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William Blair Investment Management, LLC Top Holdings and 13F Report (2026)

About William Blair Investment Management, LLC

Investment Activity

  • William Blair Investment Management, LLC has $33.25 billion in total holdings as of June 30, 2026.
  • William Blair Investment Management, LLC owns shares of 403 different stocks, but just 113 companies or ETFs make up 80% of its holdings.
  • Approximately 15.75% of the portfolio was purchased this quarter.
  • About 22.73% of the portfolio was sold this quarter.
  • This quarter, William Blair Investment Management, LLC has purchased 413 new stocks and bought additional shares in 119 stocks.
  • William Blair Investment Management, LLC sold shares of 230 stocks and completely divested from 57 stocks this quarter.

Largest Holdings

NVIDIA
$1,720,578,016
Alphabet
$1,140,372,074
Apple
$943,288,764
Broadcom
$776,705,149

Largest New Holdings this Quarter

369604301 - GE Aerospace
$295,546,058 Holding
22788C105 - CrowdStrike
$214,754,464 Holding
G7997R103 - Seagate Technology
$184,167,355 Holding
136385101 - Canadian Natural Resources
$143,695,031 Holding
34631F102 - FORGENT POWER SOLUTIONS INC
$140,558,842 Holding

Largest Purchases this Quarter

Applied Materials
463,006 shares (about $334.75M)
GE Aerospace
790,801 shares (about $295.55M)
Alphabet
686,407 shares (about $245.30M)
CrowdStrike
281,409 shares (about $214.75M)
Seagate Technology
190,847 shares (about $184.17M)

Largest Sales this Quarter

Apple
1,552,519 shares (about $449.24M)
Twist Bioscience
3,095,124 shares (about $318.43M)
Microsoft
848,140 shares (about $316.37M)
Amazon.com
1,176,544 shares (about $280.42M)
Taiwan Semiconductor Manufacturing
581,852 shares (about $277.86M)

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
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$2,357,357,783$277,860,611 â–¼-10.5%4,936,4087.1%Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,720,578,016$68,577,842 â–¼-3.8%8,599,0215.2%Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,140,372,074$245,301,294 â–²27.4%3,191,0123.4%Communication Services
Apple Inc. stock logo
AAPL
Apple
$943,288,764$449,236,921 â–¼-32.3%3,259,9142.8%Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$776,705,149$54,933,549 â–¼-6.6%2,056,1352.3%Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$764,184,389$316,373,162 â–¼-29.3%2,048,6422.3%Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$535,190,234$35,491,210 â–¼-6.2%950,1151.6%Communication Services
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$473,601,839$280,417,497 â–¼-37.2%1,987,0851.4%Consumer Discretionary
Mastercard Incorporated stock logo
MA
Mastercard
$471,487,500$73,263,006 â–¼-13.4%918,0051.4%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$443,534,660$162,118,620 â–¼-26.8%763,5171.3%Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$360,014,958$334,753,338 â–²1,325.1%497,9461.1%Technology
GE Aerospace stock logo
GE
GE Aerospace
$295,546,058$295,546,058 â–²New Holding790,8010.9%Industrials
AstraZeneca PLC stock logo
AZNCF
AstraZeneca
$283,249,808$79,911,564 â–¼-22.0%1,514,7950.9%Healthcare
PRIMO BRANDS CORPORATION
$279,271,556$39,821,779 â–¼-12.5%11,426,8230.8%CLASS A COM SHS
EVERPURE INC
$272,249,469$45,217,581 â–²19.9%3,455,3810.8%CL A
Amphenol Corporation stock logo
APH
Amphenol
$270,661,603$80,688,440 â–²42.5%1,535,0590.8%Technology
LINDE PLC
$262,040,310$68,180,932 â–¼-20.6%504,9530.8%SHS
Onto Innovation Inc. stock logo
ONTO
Onto Innovation
$251,811,926$113,094,484 â–¼-31.0%665,3770.8%Technology
BorgWarner Inc. stock logo
BWA
BorgWarner
$251,304,551$59,802,829 â–²31.2%3,784,7070.8%Consumer Discretionary
Carlyle Group Inc. stock logo
CG
Carlyle Group
$249,076,659$16,263,051 â–¼-6.1%5,914,9050.7%Finance
argenex SE stock logo
ARGX
argenex
$245,489,701$1,345,190 â–¼-0.5%264,6170.7%Healthcare
Mueller Industries, Inc. stock logo
MLI
Mueller Industries
$244,156,078$15,192,919 â–¼-5.9%1,986,1390.7%Industrials
Monster Beverage Corporation stock logo
MNST
Monster Beverage
$243,965,632$38,170,309 â–¼-13.5%2,538,1360.7%Consumer Staples
F5, Inc. stock logo
FFIV
F5
$243,865,285$26,487,085 â–¼-9.8%586,2710.7%Technology
Credicorp Ltd. stock logo
BAP
Credicorp
$243,543,600$956,029 â–²0.4%625,1440.7%Finance
Curtiss-Wright Corporation stock logo
CW
Curtiss-Wright
$240,441,795$64,589,189 â–²36.7%317,3060.7%Industrials
Itau Unibanco Holding S.A. stock logo
ITUB
Itau Unibanco
$231,061,774$27,786,300 â–¼-10.7%28,283,4820.7%Finance
Snowflake Inc. stock logo
SNOW
Snowflake
$229,326,642$57,628,471 â–¼-20.1%901,0870.7%Technology
Twist Bioscience Corporation stock logo
TWST
Twist Bioscience
$223,722,231$318,426,358 â–¼-58.7%2,174,5940.7%Healthcare
Teva Pharmaceutical Industries Ltd. stock logo
TEVA
Teva Pharmaceutical Industries
$223,369,747$175,070,004 â–²362.5%6,593,2210.7%Healthcare
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$217,535,213$62,292,926 â–¼-22.3%523,3870.7%Healthcare
CrowdStrike stock logo
CRWD
CrowdStrike
$214,754,464$214,754,464 â–²New Holding281,4090.6%Technology
Regal Rexnord Corporation stock logo
RRX
Regal Rexnord
$212,260,398$12,777,941 â–²6.4%891,1390.6%Industrials
Krystal Biotech, Inc. stock logo
KRYS
Krystal Biotech
$211,908,766$60,572,918 â–²40.0%570,1530.6%Healthcare
Carpenter Technology Corporation stock logo
CRS
Carpenter Technology
$205,165,302$11,281,387 â–¼-5.2%332,6070.6%Industrials
Power Integrations, Inc. stock logo
POWI
Power Integrations
$199,516,906$111,401 â–²0.1%2,382,0070.6%Technology
nVent Electric PLC stock logo
NVT
nVent Electric
$198,064,282$11,213,087 â–¼-5.4%1,167,7630.6%Industrials
Guardant Health, Inc. stock logo
GH
Guardant Health
$196,737,340$54,041,706 â–²37.9%1,311,3200.6%Healthcare
Halozyme Therapeutics, Inc. stock logo
HALO
Halozyme Therapeutics
$196,539,884$1,168,180 â–¼-0.6%2,511,0500.6%Healthcare
TALEN ENERGY CORP
$191,230,832$10,587,900 â–¼-5.2%497,6600.6%COM
TransUnion stock logo
TRU
TransUnion
$191,080,410$17,489,840 â–¼-8.4%2,648,7440.6%Industrials
Cameco Corporation stock logo
CCJ
Cameco
$189,330,699$17,971,359 â–²10.5%1,858,7350.6%Energy
Sterling Infrastructure, Inc. stock logo
STRL
Sterling Infrastructure
$187,762,314$83,704,337 â–¼-30.8%223,6970.6%Industrials
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$186,490,622$96,459,118 â–¼-34.1%199,3550.6%Consumer Staples
Alignment Healthcare, Inc. stock logo
ALHC
Alignment Healthcare
$184,799,005$60,639,046 â–²48.8%7,761,4030.6%Healthcare
C.H. Robinson Worldwide, Inc. stock logo
CHRW
C.H. Robinson Worldwide
$184,252,457$11,933,411 â–¼-6.1%978,2970.6%Industrials
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
$184,167,355$184,167,355 â–²New Holding190,8470.6%Technology
Diodes Incorporated stock logo
DIOD
Diodes
$184,153,156$135,828,611 â–²281.1%1,682,6860.6%Technology
BWX Technologies, Inc. stock logo
BWXT
BWX Technologies
$183,211,003$7,892,863 â–¼-4.1%941,2330.6%Industrials
Akamai Technologies, Inc. stock logo
AKAM
Akamai Technologies
$181,507,554$9,881,529 â–¼-5.2%1,535,4670.5%Technology
The Baldwin Insurance Group, Inc. stock logo
BRP
The Baldwin Insurance Group
$178,962,210$1,635,388 â–¼-0.9%6,732,9650.5%Finance
Bentley Systems, Incorporated stock logo
BSY
Bentley Systems
$177,621,534$78,305,344 â–²78.8%5,942,5070.5%Technology
Lattice Semiconductor Corporation stock logo
LSCC
Lattice Semiconductor
$177,497,384$135,110,027 â–¼-43.2%1,160,4170.5%Technology
Madrigal Pharmaceuticals, Inc. stock logo
MDGL
Madrigal Pharmaceuticals
$174,037,845$8,803,832 â–¼-4.8%324,1230.5%Healthcare
Everest Group, Ltd. stock logo
EG
Everest Group
$171,426,461$9,391,219 â–¼-5.2%479,8770.5%Finance
Agilent Technologies, Inc. stock logo
A
Agilent Technologies
$170,987,393$67,543,915 â–¼-28.3%1,287,2650.5%Healthcare
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$170,827,134$32,694,897 â–¼-16.1%1,855,0020.5%Consumer Discretionary
Dynatrace, Inc. stock logo
DT
Dynatrace
$169,393,407$27,605,778 â–²19.5%3,857,7410.5%Technology
Mirum Pharmaceuticals, Inc. stock logo
MIRM
Mirum Pharmaceuticals
$164,453,029$125,156,259 â–²318.5%1,404,7410.5%Healthcare
HealthEquity, Inc. stock logo
HQY
HealthEquity
$160,157,863$10,261,346 â–²6.8%1,773,2270.5%Healthcare
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$156,960,192$28,147,168 â–¼-15.2%298,1540.5%Healthcare
ServiceNow, Inc. stock logo
NOW
ServiceNow
$154,002,342$81,451,496 â–¼-34.6%1,551,1920.5%Technology
Synaptics Incorporated stock logo
SYNA
Synaptics
$153,998,241$43,060,851 â–¼-21.9%1,239,6220.5%Technology
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$150,891,678$24,451,874 â–²19.3%506,2290.5%Technology
SharkNinja, Inc. stock logo
SN
SharkNinja
$150,260,950$13,183,232 â–¼-8.1%986,8060.5%Consumer Discretionary
West Pharmaceutical Services, Inc. stock logo
WST
West Pharmaceutical Services
$149,813,786$135,552,525 â–²950.5%417,3090.5%Healthcare
Grand Canyon Education, Inc. stock logo
LOPE
Grand Canyon Education
$148,666,675$8,456,942 â–²6.0%1,038,8280.4%Consumer Discretionary
Littelfuse, Inc. stock logo
LFUS
Littelfuse
$146,471,010$7,788,875 â–²5.6%321,6810.4%Technology
Canadian Natural Resources Limited stock logo
CNQ
Canadian Natural Resources
$143,695,031$143,695,031 â–²New Holding3,635,0820.4%Energy
Reliance, Inc. stock logo
RS
Reliance
$142,899,758$7,842,985 â–¼-5.2%382,4940.4%Industrials
TOTALENERGIES SE
$141,364,811$75,025,006 â–²113.1%1,819,2750.4%ACT
FORGENT POWER SOLUTIONS INC
$140,558,842$140,558,842 â–²New Holding2,516,2700.4%COM SHS CL A
PTC Therapeutics, Inc. stock logo
PTCT
PTC Therapeutics
$140,519,660$140,519,660 â–²New Holding1,722,6880.4%Healthcare
Timken Company (The) stock logo
TKR
Timken
$138,757,203$138,005,027 â–²18,347.4%954,8390.4%Industrials
Cytokinetics, Incorporated stock logo
CYTK
Cytokinetics
$136,597,224$43,945,347 â–²47.4%1,603,4420.4%Healthcare
Lincoln Electric Holdings, Inc. stock logo
LECO
Lincoln Electric
$134,576,930$7,431,359 â–¼-5.2%506,8620.4%Industrials
Eagle Materials Inc stock logo
EXP
Eagle Materials
$129,760,200$12,078,000 â–¼-8.5%576,7120.4%Materials
Clean Harbors, Inc. stock logo
CLH
Clean Harbors
$125,238,988$7,136,540 â–¼-5.4%419,2100.4%Industrials
Novanta Inc. stock logo
NOVT
Novanta
$124,254,262$2,793,286 â–¼-2.2%765,8670.4%Technology
BIRKENSTOCK HOLDING PLC
$123,319,462$12,499,914 â–²11.3%2,865,8950.4%COM SHS
First Horizon Corporation stock logo
FHN
First Horizon
$123,282,838$6,406,641 â–¼-4.9%4,808,2230.4%Finance
ETSY INC
$120,416,512$120,416,512 â–²New Holding1,598,5200.4%COM
Millicom International Cellular SA stock logo
TIGO
Millicom International Cellular
$118,854,304$8,718,678 â–¼-6.8%1,309,5450.4%Communication Services
DIEBOLD NIXDORF INC
$117,289,596$3,988,373 â–¼-3.3%1,379,5530.4%COM SHS
GARRETT MOTION INC
$117,127,351$91,655,161 â–¼-43.9%3,232,8830.4%COM
Encompass Health Corporation stock logo
EHC
Encompass Health
$116,351,672$35,169,169 â–²43.3%1,151,0850.3%Healthcare
AppFolio, Inc. stock logo
APPF
AppFolio
$115,744,799$12,602,708 â–²12.2%721,8260.3%Technology
Marriott International, Inc. stock logo
MAR
Marriott International
$111,500,154$80,136,752 â–²255.5%300,8720.3%Consumer Discretionary
National Bank Holdings Corporation stock logo
NBHC
National Bank
$110,978,009$1,019,935 â–²0.9%2,497,8170.3%Finance
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$110,015,908$22,946,974 â–¼-17.3%3,235,7620.3%Consumer Discretionary
Saia, Inc. stock logo
SAIA
Saia
$109,088,863$37,430,595 â–²52.2%259,0200.3%Industrials
Repligen Corporation stock logo
RGEN
Repligen
$107,592,627$107,592,627 â–²New Holding788,5710.3%Healthcare
Freshpet, Inc. stock logo
FRPT
Freshpet
$107,065,965$129,532 â–¼-0.1%1,810,9940.3%Consumer Staples
Jazz Pharmaceuticals PLC stock logo
JAZZ
Jazz Pharmaceuticals
$105,278,106$88,197,430 â–²516.4%436,8930.3%Healthcare
Martin Marietta Materials, Inc. stock logo
MLM
Martin Marietta Materials
$104,902,883$52,185,583 â–¼-33.2%181,9020.3%Materials
Knight-Swift Transportation Holdings Inc. stock logo
KNX
Knight-Swift Transportation
$103,570,760$30,117,079 â–²41.0%1,330,0470.3%Industrials
Weatherford International PLC stock logo
WFRD
Weatherford International
$102,761,557$55,497,181 â–²117.4%1,260,8780.3%Energy
Globus Medical, Inc. stock logo
GMED
Globus Medical
$101,519,633$57,271,742 â–¼-36.1%1,284,8960.3%Healthcare
Nu Holdings Ltd. stock logo
NU
NU
$101,483,241$62,411,894 â–¼-38.1%7,596,0510.3%Finance
HudBay Minerals Inc stock logo
HBM
HudBay Minerals
$99,536,030$99,536,030 â–²New Holding4,215,8420.3%Materials

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