WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
Institutional investor · Portfolio as of Q2 2019
Top Holdings372 positions
ALIBABA GROUP HOLDING LTD | 5.9M | $993.9M | 4.2% | $134.37 | +18.68% | 3 qtrssince 2018-Q4 | Decreased 0 |
TAIWAN SEMICONDUCTOR MANUFAC | 16.2M | $634.2M | 2.7% | $31.33 | +9.57% | 3 qtrssince 2018-Q4 | Decreased 0 |
SPDR S&P 500 ETF TRUST | 2M | $592.9M | 2.5% | $223.02 | +18.33% | 3 qtrssince 2018-Q4 | Decreased 0 |
COPART INC | 5.3M | $393M | 1.6% | $11.95 | +56.43% | 3 qtrssince 2018-Q4 | Decreased 0 |
BWX TECHNOLOGIES INC | 7M | $365.3M | 1.5% | $36.16 | +32.51% | 3 qtrssince 2018-Q4 | Increased 54 |
EURONET WORLDWIDE INC | 2.2M | $363.9M | 1.5% | $102.38 | +64.33% | 3 qtrssince 2018-Q4 | Decreased 0 |
| 7.4M | $351.5M | 1.5% | — | — | 3 qtrssince 2018-Q4 | Increased 49 | |
CANADIAN NATL RAILWAY CO | 3.5M | $325.8M | 1.4% | $65.49 | +24.99% | 3 qtrssince 2018-Q4 | Increased 50 |
BURLINGTON STORES INC | 1.8M | $299.8M | 1.3% | $158.17 | +7.58% | 3 qtrssince 2018-Q4 | Increased 51 |
INSULET CORP | 2.3M | $278.6M | 1.2% | $84.53 | +41.23% | 3 qtrssince 2018-Q4 | Increased 53 |
GRAND CANYON ED INC | 2.3M | $273.6M | 1.1% | $101.31 | +15.50% | 3 qtrssince 2018-Q4 | Increased 62 |
TREX CO INC | 3.7M | $264.1M | 1.1% | $31.39 | +14.19% | 3 qtrssince 2018-Q4 | Increased 61 |
LIVE NATION ENTERTAINMENT IN | 4M | $262M | 1.1% | $48.24 | +37.33% | 3 qtrssince 2018-Q4 | Decreased 0 |
TORONTO-DOMINION BANK | 4.5M | $260.5M | 1.1% | $36.70 | +20.22% | 3 qtrssince 2018-Q4 | Decreased 0 |
CBOE GLOBAL MARKETS INC | 2.4M | $248.4M | 1.0% | $87.74 | +8.39% | 3 qtrssince 2018-Q4 | Decreased 0 |
ENCOMPASS HEALTH CORP | 3.9M | $247.4M | 1.0% | $44.85 | +3.27% | 3 qtrssince 2018-Q4 | Increased 53 |
COSTAR GROUP INC | 426,793 | $236.5M | 1.0% | $33.73 | +64.24% | 3 qtrssince 2018-Q4 | Decreased 0 |
TRANSUNION | 3.1M | $230.9M | 1.0% | $55.28 | +29.00% | 3 qtrssince 2018-Q4 | Decreased 0 |
NETEASE INC | 896,349 | $229.2M | 1.0% | $41.14 | +6.55% | 3 qtrssince 2018-Q4 | Increased 54 |
MARTIN MARIETTA MATERIALS | 995,055 | $229M | 1.0% | $162.74 | +34.53% | 3 qtrssince 2018-Q4 | Decreased 0 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC manages $23.8B across 372 positions as of Q2 2019. Top holdings: BABA (4.2%), TSM (2.7%), SPY (2.5%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 31 new positions, 65 exits, 137 increased. Top move: LOPE (INCREASED, conviction 62). Portfolio: $23.8B across 372 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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