Stock Taper

WCM INVESTMENT MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
ServiceTitan, Inc.TTAN174.69K$12.26M
UMB Financial CorporationUMBF182.18K$25.87M
Novanta Inc.NOVT185.24K$29.22M
QXO, Inc.QXO188.57K$3.36M
Performance Food Group CoPFGC189.65K$21.36M
IonQ, Inc.IONQ191.81K$10.33M
Bio-Techne CorporationTECH197.93K$14.03M
Firefly Aerospace Inc.FLY199.3K$5.79M
Mercury Systems, Inc.MRCY219.32K$24.17M
Kratos Defense & Security Solutions, Inc.KTOS220.94K$10.37M
Kodiak Gas Services, Inc.KGS225.05K$16.75M
On Holding AGONON232.34K$8.23M
Amer Sports, Inc.AS234.62K$7.81M
The Chefs' Warehouse, Inc.CHEF235.9K$22.48M
Vaxcyte, Inc.PCVX243.5K$14.05M
Carpenter Technology CorporationCRS249.05K$151.18M
Donaldson Company, Inc.DCI252.59K$22.33M
RadNet, Inc.RDNT253.45K$15.02M
Vista Energy, S.A.B. de C.V.VIST255.49K$16.41M
AAON, Inc.AAON255.89K$32.17M