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WCM Investment Management, LLC
WCM Investment Management, LLC is an independent asset management firm headquartered in Laguna Beach, CA. Founded in 1976, the firm specializes in global and international equities, with a focus on growth investing. WCM manages assets for institutions, consultants, and financial professionals worldwide. The firm operates with approximately 80 employees, offering a range of investment products and separate account strategies, and is well known for its collaborative, team-oriented culture.
Investment Strategy
WCM Investment Management employs a growth-oriented, bottom-up, fundamental research process focused on identifying high-quality, industry-leading companies with expanding economic moats and corporate cultures that support long-term growth. The firm's investment philosophy emphasizes companies with durable competitive advantages, strong balance sheets, and effective leadership. Environmental, social, and governance (ESG) factors are considered as part of the investment process. WCM invests globally, seeking to construct concentrated portfolios with low turnover and a clear focus on long-term capital appreciation.
Latest 13F Filing Activity
WCM Investment Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 217 equity positions with a total 13F market value of $44B. The fund increased holdings in Philip Morris Intl Inc., Robinhood MKTS Inc., Sea LTD among other positions. WCM Investment Management, LLC reduced exposure to Icon PLC, Intuitive Surgical Inc., Steris PLC among others.
Top Holdings
Equity Positions (217)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SE | SEA LTD | 9.38% | $4.11B | 25,807,216 | $83.56 | $159.94 | +$825.7M |
S SPOT | SPOTIFY TECHNOLOGY S A | 5.91% | $2.59B | 3,352,959 | $322.39 | $767.34 | +$694.4M |
T TSM | TAIWAN SEMICONDUCTOR MFG LTD | 5.25% | $2.30B | 10,058,659 | $174.05 | $226.49 | +$690.6M |
P PM | PHILIP MORRIS INTL INC | 4.66% | $2.04B | 11,275,606 | $181.93 | $182.13 | +$2.03B |
A APP | APPLOVIN CORP | 4.46% | $1.96B | 5,859,423 | $78.75 | $350.08 | +$205.6M |
Industry Allocation
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