Einreichungsanalyse
Wcm Investment Management, Llc
13F-HR · Zeitraum Q2 2026 · eingereicht Aug 13, 2026
$55.16BGemeldeter 13F-Wert
313Positionen
1Andere enthaltene Manager
+32Neu
104Erhöht
120Reduziert
−30Ausgestiegen
Größte neue Positionen
| Wertpapier | Wert | Gewichtung |
|---|---|---|
| VTR Ventas, Inc. | $698.76M | 1.3% |
| GOOG Alphabet Inc. | $334.53M | 0.6% |
| AZN AstraZeneca PLC | $248.76M | 0.5% |
| TRP TC Energy Corporation | $189.07M | 0.3% |
| NGG National Grid plc | $183.55M | 0.3% |
| FTI TechnipFMC plc | $130.65M | 0.2% |
| WSE Wise Group plc Class A… | $26.47M | 0.0% |
| SITM SiTime Corporation | $19.33M | 0.0% |
| KGS Kodiak Gas Services, Inc. | $16.75M | 0.0% |
| AADX | $16.58M | 0.0% |
Größte Umschichtungen
| Wertpapier | Δ Anteile | Wert aktuell | |
|---|---|---|---|
| STX Seagate Technology Holdings… | ▲ Add | +22.4% | $5.15B |
| TSM Taiwan Semiconductor… | ▼ Trim | -0.7% | $4.21B |
| META Meta Platforms, Inc. | ▲ Add | +8380.4% | $1.02B |
| ASML ASML Holding N.V. | ▼ Trim | -4.9% | $2.73B |
| SHOP Shopify Inc. | ▼ Trim | -99.9% | $805,066 |
| WDC Western Digital Corporation | ▼ Trim | -75.1% | $1.06B |
| SE Sea Limited | ▲ Add | +0.4% | $3.15B |
| GLW Corning Inc | ▼ Trim | -26.8% | $1.52B |
| ILMN Illumina, Inc. | ▲ Add | +4.8% | $1.12B |
| GOOGL Alphabet Inc. | ▲ Add | +24276.9% | $335.01M |
Herkunft: Metadaten aus dem EDGAR-Formularindex; Analyse aus der geparsten Informationstabelle (aktuellste akzeptierte Version dieses Quartals). Kein redaktioneller Kommentar – ausschließlich berechnete Felder.