Latest Portfolio Value
$43.81 B
Total Holdings
263
Latest Report Date
Q1 2026
Top 10 Concentration
42.34%
Wcm Investment Management, LLC (CIK: 0001061186) is a financial institution headquartered at 281 Brooks Street, , Laguna Beach, California 92651. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.
As of the latest reporting period (2026-03-31), the institution manages a portfolio valued at $43.81 B, comprising 263 distinct securities. Over its filing history, it has submitted 58 Form 13F reports.
To view the institution’s full SEC filing history:
🔗 View All SEC Filings
Q1 2026 — Top-10 concentration: 42.3%. Quarterly turnover: 11.0%. ▲ 52 new, +75 added, −129 reduced, ×30 exited.
| Name | Shares | Market Value | Weight | Change | Activity |
|---|---|---|---|---|---|
| 9.33 M | $2.95 B | 6.74% | ▼ 491,604 | Reduce -5.0% | |
| 33.75 M | $2.64 B | 6.03% | ▲ 7,883,961 | Add 30.5% | |
| 1.52 M | $1.91 B | 4.36% | ▼ 367,199 | Reduce -19.4% | |
| 5 M | $1.86 B | 4.25% | ▲ 245,290 | Add 5.2% | |
| 10.78 M | $1.78 B | 4.06% | ▼ 22,437 | Reduce -0.2% | |
| 6.56 M | $1.65 B | 3.77% | ▼ 129,399 | Reduce -1.9% | |
| 3.23 M | $1.62 B | 3.69% | ▼ 39,064 | Reduce -1.2% | |
| 4.35 M | $1.58 B | 3.60% | ▼ 808,020 | Reduce -15.7% | |
| 52.24 M | $1.32 B | 3.00% | ▼ 1,066,632 | Reduce -2.0% | |
| 16.08 M | $1.25 B | 2.85% | ▼ 222,618 | Reduce -1.4% |