Wcm Investment Management, LLC
Annual return '25
+1.0%
SPY '25
+17.7%
Alpha
-16.7ptsvs SPY
Invested
$43.8B
Holdings
263
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$TSM
TAIWAN SEMICONDUCTOR MANUFAC
Q1 2026: Exited (was 9.82M shares)
6.7%
02
$SE
SEA LTD
Q1 2026: Exited (was 25.86M shares)
6.0%
03
$ASML
ASML HLDG NV
Q1 2026: Exited (was 1.89M shares)
4.4%
04
$APP
APPLOVIN CORP
Q1 2026: Exited (was 4.76M shares)
4.2%
05
$PM
PHILIP MORRIS INTL INC
Q1 2026: Exited (was 10.81M shares)
4.1%
06
$WDC
WESTERN DIGITAL CORP
Q1 2026: Exited (was 6.69M shares)
3.8%
07
$LIN
LINDE PLC
Q1 2026: Exited (was 3.27M shares)
3.7%
08
$STX
SEAGATE TECHNOLOGY HLDNGS PL
Q1 2026: Exited (was 5.15M shares)
3.6%
09
$IBN
ICICI BANK LIMITED
Q1 2026: Exited (was 53.31M shares)
3.0%
10
$CP
CANADIAN PACIFIC KANSAS CITY
Q1 2026: Exited (was 16.31M shares)
2.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:09 UTC.