William Blair Investment Management, LLC

Name: WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F holdings, Q4 2024
Creator: WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
Published: 2025-02-10

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

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 10, 2025), William Blair Investment Management, LLC reported 433 stock positions worth $40.9 billion. Its top holding was Microsoft (MSFT) at 4.6% of the portfolio, followed by Nvidia (NVDA, 4.4%) and Taiwan Semiconductor-SP ADR (TSM, 3.7%). Compared with Q3 2024, it opened 50 new positions, sold out of 29, added to 221 and reduced 159. The biggest buy was a new position in Yum China (YUMC) and the biggest sale Icon (ICLR, shares −100%).

Most Recent 13F: Q2 2026
Location: CHICAGO, IL
CIK: 0001644956
Portfolio Value: $40.9B (Q4 2024)
SEC Filing: 0001644956-25-000002 ↗ filed Feb 10, 2025

Holdings Value

Holdings 433 stocks · $40.9B


MSFT Microsoft Corp.	4.56%	4,431,154	$1.9B	Reduce -2.9%
NVDA Nvidia Corp.	4.36%	13,279,405	$1.8B	Add +4.1%
TSM Taiwan Semiconductor-SP ADR	3.72%	7,722,040	$1.5B	Reduce -6.0%
AMZN Amazon.com Inc.	3.66%	6,834,497	$1.5B	Reduce -0.2%
AAPL Apple Inc.	3.12%	5,104,490	$1.3B	Reduce -10.6%
META Meta Platforms Inc. Class A	2.38%	1,663,794	$974.2M	Add +5.3%
MA Mastercard Inc. Class A	1.85%	1,436,404	$756.4M	Add +0.5%
CG The Carlyle Group Inc.	1.63%	13,249,941	$669.0M	Add +15.4%
MELI MercadoLibre Inc.	1.07%	258,476	$439.5M	Reduce -21.4%
NOW ServiceNow Inc.	1.05%	404,176	$428.5M	Reduce -18.6%
LIN Linde PLC	1.01%	985,404	$412.6M	Reduce -17.6%
CRM Salesforce Inc.	0.96%	1,177,866	$393.8M	Add +1.9%
CPRT Copart Inc.	0.94%	6,671,424	$382.9M	Add +15.4%
CMG Chipotle Mexican Grill Inc.	0.92%	6,225,731	$375.4M	Add +0.6%
INTU Intuit Inc.	0.90%	583,581	$366.8M	Add +10.7%
PRMB Primo Brands Corp.	0.84%	11,161,870	$343.5M	Add +43.2%
UNH Unitedhealth Group Inc.	0.82%	662,775	$335.3M	Add +8.3%
DOCS Doximity Inc. Class A	0.81%	6,225,933	$332.4M	Reduce -3.8%
ACN Accenture PLC Class A	0.81%	939,423	$330.5M	Reduce -17.5%
TRU Transunion	0.76%	3,370,742	$312.5M	Add +30.6%
COST Costco Wholesale Corp.	0.75%	337,185	$309.0M	Reduce -1.4%
CFLT Confluent Inc. Class A	0.74%	10,799,681	$302.0M	Reduce -0.3%
ELF Elf Beauty Inc.	0.71%	2,305,349	$289.4M	Add +40.9%
CWST Casella Waste Systems Inc. Class A	0.68%	2,640,498	$279.4M	Reduce -0.4%
ORLY O'reilly Automotive Inc.	0.68%	235,256	$279.0M	Reduce -1.6%
SN Sharkninja Inc.	0.67%	2,827,340	$275.3M	Add +26.4%
MRCY Mercury Systems Inc.	0.66%	6,432,601	$270.2M	Reduce -11.9%
DT Dynatrace Inc.	0.65%	4,862,487	$264.3M	Reduce -2.7%
BFAM Bright Horizons Family Solut	0.64%	2,370,336	$262.8M	Add +29.0%
ACVA Acv Auctions Inc. Class A	0.64%	12,099,686	$261.4M	Add +43.3%
CWAN Clearwater Analytics HDS-A	0.63%	9,411,306	$259.0M	Reduce -9.4%
LRN Stride Inc.	0.63%	2,467,019	$256.4M	Add +18.0%
AMD Advanced Micro Devices	0.62%	2,118,127	$255.8M	Reduce -13.6%
RACE Ferrari NV	0.62%	594,657	$252.6M	Add +6.3%
CHE Chemed Corp.	0.61%	473,523	$250.9M	Reduce -2.5%
LRCX Lam Research Corp.	0.60%	3,410,320	$246.3M	Add +10.2%
YUMC Yum China Holdings Inc.	0.60%	5,063,332	$243.9M	New
TLN Talen Energy Corp.	0.59%	1,191,166	$240.0M	New
SE Sea Ltd.-ADR	0.58%	2,233,158	$236.9M	Add +32.5%
NFE New Fortress Energy Inc.	0.57%	15,567,055	$235.4M	Add +40.8%
LYV Live Nation Entertainment Inc.	0.57%	1,809,949	$234.4M	Add +18.7%
EG Everest Group Ltd.	0.57%	642,813	$233.0M	Add +10.5%
APO Apollo Global Management Inc.	0.56%	1,399,360	$231.1M	Reduce -19.3%
PANW Palo Alto Networks Inc.	0.56%	1,263,629	$229.9M	Reduce -20.3%
SHOP Shopify Inc. Class A	0.56%	2,150,751	$228.7M	Add +19.3%
EXLS Exlservice Holdings Inc.	0.56%	5,152,040	$228.6M	Reduce -20.5%
MLM Martin Marietta Materials	0.55%	438,202	$226.3M	Add +5.5%
UBER Uber Technologies Inc.	0.55%	3,722,571	$224.5M	Reduce -24.8%
A Agilent Technologies Inc.	0.54%	1,660,319	$223.0M	Reduce -0.1%
BCO The Brink's Co.	0.53%	2,323,668	$215.6M	Reduce -15.7%
WAL Western Alliance Bancorp	0.52%	2,565,566	$214.3M	Reduce -2.3%
FLYW Flywire Corp.-Voting	0.52%	10,332,671	$213.1M	Reduce -10.7%
WST West Pharmaceutical Services	0.51%	640,735	$209.9M	Add +731.8%
PEN Penumbra Inc.	0.51%	883,098	$209.7M	Reduce -10.0%
CGNX Cognex Corp.	0.51%	5,840,117	$209.4M	Add +27.3%
CCJ Cameco Corp.	0.51%	4,060,351	$208.7M	Reduce -24.1%
GTLS Chart Industries Inc.	0.51%	1,092,873	$208.6M	Reduce -18.0%
BAM Brookfield Asset Mgmt-A	0.50%	3,767,650	$204.2M	New
QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC	0.49%	2,013,368	$202.6M	New
MLI Mueller Industries Inc.	0.49%	2,537,498	$201.4M	New
CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC	0.49%	2,354,192	$200.9M	Reduce -1.6%
PLNT Planet Fitness Inc. Class A	0.49%	2,023,220	$200.0M	Reduce -9.8%
EXAS Exact Sciences Corp.	0.47%	3,444,511	$193.5M	Reduce -19.6%
MNST Monster Beverage Corp.	0.47%	3,652,853	$192.0M	Reduce -17.5%
BWIN Baldwin Insurance Group Inc./ filed as THE BALDWIN INSURANCE GRP IN	0.46%	4,907,589	$190.2M	Add +81.1%
POOL Pool Corp.	0.46%	553,461	$188.7M	Reduce -2.7%
WSC Willscot Holdings Corp.	0.45%	5,555,481	$185.8M	Add +13.6%
MANH Manhattan Associates Inc.	0.45%	682,013	$184.3M	Add +9.2%
TXN Texas Instruments Inc.	0.45%	979,075	$183.6M	Reduce -29.0%
NVT Nvent Electric PLC	0.43%	2,591,405	$176.6M	Add +8.8%
PODD Insulet Corp.	0.43%	676,309	$176.6M	Reduce -16.5%
IDXX Idexx Laboratories Inc.	0.43%	422,133	$174.5M	Add +701.6%
FTAI Ftai Aviation Ltd.	0.43%	1,210,582	$174.4M	New
NEOG Neogen Corp.	0.43%	14,346,759	$174.2M	Add +8.1%
DDOG Datadog Inc. Class A	0.42%	1,211,862	$173.2M	New
EHC Encompass Health Corp.	0.42%	1,862,219	$172.0M	Reduce -43.6%
BPMC Blueprint Medicines Corp.	0.41%	1,944,695	$169.6M	Add +16.1%
INSM Insmed Inc.	0.41%	2,433,443	$168.0M	Add +0.5%
VEEV Veeva Systems Inc. Class A	0.41%	796,304	$167.4M	Add +17.9%
INSP Inspire Medical Systems Inc.	0.41%	902,611	$167.3M	Reduce -0.4%
EPAM Epam Systems Inc.	0.41%	713,824	$166.9M	New
NICE Nice Ltd. - Spon ADR	0.40%	958,733	$162.8M	Reduce -15.1%
AZEK The Azek Co. Inc.	0.40%	3,407,329	$161.7M	Reduce -3.9%
HDB HDFC Bank Ltd.-ADR	0.39%	2,489,151	$158.9M	Reduce -6.7%
GOOGL Alphabet Inc. Class A	0.38%	830,704	$157.3M	Reduce -11.9%
P Everpure Inc. Class A filed as PURE STORAGE INC	0.38%	2,525,208	$155.1M	Add +1725.3%
BWXT BWX Technologies Inc.	0.37%	1,351,036	$150.5M	Reduce -57.3%
AVGO Broadcom Inc.	0.37%	647,615	$150.1M	Add +202.9%
NOVT Novanta Inc.	0.36%	975,841	$149.1M	Add +1.2%
FOLD Amicus Therapeutics Inc.	0.36%	15,597,698	$146.9M	Add +0.1%
MZTI The Marzetti Company filed as LANCASTER COLONY CORP	0.35%	838,368	$145.2M	Reduce -13.8%
ACHC Acadia Healthcare Co. Inc.	0.35%	3,628,043	$143.9M	Reduce -0.1%
FLUT Flutter Entertainment PLC-Di	0.34%	533,788	$138.0M	New
CHDN Churchill Downs Inc.	0.34%	1,032,920	$137.9M	Reduce -3.1%
TWST Twist Bioscience Corp.	0.33%	2,949,723	$137.1M	Reduce -15.2%
FSV Firstservice Corp.	0.33%	737,551	$133.5M	Reduce -14.8%
CW Curtiss-Wright Corp.	0.32%	373,730	$132.6M	New
RRX Regal Rexnord Corp.	0.32%	847,841	$131.5M	Reduce -4.1%
FRPT Freshpet Inc.	0.32%	886,618	$131.3M	Reduce -39.5%
CRDO Credo Technology Group Holdi	0.31%	1,876,758	$126.1M	Reduce -37.5%

Show all 433 holdings

Portfolio Sells Q3 2024 → Q4 2024


ICLR Icon PLC	Reduce -99.8%	0.00%	−0.89
ISRG Intuitive Surgical Inc.	Reduce -87.7%	0.11%	−0.73
ZTS Zoetis Inc.	Reduce -84.9%	0.09%	−0.64
MELI MercadoLibre Inc.	Reduce -21.4%	1.07%	−0.59
ITUB Itau Unibanco H-Spon PRF ADR	Reduce -67.3%	0.17%	−0.54
BWXT BWX Technologies Inc.	Reduce -57.3%	0.37%	−0.48
CCK Crown Holdings Inc.	Reduce -99.7%	0.00%	−0.45
TYL Tyler Technologies Inc.	Reduce -96.6%	0.02%	−0.45
LIN Linde PLC	Reduce -17.6%	1.01%	−0.40
ONON On Holding AG Class A	Sold out	0.00%	−0.39
UBER Uber Technologies Inc.	Reduce -24.8%	0.55%	−0.37
AMD Advanced Micro Devices	Reduce -13.6%	0.62%	−0.37
EHC Encompass Health Corp.	Reduce -43.6%	0.42%	−0.37
ALTR Altair Engineering Inc. Class A	Sold out	0.00%	−0.35
CP Canadian Pacific Kansas City	Reduce -56.5%	0.18%	−0.32
PDD PDD Holdings Inc.	Sold out	0.00%	−0.32
MSFT Microsoft Corp.	Reduce -2.9%	4.56%	−0.28
BCO The Brink's Co.	Reduce -15.7%	0.53%	−0.26
TXN Texas Instruments Inc.	Reduce -29.0%	0.45%	−0.25
GWRE Guidewire Software Inc.	Reduce -44.0%	0.26%	−0.25
EXAS Exact Sciences Corp.	Reduce -19.6%	0.47%	−0.25
ACHC Acadia Healthcare Co. Inc.	Reduce -0.1%	0.35%	−0.22
LSCC Lattice Semiconductor Corp.	Reduce -51.4%	0.23%	−0.22
EVH Evolent Health Inc. Class A	Reduce -3.2%	0.13%	−0.21
CSGP Costar Group Inc.	Sold out	0.00%	−0.20
MMSI Merit Medical Systems Inc.	Reduce -52.2%	0.16%	−0.19
VIRT Virtu Financial Inc. Class A	Sold out	0.00%	−0.19
ACN Accenture PLC Class A	Reduce -17.5%	0.81%	−0.19
FRPT Freshpet Inc.	Reduce -39.5%	0.32%	−0.17
EXP Eagle Materials Inc.	Reduce -29.5%	0.25%	−0.17
NE Noble Corp. PLC	Sold out	0.00%	−0.16
AAPL Apple Inc.	Reduce -10.6%	3.12%	−0.16
TENB Tenable Holdings Inc.	Reduce -35.2%	0.25%	−0.15
WMS Advanced Drainage Systems Inc.	Reduce -9.0%	0.29%	−0.15
BERY Berry Global Group Inc.	Reduce -99.1%	0.00%	−0.12
CCJ Cameco Corp.	Reduce -24.1%	0.51%	−0.12
FTI Technipfmc PLC	Sold out	0.00%	−0.11
CHE Chemed Corp.	Reduce -2.5%	0.61%	−0.11
PANW Palo Alto Networks Inc.	Reduce -20.3%	0.56%	−0.11
ZETA Zeta Global Holdings Corp. Class A	Sold out	0.00%	−0.11
MNST Monster Beverage Corp.	Reduce -17.5%	0.47%	−0.10
GLOB Globant SA	Sold out	0.00%	−0.09
SKY Champion Homes Inc.	Reduce -31.3%	0.16%	−0.09
NICE Nice Ltd. - Spon ADR	Reduce -15.1%	0.40%	−0.09
VERX Vertex Inc. Class A	Sold out	0.00%	−0.08
TPG TPG Inc.	Reduce -26.7%	0.29%	−0.08
MRK Merck & Co. Inc.	Sold out	0.00%	−0.08
ALRM Alarm.com Holdings Inc.	Sold out	0.00%	−0.08
TGLS Tecnoglass Holdings Inc.	Reduce -36.6%	0.20%	−0.08
PSN Parsons Corp.	Reduce -23.8%	0.15%	−0.07

Portfolio Buys Q3 2024 → Q4 2024


YUMC Yum China Holdings Inc.	New	0.60%	+0.60
TLN Talen Energy Corp.	New	0.59%	+0.59
NVDA Nvidia Corp.	Add +4.1%	4.36%	+0.53
BAM Brookfield Asset Mgmt-A	New	0.50%	+0.50
QTWO Q2 Holdings Inc.	New	0.49%	+0.49
MLI Mueller Industries Inc.	New	0.49%	+0.49
WST West Pharmaceutical Services	Add +731.8%	0.51%	+0.46
FTAI Ftai Aviation Ltd.	New	0.43%	+0.43
DDOG Datadog Inc. Class A	New	0.42%	+0.42
CG The Carlyle Group Inc.	Add +15.4%	1.63%	+0.41
EPAM Epam Systems Inc.	New	0.41%	+0.41
P Everpure Inc. Class A	Add +1725.3%	0.38%	+0.36
IDXX Idexx Laboratories Inc.	Add +701.6%	0.43%	+0.36
PRMB Primo Brands Corp.	Add +43.2%	0.84%	+0.35
FLUT Flutter Entertainment PLC-Di	New	0.34%	+0.34
NFE New Fortress Energy Inc.	Add +40.8%	0.57%	+0.33
CW Curtiss-Wright Corp.	New	0.32%	+0.32
GKOS Glaukos Corp.	New	0.30%	+0.30
SPOT Spotify Technology SA	New	0.29%	+0.29
MDGL Madrigal Pharmaceuticals Inc.	New	0.28%	+0.28
AVGO Broadcom Inc.	Add +202.9%	0.37%	+0.28
ELF Elf Beauty Inc.	Add +40.9%	0.71%	+0.27
ACVA Acv Auctions Inc. Class A	Add +43.3%	0.64%	+0.21
SHOP Shopify Inc. Class A	Add +19.3%	0.56%	+0.20
ONB Old National Bancorp	Add +172.1%	0.29%	+0.20
CPRT Copart Inc.	Add +15.4%	0.94%	+0.19
SE Sea Ltd.-ADR	Add +32.5%	0.58%	+0.19
LRN Stride Inc.	Add +18.0%	0.63%	+0.19
CRM Salesforce Inc.	Add +1.9%	0.96%	+0.18
RY Royal Bank of Canada	New	0.17%	+0.17
LYV Live Nation Entertainment Inc.	Add +18.7%	0.57%	+0.16
META Meta Platforms Inc. Class A	Add +5.3%	2.38%	+0.15
BWIN Baldwin Insurance Group Inc./	Add +81.1%	0.46%	+0.13
MIR Mirion Technologies Inc.	New	0.13%	+0.13
ASO Academy Sports & Outdoors Inc.	New	0.13%	+0.13
GGAL Grupo Financiero Galicia-ADR	Add +778.9%	0.14%	+0.13
WGS Genedx Holdings Corp.	New	0.13%	+0.13
OMF Onemain Holdings Inc.	New	0.11%	+0.11
YPF YPF S.A.-Sponsored ADR	New	0.11%	+0.11
MRX Marex UK Holdings Ltd.	Add +74.2%	0.19%	+0.11
MA Mastercard Inc. Class A	Add +0.5%	1.85%	+0.11
BANR Banner Corporation	Add +10213.3%	0.10%	+0.10
BMA Banco Macro SA-ADR	Add +136.1%	0.13%	+0.10
TRU Transunion	Add +30.6%	0.76%	+0.10
YOU Clear Secure Inc. Class A	New	0.09%	+0.09
RNST Renasant Corp.	New	0.09%	+0.09
VCEL Vericel Corp.	Add +66.3%	0.17%	+0.09
INTU Intuit Inc.	Add +10.7%	0.90%	+0.09
JPM JPMorgan Chase & Co.	New	0.08%	+0.08
CRH CRH PLC	Add +903.8%	0.09%	+0.08

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