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David Joerger

Wcm Investment Management, Llc

Assets Managed
$43.813B
Holdings
263
Last Quarter
2026 - Q1
Filed Date
25d ago
Growth Rate
-9.79%(2Q avg: -4.37%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Wcm Investment Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 263 positions.

Assets under management

The assets under management (AUM) of Wcm Investment Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 43.813B in assets, with a quarterly growth rate of -9.79% and a 2-quarter average growth rate of -4.37%. The portfolio is managed by David Joerger, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Decreased -5%
6.74%
$2.952B
9.328M shares@ $316.5 avg price
SE
Sea Ltd-adr
Recent Activity
Increased 30.49%
6.04%
$2.643B
33.746M shares@ $78.31 avg price
ASML
Asml Holding Nv-ny Reg Shs
Recent Activity
Decreased -19.41%
4.37%
$1.911B
1.524M shares@ $1253.97 avg price
APP
Applovin Corp-class A
Recent Activity
Increased 5.16%
4.25%
$1.861B
5.002M shares@ $372.08 avg price
PM
Philip Morris International
Recent Activity
Decreased -0.2%
4.06%
$1.777B
10.784M shares@ $164.83 avg price
WDC
Western Digital Corp
Recent Activity
Decreased -1.93%
3.77%
$1.651B
6.562M shares@ $251.68 avg price
LIN
Linde Plc
Recent Activity
Decreased -1.19%
3.69%
$1.615B
3.235M shares@ $499.26 avg price
STX
Seagate Technology Holdings
Recent Activity
Decreased -15.67%
3.6%
$1.575B
4.347M shares@ $362.43 avg price
IBN
Icici Bank Ltd-spon Adr
Recent Activity
Decreased -2%
3.01%
$1.316B
52.242M shares@ $25.21 avg price
CP
Canadian Pacific Kansas City
Recent Activity
Decreased -1.36%
2.85%
$1.247B
16.084M shares@ $77.52 avg price

1-10 of 263