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William Blair Investment Management, LLC Top Holdings and 13F Report (2025)

About William Blair Investment Management, LLC

Investment Activity

  • William Blair Investment Management, LLC has $37.68 billion in total holdings as of June 30, 2025.
  • William Blair Investment Management, LLC owns shares of 417 different stocks, but just 107 companies or ETFs make up 80% of its holdings.
  • Approximately 10.57% of the portfolio was purchased this quarter.
  • About 15.84% of the portfolio was sold this quarter.
  • This quarter, William Blair Investment Management, LLC has purchased 423 new stocks and bought additional shares in 118 stocks.
  • William Blair Investment Management, LLC sold shares of 256 stocks and completely divested from 44 stocks this quarter.

Largest Holdings

Microsoft
$1,980,547,836
NVIDIA
$1,938,915,381
Amazon.com
$1,184,783,445
Apple
$1,077,930,466

Largest New Holdings this Quarter

68389X105 - Oracle
$188,315,420 Holding
565394103 - MAPLEBEAR INC
$151,363,630 Holding
144285103 - Carpenter Technology
$134,789,697 Holding
07831C103 - BellRing Brands
$124,777,281 Holding
29977A105 - Evercore
$106,681,662 Holding

Largest Purchases this Quarter

O'Reilly Automotive
3,285,249 shares (about $296.10M)
Oracle
861,343 shares (about $188.32M)
BWX Technologies
1,273,895 shares (about $183.52M)
MAPLEBEAR INC
3,345,792 shares (about $151.36M)
Pure Storage
2,612,300 shares (about $150.42M)

Largest Sales this Quarter

e.l.f. Beauty
2,075,714 shares (about $258.30M)
Yum China
4,853,287 shares (about $217.16M)
Palo Alto Networks
1,035,967 shares (about $212.00M)
Blueprint Medicines
1,421,094 shares (about $182.16M)
Stride
1,218,542 shares (about $176.92M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofWilliam Blair Investment Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Microsoft Corporation stock logo
MSFT
Microsoft
$1,980,547,836$72,364,201 -3.5%3,981,7215.3%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,938,915,381$11,810,543 0.6%12,272,3935.1%Computer and Technology
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$1,500,243,658$167,514,263 -10.0%6,622,2554.0%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,184,783,445$157,473,315 -11.7%5,400,3533.1%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$1,077,930,466$2,963,270 0.3%5,253,8412.9%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,054,820,049$105,627,335 -9.1%1,429,1212.8%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$815,695,762$32,980,144 -3.9%2,959,1722.2%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$685,715,836$2,782,165 0.4%1,220,2651.8%Business Services
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$623,609,504$44,348,074 -6.6%238,5991.7%Retail/Wholesale
Sea Limited Sponsored ADR stock logo
SE
SEA
$574,021,132$14,376,177 -2.4%3,588,1471.5%Computer and Technology
Carlyle Group Inc. stock logo
CG
Carlyle Group
$511,401,965$114,211,977 -18.3%9,949,4551.4%Finance
TransUnion stock logo
TRU
TransUnion
$417,041,024$122,743,532 41.7%4,739,1031.1%Business Services
Intuit Inc. stock logo
INTU
Intuit
$407,307,981$46,063,763 -10.2%517,1311.1%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$372,697,561$22,675,566 6.5%376,4851.0%Retail/Wholesale
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$367,440,098$25,731,984 7.5%685,0881.0%Medical
ServiceNow, Inc. stock logo
NOW
ServiceNow
$360,412,978$16,740,227 -4.4%350,5691.0%Computer and Technology
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$352,421,208$29,530,464 -7.7%6,276,4240.9%Retail/Wholesale
TALEN ENERGY CORP
$320,365,152$3,259,822 -1.0%1,101,7820.9%COM
Doximity, Inc. stock logo
DOCS
Doximity
$320,157,628$38,946,422 13.8%5,219,3940.8%Medical
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$319,428,201$296,099,493 1,269.2%3,544,0830.8%Retail/Wholesale
PRIMO BRANDS CORPORATION
$314,051,470$23,676,125 -7.0%10,602,6830.8%CLASS A COM SHS
Datadog, Inc. stock logo
DDOG
Datadog
$291,640,639$51,760,976 21.6%2,171,0760.8%Computer and Technology
Cameco Corporation stock logo
CCJ
Cameco
$287,217,440$37,609,887 15.1%3,869,2910.8%Basic Materials
Spotify Technology stock logo
SPOT
Spotify Technology
$285,286,269$44,975,332 -13.6%371,7860.8%Computer and Technology
Pure Storage, Inc. stock logo
PSTG
Pure Storage
$283,687,217$150,416,234 112.9%4,926,8360.8%Computer and Technology
LINDE PLC
$283,396,919$40,719,194 -12.6%604,0260.8%SHS
Agilent Technologies, Inc. stock logo
A
Agilent Technologies
$261,331,562$42,967,315 19.7%2,214,4870.7%Medical
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$256,811,795$15,129,715 -5.6%2,752,5380.7%Computer and Technology
Mercury Systems Inc stock logo
MRCY
Mercury Systems
$252,909,486$36,437,098 -12.6%4,695,6830.7%Aerospace
Live Nation Entertainment, Inc. stock logo
LYV
Live Nation Entertainment
$245,832,269$22,016,989 -8.2%1,625,0150.7%Consumer Discretionary
Confluent, Inc. stock logo
CFLT
Confluent
$240,302,813$8,881,986 3.8%9,639,1020.6%Computer and Technology
Everest Group, Ltd. stock logo
EG
Everest Group
$233,058,595$5,630,635 -2.4%685,7690.6%Finance
The Baldwin Insurance Group, Inc. stock logo
BRP
The Baldwin Insurance Group
$231,291,728$6,837,613 -2.9%5,402,7500.6%Finance
Dynatrace, Inc. stock logo
DT
Dynatrace
$229,859,161$49,618,000 -17.8%4,163,3610.6%Computer and Technology
nVent Electric PLC stock logo
NVT
nVent Electric
$228,095,812$51,968,238 29.5%3,113,9360.6%Computer and Technology
Ciena Corporation stock logo
CIEN
Ciena
$220,285,558$57,167,589 35.0%2,708,5400.6%Computer and Technology
BWX Technologies, Inc. stock logo
BWXT
BWX Technologies
$218,590,305$183,517,313 523.2%1,517,3560.6%Aerospace
SharkNinja, Inc. stock logo
SN
SharkNinja
$216,992,613$10,449,582 -4.6%2,192,0660.6%Retail/Wholesale
WAYSTAR HLDG CORP
$214,132,848$41,357,988 23.9%5,239,3650.6%COM
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$213,431,392$18,443,660 9.5%684,1410.6%Medical
Tyler Technologies, Inc. stock logo
TYL
Tyler Technologies
$212,517,726$29,591,609 16.2%358,4740.6%Computer and Technology
Copart, Inc. stock logo
CPRT
Copart
$211,734,351$122,124,827 -36.6%4,314,9450.6%Business Services
Ferrari N.V. stock logo
RACE
Ferrari
$211,424,533$84,559,410 -28.6%430,8280.6%Auto/Tires/Trucks
Casella Waste Systems, Inc. stock logo
CWST
Casella Waste Systems
$207,701,884$48,010,772 -18.8%1,800,1550.6%Business Services
Salesforce Inc. stock logo
CRM
Salesforce
$206,907,901$88,600,253 -30.0%758,7660.5%Computer and Technology
Itau Unibanco Holding S.A. stock logo
ITUB
Itau Unibanco
$198,859,583$67,935,781 51.9%29,278,4620.5%Finance
Monster Beverage Corporation stock logo
MNST
Monster Beverage
$196,932,205$59,149,574 42.9%3,143,8730.5%Consumer Staples
Clearwater Analytics Holdings, Inc. stock logo
CWAN
Clearwater Analytics
$193,266,371$587,373 -0.3%8,812,8760.5%Computer and Technology
FLUTTER ENTMT PLC
$191,572,932$40,109,845 -17.3%670,3980.5%SHS
Planet Fitness, Inc. stock logo
PLNT
Planet Fitness
$189,631,843$11,422,224 -5.7%1,738,9440.5%Consumer Discretionary
Oracle Corporation stock logo
ORCL
Oracle
$188,315,420$188,315,420 New Holding861,3430.5%Computer and Technology
LAM RESEARCH CORP
$185,760,541$137,785,938 -42.6%1,908,3680.5%COM NEW
Brookfield Asset Management Ltd. stock logo
BAM
Brookfield Asset Management
$184,941,396$22,641,527 -10.9%3,345,5390.5%Finance
Mueller Industries, Inc. stock logo
MLI
Mueller Industries
$184,336,148$2,892,867 -1.5%2,319,5690.5%Industrials
Q2 Holdings, Inc. stock logo
QTWO
Q2
$183,984,744$124,288 -0.1%1,965,8590.5%Computer and Technology
Insulet Corporation stock logo
PODD
Insulet
$183,210,611$14,263,144 -7.2%583,1390.5%Medical
Western Alliance Bancorporation stock logo
WAL
Western Alliance Bancorporation
$180,393,941$1,614,498 0.9%2,313,3360.5%Finance
ACV Auctions Inc. stock logo
ACVA
ACV Auctions
$180,199,431$531,967 0.3%11,109,7060.5%Retail/Wholesale
Manhattan Associates, Inc. stock logo
MANH
Manhattan Associates
$179,368,715$57,597,457 -24.3%908,3340.5%Computer and Technology
Bright Horizons Family Solutions Inc. stock logo
BFAM
Bright Horizons Family Solutions
$178,726,094$94,543,384 -34.6%1,446,1210.5%Business Services
Royal Bank Of Canada stock logo
RY
Royal Bank Of Canada
$178,478,340$42,306,331 -19.2%1,353,3890.5%Finance
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$177,609,361$3,325,881 -1.8%616,7420.5%Medical
Curtiss-Wright Corporation stock logo
CW
Curtiss-Wright
$176,963,558$60,086,764 -25.3%362,2220.5%Aerospace
Brink's Company (The) stock logo
BCO
Brink's
$175,274,540$22,911,542 -11.6%1,962,9810.5%Business Services
Pool Corporation stock logo
POOL
Pool
$170,897,639$20,803,802 13.9%586,3100.5%Consumer Discretionary
Encompass Health Corporation stock logo
EHC
Encompass Health
$169,691,470$46,562,611 -21.5%1,383,7680.5%Medical
AppFolio, Inc. stock logo
APPF
AppFolio
$168,893,800$71,578,854 73.6%733,4280.4%Computer and Technology
Insmed, Inc. stock logo
INSM
Insmed
$167,626,185$65,175,973 -28.0%1,665,6020.4%Medical
Chemed Corporation stock logo
CHE
Chemed
$165,111,146$49,892,796 -23.2%339,0860.4%Medical
Stride, Inc. stock logo
LRN
Stride
$159,861,595$176,920,113 -52.5%1,101,0510.4%Consumer Discretionary
Martin Marietta Materials, Inc. stock logo
MLM
Martin Marietta Materials
$157,395,066$3,314,072 -2.1%286,7150.4%Construction
MAPLEBEAR INC
$151,363,630$151,363,630 New Holding3,345,7920.4%COM
Lancaster Colony Corporation stock logo
LANC
Lancaster Colony
$150,889,889$26,442,794 21.2%873,3570.4%Consumer Staples
GeneDx Holdings Corp. stock logo
WGS
GeneDx
$150,594,719$40,839,236 37.2%1,631,4020.4%Medical
WillScot Holdings Corporation stock logo
WSC
WillScot
$149,685,049$4,953,838 3.4%5,462,9580.4%Finance
FTAI AVIATION LTD
$149,202,854$14,726,616 -9.0%1,296,9650.4%SHS
EPAM Systems, Inc. stock logo
EPAM
EPAM Systems
$148,868,648$25,711,573 20.9%841,9220.4%Computer and Technology
Twist Bioscience Corporation stock logo
TWST
Twist Bioscience
$143,723,961$3,669,324 2.6%3,906,6040.4%Medical
Globus Medical, Inc. stock logo
GMED
Globus Medical
$141,944,930$7,746,021 5.8%2,405,0310.4%Medical
ExlService Holdings, Inc. stock logo
EXLS
ExlService
$139,581,851$32,511,929 -18.9%3,187,5280.4%Computer and Technology
Parsons Corporation stock logo
PSN
Parsons
$135,593,697$56,971,528 72.5%1,889,2810.4%Business Services
Carpenter Technology Corporation stock logo
CRS
Carpenter Technology
$134,789,697$134,789,697 New Holding487,6970.4%Basic Materials
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
$131,441,846$2,654,388 -2.0%926,4950.3%Finance
Novanta Inc. stock logo
NOVT
Novanta
$126,337,604$6,576,075 5.5%979,8930.3%Computer and Technology
BellRing Brands Inc. stock logo
BRBR
BellRing Brands
$124,777,281$124,777,281 New Holding2,153,9320.3%Consumer Staples
Eagle Materials Inc stock logo
EXP
Eagle Materials
$123,639,782$44,976,953 57.2%611,7450.3%Construction
Glaukos Corporation stock logo
GKOS
Glaukos
$117,347,253$40,366,249 52.4%1,136,0950.3%Medical
ICICI Bank Limited stock logo
IBN
ICICI Bank
$116,681,033$8,415,805 -6.7%3,467,4870.3%Finance
Guidewire Software, Inc. stock logo
GWRE
Guidewire Software
$112,650,582$23,419,270 -17.2%478,4480.3%Computer and Technology
Old National Bancorp stock logo
ONB
Old National Bancorp
$111,491,940$14,257,702 -11.3%5,224,5520.3%Finance
Onto Innovation Inc. stock logo
ONTO
Onto Innovation
$110,907,940$96,127,650 650.4%1,098,8600.3%Computer and Technology
Exact Sciences Corporation stock logo
EXAS
Exact Sciences
$107,351,834$12,162,046 -10.2%2,020,1700.3%Medical
Advanced Drainage Systems, Inc. stock logo
WMS
Advanced Drainage Systems
$107,232,754$9,149,750 -7.9%933,5950.3%Construction
Credicorp Ltd. stock logo
BAP
Credicorp
$106,790,033$10,759,135 11.2%477,7650.3%Finance
Evercore Inc stock logo
EVR
Evercore
$106,681,662$106,681,662 New Holding395,0880.3%Finance
Grab Holdings Limited stock logo
GRAB
Grab
$106,386,351$43,799,922 70.0%21,150,3680.3%Computer and Technology
Madrigal Pharmaceuticals, Inc. stock logo
MDGL
Madrigal Pharmaceuticals
$106,011,463$867,366 -0.8%350,2890.3%Medical
Freshpet, Inc. stock logo
FRPT
Freshpet
$103,779,541$17,728,589 20.6%1,527,0680.3%Consumer Staples
MakeMyTrip Limited stock logo
MMYT
MakeMyTrip
$103,544,211$19,167,027 22.7%1,056,3580.3%Computer and Technology
Inspire Medical Systems, Inc. stock logo
INSP
Inspire Medical Systems
$99,815,061$9,895,092 11.0%769,1690.3%Medical

Showing largest 100 holdings. View all holdings.
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