Free Trial

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 $40.94 billion in total holdings as of December 31, 2024.
  • William Blair Investment Management, LLC owns shares of 433 different stocks, but just 117 companies or ETFs make up 80% of its holdings.
  • Approximately 15.11% of the portfolio was purchased this quarter.
  • About 14.81% of the portfolio was sold this quarter.
  • This quarter, William Blair Investment Management, LLC has purchased 412 new stocks and bought additional shares in 220 stocks.
  • William Blair Investment Management, LLC sold shares of 157 stocks and completely divested from 32 stocks this quarter.

Largest Holdings

Microsoft
$1,867,731,601
NVIDIA
$1,783,291,283
Amazon.com
$1,499,420,297
Apple
$1,278,266,386

Largest New Holdings this Quarter

PRIMO BRANDS CORPORATION
$343,450,740 Holding
LAM RESEARCH CORP
$246,327,414 Holding
Yum China
$243,900,702 Holding
TALEN ENERGY CORP
$239,984,214 Holding
Brookfield Asset Management
$204,168,954 Holding

Largest Purchases this Quarter

PRIMO BRANDS CORPORATION
11,161,870 shares (about $343.45M)
LAM RESEARCH CORP
3,410,320 shares (about $246.33M)
Yum China
5,063,332 shares (about $243.90M)
TALEN ENERGY CORP
1,191,166 shares (about $239.98M)
Brookfield Asset Management
3,767,650 shares (about $204.17M)

Largest Sales this Quarter

Intuitive Surgical
604,245 shares (about $315.39M)
ICON Public
1,257,039 shares (about $263.61M)
Zoetis
1,284,619 shares (about $209.30M)
BWX Technologies
1,813,026 shares (about $201.95M)
Tyler Technologies
308,841 shares (about $178.09M)

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 Co. stock logo
MSFT
Microsoft
$1,867,731,601$55,353,072 -2.9%4,431,1544.6%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$1,783,291,283$69,834,022 4.1%13,279,4054.4%Computer and Technology
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$1,524,927,392$97,965,710 -6.0%7,722,0403.7%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,499,420,297$2,961,546 -0.2%6,834,4973.7%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$1,278,266,386$151,417,705 -10.6%5,104,4903.1%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$974,168,025$48,586,205 5.2%1,663,7942.4%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$756,367,159$3,520,120 0.5%1,436,4041.8%Business Services
The Carlyle Group Inc. stock logo
CG
The Carlyle Group
$668,989,529$89,542,249 15.5%13,249,9411.6%Finance
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$439,522,929$119,847,011 -21.4%258,4761.1%Retail/Wholesale
ServiceNow, Inc. stock logo
NOW
ServiceNow
$428,475,061$97,705,960 -18.6%404,1761.0%Computer and Technology
LINDE PLC
$412,559,093$87,851,201 -17.6%985,4041.0%SHS
Salesforce, Inc. stock logo
CRM
Salesforce
$393,795,940$7,158,005 1.9%1,177,8661.0%Computer and Technology
Copart, Inc. stock logo
CPRT
Copart
$382,873,023$51,076,469 15.4%6,671,4240.9%Business Services
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$375,411,579$2,304,184 0.6%6,225,7310.9%Retail/Wholesale
Intuit Inc. stock logo
INTU
Intuit
$366,780,659$35,296,560 10.6%583,5810.9%Computer and Technology
PRIMO BRANDS CORPORATION
$343,450,740$343,450,740 New Holding11,161,8700.8%CLASS A COM SHS
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$335,271,129$25,771,020 8.3%662,7750.8%Medical
Doximity, Inc. stock logo
DOCS
Doximity
$332,402,563$13,042,269 -3.8%6,225,9330.8%Medical
Accenture plc stock logo
ACN
Accenture
$330,479,617$70,116,672 -17.5%939,4230.8%Computer and Technology
TransUnion stock logo
TRU
TransUnion
$312,501,491$73,194,267 30.6%3,370,7420.8%Business Services
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$308,952,500$4,288,144 -1.4%337,1850.8%Retail/Wholesale
Confluent, Inc. stock logo
CFLT
Confluent
$301,959,081$827,868 -0.3%10,799,6810.7%Computer and Technology
e.l.f. Beauty, Inc. stock logo
ELF
e.l.f. Beauty
$289,436,567$84,033,252 40.9%2,305,3490.7%Consumer Staples
Casella Waste Systems, Inc. stock logo
CWST
Casella Waste Systems
$279,391,093$1,228,877 -0.4%2,640,4980.7%Industrial Products
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$278,966,565$4,464,537 -1.6%235,2560.7%Retail/Wholesale
SharkNinja, Inc. stock logo
SN
SharkNinja
$275,269,822$57,503,931 26.4%2,827,3400.7%Retail/Wholesale
Mercury Systems, Inc. stock logo
MRCY
Mercury Systems
$270,169,242$36,410,262 -11.9%6,432,6010.7%Aerospace
Dynatrace, Inc. stock logo
DT
Dynatrace
$264,276,168$7,380,893 -2.7%4,862,4870.6%Computer and Technology
Bright Horizons Family Solutions Inc. stock logo
BFAM
Bright Horizons Family Solutions
$262,751,746$59,043,587 29.0%2,370,3360.6%Business Services
ACV Auctions Inc. stock logo
ACVA
ACV Auctions
$261,353,218$78,902,014 43.2%12,099,6860.6%Retail/Wholesale
Clearwater Analytics Holdings, Inc. stock logo
CWAN
Clearwater Analytics
$258,999,141$26,746,028 -9.4%9,411,3060.6%Computer and Technology
Stride, Inc. stock logo
LRN
Stride
$256,397,285$39,045,046 18.0%2,467,0190.6%Consumer Discretionary
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$255,848,560$40,314,146 -13.6%2,118,1270.6%Computer and Technology
Ferrari stock logo
RACE
Ferrari
$252,634,080$15,092,441 6.4%594,6570.6%Auto/Tires/Trucks
Chemed Co. stock logo
CHE
Chemed
$250,872,485$6,494,818 -2.5%473,5230.6%Medical
LAM RESEARCH CORP
$246,327,414$246,327,414 New Holding3,410,3200.6%COM NEW
Yum China Holdings, Inc. stock logo
YUMC
Yum China
$243,900,702$243,900,702 New Holding5,063,3320.6%Retail/Wholesale
TALEN ENERGY CORP
$239,984,214$239,984,214 New Holding1,191,1660.6%COM
Sea Limited stock logo
SE
SEA
$236,928,191$58,088,284 32.5%2,233,1580.6%Computer and Technology
New Fortress Energy Inc. stock logo
NFE
New Fortress Energy
$235,373,874$68,178,757 40.8%15,567,0550.6%Oils/Energy
Live Nation Entertainment, Inc. stock logo
LYV
Live Nation Entertainment
$234,388,396$36,858,679 18.7%1,809,9490.6%Consumer Discretionary
Everest Group, Ltd. stock logo
EG
Everest Group
$232,994,112$22,119,495 10.5%642,8130.6%Finance
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
$231,118,298$55,171,368 -19.3%1,399,3600.6%Finance
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$229,929,933$85,690,423 59.4%1,263,6290.6%Computer and Technology
Shopify Inc. stock logo
SHOP
Shopify
$228,689,354$36,920,966 19.3%2,150,7510.6%Computer and Technology
ExlService Holdings, Inc. stock logo
EXLS
ExlService
$228,647,535$58,965,709 -20.5%5,152,0400.6%Business Services
Martin Marietta Materials, Inc. stock logo
MLM
Martin Marietta Materials
$226,331,333$11,738,496 5.5%438,2020.6%Construction
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$224,545,483$73,867,028 -24.8%3,722,5710.5%Computer and Technology
Agilent Technologies, Inc. stock logo
A
Agilent Technologies
$223,047,245$214,810 -0.1%1,660,3190.5%Medical
The Brink's Company stock logo
BCO
Brink's
$215,566,699$40,113,473 -15.7%2,323,6680.5%Business Services
Western Alliance Bancorporation stock logo
WAL
Western Alliance Bancorporation
$214,327,384$4,965,033 -2.3%2,565,5660.5%Finance
Flywire Co. stock logo
FLYW
Flywire
$213,059,676$25,634,640 -10.7%10,332,6710.5%Computer and Technology
West Pharmaceutical Services, Inc. stock logo
WST
West Pharmaceutical Services
$209,879,157$184,647,210 731.8%640,7350.5%Medical
Penumbra, Inc. stock logo
PEN
Penumbra
$209,718,113$23,323,148 -10.0%883,0980.5%Medical
Cognex Co. stock logo
CGNX
Cognex
$209,426,596$44,968,297 27.3%5,840,1170.5%Computer and Technology
Cameco Co. stock logo
CCJ
Cameco
$208,661,417$66,165,338 -24.1%4,060,3510.5%Basic Materials
Chart Industries, Inc. stock logo
GTLS
Chart Industries
$208,563,883$45,873,928 -18.0%1,092,8730.5%Industrial Products
Brookfield Asset Management Ltd. stock logo
BAM
Brookfield Asset Management
$204,168,954$204,168,954 New Holding3,767,6500.5%Finance
Q2 Holdings, Inc. stock logo
QTWO
Q2
$202,645,489$202,645,489 New Holding2,013,3680.5%Computer and Technology
Mueller Industries, Inc. stock logo
MLI
Mueller Industries
$201,375,841$201,375,841 New Holding2,537,4980.5%Industrial Products
CF Industries Holdings, Inc. stock logo
CF
CF Industries
$200,859,661$3,369,884 -1.7%2,354,1920.5%Basic Materials
Planet Fitness, Inc. stock logo
PLNT
Planet Fitness
$200,035,761$21,826,739 -9.8%2,023,2200.5%Consumer Discretionary
Exact Sciences Co. stock logo
EXAS
Exact Sciences
$193,547,073$47,224,436 -19.6%3,444,5110.5%Medical
Monster Beverage Co. stock logo
MNST
Monster Beverage
$191,993,954$40,825,717 -17.5%3,652,8530.5%Consumer Staples
The Baldwin Insurance Group, Inc. stock logo
BRP
The Baldwin Insurance Group
$190,218,150$85,180,837 81.1%4,907,5890.5%Finance
Pool Co. stock logo
POOL
Pool
$188,696,993$5,175,128 -2.7%553,4610.5%Consumer Discretionary
WillScot Mobile Mini Holdings Corp. stock logo
WSC
WillScot Mobile Mini
$185,830,839$22,237,727 13.6%5,555,4810.5%Finance
Manhattan Associates, Inc. stock logo
MANH
Manhattan Associates
$184,307,193$15,562,041 9.2%682,0130.5%Computer and Technology
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$183,586,395$75,076,021 -29.0%979,0750.4%Computer and Technology
nVent Electric plc stock logo
NVT
nVent Electric
$176,630,165$14,360,630 8.8%2,591,4050.4%Computer and Technology
Insulet Co. stock logo
PODD
Insulet
$176,563,991$34,778,179 -16.5%676,3090.4%Medical
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$174,526,668$152,754,091 701.6%422,1330.4%Medical
FTAI Aviation Ltd. stock logo
FTAI
FTAI Aviation
$174,372,231$174,372,231 New Holding1,210,5820.4%Aerospace
Neogen Co. stock logo
NEOG
Neogen
$174,169,654$13,048,375 8.1%14,346,7590.4%Medical
Datadog, Inc. stock logo
DDOG
Datadog
$173,162,961$173,162,961 New Holding1,211,8620.4%Computer and Technology
Encompass Health Co. stock logo
EHC
Encompass Health
$171,975,925$133,132,407 -43.6%1,862,2190.4%Medical
Blueprint Medicines Co. stock logo
BPMC
Blueprint Medicines
$169,616,298$23,540,329 16.1%1,944,6950.4%Medical
Insmed Incorporated stock logo
INSM
Insmed
$168,004,905$865,416 0.5%2,433,4430.4%Medical
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$167,422,916$25,368,975 17.9%796,3040.4%Medical
Inspire Medical Systems, Inc. stock logo
INSP
Inspire Medical Systems
$167,326,027$692,950 -0.4%902,6110.4%Medical
EPAM Systems, Inc. stock logo
EPAM
EPAM Systems
$166,906,328$166,906,328 New Holding713,8240.4%Computer and Technology
NICE Ltd. stock logo
NICE
NICE
$162,823,485$29,007,125 -15.1%958,7330.4%Computer and Technology
The AZEK Company Inc. stock logo
AZEK
AZEK
$161,745,908$6,480,699 -3.9%3,407,3290.4%Construction
HDFC Bank Limited stock logo
HDB
HDFC Bank
$158,933,057$11,363,375 -6.7%2,489,1510.4%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$157,252,305$21,183,811 -11.9%830,7040.4%Computer and Technology
Pure Storage, Inc. stock logo
PSTG
Pure Storage
$155,123,527$146,625,055 1,725.3%2,525,2080.4%Computer and Technology
BWX Technologies, Inc. stock logo
BWXT
BWX Technologies
$150,491,900$201,952,966 -57.3%1,351,0360.4%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$150,143,062$100,569,178 202.9%647,6150.4%Computer and Technology
Novanta Inc. stock logo
NOVT
Novanta
$149,079,230$1,735,620 1.2%975,8410.4%Computer and Technology
Amicus Therapeutics, Inc. stock logo
FOLD
Amicus Therapeutics
$146,930,315$138,813 0.1%15,597,6980.4%Medical
Lancaster Colony Co. stock logo
LANC
Lancaster Colony
$145,155,036$23,221,191 -13.8%838,3680.4%Consumer Staples
Acadia Healthcare Company, Inc. stock logo
ACHC
Acadia Healthcare
$143,851,905$65,859 0.0%3,628,0430.4%Medical
FLUTTER ENTMT PLC
$137,957,509$137,957,509 New Holding533,7880.3%SHS
Churchill Downs Incorporated stock logo
CHDN
Churchill Downs
$137,936,137$4,491,217 -3.2%1,032,9200.3%Consumer Discretionary
Twist Bioscience Co. stock logo
TWST
Twist Bioscience
$137,073,628$24,516,271 -15.2%2,949,7230.3%Medical
FirstService Co. stock logo
FSV
FirstService
$133,511,482$23,279,353 -14.8%737,5510.3%Finance
Curtiss-Wright Co. stock logo
CW
Curtiss-Wright
$132,625,565$132,625,565 New Holding373,7300.3%Aerospace
Regal Rexnord Co. stock logo
RRX
Regal Rexnord
$131,525,574$5,682,877 -4.1%847,8410.3%Industrial Products
Freshpet, Inc. stock logo
FRPT
Freshpet
$131,316,992$85,890,470 -39.5%886,6180.3%Consumer Staples
Credo Technology Group Holding Ltd stock logo
CRDO
Credo Technology Group
$126,136,905$75,771,411 -37.5%1,876,7580.3%Computer and Technology

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data