William Blair Investment Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), William Blair Investment Management, LLC reported 403 stock positions worth $33.3 billion. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 7.1% of the portfolio, followed by Nvidia (NVDA, 5.2%) and Alphabet Class A (GOOGL, 3.4%). Compared with Q1 2026, it opened 46 new positions, sold out of 56, added to 119 and reduced 231. The biggest buy was Alphabet Class A (GOOGL, shares +27%) and the biggest sale Microsoft (MSFT, shares −29%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001644956
- Portfolio Value
- $33.3B (Q2 2026)
- SEC Filing
- 0001644956-26-000023 ↗ filed Aug 12, 2026
Holdings Value
Holdings 403 stocks · $33.3B
| TSM Taiwan Semiconductor-SP ADR | 7.09% | 4,936,408 | $2.4B | Reduce -10.5% |
| NVDA Nvidia Corp. | 5.17% | 8,599,021 | $1.7B | Reduce -3.8% |
| GOOGL Alphabet Inc. Class A | 3.43% | 3,191,012 | $1.1B | Add +27.4% |
| AAPL Apple Inc. | 2.84% | 3,259,914 | $943.3M | Reduce -32.3% |
| AVGO Broadcom Inc. | 2.34% | 2,056,135 | $776.7M | Reduce -6.6% |
| MSFT Microsoft Corp. | 2.30% | 2,048,642 | $764.2M | Reduce -29.3% |
| META Meta Platforms Inc. Class A | 1.61% | 950,115 | $535.2M | Reduce -6.2% |
| AMZN Amazon.com Inc. | 1.42% | 1,987,085 | $473.6M | Reduce -37.2% |
| MA Mastercard Inc. Class A | 1.42% | 918,005 | $471.5M | Reduce -13.4% |
| AMD Advanced Micro Devices | 1.33% | 763,517 | $443.5M | Reduce -26.8% |
| AMAT Applied Materials Inc. | 1.08% | 497,946 | $360.0M | Add +1325.2% |
| GE General Electric filed as GE AEROSPACE | 0.89% | 790,801 | $295.5M | New |
| AZN Astrazeneca PLC | 0.85% | 1,514,795 | $283.2M | Reduce -22.0% |
| PRMB Primo Brands Corp. | 0.84% | 11,426,823 | $279.3M | Reduce -12.5% |
| P Everpure Inc. Class A | 0.82% | 3,455,381 | $272.2M | Add +19.9% |
| APH Amphenol Corp. Class A | 0.81% | 1,535,059 | $270.7M | Add +42.5% |
| LIN Linde PLC | 0.79% | 504,953 | $262.0M | Reduce -20.6% |
| ONTO Onto Innovation Inc. | 0.76% | 665,377 | $251.8M | Reduce -31.0% |
| BWA Borgwarner Inc. | 0.76% | 3,784,707 | $251.3M | Add +31.2% |
| CG The Carlyle Group Inc. | 0.75% | 5,914,905 | $249.1M | Reduce -6.1% |
| ARGX Argenx SE - ADR | 0.74% | 264,617 | $245.5M | Reduce -0.5% |
| MLI Mueller Industries Inc. | 0.73% | 1,986,139 | $244.2M | Reduce -5.9% |
| MNST Monster Beverage Corp. | 0.73% | 2,538,136 | $244.0M | Reduce -13.5% |
| FFIV F5 Inc. | 0.73% | 586,271 | $243.9M | Reduce -9.8% |
| BAP Credicorp Ltd. | 0.73% | 625,144 | $243.5M | Add +0.4% |
| CW Curtiss-Wright Corp. | 0.72% | 317,306 | $240.4M | Add +36.7% |
| ITUB Itau Unibanco H-Spon PRF ADR | 0.69% | 28,283,482 | $231.1M | Reduce -10.7% |
| SNOW Snowflake Inc. | 0.69% | 901,087 | $229.3M | Reduce -20.1% |
| TWST Twist Bioscience Corp. | 0.67% | 2,174,594 | $223.7M | Reduce -58.7% |
| TEVA Teva Pharmaceutical-SP ADR | 0.67% | 6,593,221 | $223.4M | Add +362.5% |
| UNH Unitedhealth Group Inc. | 0.65% | 523,387 | $217.5M | Reduce -22.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.65% | 281,409 | $214.8M | New |
| RRX Regal Rexnord Corp. | 0.64% | 891,139 | $212.3M | Add +6.4% |
| KRYS Krystal Biotech Inc. | 0.64% | 570,153 | $211.9M | Add +40.0% |
| CRS Carpenter Technology | 0.62% | 332,607 | $205.2M | Reduce -5.2% |
| POWI Power Integrations Inc. | 0.60% | 2,382,007 | $199.5M | Add +0.1% |
| NVT Nvent Electric PLC | 0.60% | 1,167,763 | $198.1M | Reduce -5.4% |
| GH Guardant Health Inc. | 0.59% | 1,311,320 | $196.7M | Add +37.9% |
| HALO Halozyme Therapeutics Inc. | 0.59% | 2,511,050 | $196.5M | Reduce -0.6% |
| TLN Talen Energy Corp. | 0.57% | 497,660 | $191.2M | Reduce -5.3% |
| TRU Transunion | 0.57% | 2,648,744 | $191.1M | Reduce -8.4% |
| CCJ Cameco Corp. | 0.57% | 1,858,735 | $189.3M | Add +10.5% |
| STRL Sterling Infrastructure Inc. | 0.56% | 223,697 | $187.8M | Reduce -30.8% |
| COST Costco Wholesale Corp. | 0.56% | 199,355 | $186.5M | Reduce -34.1% |
| ALHC Alignment Healthcare Inc. | 0.56% | 7,761,403 | $184.8M | Add +48.8% |
| CHRW C.H. Robinson Worldwide Inc. | 0.55% | 978,297 | $184.3M | Reduce -6.1% |
| STX Seagate Technology Holdings | 0.55% | 190,847 | $184.2M | New |
| DIOD Diodes Inc. | 0.55% | 1,682,686 | $184.2M | Add +281.1% |
| BWXT BWX Technologies Inc. | 0.55% | 941,233 | $183.2M | Reduce -4.1% |
| AKAM Akamai Technologies Inc. | 0.55% | 1,535,467 | $181.5M | Reduce -5.2% |
| BWIN Baldwin Insurance Group Inc./ filed as THE BALDWIN INSURANCE GRP IN | 0.54% | 6,732,965 | $179.0M | Reduce -0.9% |
| BSY Bentley Systems Inc. Class B | 0.53% | 5,942,507 | $177.6M | Add +78.8% |
| LSCC Lattice Semiconductor Corp. | 0.53% | 1,160,417 | $177.5M | Reduce -43.2% |
| MDGL Madrigal Pharmaceuticals Inc. | 0.52% | 324,123 | $174.0M | Reduce -4.8% |
| EG Everest Group Ltd. | 0.52% | 479,877 | $171.4M | Reduce -5.2% |
| A Agilent Technologies Inc. | 0.51% | 1,287,265 | $171.0M | Reduce -28.3% |
| ORLY O'reilly Automotive Inc. | 0.51% | 1,855,002 | $170.8M | Reduce -16.1% |
| DT Dynatrace Inc. | 0.51% | 3,857,741 | $169.4M | Add +19.5% |
| MIRM Mirum Pharmaceuticals Inc. | 0.49% | 1,404,741 | $164.5M | Add +318.5% |
| HQY Healthequity Inc. | 0.48% | 1,773,227 | $160.2M | Add +6.8% |
| IDXX Idexx Laboratories Inc. | 0.47% | 298,154 | $157.0M | Reduce -15.2% |
| NOW ServiceNow Inc. | 0.46% | 1,551,192 | $154.0M | Reduce -34.6% |
| SYNA Synaptics Inc. | 0.46% | 1,239,622 | $154.0M | Reduce -21.9% |
| TXN Texas Instruments Inc. | 0.45% | 506,229 | $150.9M | Add +19.3% |
| SN Sharkninja Inc. | 0.45% | 986,806 | $150.3M | Reduce -8.1% |
| WST West Pharmaceutical Services | 0.45% | 417,309 | $149.8M | Add +950.5% |
| LOPE Grand Canyon Education Inc. | 0.45% | 1,038,828 | $148.7M | Add +6.0% |
| LFUS Littelfuse Inc. | 0.44% | 321,681 | $146.5M | Add +5.6% |
| CNQ Canadian Natural Resources | 0.43% | 3,635,082 | $143.7M | New |
| RS Reliance Inc. | 0.43% | 382,494 | $142.9M | Reduce -5.2% |
| TTE Totalenergies SE | 0.43% | 1,819,275 | $141.4M | Add +113.1% |
| FPS Forgent Power Solutions Class A | 0.42% | 2,516,270 | $140.6M | New |
| PTCT PTC Therapeutics Inc. | 0.42% | 1,722,688 | $140.5M | New |
| TKR Timken Co. | 0.42% | 954,839 | $138.8M | Add +18347.4% |
| CYTK Cytokinetics Inc. | 0.41% | 1,603,442 | $136.6M | Add +47.4% |
| LECO Lincoln Electric Holdings | 0.40% | 506,862 | $134.6M | Reduce -5.2% |
| EXP Eagle Materials Inc. | 0.39% | 576,712 | $129.8M | Reduce -8.5% |
| CLH Clean Harbors Inc. | 0.38% | 419,210 | $125.2M | Reduce -5.4% |
| NOVT Novanta Inc. | 0.37% | 765,867 | $124.3M | Reduce -2.2% |
| BIRK Birkenstock Holding PLC | 0.37% | 2,865,895 | $123.3M | Add +11.3% |
| FHN First Horizon Corp. | 0.37% | 4,808,223 | $123.3M | Reduce -4.9% |
| ETSY Etsy Inc. | 0.36% | 1,598,520 | $120.4M | New |
| TIGO Millicom Intl Cellular S.A. | 0.36% | 1,309,545 | $118.9M | Reduce -6.8% |
| DBD Diebold Nixdorf Inc. | 0.35% | 1,379,553 | $117.3M | Reduce -3.3% |
| GTX Garrett Motion Inc. | 0.35% | 3,232,883 | $117.1M | Reduce -43.9% |
| EHC Encompass Health Corp. | 0.35% | 1,151,085 | $116.4M | Add +43.3% |
| APPF Appfolio Inc. Class A | 0.35% | 721,826 | $115.7M | Add +12.2% |
| MAR Marriott International Class A | 0.34% | 300,872 | $111.5M | Add +255.5% |
| NBHC National Bank Hold Class A | 0.33% | 2,497,817 | $111.0M | Add +0.9% |
| CMG Chipotle Mexican Grill Inc. | 0.33% | 3,235,762 | $110.0M | Reduce -17.3% |
| SAIA Saia Inc. | 0.33% | 259,020 | $109.1M | Add +52.2% |
| RGEN Repligen Corp. | 0.32% | 788,571 | $107.6M | New |
| FRPT Freshpet Inc. | 0.32% | 1,810,994 | $107.1M | Reduce -0.1% |
| JAZZ Jazz Pharmaceuticals PLC | 0.32% | 436,893 | $105.3M | Add +516.4% |
| MLM Martin Marietta Materials | 0.32% | 181,902 | $104.9M | Reduce -33.2% |
| KNX Knight-Swift Transportation | 0.31% | 1,330,047 | $103.6M | Add +41.0% |
| WFRD Weatherford International PL | 0.31% | 1,260,878 | $102.8M | Add +117.4% |
| GMED Globus Medical Inc. Class A | 0.31% | 1,284,896 | $101.5M | Reduce -36.1% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.31% | 7,596,051 | $101.5M | Reduce -38.1% |
| HBM Hudbay Minerals Inc. | 0.30% | 4,215,842 | $99.5M | New |
Portfolio Sells Q1 2026 → Q2 2026
| MSFT Microsoft Corp. | Reduce -29.3% | 2.30% | −1.25 |
| AAPL Apple Inc. | Reduce -32.3% | 2.84% | −1.20 |
| AMZN Amazon.com Inc. | Reduce -37.2% | 1.42% | −0.75 |
| INTU Intuit Inc. | Reduce -75.2% | 0.10% | −0.66 |
| COHR Coherent Corp. | Sold out | 0.00% | −0.53 |
| DCI Donaldson Co. Inc. | Reduce -97.8% | 0.01% | −0.44 |
| COST Costco Wholesale Corp. | Reduce -34.1% | 0.56% | −0.44 |
| MELI MercadoLibre Inc. | Reduce -99.4% | 0.00% | −0.43 |
| TECH Bio-Techne Corp. | Reduce -99.8% | 0.00% | −0.42 |
| NXT Nextpower Inc. | Reduce -58.6% | 0.24% | −0.41 |
| AZN Astrazeneca PLC | Reduce -22.0% | 0.85% | −0.40 |
| VEEV Veeva Systems Inc. Class A | Sold out | 0.00% | −0.37 |
| DOCS Doximity Inc. Class A | Sold out | 0.00% | −0.37 |
| CAVA Cava Group Inc. | Reduce -52.2% | 0.27% | −0.37 |
| PLNT Planet Fitness Inc. Class A | Sold out | 0.00% | −0.36 |
| NOW ServiceNow Inc. | Reduce -34.6% | 0.46% | −0.36 |
| MA Mastercard Inc. Class A | Reduce -13.4% | 1.42% | −0.33 |
| CIEN Ciena Corp. | Reduce -66.4% | 0.20% | −0.31 |
| META Meta Platforms Inc. Class A | Reduce -6.2% | 1.61% | −0.31 |
| POOL Pool Corp. | Sold out | 0.00% | −0.30 |
| WMS Advanced Drainage Systems Inc. | Sold out | 0.00% | −0.30 |
| INSM Insmed Inc. | Reduce -30.2% | 0.20% | −0.29 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -38.1% | 0.31% | −0.28 |
| GMED Globus Medical Inc. Class A | Reduce -36.1% | 0.31% | −0.27 |
| PSN Parsons Corp. | Sold out | 0.00% | −0.27 |
| CG The Carlyle Group Inc. | Reduce -6.1% | 0.75% | −0.26 |
| LIN Linde PLC | Reduce -20.6% | 0.79% | −0.25 |
| CWST Casella Waste Systems Inc. Class A | Reduce -78.7% | 0.08% | −0.25 |
| TYL Tyler Technologies Inc. | Sold out | 0.00% | −0.24 |
| MLM Martin Marietta Materials | Reduce -33.2% | 0.32% | −0.21 |
| CPRT Copart Inc. | Reduce -28.1% | 0.27% | −0.21 |
| INSP Inspire Medical Systems Inc. | Sold out | 0.00% | −0.19 |
| FN Fabrinet | Reduce -63.9% | 0.10% | −0.18 |
| ITUB Itau Unibanco H-Spon PRF ADR | Reduce -10.7% | 0.69% | −0.18 |
| IDXX Idexx Laboratories Inc. | Reduce -15.2% | 0.47% | −0.18 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −0.17 |
| A Agilent Technologies Inc. | Reduce -28.3% | 0.51% | −0.16 |
| BRBR Bellring Brands Inc. | Sold out | 0.00% | −0.16 |
| ORLY O'reilly Automotive Inc. | Reduce -16.1% | 0.51% | −0.16 |
| TWST Twist Bioscience Corp. | Reduce -58.7% | 0.67% | −0.15 |
| GFI Gold Fields Ltd.-Spons ADR | Sold out | 0.00% | −0.15 |
| LPX Louisiana-Pacific Corp. | Sold out | 0.00% | −0.14 |
| BE Bloom Energy Corp. Class A | Sold out | 0.00% | −0.14 |
| FSV Firstservice Corp. | Reduce -47.6% | 0.13% | −0.14 |
| IWF iShares Russell 1000 Growth | Reduce -99.5% | 0.00% | −0.12 |
| BWXT BWX Technologies Inc. | Reduce -4.1% | 0.55% | −0.11 |
| VRSK Verisk Analytics Inc. | Reduce -21.6% | 0.23% | −0.11 |
| SILA Sila Realty Trust Inc. | Sold out | 0.00% | −0.11 |
| THR Thermon Group Holdings Inc. | Sold out | 0.00% | −0.11 |
| TGLS Tecnoglass Holdings Inc. | Reduce -59.0% | 0.07% | −0.10 |
Portfolio Buys Q1 2026 → Q2 2026
| GOOGL Alphabet Inc. Class A | Add +27.4% | 3.43% | +1.05 |
| AMAT Applied Materials Inc. | Add +1325.2% | 1.08% | +1.04 |
| GE General Electric | New | 0.89% | +0.89 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.65% | +0.65 |
| STX Seagate Technology Holdings | New | 0.55% | +0.55 |
| TEVA Teva Pharmaceutical-SP ADR | Add +362.5% | 0.67% | +0.53 |
| DIOD Diodes Inc. | Add +281.1% | 0.55% | +0.45 |
| CNQ Canadian Natural Resources | New | 0.43% | +0.43 |
| FPS Forgent Power Solutions Class A | New | 0.42% | +0.42 |
| PTCT PTC Therapeutics Inc. | New | 0.42% | +0.42 |
| WST West Pharmaceutical Services | Add +950.5% | 0.45% | +0.42 |
| TKR Timken Co. | Add +18347.4% | 0.42% | +0.42 |
| MIRM Mirum Pharmaceuticals Inc. | Add +318.5% | 0.49% | +0.39 |
| APH Amphenol Corp. Class A | Add +42.5% | 0.81% | +0.36 |
| ETSY Etsy Inc. | New | 0.36% | +0.36 |
| RGEN Repligen Corp. | New | 0.32% | +0.32 |
| GH Guardant Health Inc. | Add +37.9% | 0.59% | +0.30 |
| HBM Hudbay Minerals Inc. | New | 0.30% | +0.30 |
| KRYS Krystal Biotech Inc. | Add +40.0% | 0.64% | +0.29 |
| JAZZ Jazz Pharmaceuticals PLC | Add +516.4% | 0.32% | +0.27 |
| P Everpure Inc. Class A | Add +19.9% | 0.82% | +0.26 |
| ALHC Alignment Healthcare Inc. | Add +48.8% | 0.56% | +0.25 |
| MAR Marriott International Class A | Add +255.5% | 0.34% | +0.24 |
| BWA Borgwarner Inc. | Add +31.2% | 0.76% | +0.24 |
| AAOI Applied Optoelectronics Inc. | New | 0.22% | +0.22 |
| LRN Stride Inc. | New | 0.21% | +0.21 |
| CW Curtiss-Wright Corp. | Add +36.7% | 0.72% | +0.20 |
| POWI Power Integrations Inc. | Add +0.1% | 0.60% | +0.20 |
| TXN Texas Instruments Inc. | Add +19.3% | 0.45% | +0.18 |
| SPCX Space Exploration Techn Class A | New | 0.18% | +0.18 |
| CYTK Cytokinetics Inc. | Add +47.4% | 0.41% | +0.17 |
| CRCL Circle Internet Group Inc. | New | 0.16% | +0.16 |
| TTE Totalenergies SE | Add +113.1% | 0.43% | +0.16 |
| AMX America Movil Sab DE CV | New | 0.16% | +0.16 |
| BSY Bentley Systems Inc. Class B | Add +78.8% | 0.53% | +0.15 |
| VCYT Veracyte Inc. | Add +44.6% | 0.25% | +0.15 |
| KRMN Karman Holdings Inc. | New | 0.15% | +0.15 |
| PSMT Pricesmart Inc. | Add +413.5% | 0.16% | +0.13 |
| KNX Knight-Swift Transportation | Add +41.0% | 0.31% | +0.13 |
| JBTM JBT Marel Corp. | Add +176.8% | 0.20% | +0.13 |
| SAIA Saia Inc. | Add +52.2% | 0.33% | +0.13 |
| WFRD Weatherford International PL | Add +117.4% | 0.31% | +0.13 |
| WGS Genedx Holdings Corp. | Add +80.7% | 0.29% | +0.12 |
| RRX Regal Rexnord Corp. | Add +6.4% | 0.64% | +0.12 |
| PRIM Primoris Services Corp. | New | 0.12% | +0.12 |
| DT Dynatrace Inc. | Add +19.5% | 0.51% | +0.11 |
| VIST Vista Energy Sab DE CV | Add +123.9% | 0.24% | +0.10 |
| LFUS Littelfuse Inc. | Add +5.6% | 0.44% | +0.10 |
| OSIS Osi Systems Inc. | Add +121.0% | 0.25% | +0.10 |
| DPC DPC Holdings PLC | New | 0.09% | +0.09 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 403 | $33.3B | TSM, NVDA, GOOGL, AAPL, AVGO |
| Q1 2026 | 413 | $30.3B | TSM, NVDA, AAPL, MSFT, GOOGL |
| Q4 2025 | 413 | $35.9B | NVDA, TSM, MSFT, AAPL, AMZN |
| Q3 2025 | 414 | $38.7B | NVDA, MSFT, TSM, AAPL, AMZN |
| Q2 2025 | 417 | $37.7B | MSFT, NVDA, TSM, AMZN, AAPL |
| Q1 2025 | 423 | $35.6B | MSFT, NVDA, TSM, AMZN, AAPL |
| Q4 2024 | 433 | $40.9B | MSFT, NVDA, TSM, AMZN, AAPL |
| Q3 2024 | 412 | $40.5B | MSFT, NVDA, TSM, AAPL, AMZN |
| Q2 2024 | 411 | $38.1B | MSFT, NVDA, TSM, GOOGL, AMZN |
| Q1 2024 | 410 | $38.7B | MSFT, TSM, GOOGL, AMZN, NVDA |