Wcm Investment Management, LLC
267 holdingsFiling period: 2026-06-30Current AUM: $52.73Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | Seagate Technology Hldngs PL | 5.32M | $5.15B | $5.15B | 9.77% | +973.6K | 2026-06-30 |
| 2 | TSM | Taiwan Semiconductor Manufac | 9.26M | $4.21B | $3.88B | 7.36% | -66,083 | 2026-06-30 |
| 3 | SE | Sea Ltd | 33.88M | $3.15B | $2.47B | 4.69% | +134.7K | 2026-06-30 |
| 4 | — | Asml Hldg NV | 1.45M | $2.73B | $2.73B | 5.17% | -74,793 | 2026-06-30 |
| 5 | PM | Philip Morris Intl Inc | 10.30M | $1.88B | $2.11B | 4.00% | -479,001 | 2026-06-30 |
| 6 | APP | Applovin Corp | 3.71M | $1.85B | $933.5M | 1.77% | -1,292,272 | 2026-06-30 |
| 7 | — | Linde PLC | 3.19M | $1.63B | $1.63B | 3.09% | -43,852 | 2026-06-30 |
| 8 | AMZN | Amazon.com Inc | 6.44M | $1.55B | $1.65B | 3.13% | +271.0K | 2026-06-30 |
| 9 | GLW | Corning Inc | 5.93M | $1.52B | $779.2M | 1.48% | -2,174,143 | 2026-06-30 |
| 10 | IBN | Icici Bank Limited | 51.51M | $1.51B | $1.50B | 2.84% | -735,772 | 2026-06-30 |
| 11 | TEVA | Teva Pharmaceutical Inds Ltd | 41.32M | $1.38B | $1.62B | 3.08% | +494.6K | 2026-06-30 |
| 12 | CP | Canadian Pacific Kansas City | 15.28M | $1.33B | $1.37B | 2.60% | -802,508 | 2026-06-30 |
| 13 | — | Spotify Technology S A | 2.84M | $1.31B | $1.31B | 2.49% | +425.4K | 2026-06-30 |
| 14 | — | Arch Cap Group Ltd | 11.97M | $1.17B | $1.17B | 2.23% | -628,838 | 2026-06-30 |
| 15 | ILMN | Illumina Inc | 6.21M | $1.12B | $1.85B | 3.50% | +283.5K | 2026-06-30 |
| 16 | WDC | Western Digital Corp | 1.63M | $1.06B | $660.3M | 1.25% | -4,929,689 | 2026-06-30 |
| 17 | META | Meta Platforms Inc | 1.82M | $1.02B | $1.11B | 2.11% | +1.80M | 2026-06-30 |
| 18 | FERG | Ferguson Enterprises Inc | 4.18M | $998.0M | $970.3M | 1.84% | -165,825 | 2026-06-30 |
| 19 | — | NU Hldgs Ltd | 74.45M | $977.5M | $977.5M | 1.85% | +1.61M | 2026-06-30 |
| 20 | CAH | Cardinal Health Inc | 4.11M | $971.4M | $1.00B | 1.90% | +105.8K | 2026-06-30 |
| 21 | NVDA | NVIDIA Corporation | 4.77M | $929.5M | $1.00B | 1.90% | +98.3K | 2026-06-30 |
| 22 | — | Medtronic PLC | 10.83M | $876.1M | $876.1M | 1.66% | -439,700 | 2026-06-30 |
| 23 | WELL | Welltower Inc | 3.35M | $762.2M | $762.9M | 1.45% | +89.8K | 2026-06-30 |
| 24 | CTVA | Corteva Inc | 8.94M | $745.3M | $99.7M | 0.19% | +227.3K | 2026-06-30 |
| 25 | MSFT | Microsoft Corp | 1.98M | $728.1M | $1.04B | 1.97% | +51.1K | 2026-06-30 |
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