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Livermore
Livermore
ZHEN

WCM Investment Management, LLC

SEC CIK
0001061186
Latest filing
Aug 13, 2026

The latest 13F from WCM Investment Management, LLC covers Q2 2026 (filed Aug 13, 2026): 266 long positions worth $55.2B. The top 10 holdings make up 45.7% of the portfolio, and the largest is Seagate Technology Holdings plc (STX) at 9.3%. Livermore has 23 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
33
Est. +$2.04B
Added
104
Est. +$3.67B
Reduced
120
Est. −$6.97B
Sold out
30
Est. −$308.0M

Top 5 holdings

Share of this quarter's portfolio value

  1. STXSeagate Technology Holdings plc
    9.3%$5.15BHistory
  2. TSMTaiwan Semiconductor Manufacturing Co Ltd
    7.6%$4.21BHistory
  3. SESea Ltd
    5.7%$3.15BHistory
  4. ASMLASML Holding NV
    4.9%$2.73BHistory
  5. PMPhilip Morris International Inc.
    3.4%$1.88BHistory

Share of portfolio

Top 5 holdings and the other 261 positions, by share of portfolio value

  1. STX9.3%
  2. TSM7.6%
  3. SE5.7%
  4. ASML4.9%
  5. PM3.4%
  6. Other 261 positions68.9%

Biggest buys

New and added positions, by estimated amount bought

  1. METAMeta Platforms, Inc.
    +$1.01BAddedHistory
  2. STXSeagate Technology Holdings plc
    +$943.0MAddedHistory
  3. VTRVentas, Inc.
    +$698.8MNewHistory
  4. GOOGAlphabet Inc.
    +$334.5MNewHistory
  5. GOOGLAlphabet Inc.
    +$333.6MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. STXSeagate Technology Holdings plc
    +5.75 pp3.6% → 9.3%History
  2. METAMeta Platforms, Inc.
    +1.83 pp<0.1% → 1.9%History
  3. VTRVentas, Inc.
    +1.27 pp0.0% → 1.3%History
  4. GOOGAlphabet Inc.
    +0.61 pp0.0% → 0.6%History
  5. GOOGLAlphabet Inc.
    +0.60 pp<0.1% → 0.6%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. WDCWestern Digital Corp
    −$3.21BReducedHistory
  2. SHOPShopify Inc.
    −$762.4MReducedHistory
  3. APPAppLovin Corp
    −$644.5MReducedHistory
  4. GLWCorning Inc
    −$555.9MReducedHistory
  5. GDDYGoDaddy Inc.
    −$282.3MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. WDCWestern Digital Corp
    −1.84 pp3.8% → 1.9%History
  2. SHOPShopify Inc.
    −1.70 pp1.7% → <0.1%History
  3. APPAppLovin Corp
    −0.89 pp4.2% → 3.4%History
  4. LINLinde PLC
    −0.73 pp3.7% → 3.0%History
  5. PMPhilip Morris International Inc.
    −0.64 pp4.1% → 3.4%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$55.2B
+$11.3B (+25.9%) vs. prior quarter
Positions
266
+3 vs. prior quarter
Top 10 concentration
45.7%
Top 10 as share of value
Turnover
11.5%
Q2 2026, one quarter
Average holding period
11.2 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $55.2B (Q2 2026)

Q1 2021: $36.5BQ2 2021: $39.4BQ3 2021: $43.3BQ4 2021: $44.4BQ1 2022: $35.8BQ2 2022: $27.9BQ3 2022: $27.9BQ4 2022: $30.0BQ1 2023: $31.3BQ2 2023: $33.5BQ3 2023: $34.1BQ4 2023: $36.2BQ1 2024: $42.1BQ2 2024: $42.3BQ3 2024: $44.1BQ4 2024: $42.5BQ1 2025: $38.9BQ2 2025: $43.8BQ3 2025: $48.1BQ4 2025: $48.6BQ1 2026: $43.8BQ2 2026: $55.2B
Q1 2021Q2 2026
13F filings of WCM Investment Management, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 13, 2026266$55.2BSTXTSMSEvs. Q1 2026SEC
Q1 2026May 7, 2026263$43.8BTSMSEASMLvs. Q4 2025SEC
Q4 2025Feb 9, 2026241$48.6BSEAPPTSMvs. Q3 2025SEC
Q3 2025Nov 4, 2025228$48.1BSEAPPTSMvs. Q2 2025SEC
Q2 2025Jul 29, 2025219$43.8BSESPOTTSMvs. Q1 2025SEC
Q1 2025Apr 28, 2025278$38.9BSESPOTAPPvs. Q4 2024SEC
Q4 2024Feb 11, 2025Amended288$42.5BSEAPPTSMvs. Q3 2024SEC
Q3 2024Nov 4, 2024289$44.1BCPSEIBNvs. Q2 2024SEC
Q2 2024Jul 31, 2024267$42.3BCPICLRIBNvs. Q1 2024SEC
Q1 2024Apr 25, 2024247$42.1BCPICLRTEAMvs. Q4 2023SEC
Q4 2023Jan 29, 2024250$36.2BCPTEAMICLRvs. Q3 2023SEC
Q3 2023Oct 10, 2023208$34.1BCPTEAMICLRvs. Q2 2023SEC
Q2 2023Jul 14, 2023218$33.5BCPAONIBNvs. Q1 2023SEC
Q1 2023May 15, 2023213$31.3BCPTEAMAONvs. Q4 2022SEC
Q4 2022Feb 7, 2023213$30.0BCPAONMTDvs. Q3 2022SEC
Q3 2022Oct 18, 2022195$27.9BCPAONACNvs. Q2 2022SEC
Q2 2022Aug 9, 2022202$27.9BCPASMLACNvs. Q1 2022SEC
Q1 2022May 6, 2022201$35.8BCPASMLRMDvs. Q4 2021SEC
Q4 2021Jan 26, 2022205$44.4BTSMASMLSHOPvs. Q3 2021SEC
Q3 2021Nov 2, 2021204$43.3BTSMMELISHOPvs. Q2 2021SEC
Q2 2021Aug 5, 2021196$39.4BTSMSHOPMELIvs. Q1 2021SEC
Q1 2021May 13, 2021190$36.5BTSMHDBASML–SEC

13D and 13G filings

Companies where WCM Investment Management, LLC reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

2 companies, largest stake first.

Companies where WCM Investment Management, LLC owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
SESea Ltd13G6.17%33.7M sharesNewApr 6, 20261 filingApr 6, 2026SEC
BKDBrookdale Senior Living Inc.13G5.39%12.8M sharesNewApr 6, 20261 filingApr 6, 2026SEC

Latest filings

39 filings on file made by WCM Investment Management, LLC or listing it as a reporting person; the latest 20 are shown.

Schedule 13D and 13G filings by WCM Investment Management, LLC
CompanyFiled (ET)FormStakeChangeEvent dateFiling
BKDBrookdale Senior Living Inc.Apr 6, 20261:12 PM ET13G5.39%12.8M sharesNewMar 31, 2026SEC
MNDYmonday.com Ltd.Apr 6, 20261:09 PM ET13G/A0.00%750 shares−7.30 ppfrom 7.30%Below 5%Mar 31, 2026SEC
SESea LtdApr 6, 20261:04 PM ET13G6.17%33.7M sharesNewMar 31, 2026SEC
MNDYmonday.com Ltd.Jan 2, 20264:20 PM ET13G/A7.30%3.76M shares−1.10 ppfrom 8.40%Dec 31, 2025SEC
CINTCI&T IncAug 12, 20255:10 PM ET13G/A0.00%0 shares–Below 5%Jul 23, 2025SEC
FRPTFreshpet, Inc.Aug 12, 20255:07 PM ET13G/A0.00%0 shares−5.72 ppfrom 5.72%Below 5%Aug 5, 2025SEC
ICLRIcon PLCJul 3, 20257:57 AM ET13G/A0.25%199.9K shares–Below 5%Jun 30, 2025SEC
TEAMAtlassian CorpOct 23, 202413G/AOld format–––SEC
MNDYmonday.com Ltd.Oct 4, 202410:23 AM ET13G8.40%4.19M sharesNewSep 30, 2024SEC
FRPTFreshpet, Inc.Oct 4, 202410:20 AM ET13G5.72%2.77M sharesNewSep 30, 2024SEC
CINTCI&T IncJan 30, 202413G/AOld format–––SEC
ICLRIcon PLCJan 30, 202413G/AOld format–––SEC
TEAMAtlassian CorpJan 30, 202413G/AOld format–––SEC
EPAMEPAM Systems, Inc.Jan 30, 202413G/AOld format–––SEC
STESTERIS plcJan 30, 202413G/AOld format–––SEC
EPAMEPAM Systems, Inc.Feb 10, 202313G/AOld format–––SEC
PLUSEplus IncFeb 10, 202313G/AOld format–––SEC
CINTCI&T IncFeb 10, 202313G/AOld format–––SEC
ICLRIcon PLCFeb 10, 202313G/AOld format–––SEC
TEAMAtlassian CorpFeb 10, 202313G/AOld format–––SEC