WCM INVESTMENT MANAGEMENT, LLC

CIK 0001061186 · Q2 2026

13F Equity AUM

$55.2B

+25.9% QoQ

Positions

265

+3 QoQ

AUM Rank

#172

Top 2%

Skill Alpha (FF)

-0.9%/yr^ns

No Clear Edge

Rank #4,153 · Top 50%

vs S&P +1.0%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 31.1%Top 10: 45.7%Top 20: 66.2%

STX9.3%

TSM7.6%

SE5.7%

ASML5.0%

4I13.4%

APP3.4%

LIN3.0%

AMZN2.8%

GLW2.8%

IBN2.7%

Others (255)54.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology34.3%

Financial Services14.3%

Healthcare13.0%

Consumer Cyclical9.6%

Industrials9.3%

Communication Services5.9%

Basic Materials4.5%

Consumer Staples3.4%

Other5.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 265Median: 0.03%Avg: 0.38%

0–0.5%

222(10.0%)

0.5–1%

9(5.8%)

1–3%

28(49.9%)

3–5%

3(11.7%)

5%+

3(22.7%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 265vs 20 funds

0%Low

265

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New33Increased105Decreased119Exited30

New Positions

VEN1.3%

+7.8M

GOOG0.6%

+952K

AZN0.5%

+1.3M

TRP0.3%

+2.8M

NGG0.3%

+2.2M

FTI0.2%

+2.0M

DPC HOLDINGS PLC0.1%

+800K

WISE GROUP PLC0.1%

+2.2M

SITM0.0%

+27K

SUX0.0%

+56K

Increased

SAJA0.2%

+13.7M(+624%)

SONY0.2%

+2.4M(+122%)

META1.9%

+1.8M(+8380%)

B7S0.4%

+1.6M(+13%)

NU1.8%

+1.6M(+2%)

GENI0.1%

+1.5M(+50%)

COMP0.2%

+1.3M(+21%)

GRABW0.0%

+1.1M(+112%)

CX0.1%

+1.0M(+18%)

STX9.3%

+974K(+22%)

Decreased

INTR0.0%

-10,354,570(-99%)

SHOP0.0%

-6,675,474(-100%)

WDC1.9%

-4,929,689(-75%)

GDDY0.0%

-3,311,678(-100%)

GLW2.8%

-2,174,143(-27%)

APP3.4%

-1,292,272(-26%)

HLMN0.0%

-1,240,337(-90%)

ACMR0.2%

-943,223(-51%)

CP2.4%

-802,508(-5%)

IBN2.7%

-735,772(-1%)

Exited

-833,584

-127,000

-52,843

-412,317

-124,224

-193,371

-96,298

VRRM

-852,663

YETI

-255,906

IPAR

-97,039

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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