William Blair Investment Management
CHICAGO, ILfiles as WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
$33.3bn in 403 US stocks at the end of 30 June 2026. The top 10 are 28.9% of the money. It changed about 20.7% of the portfolio this quarter.
Value
$33.3bn
Stocks
403
Top 10 share
28.9%
Turnover
20.7%
What changed this quarter
New
Bought for the first time this quarter.
- General ElectricGE0.9% of the fund
- CrowdStrike HoldingsCRWD0.6% of the fund
- Seagate Technology HoldingsSTX0.6% of the fund
- Canadian Natural ResourcesCNQ0.4% of the fund
- Forgent Power SolutionsFPS0.4% of the fund
- PTC TherapeuticsPTCT0.4% of the fund
- EtsyETSY0.4% of the fund
- RepligenRGEN0.3% of the fund
- Hudbay MineralsHBM0.3% of the fund
- Applied OptoelectronicsAAOI0.2% of the fund
- StrideLRN0.2% of the fund
- Space Exploration TechnologiesSPCX0.2% of the fund
- Circle Internet GroupCRCL0.2% of the fund
- America Movil SAB de CVAMX0.2% of the fund
- Karman HoldingsKRMN0.1% of the fund
- Primoris ServicesPRIM0.1% of the fund
- DPC HoldingsDPC<0.1% of the fund
- Grupo Cibest SACIB<0.1% of the fund
- WaterBridge InfrastructureWBI<0.1% of the fund
- RambusRMBS<0.1% of the fund
- StandardAeroSARO<0.1% of the fund
- HaemoneticsHAE<0.1% of the fund
- Euronet WorldwideEEFT<0.1% of the fund
- CareTrust REITCTRE<0.1% of the fund
- Chefs' WarehouseCHEF<0.1% of the fund
Added
Bought more of a stock they already held.
- AlphabetGOOGL3.4% of the fund+27%
- Applied MaterialsAMAT1.1% of the fund+1325%
- EverpureP0.8% of the fund+20%
- AmphenolAPH0.8% of the fund+42%
- BorgwarnerBWA0.8% of the fund+31%
- Curtiss WrightCW0.7% of the fund+37%
- Teva Pharmaceutical IndustriesTEVA0.7% of the fund+362%
- Regal RexnordRRX0.6% of the fund+6%
- Krystal BiotechKRYS0.6% of the fund+40%
- Guardant HealthGH0.6% of the fund+38%
- CamecoCCJ0.6% of the fund+10%
- Alignment HealthcareALHC0.6% of the fund+49%
- Diodes INC /delDIOD0.6% of the fund+281%
- Bentley SystemsBSY0.5% of the fund+79%
- DynatraceDT0.5% of the fund+19%
- Mirum PharmaceuticalsMIRM0.5% of the fund+318%
- HealthequityHQY0.5% of the fund+7%
- Texas InstrumentsTXN0.5% of the fund+19%
- West Pharmaceutical ServicesWST0.5% of the fund+950%
- Grand Canyon EducationLOPE0.4% of the fund+6%
- LittelfuseLFUS0.4% of the fund+6%
- TotalEnergies SETTE0.4% of the fund+113%
- TimkenTKR0.4% of the fund+18347%
- CytokineticsCYTK0.4% of the fund+47%
- Birkenstock HoldingBIRK0.4% of the fund+11%
Cut
Sold some of their stake.
- Taiwan Semiconductor ManufacturingTSM7.1% of the fund-11%
- NvidiaNVDA5.2% of the fund-4%
- AppleAAPL2.8% of the fund-32%
- BroadcomAVGO2.3% of the fund-7%
- MicrosoftMSFT2.3% of the fund-29%
- Meta PlatformsMETA1.6% of the fund-6%
- Amazon.comAMZN1.4% of the fund-37%
- MastercardMA1.4% of the fund-13%
- Advanced Micro DevicesAMD1.3% of the fund-27%
- AstrazenecaAZN0.9% of the fund-22%
- Primo BrandsPRMB0.8% of the fund-12%
- LindeLIN0.8% of the fund-21%
- Onto InnovationONTO0.8% of the fund-31%
- Carlyle GroupCG0.7% of the fund-6%
- Mueller IndustriesMLI0.7% of the fund-6%
- Monster BeverageMNST0.7% of the fund-14%
- F5FFIV0.7% of the fund-10%
- Itau Unibanco Hldg S AITUB0.7% of the fund-11%
- SnowflakeSNOW0.7% of the fund-20%
- Twist BioscienceTWST0.7% of the fund-59%
- UnitedHealth GroupUNH0.7% of the fund-22%
- Carpenter TechnologyCRS0.6% of the fund-5%
- nVent ElectricNVT0.6% of the fund-5%
- Talen EnergyTLN0.6% of the fund-5%
- TransUnionTRU0.6% of the fund-8%
Sold out
Sold their entire stake.
- CoherentCOHR-100%
- Veeva SystemsVEEV-100%
- DoximityDOCS-100%
- Planet FitnessPLNT-100%
- PoolPOOL-100%
- Advanced Drainage SystemsWMS-100%
- ParsonsPSN-100%
- Tyler TechnologiesTYL-100%
- Inspire Medical SystemsINSP-100%
- Spotify TechnologySPOT-100%
- Bellring BrandsBRBR-100%
- Gold FieldsGFI-100%
- Louisiana-PacificLPX-100%
- Bloom EnergyBE-100%
- Sila Realty Trust-100%
- Thermon Group Hldgs-100%
- ACV AuctionsACVA-100%
- InsuletPODD-100%
- Simply Good FoodsSMPL-100%
- TRI Pointe Homes-100%
- i3 VerticalsIIIV-100%
- WillScot HoldingsWSC-100%
- Amprius TechnologiesAMPX-100%
- Aehr Test SystemsAEHR-100%
- Lumentum HoldingsLITE-100%
Holdings
- Argenx SEARGX
- Share
- 0.7%
- Value
- $245m
- Shares
- 264,617
Held
- Itau Unibanco Hldg S AITUB
- Share
- 0.7%
- Value
- $231m
- Shares
- 28,283,482
-11%
- CamecoCCJ
- Share
- 0.6%
- Value
- $189m
- Shares
- 1,858,735
+10%
- Canadian Natural ResourcesCNQ
- Share
- 0.4%
- Value
- $144m
- Shares
- 3,635,082
New
- Hudbay MineralsHBM
- Share
- 0.3%
- Value
- $100m
- Shares
- 4,215,842
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Taiwan Semiconductor ManufacturingTSM | 7.1% | $2.4bn | 4,936,408 | -11% |
| NvidiaNVDA | 5.2% | $1.7bn | 8,599,021 | -4% |
| AlphabetGOOGL | 3.4% | $1.1bn | 3,191,012 | +27% |
| AppleAAPL | 2.8% | $943m | 3,259,914 | -32% |
| BroadcomAVGO | 2.3% | $777m | 2,056,135 | -7% |
| MicrosoftMSFT | 2.3% | $764m | 2,048,642 | -29% |
| Meta PlatformsMETA | 1.6% | $535m | 950,115 | -6% |
| Amazon.comAMZN | 1.4% | $474m | 1,987,085 | -37% |
| MastercardMA | 1.4% | $471m | 918,005 | -13% |
| Advanced Micro DevicesAMD | 1.3% | $444m | 763,517 | -27% |
| Applied MaterialsAMAT | 1.1% | $360m | 497,946 | +1325% |
| General ElectricGE | 0.9% | $296m | 790,801 | New |
| AstrazenecaAZN | 0.9% | $283m | 1,514,795 | -22% |
| Primo BrandsPRMB | 0.8% | $279m | 11,426,823 | -12% |
| EverpureP | 0.8% | $272m | 3,455,381 | +20% |
| AmphenolAPH | 0.8% | $271m | 1,535,059 | +42% |
| LindeLIN | 0.8% | $262m | 504,953 | -21% |
| Onto InnovationONTO | 0.8% | $252m | 665,377 | -31% |
| BorgwarnerBWA | 0.8% | $251m | 3,784,707 | +31% |
| Carlyle GroupCG | 0.7% | $249m | 5,914,905 | -6% |
| Argenx SEARGX | 0.7% | $245m | 264,617 | Held |
| Mueller IndustriesMLI | 0.7% | $244m | 1,986,139 | -6% |
| Monster BeverageMNST | 0.7% | $244m | 2,538,136 | -14% |
| F5FFIV | 0.7% | $244m | 586,271 | -10% |
| CredicorpBAP | 0.7% | $244m | 625,144 | Held |
| Curtiss WrightCW | 0.7% | $240m | 317,306 | +37% |
| Itau Unibanco Hldg S AITUB | 0.7% | $231m | 28,283,482 | -11% |
| SnowflakeSNOW | 0.7% | $229m | 901,087 | -20% |
| Twist BioscienceTWST | 0.7% | $224m | 2,174,594 | -59% |
| Teva Pharmaceutical IndustriesTEVA | 0.7% | $223m | 6,593,221 | +362% |
| UnitedHealth GroupUNH | 0.7% | $218m | 523,387 | -22% |
| CrowdStrike HoldingsCRWD | 0.6% | $215m | 281,409 | New |
| Regal RexnordRRX | 0.6% | $212m | 891,139 | +6% |
| Krystal BiotechKRYS | 0.6% | $212m | 570,153 | +40% |
| Carpenter TechnologyCRS | 0.6% | $205m | 332,607 | -5% |
| Power IntegrationsPOWI | 0.6% | $200m | 2,382,007 | Held |
| nVent ElectricNVT | 0.6% | $198m | 1,167,763 | -5% |
| Guardant HealthGH | 0.6% | $197m | 1,311,320 | +38% |
| Halozyme TherapeuticsHALO | 0.6% | $197m | 2,511,050 | Held |
| Talen EnergyTLN | 0.6% | $191m | 497,660 | -5% |
| TransUnionTRU | 0.6% | $191m | 2,648,744 | -8% |
| CamecoCCJ | 0.6% | $189m | 1,858,735 | +10% |
| Sterling InfrastructureSTRL | 0.6% | $188m | 223,697 | -31% |
| Costco WholesaleCOST | 0.6% | $186m | 199,355 | -34% |
| Alignment HealthcareALHC | 0.6% | $185m | 7,761,403 | +49% |
| C. H. Robinson WorldwideCHRW | 0.6% | $184m | 978,297 | -6% |
| Seagate Technology HoldingsSTX | 0.6% | $184m | 190,847 | New |
| Diodes INC /delDIOD | 0.6% | $184m | 1,682,686 | +281% |
| BWX TechnologiesBWXT | 0.6% | $183m | 941,233 | -4% |
| Akamai TechnologiesAKAM | 0.5% | $182m | 1,535,467 | -5% |
| Baldwin Insurance GroupBWIN | 0.5% | $179m | 6,732,965 | Held |
| Bentley SystemsBSY | 0.5% | $178m | 5,942,507 | +79% |
| Lattice SemiconductorLSCC | 0.5% | $177m | 1,160,417 | -43% |
| Madrigal PharmaceuticalsMDGL | 0.5% | $174m | 324,123 | -5% |
| Everest GroupEG | 0.5% | $171m | 479,877 | -5% |
| Agilent TechnologiesA | 0.5% | $171m | 1,287,265 | -28% |
| O'Reilly AutomotiveORLY | 0.5% | $171m | 1,855,002 | -16% |
| DynatraceDT | 0.5% | $169m | 3,857,741 | +19% |
| Mirum PharmaceuticalsMIRM | 0.5% | $164m | 1,404,741 | +318% |
| HealthequityHQY | 0.5% | $160m | 1,773,227 | +7% |
| Idexx LaboratoriesIDXX | 0.5% | $157m | 298,154 | -15% |
| ServiceNowNOW | 0.5% | $154m | 1,551,192 | -35% |
| SynapticsSYNA | 0.5% | $154m | 1,239,622 | -22% |
| Texas InstrumentsTXN | 0.5% | $151m | 506,229 | +19% |
| SharkNinjaSN | 0.5% | $150m | 986,806 | -8% |
| West Pharmaceutical ServicesWST | 0.5% | $150m | 417,309 | +950% |
| Grand Canyon EducationLOPE | 0.4% | $149m | 1,038,828 | +6% |
| LittelfuseLFUS | 0.4% | $146m | 321,681 | +6% |
| Canadian Natural ResourcesCNQ | 0.4% | $144m | 3,635,082 | New |
| RelianceRS | 0.4% | $143m | 382,494 | -5% |
| TotalEnergies SETTE | 0.4% | $141m | 1,819,275 | +113% |
| Forgent Power SolutionsFPS | 0.4% | $141m | 2,516,270 | New |
| PTC TherapeuticsPTCT | 0.4% | $141m | 1,722,688 | New |
| TimkenTKR | 0.4% | $139m | 954,839 | +18347% |
| CytokineticsCYTK | 0.4% | $137m | 1,603,442 | +47% |
| Lincoln Electric HoldingsLECO | 0.4% | $135m | 506,862 | -5% |
| Eagle MaterialsEXP | 0.4% | $130m | 576,712 | -9% |
| Clean HarborsCLH | 0.4% | $125m | 419,210 | -5% |
| NovantaNOVT | 0.4% | $124m | 765,867 | -2% |
| Birkenstock HoldingBIRK | 0.4% | $123m | 2,865,895 | +11% |
| First HorizonFHN | 0.4% | $123m | 4,808,223 | -5% |
| EtsyETSY | 0.4% | $120m | 1,598,520 | New |
| Millicom International Cellular SATIGO | 0.4% | $119m | 1,309,545 | -7% |
| Diebold NixdorfDBD | 0.4% | $117m | 1,379,553 | -3% |
| Garrett MotionGTX | 0.4% | $117m | 3,232,883 | -44% |
| Encompass HealthEHC | 0.3% | $116m | 1,151,085 | +43% |
| AppfolioAPPF | 0.3% | $116m | 721,826 | +12% |
| Marriott InternationalMAR | 0.3% | $112m | 300,872 | +256% |
| National Bank HoldingsNBHC | 0.3% | $111m | 2,497,817 | Held |
| Chipotle Mexican GrillCMG | 0.3% | $110m | 3,235,762 | -17% |
| SaiaSAIA | 0.3% | $109m | 259,020 | +52% |
| RepligenRGEN | 0.3% | $108m | 788,571 | New |
| FreshpetFRPT | 0.3% | $107m | 1,810,994 | Held |
| Jazz PharmaceuticalsJAZZ | 0.3% | $105m | 436,893 | +516% |
| Martin Marietta MaterialsMLM | 0.3% | $105m | 181,902 | -33% |
| Knight-Swift Transportation HoldingsKNX | 0.3% | $104m | 1,330,047 | +41% |
| Weatherford InternationalWFRD | 0.3% | $103m | 1,260,878 | +117% |
| Globus MedicalGMED | 0.3% | $102m | 1,284,896 | -36% |
| Nu HoldingsNU | 0.3% | $101m | 7,596,051 | -38% |
| Hudbay MineralsHBM | 0.3% | $100m | 4,215,842 | New |
Showing the largest 100 of 403.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 11.7% since 30 June 2025.
Where the money is
Technology38.4%
Industrials12.7%
Health care12.6%
Financial services9.6%
Retail & consumer7.8%
Media & telecom5.5%
Materials4.0%
Everyday goods3.2%
Energy1.9%
Utilities1.0%
Real estate0.9%
Other2.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.