William Blair Investment Management, Llc Portfolio Stock Holdings
William Blair Investment Management, Llc disclosed 413 stock positions valued at approximately $30.3 billion in its latest SEC 13F filing. The largest holdings include TAIWAN SEMICONDUCTOR MANUFAC, NVIDIA CORPORATION, and APPLE INC. The filing reflects positions held as of March 31, 2026 and was filed on May 8, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 413
- Portfolio Value
- $30.3B
Holdings by Sector
William Blair Investment Management, Llc Portfolio Holdings in Q1 2026
392 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 6.16% | 5,518,260 | -467,070 | -7.80% | $1,865,444,875 |
| NVIDIA CORPORATION | NVDA | Technology | 5.15% | 8,941,756 | -1,686,911 | -15.87% | $1,559,442,318 |
| APPLE INC | AAPL | Technology | 4.04% | 4,812,433 | -631,895 | -11.61% | $1,221,347,410 |
| MICROSOFT CORP | MSFT | Technology | 3.54% | 2,896,782 | -593,520 | -17.00% | $1,072,301,833 |
| ALPHABET INC | GOOGL | Communication Services | 2.38% | 2,504,605 | -650,368 | -20.61% | $720,224,207 |
| BROADCOM INC | AVGO | Technology | 2.25% | 2,201,558 | -335,053 | -13.21% | $681,404,288 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.18% | 3,163,629 | -1,223,374 | -27.89% | $658,889,012 |
| META PLATFORMS INC | META | Communication Services | 1.92% | 1,013,122 | -173,647 | -14.63% | $579,637,212 |
| MASTERCARD INCORPORATED | MA | Financial Services | 1.75% | 1,060,651 | -24,296 | -2.24% | $529,964,838 |
| LINDE PLC | LIN | Other | 1.04% | 636,338 | -7,132 | -1.11% | $315,470,927 |
| CARLYLE GROUP INC | CG | Financial Services | 1.01% | 6,301,109 | -830,793 | -11.65% | $304,910,650 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.00% | 302,468 | -26,000 | -7.92% | $301,388,189 |
| ITAU UNIBANCO HLDG S A | ITUB | Financial Services | 0.88% | 31,684,708 | -4,867,055 | -13.32% | $265,626,612 |
| TWIST BIOSCIENCE CORP | TWST | Healthcare | 0.83% | 5,269,718 | -684,711 | -11.50% | $250,416,999 |
| SERVICENOW INC | NOW | Technology | 0.82% | 2,371,614 | +222,834 | +10.37% | $247,952,244 |
| PRIMO BRANDS CORPORATION | 741623102 | Other | 0.81% | 13,056,192 | +428,772 | +3.40% | $245,848,095 |
| MUELLER INDS INC | MLI | Industrials | 0.77% | 2,109,729 | +329,823 | +18.53% | $233,757,973 |
| INTUIT | INTU | Technology | 0.76% | 533,736 | +91,345 | +20.65% | $230,776,974 |
| MONSTER BEVERAGE CORP NEW | MNST | Consumer Defensive | 0.70% | 2,935,247 | -826,002 | -21.96% | $212,687,998 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.70% | 1,042,594 | -296,952 | -22.17% | $212,094,897 |
| CREDICORP LTD | BAP | Other | 0.70% | 622,690 | -144,723 | -18.86% | $211,203,994 |
| AGILENT TECHNOLOGIES INC | A | Healthcare | 0.68% | 1,795,764 | -267,245 | -12.95% | $204,681,180 |
| OREILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 0.67% | 2,210,034 | -771,473 | -25.88% | $204,008,239 |
| BWX TECHNOLOGIES INC | BWXT | Industrials | 0.66% | 981,782 | -125,818 | -11.36% | $200,764,601 |
| TRANSUNION | TRU | Financial Services | 0.66% | 2,891,187 | -1,074,308 | -27.09% | $200,041,262 |
| ONTO INNOVATION INC | ONTO | Technology | 0.65% | 964,213 | -762,374 | -44.15% | $197,731,160 |
| IDEXX LABS INC | IDXX | Healthcare | 0.65% | 351,621 | -89,703 | -20.33% | $197,572,324 |
| NEXTPOWER INC | NXT | Technology | 0.65% | 1,622,489 | +259,695 | +19.06% | $195,591,049 |
| ARGENX SE | ARGX | Healthcare | 0.64% | 266,067 | +42,401 | +18.96% | $194,364,029 |
| CAVA GROUP INC | CAVA | Consumer Cyclical | 0.64% | 2,393,971 | -25,276 | -1.04% | $193,672,254 |
| LATTICE SEMICONDUCTOR CORP | LSCC | Technology | 0.63% | 2,043,720 | -81,540 | -3.84% | $189,575,467 |
| F5 INC | FFIV | Technology | 0.62% | 649,948 | +99,684 | +18.12% | $188,049,455 |
| AKAMAI TECHNOLOGIES INC | AKAM | Technology | 0.61% | 1,619,060 | +1,619,060 | +100.00% | $185,949,041 |
| CAMECO CORP | CCJ | Energy | 0.60% | 1,682,303 | -298,524 | -15.07% | $182,714,877 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.60% | 673,263 | -88,980 | -11.67% | $182,178,239 |
| MADRIGAL PHARMACEUTICALS INC | MDGL | Healthcare | 0.59% | 340,519 | -13,701 | -3.87% | $178,251,481 |
| NU HLDGS LTD | G6683N103 | Other | 0.58% | 12,267,600 | -6,431,767 | -34.40% | $176,285,412 |
| GLOBUS MED INC | GMED | Healthcare | 0.57% | 2,009,763 | -510,019 | -20.24% | $173,161,180 |
| C H ROBINSON WORLDWIDE IN | CHRW | Industrials | 0.57% | 1,041,658 | +604,157 | +138.09% | $172,988,144 |
| EVERPURE INC | PSTG | Technology | 0.56% | 2,881,481 | -861,447 | -23.02% | $170,122,638 |
| SNOWFLAKE INC | SNOW | Technology | 0.56% | 1,127,525 | -219,473 | -16.29% | $170,053,321 |
| TALEN ENERGY CORP | TLN | Other | 0.55% | 525,214 | -44,185 | -7.76% | $167,664,065 |
| GRAND CANYON ED INC | LOPE | Consumer Defensive | 0.55% | 979,734 | +526,594 | +116.21% | $166,584,172 |
| EVEREST GROUP LTD | EG | Other | 0.55% | 506,166 | -78,135 | -13.37% | $165,440,357 |
| HALOZYME THERAPEUTICS INC | HALO | Healthcare | 0.54% | 2,525,975 | +683,019 | +37.06% | $163,253,764 |
| MARTIN MARIETTA MATLS INC | MLM | Basic Materials | 0.53% | 272,392 | +2,189 | +0.81% | $160,351,723 |
| COHERENT CORP | COHR | Technology | 0.53% | 668,137 | -204,923 | -23.47% | $159,156,915 |
| CURTISS WRIGHT CORP | CW | Industrials | 0.52% | 232,069 | -45,768 | -16.47% | $158,066,837 |
| REGAL REXNORD CORPORATION | RRX | Industrials | 0.52% | 837,493 | +78,210 | +10.30% | $156,828,939 |
| BORGWARNER INC | BWA | Consumer Cyclical | 0.52% | 2,884,062 | +2,884,062 | +100.00% | $156,489,204 |
| CIENA CORP | CIEN | Technology | 0.51% | 398,579 | -700,014 | -63.72% | $154,740,325 |
| THE BALDWIN INSURANCE GRP IN | BWIN | Financial Services | 0.49% | 6,794,492 | -749,321 | -9.93% | $149,071,154 |
| INSMED INC | INSM | Healthcare | 0.49% | 902,666 | -318,430 | -26.08% | $147,603,944 |
| NVENT ELEC PLC | NVT | Other | 0.48% | 1,233,874 | -141,285 | -10.27% | $145,942,617 |
| COPART INC | CPRT | Industrials | 0.48% | 4,394,187 | -191,646 | -4.18% | $145,887,008 |
| HEALTHEQUITY INC | HQY | Healthcare | 0.46% | 1,659,616 | -195,592 | -10.54% | $138,694,109 |
| CARPENTER TECHNOLOGY CORP | CRS | Industrials | 0.46% | 350,896 | -66,663 | -15.96% | $138,305,658 |
| DONALDSON INC | DCI | Industrials | 0.45% | 1,615,349 | -92,523 | -5.42% | $137,094,670 |
| AMPHENOL CORP | APH | Technology | 0.45% | 1,077,434 | +1,077,434 | +100.00% | $136,133,786 |
| LINCOLN ELEC HLDGS INC | LECO | Industrials | 0.44% | 534,851 | -74,961 | -12.29% | $133,220,687 |
| STERLING INFRASTRUCTURE INC | STRL | Industrials | 0.44% | 323,421 | +282,167 | +683.97% | $131,719,671 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 0.43% | 74,849 | -90,730 | -54.80% | $129,415,418 |
| BIO-TECHNE CORP | TECH | Healthcare | 0.43% | 2,462,487 | +64,222 | +2.68% | $128,689,571 |
| CLEAN HARBORS INC | CLH | Industrials | 0.42% | 443,098 | +103,747 | +30.57% | $127,049,490 |
| CHIPOTLE MEXICAN GRILL INC | CMG | Consumer Cyclical | 0.41% | 3,910,673 | +597,632 | +18.04% | $125,180,643 |
| RELIANCE INC | RS | Basic Materials | 0.41% | 403,487 | +123,152 | +43.93% | $122,627,769 |
| POWER INTEGRATIONS INC | POWI | Technology | 0.40% | 2,380,677 | +2,380,677 | +100.00% | $121,890,662 |
| EAGLE MATLS INC | EXP | Basic Materials | 0.39% | 630,392 | +71,648 | +12.82% | $119,427,764 |
| DYNATRACE INC | DT | Technology | 0.39% | 3,229,051 | +13,198 | +0.41% | $119,410,306 |
| BENTLEY SYS INC | BSY | Technology | 0.39% | 3,322,723 | +707,550 | +27.06% | $116,694,032 |
| GLAUKOS CORP | GKOS | Healthcare | 0.38% | 1,073,819 | -33,099 | -2.99% | $115,607,354 |
| FIRST HORIZON CORPORATION | FHN | Financial Services | 0.38% | 5,058,092 | -277,929 | -5.21% | $115,122,174 |
| SHARKNINJA INC | SN | Other | 0.38% | 1,073,384 | -162,937 | -13.18% | $113,671,366 |
| VEEVA SYS INC | VEEV | Healthcare | 0.37% | 643,325 | -237,898 | -27.00% | $113,006,470 |
| DOXIMITY INC | DOCS | Healthcare | 0.37% | 4,834,220 | -622,765 | -11.41% | $112,637,326 |
| SYNAPTICS INC | SYNA | Technology | 0.37% | 1,586,244 | +1,586,244 | +100.00% | $111,100,530 |
| NATIONAL VISION HLDGS INC | EYE | Consumer Cyclical | 0.36% | 4,225,766 | -285,129 | -6.32% | $109,447,339 |
| PLANET FITNESS MASTER ISSUER | PLNT | Consumer Cyclical | 0.36% | 1,452,642 | -6,653 | -0.46% | $108,047,512 |
| DIEBOLD NIXDORF INC | DBD | Technology | 0.36% | 1,426,464 | -376,107 | -20.87% | $107,612,444 |
| FRESHPET INC | FRPT | Consumer Defensive | 0.35% | 1,813,185 | -139,582 | -7.15% | $106,905,388 |
| MILLICOM INTL CELLULAR S A | TIGO | Other | 0.35% | 1,405,608 | +1,280,433 | +1022.91% | $105,336,264 |
| KRYSTAL BIOTECH INC | KRYS | Healthcare | 0.35% | 407,178 | +30,838 | +8.19% | $105,182,221 |
| GARRETT MOTION INC | GTX | Consumer Cyclical | 0.35% | 5,762,697 | -296,590 | -4.89% | $104,708,204 |
| VERISK ANALYTICS INC | VRSK | Industrials | 0.34% | 547,504 | +147,953 | +37.03% | $103,888,884 |
| LITTELFUSE INC | LFUS | Technology | 0.34% | 304,575 | +304,575 | +100.00% | $103,357,526 |
| APPFOLIO INC | APPF | Technology | 0.34% | 643,231 | +4,990 | +0.78% | $101,514,716 |
| CASELLA WASTE SYS INC | CWST | Industrials | 0.33% | 1,257,092 | -211,114 | -14.38% | $99,737,679 |
| CHURCHILL DOWNS INC | CHDN | Consumer Cyclical | 0.32% | 1,093,389 | -52,024 | -4.54% | $98,219,134 |
| NATIONAL BK HLDGS CORP | NBHC | Financial Services | 0.32% | 2,474,861 | +2,474,861 | +100.00% | $96,915,557 |
| NOVANTA INC | NOVT | Technology | 0.31% | 783,084 | -125,822 | -13.84% | $92,490,051 |
| BIRKENSTOCK HOLDING PLC | BIRK | Other | 0.30% | 2,575,402 | +2,575,402 | +100.00% | $92,276,654 |
| ALIGNMENT HEALTHCARE INC | ALHC | Healthcare | 0.30% | 5,214,614 | +2,909,359 | +126.21% | $91,881,499 |
| POOL CORP | POOL | Industrials | 0.30% | 452,273 | -67,563 | -13.00% | $91,508,396 |
| STEPSTONE GROUP INC | STEP | Financial Services | 0.30% | 1,914,477 | +1,244,285 | +185.66% | $91,358,842 |
| ADVANCED DRAIN SYS INC DEL | WMS | Industrials | 0.30% | 655,684 | -32,363 | -4.70% | $89,913,947 |
| KENNAMETAL INC | KMT | Industrials | 0.30% | 2,482,535 | +2,482,535 | +100.00% | $89,693,990 |
| GUARDANT HEALTH INC | GH | Healthcare | 0.29% | 951,114 | +951,114 | +100.00% | $87,854,400 |
| OLD NATL BANCORP IND | ONB | Financial Services | 0.28% | 3,894,798 | -2,063,138 | -34.63% | $86,075,036 |
| FABRINET | FN | Other | 0.28% | 164,830 | -35,494 | -17.72% | $85,962,142 |
| CASEYS GEN STORES INC | CASY | Consumer Cyclical | 0.28% | 118,098 | +118,098 | +100.00% | $85,958,810 |