WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
Institutional investor · Portfolio as of Q3 2022
Top Holdings387 positions
MICROSOFT CORP | 3.2M | $750.4M | 3.0% | $204.98 | +9.96% | 16 qtrssince 2018-Q4 | Increased 54 |
TAIWAN SEMICONDUCTOR MANUFAC | 9.1M | $626.8M | 2.5% | $38.63 | +67.10% | 16 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 4.5M | $508.7M | 2.0% | $115.62 | -2.27% | 16 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 4.7M | $449.2M | 1.8% | $83.09 | +14.03% | 16 qtrssince 2018-Q4 | Increased 79 |
| 1.4M | $390M | 1.5% | $280.18 | -7.80% | 16 qtrssince 2018-Q4 | Increased 54 | |
MASTERCARD INC - A | 1.3M | $361.1M | 1.4% | $270.61 | +2.57% | 16 qtrssince 2018-Q4 | Increased 51 |
UNITEDHEALTH GROUP INC | 672,140 | $339.5M | 1.3% | $317.01 | +47.44% | 16 qtrssince 2018-Q4 | Increased 49 |
BWX TECHNOLOGIES INC | 6.7M | $335.1M | 1.3% | $38.17 | +27.20% | 16 qtrssince 2018-Q4 | Increased 51 |
| 4.6M | $307.7M | 1.2% | — | — | — | Increased 79 | |
BUILDERS FIRSTSOURCE INC | 5M | $297.4M | 1.2% | $38.50 | +51.18% | 9 qtrssince 2020-Q3 | Decreased 0 |
ACADIA HEALTHCARE COMPANY IN | 3.7M | $290M | 1.1% | $53.85 | +48.37% | 8 qtrssince 2020-Q4 | Decreased 0 |
NATIONAL VISION HLDGS INC | 8.8M | $285.9M | 1.1% | $32.03 | +1.95% | 11 qtrssince 2020-Q1 | Increased 55 |
ICON PLC | 1.5M | $278.7M | 1.1% | $202.92 | -9.43% | 16 qtrssince 2018-Q4 | Decreased 0 |
MERCADOLIBRE INC | 331,241 | $274.2M | 1.1% | $916.29 | -9.66% | 14 qtrssince 2019-Q2 | Decreased 0 |
CAMECO CORP | 10.2M | $270.6M | 1.1% | $8.86 | +196.48% | 16 qtrssince 2018-Q4 | Decreased 0 |
DENBURY INC | 3.1M | $268.6M | 1.1% | — | — | 7 qtrssince 2021-Q1 | Increased 48 |
CROWN HOLDINGS INC | 3.1M | $252.5M | 1.0% | $63.16 | +22.46% | 15 qtrssince 2019-Q1 | Increased 44 |
TORONTO-DOMINION BANK | 4M | $245.5M | 1.0% | $66.18 | -18.89% | 3 qtrssince 2022-Q1 | Increased 46 |
ABIOMED INC | 980,662 | $240.9M | 1.0% | — | — | 16 qtrssince 2018-Q4 | Increased 43 |
AXON ENTERPRISE INC | 2.1M | $239M | 0.9% | $95.68 | +19.31% | 9 qtrssince 2020-Q3 | Decreased 0 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC manages $25.3B across 387 positions as of Q3 2022. Top holdings: MSFT (3.0%), TSM (2.5%), AMZN (2.0%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 18 new positions, 34 exits, 149 increased. Top move: GOOGL (INCREASED, conviction 79). Portfolio: $25.3B across 387 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR