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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 $30.83 billion in total holdings as of September 30, 2026.
  • William Blair Investment Management, LLC owns shares of 399 different stocks, but just 106 companies or ETFs make up 80% of its holdings.
  • Approximately 12.11% of the portfolio was purchased this quarter.
  • About 16.69% of the portfolio was sold this quarter.
  • This quarter, William Blair Investment Management, LLC has purchased 403 new stocks and bought additional shares in 107 stocks.
  • William Blair Investment Management, LLC sold shares of 242 stocks and completely divested from 50 stocks this quarter.

Largest Holdings

NVIDIA
$1,855,276,337
Alphabet
$1,241,460,954
Apple
$1,006,662,062
Microsoft
$877,785,620

Largest New Holdings this Quarter

M8769Q102 - TEVA PHARMACEUTICAL INDS LTD
$242,311,291 Holding
N14506104 - Elastic
$212,328,507 Holding
60744M106 - MOBILITY GLOBAL INC
$90,741,816 Holding
74275K108 - Procore Technologies
$86,863,740 Holding
88023U101 - SOMNIGROUP INTERNATIONAL INC
$70,036,727 Holding

Largest Purchases this Quarter

TEVA PHARMACEUTICAL INDS LTD
6,118,972 shares (about $242.31M)
Micron Technology
210,345 shares (about $224.04M)
Elastic
2,315,469 shares (about $212.33M)
CrowdStrike
609,385 shares (about $161.33M)
Alphabet
417,047 shares (about $143.50M)

Largest Sales this Quarter

Microsoft
337,225 shares (about $172.96M)
Amazon.com
654,282 shares (about $163.01M)
Taiwan Semiconductor Manufacturing
349,446 shares (about $159.38M)
AstraZeneca
957,312 shares (about $155.94M)
Twist Bioscience
720,477 shares (about $139.22M)

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
$2,092,114,776$159,382,428 ▼-7.1%4,586,9626.8%Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,855,276,337$108,567,963 ▼-5.5%8,123,6386.0%Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,241,460,954$143,497,533 ▲13.1%3,608,0594.0%Communication Services
Apple Inc. stock logo
AAPL
Apple
$1,006,662,062$78,954,370 ▼-7.3%3,022,8283.3%Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$877,785,620$172,962,671 ▼-16.5%1,711,4172.8%Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$696,529,299$25,564,881 ▼-3.5%1,983,3402.3%Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$585,058,590$103,945,859 ▼-15.1%806,7771.9%Communication Services
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$479,128,597$12,039,437 ▲2.6%783,1971.6%Technology
Mastercard Incorporated stock logo
MA
Mastercard
$390,246,345$116,006,202 ▼-22.9%707,6471.3%Finance
EVERPURE INC
$333,448,981$118,445,746 ▼-26.2%2,549,6941.1%CL A
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$332,067,867$163,014,360 ▼-32.9%1,332,8031.1%Consumer Discretionary
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$310,073,835$55,434,122 ▲21.8%606,3471.0%Technology
Twist Bioscience Corporation stock logo
TWST
Twist Bioscience
$280,993,569$139,224,975 ▼-33.1%1,454,1170.9%Healthcare
Carlyle Group Inc. stock logo
CG
Carlyle Group
$270,543,175$35,958,054 ▲15.3%6,821,5630.9%Finance
GE Aerospace stock logo
GE
GE Aerospace
$266,978,986$20,019,669 ▲8.1%854,9070.9%Industrials
Credicorp Ltd. stock logo
BAP
Credicorp
$265,675,380$28,201,929 ▲11.9%699,3850.9%Finance
Snowflake Inc. stock logo
SNOW
Snowflake
$265,280,910$40,692,191 ▼-13.3%781,2490.9%Technology
Amphenol Corporation stock logo
APH
Amphenol
$260,312,330$130,906,856 ▲101.2%3,087,9280.8%Technology
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
$255,478,984$79,453,143 ▲45.1%276,9900.8%Technology
Mueller Industries, Inc. stock logo
MLI
Mueller Industries
$246,846,982$126,467,083 ▲105.1%4,072,7100.8%Industrials
F5, Inc. stock logo
FFIV
F5
$243,491,646$17,504,478 ▼-6.7%546,9510.8%Technology
TEVA PHARMACEUTICAL INDS LTD
$242,311,291$242,311,291 ▲New Holding6,118,9720.8%SHS
Repligen Corporation stock logo
RGEN
Repligen
$239,021,665$87,434,662 ▲57.7%1,243,4150.8%Healthcare
Micron Technology, Inc. stock logo
MU
Micron Technology
$239,016,029$224,040,581 ▲1,496.1%224,4050.8%Technology
argenex SE stock logo
ARGX
argenex
$237,204,488$16,506,451 ▼-6.5%247,4010.8%Healthcare
CrowdStrike stock logo
CRWD
CrowdStrike
$235,837,712$161,334,679 ▲216.5%890,7940.8%Technology
Dynatrace, Inc. stock logo
DT
Dynatrace
$223,683,605$937,640 ▲0.4%3,873,9800.7%Technology
BorgWarner Inc. stock logo
BWA
BorgWarner
$223,152,693$4,346,074 ▼-1.9%3,712,4050.7%Consumer Discretionary
PRIMO BRANDS CORPORATION
$213,946,711$3,734,276 ▼-1.7%11,230,7980.7%CLASS A COM SHS
Elastic N.V. stock logo
ESTC
Elastic
$212,328,507$212,328,507 ▲New Holding2,315,4690.7%Technology
TALEN ENERGY CORP
$211,928,462$56,315,156 ▲36.2%677,7590.7%COM
Agilent Technologies, Inc. stock logo
A
Agilent Technologies
$211,162,410$10,646,171 ▼-4.8%1,225,4800.7%Healthcare
LINDE PLC
$207,432,018$32,243,924 ▼-13.5%437,0210.7%SHS
Onto Innovation Inc. stock logo
ONTO
Onto Innovation
$200,756,510$4,059,838 ▼-2.0%652,1880.7%Technology
Itau Unibanco Holding S.A. stock logo
ITUB
Itau Unibanco
$181,403,049$59,820,343 ▼-24.8%21,269,5370.6%Finance
Halozyme Therapeutics, Inc. stock logo
HALO
Halozyme Therapeutics
$178,458,509$98,761,411 ▼-35.6%1,616,4720.6%Healthcare
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$177,820,962$14,304,012 ▼-7.4%484,4200.6%Healthcare
ServiceNow, Inc. stock logo
NOW
ServiceNow
$176,481,923$31,393,317 ▼-15.1%1,316,9310.6%Technology
Krystal Biotech, Inc. stock logo
KRYS
Krystal Biotech
$173,238,818$16,371,264 ▼-8.6%520,9250.6%Healthcare
Everest Group, Ltd. stock logo
EG
Everest Group
$172,063,357$3,173,327 ▼-1.8%471,1870.6%Finance
Madrigal Pharmaceuticals, Inc. stock logo
MDGL
Madrigal Pharmaceuticals
$169,852,159$6,507,132 ▲4.0%337,0350.6%Healthcare
Manhattan Associates, Inc. stock logo
MANH
Manhattan Associates
$168,407,390$34,206,205 ▲25.5%847,5460.5%Technology
AppFolio, Inc. stock logo
APPF
AppFolio
$167,668,207$22,927,657 ▲15.8%836,1670.5%Technology
Guardant Health, Inc. stock logo
GH
Guardant Health
$167,297,043$66,589,993 ▼-28.5%937,9740.5%Healthcare
Vishay Intertechnology, Inc. stock logo
VSH
Vishay Intertechnology
$166,787,535$118,915,501 ▲248.4%5,124,0410.5%Technology
Curtiss-Wright Corporation stock logo
CW
Curtiss-Wright
$166,337,136$6,220,213 ▼-3.6%305,8680.5%Industrials
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$163,513,450$17,967,381 ▼-9.9%179,6180.5%Consumer Staples
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$159,846,014$4,152,977 ▲2.7%306,1070.5%Healthcare
Canadian Natural Resources Limited stock logo
CNQ
Canadian Natural Resources
$157,695,217$13,271,975 ▼-7.8%3,352,8950.5%Energy
Akamai Technologies, Inc. stock logo
AKAM
Akamai Technologies
$155,501,992$7,794,923 ▼-4.8%1,462,1720.5%Technology
Grand Canyon Education, Inc. stock logo
LOPE
Grand Canyon Education
$154,671,218$2,804,718 ▼-1.8%1,020,3260.5%Consumer Discretionary
nVent Electric PLC stock logo
NVT
nVent Electric
$154,657,781$32,616,371 ▼-17.4%964,3810.5%Industrials
HealthEquity, Inc. stock logo
HQY
HealthEquity
$153,927,300$2,932,361 ▼-1.9%1,740,0780.5%Healthcare
TransUnion stock logo
TRU
TransUnion
$150,676,559$11,214,664 ▼-6.9%2,465,2580.5%Industrials
West Pharmaceutical Services, Inc. stock logo
WST
West Pharmaceutical Services
$148,106,261$6,615,094 ▼-4.3%399,4670.5%Healthcare
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$147,753,054$5,963,395 ▲4.2%527,5200.5%Technology
Cameco Corporation stock logo
CCJ
Cameco
$145,103,393$15,993,124 ▼-9.9%1,674,2060.5%Energy
Diodes Incorporated stock logo
DIOD
Diodes
$144,842,363$18,024,814 ▼-11.1%1,496,4600.5%Technology
Lattice Semiconductor Corporation stock logo
LSCC
Lattice Semiconductor
$143,000,406$2,771,177 ▼-1.9%1,138,3570.5%Technology
TOTALENERGIES SE
$142,833,838$13,221,246 ▼-8.5%1,665,1430.5%ACT
Encompass Health Corporation stock logo
EHC
Encompass Health
$141,724,402$1,879,086 ▲1.3%1,166,5520.5%Healthcare
C.H. Robinson Worldwide, Inc. stock logo
CHRW
C.H. Robinson Worldwide
$139,494,369$5,254,505 ▼-3.6%942,7840.5%Industrials
Monster Beverage Corporation stock logo
MNST
Monster Beverage
$137,998,102$32,360,882 ▲30.6%3,315,6680.4%Consumer Staples
HudBay Minerals Inc stock logo
HBM
HudBay Minerals
$137,066,846$24,588,181 ▲21.9%5,137,4380.4%Materials
Lincoln Electric Holdings, Inc. stock logo
LECO
Lincoln Electric
$131,203,436$2,902,179 ▼-2.2%495,8930.4%Industrials
First Horizon Corporation stock logo
FHN
First Horizon
$128,360,878$17,675,585 ▲16.0%5,576,0590.4%Finance
Clean Harbors, Inc. stock logo
CLH
Clean Harbors
$127,425,111$2,626,407 ▼-2.0%410,7440.4%Industrials
BWX Technologies, Inc. stock logo
BWXT
BWX Technologies
$126,694,038$2,254,883 ▼-1.7%924,7740.4%Industrials
Veracyte, Inc. stock logo
VCYT
Veracyte
$124,732,120$58,821,440 ▲89.2%2,709,2120.4%Healthcare
Carpenter Technology Corporation stock logo
CRS
Carpenter Technology
$124,252,874$5,071,379 ▼-3.9%319,5640.4%Industrials
Littelfuse, Inc. stock logo
LFUS
Littelfuse
$123,963,442$12,345,665 ▼-9.1%292,5460.4%Technology
Marriott International, Inc. stock logo
MAR
Marriott International
$122,679,475$15,668,331 ▲14.6%344,9250.4%Consumer Discretionary
Ferrari N.V. stock logo
RACE
Ferrari
$121,191,082$63,015,104 ▲108.3%308,4920.4%Consumer Discretionary
LAM RESEARCH CORP
$119,575,997$85,978,294 ▲255.9%363,9950.4%COM NEW
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$119,158,822$39,276,899 ▼-24.8%1,395,1390.4%Consumer Discretionary
Mirum Pharmaceuticals, Inc. stock logo
MIRM
Mirum Pharmaceuticals
$118,248,587$1,828,674 ▼-1.5%1,383,3480.4%Healthcare
Regal Rexnord Corporation stock logo
RRX
Regal Rexnord
$112,935,471$25,289,142 ▼-18.3%728,0990.4%Industrials
GeneDx Holdings Corp. stock logo
WGS
GeneDx
$112,805,858$11,538,646 ▲11.4%1,560,2470.4%Healthcare
ETSY INC
$112,341,459$1,936,736 ▼-1.7%1,571,4290.4%COM
PTC Therapeutics, Inc. stock logo
PTCT
PTC Therapeutics
$109,712,963$1,882,766 ▼-1.7%1,693,6240.4%Healthcare
FORGENT POWER SOLUTIONS INC
$109,518,552$15,309,403 ▲16.3%2,925,1750.4%COM SHS CL A
Timken Company (The) stock logo
TKR
Timken
$108,669,149$2,808,305 ▼-2.5%930,7850.4%Industrials
Globus Medical, Inc. stock logo
GMED
Globus Medical
$108,407,639$12,168,928 ▲12.6%1,447,3650.4%Healthcare
Sterling Infrastructure, Inc. stock logo
STRL
Sterling Infrastructure
$108,269,301$1,740,409 ▼-1.6%220,1580.4%Industrials
Glaukos Corporation stock logo
GKOS
Glaukos
$106,962,561$1,677,858 ▼-1.5%651,4560.3%Healthcare
Novanta Inc. stock logo
NOVT
Novanta
$106,598,137$2,300,492 ▼-2.1%749,6880.3%Technology
Cytokinetics, Incorporated stock logo
CYTK
Cytokinetics
$103,883,058$1,799,804 ▼-1.7%1,576,1350.3%Healthcare
Freshpet, Inc. stock logo
FRPT
Freshpet
$102,342,428$1,898,386 ▼-1.8%1,778,0130.3%Consumer Staples
Bentley Systems, Incorporated stock logo
BSY
Bentley Systems
$101,303,098$88,560,000 ▼-46.6%3,170,6760.3%Technology
Jazz Pharmaceuticals PLC stock logo
JAZZ
Jazz Pharmaceuticals
$99,148,208$2,001,259 ▼-2.0%428,2490.3%Healthcare
StepStone Group Inc. stock logo
STEP
StepStone Group
$98,797,800$15,035,149 ▲17.9%2,276,4470.3%Finance
Weatherford International PLC stock logo
WFRD
Weatherford International
$97,563,751$1,642,130 ▼-1.7%1,240,0070.3%Energy
Eagle Materials Inc stock logo
EXP
Eagle Materials
$97,246,932$1,382,355 ▼-1.4%568,6290.3%Materials
Merit Medical Systems, Inc. stock logo
MMSI
Merit Medical Systems
$96,541,470$1,570,162 ▼-1.6%1,119,5810.3%Healthcare
Nu Holdings Ltd. stock logo
NU
NU
$96,352,905$186,900 ▲0.2%7,610,8140.3%Finance
Reliance, Inc. stock logo
RS
Reliance
$96,291,767$50,872,799 ▼-34.6%250,2710.3%Industrials
Jones Lang LaSalle Incorporated stock logo
JLL
Jones Lang LaSalle
$96,285,239$74,333,016 ▲338.6%315,1520.3%Real Estate
National Bank Holdings Corporation stock logo
NBHC
National Bank
$94,479,174$3,410,275 ▼-3.5%2,410,7980.3%Finance
LANDBRIDGE COMPANY LLC
$93,065,139$7,201,321 ▼-7.2%1,146,5460.3%CL A
TPG Inc. stock logo
TPG
TPG
$92,154,208$30,877,143 ▲50.4%2,088,2440.3%Finance

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