小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 11
增持 60
减持 69
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
NU
NU HLDGS LTD
+$1.13B
99,965,627
+1157%
增持
CPNG
COUPANG INC
+$768.0M
44,926,485
+2251%
建仓
—
MONDAY COM LTD
+$728.5M
3,225,401
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
APP
APPLOVIN CORP
+$497.5M
7,187,062
增持
GE
GENERAL ELECTRIC CO
+$493.9M
5,778,771
+42%
减持
MELI
MERCADOLIBRE INC
-$489.4M
892,590
-23%
减持
TEAM
ATLASSIAN CORPORATION
-$483.0M
9,443,114
-2%
增持
ILMN
ILLUMINA INC
+$443.2M
3,377,221
+2232%
减持
—
ASML HOLDING N V
+$335.6M
1,734,299
-2%
增持
NVDA
NVIDIA CORPORATION
+$329.3M
795,462
+1%
减持
—
ICON PLC
+$293.7M
6,717,813
-2%
减持
CP
CANADIAN PACIFIC KANSAS CITY
+$262.6M
34,555,241
-2%
减持
—
ARCH CAP GROUP LTD
+$232.8M
14,117,989
-2%
清仓
HEI/A
HEICO CORP NEW
-$207.0M
0
-100%
减持
WCN
WASTE CONNECTIONS INC
+$198.6M
9,399,601
-1%
增持
—
ARISTA NETWORKS INC
+$167.6M
3,049,416
+1%
减持
—
LINDE PLC
+$164.2M
3,489,936
-2%
减持
—
AON PLC
+$162.9M
4,335,658
-2%
减持
AMZN
AMAZON COM INC
+$131.2M
4,915,373
-0%
减持
IBN
ICICI BANK LIMITED
+$116.5M
64,080,774
-2%
增持
ISRG
INTUITIVE SURGICAL INC
+$110.1M
1,717,956
+1%
减持
DDOG
DATADOG INC
-$102.6M
5,444,203
-13%
增持
MCK
MCKESSON CORP
+$100.1M
1,118,029
+2%
增持
MSFT
MICROSOFT CORP
+$94.5M
1,974,627
+1%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$93.4M
4,252,168
+1%
减持
—
FERRARI N V
+$92.4M
1,069,520
-4%
减持
ENTG
ENTEGRIS INC
+$91.7M
5,122,052
-1%
减持
NVO
NOVO-NORDISK A S
+$86.9M
4,077,797
-3%
减持
EFA
ISHARES TR
-$85.7M
4,107
-100%
清仓
FMX
FOMENTO ECONOMICO MEXICANO S
-$83.0M
0
-100%
增持
CTVA
CORTEVA INC
+$74.8M
7,219,424
+2%
增持
AJG
GALLAGHER ARTHUR J & CO
+$73.0M
2,624,447
+1%
增持
FND
FLOOR & DECOR HLDGS INC
+$71.2M
4,522,019
+0%
增持
SNOW
SNOWFLAKE INC
-$70.9M
1,848,043
+1%
减持
EPAM
EPAM SYS INC
-$70.6M
2,451,959
-2%
增持
LPLA
LPL FINL HLDGS INC
+$60.9M
1,697,064
+0%
减持
V
VISA INC
-$46.2M
2,184,894
-13%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$45.9M
986,616
-0%
清仓
—
WNS HLDGS LTD
-$43.8M
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$42.5M
2,996,085
-3%
增持
—
CELESTICA INC
+$39.9M
2,398,352
+5%
增持
UNH
UNITEDHEALTH GROUP INC
-$33.2M
1,210,548
+1%
减持
COST
COSTCO WHSL CORP NEW
+$32.2M
529,857
-1%
建仓
—
GRAB HOLDINGS LIMITED
+$32.0M
10,176,826
增持
CNQ
CANADIAN NAT RES LTD
+$27.8M
2,241,367
+2%
减持
—
FABRINET
-$23.9M
174,871
-40%
建仓
kspi us equity
KASPI KZ JSC
+$23.4M
181,595
增持
—
SHOCKWAVE MED INC
+$21.6M
157,800
+1%
减持
—
FERGUSON PLC NEW
+$21.1M
1,206,574
-4%
增持
—
BEACON ROOFING SUPPLY INC
+$20.8M
514,685
+53%
增持
AMN
AMN HEALTHCARE SVCS INC
+$20.2M
764,997
+108%
减持
EME
EMCOR GROUP INC
-$19.8M
14,941
-87%
增持
—
UBS GROUP AG
+$19.6M
5,310,064
+15%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$18.9M
1,986,197
+96%
减持
BILL
BILL HOLDINGS INC
-$18.2M
229,361
-44%
减持
—
GLOBANT S A
-$17.7M
324,108
-6%
建仓
FWRG
FIRST WATCH RESTAURANT GROUP
+$16.0M
651,114
清仓
PCOR
PROCORE TECHNOLOGIES INC
-$15.9M
0
-100%
清仓
UFPI
UFP INDUSTRIES INC
-$15.6M
0
-100%
建仓
—
INTER & CO INC
+$14.8M
2,585,311
减持
—
SUPER MICRO COMPUTER INC
+$13.8M
24,749
-35%
建仓
—
WNS HLDGS LTD
+$13.5M
268,048
清仓
FOXF
FOX FACTORY HLDG CORP
-$13.1M
0
-100%
清仓
—
KARUNA THERAPEUTICS INC
-$11.9M
0
-100%
减持
PLUS
EPLUS INC
-$10.7M
466,182
-20%
增持
SAIA
SAIA INC
+$10.5M
74,582
+1%
减持
—
STERIS PLC
-$10.5M
4,737,200
-2%
增持
BOOT
BOOT BARN HLDGS INC
+$9.7M
331,314
+17%
建仓
LLY
ELI LILLY & CO
+$8.9M
11,477
增持
APPF
APPFOLIO INC
+$8.3M
86,247
+15%
减持
RGEN
REPLIGEN CORP
-$7.6M
89,616
-31%
增持
—
MERIDIANLINK INC
-$7.3M
1,154,432
+1%
减持
BBIO
BRIDGEBIO PHARMA INC
-$6.8M
173,926
-40%
增持
RMBS
RAMBUS INC DEL
+$6.6M
358,747
+58%
减持
AZTA
AZENTA INC
-$6.4M
796,562
-3%
减持
MOD
MODINE MFG CO
+$6.0M
190,556
-5%
清仓
ACWI
ISHARES TR
-$5.9M
0
-100%
建仓
—
STEVANATO GROUP S P A
+$5.8M
182,000
增持
ASH
ASHLAND INC
+$5.8M
290,677
+9%
增持
AVNT
AVIENT CORPORATION
+$5.6M
528,106
+29%
减持
—
AMERICAN WOODMARK CORPORATIO
-$5.6M
179,642
-29%
减持
—
THOMSON REUTERS CORP.
+$5.4M
1,093,760
-4%
减持
PR
PERMIAN RESOURCES CORP
+$5.4M
1,367,115
-1%
减持
TTEK
TETRA TECH INC NEW
+$5.3M
337,891
-1%
建仓
ACAD
ACADIA PHARMACEUTICALS INC
+$5.2M
282,035
清仓
MNST
MONSTER BEVERAGE CORP NEW
-$5.2M
0
-100%
增持
—
ASTRAZENECA PLC
+$4.7M
3,084,031
+2%
减持
EVR
EVERCORE INC
-$4.7M
96,454
-28%
增持
TXRH
TEXAS ROADHOUSE INC
+$4.7M
144,112
+0%
增持
—
CUSHMAN WAKEFIELD PLC
+$4.6M
2,459,173
+28%
增持
WEX
WEX INC
+$4.5M
108,569
+0%
增持
HLMN
HILLMAN SOLUTIONS CORP
+$4.5M
3,245,912
+1%
增持
JBTM
JOHN BEAN TECHNOLOGIES CORP
+$4.3M
196,673
+22%
减持
WH
WYNDHAM HOTELS & RESORTS INC
-$4.0M
317,814
-10%
增持
—
SMARTSHEET INC
-$3.9M
414,470
+1%
增持
DCGO
DOCGO INC
-$3.9M
2,627,032
+2%
增持
PRI
PRIMERICA INC
+$3.9M
80,314
+1%
清仓
EOG
EOG RES INC
-$3.7M
0
-100%
减持
YETI
YETI HLDGS INC
-$3.7M
67,223
-44%
减持
—
R1 RCM INC
-$3.4M
139,687
-71%
增持
ICUI
ICU MED INC
+$3.4M
256,946
+6%
减持
GDDY
GODADDY INC
-$3.3M
47,233
-44%
增持
MTDR
MATADOR RES CO
+$3.3M
312,066
+2%
增持
FIVE
FIVE BELOW INC
-$3.3M
107,312
+1%
减持
MZTI
LANCASTER COLONY CORP
+$3.3M
107,830
-6%
增持
MRCY
MERCURY SYS INC
-$3.2M
450,547
+0%
减持
—
LAM RESEARCH CORP
-$3.2M
484,865
-19%
增持
CRMT
AMERICAS CAR-MART INC
-$3.1M
224,875
+2%
增持
FIVN
FIVE9 INC
-$3.1M
329,602
+12%
减持
ADUS
ADDUS HOMECARE CORP
+$3.1M
487,082
-3%
建仓
CYTK
CYTOKINETICS INC
+$3.1M
43,866
增持
VLRS
CONTROLADORA VUELA COMP DE A
-$3.0M
1,745,219
+4%
减持
IPAR
INTER PARFUMS INC
-$3.0M
189,181
-6%
增持
CWST
CASELLA WASTE SYS INC
+$3.0M
227,819
+0%
增持
AIT
APPLIED INDL TECHNOLOGIES IN
+$3.0M
122,093
+1%
减持
JLL
JONES LANG LASALLE INC
-$3.0M
20,570
-44%
增持
CYRX
CRYOPORT INC
+$3.0M
459,492
+42%
减持
LSTR
LANDSTAR SYS INC
-$2.8M
156,588
-7%
减持
—
CREDICORP LTD
+$2.8M
287,036
-5%
减持
WSO
WATSCO INC
-$2.8M
8,390
-44%
减持
WING
WINGSTOP INC
+$2.6M
47,223
-17%
增持
IT
GARTNER INC
+$2.6M
19,585
+31%
减持
PTC
PTC INC
-$2.5M
20,221
-44%
减持
CASY
CASEYS GEN STORES INC
+$2.5M
63,399
-1%
减持
APG
API GROUP CORP
+$2.4M
1,171,264
-6%
减持
ZTO
ZTO EXPRESS CAYMAN INC
-$2.4M
866,722
-12%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$2.4M
5,098
-6%
减持
BRO
BROWN & BROWN INC
-$2.3M
60,657
-44%
减持
GGG
GRACO INC
-$2.2M
37,053
-44%
减持
SITE
SITEONE LANDSCAPE SUPPLY INC
-$2.1M
19,247
-42%
增持
—
ELASTIC N V
-$2.1M
225,031
+4%
减持
DORM
DORMAN PRODS INC
+$2.0M
297,514
-5%
增持
PLNT
PLANET FITNESS INC
-$1.9M
242,347
+4%
增持
PRVA
PRIVIA HEALTH GROUP INC
-$1.9M
572,454
+4%
增持
REXR
REXFORD INDL RLTY INC
-$1.8M
280,349
+0%
减持
POOL
POOL CORP
-$1.8M
6,247
-42%
减持
MAS
MASCO CORP
-$1.8M
44,739
-43%
增持
FOUR
SHIFT4 PMTS INC
-$1.7M
203,587
+0%
增持
POWI
POWER INTEGRATIONS INC
-$1.7M
179,931
+3%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$1.7M
9,475
-43%
减持
CSW
CSW INDUSTRIALS INC
+$1.7M
77,032
-2%
减持
NTRA
NATERA INC
+$1.6M
116,467
-20%
增持
TKR
TIMKEN CO
+$1.6M
206,294
+1%
减持
HAYW
HAYWARD HLDGS INC
+$1.6M
2,009,330
-6%
增持
IRTC
IRHYTHM TECHNOLOGIES INC
+$1.6M
138,369
+4%
减持
MKSI
MKS INSTRS INC
-$1.5M
27,867
-44%
减持
RRX
REGAL REXNORD CORPORATION
-$1.5M
111,430
-23%
减持
KROS
KEROS THERAPEUTICS INC
+$1.4M
117,030
-24%
增持
PFGC
PERFORMANCE FOOD GROUP CO
+$1.4M
269,393
+0%
增持
—
GLOBAL BLUE GROUP HOLDING AG
+$1.4M
1,920,343
+4%
