WCM INVESTMENT MANAGEMENT, LLC
LAGUNA BEACH CA · SEC CIK 0001061186
$551.59亿2026Q2 申报市值
266持仓数
45.7%前十大占比 · 第一大 9.3%
33 / 30新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
META 加仓+$10.12亿
STX 加仓+$9.43亿
VTR 新建仓+$6.99亿
GOOG 新建仓+$3.35亿
GOOGL 加仓+$3.34亿
2026Q2 卖出最多 按季末市值估算
WDC 减仓-$32.14亿
SHOP 减仓-$7.62亿
APP 减仓-$6.45亿
GLW 减仓-$5.56亿
GDDY 减仓-$2.82亿
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SAP | SAP SE | $0 | 0.00% | 0 | -833,584 | -100.0% | -$1.40亿 | 清仓 |
| INDA | ISHARES TR | $0 | 0.00% | 0 | -412,317 | -100.0% | -$1,872.74万 | 清仓 |
| — | TOPBUILD COR | $0 | 0.00% | 0 | -52,843 | -100.0% | -$1,772.30万 | 清仓 |
| SII | SPROTT INC | $0 | 0.00% | 0 | -127,000 | -100.0% | -$1,706.80万 | 清仓 |
| PRIM | PRIMORIS SVCS CORP | $0 | 0.00% | 0 | -124,224 | -100.0% | -$1,669.57万 | 清仓 |
| HQY | HEALTHEQUITY INC | $0 | 0.00% | 0 | -193,371 | -100.0% | -$1,575.59万 | 清仓 |
| RH | RH | $0 | 0.00% | 0 | -96,298 | -100.0% | -$1,271.33万 | 清仓 |
| VRRM | VERRA MOBILITY CORP | $0 | 0.00% | 0 | -852,663 | -100.0% | -$1,205.67万 | 清仓 |
| YETI | YETI HLDGS INC | $0 | 0.00% | 0 | -255,906 | -100.0% | -$908.98万 | 清仓 |
| IPAR | INTERPARFUMS INC | $0 | 0.00% | 0 | -97,039 | -100.0% | -$877.62万 | 清仓 |
| ICFI | ICF INTL INC | $0 | 0.00% | 0 | -111,415 | -100.0% | -$733.00万 | 清仓 |
| NSIT | INSIGHT ENTERPRISES INC | $0 | 0.00% | 0 | -95,071 | -100.0% | -$612.54万 | 清仓 |
| CSW | CSW INDUSTRIALS INC | $0 | 0.00% | 0 | -21,968 | -100.0% | -$570.07万 | 清仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $0 | 0.00% | 0 | -63,705 | -100.0% | -$559.39万 | 清仓 |
| CBZ | CBIZ INC | $0 | 0.00% | 0 | -183,268 | -100.0% | -$495.01万 | 清仓 |
| EWY | ISHARES INC | $0 | 0.00% | 0 | -24,744 | -100.0% | -$304.38万 | 清仓 |
| GGG | GRACO INC | $0 | 0.00% | 0 | -19,798 | -100.0% | -$164.20万 | 清仓 |
| FTAI | FTAI AVIATION LTD | $0 | 0.00% | 0 | -7,097 | -100.0% | -$162.35万 | 清仓 |
| NTRA | NATERA INC | $0 | 0.00% | 0 | -6,633 | -100.0% | -$123.93万 | 清仓 |
| PTC | PTC INC | $0 | 0.00% | 0 | -8,210 | -100.0% | -$114.66万 | 清仓 |
| MKL | MARKEL GROUP INC | $0 | 0.00% | 0 | -322 | -100.0% | -$60.74万 | 清仓 |
| IEX | IDEX CORP | $0 | 0.00% | 0 | -2,789 | -100.0% | -$51.18万 | 清仓 |
| CDW | CDW CORP | $0 | 0.00% | 0 | -3,460 | -100.0% | -$41.00万 | 清仓 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | -2,821 | -100.0% | -$37.56万 | 清仓 |
| FUTU | FUTU HLDGS LTD | $0 | 0.00% | 0 | -2,816 | -100.0% | -$36.99万 | 清仓 |
| CSL | CARLISLE COS INC | $0 | 0.00% | 0 | -1,074 | -100.0% | -$35.00万 | 清仓 |
| J | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | -2,050 | -100.0% | -$25.58万 | 清仓 |
| — | HUYA INC | $0 | 0.00% | 0 | -82,504 | -100.0% | -$24.92万 | 清仓 |
| AIZ | ASSURANT INC | $0 | 0.00% | 0 | -1,142 | -100.0% | -$24.68万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -148 | -100.0% | -$1.52万 | 清仓 |
| KSA | ISHARES TR | $2.32万 | 0.00% | 620 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $8.78万 | 0.00% | 872 | -7,505 | -89.6% | -$75.55万 | 减仓 |
| HGTY | HAGERTY INC | $11.79万 | 0.00% | 10,023 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $21.81万 | 0.00% | 3,873 | 0 | 0.0% | — | 不变 |
| GDDY | GODADDY INC | $23.68万 | 0.00% | 2,778 | -3,311,678 | -99.9% | -$2.82亿 | 减仓 |
| APH | AMPHENOL CORP | $33.08万 | 0.00% | 1,988 | 0 | 0.0% | — | 不变 |
| BRC | BRADY CORP | $37.70万 | 0.00% | 4,189 | 4,189 | — | $37.70万 | 新建仓 |
| JAN | JANUS LIVING INC | $38.48万 | 0.00% | 13,362 | -2,138 | -13.8% | -$6.16万 | 减仓 |
| LYTS | LSI INDS INC OHIO | $40.62万 | 0.00% | 15,299 | 15,299 | — | $40.62万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $43.76万 | 0.00% | 260 | -10 | -3.7% | -$1.68万 | 减仓 |
| GXO | GXO LOGISTICS INCORPORATED | $44.69万 | 0.00% | 8,853 | 8,853 | — | $44.69万 | 新建仓 |
| INTR | INTER & CO | $45.76万 | 0.00% | 85,059 | -10,354,570 | -99.2% | -$5,570.75万 | 减仓 |
| CECO | CECO ENVIRONMENTAL CORP | $46.93万 | 0.00% | 5,210 | 5,210 | — | $46.93万 | 新建仓 |
| EBAY | EBAY INC. | $64.02万 | 0.00% | 5,778 | 253 | 4.6% | $2.80万 | 加仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $66.53万 | 0.00% | 135,782 | -718,014 | -84.1% | -$351.83万 | 减仓 |
| CDRE | CADRE HLDGS INC | $67.08万 | 0.00% | 24,519 | -212,639 | -89.7% | -$581.78万 | 减仓 |
| VLO | VALERO ENERGY CORP | $70.15万 | 0.00% | 2,634 | 85 | 3.3% | $2.26万 | 加仓 |
| BRO | BROWN & BROWN INC | $73.48万 | 0.00% | 11,488 | -10,073 | -46.7% | -$64.43万 | 减仓 |
| SHOP | SHOPIFY INC | $80.51万 | 0.00% | 7,049 | -6,675,474 | -99.9% | -$7.62亿 | 减仓 |
| WTFC | WINTRUST FINL CORP | $81.15万 | 0.00% | 5,060 | 5,060 | — | $81.15万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $82.38万 | 0.00% | 9,340 | 382 | 4.3% | $3.37万 | 加仓 |
| LMB | LIMBACH HLDGS INC | $83.15万 | 0.00% | 10,545 | -67,836 | -86.5% | -$534.89万 | 减仓 |
| ACM | AECOM | $86.27万 | 0.00% | 12,365 | 4,158 | 50.7% | $29.01万 | 加仓 |
| STC | STEWART INFORMATION SVCS COR | $86.87万 | 0.00% | 12,974 | -88,492 | -87.2% | -$592.54万 | 减仓 |
| QCRH | QCR HLDGS INC | $92.42万 | 0.00% | 9,563 | -61,737 | -86.6% | -$596.63万 | 减仓 |
| CPA | COPA HOLDINGS SA | $92.85万 | 0.00% | 5,970 | 5,970 | — | $92.85万 | 新建仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $94.81万 | 0.00% | 3,183 | -12,176 | -79.3% | -$362.66万 | 减仓 |
| TTEK | TETRA TECH INC NEW | $97.94万 | 0.00% | 33,914 | -14,751 | -30.3% | -$42.60万 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $98.43万 | 0.00% | 4,288 | -2,559 | -37.4% | -$58.74万 | 减仓 |
| HUBS | HUBSPOT INC | $99.04万 | 0.00% | 5,369 | 894 | 20.0% | $16.49万 | 加仓 |
| — | ATKORE INC | $99.41万 | 0.00% | 13,232 | 13,232 | — | $99.41万 | 新建仓 |
| DLB | DOLBY LABORATORIES INC | $100.80万 | 0.00% | 19,340 | 7,053 | 57.4% | $36.76万 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $102.86万 | 0.00% | 4,021 | -1,581 | -28.2% | -$40.44万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $105.83万 | 0.00% | 3,640 | 628 | 20.8% | $18.26万 | 加仓 |
| CACI | CACI INTL INC | $108.87万 | 0.00% | 2,382 | 1,467 | 160.3% | $67.05万 | 加仓 |
| POWI | POWER INTEGRATIONS INC | $108.90万 | 0.00% | 13,792 | -143,136 | -91.2% | -$1,130.20万 | 减仓 |
| MAS | MASCO CORP | $111.28万 | 0.00% | 13,823 | -8,525 | -38.1% | -$68.63万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $112.10万 | 0.00% | 8,199 | 1,826 | 28.7% | $24.97万 | 加仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $113.39万 | 0.00% | 82,525 | -717,307 | -89.7% | -$985.58万 | 减仓 |
| TFIN | TRIUMPH FINANCIAL INC | $113.60万 | 0.00% | 15,013 | -102,499 | -87.2% | -$775.61万 | 减仓 |
| FIG | FIGMA INC | $114.48万 | 0.00% | 60,000 | 0 | 0.0% | — | 不变 |
| HLMN | HILLMAN SOLUTIONS CORP | $118.78万 | 0.00% | 142,589 | -1,240,337 | -89.7% | -$1,033.20万 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $120.23万 | 0.00% | 8,706 | 1,196 | 15.9% | $16.52万 | 加仓 |
| AVY | AVERY DENNISON CORP | $120.69万 | 0.00% | 7,390 | -2,609 | -26.1% | -$42.61万 | 减仓 |
| RLI | RLI CORP | $125.13万 | 0.00% | 21,426 | -7,836 | -26.8% | -$45.76万 | 减仓 |
| PNTG | PENNANT GROUP INC | $125.75万 | 0.00% | 34,605 | -293,322 | -89.4% | -$1,065.93万 | 减仓 |
| ICUI | ICU MED INC | $126.73万 | 0.00% | 8,567 | -83,429 | -90.7% | -$1,234.16万 | 减仓 |
| KWR | QUAKER HOUGHTON | $127.33万 | 0.00% | 8,127 | -70,399 | -89.7% | -$1,103.01万 | 减仓 |
| SKWD | SKYWARD SPECIALTY INS GROUP | $128.84万 | 0.00% | 21,406 | -185,037 | -89.6% | -$1,113.74万 | 减仓 |
| WSO | WATSCO INC | $130.74万 | 0.00% | 3,184 | -1,166 | -26.8% | -$47.88万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $132.24万 | 0.00% | 22,930 | 4,100 | 21.8% | $23.64万 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $134.49万 | 0.00% | 9,520 | 3,026 | 46.6% | $42.75万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $140.45万 | 0.00% | 11,620 | 2,036 | 21.2% | $24.61万 | 加仓 |
| PLUS | EPLUS INC | $146.79万 | 0.00% | 18,237 | -158,513 | -89.7% | -$1,275.87万 | 减仓 |
| JLL | JONES LANG LASALLE INC | $160.74万 | 0.00% | 5,134 | -3,506 | -40.6% | -$109.77万 | 减仓 |
| APG | API GROUP CORP | $168.13万 | 0.00% | 40,998 | -30,596 | -42.7% | -$125.47万 | 减仓 |
| REXR | REXFORD INDL RLTY INC | $186.42万 | 0.00% | 54,510 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $187.09万 | 0.00% | 66,440 | 11,381 | 20.7% | $32.05万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $188.09万 | 0.00% | 10,069 | 10,069 | — | $188.09万 | 新建仓 |
| — | EVOTEC AG | $188.13万 | 0.00% | 671,884 | 44,624 | 7.1% | $12.49万 | 加仓 |
| ENTG | ENTEGRIS INC | $191.19万 | 0.00% | 11,178 | -8,482 | -43.1% | -$145.08万 | 减仓 |
| KAI | KADANT INC | $194.47万 | 0.00% | 6,198 | -16,887 | -73.2% | -$529.86万 | 减仓 |
| INSM | INSMED INC | $199.35万 | 0.00% | 19,033 | 3,326 | 21.2% | $34.84万 | 加仓 |
| CASH | PATHWARD FINANCIAL INC | $202.36万 | 0.00% | 23,416 | -39,047 | -62.5% | -$337.44万 | 减仓 |
| ITRI | ITRON INC | $211.93万 | 0.00% | 25,314 | -61,861 | -71.0% | -$517.90万 | 减仓 |
| CHDN | CHURCHILL DOWNS INC | $214.84万 | 0.00% | 23,643 | 0 | 0.0% | — | 不变 |
| HAYW | HAYWARD HLDGS INC | $220.75万 | 0.00% | 129,931 | -571,931 | -81.5% | -$971.71万 | 减仓 |
| LOB | LIVE OAK BANCSHARES INC | $227.12万 | 0.00% | 55,369 | -98,165 | -63.9% | -$402.67万 | 减仓 |
| AX | AXOS FINANCIAL INC | $227.61万 | 0.00% | 23,623 | -71,743 | -75.2% | -$691.24万 | 减仓 |
| DORM | DORMAN PRODS INC | $228.27万 | 0.00% | 17,220 | -68,390 | -79.9% | -$906.58万 | 减仓 |