Análisis de declaraciones
Wcm Investment Management, Llc
13F-HR · período Q1 2026 · presentado May 07, 2026
$43.81BValor 13F declarado
291Posiciones
1Otros gestores incluidos
+52Nuevo
75Incrementada
129Reducida
−30Posición cerrada
Mayores nuevas posiciones
| Valor | Valor | Ponderación |
|---|---|---|
| MDT Medtronic plc | $965.92M | 2.2% |
| CHRW C.H. Robinson Worldwide, Inc. | $579.92M | 1.3% |
| NVS Novartis AG | $220.00M | 0.5% |
| BKD Brookdale Senior Living Inc. | $171.68M | 0.4% |
| LYG Lloyds Banking Group plc | $128.23M | 0.3% |
| GDS GDS Holdings Limited | $68.09M | 0.2% |
| BG Bunge Global S.A. | $41.19M | 0.1% |
| COMP Compass, Inc. | $41.14M | 0.1% |
| CCJ Cameco Corporation | $35.34M | 0.1% |
| KB KB Financial Group Inc. | $24.50M | 0.1% |
Mayores redimensionamientos
| Valor | Δ acciones | Valor actual | |
|---|---|---|---|
| APP AppLovin Corporation | ▲ Add | +5.2% | $1.86B |
| CPNG Coupang, Inc. | ▼ Trim | -96.0% | $35.39M |
| MELI MercadoLibre, Inc. | ▼ Trim | -99.9% | $437,184 |
| TEVA Teva Pharmaceutical… | ▲ Add | +191.4% | $1.16B |
| SE Sea Limited | ▲ Add | +30.5% | $2.64B |
| WCN Waste Connections, Inc. | ▼ Trim | -38.4% | $627.27M |
| WDC Western Digital Corporation | ▼ Trim | -1.9% | $1.65B |
| HOOD Robinhood Markets, Inc. | ▼ Trim | -47.5% | $176.49M |
| SHOP Shopify Inc. | ▼ Trim | -0.3% | $746.91M |
| GLW Corning Inc | ▼ Trim | -1.4% | $1.04B |
Procedencia: Metadatos del índice de formularios EDGAR; análisis de la tabla de información procesada (última versión aceptada de este trimestre). No es comentario editorial — solo campos calculados.