William Blair Investment Management, LLC
Net seller this quarter
$33.3B
396
-$2.48B
28.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 TSM | $2.36B | 7.09% | 0.02% | -10.5% | Q3 2015 |
 NVDA | $1.72B | 5.17% | 0.04% | -3.8% | Q2 2021 |
 GOOGL | $1.14B | 3.43% | 0.03% | +27.4% | Q4 2015 |
 AAPL | $943M | 2.84% | 0.02% | -32.3% | Q3 2015 |
 AVGO | $777M | 2.34% | 0.04% | -6.6% | Q1 2016 |
 MSFT | $764M | 2.30% | 0.03% | -29.3% | Q3 2015 |
 META | $535M | 1.61% | Not reported | -6.2% | Q3 2015 |
 AMZN | $474M | 1.42% | 0.02% | -37.2% | Q3 2015 |
 MA | $471M | 1.42% | 0.07% | -13.5% | Q3 2015 |
 AMD | $444M | 1.33% | 0.05% | -26.8% | Q2 2019 |
 AMAT | $360M | 1.08% | 0.06% | +1325.2% | Q4 2023 |
 GE | $296M | 0.89% | 0.08% | New | Q2 2026 |
 AZN | $283M | 0.85% | Not reported | -22.0% | Q3 2017 |
 PRMB | $279M | 0.84% | 3.15% | -12.5% | Q4 2024 |
 P | $272M | 0.82% | 1.04% | +19.9% | Q1 2018 |
 APH | $271M | 0.81% | 0.12% | +42.5% | Q1 2026 |
 LIN | $262M | 0.79% | 0.11% | -20.7% | Q4 2018 |
 ONTO | $252M | 0.76% | 1.36% | -31.0% | Q2 2023 |
 BWA | $251M | 0.76% | 1.85% | +31.2% | Q3 2015 |
 CG | $249M | 0.75% | 1.67% | -6.1% | Q4 2022 |
 ARGX | $245M | 0.74% | 0.43% | -0.5% | Q4 2025 |
 MLI | $244M | 0.73% | 0.90% | -5.9% | Q4 2024 |
 MNST | $244M | 0.73% | 0.26% | -13.5% | Q3 2015 |
 FFIV | $244M | 0.73% | 1.03% | -9.8% | Q4 2017 |
 BAP | $244M | 0.73% | 0.66% | +0.4% | Q4 2015 |
 CW | $240M | 0.72% | 0.86% | +36.7% | Q3 2015 |
 ITUB | $231M | 0.69% | 0.50% | -10.7% | Q4 2016 |
 SNOW | $229M | 0.69% | 0.26% | -20.1% | Q3 2025 |
 TWST | $224M | 0.67% | 3.47% | -58.7% | Q1 2020 |
 TEVA | $223M | 0.67% | 0.57% | +362.5% | Q3 2015 |
 UNH | $218M | 0.65% | 0.06% | -22.3% | Q3 2015 |
 CRWD | $215M | 0.65% | 0.11% | Not reported | Q1 2022 |
 RRX | $212M | 0.64% | 1.34% | +6.4% | Q2 2021 |
 KRYS | $212M | 0.64% | 1.93% | +40.0% | Q2 2025 |
 CRS | $205M | 0.62% | 0.67% | -5.2% | Q3 2015 |
 POWI | $200M | 0.60% | 4.27% | +0.1% | Q2 2018 |
 NVT | $198M | 0.60% | 0.72% | -5.4% | Q3 2024 |
 GH | $197M | 0.59% | 0.98% | +37.9% | Q1 2026 |
 HALO | $197M | 0.59% | 2.20% | -0.6% | Q1 2019 |
 TLN | $191M | 0.58% | 1.04% | -5.3% | Q4 2024 |
 TRU | $191M | 0.57% | 1.38% | -8.4% | Q1 2017 |
 CCJ | $189M | 0.57% | 0.43% | +10.5% | Q3 2018 |
 STRL | $188M | 0.56% | 0.73% | -30.8% | Q3 2025 |
 COST | $186M | 0.56% | 0.05% | -34.1% | Q3 2015 |
 ALHC | $185M | 0.56% | 3.75% | +48.8% | Q1 2023 |
 CHRW | $184M | 0.55% | 0.84% | -6.1% | Q4 2025 |
 STX | $184M | 0.55% | 0.09% | New | Q2 2026 |
 DIOD | $184M | 0.55% | 3.67% | +281.1% | Q3 2023 |
 BWXT | $183M | 0.55% | 1.03% | -4.1% | Q3 2016 |
 AKAM | $182M | 0.55% | 1.07% | -5.2% | Q3 2015 |
| Q1 2026 | |||||
| TSM | $1.87B | 6.16% | 0.02% | -7.8% | Q3 2015 |
| NVDA | $1.56B | 5.15% | 0.04% | -15.9% | Q2 2021 |
| AAPL | $1.22B | 4.04% | 0.03% | -11.6% | Q3 2015 |
| MSFT | $1.07B | 3.54% | 0.04% | -17.0% | Q3 2015 |
| GOOGL | $720M | 2.38% | 0.02% | -20.6% | Q4 2015 |
| AVGO | $681M | 2.25% | 0.05% | -13.2% | Q1 2016 |
| AMZN | $659M | 2.18% | 0.03% | -27.9% | Q3 2015 |
| META | $580M | 1.92% | Not reported | -14.6% | Q3 2015 |
| MA | $530M | 1.75% | 0.09% | -2.2% | Q3 2015 |
| AZN | $377M | 1.25% | Not reported | +8154.1% | Q3 2017 |
| LIN | $315M | 1.04% | 0.14% | -1.1% | Q4 2018 |
| CG | $305M | 1.01% | 1.75% | -11.7% | Q4 2022 |
| COST | $301M | 1.00% | 0.07% | -7.9% | Q3 2015 |
| ITUB | $266M | 0.88% | 0.56% | -13.3% | Q4 2016 |
| TWST | $250M | 0.83% | 8.48% | -11.5% | Q1 2020 |
 NOW | $248M | 0.82% | 0.23% | +10.4% | Q3 2015 |
| PRMB | $246M | 0.81% | 3.60% | +3.4% | Q4 2024 |
| MLI | $234M | 0.77% | 1.91% | +18.5% | Q4 2024 |
 INTU | $231M | 0.76% | 0.19% | +20.7% | Q2 2017 |
| MNST | $213M | 0.70% | 0.30% | -22.0% | Q3 2015 |
| AMD | $212M | 0.70% | 0.06% | -22.2% | Q2 2019 |
| BAP | $211M | 0.70% | 0.66% | -18.9% | Q4 2015 |
 A | $205M | 0.68% | 0.64% | -13.0% | Q2 2018 |
 ORLY | $204M | 0.67% | 0.27% | -25.9% | Q3 2015 |
| BWXT | $201M | 0.66% | 1.07% | -11.4% | Q3 2016 |
| TRU | $200M | 0.66% | 1.50% | -27.1% | Q1 2017 |
| ONTO | $198M | 0.65% | 1.94% | -44.2% | Q2 2023 |
 IDXX | $198M | 0.65% | 0.44% | -20.3% | Q3 2015 |
 NXT | $196M | 0.65% | 1.19% | +19.1% | Q3 2025 |
| ARGX | $194M | 0.64% | 0.43% | +19.0% | Q4 2025 |
 CAVA | $194M | 0.64% | 2.06% | -1.0% | Q3 2025 |
 LSCC | $190M | 0.63% | 1.49% | -3.8% | Q3 2023 |
| FFIV | $188M | 0.62% | 1.15% | +18.1% | Q4 2017 |
| AKAM | $186M | 0.61% | 1.11% | Not reported | Q3 2015 |
| CCJ | $183M | 0.60% | 0.39% | -15.1% | Q3 2018 |
| UNH | $182M | 0.60% | 0.07% | -11.7% | Q3 2015 |
 MDGL | $178M | 0.59% | 1.48% | -3.9% | Q4 2024 |
 NU | $176M | 0.58% | Not reported | -34.4% | Q4 2023 |
 GMED | $173M | 0.57% | 1.49% | -20.2% | Q2 2018 |
| CHRW | $173M | 0.57% | 0.88% | +138.1% | Q4 2025 |
| P | $170M | 0.56% | 0.87% | -23.0% | Q1 2018 |
| SNOW | $170M | 0.56% | 0.33% | -16.3% | Q3 2025 |
| TLN | $168M | 0.55% | 1.16% | -7.8% | Q4 2024 |
 LOPE | $167M | 0.55% | 3.67% | +116.2% | Q4 2016 |
 EG | $165M | 0.55% | 0.68% | -13.4% | Q3 2023 |
| HALO | $163M | 0.54% | 2.13% | +37.1% | Q1 2019 |
 MLM | $160M | 0.53% | 0.45% | +0.8% | Q1 2016 |
 COHR | $159M | 0.53% | 0.36% | -23.5% | Q3 2017 |
| CW | $158M | 0.52% | 0.63% | -16.5% | Q3 2015 |
| RRX | $157M | 0.52% | 1.26% | +10.3% | Q2 2021 |
| Q4 2025 | |||||
| NVDA | $1.98B | 5.53% | 0.04% | -8.1% | Q2 2021 |
| TSM | $1.82B | 5.07% | 0.02% | -6.8% | Q3 2015 |
| MSFT | $1.69B | 4.71% | 0.05% | -9.0% | Q3 2015 |
| AAPL | $1.48B | 4.13% | 0.04% | -3.1% | Q3 2015 |
| AMZN | $1.01B | 2.82% | 0.04% | -0.8% | Q3 2015 |
| GOOGL | $988M | 2.75% | 0.03% | +26.9% | Q4 2015 |
| AVGO | $878M | 2.45% | 0.05% | -9.8% | Q1 2016 |
| META | $783M | 2.19% | Not reported | +0.1% | Q3 2015 |
| MA | $619M | 1.73% | 0.09% | -1.9% | Q3 2015 |
| CG | $422M | 1.18% | 2.00% | -18.5% | Q4 2022 |
| TRU | $340M | 0.95% | 2.06% | -15.3% | Q1 2017 |
 MELI | $334M | 0.93% | 0.33% | -28.0% | Q3 2015 |
| NOW | $329M | 0.92% | 0.21% | +14.9% | Q3 2015 |
| NU | $313M | 0.87% | Not reported | -3.9% | Q4 2023 |
 SE | $302M | 0.84% | 1.34% | -31.6% | Q2 2019 |
| IDXX | $299M | 0.83% | 0.55% | -3.9% | Q3 2015 |
| SNOW | $295M | 0.82% | 0.39% | +159.9% | Q3 2025 |
| INTU | $293M | 0.82% | 0.16% | -9.2% | Q2 2017 |
| MNST | $288M | 0.80% | 0.38% | +25.4% | Q3 2015 |
| AMD | $287M | 0.80% | 0.08% | +27.9% | Q2 2019 |
| COST | $283M | 0.79% | 0.07% | +1.8% | Q3 2015 |
| A | $281M | 0.78% | 0.73% | -3.8% | Q2 2018 |
| LIN | $274M | 0.77% | 0.14% | +19.7% | Q4 2018 |
| ONTO | $273M | 0.76% | 3.52% | -12.9% | Q2 2023 |
| ORLY | $272M | 0.76% | 0.35% | +2.3% | Q3 2015 |
| ITUB | $262M | 0.73% | 0.65% | +20.4% | Q4 2016 |
 CIEN | $257M | 0.72% | 0.78% | -55.0% | Q2 2018 |
| UNH | $252M | 0.70% | 0.08% | -0.8% | Q3 2015 |
| P | $251M | 0.70% | 1.13% | -19.8% | Q1 2018 |
 ORCL | $245M | 0.68% | 0.04% | +13.5% | Q2 2025 |
 DOCS | $242M | 0.67% | 2.95% | -6.4% | Q1 2024 |
 TYL | $225M | 0.63% | 1.03% | +7.9% | Q3 2015 |
| BAP | $220M | 0.61% | 0.81% | -6.4% | Q4 2015 |
| GMED | $220M | 0.61% | 1.88% | -10.6% | Q2 2018 |
| TLN | $213M | 0.60% | 1.25% | -16.2% | Q4 2024 |
 INSM | $213M | 0.59% | 0.57% | -21.5% | Q1 2020 |
| PRMB | $206M | 0.58% | 3.47% | +6.7% | Q4 2024 |
| MDGL | $206M | 0.58% | 1.55% | -14.0% | Q4 2024 |
| MLI | $204M | 0.57% | 0.80% | -10.8% | Q4 2024 |
| EG | $198M | 0.55% | 0.79% | -10.3% | Q3 2023 |
 VEEV | $197M | 0.55% | 0.54% | +17.7% | Q2 2016 |
 QTWO | $194M | 0.54% | 4.30% | +25.9% | Q4 2015 |
| BWXT | $191M | 0.53% | 1.21% | -11.8% | Q3 2016 |
| TWST | $189M | 0.53% | 9.72% | +43.8% | Q1 2020 |
| ARGX | $188M | 0.52% | 0.36% | New | Q4 2025 |
 BWIN | $181M | 0.51% | 22.20% | +47.8% | Q4 2023 |
| CCJ | $181M | 0.51% | 0.45% | -24.9% | Q3 2018 |
 BCO | $180M | 0.50% | 3.76% | -12.7% | Q4 2018 |
 CPRT | $180M | 0.50% | 0.47% | -1.4% | Q2 2016 |
 WAY | $173M | 0.48% | 2.76% | +0.4% | Q1 2025 |
| Q3 2025 | |||||
| NVDA | $2.16B | 5.58% | 0.05% | -5.7% | Q2 2021 |
| MSFT | $1.99B | 5.14% | 0.05% | -3.6% | Q3 2015 |
| TSM | $1.79B | 4.64% | 0.02% | -3.0% | Q3 2015 |
| AAPL | $1.43B | 3.70% | 0.04% | +7.0% | Q3 2015 |
| AMZN | $971M | 2.51% | 0.04% | -18.1% | Q3 2015 |
| AVGO | $927M | 2.40% | 0.06% | -5.0% | Q1 2016 |
| META | $871M | 2.25% | Not reported | -17.0% | Q3 2015 |
| MA | $629M | 1.63% | 0.09% | -9.4% | Q3 2015 |
| SE | $619M | 1.60% | 1.96% | -3.5% | Q2 2019 |
| GOOGL | $604M | 1.56% | 0.02% | +592.0% | Q4 2015 |
| CG | $549M | 1.42% | 2.43% | -12.1% | Q4 2022 |
| MELI | $537M | 1.39% | 0.45% | -3.7% | Q3 2015 |
| DOCS | $426M | 1.10% | 3.10% | +11.7% | Q1 2024 |
| TRU | $392M | 1.01% | 2.41% | -1.3% | Q1 2017 |
| P | $391M | 1.01% | 1.42% | -5.3% | Q1 2018 |
| CIEN | $356M | 0.92% | 1.73% | -9.9% | Q2 2018 |
| NOW | $344M | 0.89% | 0.18% | +6.7% | Q3 2015 |
| INTU | $333M | 0.86% | 0.17% | -5.8% | Q2 2017 |
| ORLY | $314M | 0.81% | 0.34% | -17.7% | Q3 2015 |
| ORCL | $311M | 0.81% | 0.04% | +28.6% | Q2 2025 |
| NU | $311M | 0.81% | Not reported | +182.9% | Q4 2023 |
| COST | $299M | 0.77% | 0.07% | -14.3% | Q3 2015 |
| IDXX | $293M | 0.76% | 0.57% | -33.0% | Q3 2015 |
| TLN | $289M | 0.75% | 1.49% | -38.3% | Q4 2024 |
| A | $275M | 0.71% | 0.76% | -3.2% | Q2 2018 |
| UNH | $265M | 0.69% | 0.08% | +12.3% | Q3 2015 |
| PRMB | $262M | 0.68% | 3.19% | +11.6% | Q4 2024 |
 UBER | $259M | 0.67% | 0.13% | -3.9% | Q4 2023 |
| ONTO | $256M | 0.66% | 4.04% | +80.4% | Q2 2023 |
| LIN | $255M | 0.66% | 0.12% | -11.0% | Q4 2018 |
 LRCX | $247M | 0.64% | 0.15% | -3.4% | Q2 2017 |
| TYL | $240M | 0.62% | 0.95% | +28.1% | Q3 2015 |
| NVT | $237M | 0.61% | 1.49% | -22.9% | Q3 2024 |
| BWXT | $231M | 0.60% | 1.37% | -17.3% | Q3 2016 |
 LYV | $229M | 0.59% | 0.60% | -13.8% | Q2 2017 |
| EG | $228M | 0.59% | 0.88% | -5.0% | Q3 2023 |
 LRN | $225M | 0.58% | 3.45% | +37.2% | Q1 2024 |
| INSM | $224M | 0.58% | 0.73% | -6.6% | Q1 2020 |
| VEEV | $223M | 0.58% | 0.46% | +21.4% | Q2 2016 |
| CCJ | $221M | 0.57% | 0.61% | -31.8% | Q3 2018 |
| BAP | $218M | 0.56% | 0.87% | +71.7% | Q4 2015 |
| ITUB | $216M | 0.56% | 0.54% | +0.7% | Q4 2016 |
 RY | $211M | 0.55% | 0.10% | +5.9% | Q1 2017 |
| CPRT | $209M | 0.54% | 0.48% | +7.8% | Q2 2016 |
 WAL | $208M | 0.54% | 2.17% | +3.5% | Q3 2015 |
| BCO | $207M | 0.53% | 4.25% | -9.8% | Q4 2018 |
| MNST | $202M | 0.52% | 0.31% | -4.6% | Q3 2015 |
| MLI | $202M | 0.52% | 1.80% | -14.0% | Q4 2024 |
| WAY | $200M | 0.52% | 3.01% | +0.5% | Q1 2025 |
 SPOT | $197M | 0.51% | 0.14% | -24.1% | Q4 2024 |