WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings414 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 11.6M | $2.2B | 5.6% | $117.25 | +55.08% | 18 qtrssince 2021-Q2 | Decreased 0 |
MICROSOFT CORP | 3.8M | $2B | 5.1% | $254.17 | +102.08% | 28 qtrssince 2018-Q4 | Decreased 0 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 6.4M | $1.8B | 4.6% | $49.26 | +453.11% | 28 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 5.6M | $1.4B | 3.7% | $218.09 | +16.33% | 6 qtrssince 2024-Q2 | Increased 63 |
AMAZON.COM INC | 4.4M | $970.8M | 2.5% | $125.35 | +77.24% | 28 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 2.8M | $927.4M | 2.4% | $174.92 | +87.55% | 6 qtrssince 2024-Q2 | Decreased 0 |
META PLATFORMS INC-CLASS A | 1.2M | $871.1M | 2.3% | $531.18 | +39.84% | 28 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INC - A | 1.1M | $628.7M | 1.6% | $306.90 | +84.60% | 28 qtrssince 2018-Q4 | Decreased 0 |
SEA LTD-ADR | 3.5M | $619M | 1.6% | $110.55 | +64.13% | 5 qtrssince 2024-Q3 | Decreased 0 |
ALPHABET INC-CL A | 2.5M | $604.3M | 1.6% | $224.69 | +8.55% | 28 qtrssince 2018-Q4 | Increased 80 |
CARLYLE GROUP INC | 8.7M | $548.6M | 1.4% | $32.67 | +86.72% | 12 qtrssince 2022-Q4 | Decreased 0 |
MERCADOLIBRE INC | 229,804 | $537M | 1.4% | $1,011.82 | +147.21% | 26 qtrssince 2019-Q2 | Decreased 0 |
DOXIMITY INC-CLASS A | 5.8M | $426.4M | 1.1% | $35.92 | +109.15% | 7 qtrssince 2024-Q1 | Increased 55 |
TRANSUNION | 4.7M | $392M | 1.0% | $94.28 | -9.72% | 6 qtrssince 2024-Q2 | Decreased 0 |
PURE STORAGE INC - CLASS A | 4.7M | $391.1M | 1.0% | $57.60 | +43.93% | 28 qtrssince 2018-Q4 | Decreased 0 |
CIENA CORP | 2.4M | $355.6M | 0.9% | $65.85 | +121.20% | 3 qtrssince 2025-Q1 | Decreased 0 |
SERVICENOW INC | 374,010 | $344.2M | 0.9% | $128.11 | +46.88% | 10 qtrssince 2023-Q2 | Increased 47 |
INTUIT INC | 487,232 | $332.7M | 0.9% | $448.27 | +54.40% | 28 qtrssince 2018-Q4 | Decreased 0 |
O'REILLY AUTOMOTIVE INC | 2.9M | $314.3M | 0.8% | $87.39 | +23.07% | 12 qtrssince 2022-Q4 | Decreased 0 |
ORACLE CORP | 1.1M | $311.5M | 0.8% | $225.03 | +25.11% | 2 qtrssince 2025-Q2 | Increased 55 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC manages $38.7B across 414 positions as of Q3 2025. Top holdings: NVDA (5.6%), MSFT (5.1%), TSM (4.6%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 46 new positions, 49 exits, 110 increased. Top move: GOOGL (INCREASED, conviction 80). Portfolio: $38.7B across 414 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