Wcm Investment Management, LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Wcm Investment Management, LLC

CIK Number: 0001061186

43.81B
Market Value
216
# of Holdings
10 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Jul 29, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 SE Sea Limited
184.25
+1.23% 25.81M +2.63% 4.11B 83.56 9.38% Share
2 SPOT Spotify Technol...
707.07
+0.91% 3.35M -0.77% 2.59B 322.39 5.91% Share
3 TSM Taiwan Semicond...
288.13
-0.12% 10.06M +3.33% 2.3B 174.05 5.25% Share
4 PM Philip Morris I...
157.91
-1.83% 11.28M +24.97K% 2.04B 181.93 4.66% Share
5 APP AppLovin Corpor...
683.64
-2.9% 5.86M -8.81% 1.96B 78.75 4.46% Share
6 IBN ICICI Bank Limi...
30.63
+0.30% 54.45M +1.57% 1.84B 22.02 4.21% Share
7 LIN Linde plc
469.48
+0.57% 3.4M +1.85% 1.58B 358.16 3.60% Share
8 CPNG Coupang, Inc.
32.58
+0.45% 49.17M -1% 1.51B 18.75 3.46% Share
9 AMZN Amazon.com, Inc...
222.41
+0.81% 6.17M +5.30% 1.38B 134.4 3.14% Share
10 CP Canadian Pacifi...
75.86
+1.38% 16.73M -1.33% 1.31B 79.63 2.99% Share
11 MELI MercadoLibre, I...
2246.60
+3.20% 495.69K -0.92% 1.27B 1392.93 2.90% Share
12 MNDY monday.com Ltd.
182.26
-1.12% 4.07M -0.24% 1.25B 225.52 2.86% Share
13 ASML ASML Holding N....
1030.17
+2.68% 1.55M -0.78% 1.23B 210.85 2.81% Share
14 WCN Waste Connectio...
173.02
-1.2% 6.5M +1.85% 1.21B 133.3 2.76% Share
15 ACGL Arch Capital Gr...
89.08
-1.36% 13.35M -0.79% 1.21B 70 2.75% Share
16 NVDA NVIDIA Corporat...
188.89
+0.88% 6.47M +5.71% 1.02B 49.53 2.33% Share
17 MSFT Microsoft Corpo...
515.74
-0.76% 1.99M +3.72% 986.18M 315.18 2.25% Share
18 NU Nu Holdings Ltd...
15.20
+0.07% 73.82M -4.11% 978.1M 11.55 2.23% Share
19 HOOD Robinhood Marke...
145.70
+4.71% 11.56M +3.62K% 959.42M 92.23 2.19% Share
20 AJG Arthur J. Galla...
308.68
+0.93% 2.46M +5.48% 783.1M 181.86 1.79% Share
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