William Blair Investment Management, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 8, 2024), William Blair Investment Management, LLC reported 412 stock positions worth $40.5 billion. Its top holding was Microsoft (MSFT) at 4.8% of the portfolio, followed by Nvidia (NVDA, 3.8%) and Taiwan Semiconductor-SP ADR (TSM, 3.5%). Compared with Q2 2024, it opened 40 new positions, sold out of 39, added to 141 and reduced 231. The biggest buy was Meta Platforms Class A (META, shares +894%) and the biggest sale Alphabet Class A (GOOGL, shares −88%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001644956
- Portfolio Value
- $40.5B (Q3 2024)
- SEC Filing
- 0001644956-24-000009 ↗ filed Nov 8, 2024
Holdings Value
Holdings 412 stocks · $40.5B
| MSFT Microsoft Corp. | 4.84% | 4,562,478 | $2.0B | Add +1.2% |
| NVDA Nvidia Corp. | 3.82% | 12,759,381 | $1.5B | Add +1.2% |
| TSM Taiwan Semiconductor-SP ADR | 3.52% | 8,218,126 | $1.4B | Reduce -7.6% |
| AAPL Apple Inc. | 3.28% | 5,709,145 | $1.3B | Add +44.1% |
| AMZN Amazon.com Inc. | 3.15% | 6,847,996 | $1.3B | Add +1.6% |
| META Meta Platforms Inc. Class A | 2.23% | 1,580,813 | $904.9M | Add +894.0% |
| MA Mastercard Inc. Class A | 1.74% | 1,429,719 | $706.0M | Reduce -4.7% |
| MELI MercadoLibre Inc. | 1.67% | 328,956 | $675.0M | Add +2.6% |
| LIN Linde PLC | 1.41% | 1,195,238 | $570.0M | Add +7.1% |
| CG The Carlyle Group Inc. | 1.22% | 11,476,476 | $494.2M | Reduce -0.6% |
| NOW ServiceNow Inc. | 1.10% | 496,341 | $443.9M | Add +3.0% |
| ACN Accenture PLC Class A | 0.99% | 1,138,737 | $402.5M | Add +10.2% |
| AMD Advanced Micro Devices | 0.99% | 2,451,881 | $402.3M | Add +30.8% |
| UBER Uber Technologies Inc. | 0.92% | 4,947,157 | $371.8M | Add +49.2% |
| ICLR Icon PLC | 0.89% | 1,259,345 | $361.8M | Add +8.7% |
| UNH Unitedhealth Group Inc. | 0.88% | 611,830 | $357.7M | Reduce -5.8% |
| CMG Chipotle Mexican Grill Inc. | 0.88% | 6,187,519 | $356.5M | Add +21.8% |
| BWXT BWX Technologies Inc. | 0.85% | 3,164,062 | $343.9M | Reduce -20.3% |
| ISRG Intuitive Surgical Inc. | 0.83% | 688,715 | $338.3M | Add +4.9% |
| INTU Intuit Inc. | 0.81% | 527,421 | $327.5M | Reduce -6.6% |
| EHC Encompass Health Corp. | 0.79% | 3,303,826 | $319.3M | Reduce -15.1% |
| BCO The Brink's Co. | 0.79% | 2,756,065 | $318.7M | Reduce -0.5% |
| CRM Salesforce Inc. | 0.78% | 1,156,456 | $316.5M | Add +2.1% |
| COST Costco Wholesale Corp. | 0.75% | 341,865 | $303.1M | Reduce -6.6% |
| CPRT Copart Inc. | 0.75% | 5,781,435 | $302.9M | Add +19.0% |
| ZTS Zoetis Inc. | 0.73% | 1,513,269 | $295.7M | Add +5.9% |
| CHE Chemed Corp. | 0.72% | 485,782 | $291.9M | Add +2.2% |
| EXAS Exact Sciences Corp. | 0.72% | 4,284,953 | $291.9M | Add +10.5% |
| ITUB Itau Unibanco H-Spon PRF ADR | 0.71% | 43,053,697 | $286.3M | Add +13.5% |
| TXN Texas Instruments Inc. | 0.70% | 1,379,459 | $285.0M | Reduce -17.2% |
| DOCS Doximity Inc. Class A | 0.70% | 6,470,216 | $281.9M | Add +1.0% |
| ORLY O'reilly Automotive Inc. | 0.68% | 239,021 | $275.3M | Add +5.8% |
| PANW Palo Alto Networks Inc. | 0.67% | 792,699 | $270.9M | Reduce -20.8% |
| TRU Transunion | 0.67% | 2,581,245 | $270.3M | Add +573.7% |
| MRCY Mercury Systems Inc. | 0.67% | 7,299,512 | $270.1M | Add +13.8% |
| DT Dynatrace Inc. | 0.66% | 4,998,290 | $267.3M | Add +12.9% |
| CWST Casella Waste Systems Inc. Class A | 0.65% | 2,652,112 | $263.9M | Reduce -0.6% |
| RACE Ferrari NV | 0.65% | 559,132 | $262.9M | Add +9.7% |
| CWAN Clearwater Analytics HDS-A | 0.65% | 10,383,182 | $262.2M | Reduce -0.5% |
| BFAM Bright Horizons Family Solut | 0.64% | 1,837,692 | $257.5M | Reduce -1.6% |
| CCJ Cameco Corp. | 0.63% | 5,347,865 | $255.4M | Add +28.6% |
| LRCX Lam Research Corp. | 0.62% | 309,482 | $252.6M | Add +4.3% |
| EXLS Exlservice Holdings Inc. | 0.61% | 6,480,695 | $247.2M | Add +27.1% |
| A Agilent Technologies Inc. | 0.61% | 1,661,918 | $246.8M | Add +61.8% |
| SN Sharkninja Inc. | 0.60% | 2,236,708 | $243.2M | Reduce -11.8% |
| MNST Monster Beverage Corp. | 0.57% | 4,429,598 | $231.1M | Reduce -3.9% |
| ACHC Acadia Healthcare Co. Inc. | 0.57% | 3,629,704 | $230.2M | Add +3.3% |
| EG Everest Group Ltd. | 0.56% | 581,787 | $228.0M | Add +0.3% |
| WAL Western Alliance Bancorp | 0.56% | 2,624,999 | $227.0M | Reduce -6.7% |
| MLM Martin Marietta Materials | 0.55% | 415,475 | $223.6M | Add +10.8% |
| NEOG Neogen Corp. | 0.55% | 13,271,934 | $223.1M | Add +10.5% |
| CFLT Confluent Inc. Class A | 0.54% | 10,829,290 | $220.7M | Add +65.3% |
| APO Apollo Global Management Inc. | 0.53% | 1,733,408 | $216.5M | Reduce -8.0% |
| POOL Pool Corp. | 0.53% | 568,640 | $214.3M | Reduce -1.4% |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.51% | 2,393,689 | $205.4M | Add +17.2% |
| GWRE Guidewire Software Inc. | 0.51% | 1,121,068 | $205.1M | Reduce -11.5% |
| CP Canadian Pacific Kansas City | 0.50% | 2,375,095 | $203.2M | Reduce -30.7% |
| FRPT Freshpet Inc. | 0.49% | 1,466,528 | $200.6M | Reduce -15.7% |
| PRMW Primo Water Corp. | 0.49% | 7,792,292 | $196.8M | Add +416.6% |
| NICE Nice Ltd. - Spon ADR | 0.48% | 1,129,532 | $196.2M | Reduce -2.0% |
| INSP Inspire Medical Systems Inc. | 0.47% | 906,349 | $191.3M | Add +17.6% |
| PEN Penumbra Inc. | 0.47% | 981,309 | $190.7M | Add +18.9% |
| FLYW Flywire Corp.-Voting | 0.47% | 11,575,864 | $189.7M | Reduce -1.3% |
| PODD Insulet Corp. | 0.46% | 809,523 | $188.4M | Reduce -14.1% |
| TYL Tyler Technologies Inc. | 0.46% | 319,672 | $186.6M | Reduce -29.7% |
| CGNX Cognex Corp. | 0.46% | 4,586,121 | $185.7M | Add +14.1% |
| WSC Willscot Holdings Corp. | 0.45% | 4,890,676 | $183.9M | Add +5.3% |
| CCK Crown Holdings Inc. | 0.45% | 1,916,030 | $183.7M | Reduce -27.7% |
| PLNT Planet Fitness Inc. Class A | 0.45% | 2,243,982 | $182.3M | Reduce -1.1% |
| LSCC Lattice Semiconductor Corp. | 0.44% | 3,394,871 | $180.2M | Add +7.3% |
| WMS Advanced Drainage Systems Inc. | 0.44% | 1,143,479 | $179.7M | Reduce -20.0% |
| LRN Stride Inc. | 0.44% | 2,091,333 | $178.4M | Reduce -1.4% |
| ELF Elf Beauty Inc. | 0.44% | 1,636,028 | $178.4M | Add +8.2% |
| INSM Insmed Inc. | 0.44% | 2,420,908 | $176.7M | Reduce -30.2% |
| MANH Manhattan Associates Inc. | 0.43% | 624,427 | $175.7M | New |
| NOVT Novanta Inc. | 0.43% | 964,480 | $172.6M | Add +0.5% |
| ACVA Acv Auctions Inc. Class A | 0.42% | 8,446,815 | $171.7M | Add +68.5% |
| MZTI The Marzetti Company filed as LANCASTER COLONY CORP | 0.42% | 972,486 | $171.7M | Reduce -4.1% |
| EXP Eagle Materials Inc. | 0.42% | 586,185 | $168.6M | Reduce -1.5% |
| NVT Nvent Electric PLC | 0.41% | 2,380,715 | $167.3M | New |
| LYV Live Nation Entertainment Inc. | 0.41% | 1,525,326 | $167.0M | Reduce -14.3% |
| HDB HDFC Bank Ltd.-ADR | 0.41% | 2,667,120 | $166.8M | Add +6.6% |
| FOLD Amicus Therapeutics Inc. | 0.41% | 15,582,962 | $166.4M | Add +19.8% |
| AZEK The Azek Co. Inc. | 0.41% | 3,543,851 | $165.9M | New |
| GTLS Chart Industries Inc. | 0.41% | 1,333,252 | $165.5M | Add +20.5% |
| TENB Tenable Holdings Inc. | 0.41% | 4,073,514 | $165.1M | Add +26.2% |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.39% | 3,169,543 | $159.0M | Reduce -1.4% |
| SE Sea Ltd.-ADR | 0.39% | 1,685,649 | $158.9M | New |
| FSV Firstservice Corp. | 0.39% | 866,152 | $158.0M | Add +0.5% |
| TWST Twist Bioscience Corp. | 0.39% | 3,477,295 | $157.1M | Add +9.2% |
| GOOGL Alphabet Inc. Class A | 0.39% | 942,610 | $156.3M | Reduce -88.1% |
| BPMC Blueprint Medicines Corp. | 0.38% | 1,674,799 | $154.9M | Add +5.1% |
| TPG TPG Inc. | 0.37% | 2,618,705 | $150.7M | New |
| RRX Regal Rexnord Corp. | 0.36% | 884,474 | $146.7M | Add +53.7% |
| SHOP Shopify Inc. Class A | 0.36% | 1,803,521 | $144.5M | Reduce -7.8% |
| CHDN Churchill Downs Inc. | 0.36% | 1,066,552 | $144.2M | Add +18.7% |
| MMSI Merit Medical Systems Inc. | 0.35% | 1,438,532 | $142.2M | Reduce -52.9% |
| VEEV Veeva Systems Inc. Class A | 0.35% | 675,643 | $141.8M | Add +25.8% |
| ALTR Altair Engineering Inc. Class A | 0.35% | 1,471,184 | $140.5M | Add +57.5% |
| EVH Evolent Health Inc. Class A | 0.34% | 4,939,306 | $139.7M | Reduce -1.7% |
Portfolio Sells Q2 2024 → Q3 2024
| GOOGL Alphabet Inc. Class A | Reduce -88.1% | 0.39% | −3.39 |
| AXON Axon Enterprise Inc. | Sold out | 0.00% | −0.55 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -7.6% | 3.52% | −0.53 |
| BLDR Builders Firstsource Inc. | Sold out | 0.00% | −0.38 |
| TREX Trex Company Inc. | Sold out | 0.00% | −0.38 |
| MMSI Merit Medical Systems Inc. | Reduce -52.9% | 0.35% | −0.34 |
| PDD PDD Holdings Inc. | Reduce -49.2% | 0.32% | −0.34 |
| ENTG Entegris Inc. | Sold out | 0.00% | −0.26 |
| GNRC Generac Holdings Inc. | Sold out | 0.00% | −0.26 |
| VIRT Virtu Financial Inc. Class A | Reduce -66.5% | 0.19% | −0.25 |
| ALRM Alarm.com Holdings Inc. | Reduce -70.0% | 0.08% | −0.24 |
| PANW Palo Alto Networks Inc. | Reduce -20.8% | 0.67% | −0.22 |
| EYE National Vision Holdings Inc. | Reduce -99.7% | 0.00% | −0.22 |
| RYAAY Ryanair Holdings PLC-SP ADR | Sold out | 0.00% | −0.21 |
| CP Canadian Pacific Kansas City | Reduce -30.7% | 0.50% | −0.21 |
| PCOR Procore Technologies Inc. | Sold out | 0.00% | −0.19 |
| INSM Insmed Inc. | Reduce -30.2% | 0.44% | −0.17 |
| CNI Canadian Natl Railway Co. | Sold out | 0.00% | −0.17 |
| INTU Intuit Inc. | Reduce -6.6% | 0.81% | −0.17 |
| WMS Advanced Drainage Systems Inc. | Reduce -20.0% | 0.44% | −0.16 |
| TXN Texas Instruments Inc. | Reduce -17.2% | 0.70% | −0.15 |
| EEFT Euronet Worldwide Inc. | Reduce -64.0% | 0.07% | −0.14 |
| CERT Certara Inc. | Reduce -69.3% | 0.05% | −0.14 |
| BWXT BWX Technologies Inc. | Reduce -20.3% | 0.85% | −0.14 |
| ATKR Atkore Inc. | Sold out | 0.00% | −0.14 |
| TYL Tyler Technologies Inc. | Reduce -29.7% | 0.46% | −0.14 |
| KSPI JSC Kaspi.kz ADR | Sold out | 0.00% | −0.13 |
| CALM Cal-Maine Foods Inc. | Sold out | 0.00% | −0.11 |
| FRPT Freshpet Inc. | Reduce -15.7% | 0.49% | −0.10 |
| GMED Globus Medical Inc. Class A | Reduce -23.4% | 0.28% | −0.09 |
| EHC Encompass Health Corp. | Reduce -15.1% | 0.79% | −0.09 |
| STAG Stag Industrial Inc. | Reduce -99.2% | 0.00% | −0.08 |
| MZTI The Marzetti Company | Reduce -4.1% | 0.42% | −0.08 |
| SPSC SPS Commerce Inc. | Sold out | 0.00% | −0.07 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −0.07 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.07 |
| COST Costco Wholesale Corp. | Reduce -6.6% | 0.75% | −0.07 |
| CNM Core & Main Inc. Class A | Sold out | 0.00% | −0.07 |
| SLVM Sylvamo Corp. | Reduce -63.7% | 0.05% | −0.07 |
| AMAT Applied Materials Inc. | Reduce -42.5% | 0.06% | −0.06 |
| CCK Crown Holdings Inc. | Reduce -27.7% | 0.45% | −0.06 |
| ITGR Integer Holdings Corp. | Sold out | 0.00% | −0.06 |
| SPB Spectrum Brands Holdings Inc. | Sold out | 0.00% | −0.06 |
| MIRM Mirum Pharmaceuticals Inc. | Sold out | 0.00% | −0.06 |
| VRRM Verra Mobility Corp. | Reduce -21.8% | 0.18% | −0.06 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.06 |
| P Everpure Inc. Class A | Reduce -69.6% | 0.02% | −0.06 |
| VITL Vital Farms Inc. | Reduce -19.8% | 0.07% | −0.06 |
| GLDD Great Lakes Dredge & Dock Co. | Sold out | 0.00% | −0.06 |
| PRO Pros Holdings Inc. | Sold out | 0.00% | −0.06 |
Portfolio Buys Q2 2024 → Q3 2024
| META Meta Platforms Inc. Class A | Add +894.0% | 2.23% | +2.02 |
| AAPL Apple Inc. | Add +44.1% | 3.28% | +1.09 |
| TRU Transunion | Add +573.7% | 0.67% | +0.59 |
| MANH Manhattan Associates Inc. | New | 0.43% | +0.43 |
| NVT Nvent Electric PLC | New | 0.41% | +0.41 |
| AZEK The Azek Co. Inc. | New | 0.41% | +0.41 |
| PRMW Primo Water Corp. | Add +416.6% | 0.49% | +0.40 |
| SE Sea Ltd.-ADR | New | 0.39% | +0.39 |
| TPG TPG Inc. | New | 0.37% | +0.37 |
| EXAS Exact Sciences Corp. | Add +10.5% | 0.72% | +0.29 |
| UBER Uber Technologies Inc. | Add +49.2% | 0.92% | +0.29 |
| MELI MercadoLibre Inc. | Add +2.6% | 1.67% | +0.28 |
| A Agilent Technologies Inc. | Add +61.8% | 0.61% | +0.26 |
| AVTR Avantor Inc. | Add +361.6% | 0.31% | +0.25 |
| CRDO Credo Technology Group Holdi | New | 0.23% | +0.23 |
| DOCS Doximity Inc. Class A | Add +1.0% | 0.70% | +0.23 |
| PSN Parsons Corp. | New | 0.22% | +0.22 |
| MRCY Mercury Systems Inc. | Add +13.8% | 0.67% | +0.21 |
| INSP Inspire Medical Systems Inc. | Add +17.6% | 0.47% | +0.20 |
| AMD Advanced Micro Devices | Add +30.8% | 0.99% | +0.20 |
| TEVA Teva Pharmaceutical-SP ADR | New | 0.19% | +0.19 |
| EXLS Exlservice Holdings Inc. | Add +27.1% | 0.61% | +0.19 |
| ACVA Acv Auctions Inc. Class A | Add +68.5% | 0.42% | +0.18 |
| ACN Accenture PLC Class A | Add +10.2% | 0.99% | +0.17 |
| RRX Regal Rexnord Corp. | Add +53.7% | 0.36% | +0.16 |
| DT Dynatrace Inc. | Add +12.9% | 0.66% | +0.14 |
| CB Chubb Ltd. | New | 0.13% | +0.13 |
| ACGL Arch Capital Group Ltd. | Add +21952.8% | 0.13% | +0.13 |
| ITUB Itau Unibanco H-Spon PRF ADR | Add +13.5% | 0.71% | +0.13 |
| LIN Linde PLC | Add +7.1% | 1.41% | +0.12 |
| FOXF Fox Factory Holding Corp. | Add +130.4% | 0.26% | +0.12 |
| CF CF Industries Holdings Inc. | Add +17.2% | 0.51% | +0.11 |
| ALTR Altair Engineering Inc. Class A | Add +57.5% | 0.35% | +0.11 |
| RACE Ferrari NV | Add +9.7% | 0.65% | +0.10 |
| NOW ServiceNow Inc. | Add +3.0% | 1.10% | +0.10 |
| ESE Esco Technologies Inc. | New | 0.09% | +0.09 |
| CCJ Cameco Corp. | Add +28.6% | 0.63% | +0.09 |
| VEEV Veeva Systems Inc. Class A | Add +25.8% | 0.35% | +0.09 |
| WNS WNS Holdings Ltd. | Add +204.8% | 0.14% | +0.09 |
| VRTX Vertex Pharmaceuticals Inc. | New | 0.09% | +0.09 |
| REXR Rexford Industrial Realty Inc. | New | 0.09% | +0.09 |
| PEN Penumbra Inc. | Add +18.9% | 0.47% | +0.08 |
| ZTS Zoetis Inc. | Add +5.9% | 0.73% | +0.08 |
| DBRG Digitalbridge Group Inc. | Add +1196.6% | 0.08% | +0.08 |
| MOD Modine Manufacturing Co. | New | 0.08% | +0.08 |
| CACI Caci International Inc. Class A | New | 0.07% | +0.07 |
| FOLD Amicus Therapeutics Inc. | Add +19.8% | 0.41% | +0.07 |
| AGYS Agilysys Inc. | Add +130.6% | 0.13% | +0.07 |
| ISRG Intuitive Surgical Inc. | Add +4.9% | 0.83% | +0.07 |
| HAE Haemonetics Corp. | New | 0.07% | +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 |