Holdings
Wcm Investment Management, LLC
As of Jun 30, 2026, Wcm Investment Management, LLC reported 234 positions worth US$40.9B. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Asml Holding Nv and Philip Morris International Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 9.26M | US$4.21B | −66,083 | Jun 30, 2026 |
| Asml Holding Nv | 1.45M | US$2.73B | −74,793 | Jun 30, 2026 |
| Philip Morris International Inc | 10.3M | US$1.88B | −479K | Jun 30, 2026 |
| Applovin Corporation | 3.71M | US$1.85B | −1.29M | Jun 30, 2026 |
| Amazon.com, Inc. | 6.44M | US$1.55B | +271K | Jun 30, 2026 |
| Corning Incorporated | 5.93M | US$1.52B | −2.17M | Jun 30, 2026 |
| Icici Bank Limited | 51.5M | US$1.51B | −736K | Jun 30, 2026 |
| Teva Pharmaceutical Industries Limited | 41.3M | US$1.38B | +495K | Jun 30, 2026 |
| Canadian Pacific Kansas City Limited | 15.3M | US$1.33B | −803K | Jun 30, 2026 |
| Arch Capital Group Ltd. | 12M | US$1.17B | −629K | Jun 30, 2026 |