WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings410 positions
Microsoft Corp. | 4.3M | $1.8B | 4.7% | $242.72 | +70.02% | 22 qtrssince 2018-Q4 | Increased 65 |
TAIWAN SEMICONDUCTOR MFG LTD | 9.5M | $1.3B | 3.3% | $48.85 | +169.92% | 22 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc. | 7.7M | $1.2B | 3.0% | $101.54 | +47.24% | 22 qtrssince 2018-Q4 | Increased 64 |
Amazon.com, Inc. | 6.4M | $1.1B | 3.0% | $124.41 | +44.98% | 22 qtrssince 2018-Q4 | Increased 60 |
NVIDIA Corp. | 1.2M | $1.1B | 2.9% | $48.06 | +87.45% | 12 qtrssince 2021-Q2 | Increased 62 |
MasterCard Incorporated | 1.5M | $706.5M | 1.8% | $299.70 | +58.32% | 22 qtrssince 2018-Q4 | Increased 54 |
Linde PLC | 1.3M | $594.9M | 1.5% | $344.43 | +31.80% | 5 qtrssince 2023-Q1 | Increased 51 |
CARLYLE GROUP INC | 11.8M | $554.4M | 1.4% | $30.27 | +44.36% | 6 qtrssince 2022-Q4 | Increased 53 |
Mercadolibre Inc | 362,976 | $548.8M | 1.4% | $995.07 | +51.95% | 20 qtrssince 2019-Q2 | Decreased 0 |
Accenture PLC | 1.4M | $492.5M | 1.3% | $276.94 | +19.43% | 22 qtrssince 2018-Q4 | Increased 68 |
UnitedHealth Group Inc. | 977,346 | $483.5M | 1.2% | $375.13 | +24.75% | 22 qtrssince 2018-Q4 | Increased 59 |
SALESFORCE COM INC | 1.4M | $420.1M | 1.1% | $205.69 | +44.12% | 22 qtrssince 2018-Q4 | Increased 55 |
BWX TECHNOLOGIES INC | 4M | $411M | 1.1% | $38.54 | +161.63% | 22 qtrssince 2018-Q4 | Decreased 0 |
ICON PLC | 1.1M | $385.7M | 1.0% | $210.40 | +59.67% | 22 qtrssince 2018-Q4 | Increased 44 |
LIVE NATION ENTERTAINMENT IN | 3.6M | $384.3M | 1.0% | $69.02 | +53.25% | 22 qtrssince 2018-Q4 | Increased 49 |
NICE LTD | 1.4M | $355.6M | 0.9% | $165.78 | +57.20% | 22 qtrssince 2018-Q4 | Increased 49 |
Intuitive Surgical Inc. | 863,835 | $344.7M | 0.9% | $272.56 | +46.42% | 22 qtrssince 2018-Q4 | Increased 44 |
Encompass Health Corporation | 4.1M | $336.5M | 0.9% | $46.91 | +73.02% | 22 qtrssince 2018-Q4 | Decreased 0 |
INTUIT | 508,812 | $330.7M | 0.9% | $403.45 | +57.86% | 22 qtrssince 2018-Q4 | Increased 46 |
Canadian Pacific Kansas City Ltd. | 3.7M | $323.1M | 0.8% | $78.01 | +11.74% | 4 qtrssince 2023-Q2 | Decreased 0 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC manages $38.7B across 410 positions as of Q1 2024. Top holdings: MSFT (4.7%), TSM (3.3%), GOOGL (3.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 29 new positions, 25 exits, 191 increased. Top move: ACN (INCREASED, conviction 68). Portfolio: $38.7B across 410 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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