WB
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC · Investor
1Y performance ⓘ
+19%
AUM (13F)
$30.2B
# of Holdings
412
3Y performance ⓘ
+70%
vs S&P 500 ⓘ
−9%
Updated
Mar 31
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC's WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC holds 412 U.S.-equity positions worth $30.2B (SEC 13F, Q1 2026). Top positions: Taiwan Semiconductor Manufac 6.2%, NVIDIA CORP 5.2%, Apple Inc. 4.0%. 13F-replication return is +70% over 3 years (-9 pts vs the S&P 500) — a replicated, non-audited figure.
Holdings
| Stock | % of portfolio | Shares | Value | Latest activity | Avg buy price | Current price | Date |
|---|---|---|---|---|---|---|---|
| TSM Taiwan Semiconductor Manufac | 6.2% | 5.5M | $1.9B | ▼ 7.8% (−467K) | $92.99 | $456.19 (+391%) | 2026-03-31 |
| NVDA NVIDIA CORP | 5.2% | 8.9M | $1.6B | ▼ 16% (−1.7M) | $55.19 | $230.82 (+318%) | 2026-03-31 |
| AAPL Apple Inc. | 4.0% | 4.8M | $1.2B | ▼ 12% (−632K) | $219.97 | $332.30 (+51%) | 2026-03-31 |
| MSFT MICROSOFT CORP | 3.5% | 2.9M | $1.1B | ▼ 17% (−594K) | $313.65 | $519.35 (+66%) | 2026-03-31 |
| GOOGL Alphabet Inc. Class A Common Stock | 2.4% | 2.5M | $720M | ▼ 21% (−650K) | $243.46 | $344.90 (+42%) | 2026-03-31 |
| AVGO Broadcom Inc. Common Stock | 2.2% | 2.2M | $681M | ▼ 13% (−335K) | $176.19 | $352.10 (+100%) | 2026-03-31 |
| AMZN Amazon.Com Inc | 2.2% | 3.2M | $659M | ▼ 28% (−1.2M) | $121.92 | $249.66 (+105%) | 2026-03-31 |
| META Meta Platforms, Inc. Class A Common Stock | 1.9% | 1.0M | $580M | ▼ 15% (−174K) | $540.44 | $732.25 (+35%) | 2026-03-31 |
| MA Mastercard Incorporated | 1.8% | 1.1M | $530M | ▼ 2.2% (−24K) | $379.87 | $554.07 (+46%) | 2026-03-31 |
| AZN AstraZeneca PLC | 1.2% | 1.9M | $377M | NEW (+1.9M) | $197.22 | $160.71 (−19%) | 2026-03-31 |
| LIN Linde plc Ordinary Share | 1.0% | 636K | $315M | ▼ 1.1% (−7K) | $377.65 | $466.11 (+23%) | 2026-03-31 |
| CG The Carlyle Group Inc. Common Stock | 1.0% | 6.3M | $305M | ▼ 12% (−831K) | $35.89 | $40.13 (+12%) | 2026-03-31 |
| COST Costco Wholesale Corp | 1.0% | 302K | $301M | ▼ 7.9% (−26K) | $569.57 | $905.49 (+59%) | 2026-03-31 |
| ITUB Itau Unibanco Hldg S A | 0.9% | 31.7M | $266M | ▼ 13% (−4.9M) | $6.12 | $8.53 (+39%) | 2026-03-31 |
| TWST Twist Bioscience Corporation Common Stock | 0.8% | 5.3M | $250M | ▼ 11% (−685K) | $26.82 | $194.97 (+627%) | 2026-03-31 |
| NOW SERVICENOW, INC. | 0.8% | 2.4M | $248M | ▲ 10% (+223K) | $129.76 | $139.31 (+7%) | 2026-03-31 |
| PRMB Primo Brands Corporation | 0.8% | 13.1M | $246M | ▲ 3.4% (+429K) | $28.76 | $19.02 (−34%) | 2026-03-31 |
| MLI Mueller Industries, Inc. | 0.8% | 2.1M | $234M | ▲ 19% (+330K) | $42.14 | $60.43 (+43%) | 2026-03-31 |
| INTU Intuit Inc | 0.8% | 534K | $231M | ▲ 21% (+91K) | $490.92 | $289.77 (−41%) | 2026-03-31 |
| MNST Monster Beverage Corporation | 0.7% | 2.9M | $213M | ▼ 22% (−826K) | $30.76 | $41.65 (+35%) | 2026-03-31 |
| AMD Advanced Micro Devices | 0.7% | 1.0M | $212M | ▼ 22% (−297K) | $163.62 | $616.58 (+277%) | 2026-03-31 |
| BAP Credicorp LTD | 0.7% | 623K | $211M | ▼ 19% (−145K) | $211.17 | $375.06 (+78%) | 2026-03-31 |
| A Agilent Technologies Inc. | 0.7% | 1.8M | $205M | ▼ 13% (−267K) | $136.43 | $171.87 (+26%) | 2026-03-31 |
| ORLY O'Reilly Automotive, Inc. | 0.7% | 2.2M | $204M | ▼ 26% (−771K) | $65.91 | $85.07 (+29%) | 2026-03-31 |
| BWXT BWX Technologies, Inc. | 0.7% | 982K | $201M | ▼ 11% (−126K) | $131.06 | $136.90 (+4%) | 2026-03-31 |
| TRU TransUnion | 0.7% | 2.9M | $200M | ▼ 27% (−1.1M) | $95.35 | $63.05 (−34%) | 2026-03-31 |
| ONTO Onto Innovation Inc. | 0.7% | 964K | $198M | ▼ 44% (−762K) | $114.90 | $314.08 (+173%) | 2026-03-31 |
| IDXX Idexx Laboratories Inc | 0.7% | 352K | $198M | ▼ 20% (−90K) | $430.85 | $523.76 (+22%) | 2026-03-31 |
| NXT Nextpower Inc. Class A Common Stock | 0.7% | 1.6M | $196M | ▲ 19% (+260K) | $81.44 | $78.18 (−4%) | 2026-03-31 |
| ARGX Argenx Se | 0.6% | 266K | $194M | ▲ 19% (+42K) | $823.27 | $966.82 (+17%) | 2026-03-31 |
| CAVA CAVA Group, Inc. | 0.6% | 2.4M | $194M | ▼ 1.0% (−25K) | $60.03 | $53.91 (−10%) | 2026-03-31 |
| LSCC Lattice Semiconductor Corp | 0.6% | 2.0M | $190M | ▼ 3.8% (−82K) | $74.81 | $127.74 (+71%) | 2026-03-31 |
| FFIV F5, Inc. Common Stock | 0.6% | 650K | $188M | ▲ 18% (+100K) | $260.04 | $444.77 (+71%) | 2026-03-31 |
| AKAM Akamai Technologies Inc | 0.6% | 1.6M | $186M | NEW (+1.6M) | $114.85 | $105.95 (−8%) | 2026-03-31 |
| CCJ Cameco Corporation | 0.6% | 1.7M | $183M | ▼ 15% (−299K) | $37.62 | $86.66 (+130%) | 2026-03-31 |
| UNH UNITEDHEALTH GROUP INCORPORATED (Delaware) | 0.6% | 673K | $182M | ▼ 12% (−89K) | $454.30 | $369.91 (−19%) | 2026-03-31 |
| MDGL Madrigal Pharmaceuticals, Inc. Common Stock | 0.6% | 341K | $178M | ▼ 3.9% (−14K) | $330.99 | $505.58 (+53%) | 2026-03-31 |
| NU Nu Holdings Ltd. | 0.6% | 12.3M | $176M | ▼ 34% (−6.4M) | $14.01 | $13.22 (−6%) | 2026-03-31 |
| GMED GLOBUS MEDICAL INC | 0.6% | 2.0M | $173M | ▼ 20% (−510K) | $63.13 | $75.13 (+19%) | 2026-03-31 |
| CHRW C.H. Robinson Worldwide, Inc. | 0.6% | 1.0M | $173M | ▲ 138% (+604K) | $163.84 | $148.40 (−9%) | 2026-03-31 |
| P Everpure, Inc. | 0.6% | 2.9M | $170M | ▼ 23% (−861K) | $25.51 | $131.91 (+417%) | 2026-03-31 |
| SNOW Snowflake Inc. | 0.6% | 1.1M | $170M | ▼ 16% (−219K) | $221.74 | $338.48 (+53%) | 2026-03-31 |
| TLN Talen Energy Corporation Common Stock | 0.6% | 525K | $168M | ▼ 7.8% (−44K) | $201.47 | $327.66 (+63%) | 2026-03-31 |
| LOPE Grand Canyon Education, Inc | 0.6% | 980K | $167M | ▲ 116% (+527K) | $163.55 | $153.84 (−6%) | 2026-03-31 |
| EG Everest Group, Ltd. | 0.6% | 506K | $165M | ▼ 13% (−78K) | $368.97 | $366.02 (−1%) | 2026-03-31 |
| HALO Halozyme Therapeutics, Inc. | 0.5% | 2.5M | $163M | ▲ 37% (+683K) | $66.58 | $110.18 (+65%) | 2026-03-31 |
| MLM Martin Marietta Materials | 0.5% | 272K | $160M | ▲ 0.8% (+2K) | $458.19 | $475.94 (+4%) | 2026-03-31 |
| COHR Coherent Corp. | 0.5% | 668K | $159M | ▼ 23% (−205K) | $102.04 | $289.90 (+184%) | 2026-03-31 |
| CW Curtiss-Wright Corp. | 0.5% | 232K | $158M | ▼ 16% (−46K) | $346.23 | $538.63 (+56%) | 2026-03-31 |
| RRX Regal Rexnord Corporation | 0.5% | 837K | $157M | ▲ 10% (+78K) | $152.73 | $154.37 (+1%) | 2026-03-31 |
Showing top 50 of 412 holdings by value.
FAQ ▾
What are WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC's largest holdings?
As of the latest 13F: Taiwan Semiconductor Manufac 6.2%, NVIDIA CORP 5.2%, Apple Inc. 4.0%, MICROSOFT CORP 3.5%, Alphabet Inc. Class A Common Stock 2.4%.
How big is WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC's 13F portfolio?
$30.2B across 412 disclosed U.S.-equity positions.
What is WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC's 3-year performance?
+70% (13F-replication, price return), -9 pts vs the S&P 500. Not an audited fund return.
Where does this data come from?
U.S. SEC Form 13F-HR institutional holdings filings.
Sourced from SEC Form 13F-HR filings · Not investment advice ▾
Data as of 2026-03-31 · Methodology
13F-replication (price return, filing-date based) — not an audited fund return.
Published by WealthFile · Not investment advice.
Latest activity = change vs. the prior 13F. Avg buy price = est. entry over the trailing 3 years (gain = vs. latest price). Returns are 13F-replication, not audited fund returns. Sourced from SEC 13F filings.