William Blair Investment Management, LLC
CIK:0001644956
Investment Adviser
$72B AUM
417 holdings
Chicago, IL, USA
William Blair Investment Management, LLC is a global investment firm offering active investment management in US equity, non-US equity, emerging markets debt, and more.
Investment Strategy
Disciplined, analytical research processes across a wide range of strategies, including US equity, non-US equity, and emerging markets debt.
Latest 13F Filing Activity
William Blair Investment Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 411 equity positions with a total 13F market value of $38B. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Broadcom Inc. among other positions. William Blair Investment Management, LLC reduced exposure to Yum China HLDGS Inc., Copart Inc., Palo Alto Networks Inc. among others.
Top Buys
N
NVDANVIDIA CORPORATION+$616.9M
M
MSFTMICROSOFT CORP+$431.2M
A
AVGOBROADCOM INC+$300.2M
T
TSMTAIWAN SEMICONDUCTOR MFG LTD+$278.2M
B
BWXTBWX TECHNOLOGIES INC+$194.6M
Top Sells
Y
YUMCYUM CHINA HLDGS INC-$256.8M
C
CPRTCOPART INC-$173.3M
P
PANWPALO ALTO NETWORKS INC-$171.6M
G
GTLSCHART INDS INC-$149.8M
C
CGNXCOGNEX CORP-$142.6M
Top Holdings
M
MSFTMICROSOFT CORP+5.3%$1.98B
N
NVDANVIDIA CORPORATION+5.1%$1.94B
T
TSMTAIWAN SEMICONDUCTOR MFG LTD+4.0%$1.50B
A
AMZNAMAZON COM INC+3.1%$1.18B
A
AAPLAPPLE INC+2.9%$1.08B
Equity Positions (411)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.26% | $1.98B | 3,981,721 | $252.39 | $497.41 | +$431.2M |
N NVDA | NVIDIA CORPORATION | 5.15% | $1.94B | 12,272,393 | $55.05 | $157.99 | +$616.9M |
T TSM | TAIWAN SEMICONDUCTOR MFG LTD | 3.98% | $1.50B | 6,622,255 | $46.87 | $226.49 | +$278.2M |
A AMZN | AMAZON COM INC | 3.14% | $1.18B | 5,400,353 | $118.52 | $219.39 | +$20.7M |
A AAPL | APPLE INC | 2.86% | $1.08B | 5,253,841 | $221.69 | $205.17 | -$85.9M |
Industry Allocation
SERVICES-PREPACKAGED SOFTWARE
+14.8%
SEMICONDUCTORS & RELATED DEVICES
+11.8%
SERVICES-BUSINESS SERVICES, NEC
+6.1%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+3.6%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+3.3%