William Blair Investment Management, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 8, 2024), William Blair Investment Management, LLC reported 410 stock positions worth $38.7 billion. Its top holding was Microsoft (MSFT) at 4.7% of the portfolio, followed by Taiwan Semiconductor-SP ADR (TSM, 3.3%) and Alphabet Class A (GOOGL, 3.0%). Compared with Q4 2023, it opened 28 new positions, sold out of 24, added to 190 and reduced 191. The biggest buy was Nvidia (NVDA, shares +13%) and the biggest sale an exit from Toronto-Dominion Bank (TD).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001644956
- Portfolio Value
- $38.7B (Q1 2024)
- SEC Filing
- 0001644956-24-000004 ↗ filed May 8, 2024
Holdings Value
Holdings 410 stocks · $38.7B
| MSFT Microsoft Corp. | 4.71% | 4,327,738 | $1.8B | Add +10.3% |
| TSM Taiwan Semiconductor-SP ADR | 3.34% | 9,505,486 | $1.3B | Reduce -15.3% |
| GOOGL Alphabet Inc. Class A | 3.00% | 7,693,292 | $1.2B | Add +9.9% |
| AMZN Amazon.com Inc. | 2.96% | 6,352,107 | $1.1B | Add +9.9% |
| NVDA Nvidia Corp. | 2.86% | 1,225,834 | $1.1B | Add +13.1% |
| MA Mastercard Inc. Class A | 1.83% | 1,467,053 | $706.5M | Add +8.8% |
| LIN Linde PLC | 1.54% | 1,281,220 | $594.9M | Add +3.7% |
| CG The Carlyle Group Inc. | 1.43% | 11,819,403 | $554.4M | Add +6.5% |
| MELI MercadoLibre Inc. | 1.42% | 362,976 | $548.8M | Reduce -3.2% |
| ACN Accenture PLC Class A | 1.27% | 1,421,042 | $492.5M | Add +49.3% |
| UNH Unitedhealth Group Inc. | 1.25% | 977,346 | $483.5M | Add +21.4% |
| CRM Salesforce Inc. | 1.09% | 1,394,959 | $420.1M | Add +11.6% |
| BWXT BWX Technologies Inc. | 1.06% | 4,005,417 | $411.0M | Reduce -13.6% |
| ICLR Icon PLC | 1.00% | 1,147,970 | $385.7M | Add +0.3% |
| LYV Live Nation Entertainment Inc. | 0.99% | 3,633,791 | $384.3M | Add +12.0% |
| NICE Nice Ltd. - Spon ADR | 0.92% | 1,364,561 | $355.6M | Add +12.3% |
| ISRG Intuitive Surgical Inc. | 0.89% | 863,835 | $344.7M | Add +1.8% |
| EHC Encompass Health Corp. | 0.87% | 4,074,902 | $336.5M | Reduce -21.9% |
| INTU Intuit Inc. | 0.85% | 508,812 | $330.7M | Add +4.6% |
| CP Canadian Pacific Kansas City | 0.84% | 3,664,266 | $323.1M | Reduce -13.6% |
| CPRT Copart Inc. | 0.82% | 5,498,210 | $318.5M | Add +9.9% |
| CMG Chipotle Mexican Grill Inc. | 0.82% | 108,851 | $316.4M | Add +11.4% |
| AXON Axon Enterprise Inc. | 0.79% | 982,825 | $307.5M | Reduce -2.9% |
| FRPT Freshpet Inc. | 0.77% | 2,587,079 | $299.7M | Reduce -1.6% |
| CHE Chemed Corp. | 0.77% | 462,667 | $297.0M | Reduce -2.9% |
| NOW ServiceNow Inc. | 0.75% | 381,302 | $290.7M | Add +3.9% |
| MNST Monster Beverage Corp. | 0.74% | 4,859,680 | $288.1M | Add +34.1% |
| MZTI The Marzetti Company filed as LANCASTER COLONY CORP | 0.72% | 1,343,839 | $279.0M | Reduce -2.7% |
| NFE New Fortress Energy Inc. | 0.70% | 8,916,242 | $272.7M | Add +31.0% |
| BCO The Brink's Co. | 0.69% | 2,885,962 | $266.6M | Reduce -8.6% |
| CWST Casella Waste Systems Inc. Class A | 0.68% | 2,669,770 | $264.0M | Reduce -7.9% |
| ELF Elf Beauty Inc. | 0.68% | 1,343,913 | $263.4M | Reduce -28.2% |
| PANW Palo Alto Networks Inc. | 0.68% | 926,589 | $263.3M | Add +4.6% |
| POOL Pool Corp. | 0.68% | 648,048 | $261.5M | Reduce -2.8% |
| COST Costco Wholesale Corp. | 0.67% | 356,404 | $261.1M | Reduce -9.6% |
| ORLY O'reilly Automotive Inc. | 0.66% | 224,563 | $253.5M | Add +27.8% |
| AMD Advanced Micro Devices | 0.65% | 1,402,409 | $253.1M | Reduce -5.0% |
| LRCX Lam Research Corp. | 0.64% | 255,402 | $248.1M | Add +4.5% |
| RACE Ferrari NV | 0.64% | 564,120 | $245.9M | Reduce -8.3% |
| CRH CRH PLC | 0.62% | 2,770,729 | $239.0M | Add +9.9% |
| WMS Advanced Drainage Systems Inc. | 0.61% | 1,365,473 | $235.2M | Reduce -1.6% |
| ACHC Acadia Healthcare Co. Inc. | 0.60% | 2,911,394 | $230.6M | Reduce -2.3% |
| MMSI Merit Medical Systems Inc. | 0.60% | 3,042,949 | $230.5M | Reduce -19.7% |
| ITUB Itau Unibanco H-Spon PRF ADR | 0.59% | 33,040,433 | $229.0M | Add +191.9% |
| SMCI Super Micro Computer Inc. | 0.59% | 225,947 | $228.2M | Reduce -57.4% |
| MLM Martin Marietta Materials | 0.59% | 371,213 | $227.9M | Add +11.7% |
| CCK Crown Holdings Inc. | 0.58% | 2,826,399 | $224.0M | Add +2.0% |
| BFAM Bright Horizons Family Solut | 0.57% | 1,953,637 | $221.5M | Reduce -3.8% |
| BLDR Builders Firstsource Inc. | 0.56% | 1,038,943 | $216.7M | Reduce -12.9% |
| PDD PDD Holdings Inc. | 0.56% | 1,862,218 | $216.5M | Reduce -19.1% |
| GTLS Chart Industries Inc. | 0.56% | 1,312,372 | $216.2M | Reduce -2.4% |
| APO Apollo Global Management Inc. | 0.55% | 1,904,212 | $214.1M | Add +8.4% |
| ZTS Zoetis Inc. | 0.55% | 1,263,921 | $213.9M | Add +9.1% |
| TXN Texas Instruments Inc. | 0.55% | 1,215,024 | $211.7M | Add +26.9% |
| LULU Lululemon Athletica Inc. | 0.54% | 537,000 | $209.8M | Add +0.1% |
| DT Dynatrace Inc. | 0.53% | 4,437,497 | $206.1M | Reduce -1.5% |
| EYE National Vision Holdings Inc. | 0.51% | 8,886,190 | $196.9M | Reduce -9.7% |
| TYL Tyler Technologies Inc. | 0.51% | 461,477 | $196.1M | Add +9.9% |
| TREX Trex Company Inc. | 0.50% | 1,957,167 | $195.2M | Reduce -2.8% |
| LSCC Lattice Semiconductor Corp. | 0.50% | 2,494,932 | $195.2M | Add +78.7% |
| TW Tradeweb Markets Inc. Class A | 0.49% | 1,822,551 | $189.9M | Reduce -6.3% |
| MRCY Mercury Systems Inc. | 0.49% | 6,379,526 | $188.2M | Reduce -2.7% |
| PEN Penumbra Inc. | 0.48% | 833,703 | $186.1M | Add +12.2% |
| CWAN Clearwater Analytics HDS-A | 0.47% | 10,364,266 | $183.3M | Add +42.5% |
| GWRE Guidewire Software Inc. | 0.47% | 1,567,653 | $183.0M | Reduce -32.3% |
| FIVE Five Below | 0.46% | 990,012 | $179.6M | Reduce -1.0% |
| WAL Western Alliance Bancorp | 0.46% | 2,792,947 | $179.3M | Reduce -5.3% |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.46% | 2,144,807 | $178.5M | Reduce -1.9% |
| EG Everest Group Ltd. | 0.46% | 445,654 | $177.1M | Add +6.3% |
| TENB Tenable Holdings Inc. | 0.45% | 3,491,301 | $172.6M | Add +20.1% |
| CCJ Cameco Corp. | 0.44% | 3,894,813 | $168.7M | Reduce -4.4% |
| NOVT Novanta Inc. | 0.43% | 956,073 | $167.1M | Reduce -1.1% |
| PODD Insulet Corp. | 0.42% | 952,268 | $163.2M | Add +3.7% |
| INSP Inspire Medical Systems Inc. | 0.42% | 756,811 | $162.6M | Reduce -6.2% |
| BPMC Blueprint Medicines Corp. | 0.42% | 1,708,048 | $162.0M | Reduce -1.1% |
| CGNX Cognex Corp. | 0.41% | 3,716,623 | $157.7M | Add +41.4% |
| BLD Topbuild Corp. | 0.41% | 357,008 | $157.3M | Reduce -1.6% |
| VIRT Virtu Financial Inc. Class A | 0.40% | 7,530,769 | $154.5M | Reduce -9.1% |
| EXP Eagle Materials Inc. | 0.40% | 567,273 | $154.2M | Reduce -2.6% |
| TECH Bio-Techne Corp. | 0.40% | 2,172,225 | $152.9M | Reduce -2.8% |
| ALRM Alarm.com Holdings Inc. | 0.39% | 2,086,430 | $151.2M | Reduce -16.5% |
| SHOP Shopify Inc. Class A | 0.39% | 1,930,003 | $148.9M | Add +5918.3% |
| DOCS Doximity Inc. Class A | 0.38% | 5,530,386 | $148.8M | New |
| FSV Firstservice Corp. | 0.37% | 855,008 | $141.8M | Reduce -1.1% |
| VEEV Veeva Systems Inc. Class A | 0.37% | 609,918 | $141.3M | Add +33.0% |
| CSGP Costar Group Inc. | 0.36% | 1,443,228 | $139.4M | Reduce -14.0% |
| NKE Nike Inc. Class B | 0.35% | 1,453,360 | $136.6M | Add +10.3% |
| FOLD Amicus Therapeutics Inc. | 0.35% | 11,526,279 | $135.8M | Reduce -1.0% |
| HDB HDFC Bank Ltd.-ADR | 0.35% | 2,414,282 | $135.1M | Add +8.6% |
| RYAAY Ryanair Holdings PLC-SP ADR | 0.35% | 920,662 | $134.0M | Reduce -2.4% |
| FLYW Flywire Corp.-Voting | 0.33% | 5,212,192 | $129.3M | Add +8.8% |
| A Agilent Technologies Inc. | 0.33% | 878,986 | $127.9M | Add +35.6% |
| EVH Evolent Health Inc. Class A | 0.32% | 3,717,667 | $121.9M | Reduce -1.6% |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.31% | 3,440,148 | $121.7M | New |
| TWST Twist Bioscience Corp. | 0.31% | 3,509,202 | $120.4M | Reduce -1.1% |
| GMED Globus Medical Inc. Class A | 0.31% | 2,236,914 | $120.0M | Reduce -2.5% |
| UBER Uber Technologies Inc. | 0.30% | 1,532,140 | $118.0M | Add +20.9% |
| RGEN Repligen Corp. | 0.30% | 634,990 | $116.8M | Reduce -29.9% |
| RRX Regal Rexnord Corp. | 0.30% | 645,830 | $116.3M | Add +33.5% |
| NEOG Neogen Corp. | 0.30% | 7,295,376 | $115.1M | Reduce -3.2% |
Portfolio Sells Q4 2023 → Q1 2024
| TD Toronto-Dominion Bank | Sold out | 0.00% | −0.51 |
| PDD PDD Holdings Inc. | Reduce -19.1% | 0.56% | −0.42 |
| MELI MercadoLibre Inc. | Reduce -3.2% | 1.42% | −0.30 |
| GWRE Guidewire Software Inc. | Reduce -32.3% | 0.47% | −0.26 |
| MMSI Merit Medical Systems Inc. | Reduce -19.7% | 0.60% | −0.24 |
| FTI Technipfmc PLC | Reduce -68.0% | 0.13% | −0.23 |
| MRCY Mercury Systems Inc. | Reduce -2.7% | 0.49% | −0.21 |
| DT Dynatrace Inc. | Reduce -1.5% | 0.53% | −0.18 |
| RGEN Repligen Corp. | Reduce -29.9% | 0.30% | −0.17 |
| HEI.A Heico Corp. Class A | Reduce -34.8% | 0.28% | −0.17 |
| VRNS Varonis Systems Inc. | Reduce -32.5% | 0.27% | −0.16 |
| FIVE Five Below | Reduce -1.0% | 0.46% | −0.16 |
| NEOG Neogen Corp. | Reduce -3.2% | 0.30% | −0.14 |
| EHC Encompass Health Corp. | Reduce -21.9% | 0.87% | −0.14 |
| CP Canadian Pacific Kansas City | Reduce -13.6% | 0.84% | −0.14 |
| FOLD Amicus Therapeutics Inc. | Reduce -1.0% | 0.35% | −0.13 |
| HQY Healthequity Inc. | Reduce -41.4% | 0.22% | −0.12 |
| GLOB Globant SA | Reduce -8.6% | 0.27% | −0.12 |
| BCO The Brink's Co. | Reduce -8.6% | 0.69% | −0.12 |
| MTX Minerals Technologies Inc. | Sold out | 0.00% | −0.12 |
| TECH Bio-Techne Corp. | Reduce -2.8% | 0.40% | −0.11 |
| ELF Elf Beauty Inc. | Reduce -28.2% | 0.68% | −0.10 |
| MDRX Veradigm Inc. | Sold out | 0.00% | −0.10 |
| WAL Western Alliance Bancorp | Reduce -5.3% | 0.46% | −0.10 |
| PGTI PGT Innovations Inc. | Sold out | 0.00% | −0.10 |
| POOL Pool Corp. | Reduce -2.8% | 0.68% | −0.10 |
| CERT Certara Inc. | Reduce -18.8% | 0.26% | −0.10 |
| LOPE Grand Canyon Education Inc. | Reduce -53.9% | 0.07% | −0.09 |
| EYE National Vision Holdings Inc. | Reduce -9.7% | 0.51% | −0.09 |
| VIRT Virtu Financial Inc. Class A | Reduce -9.1% | 0.40% | −0.09 |
| INSM Insmed Inc. | Reduce -1.0% | 0.30% | −0.09 |
| PRGS Progress Software Corp. | Sold out | 0.00% | −0.09 |
| SBUX Starbucks Corp. | Reduce -10.1% | 0.27% | −0.09 |
| COST Costco Wholesale Corp. | Reduce -9.6% | 0.67% | −0.08 |
| AMBA Ambarella Inc. | Reduce -2.2% | 0.21% | −0.08 |
| ALRM Alarm.com Holdings Inc. | Reduce -16.5% | 0.39% | −0.08 |
| ACHC Acadia Healthcare Co. Inc. | Reduce -2.3% | 0.60% | −0.08 |
| CCJ Cameco Corp. | Reduce -4.4% | 0.44% | −0.07 |
| ENTG Entegris Inc. | Reduce -24.7% | 0.27% | −0.07 |
| TWST Twist Bioscience Corp. | Reduce -1.1% | 0.31% | −0.07 |
| SHC Sotera Health Co. | Reduce -46.7% | 0.03% | −0.07 |
| SP SP Plus Corp. | Sold out | 0.00% | −0.07 |
| CSGP Costar Group Inc. | Reduce -14.0% | 0.36% | −0.07 |
| DCO Ducommun Inc. | Sold out | 0.00% | −0.07 |
| INSP Inspire Medical Systems Inc. | Reduce -6.2% | 0.42% | −0.06 |
| GXO Gxo Logistics Inc. | Reduce -31.8% | 0.06% | −0.06 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -15.3% | 3.34% | −0.05 |
| KOS Kosmos Energy Ltd. | Reduce -1.6% | 0.18% | −0.05 |
| AIN Albany Intl Corp. Class A | Reduce -9.9% | 0.17% | −0.05 |
| EVH Evolent Health Inc. Class A | Reduce -1.6% | 0.32% | −0.05 |
Portfolio Buys Q4 2023 → Q1 2024
| NVDA Nvidia Corp. | Add +13.1% | 2.86% | +1.30 |
| MSFT Microsoft Corp. | Add +10.3% | 4.71% | +0.41 |
| AMZN Amazon.com Inc. | Add +9.9% | 2.96% | +0.41 |
| DOCS Doximity Inc. Class A | New | 0.38% | +0.38 |
| SHOP Shopify Inc. Class A | Add +5918.3% | 0.39% | +0.38 |
| ITUB Itau Unibanco H-Spon PRF ADR | Add +191.9% | 0.59% | +0.36 |
| ONON On Holding AG Class A | New | 0.31% | +0.31 |
| ACN Accenture PLC Class A | Add +49.3% | 1.27% | +0.30 |
| LRN Stride Inc. | New | 0.29% | +0.29 |
| PCOR Procore Technologies Inc. | New | 0.24% | +0.24 |
| LSCC Lattice Semiconductor Corp. | Add +78.7% | 0.50% | +0.22 |
| NICE Nice Ltd. - Spon ADR | Add +12.3% | 0.92% | +0.21 |
| BWIN Baldwin Insurance Group Inc./ | Add +1314.8% | 0.22% | +0.20 |
| ORLY O'reilly Automotive Inc. | Add +27.8% | 0.66% | +0.17 |
| CMG Chipotle Mexican Grill Inc. | Add +11.4% | 0.82% | +0.17 |
| GOOGL Alphabet Inc. Class A | Add +9.9% | 3.00% | +0.16 |
| TGLS Tecnoglass Holdings Inc. | Add +232.8% | 0.22% | +0.15 |
| MA Mastercard Inc. Class A | Add +8.8% | 1.83% | +0.15 |
| MNST Monster Beverage Corp. | Add +34.1% | 0.74% | +0.14 |
| KSPI JSC Kaspi.kz ADR | New | 0.13% | +0.13 |
| MMYT Makemytrip Ltd. | New | 0.13% | +0.13 |
| CRM Salesforce Inc. | Add +11.6% | 1.09% | +0.13 |
| TBBB BBB Foods Inc. Class A | New | 0.13% | +0.13 |
| CG The Carlyle Group Inc. | Add +6.5% | 1.43% | +0.12 |
| CRH CRH PLC | Add +9.9% | 0.62% | +0.11 |
| CPRT Copart Inc. | Add +9.9% | 0.82% | +0.11 |
| LYV Live Nation Entertainment Inc. | Add +12.0% | 0.99% | +0.11 |
| VEEV Veeva Systems Inc. Class A | Add +33.0% | 0.37% | +0.11 |
| MLM Martin Marietta Materials | Add +11.7% | 0.59% | +0.11 |
| GTX Garrett Motion Inc. | Add +168.3% | 0.18% | +0.10 |
| AVT Avnet Inc. | New | 0.09% | +0.09 |
| RRX Regal Rexnord Corp. | Add +33.5% | 0.30% | +0.09 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +75.9% | 0.16% | +0.09 |
| TSEM Tower Semiconductor Ltd. | New | 0.09% | +0.09 |
| CGNX Cognex Corp. | Add +41.4% | 0.41% | +0.09 |
| GPOR Gulfport Energy Corp. | New | 0.09% | +0.09 |
| LRCX Lam Research Corp. | Add +4.5% | 0.64% | +0.08 |
| BAP Credicorp Ltd. | Add +203.9% | 0.12% | +0.08 |
| UBER Uber Technologies Inc. | Add +20.9% | 0.30% | +0.08 |
| APO Apollo Global Management Inc. | Add +8.4% | 0.55% | +0.08 |
| CNM Core & Main Inc. Class A | New | 0.08% | +0.08 |
| RUSHA Rush Enterprises Inc. Class A | Add +239.1% | 0.11% | +0.08 |
| TXN Texas Instruments Inc. | Add +26.9% | 0.55% | +0.07 |
| A Agilent Technologies Inc. | Add +35.6% | 0.33% | +0.07 |
| AR Antero Resources Corp. | New | 0.07% | +0.07 |
| TFII Tfi International Inc. | Add +106.0% | 0.12% | +0.06 |
| WST West Pharmaceutical Services | New | 0.06% | +0.06 |
| LIN Linde PLC | Add +3.7% | 1.54% | +0.06 |
| ISRG Intuitive Surgical Inc. | Add +1.8% | 0.89% | +0.06 |
| TENB Tenable Holdings Inc. | Add +20.1% | 0.45% | +0.06 |
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 |