Wcm Investment Management, LLC Portfolio Holdings

Wcm Investment Management, LLC

  • $39.8 Billion
  • Q2 2025

Wcm Investment Management, LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $39.8 Billion distributed in 219 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Sea LTD with a value of $4.13B, Spotify Technology S.A. with a value of $2.57B, Taiwan Semiconductor Manufacturing CO LTD with a value of $2.28B, Philip Morris International Inc. with a value of $2.05B, and App Lovin Corp with a value of $2.05B.

Examining the 13F form we can see an increase of $5.41B in the current position value, from $34.4B to 39.8B.

Wcm Investment Management, LLC is based out at Laguna Beach, CA

Below you can find more details about Wcm Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $39.8 Billion
Technology: $11.3 Billion
Consumer Cyclical: $8.85 Billion
Financial Services: $7.95 Billion
Healthcare: $3.32 Billion
Communication Services: $2.6 Billion
Industrials: $2.36 Billion
Consumer Defensive: $2.36 Billion
Basic Materials: $753 Million
Other: $266 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Rocket Lab Corp
-
$0 0.0% of portfolio
-
Q2 2025 New
$3.17B
$138,000 0.0% of portfolio
16,737
Q2 2025 Added 3.96%
$6.8B
$1.94 Million 0.0% of portfolio
54,510
Q3 2024 Reduced 1.83%
$684B
$240,000 0.0% of portfolio
1,099
Q2 2025 New
$22.2B
$518,000 0.0% of portfolio
2,901
Q2 2025 Added 9.22%
Skyward Specialty Ins Group
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 1.16%
$15.5B
$1.09 Million 0.0% of portfolio
6,465
Q2 2025 Added 8.2%
Linde PLC
-
$0 0.0% of portfolio
-
Q2 2025 Added 1.85%
Marex Group PLC
-
$0 0.0% of portfolio
-
Q2 2025 New
$26.1B
$527,000 0.0% of portfolio
264
Q2 2025 Added 12.34%
$9.19B
$556,000 0.0% of portfolio
1,868
Q2 2025 Added 11.39%
Brookfield Corp
-
$0 0.0% of portfolio
-
Q2 2025 Added 0.46%
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 4.71%
$12.6B
$545,000 0.0% of portfolio
46,186
Q2 2025 Added 70.84%
Ftai Aviation LTD
-
$0 0.0% of portfolio
-
Q2 2025 Added 6.91%
Canadian Pacific Kansas City
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 1.33%
$50.1B
$530,000 0.0% of portfolio
3,788
Q2 2025 Added 11.84%
$10.6B
$511,000 0.0% of portfolio
9,305
Q2 2025 Reduced 46.38%

Summary

  • Portfolio
  • No. of Stocks 219
  • Current Value $39.8 Billion
  • Prior Value $34.4 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 131 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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