WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
Institutional investor · Portfolio as of Q3 2023
Top Holdings398 positions
MICROSOFT CORP | 3.8M | $1.2B | 4.0% | $220.65 | +39.82% | 20 qtrssince 2018-Q4 | Increased 64 |
TAIWAN SEMICONDUCTOR MANUFAC | 11.8M | $1B | 3.4% | $48.85 | +70.90% | 20 qtrssince 2018-Q4 | Increased 60 |
ALPHABET INC | 6.5M | $854.9M | 2.8% | $93.81 | +38.17% | 20 qtrssince 2018-Q4 | Increased 62 |
AMAZON COM INC | 5.5M | $693.1M | 2.3% | $116.88 | +8.76% | 20 qtrssince 2018-Q4 | Increased 62 |
MERCADOLIBRE INC | 411,310 | $521.5M | 1.7% | $995.07 | +27.42% | 18 qtrssince 2019-Q2 | Increased 53 |
MASTERCARD INCORPORATED | 1.3M | $507.2M | 1.7% | $277.23 | +40.28% | 20 qtrssince 2018-Q4 | Increased 52 |
LINDE PLC | 1.3M | $499.7M | 1.7% | $340.38 | +6.31% | 3 qtrssince 2023-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 895,817 | $451.7M | 1.5% | $355.22 | +33.29% | 20 qtrssince 2018-Q4 | Increased 57 |
NVIDIA CORPORATION | 974,824 | $424M | 1.4% | $41.82 | +3.72% | 10 qtrssince 2021-Q2 | Increased 75 |
BWX TECHNOLOGIES INC | 5.6M | $422.1M | 1.4% | $38.54 | +90.16% | 20 qtrssince 2018-Q4 | Decreased 0 |
CANADIAN PACIFIC KANSAS CITY LTD | 5.6M | $414.5M | 1.4% | $78.92 | -7.70% | 2 qtrssince 2023-Q2 | Decreased 0 |
ENCOMPASS HEALTH CORP | 5.7M | $381.2M | 1.3% | $46.91 | +40.13% | 20 qtrssince 2018-Q4 | Increased 52 |
CHART INDS INC | 1.7M | $286.9M | 1.0% | $158.18 | +6.92% | 12 qtrssince 2020-Q4 | Decreased 0 |
CROWN HLDGS INC | 3.2M | $278.8M | 0.9% | $66.09 | +29.24% | 19 qtrssince 2019-Q1 | Decreased 0 |
CHEMED CORP NEW | 530,809 | $275.9M | 0.9% | $472.01 | +9.18% | 9 qtrssince 2021-Q3 | Decreased 0 |
ACCENTURE PLC IRELAND | 896,966 | $275.5M | 0.9% | $243.38 | +18.52% | 20 qtrssince 2018-Q4 | Increased 49 |
AXON ENTERPRISE INC | 1.4M | $271.9M | 0.9% | $95.86 | +107.58% | 13 qtrssince 2020-Q3 | Increased 43 |
MERIT MEDICAL SYSTEMS INC | 3.9M | $268.9M | 0.9% | $52.93 | +30.40% | 16 qtrssince 2019-Q4 | Increased 50 |
CARLYLE GROUP INC | 8.9M | $267.7M | 0.9% | $27.35 | +0.82% | 4 qtrssince 2022-Q4 | Increased 64 |
ICON PUB LTD CO | 1M | $256.9M | 0.9% | $202.92 | +21.35% | 20 qtrssince 2018-Q4 | Decreased 0 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC manages $30.1B across 398 positions as of Q3 2023. Top holdings: MSFT (4.0%), TSM (3.4%), GOOGL (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 35 new positions, 32 exits, 164 increased. Top move: NVDA (INCREASED, conviction 75). Portfolio: $30.1B across 398 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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