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William Blair Investment Management, LLC Top Holdings and 13F Report (2025)

About William Blair Investment Management, LLC

Investment Activity

  • William Blair Investment Management, LLC has $35.62 billion in total holdings as of March 31, 2025.
  • William Blair Investment Management, LLC owns shares of 423 different stocks, but just 117 companies or ETFs make up 80% of its holdings.
  • Approximately 9.59% of the portfolio was purchased this quarter.
  • About 14.85% of the portfolio was sold this quarter.
  • This quarter, William Blair Investment Management, LLC has purchased 433 new stocks and bought additional shares in 114 stocks.
  • William Blair Investment Management, LLC sold shares of 269 stocks and completely divested from 46 stocks this quarter.

Largest Holdings

Microsoft
$1,549,310,689
NVIDIA
$1,321,979,995
Amazon.com
$1,164,035,604
Apple
$1,163,827,478

Largest New Holdings this Quarter

946784105 - WAYSTAR HLDG CORP
$157,936,598 Holding
70438V106 - Paylocity
$128,703,517 Holding
171779309 - Ciena
$121,200,281 Holding
049468101 - Atlassian
$107,279,795 Holding
03783C100 - AppFolio
$92,928,421 Holding

Largest Purchases this Quarter

Broadcom
2,431,202 shares (about $407.06M)
SEA
1,444,853 shares (about $188.54M)
Tyler Technologies
297,728 shares (about $173.10M)
WAYSTAR HLDG CORP
4,227,425 shares (about $157.94M)
Paylocity
687,005 shares (about $128.70M)

Largest Sales this Quarter

Advanced Micro Devices
2,062,244 shares (about $211.87M)
Accenture
627,404 shares (about $195.78M)
LINDE PLC
294,590 shares (about $137.17M)
Amazon.com
716,366 shares (about $136.30M)
Shopify
1,348,335 shares (about $128.74M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofWilliam Blair Investment Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Microsoft Co. stock logo
MSFT
Microsoft
$1,549,310,689$114,100,163 -6.9%4,127,2034.3%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$1,321,979,995$117,241,906 -8.1%12,197,6383.7%Computer and Technology
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$1,222,048,689$59,819,718 -4.7%7,361,6833.4%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,164,035,604$136,295,795 -10.5%6,118,1313.3%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$1,163,827,478$29,967,114 2.6%5,239,3983.3%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$906,170,483$52,773,827 -5.5%1,572,2302.5%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$666,137,921$121,183,853 -15.4%1,215,3141.9%Business Services
The Carlyle Group Inc. stock logo
CG
The Carlyle Group
$530,554,729$47,010,202 -8.1%12,171,4781.5%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$515,486,330$407,056,151 375.4%3,078,8171.4%Computer and Technology
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$498,577,993$5,675,081 -1.1%255,5671.4%Retail/Wholesale
Sea Limited stock logo
SE
SEA
$479,942,216$188,538,303 64.7%3,678,0111.3%Computer and Technology
PRIMO BRANDS CORPORATION
$404,657,406$8,522,640 2.2%11,402,0121.1%CLASS A COM SHS
Copart, Inc. stock logo
CPRT
Copart
$385,023,250$7,487,366 2.0%6,803,7331.1%Business Services
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$370,800,412$33,777,371 10.0%258,8341.0%Retail/Wholesale
Intuit Inc. stock logo
INTU
Intuit
$353,421,854$4,891,044 -1.4%575,6151.0%Computer and Technology
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$341,545,742$28,951,789 9.3%6,802,3451.0%Retail/Wholesale
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$334,407,947$15,505,117 4.9%353,5790.9%Retail/Wholesale
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$327,354,744$19,773,657 -5.7%625,0210.9%Medical
LINDE PLC
$321,670,631$137,172,888 -29.9%690,8140.9%SHS
Stride, Inc. stock logo
LRN
Stride
$293,428,515$18,649,389 -6.0%2,319,5930.8%Consumer Discretionary
ServiceNow, Inc. stock logo
NOW
ServiceNow
$292,065,551$29,715,129 -9.2%366,8520.8%Computer and Technology
Salesforce, Inc. stock logo
CRM
Salesforce
$290,815,828$25,276,292 -8.0%1,083,6780.8%Computer and Technology
Yum China Holdings, Inc. stock logo
YUMC
Yum China
$282,321,484$18,724,420 7.1%5,423,0020.8%Retail/Wholesale
Bright Horizons Family Solutions Inc. stock logo
BFAM
Bright Horizons Family Solutions
$280,897,763$20,229,723 -6.7%2,211,0970.8%Business Services
TransUnion stock logo
TRU
TransUnion
$277,542,627$2,195,251 -0.8%3,344,2900.8%Business Services
Chemed Co. stock logo
CHE
Chemed
$271,694,546$19,673,626 -6.8%441,5500.8%Medical
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$267,554,764$90,280,011 50.9%637,1110.8%Medical
Doximity, Inc. stock logo
DOCS
Doximity
$266,036,620$95,254,272 -26.4%4,584,4670.7%Medical
Ferrari stock logo
RACE
Ferrari
$258,070,687$3,628,850 1.4%603,1380.7%Auto/Tires/Trucks
Everest Group, Ltd. stock logo
EG
Everest Group
$255,180,030$21,626,849 9.3%702,3370.7%Finance
The Baldwin Insurance Group, Inc. stock logo
BRP
The Baldwin Insurance Group
$248,586,784$29,266,632 13.3%5,562,4700.7%Finance
Casella Waste Systems, Inc. stock logo
CWST
Casella Waste Systems
$247,135,710$47,306,222 -16.1%2,216,2650.7%Business Services
LAM RESEARCH CORP
$241,646,076$6,284,188 -2.5%3,323,8800.7%COM NEW
Dynatrace, Inc. stock logo
DT
Dynatrace
$238,676,836$9,410,574 4.1%5,062,0750.7%Computer and Technology
Clearwater Analytics Holdings, Inc. stock logo
CWAN
Clearwater Analytics
$236,902,888$15,320,113 -6.1%8,839,6600.7%Computer and Technology
Spotify Technology S.A. stock logo
SPOT
Spotify Technology
$236,731,812$93,033,724 64.7%430,3980.7%Business Services
Mercury Systems, Inc. stock logo
MRCY
Mercury Systems
$231,488,012$45,692,765 -16.5%5,372,1980.6%Aerospace
Live Nation Entertainment, Inc. stock logo
LYV
Live Nation Entertainment
$231,198,811$5,144,330 -2.2%1,770,5530.6%Consumer Discretionary
TALEN ENERGY CORP
$222,231,312$15,608,803 -6.6%1,112,9930.6%COM
Confluent, Inc. stock logo
CFLT
Confluent
$217,589,418$35,555,105 -14.0%9,282,8250.6%Computer and Technology
Agilent Technologies, Inc. stock logo
A
Agilent Technologies
$216,458,343$22,234,267 11.4%1,850,3880.6%Medical
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$212,365,042$58,861,481 -21.7%2,914,7000.6%Computer and Technology
Manhattan Associates, Inc. stock logo
MANH
Manhattan Associates
$207,649,903$89,634,374 76.0%1,200,0110.6%Computer and Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$203,010,067$12,615,586 -5.9%1,189,6980.6%Computer and Technology
SharkNinja, Inc. stock logo
SN
SharkNinja
$191,645,151$44,183,278 -18.7%2,297,6280.5%Retail/Wholesale
The Brink's Company stock logo
BCO
Brink's
$191,238,828$8,968,394 -4.5%2,219,5780.5%Business Services
Royal Bank of Canada stock logo
RY
Royal Bank of Canada
$188,619,994$122,727,066 186.3%1,674,1950.5%Finance
ExlService Holdings, Inc. stock logo
EXLS
ExlService
$185,534,309$57,693,500 -23.7%3,929,9790.5%Business Services
Brookfield Asset Management Ltd. stock logo
BAM
Brookfield Asset Management
$181,935,467$607,175 -0.3%3,755,1180.5%Finance
FLUTTER ENTMT PLC
$179,623,878$61,363,147 51.9%810,7600.5%SHS
Tyler Technologies, Inc. stock logo
TYL
Tyler Technologies
$179,393,117$173,096,082 2,748.9%308,5590.5%Computer and Technology
Mueller Industries, Inc. stock logo
MLI
Mueller Industries
$179,383,632$13,821,466 -7.2%2,355,9710.5%Industrials
Encompass Health Co. stock logo
EHC
Encompass Health
$178,604,039$10,001,501 -5.3%1,763,4680.5%Medical
Planet Fitness, Inc. stock logo
PLNT
Planet Fitness
$178,118,601$17,344,683 -8.9%1,843,6870.5%Consumer Discretionary
Datadog, Inc. stock logo
DDOG
Datadog
$177,164,158$56,935,329 47.4%1,785,7490.5%Computer and Technology
Insmed Incorporated stock logo
INSM
Insmed
$176,475,325$9,172,042 -4.9%2,313,2170.5%Medical
Western Alliance Bancorporation stock logo
WAL
Western Alliance Bancorporation
$176,142,917$20,969,519 -10.6%2,292,6320.5%Finance
Cognex Co. stock logo
CGNX
Cognex
$166,983,895$7,226,795 -4.1%5,597,8510.5%Computer and Technology
Globus Medical, Inc. stock logo
GMED
Globus Medical
$166,441,208$76,211,741 84.5%2,273,7870.5%Medical
Insulet Co. stock logo
PODD
Insulet
$165,060,102$12,545,405 -7.1%628,5370.5%Medical
Pool Co. stock logo
POOL
Pool
$163,930,194$12,264,115 -7.0%514,9370.5%Consumer Discretionary
FTAI Aviation Ltd. stock logo
FTAI
FTAI Aviation
$158,215,307$23,804,388 17.7%1,424,9780.4%Aerospace
WAYSTAR HLDG CORP
$157,936,598$157,936,598 New Holding4,227,4250.4%COM
Q2 Holdings, Inc. stock logo
QTWO
Q2
$157,394,632$3,694,942 -2.3%1,967,1870.4%Computer and Technology
ACV Auctions Inc. stock logo
ACVA
ACV Auctions
$156,073,648$14,410,928 -8.5%11,076,9090.4%Retail/Wholesale
Curtiss-Wright Co. stock logo
CW
Curtiss-Wright
$153,943,211$35,369,894 29.8%485,2120.4%Aerospace
Chart Industries, Inc. stock logo
GTLS
Chart Industries
$150,487,505$7,279,642 -4.6%1,042,4460.4%Industrials
Twist Bioscience Co. stock logo
TWST
Twist Bioscience
$149,457,598$33,651,473 29.1%3,806,8670.4%Medical
WillScot Mobile Mini Holdings Corp. stock logo
WSC
WillScot Mobile Mini
$146,844,076$7,598,296 -4.9%5,282,1610.4%Finance
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$145,531,044$38,916,851 -21.1%628,2910.4%Medical
e.l.f. Beauty, Inc. stock logo
ELF
e.l.f. Beauty
$143,012,953$1,739,911 -1.2%2,277,6390.4%Consumer Staples
Martin Marietta Materials, Inc. stock logo
MLM
Martin Marietta Materials
$139,973,514$69,544,009 -33.2%292,7520.4%Construction
Cameco Co. stock logo
CCJ
Cameco
$138,405,587$28,718,440 -17.2%3,362,6240.4%Basic Materials
Acadia Healthcare Company, Inc. stock logo
ACHC
Acadia Healthcare
$133,364,188$23,361,924 21.2%4,398,5550.4%Medical
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
$129,436,373$62,191,986 -32.5%945,2050.4%Finance
Monster Beverage Co. stock logo
MNST
Monster Beverage
$128,720,299$85,044,658 -39.8%2,199,5950.4%Consumer Staples
Paylocity Holding Co. stock logo
PCTY
Paylocity
$128,703,517$128,703,517 New Holding687,0050.4%Computer and Technology
Blueprint Medicines Co. stock logo
BPMC
Blueprint Medicines
$126,539,915$45,585,040 -26.5%1,429,6680.4%Medical
Lancaster Colony Co. stock logo
LANC
Lancaster Colony
$126,053,375$20,661,025 -14.1%720,3050.4%Consumer Staples
nVent Electric plc stock logo
NVT
nVent Electric
$126,042,422$9,799,028 -7.2%2,404,4720.4%Computer and Technology
Old National Bancorp stock logo
ONB
Old National Bancorp
$124,865,741$8,458,688 7.3%5,892,6730.4%Finance
The AZEK Company Inc. stock logo
AZEK
AZEK
$123,110,153$43,474,161 -26.1%2,518,1050.3%Construction
Ciena Co. stock logo
CIEN
Ciena
$121,200,281$121,200,281 New Holding2,005,6310.3%Computer and Technology
Amicus Therapeutics, Inc. stock logo
FOLD
Amicus Therapeutics
$120,593,792$6,683,424 -5.3%14,778,6510.3%Medical
New Fortress Energy Inc. stock logo
NFE
New Fortress Energy
$120,566,682$8,795,545 -6.8%14,508,6260.3%Energy
Novanta Inc. stock logo
NOVT
Novanta
$118,776,909$6,003,880 -4.8%928,8880.3%Computer and Technology
EPAM Systems, Inc. stock logo
EPAM
EPAM Systems
$117,598,917$2,923,127 -2.4%696,5110.3%Computer and Technology
Neogen Co. stock logo
NEOG
Neogen
$117,555,940$6,830,460 -5.5%13,558,9320.3%Medical
ICICI Bank Limited stock logo
IBN
ICICI Bank
$117,182,330$4,031,863 3.6%3,717,5850.3%Finance
Madrigal Pharmaceuticals, Inc. stock logo
MDGL
Madrigal Pharmaceuticals
$116,975,531$6,166,178 -5.0%353,1550.3%Medical
Inspire Medical Systems, Inc. stock logo
INSP
Inspire Medical Systems
$110,367,979$33,399,901 -23.2%692,9180.3%Medical
Advanced Drainage Systems, Inc. stock logo
WMS
Advanced Drainage Systems
$110,090,156$2,916,601 -2.6%1,013,2550.3%Construction
NICE Ltd. stock logo
NICE
NICE
$109,565,343$38,245,176 -25.9%710,6660.3%Computer and Technology
Guidewire Software, Inc. stock logo
GWRE
Guidewire Software
$108,277,967$9,264,390 -7.9%577,9140.3%Computer and Technology
Atlassian Co. stock logo
TEAM
Atlassian
$107,279,795$107,279,795 New Holding505,5360.3%Computer and Technology
Itaú Unibanco Holding S.A. stock logo
ITUB
Itaú Unibanco
$106,026,631$28,481,165 36.7%19,276,1520.3%Finance
Churchill Downs Incorporated stock logo
CHDN
Churchill Downs
$105,484,845$9,241,579 -8.1%949,7150.3%Consumer Discretionary
Freshpet, Inc. stock logo
FRPT
Freshpet
$105,309,854$31,569,835 42.8%1,266,2000.3%Consumer Staples
GeneDx Holdings Corp. stock logo
WGS
GeneDx
$105,302,722$45,964,615 77.5%1,188,9880.3%Medical
Pure Storage, Inc. stock logo
PSTG
Pure Storage
$102,464,509$9,326,449 -8.3%2,314,5360.3%Computer and Technology

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