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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 21
增持 47
减持 68
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.46B
8,531,822
+49265%
建仓
SE
SEA LTD
+$1.15B
15,384,819
减持
—
ACCENTURE PLC IRELAND
-$1.04B
5,944
-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。
建仓
—
SPOTIFY TECHNOLOGY S A
+$1.03B
3,267,870
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$654.7M
30,289,840
-12%
减持
TEAM
ATLASSIAN CORPORATION
-$549.9M
7,472,043
-21%
清仓
—
LAM RESEARCH CORP
-$471.1M
0
-100%
减持
—
AON PLC
-$426.5M
3,484,817
-20%
清仓
COST
COSTCO WHSL CORP NEW
-$388.2M
0
-100%
减持
—
ARISTA NETWORKS INC
-$332.0M
1,587,231
-48%
增持
APP
APPLOVIN CORP
+$316.4M
9,791,400
+36%
清仓
SNOW
SNOWFLAKE INC
-$298.6M
0
-100%
增持
AMZN
AMAZON COM INC
+$295.6M
5,975,454
+22%
增持
CPNG
COUPANG INC
+$294.4M
51,855,457
+15%
增持
—
MONDAY COM LTD
+$260.7M
4,186,698
+30%
减持
EPAM
EPAM SYS INC
-$260.6M
2,250,350
-8%
建仓
GEV
GE VERNOVA INC
+$246.5M
1,398,347
减持
—
ICON PLC
-$166.6M
6,673,480
-1%
减持
IBN
ICICI BANK LIMITED
+$151.8M
63,568,733
-1%
建仓
CLS
CELESTICA INC
+$151.4M
2,646,050
减持
ISRG
INTUITIVE SURGICAL INC
-$140.4M
1,224,923
-29%
减持
FND
FLOOR & DECOR HLDGS INC
-$133.9M
4,490,237
-1%
清仓
—
CELESTICA INC
-$107.8M
0
-100%
减持
—
ARCH CAP GROUP LTD
+$107.6M
13,983,544
-1%
减持
ILMN
ILLUMINA INC
-$106.8M
3,352,887
-1%
增持
NU
NU HLDGS LTD
+$105.9M
100,502,324
+1%
减持
GE
GE AEROSPACE
-$104.4M
5,669,452
-2%
减持
MELI
MERCADOLIBRE INC
-$103.3M
750,362
-16%
增持
—
ASTRAZENECA PLC
+$102.7M
3,986,286
+29%
减持
—
LINDE PLC
-$99.3M
3,455,316
-1%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
-$84.2M
2,015,153
+1%
减持
—
FERRARI N V
-$83.0M
936,030
-12%
减持
NVO
NOVO-NORDISK A S
+$59.4M
4,034,795
-1%
减持
MCK
MCKESSON CORP
+$58.0M
1,109,573
-1%
清仓
—
SHOCKWAVE MED INC
-$51.4M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$47.6M
6,180,440
+677%
减持
MSFT
MICROSOFT CORP
+$47.3M
1,938,899
-2%
减持
—
STERIS PLC
-$46.5M
4,705,958
-1%
建仓
FRPT
FRESHPET INC
+$42.2M
326,178
减持
CTVA
CORTEVA INC
-$39.8M
7,018,423
-3%
建仓
RGA
REINSURANCE GRP OF AMERICA I
+$38.6M
187,063
建仓
—
DESPEGAR COM CORP
+$38.4M
2,918,878
减持
V
VISA INC
-$37.0M
2,148,301
-2%
减持
ENTG
ENTEGRIS INC
-$35.4M
5,089,297
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$34.0M
979,457
-1%
减持
—
FERGUSON PLC NEW
-$33.1M
1,191,048
-1%
建仓
—
FTAI AVIATION LTD
+$32.6M
319,816
建仓
TCOM
TRIP COM GROUP LTD
+$29.5M
620,299
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$29.1M
4,225,702
-1%
建仓
BZ
KANZHUN LIMITED
+$29.0M
1,508,383
建仓
FIX
COMFORT SYS USA INC
+$27.0M
85,463
减持
—
ASML HOLDING N V
-$25.9M
1,612,015
-7%
清仓
—
SUPER MICRO COMPUTER INC
-$25.0M
0
-100%
减持
WCN
WASTE CONNECTIONS INC
+$24.9M
9,339,733
-1%
清仓
PR
PERMIAN RESOURCES CORP
-$24.1M
0
-100%
减持
—
FABRINET
-$23.3M
39,434
-77%
减持
AJG
GALLAGHER ARTHUR J & CO
+$21.2M
2,604,048
-1%
建仓
YMM
FULL TRUCK ALLIANCE CO LTD
+$19.8M
2,392,500
减持
AMN
AMN HEALTHCARE SVCS INC
-$19.7M
542,363
-29%
清仓
ZTO
ZTO EXPRESS CAYMAN INC
-$18.1M
0
-100%
清仓
WING
WINGSTOP INC
-$17.3M
0
-100%
减持
DDOG
DATADOG INC
+$15.9M
5,362,576
-1%
建仓
CBZ
CBIZ INC
+$14.9M
202,136
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$14.8M
0
-100%
减持
—
THOMSON REUTERS CORP.
+$14.2M
1,083,003
-1%
建仓
—
AMER SPORTS INC
+$13.4M
1,024,091
减持
SAIA
SAIA INC
-$13.3M
66,106
-11%
建仓
BRZE
BRAZE INC
+$13.2M
347,909
增持
CNQ
CANADIAN NAT RES LTD
-$12.2M
4,453,589
+99%
减持
REXR
REXFORD INDL RLTY INC
-$11.6M
55,524
-80%
减持
LPLA
LPL FINL HLDGS INC
+$11.5M
1,663,718
-2%
增持
TTEK
TETRA TECH INC NEW
+$11.4M
343,280
+2%
清仓
PRVA
PRIVIA HEALTH GROUP INC
-$11.2M
0
-100%
增持
EGP
EASTGROUP PPTYS INC
+$10.8M
83,776
+352%
增持
—
GRAB HOLDINGS LIMITED
+$10.7M
12,035,771
+18%
清仓
—
SP PLUS CORP
-$8.8M
0
-100%
建仓
META
META PLATFORMS INC
+$8.6M
16,470
减持
RGEN
REPLIGEN CORP
-$8.0M
67,032
-25%
建仓
GKOS
GLAUKOS CORP
+$8.0M
68,071
减持
—
UBS GROUP AG
-$7.8M
5,275,437
-1%
建仓
LNTH
LANTHEUS HLDGS INC
+$7.6M
94,074
增持
FIVE
FIVE BELOW INC
-$7.4M
108,910
+1%
建仓
PCVX
VAXCYTE INC
+$7.3M
92,304
增持
UNH
UNITEDHEALTH GROUP INC
-$6.7M
1,217,243
+1%
减持
HAYW
HAYWARD HLDGS INC
-$6.2M
1,998,176
-1%
减持
TXRH
TEXAS ROADHOUSE INC
-$6.2M
92,412
-36%
减持
HLMN
HILLMAN SOLUTIONS CORP
-$6.1M
3,226,531
-1%
增持
FIVN
FIVE9 INC
-$6.0M
335,611
+2%
增持
kspi us equity
KASPI KZ JSC
+$5.9M
221,463
+22%
增持
AZTA
AZENTA INC
-$5.9M
808,051
+1%
增持
FOUR
SHIFT4 PMTS INC
+$5.9M
263,602
+29%
增持
WEX
WEX INC
-$5.8M
114,398
+5%
增持
—
ELASTIC N V
+$5.4M
243,325
+8%
减持
ADUS
ADDUS HOMECARE CORP
+$5.0M
484,341
-1%
增持
CYRX
CRYOPORT INC
-$4.9M
468,163
+2%
增持
TREX
TREX CO INC
-$4.9M
207,625
+2%
建仓
LIF
LIFE360 INC
+$4.8M
149,528
增持
RRX
REGAL REXNORD CORPORATION
-$4.6M
113,106
+2%
减持
—
AZEK CO INC
-$4.6M
527,724
-0%
减持
VRRM
VERRA MOBILITY CORP
+$4.5M
1,990,187
-1%
增持
FWRG
FIRST WATCH RESTAURANT GROUP
-$4.4M
663,122
+2%
减持
IPAR
INTER PARFUMS INC
-$4.3M
188,178
-1%
减持
—
AMERICAN WOODMARK CORPORATIO
-$4.3M
178,985
-0%
增持
—
CREDICORP LTD
+$4.1M
331,494
+15%
增持
BILL
BILL HOLDINGS INC
-$4.0M
232,758
+1%
增持
—
INTER & CO INC
+$4.0M
3,001,008
+16%
增持
CZR
CAESARS ENTERTAINMENT INC NE
+$3.7M
470,682
+41%
增持
WAL
WESTERN ALLIANCE BANCORP
+$3.6M
270,025
+35%
增持
HALO
HALOZYME THERAPEUTICS INC
+$3.6M
310,829
+1%
减持
OLLI
OLLIES BARGAIN OUTLET HLDGS
+$3.5M
192,009
-1%
减持
MOD
MODINE MFG CO
-$3.5M
149,351
-22%
增持
—
BEACON ROOFING SUPPLY INC
-$3.4M
516,931
+0%
增持
WSC
WILLSCOT MOBIL MINI HLDNG CO
-$3.3M
424,368
+2%
减持
AVNT
AVIENT CORPORATION
-$3.3M
453,800
-14%
增持
AMD
ADVANCED MICRO DEVICES INC
-$3.2M
172,389
+1%
清仓
MTD
METTLER TOLEDO INTERNATIONAL
-$3.2M
0
-100%
减持
ESI
ELEMENT SOLUTIONS INC
+$3.1M
1,816,251
-1%
减持
VRTS
VIRTUS INVT PARTNERS INC
-$3.1M
109,533
-1%
减持
PLUS
EPLUS INC
-$3.1M
464,437
-0%
增持
—
GLOBANT S A
+$3.1M
381,901
+18%
减持
—
MERIDIANLINK INC
+$3.1M
1,147,588
-1%
增持
PLNT
PLANET FITNESS INC
+$3.0M
245,620
+1%
减持
ICUI
ICU MED INC
+$2.8M
256,074
-0%
清仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$2.7M
0
-100%
减持
MTSI
MACOM TECH SOLUTIONS HLDGS I
+$2.5M
186,960
-1%
增持
SGRY
SURGERY PARTNERS INC
-$2.5M
520,265
+2%
增持
—
SMARTSHEET INC
+$2.5M
423,866
+2%
减持
KROS
KEROS THERAPEUTICS INC
-$2.5M
116,544
-0%
建仓
NKE
NIKE INC
+$2.5M
26,445
减持
INSM
INSMED INC
-$2.4M
93,524
-71%
增持
NTRA
NATERA INC
+$2.4M
118,369
+2%
减持
MTDR
MATADOR RES CO
-$2.3M
311,146
-0%
增持
VLRS
CONTROLADORA VUELA COMP DE A
+$2.3M
2,396,774
+37%
减持
ACIW
ACI WORLDWIDE INC
+$2.3M
468,855
-1%
减持
MZTI
LANCASTER COLONY CORP
-$2.2M
107,201
-1%
减持
DCGO
DOCGO INC
-$2.2M
2,611,038
-1%
减持
CSW
CSW INDUSTRIALS INC
+$2.2M
76,608
-1%
增持
CGNX
COGNEX CORP
+$2.0M
410,865
+2%
减持
DORM
DORMAN PRODS INC
-$1.9M
295,866
-1%
减持
LSTR
LANDSTAR SYS INC
-$1.7M
155,769
-1%
减持
RCKT
ROCKET PHARMACEUTICALS INC
-$1.7M
292,901
-2%
增持
GO
GROCERY OUTLET HLDG CORP
+$1.7M
1,217,501
+39%
增持
PFGC
PERFORMANCE FOOD GROUP CO
-$1.7M
273,518
+2%
减持
SHOP
SHOPIFY INC
-$1.6M
152,650
-0%
增持
PPLI
IAC INC
-$1.6M
303,638
+2%
减持
JBTM
JOHN BEAN TECHNOLOGIES CORP
-$1.6M
196,145
-0%
增持
RMBS
RAMBUS INC DEL
-$1.6M
363,656
+1%
增持
LLY
ELI LILLY & CO
+$1.6M
11,544
+1%
增持
ATRC
ATRICURE INC
-$1.6M
224,003
+1%
减持
CASY
CASEYS GEN STORES INC
+$1.5M
56,756
-10%
