BLAIR WILLIAM & CO/IL
Institutional investor · Portfolio as of Q2 2025
Top Holdings1,824 positions
MICROSOFT CORP | 3.7M | $1.8B | 5.1% | $123.78 | +297.91% | 27 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 6.1M | $1.3B | 3.7% | $96.92 | +126.35% | 27 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 6M | $1.2B | 3.4% | $54.92 | +271.81% | 27 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORPORATION | 5.6M | $884.6M | 2.5% | $49.15 | +220.67% | 27 qtrssince 2018-Q4 | Increased 57 |
VISA INC | 2.1M | $735.3M | 2.0% | $133.30 | +163.77% | 27 qtrssince 2018-Q4 | Increased 55 |
JPMORGAN CHASE & CO | 2.3M | $675.4M | 1.9% | $104.85 | +170.01% | 27 qtrssince 2018-Q4 | Increased 50 |
IDEXX LABS INC | 1.1M | $579.5M | 1.6% | $189.80 | +182.58% | 27 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INCORPORATED | 1M | $566.1M | 1.6% | $201.87 | +176.28% | 27 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 3.2M | $564.1M | 1.6% | $57.19 | +209.09% | 27 qtrssince 2018-Q4 | Decreased 0 |
COSTCO WHSL CORP NEW | 551,986 | $546.4M | 1.5% | $313.56 | +213.44% | 27 qtrssince 2018-Q4 | Increased 50 |
SPDR S&P 500 ETF TR | 859,665 | $531.1M | 1.5% | $323.38 | +88.50% | 27 qtrssince 2018-Q4 | Increased 50 |
ALPHABET INC | 2.5M | $445M | 1.2% | $69.14 | +153.99% | 27 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC | 576,598 | $425.6M | 1.2% | $384.95 | +90.96% | 27 qtrssince 2018-Q4 | Increased 52 |
UBER TECHNOLOGIES INC | 4.3M | $403.4M | 1.1% | $51.69 | +77.08% | 25 qtrssince 2019-Q2 | Increased 50 |
PROGRESSIVE CORP | 1.5M | $401.7M | 1.1% | $91.06 | +174.95% | 27 qtrssince 2018-Q4 | Decreased 0 |
VEEVA SYS INC | 1.3M | $370M | 1.0% | $99.92 | +188.21% | 27 qtrssince 2018-Q4 | Decreased 0 |
STRYKER CORPORATION | 924,257 | $365.7M | 1.0% | $180.31 | +116.52% | 27 qtrssince 2018-Q4 | Decreased 0 |
FISERV INC | 2.1M | $363.4M | 1.0% | $99.83 | +72.71% | 27 qtrssince 2018-Q4 | Increased 52 |
WATSCO INC | 806,656 | $356.2M | 1.0% | $178.99 | +137.25% | 27 qtrssince 2018-Q4 | Decreased 0 |
SERVICENOW INC | 327,788 | $337M | 0.9% | $88.08 | +133.43% | 27 qtrssince 2018-Q4 | Increased 44 |
BLAIR WILLIAM & CO/IL manages $36B across 1824 positions as of Q2 2025. Top holdings: MSFT (5.1%), AMZN (3.7%), AAPL (3.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 112 new positions, 89 exits, 662 increased. Top move: NVDA (INCREASED, conviction 57). Portfolio: $36.0B across 1824 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR