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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 28
增持 36
减持 67
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
APP
APPLOVIN CORP
+$1.56B
4,942,079
-16%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$1.19B
5,182,949
建仓
WDC
WESTERN DIGITAL CORP
+$791.3M
6,778,460
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
TEAM
ATLASSIAN CORPORATION
-$685.6M
0
-100%
建仓
GLW
CORNING INC
+$676.9M
8,434,229
增持
—
ASML HOLDING N V
+$629.1M
1,933,748
+25%
增持
SE
SEA LTD
+$616.0M
26,053,176
+1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$457.9M
10,090,519
+0%
增持
—
MONDAY COM LTD
-$409.7M
4,184,745
+3%
减持
HOOD
ROBINHOOD MKTS INC
+$222.1M
8,642,033
-25%
减持
—
STERIS PLC
-$213.7M
1,171,994
-44%
增持
NU
NU HLDGS LTD
+$209.8M
74,478,698
+1%
减持
PM
PHILIP MORRIS INTL INC
-$204.2M
11,270,786
-0%
减持
IBN
ICICI BANK LIMITED
-$202.5M
54,167,608
-1%
清仓
FRPT
FRESHPET INC
-$189.7M
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$185.2M
4,595,194
-29%
减持
—
SPOTIFY TECHNOLOGY S A
-$148.0M
3,352,952
-0%
增持
GDDY
GODADDY INC
-$131.6M
3,736,821
+2%
减持
CPNG
COUPANG INC
+$94.4M
49,017,591
-0%
减持
GE
GE AEROSPACE
+$83.3M
2,354,225
-1%
减持
WCN
WASTE CONNECTIONS INC
-$82.3M
6,462,113
-1%
增持
CP
CANADIAN PACIFIC KANSAS CITY
-$80.9M
16,740,173
+0%
增持
THC
TENET HEALTHCARE CORP
+$76.9M
510,224
+244%
增持
GEV
GE VERNOVA INC
+$68.0M
681,672
+3%
减持
CTVA
CORTEVA INC
-$67.4M
8,933,223
-1%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$58.9M
1,150,132
-1%
建仓
CX
CEMEX SAB DE CV
+$48.7M
5,381,108
减持
SAP
SAP SE
-$46.5M
1,221,588
-0%
增持
TPR
TAPESTRY INC
+$42.1M
815,037
+46%
减持
—
UBS GROUP AG
+$41.0M
5,217,681
-0%
减持
UNH
UNITEDHEALTH GROUP INC
+$40.1M
1,254,752
-1%
减持
AJG
GALLAGHER ARTHUR J & CO
-$39.6M
2,431,998
-1%
增持
FIX
COMFORT SYS USA INC
+$38.3M
80,823
+63%
增持
LPLA
LPL FINL HLDGS INC
-$38.0M
1,742,991
+1%
增持
AGX
ARGAN INC
+$38.0M
200,485
+170%
减持
CLS
CELESTICA INC
+$37.9M
709,223
-21%
建仓
MLCO
MELCO RESORTS AND ENTMNT LTD
+$35.7M
3,624,455
减持
ILMN
ILLUMINA INC
-$35.4M
4,181,681
-6%
减持
—
LINDE PLC
+$34.4M
3,383,191
-1%
增持
—
INTER & CO INC
+$34.0M
10,586,349
+21%
增持
CRS
CARPENTER TECHNOLOGY CORP
+$30.8M
357,498
+78%
减持
TCOM
TRIP COM GROUP LTD
-$30.3M
3,186
-99%
增持
NVO
NOVO-NORDISK A S
-$28.9M
2,732,182
+4%
减持
V
VISA INC
-$28.6M
2,138,369
-1%
清仓
—
AZEK CO INC
-$26.7M
0
-100%
减持
MCK
MCKESSON CORP
+$26.0M
966,131
-1%
增持
MELI
MERCADOLIBRE INC
-$24.5M
497,518
+0%
建仓
FLY
FIREFLY AEROSPACE INC
+$24.4M
661,197
减持
VIST
VISTA ENERGY S.A.B. DE C.V.
-$24.4M
354,824
-54%
清仓
—
WNS HLDGS LTD
-$23.5M
0
-100%
增持
—
FTAI AVIATION LTD
+$21.8M
321,532
+24%
建仓
UMBF
UMB FINL CORP
+$21.8M
183,800
清仓
BILL
BILL HOLDINGS INC
-$21.2M
0
-100%
清仓
PLNT
PLANET FITNESS INC
-$20.3M
0
-100%
建仓
CGNX
COGNEX CORP
+$20.3M
444,983
减持
MSFT
MICROSOFT CORP
+$19.8M
1,954,849
-2%
清仓
OLLI
OLLIES BARGAIN OUTLET HLDGS
-$19.4M
0
-100%
清仓
—
MAREX GROUP PLC
-$17.9M
0
-100%
建仓
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$17.9M
203,479
建仓
—
TOPBUILD CORP
+$17.7M
45,165
清仓
—
MERIDIANLINK INC
-$17.1M
0
-100%
增持
WWW
WOLVERINE WORLD WIDE INC
+$17.0M
1,008,395
+78%
清仓
MZTI
LANCASTER COLONY CORP
-$16.9M
0
-100%
建仓
PNTG
PENNANT GROUP INC
+$16.1M
639,384
建仓
—
KLARNA GROUP PLC
+$16.0M
417,281
建仓
DY
DYCOM INDS INC
+$15.7M
53,550
清仓
GTLB
GITLAB INC
-$15.1M
0
-100%
建仓
CBZ
CBIZ INC
+$15.0M
278,955
清仓
FIVN
FIVE9 INC
-$14.9M
0
-100%
增持
—
SHARKNINJA INC
+$14.7M
661,537
+15%
建仓
LEU
CENTRUS ENERGY CORP
+$14.3M
45,447
减持
—
FERRARI N V
-$13.5M
433,609
-4%
清仓
FRSH
FRESHWORKS INC
-$13.3M
0
-100%
减持
INSM
INSMED INC
-$13.1M
15,500
-90%
增持
—
ASTRAZENECA PLC
+$12.1M
2,663,759
+0%
减持
RKLB
ROCKET LAB CORP
-$12.1M
32,040
-92%
减持
—
NEBIUS GROUP N.V.
-$11.8M
138,193
-74%
清仓
UNF
UNIFIRST CORP MASS
-$11.8M
0
-100%
建仓
TECH
BIO-TECHNE CORP
+$11.4M
217,380
建仓
—
CLEARWATER ANALYTICS HLDGS I
+$11.3M
619,140
增持
ICFI
ICF INTL INC
+$11.1M
207,559
+113%
清仓
LNTH
LANTHEUS HLDGS INC
-$11.1M
0
-100%
建仓
FOXF
FOX FACTORY HLDG CORP
+$10.6M
426,531
增持
AAON
AAON INC
+$10.4M
281,288
+35%
减持
STRL
STERLING INFRASTRUCTURE INC
-$10.1M
72,443
-52%
增持
WING
WINGSTOP INC
+$9.9M
102,687
+124%
建仓
SPSC
SPS COMM INC
+$9.9M
94,296
减持
CRMT
AMERICAS CAR-MART INC
-$9.2M
259,274
-14%
增持
RDNT
RADNET INC
+$9.0M
285,778
+33%
建仓
PTCT
PTC THERAPEUTICS INC
+$8.9M
147,065
增持
—
ARCH CAP GROUP LTD
+$8.9M
13,525,402
+1%
减持
ENSG
ENSIGN GROUP INC
-$8.8M
169,409
-31%
减持
SMTC
SEMTECH CORP
+$8.6M
512,092
-0%
减持
—
CREDICORP LTD
+$8.6M
257,494
-4%
减持
KVYO
KLAVIYO INC
-$8.2M
389,303
-37%
建仓
MDGL
MADRIGAL PHARMACEUTICALS INC
+$8.1M
18,291
清仓
—
CI&T INC
-$7.8M
0
-100%
减持
EVR
EVERCORE INC
+$7.7M
109,840
-1%
增持
KRMN
KARMAN HLDGS INC
+$7.7M
347,703
+2%
减持
MRCY
MERCURY SYS INC
+$7.4M
350,407
-1%
建仓
BRCB
BLACK ROCK COFFEE BAR INC
+$7.4M
310,791
减持
—
CUSHMAN WAKEFIELD PLC
+$7.3M
2,026,167
-10%
增持
WAL
WESTERN ALLIANCE BANCORP
+$7.0M
290,047
+24%
减持
ICUI
ICU MED INC
-$6.9M
207,441
-12%
减持
SKWD
SKYWARD SPECIALTY INS GROUP
-$6.8M
386,656
-12%
减持
VRRM
VERRA MOBILITY CORP
-$6.6M
1,605,944
-12%
减持
INSP
INSPIRE MED SYS INC
-$6.6M
107,032
-3%
减持
LRN
STRIDE INC
-$5.9M
74,141
-37%
减持
POWL
POWELL INDS INC
+$5.9M
66,300
-0%
减持
LSTR
LANDSTAR SYS INC
-$5.8M
148,102
-13%
清仓
EME
EMCOR GROUP INC
-$5.8M
0
-100%
建仓
—
TOWER SEMICONDUCTOR LTD
+$5.8M
82,307
减持
ADUS
ADDUS HOMECARE CORP
-$5.7M
429,797
-12%
减持
—
ICON PLC
-$5.4M
143,913
-28%
减持
CSW
CSW INDUSTRIALS INC
-$5.2M
53,186
-14%
减持
RGEN
REPLIGEN CORP
-$5.1M
67,999
-38%
减持
NOVT
NOVANTA INC
-$5.1M
155,728
-2%
增持
IPAR
INTERPARFUMS INC
-$4.9M
181,498
+4%
建仓
RYTM
RHYTHM PHARMACEUTICALS INC
+$4.8M
47,733
减持
DORM
DORMAN PRODS INC
-$4.8M
132,615
-34%
增持
YETI
YETI HLDGS INC
+$4.7M
563,881
+19%
减持
PLUS
EPLUS INC
-$4.7M
379,481
-12%
建仓
RBRK
RUBRIK INC.
+$4.7M
56,605
增持
PFGC
PERFORMANCE FOOD GROUP CO
+$4.4M
206,420
+6%
减持
RMBS
RAMBUS INC DEL
+$4.4M
298,880
-28%
减持
ASH
ASHLAND INC
-$4.4M
199,630
-27%
减持
POWI
POWER INTEGRATIONS INC
-$4.3M
258,581
-1%
减持
BOOT
BOOT BARN HLDGS INC
-$4.3M
123,038
-23%
减持
CWST
CASELLA WASTE SYS INC
-$4.1M
166,540
-0%
减持
PDD
PDD HOLDINGS INC
-$4.1M
193,785
-31%
增持
EGP
EASTGROUP PPTYS INC
+$4.1M
124,316
+23%
减持
CHDN
CHURCHILL DOWNS INC
-$4.0M
164,148
-18%
增持
CNQ
CANADIAN NAT RES LTD
+$4.0M
4,633,966
+0%
增持
CDRE
CADRE HLDGS INC
+$4.0M
578,564
+9%
增持
KWR
QUAKER HOUGHTON
+$3.8M
124,513
+14%
减持
VRNS
VARONIS SYS INC
+$3.8M
432,471
-0%
减持
IBP
INSTALLED BLDG PRODS INC
+$3.8M
97,008
-15%
减持
AIT
APPLIED INDL TECHNOLOGIES IN
+$3.6M
141,749
-1%
建仓
FIG
FIGMA INC
+$3.2M
60,000
建仓
RMD
RESMED INC
+$3.1M
11,474
减持
—
AON PLC
+$3.0M
2,037,843
-0%
建仓
AVY
AVERY DENNISON CORP
+$2.8M
17,363
减持
HLMN
HILLMAN SOLUTIONS CORP
+$2.7M
2,592,863
-12%
清仓
KMX
CARMAX INC
-$2.6M
0
-100%
增持
BABA
ALIBABA GROUP HLDG LTD
+$2.5M
30,869
+17%
减持
HQY
HEALTHEQUITY INC
-$2.4M
248,382
-0%
减持
WELL
WELLTOWER INC
+$2.4M
141,614
-4%
减持
VRTS
VIRTUS INVT PARTNERS INC
-$2.3M
107,672
-14%
清仓
PCVX
VAXCYTE INC
-$2.3M
0
-100%
减持
ACIW
ACI WORLDWIDE INC
+$2.2M
339,533
-1%
