT
PLANET FITNESS INC
+$2.4M
252,002
+34%
减持
ICUI
ICU MED INC
+$2.4M
175,737
-0%
减持
—
GLOBAL BLUE GROUP HOLDING AG
-$2.4M
2,065,476
-2%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$2.3M
73,225
+112%
增持
CASY
CASEYS GEN STORES INC
+$2.3M
68,851
+3%
减持
LSTR
LANDSTAR SYS INC
+$2.3M
171,431
-0%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$2.2M
5,719
-3%
减持
GO
GROCERY OUTLET HLDG CORP
+$2.2M
899,445
-0%
增持
DORM
DORMAN PRODS INC
-$2.2M
297,755
+0%
增持
CSW
CSW INDUSTRIALS INC
+$2.1M
78,056
+0%
减持
—
THOUGHTWORKS HOLDING INC
-$2.1M
1,368,290
-19%
增持
ATRC
ATRICURE INC
+$2.1M
202,068
+6%
建仓
TFII
TFI INTL INC
+$2.0M
17,662
增持
EVR
EVERCORE INC
+$2.0M
120,326
+7%
减持
SHOP
SHOPIFY INC
+$2.0M
152,650
-7%
增持
ARWR
ARROWHEAD PHARMACEUTICALS IN
+$1.8M
151,627
+7%
减持
—
R1 RCM INC
+$1.8M
580,086
-2%
增持
TXRH
TEXAS ROADHOUSE INC
+$1.8M
151,175
+8%
增持
—
ENSTAR GROUP LIMITED
+$1.8M
134,230
+0%
增持
EEFT
EURONET WORLDWIDE INC
+$1.7M
128,665
+8%
增持
—
SP PLUS CORP
+$1.7M
325,594
+0%
增持
NGVT
INGEVITY CORP
-$1.7M
196,203
+7%
增持
CZR
CAESARS ENTERTAINMENT INC NE
+$1.7M
301,371
+7%
增持
PR
PERMIAN RESOURCES CORP
+$1.6M
1,254,506
+8%
增持
CYRX
CRYOPORT INC
-$1.6M
294,145
+6%
增持
INSM
INSMED INC
+$1.6M
284,621
+10%
增持
PCOR
PROCORE TECHNOLOGIES INC
+$1.6M
210,893
+9%
增持
WSC
WILLSCOT MOBIL MINI HLDNG CO
+$1.5M
367,892
+7%
减持
CPNG
COUPANG INC
+$1.5M
1,205,599
-2%
增持
AIT
APPLIED INDL TECHNOLOGIES IN
+$1.5M
110,213
+8%
减持
BBIO
BRIDGEBIO PHARMA INC
-$1.4M
278,654
-25%
减持
IPAR
INTER PARFUMS INC
-$1.3M
182,062
-0%
增持
AXSM
AXSOME THERAPEUTICS INC
+$1.3M
94,278
+6%
增持
RCKT
ROCKET PHARMACEUTICALS INC
+$1.3M
282,934
+11%
减持
NOVT
NOVANTA INC
+$1.2M
54,712
-3%
建仓
HLN
HALEON PLC
+$1.2M
145,898
建仓
—
UBS GROUP AG
+$1.2M
59,144
增持
MELI
MERCADOLIBRE INC
-$1.2M
9,981
+1%
增持
SAIC
SCIENCE APPLICATIONS INTL CO
+$1.1M
92,055
+7%
减持
LECO
LINCOLN ELEC HLDGS INC
-$1.1M
14,661
-38%
增持
HCAT
HEALTH CATALYST INC
+$1.0M
635,574
+8%
减持
BRO
BROWN & BROWN INC
+$1.0M
95,200
-2%
