WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC: 13F holdings, Q2 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC reported 403 positions worth $33.25B in its Form 13F for Q2 2026 (vs. $30.26B in Q1 2026), filed 2026-08-11.
Top holdings
| Ticker | Company | Value | % of portfolio | Shares | vs. Q1 2026 |
|---|---|---|---|---|---|
| - | TAIWAN SEMICONDUCTOR MANUFAC | $2.36B | 7.1% | 4,936,408 | -11% |
| - | NVIDIA CORPORATION | $1.72B | 5.2% | 8,599,021 | -4% |
| GOOGL | ALPHABET INC-CL A | $1.14B | 3.4% | 3,191,012 | +27% |
| AAPL | APPLE INC | $943.29M | 2.8% | 3,259,914 | -32% |
| AVGO | BROADCOM INC | $776.71M | 2.3% | 2,056,135 | -7% |
| - | MICROSOFT CORP | $764.18M | 2.3% | 2,048,642 | -29% |
| META | META PLATFORMS INC | $535.19M | 1.6% | 950,115 | -6% |
| AMZN | AMAZON.COM INC | $473.60M | 1.4% | 1,987,085 | -37% |
| - | MASTERCARD INCORPORATED | $471.49M | 1.4% | 918,005 | -13% |
| AMD | ADVANCED MICRO DEVICES | $443.53M | 1.3% | 763,517 | -27% |
| AMAT | APPLIED MATERIALS INC | $360.01M | 1.1% | 497,946 | +1325% |
| - | GE AEROSPACE | $295.55M | 0.9% | 790,801 | new |
| - | ASTRAZENECA PLC | $283.25M | 0.9% | 1,514,795 | -22% |
| PRMB | PRIMO BRANDS CORPORATION | $279.27M | 0.8% | 11,426,823 | -12% |
| - | EVERPURE INC | $272.25M | 0.8% | 3,455,381 | +20% |
| APH | AMPHENOL CORP-CL A | $270.66M | 0.8% | 1,535,059 | +42% |
| - | LINDE PLC | $262.04M | 0.8% | 504,953 | -21% |
| - | ONTO INNOVATION INC | $251.81M | 0.8% | 665,377 | -31% |
| BWA | BORGWARNER INC | $251.30M | 0.8% | 3,784,707 | +31% |
| CG | CARLYLE GROUP INC/THE | $249.08M | 0.7% | 5,914,905 | -6% |
| ARGX | ARGENX SE - ADR | $245.49M | 0.7% | 264,617 | -1% |
| - | MUELLER INDS INC | $244.16M | 0.7% | 1,986,139 | -6% |
| - | MONSTER BEVERAGE CORP NEW | $243.97M | 0.7% | 2,538,136 | -14% |
| FFIV | F5 INC | $243.87M | 0.7% | 586,271 | -10% |
| BAP | CREDICORP LTD | $243.54M | 0.7% | 625,144 | same |
| CW | CURTISS-WRIGHT CORP | $240.44M | 0.7% | 317,306 | +37% |
| - | ITAU UNIBANCO HLDG S A | $231.06M | 0.7% | 28,283,482 | -11% |
| SNOW | SNOWFLAKE INC | $229.33M | 0.7% | 901,087 | -20% |
| TWST | TWIST BIOSCIENCE CORP | $223.72M | 0.7% | 2,174,594 | -59% |
| - | TEVA PHARMACEUTICAL INDS LTD | $223.37M | 0.7% | 6,593,221 | +362% |
Sold out in Q2 2026
| Ticker | Company | Value in Q1 2026 |
|---|---|---|
| COHR | COHERENT CORP | $159.16M |
| VEEV | VEEVA SYS INC | $113.01M |
| DOCS | DOXIMITY INC-CLASS A | $112.64M |
| PLNT | PLANET FITNESS MASTER ISSUER | $108.05M |
| POOL | POOL CORP | $91.51M |
| WMS | ADVANCED DRAINAGE SYSTEMS IN | $89.91M |
| PSN | PARSONS CORP DEL | $80.58M |
| - | TYLER TECHNOLOGIES INC | $73.87M |
| INSP | INSPIRE MED SYS INC | $58.67M |
| - | SPOTIFY TECHNOLOGY S A | $51.86M |
Every fund's full quarter-over-quarter changes are in the institutional holdings dataset. Source: SEC Form 13F. Not investment advice.