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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 14
增持 60
减持 66
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
SE
SEA LTD
+$825.0M
20,902,378
+36%
减持
TEAM
ATLASSIAN CORPORATION
-$572.5M
4,466,240
-40%
增持
APP
APPLOVIN CORP
+$568.4M
10,820,409
+11%
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。
增持
RGA
REINSURANCE GRP OF AMERICA I
+$489.2M
2,447,668
+1208%
增持
—
SPOTIFY TECHNOLOGY S A
+$399.5M
3,873,625
+19%
增持
GEV
GE VERNOVA INC
+$393.2M
2,560,248
+83%
清仓
ODFL
OLD DOMINION FREIGHT LINE IN
-$351.4M
0
-100%
增持
FRPT
FRESHPET INC
+$334.0M
2,771,377
+750%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$326.9M
24,169,987
-20%
减持
—
ASML HOLDING N V
-$305.5M
1,606,139
-0%
减持
WCN
WASTE CONNECTIONS INC
-$277.6M
7,692,381
-18%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$268.8M
9,738,181
+14%
清仓
—
FERGUSON PLC NEW
-$230.4M
0
-100%
增持
—
AON PLC
+$191.5M
3,485,584
+0%
减持
DDOG
DATADOG INC
-$190.6M
4,362,298
-19%
减持
—
ICON PLC
-$189.7M
6,654,257
-0%
减持
CPNG
COUPANG INC
+$188.0M
51,657,576
-0%
清仓
—
THOMSON REUTERS CORP.
-$184.6M
0
-100%
减持
—
ARCH CAP GROUP LTD
+$167.6M
13,933,498
-0%
建仓
FERG
FERGUSON ENTERPRISES INC
+$162.8M
806,311
增持
—
MONDAY COM LTD
+$151.3M
4,193,557
+0%
减持
MELI
MERCADOLIBRE INC
-$144.0M
533,871
-29%
减持
MCK
MCKESSON CORP
-$122.3M
1,097,489
-1%
减持
—
LINDE PLC
+$120.9M
3,424,245
-1%
减持
GE
GE AEROSPACE
+$117.6M
5,542,899
-2%
减持
UNH
UNITEDHEALTH GROUP INC
+$108.8M
1,204,585
-1%
减持
ENTG
ENTEGRIS INC
-$103.7M
5,055,964
-1%
减持
NVO
NOVO-NORDISK A S
-$101.1M
3,990,649
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$100.3M
714,722
-27%
减持
—
STERIS PLC
+$100.3M
4,680,537
-1%
减持
NU
NU HLDGS LTD
+$89.0M
100,031,797
-0%
减持
FND
FLOOR & DECOR HLDGS INC
+$84.4M
4,371,090
-3%
减持
IBN
ICICI BANK LIMITED
+$83.7M
63,001,054
-1%
减持
LPLA
LPL FINL HLDGS INC
-$79.0M
1,649,668
-1%
减持
AMZN
AMAZON COM INC
-$78.4M
5,872,689
-2%
减持
ILMN
ILLUMINA INC
+$67.5M
3,262,182
-3%
减持
MSFT
MICROSOFT CORP
-$56.3M
1,919,728
-1%
减持
—
FERRARI N V
+$53.1M
925,028
-1%
减持
CLS
CELESTICA INC
-$38.4M
2,211,077
-16%
减持
—
ARISTA NETWORKS INC
+$33.7M
1,541,015
-3%
减持
EPAM
EPAM SYS INC
+$30.9M
2,243,532
-0%
减持
ISRG
INTUITIVE SURGICAL INC
+$30.4M
1,201,311
-2%
减持
AZTA
AZENTA INC
-$30.1M
243,791
-70%
减持
CTVA
CORTEVA INC
+$28.9M
6,921,810
-1%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$27.5M
0
-100%
增持
BZ
KANZHUN LIMITED
+$25.2M
3,157,794
+109%
减持
NVDA
NVIDIA CORPORATION
-$24.1M
6,113,891
-1%
建仓
—
SHARKNINJA INC
+$23.9M
225,225
减持
AJG
GALLAGHER ARTHUR J & CO
-$22.7M
2,342,872
-10%
减持
CASY
CASEYS GEN STORES INC
-$19.9M
4,836
-91%
清仓
JBTM
JOHN BEAN TECHNOLOGIES CORP
-$19.0M
0
-100%
建仓
CRS
CARPENTER TECHNOLOGY CORP
+$18.9M
118,659
清仓
PLNT
PLANET FITNESS INC
-$18.2M
0
-100%
增持
YETI
YETI HLDGS INC
+$18.1M
508,882
+655%
建仓
VRNS
VARONIS SYS INC
+$17.4M
309,790
减持
SAIA
SAIA INC
-$17.1M
30,409
-54%
建仓
IBP
INSTALLED BLDG PRODS INC
+$15.3M
61,051
建仓
CHDN
CHURCHILL DOWNS INC
+$15.2M
113,644
清仓
CBZ
CBIZ INC
-$14.9M
0
-100%
增持
ICUI
ICU MED INC
+$14.9M
259,481
+1%
增持
PLUS
EPLUS INC
+$13.9M
479,731
+3%
建仓
SSD
SIMPSON MFG INC
+$13.4M
70,065
建仓
S
SENTINELONE INC
+$13.3M
554,087
减持
V
VISA INC
+$13.0M
2,128,404
-1%
减持
CNQ
CANADIAN NAT RES LTD
-$12.5M
4,405,851
-1%
减持
NTRA
NATERA INC
-$12.3M
5,925
-95%
清仓
FIVE
FIVE BELOW INC
-$12.0M
0
-100%
减持
—
GLOBANT S A
-$11.9M
286,709
-25%
增持
FIX
COMFORT SYS USA INC
+$11.8M
99,553
+16%
增持
EXAS
EXACT SCIENCES CORP
+$11.7M
187,807
+1153%
减持
APG
API GROUP CORP
-$11.0M
1,009,972
-14%
增持
ADUS
ADDUS HOMECARE CORP
+$9.9M
498,279
+3%
建仓
KWR
QUAKER HOUGHTON
+$9.3M
54,149
增持
—
CUSHMAN WAKEFIELD PLC
+$9.2M
2,534,105
+3%
增持
CSW
CSW INDUSTRIALS INC
+$9.2M
79,553
+4%
增持
—
FTAI AVIATION LTD
+$9.1M
321,887
+1%
建仓
TMDX
TRANSMEDICS GROUP INC
+$8.7M
54,795
增持
PCVX
VAXCYTE INC
+$8.7M
140,847
+53%
增持
TCOM
TRIP COM GROUP LTD
+$8.6M
621,338
+0%
增持
—
AMER SPORTS INC
+$8.4M
1,330,092
+30%
增持
—
ELASTIC N V
-$8.1M
255,815
+5%
减持
kspi us equity
KASPI KZ JSC
-$7.7M
209,871
-5%
建仓
CHEF
CHEFS WHSE INC
+$7.7M
183,733
增持
DORM
DORMAN PRODS INC
+$7.6M
302,620
+2%
增持
TTEK
TETRA TECH INC NEW
-$7.4M
1,431,099
+317%
减持
BOOT
BOOT BARN HLDGS INC
-$7.4M
139,120
-41%
减持
MOD
MODINE MFG CO
-$7.2M
56,077
-62%
增持
WAL
WESTERN ALLIANCE BANCORP
+$7.0M
274,028
+1%
增持
ENSG
ENSIGN GROUP INC
+$6.7M
271,133
+1%
增持
HAYW
HAYWARD HLDGS INC
+$6.6M
2,041,398
+2%
增持
PPLI
IAC INC
+$6.6M
379,556
+25%
增持
HLMN
HILLMAN SOLUTIONS CORP
+$6.3M
3,275,837
+2%
减持
—
ENSTAR GROUP LIMITED
-$6.3M
99,572
-20%
增持
LNTH
LANTHEUS HLDGS INC
+$6.1M
128,074
+36%
减持
—
UBS GROUP AG
+$6.1M
5,193,752
-2%
增持
RGEN
REPLIGEN CORP
+$6.0M
99,158
+48%
减持
—
ASTRAZENECA PLC
-$5.9M
3,938,462
-1%
减持
MTSI
MACOM TECH SOLUTIONS HLDGS I
-$5.9M
131,334
-30%
减持
APPF
APPFOLIO INC
-$5.8M
69,350
-22%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$5.8M
4,110,162
-3%
减持
RMBS
RAMBUS INC DEL
-$5.7M
352,403
-3%
减持
—
CREDICORP LTD
+$5.6M
315,092
-5%
减持
—
DESPEGAR COM CORP
-$5.4M
2,600,236
-11%
建仓
—
WIX COM LTD
+$5.0M
29,869
减持
CGNX
COGNEX CORP
-$4.9M
352,143
-14%
减持
EVR
EVERCORE INC
+$4.9M
95,366
-3%
增持
MRCY
MERCURY SYS INC
+$4.8M
450,131
+0%
清仓
LIF
LIFE360 INC
-$4.8M
0
-100%
增持
GKOS
GLAUKOS CORP
+$4.7M
99,155
+46%
增持
GO
GROCERY OUTLET HLDG CORP
-$4.6M
1,264,133
+4%
增持
INSM
INSMED INC
+$4.5M
148,330
+59%
减持
IRTC
IRHYTHM TECHNOLOGIES INC
-$4.5M
141,133
-0%
增持
AMN
AMN HEALTHCARE SVCS INC
-$4.4M
556,978
+3%
增持
EGP
EASTGROUP PPTYS INC
+$4.1M
97,262
+16%
增持
SGRY
SURGERY PARTNERS INC
+$4.0M
522,084
+0%
增持
FOUR
SHIFT4 PMTS INC
+$4.0M
265,128
+1%
减持
ACIW
ACI WORLDWIDE INC
+$4.0M
438,155
-7%
增持
BILL
BILL HOLDINGS INC
+$3.9M
294,229
+26%
减持
WEX
WEX INC
+$3.7M
113,223
-1%
增持
FIVN
FIVE9 INC
-$3.4M
384,592
+15%
增持
—
AMERICAN WOODMARK CORPORATIO
+$3.4M
187,044
+5%
增持
CRMT
AMERICAS CAR-MART INC
-$3.4M
232,835
+4%
减持
CWST
CASELLA WASTE SYS INC
-$3.3M
200,255
-13%
增持
POWI
POWER INTEGRATIONS INC
+$3.3M
252,184
+37%
减持
RRX
REGAL REXNORD CORPORATION
+$3.3M
111,966
-1%
增持
—
AZEK CO INC
+$3.3M
539,494
+2%
减持
MTDR
MATADOR RES CO
-$3.2M
310,919
-0%
清仓
LULU
LULULEMON ATHLETICA INC
-$3.1M
0
-100%
减持
AVNT
AVIENT CORPORATION
+$3.1M
449,490
-1%
增持
IT
GARTNER INC
+$2.8M
21,275
+18%
减持
—
SMARTSHEET INC
-$2.8M
282,516
-33%
增持
UNF
UNIFIRST CORP MASS
+$2.8M
110,646
+3%
减持
—
CI&T INC
+$2.7M
1,402,629
-1%
增持
—
FABRINET
+$2.7M
51,723
+31%
增持
VRRM
VERRA MOBILITY CORP
+$2.6M
2,055,006
+3%
增持
WH
WYNDHAM HOTELS & RESORTS INC
+$2.6M
322,363
+2%
减持
AIT
APPLIED INDL TECHNOLOGIES IN
+$2.6M
118,141
-4%
增持
IPAR
INTER PARFUMS INC
+$2.5M
193,660
+3%
减持
PFGC
PERFORMANCE FOOD GROUP CO
+$2.2M
264,090
-3%
增持
BBIO
BRIDGEBIO PHARMA INC
+$2.1M
263,679
+49%
增持
ETR
ENTERGY CORP NEW
+$2.0M
18,942
+325%
增持
META
META PLATFORMS INC
+$2.0M
18,609
+13%
增持
TXN
TEXAS INSTRS INC
+$1.8M
10,836
+365%
建仓
SBS
COMPANHIA DE SANEAMENTO BASI
+$1.8M
109,627
增持
CFR
CULLEN FROST BANKERS INC
+$1.8M
20,079
+340%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.8M
50,125
+329%
增持
AMGN
AMGEN INC
+$1.8M
7,281
+295%
减持
SHOP
SHOPIFY INC
+$1.8M
150,000
-2%
建仓
—
MEDTRONIC PLC
+$1.7M
19,467
增持
LMT
LOCKHEED MARTIN CORP
+$1.7M
3,585
+317%
