WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings403 positions
TAIWAN SEMICONDUCTOR MANUFAC | 4.9M | $2.4B | 7.1% | $48.85 | +764.30% | 31 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORPORATION | 8.6M | $1.7B | 5.2% | $54.87 | +295.91% | 21 qtrssince 2021-Q2 | Decreased 0 |
ALPHABET INC | 3.2M | $1.1B | 3.4% | $266.37 | +31.10% | 31 qtrssince 2018-Q4 | Increased 73 |
APPLE INC | 3.3M | $943.3M | 2.8% | $218.09 | +56.82% | 9 qtrssince 2024-Q2 | Decreased 0 |
BROADCOM INC | 2.1M | $776.7M | 2.3% | $173.99 | +97.90% | 9 qtrssince 2024-Q2 | Decreased 0 |
MICROSOFT CORP | 2M | $764.2M | 2.3% | $252.64 | +113.52% | 31 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC | 950,115 | $535.2M | 1.6% | $533.72 | +38.04% | 31 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 2M | $473.6M | 1.4% | $129.29 | +97.04% | 31 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INCORPORATED | 918,005 | $471.5M | 1.4% | $304.80 | +102.20% | 31 qtrssince 2018-Q4 | Decreased 0 |
ADVANCED MICRO DEVICES INC | 763,517 | $443.5M | 1.3% | $163.21 | +244.49% | 29 qtrssince 2019-Q2 | Decreased 0 |
APPLIED MATLS INC | 497,946 | $360M | 1.1% | $684.43 | -37.17% | 11 qtrssince 2023-Q4 | Increased 79 |
GE AEROSPACE | 790,801 | $295.5M | 0.9% | $372.70 | -16.29% | 1 qtr | New 60 |
ASTRAZENECA PLC | 1.5M | $283.2M | 0.9% | $197.22 | -15.49% | 2 qtrssince 2026-Q1 | Decreased 0 |
PRIMO BRANDS CORPORATION | 11.4M | $279.3M | 0.8% | $27.89 | -31.95% | 7 qtrssince 2024-Q4 | Decreased 0 |
EVERPURE INC | 3.5M | $272.2M | 0.8% | $61.70 | +116.20% | 31 qtrssince 2018-Q4 | Increased 52 |
AMPHENOL CORP | 1.5M | $270.7M | 0.8% | $70.56 | +15.50% | 2 qtrssince 2026-Q1 | Increased 58 |
LINDE PLC | 504,953 | $262M | 0.8% | $365.32 | +35.01% | 14 qtrssince 2023-Q1 | Decreased 0 |
ONTO INNOVATION INC | 665,377 | $251.8M | 0.8% | $114.64 | +102.34% | 6 qtrssince 2025-Q1 | Decreased 0 |
BORGWARNER INC | 3.8M | $251.3M | 0.8% | $57.05 | +2.84% | 2 qtrssince 2026-Q1 | Increased 55 |
CARLYLE GROUP INC | 5.9M | $249.1M | 0.7% | $32.67 | +12.68% | 15 qtrssince 2022-Q4 | Decreased 0 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC manages $33.3B across 403 positions as of Q2 2026. Top holdings: TSM (7.1%), NVDA (5.2%), GOOGL (3.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 47 new positions, 57 exits, 119 increased. Top move: AMAT (INCREASED, conviction 79). Portfolio: $33.3B across 403 positions.
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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
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