WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings433 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 4.4M | $1.9B | 4.6% | $254.17 | +65.92% | 25 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 13.3M | $1.8B | 4.4% | $117.00 | +17.47% | 15 qtrssince 2021-Q2 | Increased 61 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 7.7M | $1.5B | 3.7% | $49.26 | +301.36% | 25 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 6.8M | $1.5B | 3.7% | $125.35 | +76.55% | 25 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 5.1M | $1.3B | 3.1% | $215.50 | +15.37% | 3 qtrssince 2024-Q2 | Decreased 0 |
META PLATFORMS INC-CLASS A | 1.7M | $974.2M | 2.4% | $531.18 | +10.96% | 25 qtrssince 2018-Q4 | Increased 58 |
MASTERCARD INC - A | 1.4M | $756.4M | 1.8% | $305.92 | +70.55% | 25 qtrssince 2018-Q4 | Increased 50 |
CARLYLE GROUP INC | 13.2M | $669M | 1.6% | $33.04 | +47.95% | 9 qtrssince 2022-Q4 | Increased 57 |
MERCADOLIBRE INC | 258,476 | $439.5M | 1.1% | $1,011.82 | +70.17% | 23 qtrssince 2019-Q2 | Decreased 0 |
SERVICENOW INC | 404,176 | $428.5M | 1.0% | $124.10 | +72.08% | 7 qtrssince 2023-Q2 | Decreased 0 |
LINDE PLC | 985,404 | $412.6M | 1.0% | $352.87 | +16.79% | 8 qtrssince 2023-Q1 | Decreased 0 |
SALESFORCE.COM INC | 1.2M | $393.8M | 1.0% | $210.22 | +58.67% | 25 qtrssince 2018-Q4 | Increased 45 |
COPART INC | 6.7M | $382.9M | 0.9% | $43.65 | +33.18% | 25 qtrssince 2018-Q4 | Increased 50 |
CHIPOTLE MEXICAN GRILL INC | 6.2M | $375.4M | 0.9% | $61.19 | -1.80% | 14 qtrssince 2021-Q3 | Increased 44 |
INTUIT INC | 583,581 | $366.8M | 0.9% | $448.27 | +39.43% | 25 qtrssince 2018-Q4 | Increased 49 |
PRIMO BRANDS CORP | 11.2M | $343.5M | 0.8% | $30.05 | 0.00% | 1 qtr | New 61 |
UNITEDHEALTH GROUP INC | 662,775 | $335.3M | 0.8% | $390.70 | +26.85% | 25 qtrssince 2018-Q4 | Increased 47 |
DOXIMITY INC-CLASS A | 6.2M | $332.4M | 0.8% | $27.22 | +96.42% | 4 qtrssince 2024-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 939,423 | $330.5M | 0.8% | $282.79 | +20.17% | 25 qtrssince 2018-Q4 | Decreased 0 |
TRANSUNION | 3.4M | $312.5M | 0.8% | $97.30 | -5.19% | 3 qtrssince 2024-Q2 | Increased 55 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC manages $40.9B across 433 positions as of Q4 2024. Top holdings: MSFT (4.6%), NVDA (4.4%), TSM (3.7%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 51 new positions, 30 exits, 222 increased. Top move: NVDA (INCREASED, conviction 61). Portfolio: $40.9B across 433 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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