WCM INVESTMENT MANAGEMENT, LLC 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
WI
WCM INVESTMENT MANAGEMENT, LLC
Institutional Filer 9.79%$43.81B263

Current Portfolio Holdings

Showing all 263 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1TSMTaiwan Semiconductor Manufacturing Company LimitedTechnology9.3M$2.95B6.74%
2SESea LimitedConsumer Cyclical33.7M$2.64B6.03%
3ASMLASML Holding N.V.Technology1.5M$1.91B4.36%
4APPAppLovin CorporationTechnology5.0M$1.86B4.25%
5PMPhilip Morris International Inc.Consumer Defensive10.8M$1.78B4.06%
6WDCWestern Digital CorporationTechnology6.6M$1.65B3.77%
7LINLinde plcBasic Materials3.2M$1.62B3.69%
8STXSeagate Technology Holdings plcTechnology4.3M$1.58B3.60%
9IBNICICI Bank LimitedFinancial Services52.2M$1.32B3.00%
10CPCanadian Pacific Kansas City Ltd.Industrials16.1M$1.25B2.85%
11AMZNAmazon.com, Inc.Consumer Cyclical6.2M$1.24B2.83%
12ACGLArch Capital Group Ltd.Financial Services12.6M$1.21B2.75%
13TEVATeva Pharmaceutical Industries LimitedHealthcare40.8M$1.16B2.64%
14SPOTSpotify Technology S.A.Communication Services2.4M$1.15B2.62%
15GLWCorning IncorporatedTechnology8.1M$1.04B2.38%
Showing 1 to 15 of 263 holdings