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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 7
增持 90
减持 38
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
MELI
MERCADOLIBRE INC
+$830.6M
665,189
+6565%
清仓
RMD
RESMED INC
-$768.7M
0
-100%
增持
—
ICON PLC
+$404.5M
7,594,972
+30%
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
TEAM
ATLASSIAN CORPORATION
+$308.6M
9,391,519
-1%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$308.5M
38,100,632
+22%
减持
—
ASML HOLDING N V
-$293.0M
2,016,308
-1%
增持
—
ARCH CAP GROUP LTD
+$237.0M
15,956,744
+16%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$203.4M
926,039
-0%
减持
BILL
BILL HOLDINGS INC
-$175.5M
330,790
-82%
减持
—
AON PLC
-$143.8M
4,914,189
-2%
增持
—
THOMSON REUTERS CORP.
+$126.9M
1,711,051
+179%
增持
CTVA
CORTEVA INC
+$98.9M
6,889,197
+56%
增持
—
ARISTA NETWORKS INC
+$86.9M
3,008,139
+5%
增持
WCN
WASTE CONNECTIONS INC
+$85.8M
10,218,545
+13%
增持
ENTG
ENTEGRIS INC
-$84.3M
5,150,914
+1%
减持
EPAM
EPAM SYS INC
+$69.7M
2,824,890
-2%
增持
—
ACCENTURE PLC IRELAND
+$63.3M
3,461,058
+7%
减持
—
FERRARI N V
-$60.8M
1,667,545
-2%
增持
FND
FLOOR & DECOR HLDGS INC
-$56.3M
4,474,755
+1%
增持
SYK
STRYKER CORPORATION
-$55.4M
1,943,601
+1%
减持
SNOW
SNOWFLAKE INC
-$52.6M
1,865,527
-3%
增持
LPLA
LPL FINL HLDGS INC
+$51.7M
2,457,027
+0%
减持
—
STERIS PLC
-$51.0M
5,413,509
-1%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$47.6M
1,011,867
+1%
增持
MSFT
MICROSOFT CORP
-$37.5M
1,949,538
+2%
增持
DDOG
DATADOG INC
-$37.2M
6,292,305
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$36.8M
1,198,454
+1%
增持
NVO
NOVO-NORDISK A S
+$33.6M
6,528,911
+88%
增持
NVDA
NVIDIA CORPORATION
+$32.0M
777,492
+4%
增持
AJG
GALLAGHER ARTHUR J & CO
+$31.0M
2,596,873
+2%
清仓
—
FOCUS FINL PARTNERS INC
-$27.5M
0
-100%
减持
—
ASTRAZENECA PLC
-$26.7M
4,997,705
-2%
建仓
ENSG
ENSIGN GROUP INC
+$26.3M
282,794
减持
ZTO
ZTO EXPRESS CAYMAN INC
-$25.7M
1,094,119
-48%
增持
HEI/A
HEICO CORP NEW
-$24.6M
2,453,525
+1%
减持
—
WNS HLDGS LTD
-$24.5M
638,660
-31%
清仓
—
ABCAM PLC
-$20.3M
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$19.6M
530,739
+2%
减持
IBN
ICICI BANK LIMITED
-$18.8M
70,432,523
-1%
清仓
—
LESLIES INC
-$18.7M
0
-100%
清仓
—
STEVANATO GROUP S P A
-$18.2M
0
-100%
增持
HAYW
HAYWARD HLDGS INC
+$17.5M
1,914,891
+149%
增持
ASH
ASHLAND INC
+$16.7M
230,969
+809%
增持
CPNG
COUPANG INC
+$15.8M
2,170,147
+80%
清仓
DXCM
DEXCOM INC
-$14.2M
0
-100%
清仓
INSP
INSPIRE MED SYS INC
-$12.3M
0
-100%
增持
MCK
MCKESSON CORP
+$12.3M
1,088,553
+1%
增持
V
VISA INC
-$11.9M
2,493,831
+1%
清仓
NGVT
INGEVITY CORP
-$11.5M
0
-100%
建仓
CGNX
COGNEX CORP
+$11.4M
269,257
减持
—
BEACON ROOFING SUPPLY INC
-$11.3M
329,381
-25%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$10.5M
986,909
+1%
增持
ICUI
ICU MED INC
-$10.4M
176,587
+0%
清仓
ISRG
INTUITIVE SURGICAL INC
-$9.5M
0
-100%
建仓
MOD
MODINE MFG CO
+$9.4M
202,199
减持
—
AMERICAN WOODMARK CORPORATIO
-$9.2M
254,666
-32%
建仓
RMBS
RAMBUS INC DEL
+$9.2M
164,830
减持
VLRS
CONTROLADORA VUELA COMP DE A
-$8.8M
1,108,946
-5%
增持
FMX
FOMENTO ECONOMICO MEXICANO S
+$8.4M
732,312
+12%
增持
AMZN
AMAZON COM INC
-$7.8M
4,893,897
+1%
建仓
IRTC
IRHYTHM TECHNOLOGIES INC
+$7.8M
82,522
减持
CRMT
AMERICAS CAR-MART INC
-$7.4M
193,244
-21%
减持
—
FERGUSON PLC NEW
+$7.3M
1,865,523
-2%
减持
NOVT
NOVANTA INC
-$7.1M
21,094
-61%
减持
—
FABRINET
+$7.1M
320,778
-9%
增持
—
LAM RESEARCH CORP
-$6.8M
596,877
+2%
增持
EFA
ISHARES TR
+$6.4M
96,891
+2912%
增持
MRCY
MERCURY SYS INC
+$6.4M
435,821
+54%
减持
FIVN
FIVE9 INC
-$6.3M
269,033
-5%
增持
—
LINDE PLC
-$6.2M
3,815,346
+2%
清仓
GTM
ZOOMINFO TECHNOLOGIES INC
-$5.8M
0
-100%
清仓
—
APELLIS PHARMACEUTICALS INC
-$5.4M
0
-100%
增持
SGRY
SURGERY PARTNERS INC
-$5.4M
466,380
+12%
减持
SPSC
SPS COMM INC
-$5.1M
95,674
-14%
增持
FIVE
FIVE BELOW INC
+$5.1M
120,269
+67%
建仓
IT
GARTNER INC
+$4.8M
13,762
增持
—
THOUGHTWORKS HOLDING INC
-$4.8M
1,377,375
+1%
增持
EEFT
EURONET WORLDWIDE INC
-$4.7M
130,625
+2%
减持
EME
EMCOR GROUP INC
-$4.6M
112,877
-27%
减持
—
R1 RCM INC
-$4.1M
429,943
-26%
增持
PR
PERMIAN RESOURCES CORP
+$4.1M
1,280,055
+2%
增持
TTEK
TETRA TECH INC NEW
+$4.0M
331,544
+18%
清仓
APH
AMPHENOL CORP NEW
-$4.0M
0
-100%
增持
CALY
TOPGOLF CALLAWAY BRANDS CORP
-$4.0M
682,964
+2%
清仓
CLAR
CLARUS CORP NEW
-$3.9M
0
-100%
增持
ADUS
ADDUS HOMECARE CORP
-$3.8M
515,333
+0%
增持
PLNT
PLANET FITNESS INC
-$3.8M
267,276
+6%
增持
HLMN
HILLMAN SOLUTIONS CORP
+$3.6M
3,226,824
+29%
减持
UFPI
UFP INDUSTRIES INC
-$3.6M
146,879
-23%
建仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$3.5M
14,568
增持
MZTI
LANCASTER COLONY CORP
-$3.5M
98,210
+0%
减持
—
ELASTIC N V
+$3.4M
251,678
-5%
增持
—
E2OPEN PARENT HOLDINGS INC
-$3.4M
3,217,647
+0%
增持
TKR
TIMKEN CO
-$3.2M
188,496
+2%
增持
PPLI
IAC INC
-$3.1M
270,167
+2%
增持
AMN
AMN HEALTHCARE SVCS INC
+$3.0M
196,975
+56%
增持
POWI
POWER INTEGRATIONS INC
-$3.0M
171,640
+2%
清仓
LECO
LINCOLN ELEC HLDGS INC
-$2.9M
0
-100%
减持
PAYC
PAYCOM SOFTWARE INC
-$2.9M
37,994
-5%
增持
RYAAY
RYANAIR HOLDINGS PLC
+$2.8M
41,347
+276%
增持
BBIO
BRIDGEBIO PHARMA INC
+$2.7M
284,487
+2%
增持
FOXF
FOX FACTORY HLDG CORP
+$2.7M
178,630
+30%
增持
LSTR
LANDSTAR SYS INC
-$2.6M
172,135
+0%
增持
HALO
HALOZYME THERAPEUTICS INC
+$2.5M
292,232
+24%
减持
—
CUSHMAN WAKEFIELD PLC
-$2.4M
1,611,822
-11%
增持
JBTM
JOHN BEAN TECHNOLOGIES CORP
-$2.3M
156,910
+2%
增持
CASY
CASEYS GEN STORES INC
+$2.3M
70,169
+2%
清仓
INDA
ISHARES TR
-$2.1M
0
-100%
增持
TXRH
TEXAS ROADHOUSE INC
-$2.1M
153,985
+2%
增持
FOUR
SHIFT4 PMTS INC
-$2.1M
184,935
+2%
增持
EVR
EVERCORE INC
+$2.1M
123,635
+3%
增持
WSC
WILLSCOT MOBIL MINI HLDNG CO
-$2.0M
374,606
+2%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$2.0M
5,466
-4%
增持
AMD
ADVANCED MICRO DEVICES INC
-$2.0M
203,691
+0%
增持
VRRM
VERRA MOBILITY CORP
-$2.0M
2,141,784
+0%
减持
RGEN
REPLIGEN CORP
+$1.9M
124,706
-2%
增持
WH
WYNDHAM HOTELS & RESORTS INC
+$1.9M
342,520
+8%
增持
PRVA
PRIVIA HEALTH GROUP INC
+$1.9M
502,531
+39%
增持
AVNT
AVIENT CORPORATION
-$1.9M
376,150
+2%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$1.8M
4,189,932
+2%
增持
APG
API GROUP CORP
-$1.7M
1,229,123
+0%
减持
PLUS
EPLUS INC
-$1.7M
591,179
-16%
减持
MTDR
MATADOR RES CO
-$1.6M
276,178
-19%
增持
GO
GROCERY OUTLET HLDG CORP
-$1.6M
903,322
+0%
增持
AIT
APPLIED INDL TECHNOLOGIES IN
+$1.5M
112,609
+2%
增持
—
SUPER MICRO COMPUTER INC
+$1.5M
36,916
+1%
增持
—
SHOCKWAVE MED INC
+$1.5M
149,695
+51%
增持
WING
WINGSTOP INC
-$1.5M
89,091
+2%
增持
HCAT
HEALTH CATALYST INC
-$1.4M
647,824
+2%
减持
—
GLOBAL BLUE GROUP HOLDING AG
+$1.3M
1,881,718
-9%
增持
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$1.3M
152,230
+0%
增持
INSM
INSMED INC
+$1.3M
289,736
+2%
增持
CZR
CAESARS ENTERTAINMENT INC NE
-$1.2M
305,781
+1%
增持
—
SP PLUS CORP
-$1.0M
327,183
+0%
增持
JLL
JONES LANG LASALLE INC
+$1.0M
32,353
+41%
减持
—
GLOBANT S A
+$1.0M
359,065
-8%
增持
—
MERIDIANLINK INC
-$1.0M
1,145,987
+16%
增持
RARE
ULTRAGENYX PHARMACEUTICAL IN
-$1.0M
107,765
+2%
减持
AZTA
AZENTA INC
-$1.0M
903,953
-9%
增持
YETI
YETI HLDGS INC
+$1.0M
105,299
+0%
减持
OLLI
OLLIES BARGAIN OUTLET HLDGS
+$986.6K
319,253
-22%
增持
ATRC
ATRICURE INC
-$969.0K
205,596
+2%
增持
CYRX
CRYOPORT INC
-$961.2K
299,984
+2%
增持
MKSI
MKS INSTRS INC
-$946.7K
43,764
+0%
增持
UNF
UNIFIRST CORP MASS
+$926.4K
130,898
+1%
减持
TFII
TFI INTL INC
-$926.1K
8,597
-51%
增持
—
SMARTSHEET INC
+$910.2K
283,723
+2%
减持
—
ALCON AG
-$856.9K
21,437
-30%
增持
—
KARUNA THERAPEUTICS INC
-$856.3K
19,540
+2%
增持
ESI
ELEMENT SOLUTIONS INC
+$841.2K
1,968,021
+0%
