WCM INVESTMENT MANAGEMENT, LLC: 13F holdings
CIK 10611862026Q2
| Positions | 266 |
|---|
| Reported value | $55.2bn |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 266 (+3 vs prior quarter) |
|---|
| Reported value | $55.2bn (+25.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SEAGATE TECHNOLOGY HLDNGS PL | 5,320,463 | $5.2bn | 9.3% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 9,261,509 | $4.2bn | 7.6% |
| SE SEA LTD | 33,881,192 | $3.1bn | 5.7% |
| ASML HLDG NV | 1,449,003 | $2.7bn | 4.9% |
| PM PHILIP MORRIS INTL INC | 10,304,779 | $1.9bn | 3.4% |
| APP APPLOVIN CORP | 3,709,328 | $1.9bn | 3.4% |
| LINDE PLC | 3,191,132 | $1.6bn | 3.0% |
| AMZN AMAZON COM INC | 6,437,619 | $1.5bn | 2.8% |
| GLW CORNING INC | 5,932,726 | $1.5bn | 2.8% |
| IBN ICICI BANK LIMITED | 51,506,124 | $1.5bn | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1061186")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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