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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 29
增持 23
减持 70
清仓 28
方向
标的
Δ市值
现股数(环比)
减持
APP
APPLOVIN CORP
+$941.1M
6,927,558
-36%
增持
SE
SEA LTD
+$787.0M
25,663,667
+23%
建仓
ANET
ARISTA NETWORKS INC
+$674.6M
6,053,181
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
GDDY
GODADDY INC
+$671.5M
3,404,066
+7083%
清仓
—
ARISTA NETWORKS INC
-$586.0M
0
-100%
减持
—
ICON PLC
-$572.5M
6,334,890
-5%
减持
NU
NU HLDGS LTD
-$555.1M
78,151,351
-22%
清仓
FND
FLOOR & DECOR HLDGS INC
-$536.6M
0
-100%
减持
—
AON PLC
-$479.5M
2,045,778
-41%
清仓
EPAM
EPAM SYS INC
-$447.5M
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$439.1M
0
-100%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$438.9M
22,598,823
-7%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$435.9M
1,091,522
减持
TEAM
ATLASSIAN CORPORATION
+$347.3M
4,319,405
-3%
减持
—
ARCH CAP GROUP LTD
-$346.5M
13,426,213
-4%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$318.9M
2,704,376
-34%
减持
IBN
ICICI BANK LIMITED
-$310.2M
53,688,823
-15%
建仓
SAP
SAP SE
+$290.0M
1,165,548
减持
—
SPOTIFY TECHNOLOGY S A
+$281.8M
3,789,283
-2%
减持
WCN
WASTE CONNECTIONS INC
-$274.6M
6,365,380
-17%
减持
—
ASML HOLDING N V
-$267.6M
1,557,144
-3%
减持
—
LINDE PLC
-$251.2M
3,329,891
-3%
减持
MELI
MERCADOLIBRE INC
-$242.4M
499,405
-6%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$205.7M
9,674,965
-1%
减持
—
STERIS PLC
-$196.6M
4,497,191
-4%
减持
—
MONDAY COM LTD
-$184.9M
4,061,614
-3%
减持
AMZN
AMAZON COM INC
+$183.2M
5,816,137
-1%
减持
CPNG
COUPANG INC
-$179.3M
49,608,511
-4%
减持
LPLA
LPL FINL HLDGS INC
+$155.9M
1,641,615
-0%
增持
NVO
NOVO-NORDISK A S
-$136.3M
4,031,124
+1%
增持
ILMN
ILLUMINA INC
+$127.1M
4,129,855
+27%
减持
DDOG
DATADOG INC
+$120.6M
4,291,938
-2%
减持
GE
GE AEROSPACE
-$112.1M
5,445,987
-2%
减持
ENTG
ENTEGRIS INC
-$104.5M
4,784,238
-5%
减持
—
FERRARI N V
-$98.9M
790,605
-15%
减持
NVDA
NVIDIA CORPORATION
+$94.6M
6,086,338
-0%
增持
UNH
UNITEDHEALTH GROUP INC
-$85.8M
1,211,222
+1%
增持
EFA
ISHARES TR
+$85.2M
1,150,986
+5145%
减持
MCK
MCKESSON CORP
+$81.7M
1,082,037
-1%
减持
V
VISA INC
+$81.3M
2,115,375
-1%
减持
—
ASTRAZENECA PLC
-$61.1M
3,730,533
-5%
减持
CLS
CELESTICA INC
+$59.3M
1,835,898
-17%
增持
FRPT
FRESHPET INC
+$54.6M
2,881,855
+4%
减持
ISRG
INTUITIVE SURGICAL INC
+$49.7M
1,186,662
-1%
减持
GEV
GE VERNOVA INC
+$43.3M
2,068,138
-19%
清仓
—
DESPEGAR COM CORP
-$33.0M
0
-100%
清仓
—
ENSTAR GROUP LIMITED
-$32.0M
0
-100%
减持
APG
API GROUP CORP
-$30.1M
106,725
-89%
清仓
FOUR
SHIFT4 PMTS INC
-$23.3M
0
-100%
减持
FERG
FERGUSON ENTERPRISES INC
-$22.9M
805,533
-0%
建仓
—
WHITE MTNS INS GROUP LTD
+$22.5M
11,651
建仓
PLNT
PLANET FITNESS INC
+$22.3M
223,609
减持
BZ
KANZHUN LIMITED
-$22.1M
2,343,630
-26%
减持
—
GLOBANT S A
-$21.3M
162,744
-43%
减持
FIX
COMFORT SYS USA INC
-$21.3M
40,949
-59%
建仓
VIST
VISTA ENERGY S.A.B. DE C.V.
+$21.1M
390,453
建仓
LRN
STRIDE INC
+$20.9M
197,709
减持
YMM
FULL TRUCK ALLIANCE CO LTD
-$20.6M
19,425
-99%
清仓
CZR
CAESARS ENTERTAINMENT INC NE
-$19.8M
0
-100%
建仓
SKWD
SKYWARD SPECIALTY INS GROUP
+$18.1M
361,389
建仓
STRL
STERLING INFRASTRUCTURE INC
+$18.0M
105,745
建仓
RH
RH
+$18.0M
45,708
清仓
TKR
TIMKEN CO
-$17.8M
0
-100%
减持
—
ELASTIC N V
-$17.4M
23,642
-91%
减持
TTEK
TETRA TECH INC NEW
-$17.2M
1,235,862
-14%
清仓
WSC
WILLSCOT HLDGS CORP
-$16.4M
0
-100%
减持
CTVA
CORTEVA INC
-$16.4M
6,879,417
-1%
清仓
APPF
APPFOLIO INC
-$16.3M
0
-100%
建仓
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
+$16.3M
309,224
建仓
GTLS
CHART INDS INC
+$16.2M
85,205
减持
PLUS
EPLUS INC
-$15.7M
433,148
-10%
清仓
—
SMARTSHEET INC
-$15.6M
0
-100%
清仓
MTDR
MATADOR RES CO
-$15.3M
0
-100%
建仓
SMTC
SEMTECH CORP
+$15.2M
246,022
建仓
NOVT
NOVANTA INC
+$15.1M
99,177
减持
CNQ
CANADIAN NAT RES LTD
-$14.9M
4,342,053
-1%
清仓
MTSI
MACOM TECH SOLUTIONS HLDGS I
-$14.6M
0
-100%
清仓
EEFT
EURONET WORLDWIDE INC
-$14.6M
0
-100%
增持
SITE
SITEONE LANDSCAPE SUPPLY INC
+$14.4M
131,317
+594%
建仓
POWL
POWELL INDS INC
+$14.3M
62,807
清仓
TREX
TREX CO INC
-$14.2M
0
-100%
减持
—
FTAI AVIATION LTD
-$14.2M
217,787
-32%
建仓
RDNT
RADNET INC
+$14.1M
198,681
建仓
PEN
PENUMBRA INC
+$13.5M
56,472
清仓
BRZE
BRAZE INC
-$13.2M
0
-100%
建仓
KVYO
KLAVIYO INC
+$12.8M
305,404
建仓
CDRE
CADRE HLDGS INC
+$12.4M
387,292
清仓
EXAS
EXACT SCIENCES CORP
-$12.4M
0
-100%
建仓
ICFI
ICF INTL INC
+$12.4M
104,879
清仓
SAIC
SCIENCE APPLICATIONS INTL CO
-$12.3M
0
-100%
清仓
AZTA
AZENTA INC
-$12.0M
0
-100%
清仓
SHOP
SHOPIFY INC
-$11.9M
0
-100%
减持
MSFT
MICROSOFT CORP
-$10.8M
1,908,720
-1%
建仓
—
CREDO TECHNOLOGY GROUP HOLDI
+$10.7M
153,523
建仓
NSIT
INSIGHT ENTERPRISES INC
+$10.6M
70,861
建仓
CVLT
COMMVAULT SYS INC
+$10.3M
68,144
建仓
INSP
INSPIRE MED SYS INC
+$10.3M
55,735
增持
FIVN
FIVE9 INC
+$10.2M
522,611
+36%
减持
PCVX
VAXCYTE INC
-$10.0M
72,094
-49%
减持
VRRM
VERRA MOBILITY CORP
-$9.9M
1,960,334
-5%
增持
DCGO
DOCGO INC
+$9.8M
4,314,071
+64%
增持
CHEF
CHEFS WHSE INC
+$9.7M
354,333
+93%
减持
UNF
UNIFIRST CORP MASS
-$9.6M
68,215
-38%
减持
BILL
BILL HOLDINGS INC
+$9.0M
288,244
-2%
清仓
TMDX
TRANSMEDICS GROUP INC
-$8.7M
0
-100%
建仓
AGX
ARGAN INC
+$8.2M
59,320
增持
HUYA
HUYA INC
+$8.2M
2,854,171
+4397%
增持
ACWI
ISHARES TR
+$8.2M
69,820
+11634%
减持
—
GRAB HOLDINGS LIMITED
+$8.1M
10,905,595
-4%
建仓
GRBK
GREEN BRICK PARTNERS INC
+$8.1M
143,546
减持
AJG
GALLAGHER ARTHUR J & CO
+$7.8M
2,328,997
-1%
增持
FWRG
FIRST WATCH RESTAURANT GROUP
+$7.2M
947,240
+44%
减持
—
SHARKNINJA INC
-$7.2M
174,427
-23%
增持
KWR
QUAKER HOUGHTON
+$7.1M
117,229
+116%
建仓
RVMD
REVOLUTION MEDICINES INC
+$6.8M
157,477
增持
CRMT
AMERICAS CAR-MART INC
+$6.5M
324,091
+39%
清仓
KROS
KEROS THERAPEUTICS INC
-$6.4M
0
-100%
减持
DORM
DORMAN PRODS INC
-$6.3M
213,741
-29%
减持
AIT
APPLIED INDL TECHNOLOGIES IN
-$6.3M
84,149
-29%
建仓
—
VIKING HOLDINGS LTD
+$6.2M
141,281
增持
SAIA
SAIA INC
+$6.2M
42,265
+39%
减持
ICUI
ICU MED INC
-$6.2M
253,678
-2%
减持
SGRY
SURGERY PARTNERS INC
-$6.1M
512,057
-2%
建仓
IDYA
IDEAYA BIOSCIENCES INC
+$6.0M
241,894
增持
—
FABRINET
+$5.9M
85,268
+65%
增持
TCOM
TRIP COM GROUP LTD
+$5.9M
641,304
+3%
增持
RMBS
RAMBUS INC DEL
+$5.9M
386,527
+10%
减持
CSW
CSW INDUSTRIALS INC
-$5.8M
66,605
-16%
减持
ASH
ASHLAND INC
-$5.8M
285,488
-4%
减持
ADUS
ADDUS HOMECARE CORP
-$5.7M
471,615
-5%
减持
—
CREDICORP LTD
-$5.3M
293,838
-7%
减持
ACIW
ACI WORLDWIDE INC
-$5.3M
323,866
-26%
清仓
RCKT
ROCKET PHARMACEUTICALS INC
-$5.3M
0
-100%
减持
—
AMER SPORTS INC
+$5.0M
943,828
-29%
减持
AVNT
AVIENT CORPORATION
-$5.0M
441,237
-2%
减持
PPLI
IAC INC
-$4.8M
373,548
-2%
减持
WH
WYNDHAM HOTELS & RESORTS INC
+$4.7M
305,592
-5%
减持
WEX
WEX INC
-$4.7M
111,128
-2%
减持
EVR
EVERCORE INC
-$4.6M
70,804
-26%
清仓
ACAD
ACADIA PHARMACEUTICALS INC
-$4.5M
0
-100%
减持
ESI
ELEMENT SOLUTIONS INC
-$4.5M
1,791,645
-4%
增持
CFR
CULLEN FROST BANKERS INC
+$4.4M
49,356
+146%
减持
ENSG
ENSIGN GROUP INC
-$4.3M
261,574
-4%
清仓
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$4.3M
0
-100%
减持
—
BEACON ROOFING SUPPLY INC
+$4.3M
505,432
-4%
清仓
NFLX
NETFLIX INC
-$4.2M
0
-100%
减持
GO
GROCERY OUTLET HLDG CORP
-$4.1M
1,212,282
-4%
增持
VLRS
CONTROLADORA VUELA COMP DE A
+$4.1M
2,479,591
+13%
增持
JPM
JPMORGAN CHASE & CO.
+$4.1M
26,074
+154%
清仓
—
STEVANATO GROUP S P A
-$3.9M
0
-100%
