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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 11
增持 81
减持 49
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$1.02B
2,377
-100%
增持
MELI
MERCADOLIBRE INC
+$996.5M
1,162,724
+75%
建仓
ISRG
INTUITIVE SURGICAL INC
+$575.5M
1,700,806
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。
清仓
SYK
STRYKER CORPORATION
-$531.8M
0
-100%
建仓
GE
GENERAL ELECTRIC CO
+$520.5M
4,056,174
增持
TEAM
ATLASSIAN CORPORATION
+$425.6M
9,640,536
+3%
减持
—
AON PLC
-$309.8M
4,438,294
-10%
减持
—
ARCH CAP GROUP LTD
-$203.6M
14,479,019
-9%
减持
DDOG
DATADOG INC
+$202.4M
6,290,833
-0%
减持
LPLA
LPL FINL HLDGS INC
-$196.4M
1,696,094
-31%
增持
—
ARISTA NETWORKS INC
+$164.1M
3,024,220
+1%
减持
—
ASML HOLDING N V
+$158.4M
1,778,050
-12%
减持
NVO
NOVO-NORDISK A S
-$157.3M
4,220,198
-35%
增持
ENTG
ENTEGRIS INC
+$144.5M
5,173,163
+0%
增持
—
UBS GROUP AG
+$141.9M
4,635,670
+6797%
增持
CNQ
CANADIAN NAT RES LTD
+$141.8M
2,192,895
+9298%
减持
—
ASTRAZENECA PLC
-$134.2M
3,034,254
-39%
增持
AMZN
AMAZON COM INC
+$133.9M
4,925,445
+1%
增持
MSFT
MICROSOFT CORP
+$120.2M
1,961,939
+1%
减持
—
FERRARI N V
-$119.0M
1,109,524
-33%
减持
—
STERIS PLC
-$113.6M
4,850,134
-10%
减持
HEI/A
HEICO CORP NEW
-$110.8M
1,452,390
-41%
增持
FND
FLOOR & DECOR HLDGS INC
+$110.0M
4,521,719
+1%
增持
—
LAM RESEARCH CORP
+$100.4M
600,594
+1%
减持
—
ICON PLC
+$92.9M
6,869,881
-10%
减持
SNOW
SNOWFLAKE INC
+$83.7M
1,836,366
-2%
增持
V
VISA INC
+$82.2M
2,519,197
+1%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$79.9M
4,229,460
+1%
增持
EFA
ISHARES TR
+$79.3M
1,142,675
+1079%
建仓
—
CELESTICA INC
+$67.8M
2,292,409
建仓
NU
NU HLDGS LTD
+$66.5M
7,949,908
减持
—
FERGUSON PLC NEW
-$64.3M
1,255,661
-33%
增持
COST
COSTCO WHSL CORP NEW
+$56.1M
536,822
+1%
减持
IBN
ICICI BANK LIMITED
-$52.5M
65,066,057
-8%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$50.9M
35,113,717
-8%
增持
NVDA
NVIDIA CORPORATION
+$50.9M
786,498
+1%
减持
—
THOMSON REUTERS CORP.
-$44.9M
1,134,026
-34%
增持
—
CREDICORP LTD
+$43.7M
303,705
+1724%
减持
WCN
WASTE CONNECTIONS INC
+$39.4M
9,529,490
-7%
减持
—
LINDE PLC
+$35.6M
3,553,793
-7%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$28.0M
989,837
+0%
增持
UNH
UNITEDHEALTH GROUP INC
+$26.8M
1,204,167
+0%
增持
MCK
MCKESSON CORP
+$26.7M
1,093,189
+0%
减持
EPAM
EPAM SYS INC
+$25.4M
2,502,390
-11%
增持
ILMN
ILLUMINA INC
+$20.1M
144,803
+4288%
减持
—
ACCENTURE PLC IRELAND
+$18.1M
3,074,545
-11%
清仓
VEEV
VEEVA SYS INC
-$17.2M
0
-100%
清仓
—
E2OPEN PARENT HOLDINGS INC
-$14.6M
0
-100%
增持
SAIA
SAIA INC
+$14.4M
73,973
+59%
建仓
APPF
APPFOLIO INC
+$12.9M
74,732
建仓
WAL
WESTERN ALLIANCE BANCORP
+$12.4M
184,329
增持
APG
API GROUP CORP
+$11.7M
1,252,056
+2%
减持
—
GLOBANT S A
+$11.6M
346,491
-4%
增持
CTVA
CORTEVA INC
-$10.9M
7,103,146
+3%
增持
AMN
AMN HEALTHCARE SVCS INC
+$10.9M
368,192
+87%
减持
OLLI
OLLIES BARGAIN OUTLET HLDGS
-$10.3M
189,472
-41%
清仓
PAYC
PAYCOM SOFTWARE INC
-$9.9M
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$9.8M
208,051
+2%
减持
PLUS
EPLUS INC
+$9.6M
583,316
-1%
减持
—
MERIDIANLINK INC
+$9.5M
1,144,547
-0%
清仓
CALY
TOPGOLF CALLAWAY BRANDS CORP
-$9.4M
0
-100%
减持
AZTA
AZENTA INC
+$9.0M
820,842
-9%
增持
—
CUSHMAN WAKEFIELD PLC
+$8.9M
1,915,865
+19%
增持
—
KARUNA THERAPEUTICS INC
+$8.6M
37,686
+93%
减持
VRRM
VERRA MOBILITY CORP
+$8.5M
2,105,420
-2%
增持
AJG
GALLAGHER ARTHUR J & CO
-$8.5M
2,610,081
+1%
增持
VLRS
CONTROLADORA VUELA COMP DE A
+$8.4M
1,679,395
+51%
增持
RRX
REGAL REXNORD CORPORATION
+$8.3M
144,139
+57%
增持
—
SMARTSHEET INC
+$8.3M
410,878
+45%
增持
BOOT
BOOT BARN HLDGS INC
+$8.0M
282,246
+66%
减持
ESI
ELEMENT SOLUTIONS INC
+$7.0M
1,938,907
-1%
增持
TREX
TREX CO INC
+$6.9M
251,159
+9%
增持
TTEK
TETRA TECH INC NEW
+$6.8M
339,938
+3%
增持
IRTC
IRHYTHM TECHNOLOGIES INC
+$6.7M
133,195
+61%
减持
—
ENSTAR GROUP LIMITED
+$6.6M
132,831
-2%
清仓
HCAT
HEALTH CATALYST INC
-$6.6M
0
-100%
增持
ENSG
ENSIGN GROUP INC
+$6.6M
288,486
+2%
增持
RMBS
RAMBUS INC DEL
+$6.4M
227,710
+38%
增持
—
AZEK CO INC
+$6.4M
669,007
+2%
增持
FIVN
FIVE9 INC
+$6.3M
295,566
+10%
增持
EVR
EVERCORE INC
+$6.2M
134,438
+9%
增持
NTRA
NATERA INC
+$5.9M
145,996
+101%
建仓
ACWI
ISHARES TR
+$5.9M
57,680
减持
ZTO
ZTO EXPRESS CAYMAN INC
-$5.9M
986,933
-10%
增持
CGNX
COGNEX CORP
+$5.7M
402,248
+49%
减持
CPNG
COUPANG INC
-$5.6M
1,911,052
-12%
清仓
—
THOUGHTWORKS HOLDING INC
-$5.6M
0
-100%
增持
IPAR
INTER PARFUMS INC
+$5.0M
200,336
+9%
减持
VRTS
VIRTUS INVT PARTNERS INC
+$5.0M
112,785
-0%
增持
FOUR
SHIFT4 PMTS INC
+$4.9M
203,171
+10%
增持
BBIO
BRIDGEBIO PHARMA INC
+$4.7M
291,643
+3%
增持
FOXF
FOX FACTORY HLDG CORP
-$4.6M
192,313
+8%
建仓
IMVT
IMMUNOVANT INC
+$4.5M
107,401
增持
WH
WYNDHAM HOTELS & RESORTS INC
+$4.5M
351,546
+3%
减持
—
AMERICAN WOODMARK CORPORATIO
+$4.5M
254,346
-0%
建仓
POOL
POOL CORP
+$4.3M
10,757
增持
EEFT
EURONET WORLDWIDE INC
+$4.2M
142,516
+9%
增持
PFGC
PERFORMANCE FOOD GROUP CO
+$4.2M
268,296
+9%
减持
—
ELASTIC N V
+$4.2M
215,971
-14%
增持
RGEN
REPLIGEN CORP
+$4.2M
129,954
+4%
增持
—
BEACON ROOFING SUPPLY INC
+$4.1M
337,206
+2%
增持
ACIW
ACI WORLDWIDE INC
+$4.1M
473,868
+3%
增持
AVNT
AVIENT CORPORATION
+$4.0M
408,544
+9%
减持
PLNT
PLANET FITNESS INC
+$3.9M
232,904
-13%
增持
MTSI
MACOM TECH SOLUTIONS HLDGS I
+$3.8M
191,424
+10%
减持
HLMN
HILLMAN SOLUTIONS CORP
+$3.7M
3,222,733
-0%
增持
SPSC
SPS COMM INC
+$3.7M
102,107
+7%
增持
AIT
APPLIED INDL TECHNOLOGIES IN
+$3.6M
121,454
+8%
增持
ASH
ASHLAND INC
+$3.6M
265,544
+15%
增持
CWST
CASELLA WASTE SYS INC
+$3.6M
227,195
+9%
减持
—
FABRINET
+$3.5M
289,305
-10%
减持
FIVE
FIVE BELOW INC
+$3.4M
106,517
-11%
增持
GDDY
GODADDY INC
+$3.4M
84,010
+13%
增持
REXR
REXFORD INDL RLTY INC
+$3.4M
279,685
+10%
增持
DORM
DORMAN PRODS INC
+$3.3M
314,741
+2%
减持
ADUS
ADDUS HOMECARE CORP
+$3.3M
500,326
-3%
增持
RCKT
ROCKET PHARMACEUTICALS INC
+$3.3M
296,013
+2%
减持
—
SP PLUS CORP
-$3.2M
166,253
-49%
建仓
LULU
LULULEMON ATHLETICA INC
+$3.2M
6,366
增持
KROS
KEROS THERAPEUTICS INC
+$3.2M
154,664
+59%
增持
ICUI
ICU MED INC
+$3.2M
242,808
+38%
清仓
NOVT
NOVANTA INC
-$3.0M
0
-100%
减持
—
GLOBAL BLUE GROUP HOLDING AG
-$3.0M
1,849,017
-2%
增持
MZTI
LANCASTER COLONY CORP
+$2.9M
114,706
+17%
减持
MOD
MODINE MFG CO
+$2.8M
200,765
-1%
增持
WSC
WILLSCOT MOBIL MINI HLDNG CO
+$2.8M
409,694
+9%
减持
TXRH
TEXAS ROADHOUSE INC
+$2.7M
143,482
-7%
增持
SGRY
SURGERY PARTNERS INC
+$2.7M
505,836
+8%
减持
CSW
CSW INDUSTRIALS INC
+$2.6M
78,352
-0%
减持
FMX
FOMENTO ECONOMICO MEXICANO S
+$2.6M
635,633
-13%
增持
TKR
TIMKEN CO
+$2.6M
204,818
+9%
减持
LSTR
LANDSTAR SYS INC
+$2.5M
168,738
-2%
增持
DCGO
DOCGO INC
+$2.5M
2,582,673
+16%
增持
JLL
JONES LANG LASALLE INC
+$2.4M
36,692
+13%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$2.3M
5,432
-1%
增持
WEX
WEX INC
+$2.3M
108,123
+7%
增持
PPLI
IAC INC
+$2.1M
295,871
+10%
建仓
—
EXXON MOBIL CORP
+$2.1M
20,840
增持
INSM
INSMED INC
+$2.1M
295,328
+2%
增持
IT
GARTNER INC
+$2.0M
14,948
+9%
增持
RARE
ULTRAGENYX PHARMACEUTICAL IN
+$2.0M
120,985
+12%
增持
BILL
BILL HOLDINGS INC
-$2.0M
407,226
+23%
清仓
DAVA
ENDAVA PLC
-$1.9M
0
-100%
增持
SAIC
SCIENCE APPLICATIONS INTL CO
+$1.9M
94,188
+1%
减持
PRI
PRIMERICA INC
-$1.9M
79,746
-16%
增持
PTC
PTC INC
+$1.8M
36,021
+13%
增持
CZR
CAESARS ENTERTAINMENT INC NE
+$1.8M
334,335
+9%
减持
—
CI&T INC
-$1.8M
1,326,624
-2%
增持
PRVA
PRIVIA HEALTH GROUP INC
+$1.8M
549,087
+9%
增持
PCOR
PROCORE TECHNOLOGIES INC
+$1.8M
226,981
+6%
