WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
Institutional investor · Portfolio as of Q1 2022
Top Holdings441 positions
TAIWAN SEMICONDUCTOR MFG LTD | 10.8M | $1.1B | 3.4% | $38.63 | +151.36% | 14 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 2.7M | $827.6M | 2.5% | $196.46 | +51.20% | 14 qtrssince 2018-Q4 | Increased 58 |
AMAZON COM INC | 191,113 | $623M | 1.9% | $117.30 | +38.96% | 14 qtrssince 2018-Q4 | Increased 56 |
ALPHABET INC | 202,032 | $561.9M | 1.7% | $79.06 | +74.25% | 14 qtrssince 2018-Q4 | Increased 52 |
CANADIAN NATL RY CO | 3.8M | $508.9M | 1.5% | $76.04 | +66.88% | 14 qtrssince 2018-Q4 | Increased 53 |
BUILDERS FIRSTSOURCE INC | 6.8M | $436.8M | 1.3% | $38.50 | +76.51% | 7 qtrssince 2020-Q3 | Decreased 0 |
MERCADOLIBRE INC | 347,698 | $413.6M | 1.2% | $916.29 | +29.81% | 12 qtrssince 2019-Q2 | Increased 49 |
CROWN HLDGS INC | 3.1M | $390.6M | 1.2% | $62.91 | +88.93% | 13 qtrssince 2019-Q1 | Decreased 0 |
CAMECO CORP | 12.6M | $367.9M | 1.1% | $8.86 | +225.45% | 14 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INCORPORATED | 995,041 | $355.6M | 1.1% | $261.73 | +32.91% | 14 qtrssince 2018-Q4 | Increased 52 |
BWX TECHNOLOGIES INC | 6.5M | $352.1M | 1.1% | $37.76 | +36.35% | 14 qtrssince 2018-Q4 | Decreased 0 |
EURONET WORLDWIDE INC | 2.7M | $348.1M | 1.0% | $109.73 | +18.61% | 14 qtrssince 2018-Q4 | Decreased 0 |
VIRTU FINL INC | 9M | $335.4M | 1.0% | $18.94 | +71.47% | 14 qtrssince 2018-Q4 | Decreased 0 |
GLOBANT S A | 1.3M | $333.8M | 1.0% | $136.19 | +81.98% | 14 qtrssince 2018-Q4 | Increased 53 |
DYNATRACE INC | 7M | $329.2M | 1.0% | $50.11 | -6.01% | 5 qtrssince 2021-Q1 | Increased 55 |
WYNDHAM HOTELS & RESORTS INC | 3.8M | $322.4M | 1.0% | $69.11 | +12.19% | 4 qtrssince 2021-Q2 | Decreased 0 |
BRINKS CO | 4.6M | $310.7M | 0.9% | $59.18 | +9.28% | 14 qtrssince 2018-Q4 | Decreased 0 |
PERFORMANCE FOOD GROUP CO | 6.1M | $308.5M | 0.9% | $48.03 | +7.68% | 6 qtrssince 2020-Q4 | Increased 50 |
SOLAREDGE TECHNOLOGIES INC | 949,889 | $306.2M | 0.9% | $269.85 | +16.45% | 3 qtrssince 2021-Q3 | Increased 46 |
| 1M | $305.1M | 0.9% | — | — | 8 qtrssince 2020-Q2 | Increased 52 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC manages $33.5B across 441 positions as of Q1 2022. Top holdings: TSM (3.4%), MSFT (2.5%), AMZN (1.9%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 43 new positions, 29 exits, 198 increased. Top move: MSFT (INCREASED, conviction 58). Portfolio: $33.5B across 441 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
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Position Outcomes
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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