William Blair Investment Management, LLC

Name: WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F holdings, Q2 2024
Creator: WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
Published: 2024-08-08

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q1 2024

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 8, 2024), William Blair Investment Management, LLC reported 411 stock positions worth $38.1 billion. Its top holding was Microsoft (MSFT) at 5.3% of the portfolio, followed by Nvidia (NVDA, 4.1%) and Taiwan Semiconductor-SP ADR (TSM, 4.1%). Compared with Q1 2024, it opened 48 new positions, sold out of 47, added to 125 and reduced 209. The biggest buy was a new position in Apple (AAPL) and the biggest sale CRH (CRH, shares −98%).

Most Recent 13F: Q2 2026
Location: CHICAGO, IL
CIK: 0001644956
Portfolio Value: $38.1B (Q2 2024)
SEC Filing: 0001644956-24-000006 ↗ filed Aug 8, 2024

Holdings Value

Holdings 411 stocks · $38.1B


MSFT Microsoft Corp.	5.28%	4,506,456	$2.0B	Add +4.1%
NVDA Nvidia Corp.	4.09%	12,606,000	$1.6B	Add +2.8%
TSM Taiwan Semiconductor-SP ADR	4.05%	8,893,346	$1.5B	Reduce -6.4%
GOOGL Alphabet Inc. Class A	3.78%	7,905,442	$1.4B	Add +2.8%
AMZN Amazon.com Inc.	3.42%	6,743,444	$1.3B	Add +6.2%
AAPL Apple Inc.	2.19%	3,961,485	$834.4M	New
MA Mastercard Inc. Class A	1.74%	1,500,869	$662.1M	Add +2.3%
MELI MercadoLibre Inc.	1.38%	320,723	$527.1M	Reduce -11.6%
LIN Linde PLC	1.28%	1,115,949	$489.7M	Reduce -12.9%
CG The Carlyle Group Inc.	1.22%	11,545,457	$463.6M	Reduce -2.3%
NOW ServiceNow Inc.	0.99%	481,925	$379.1M	Add +26.4%
BWXT BWX Technologies Inc.	0.99%	3,971,518	$377.3M	Reduce -0.8%
INTU Intuit Inc.	0.97%	564,890	$371.3M	Add +11.0%
ICLR Icon PLC	0.95%	1,158,537	$363.2M	Add +0.9%
PANW Palo Alto Networks Inc.	0.89%	1,000,511	$339.2M	Add +8.0%
EHC Encompass Health Corp.	0.88%	3,889,004	$333.6M	Reduce -4.6%
UNH Unitedhealth Group Inc.	0.87%	649,419	$330.7M	Reduce -33.5%
TXN Texas Instruments Inc.	0.85%	1,666,886	$324.3M	Add +37.2%
ELF Elf Beauty Inc.	0.84%	1,512,180	$318.6M	Add +12.5%
CMG Chipotle Mexican Grill Inc.	0.83%	5,078,767	$318.2M	Reduce -6.7%
LRCX Lam Research Corp.	0.83%	296,781	$316.0M	Add +16.2%
ACN Accenture PLC Class A	0.82%	1,033,149	$313.5M	Reduce -27.3%
COST Costco Wholesale Corp.	0.82%	366,066	$311.2M	Add +2.7%
AMD Advanced Micro Devices	0.80%	1,874,029	$304.0M	Add +33.6%
ISRG Intuitive Surgical Inc.	0.77%	656,346	$292.0M	Reduce -24.0%
CRM Salesforce Inc.	0.76%	1,132,248	$291.1M	Reduce -18.8%
BCO The Brink's Co.	0.74%	2,770,415	$283.7M	Reduce -4.0%
CP Canadian Pacific Kansas City	0.71%	3,429,087	$270.0M	Reduce -6.4%
CWST Casella Waste Systems Inc. Class A	0.69%	2,666,749	$264.6M	Reduce -0.1%
CPRT Copart Inc.	0.69%	4,857,756	$263.1M	Reduce -11.7%
MMSI Merit Medical Systems Inc.	0.69%	3,053,461	$262.4M	Add +0.3%
CHE Chemed Corp.	0.68%	475,372	$257.9M	Add +2.8%
PDD PDD Holdings Inc.	0.65%	1,869,782	$248.6M	Add +0.4%
ZTS Zoetis Inc.	0.65%	1,429,294	$247.8M	Add +13.1%
UBER Uber Technologies Inc.	0.63%	3,315,306	$241.0M	Add +116.4%
ORLY O'reilly Automotive Inc.	0.63%	226,003	$238.7M	Add +0.6%
ACHC Acadia Healthcare Co. Inc.	0.62%	3,515,464	$237.4M	Add +20.8%
INSM Insmed Inc.	0.61%	3,469,728	$232.5M	Reduce -17.7%
MNST Monster Beverage Corp.	0.60%	4,607,828	$230.2M	Reduce -5.2%
WMS Advanced Drainage Systems Inc.	0.60%	1,430,091	$229.4M	Add +4.7%
TYL Tyler Technologies Inc.	0.60%	454,757	$228.6M	Reduce -1.5%
FRPT Freshpet Inc.	0.59%	1,740,355	$225.2M	Reduce -32.7%
APO Apollo Global Management Inc.	0.58%	1,883,601	$222.4M	Reduce -1.1%
ITUB Itau Unibanco H-Spon PRF ADR	0.58%	37,928,532	$221.5M	Add +14.8%
EG Everest Group Ltd.	0.58%	580,171	$221.1M	Add +30.2%
AXON Axon Enterprise Inc.	0.55%	716,967	$211.0M	Reduce -27.1%
NFE New Fortress Energy Inc.	0.55%	9,549,412	$209.9M	Add +7.1%
RACE Ferrari NV	0.55%	509,566	$208.1M	Reduce -9.7%
BFAM Bright Horizons Family Solut	0.54%	1,867,018	$205.5M	Reduce -4.4%
CCJ Cameco Corp.	0.54%	4,160,009	$204.7M	Add +6.8%
MLM Martin Marietta Materials	0.53%	374,811	$203.1M	Add +1.0%
NICE Nice Ltd. - Spon ADR	0.52%	1,153,028	$198.3M	Reduce -15.5%
DT Dynatrace Inc.	0.52%	4,427,723	$198.1M	Reduce -0.2%
CCK Crown Holdings Inc.	0.52%	2,650,883	$197.2M	Reduce -6.2%
CFLT Confluent Inc. Class A	0.51%	6,549,385	$193.4M	New
CWAN Clearwater Analytics HDS-A	0.51%	10,430,794	$193.2M	Add +0.6%
FLYW Flywire Corp.-Voting	0.50%	11,731,790	$192.3M	Add +125.1%
MZTI The Marzetti Company filed as LANCASTER COLONY CORP	0.50%	1,014,414	$191.7M	Reduce -24.5%
SN Sharkninja Inc.	0.50%	2,534,684	$190.5M	New
PODD Insulet Corp.	0.50%	942,254	$190.1M	Reduce -1.1%
CGNX Cognex Corp.	0.49%	4,018,539	$187.9M	Add +8.1%
NEOG Neogen Corp.	0.49%	12,013,072	$187.8M	Add +64.7%
LSCC Lattice Semiconductor Corp.	0.48%	3,163,064	$183.4M	Add +26.8%
DOCS Doximity Inc. Class A	0.47%	6,404,068	$179.1M	Add +15.8%
POOL Pool Corp.	0.46%	576,652	$177.2M	Reduce -11.0%
WAL Western Alliance Bancorp	0.46%	2,813,823	$176.8M	Add +0.8%
WSC Willscot Holdings Corp.	0.46%	4,643,901	$174.8M	Add +102.9%
GWRE Guidewire Software Inc.	0.46%	1,267,050	$174.7M	Reduce -19.2%
MRCY Mercury Systems Inc.	0.45%	6,416,449	$173.2M	Add +0.6%
BPMC Blueprint Medicines Corp.	0.45%	1,593,916	$171.8M	Reduce -6.7%
PLNT Planet Fitness Inc. Class A	0.44%	2,269,026	$167.0M	New
LYV Live Nation Entertainment Inc.	0.44%	1,778,948	$166.8M	Reduce -51.0%
VIRT Virtu Financial Inc. Class A	0.44%	7,416,619	$166.5M	Reduce -1.5%
EXAS Exact Sciences Corp.	0.43%	3,879,195	$163.9M	New
HDB HDFC Bank Ltd.-ADR	0.42%	2,502,917	$161.0M	Add +3.7%
EXLS Exlservice Holdings Inc.	0.42%	5,097,925	$159.9M	Add +46.5%
GTLS Chart Industries Inc.	0.42%	1,106,493	$159.7M	Reduce -15.7%
TWST Twist Bioscience Corp.	0.41%	3,184,386	$156.9M	Reduce -9.3%
NOVT Novanta Inc.	0.41%	960,152	$156.6M	Add +0.4%
CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC	0.40%	2,041,990	$151.4M	Reduce -4.8%
LRN Stride Inc.	0.39%	2,122,102	$149.6M	Add +20.1%
PEN Penumbra Inc.	0.39%	824,979	$148.5M	Reduce -1.1%
BLDR Builders Firstsource Inc.	0.38%	1,051,461	$145.5M	Add +1.2%
TREX Trex Company Inc.	0.38%	1,937,694	$143.6M	Reduce -1.0%
GMED Globus Medical Inc. Class A	0.37%	2,057,019	$140.9M	Reduce -8.0%
TENB Tenable Holdings Inc.	0.37%	3,228,968	$140.7M	Reduce -7.5%
A Agilent Technologies Inc.	0.35%	1,027,351	$133.2M	Add +16.9%
FSV Firstservice Corp.	0.34%	861,871	$131.3M	Add +0.8%
EXP Eagle Materials Inc.	0.34%	595,276	$129.4M	Add +4.9%
SHOP Shopify Inc. Class A	0.34%	1,956,787	$129.2M	Add +1.4%
FOLD Amicus Therapeutics Inc.	0.34%	13,003,363	$129.0M	Add +12.8%
CHDN Churchill Downs Inc.	0.33%	898,411	$125.4M	New
ONON On Holding AG Class A filed as ON HLDG AG	0.33%	3,215,444	$124.8M	Reduce -6.5%
ALRM Alarm.com Holdings Inc.	0.31%	1,880,084	$119.5M	Reduce -9.9%
BWIN Baldwin Insurance Group Inc./ filed as THE BALDWIN INSURANCE GRP IN	0.29%	3,083,281	$109.4M	Add +5.4%
BURL Burlington Stores Inc.	0.29%	453,743	$108.9M	Reduce -1.3%
VRNS Varonis Systems Inc.	0.28%	2,217,967	$106.4M	Add +1.1%
INSP Inspire Medical Systems Inc.	0.27%	770,413	$103.1M	Add +1.8%
ENTG Entegris Inc.	0.26%	726,745	$98.4M	Reduce -0.8%
GNRC Generac Holdings Inc.	0.26%	743,325	$98.3M	New

Show all 411 holdings

Portfolio Sells Q1 2024 → Q2 2024


CRH CRH PLC	Reduce -98.1%	0.01%	−0.61
SMCI Super Micro Computer Inc.	Sold out	0.00%	−0.59
LYV Live Nation Entertainment Inc.	Reduce -51.0%	0.44%	−0.56
LULU Lululemon Athletica Inc.	Sold out	0.00%	−0.54
TW Tradeweb Markets Inc. Class A	Sold out	0.00%	−0.49
FIVE Five Below	Reduce -96.6%	0.01%	−0.45
ACN Accenture PLC Class A	Reduce -27.3%	0.82%	−0.45
BLD Topbuild Corp.	Sold out	0.00%	−0.41
NICE Nice Ltd. - Spon ADR	Reduce -15.5%	0.52%	−0.40
UNH Unitedhealth Group Inc.	Reduce -33.5%	0.87%	−0.38
NKE Nike Inc. Class B	Reduce -96.0%	0.01%	−0.34
CRM Salesforce Inc.	Reduce -18.8%	0.76%	−0.32
RGEN Repligen Corp.	Sold out	0.00%	−0.30
EYE National Vision Holdings Inc.	Reduce -28.0%	0.22%	−0.29
HEI.A Heico Corp. Class A	Sold out	0.00%	−0.28
SBUX Starbucks Corp.	Sold out	0.00%	−0.27
SHLS Shoals Technologies Group -A	Reduce -81.4%	0.03%	−0.26
CRL Charles River Laboratories	Sold out	0.00%	−0.26
LIN Linde PLC	Reduce -12.9%	1.28%	−0.25
AXON Axon Enterprise Inc.	Reduce -27.1%	0.55%	−0.24
SITE Siteone Landscape Supply Inc.	Sold out	0.00%	−0.23
HQY Healthequity Inc.	Sold out	0.00%	−0.22
MZTI The Marzetti Company	Reduce -24.5%	0.50%	−0.22
CG The Carlyle Group Inc.	Reduce -2.3%	1.22%	−0.22
POOL Pool Corp.	Reduce -11.0%	0.46%	−0.21
SPSC SPS Commerce Inc.	Reduce -74.6%	0.07%	−0.21
FRPT Freshpet Inc.	Reduce -32.7%	0.59%	−0.18
TECH Bio-Techne Corp.	Reduce -47.8%	0.21%	−0.18
IBP Installed Building Products	Sold out	0.00%	−0.16
CSGP Costar Group Inc.	Reduce -27.0%	0.20%	−0.16
GLOB Globant SA	Reduce -47.2%	0.13%	−0.14
MNST Monster Beverage Corp.	Reduce -5.2%	0.60%	−0.14
GTLS Chart Industries Inc.	Reduce -15.7%	0.42%	−0.14
RYAAY Ryanair Holdings PLC-SP ADR	Reduce -24.7%	0.21%	−0.13
CPRT Copart Inc.	Reduce -11.7%	0.69%	−0.13
INFY Infosys Ltd.-SP ADR	Reduce -64.0%	0.08%	−0.13
CVX Chevron Corp.	Sold out	0.00%	−0.13
TREX Trex Company Inc.	Reduce -1.0%	0.38%	−0.13
PR Permian Resources Corp. Class A	Reduce -99.0%	0.00%	−0.13
CP Canadian Pacific Kansas City	Reduce -6.4%	0.71%	−0.13
ISRG Intuitive Surgical Inc.	Reduce -24.0%	0.77%	−0.13
STVN Stevanato Group SPA	Sold out	0.00%	−0.12
VEEV Veeva Systems Inc. Class A	Reduce -12.0%	0.26%	−0.11
AMBA Ambarella Inc.	Reduce -54.3%	0.10%	−0.11
SLVM Sylvamo Corp.	Reduce -52.7%	0.11%	−0.10
ONTO Onto Innovation Inc.	Reduce -71.3%	0.05%	−0.10
RRX Regal Rexnord Corp.	Reduce -10.9%	0.20%	−0.10
PEN Penumbra Inc.	Reduce -1.1%	0.39%	−0.09
CHX Championx Corp.	Sold out	0.00%	−0.09
RACE Ferrari NV	Reduce -9.7%	0.55%	−0.09

Portfolio Buys Q1 2024 → Q2 2024


AAPL Apple Inc.	New	2.19%	+2.19
NVDA Nvidia Corp.	Add +2.8%	4.09%	+1.22
GOOGL Alphabet Inc. Class A	Add +2.8%	3.78%	+0.78
MSFT Microsoft Corp.	Add +4.1%	5.28%	+0.58
CFLT Confluent Inc. Class A	New	0.51%	+0.51
SN Sharkninja Inc.	New	0.50%	+0.50
AMZN Amazon.com Inc.	Add +6.2%	3.42%	+0.46
PLNT Planet Fitness Inc. Class A	New	0.44%	+0.44
EXAS Exact Sciences Corp.	New	0.43%	+0.43
CHDN Churchill Downs Inc.	New	0.33%	+0.33
UBER Uber Technologies Inc.	Add +116.4%	0.63%	+0.33
TXN Texas Instruments Inc.	Add +37.2%	0.85%	+0.30
GNRC Generac Holdings Inc.	New	0.26%	+0.26
NOW ServiceNow Inc.	Add +26.4%	0.99%	+0.24
ALTR Altair Engineering Inc. Class A	New	0.24%	+0.24
LPX Louisiana-Pacific Corp.	New	0.24%	+0.24
PANW Palo Alto Networks Inc.	Add +8.0%	0.89%	+0.21
RRC Range Resources Corp.	New	0.21%	+0.21
NEOG Neogen Corp.	Add +64.7%	0.49%	+0.20
LRCX Lam Research Corp.	Add +16.2%	0.83%	+0.19
WSC Willscot Holdings Corp.	Add +102.9%	0.46%	+0.18
FLYW Flywire Corp.-Voting	Add +125.1%	0.50%	+0.17
ELF Elf Beauty Inc.	Add +12.5%	0.84%	+0.15
IBN Icici Bank Ltd.-Spon ADR	Add +162.4%	0.23%	+0.15
AMD Advanced Micro Devices	Add +33.6%	0.80%	+0.14
COST Costco Wholesale Corp.	Add +2.7%	0.82%	+0.14
FOXF Fox Factory Holding Corp.	New	0.14%	+0.14
WFRD Weatherford International PL	New	0.13%	+0.13
EXLS Exlservice Holdings Inc.	Add +46.5%	0.42%	+0.13
EG Everest Group Ltd.	Add +30.2%	0.58%	+0.12
INTU Intuit Inc.	Add +11.0%	0.97%	+0.12
MMYT Makemytrip Ltd.	Add +54.5%	0.24%	+0.11
LRN Stride Inc.	Add +20.1%	0.39%	+0.10
CCJ Cameco Corp.	Add +6.8%	0.54%	+0.10
ZTS Zoetis Inc.	Add +13.1%	0.65%	+0.10
LXP LXP Industrial Trust	New	0.10%	+0.10
MMSI Merit Medical Systems Inc.	Add +0.3%	0.69%	+0.09
PDD PDD Holdings Inc.	Add +0.4%	0.65%	+0.09
CGNX Cognex Corp.	Add +8.1%	0.49%	+0.09
DOCS Doximity Inc. Class A	Add +15.8%	0.47%	+0.09
OC Owens Corning	New	0.08%	+0.08
HELE Helen of Troy Ltd.	New	0.08%	+0.08
MRK Merck & Co. Inc.	New	0.08%	+0.08
MRX Marex UK Holdings Ltd.	New	0.08%	+0.08
ZETA Zeta Global Holdings Corp. Class A	New	0.08%	+0.08
TRU Transunion	New	0.07%	+0.07
HDB HDFC Bank Ltd.-ADR	Add +3.7%	0.42%	+0.07
AVGO Broadcom Inc.	New	0.07%	+0.07
IWF iShares Russell 1000 Growth	New	0.07%	+0.07
BWIN Baldwin Insurance Group Inc./	Add +5.4%	0.29%	+0.07

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