William Blair Investment Management, LLC Top Holdings and 13F Report (2025) About William Blair Investment Management, LLCInvestment ActivityWilliam Blair Investment Management, LLC has $40.94 billion in total holdings as of December 31, 2024.William Blair Investment Management, LLC owns shares of 433 different stocks, but just 117 companies or ETFs make up 80% of its holdings.Approximately 15.11% of the portfolio was purchased this quarter.About 14.81% of the portfolio was sold this quarter.This quarter, William Blair Investment Management, LLC has purchased 412 new stocks and bought additional shares in 220 stocks.William Blair Investment Management, LLC sold shares of 157 stocks and completely divested from 32 stocks this quarter.Largest Holdings Microsoft $1,867,731,601NVIDIA $1,783,291,283Taiwan Semiconductor Manufacturing $1,524,927,392Amazon.com $1,499,420,297Apple $1,278,266,386 Largest New Holdings this Quarter 741623102 - PRIMO BRANDS CORPORATION $343,450,740 Holding512807306 - LAM RESEARCH CORP $246,327,414 Holding98850P109 - Yum China $243,900,702 Holding87422Q109 - TALEN ENERGY CORP $239,984,214 Holding113004105 - Brookfield Asset Management $204,168,954 Holding Largest Purchases this Quarter PRIMO BRANDS CORPORATION 11,161,870 shares (about $343.45M)LAM RESEARCH CORP 3,410,320 shares (about $246.33M)Yum China 5,063,332 shares (about $243.90M)TALEN ENERGY CORP 1,191,166 shares (about $239.98M)Brookfield Asset Management 3,767,650 shares (about $204.17M) Largest Sales this Quarter Intuitive Surgical 604,245 shares (about $315.39M)ICON Public 1,257,039 shares (about $263.61M)Zoetis 1,284,619 shares (about $209.30M)BWX Technologies 1,813,026 shares (about $201.95M)Tyler Technologies 308,841 shares (about $178.09M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWilliam Blair Investment Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$1,867,731,601$55,353,072 ▼-2.9%4,431,1544.6%Computer and TechnologyNVDANVIDIA$1,783,291,283$69,834,022 ▲4.1%13,279,4054.4%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$1,524,927,392$97,965,710 ▼-6.0%7,722,0403.7%Computer and TechnologyAMZNAmazon.com$1,499,420,297$2,961,546 ▼-0.2%6,834,4973.7%Retail/WholesaleAAPLApple$1,278,266,386$151,417,705 ▼-10.6%5,104,4903.1%Computer and TechnologyMETAMeta Platforms$974,168,025$48,586,205 ▲5.2%1,663,7942.4%Computer and TechnologyMAMastercard$756,367,159$3,520,120 ▲0.5%1,436,4041.8%Business ServicesCGThe Carlyle Group$668,989,529$89,542,249 ▲15.5%13,249,9411.6%FinanceMELIMercadoLibre$439,522,929$119,847,011 ▼-21.4%258,4761.1%Retail/WholesaleNOWServiceNow$428,475,061$97,705,960 ▼-18.6%404,1761.0%Computer and TechnologyLINDE PLC$412,559,093$87,851,201 ▼-17.6%985,4041.0%SHSCRMSalesforce$393,795,940$7,158,005 ▲1.9%1,177,8661.0%Computer and TechnologyCPRTCopart$382,873,023$51,076,469 ▲15.4%6,671,4240.9%Business ServicesCMGChipotle Mexican Grill$375,411,579$2,304,184 ▲0.6%6,225,7310.9%Retail/WholesaleINTUIntuit$366,780,659$35,296,560 ▲10.6%583,5810.9%Computer and TechnologyPRIMO BRANDS CORPORATION$343,450,740$343,450,740 ▲New Holding11,161,8700.8%CLASS A COM SHSUNHUnitedHealth Group$335,271,129$25,771,020 ▲8.3%662,7750.8%MedicalDOCSDoximity$332,402,563$13,042,269 ▼-3.8%6,225,9330.8%MedicalACNAccenture$330,479,617$70,116,672 ▼-17.5%939,4230.8%Computer and TechnologyTRUTransUnion$312,501,491$73,194,267 ▲30.6%3,370,7420.8%Business ServicesCOSTCostco Wholesale$308,952,500$4,288,144 ▼-1.4%337,1850.8%Retail/WholesaleCFLTConfluent$301,959,081$827,868 ▼-0.3%10,799,6810.7%Computer and TechnologyELFe.l.f. Beauty$289,436,567$84,033,252 ▲40.9%2,305,3490.7%Consumer StaplesCWSTCasella Waste Systems$279,391,093$1,228,877 ▼-0.4%2,640,4980.7%Business ServicesORLYO'Reilly Automotive$278,966,565$4,464,537 ▼-1.6%235,2560.7%Retail/WholesaleSNSharkNinja$275,269,822$57,503,931 ▲26.4%2,827,3400.7%Retail/WholesaleMRCYMercury Systems$270,169,242$36,410,262 ▼-11.9%6,432,6010.7%AerospaceDTDynatrace$264,276,168$7,380,893 ▼-2.7%4,862,4870.6%Computer and TechnologyBFAMBright Horizons Family Solutions$262,751,746$59,043,587 ▲29.0%2,370,3360.6%Business ServicesACVAACV Auctions$261,353,218$78,902,014 ▲43.2%12,099,6860.6%Retail/WholesaleCWANClearwater Analytics$258,999,141$26,746,028 ▼-9.4%9,411,3060.6%Computer and TechnologyLRNStride$256,397,285$39,045,046 ▲18.0%2,467,0190.6%Consumer DiscretionaryAMDAdvanced Micro Devices$255,848,560$40,314,146 ▼-13.6%2,118,1270.6%Computer and TechnologyRACEFerrari$252,634,080$15,092,441 ▲6.4%594,6570.6%Auto/Tires/TrucksCHEChemed$250,872,485$6,494,818 ▼-2.5%473,5230.6%MedicalLAM RESEARCH CORP$246,327,414$246,327,414 ▲New Holding3,410,3200.6%COM NEWYUMCYum China$243,900,702$243,900,702 ▲New Holding5,063,3320.6%Retail/WholesaleTALEN ENERGY CORP$239,984,214$239,984,214 ▲New Holding1,191,1660.6%COMSESEA$236,928,191$58,088,284 ▲32.5%2,233,1580.6%Computer and TechnologyNFENew Fortress Energy$235,373,874$68,178,757 ▲40.8%15,567,0550.6%EnergyLYVLive Nation Entertainment$234,388,396$36,858,679 ▲18.7%1,809,9490.6%Consumer DiscretionaryEGEverest Group$232,994,112$22,119,495 ▲10.5%642,8130.6%FinanceAPOApollo Global Management$231,118,298$55,171,368 ▼-19.3%1,399,3600.6%FinancePANWPalo Alto Networks$229,929,933$85,690,423 ▲59.4%1,263,6290.6%Computer and TechnologySHOPShopify$228,689,354$36,920,966 ▲19.3%2,150,7510.6%Computer and TechnologyEXLSExlService$228,647,535$58,965,709 ▼-20.5%5,152,0400.6%Business ServicesMLMMartin Marietta Materials$226,331,333$11,738,496 ▲5.5%438,2020.6%ConstructionUBERUber Technologies$224,545,483$73,867,028 ▼-24.8%3,722,5710.5%Computer and TechnologyAAgilent Technologies$223,047,245$214,810 ▼-0.1%1,660,3190.5%MedicalBCOBrink's$215,566,699$40,113,473 ▼-15.7%2,323,6680.5%Business ServicesWALWestern Alliance Bancorporation$214,327,384$4,965,033 ▼-2.3%2,565,5660.5%FinanceFLYWFlywire$213,059,676$25,634,640 ▼-10.7%10,332,6710.5%Computer and TechnologyWSTWest Pharmaceutical Services$209,879,157$184,647,210 ▲731.8%640,7350.5%MedicalPENPenumbra$209,718,113$23,323,148 ▼-10.0%883,0980.5%MedicalCGNXCognex$209,426,596$44,968,297 ▲27.3%5,840,1170.5%Computer and TechnologyCCJCameco$208,661,417$66,165,338 ▼-24.1%4,060,3510.5%Basic MaterialsGTLSChart Industries$208,563,883$45,873,928 ▼-18.0%1,092,8730.5%IndustrialsBAMBrookfield Asset Management$204,168,954$204,168,954 ▲New Holding3,767,6500.5%FinanceQTWOQ2$202,645,489$202,645,489 ▲New Holding2,013,3680.5%Computer and TechnologyMLIMueller Industries$201,375,841$201,375,841 ▲New Holding2,537,4980.5%IndustrialsCFCF Industries$200,859,661$3,369,884 ▼-1.7%2,354,1920.5%Basic MaterialsPLNTPlanet Fitness$200,035,761$21,826,739 ▼-9.8%2,023,2200.5%Consumer DiscretionaryEXASExact Sciences$193,547,073$47,224,436 ▼-19.6%3,444,5110.5%MedicalMNSTMonster Beverage$191,993,954$40,825,717 ▼-17.5%3,652,8530.5%Consumer StaplesBRPThe Baldwin Insurance Group$190,218,150$85,180,837 ▲81.1%4,907,5890.5%FinancePOOLPool$188,696,993$5,175,128 ▼-2.7%553,4610.5%Consumer DiscretionaryWSCWillScot Mobile Mini$185,830,839$22,237,727 ▲13.6%5,555,4810.5%FinanceMANHManhattan Associates$184,307,193$15,562,041 ▲9.2%682,0130.5%Computer and TechnologyTXNTexas Instruments$183,586,395$75,076,021 ▼-29.0%979,0750.4%Computer and TechnologyNVTnVent Electric$176,630,165$14,360,630 ▲8.8%2,591,4050.4%Computer and TechnologyPODDInsulet$176,563,991$34,778,179 ▼-16.5%676,3090.4%MedicalIDXXIDEXX Laboratories$174,526,668$152,754,091 ▲701.6%422,1330.4%MedicalFTAIFTAI Aviation$174,372,231$174,372,231 ▲New Holding1,210,5820.4%AerospaceNEOGNeogen$174,169,654$13,048,375 ▲8.1%14,346,7590.4%MedicalDDOGDatadog$173,162,961$173,162,961 ▲New Holding1,211,8620.4%Computer and TechnologyEHCEncompass Health$171,975,925$133,132,407 ▼-43.6%1,862,2190.4%MedicalBPMCBlueprint Medicines$169,616,298$23,540,329 ▲16.1%1,944,6950.4%MedicalINSMInsmed$168,004,905$865,416 ▲0.5%2,433,4430.4%MedicalVEEVVeeva Systems$167,422,916$25,368,975 ▲17.9%796,3040.4%MedicalINSPInspire Medical Systems$167,326,027$692,950 ▼-0.4%902,6110.4%MedicalEPAMEPAM Systems$166,906,328$166,906,328 ▲New Holding713,8240.4%Computer and TechnologyNICENICE$162,823,485$29,007,125 ▼-15.1%958,7330.4%Computer and TechnologyAZEKAZEK$161,745,908$6,480,699 ▼-3.9%3,407,3290.4%ConstructionHDBHDFC Bank$158,933,057$11,363,375 ▼-6.7%2,489,1510.4%FinanceGOOGLAlphabet$157,252,305$21,183,811 ▼-11.9%830,7040.4%Computer and TechnologyPSTGPure Storage$155,123,527$146,625,055 ▲1,725.3%2,525,2080.4%Computer and TechnologyBWXTBWX Technologies$150,491,900$201,952,966 ▼-57.3%1,351,0360.4%Computer and TechnologyAVGOBroadcom$150,143,062$100,569,178 ▲202.9%647,6150.4%Computer and TechnologyNOVTNovanta$149,079,230$1,735,620 ▲1.2%975,8410.4%Computer and TechnologyFOLDAmicus Therapeutics$146,930,315$138,813 ▲0.1%15,597,6980.4%MedicalLANCLancaster Colony$145,155,036$23,221,191 ▼-13.8%838,3680.4%Consumer StaplesACHCAcadia Healthcare$143,851,905$65,859 ▼0.0%3,628,0430.4%MedicalFLUTTER ENTMT PLC$137,957,509$137,957,509 ▲New Holding533,7880.3%SHSCHDNChurchill Downs$137,936,137$4,491,217 ▼-3.2%1,032,9200.3%Consumer DiscretionaryTWSTTwist Bioscience$137,073,628$24,516,271 ▼-15.2%2,949,7230.3%MedicalFSVFirstService$133,511,482$23,279,353 ▼-14.8%737,5510.3%FinanceCWCurtiss-Wright$132,625,565$132,625,565 ▲New Holding373,7300.3%AerospaceRRXRegal Rexnord$131,525,574$5,682,877 ▼-4.1%847,8410.3%IndustrialsFRPTFreshpet$131,316,992$85,890,470 ▼-39.5%886,6180.3%Consumer StaplesCRDOCredo Technology Group$126,136,905$75,771,411 ▼-37.5%1,876,7580.3%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
