Institutional investor · Portfolio as of Q4 2025
Quarterly Portfolio Change
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC manages $35.9B across 413 positions as of Q4 2025. Top holdings: NVDA (5.5%), TSM (5.1%), MSFT (4.7%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 45 new positions, 46 exits, 107 increased. Top move: GOOGL (INCREASED, conviction 68). Portfolio: $35.9B across 413 positions.
Top holdings by portfolio weight
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Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile