William Blair Investment Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 12, 2026, William Blair Investment Management, Llc disclosed 399 stock positions valued at approximately $33.25B as of quarter-end June 30, 2026. The largest holdings include TAIWAN SEMICONDUCTOR MANUFAC, NVIDIA CORPORATION, and ALPHABET INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 399
- Portfolio Value
- $33.25B
Holdings by Sector
William Blair Investment Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 7.09% | 4,936,408 | -581,852 | -10.54% | $2,357,357,783 |
| NVIDIA CORPORATION | NVDA | Technology | 5.17% | 8,599,021 | -342,735 | -3.83% | $1,720,578,016 |
| ALPHABET INC | GOOGL | Communication Services | 3.43% | 3,191,012 | +686,407 | +27.41% | $1,140,372,074 |
| APPLE INC | AAPL | Technology | 2.84% | 3,259,914 | -1,552,519 | -32.26% | $943,288,764 |
| BROADCOM INC | AVGO | Technology | 2.34% | 2,056,135 | -145,423 | -6.61% | $776,705,149 |
| MICROSOFT CORP | MSFT | Technology | 2.30% | 2,048,642 | -848,140 | -29.28% | $764,184,389 |
| META PLATFORMS INC | META | Communication Services | 1.61% | 950,115 | -63,007 | -6.22% | $535,190,234 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.42% | 1,987,085 | -1,176,544 | -37.19% | $473,601,839 |
| MASTERCARD INCORPORATED | MA | Financial Services | 1.42% | 918,005 | -142,646 | -13.45% | $471,487,500 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.33% | 763,517 | -279,077 | -26.77% | $443,534,660 |
| APPLIED MATLS INC | AMAT | Technology | 1.08% | 497,946 | +463,006 | +1325.15% | $360,014,958 |
| GE AEROSPACE | GE | Industrials | 0.89% | 790,801 | +790,801 | +100.00% | $295,546,058 |
| PRIMO BRANDS CORPORATION | PRMB | Consumer Defensive | 0.84% | 11,426,823 | -1,629,369 | -12.48% | $279,271,556 |
| EVERPURE INC | PSTG | Technology | 0.82% | 3,455,381 | +573,900 | +19.92% | $272,249,469 |
| AMPHENOL CORP | APH | Technology | 0.81% | 1,535,059 | +457,625 | +42.47% | $270,661,603 |
| LINDE PLC | LIN | Other | 0.79% | 504,953 | -131,385 | -20.65% | $262,040,310 |
| ONTO INNOVATION INC | ONTO | Technology | 0.76% | 665,377 | -298,836 | -30.99% | $251,811,926 |
| BORGWARNER INC | BWA | Consumer Cyclical | 0.76% | 3,784,707 | +900,645 | +31.23% | $251,304,551 |
| CARLYLE GROUP INC | CG | Financial Services | 0.75% | 5,914,905 | -386,204 | -6.13% | $249,076,659 |
| ARGENX SE | ARGX | Healthcare | 0.74% | 264,617 | -1,450 | -0.54% | $245,489,701 |
| MUELLER INDS INC | MLI | Industrials | 0.73% | 1,986,139 | -123,590 | -5.86% | $244,156,078 |
| MONSTER BEVERAGE CORP NEW | MNST | Consumer Defensive | 0.73% | 2,538,136 | -397,111 | -13.53% | $243,965,632 |
| F5 INC | FFIV | Technology | 0.73% | 586,271 | -63,677 | -9.80% | $243,865,285 |
| CREDICORP LTD | BAP | Other | 0.73% | 625,144 | +2,454 | +0.39% | $243,543,600 |
| CURTISS WRIGHT CORP | CW | Industrials | 0.72% | 317,306 | +85,237 | +36.73% | $240,441,795 |
| ITAU UNIBANCO HLDG S A | ITUB | Financial Services | 0.69% | 28,283,482 | -3,401,226 | -10.73% | $231,061,774 |
| SNOWFLAKE INC | SNOW | Technology | 0.69% | 901,087 | -226,438 | -20.08% | $229,326,642 |
| TWIST BIOSCIENCE CORP | TWST | Healthcare | 0.67% | 2,174,594 | -3,095,124 | -58.73% | $223,722,231 |
| TEVA PHARMACEUTICAL INDS LTD | TEVA | Healthcare | 0.67% | 6,593,221 | +5,167,554 | +362.47% | $223,369,747 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.65% | 523,387 | -149,876 | -22.26% | $217,535,213 |
Showing 30 of 399 holdings in the latest reporting period.