13F value (AUM)
$33.3B
William Blair Investment Management
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
$33.3B
13F long value · 2026-Q2Positions403
CategoryAsset Manager
Quarters tracked9
● #244 of 581 by 13F value
Size rank 6/10
34 NEW28 ADD18 2×+56 TRIM9 NEAR EXIT32 EXIT
Snapshot
William Blair Investment Management's 13F portfolio at a glance — size, concentration and this quarter's activity.
Positions
403 (37 unmapped)
Top 100 weight
76.3%
Quarters tracked
9
Latest 13F filed
Aug 12, 2026
New positions
34
Exits / near-exits
41
13F value by quarter
Total reported long value each quarter — fund flows plus market moves.
Top holdings — 2026-Q2
The fund's largest reported positions. The 100 shown cover 76.3% of the portfolio.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 7.1% | $2.4B | 4.9M | -15.2% |
| NVDA | NVIDIA CORPORATION | 5.2% | $1.7B | 8.6M | +18.0% |
| GOOGL | ALPHABET INC | 3.4% | $1.1B | 3.2M | -4.1% |
| AAPL | APPLE INC | 2.8% | $943.3M | 3.3M | +15.0% |
| AVGO | BROADCOM INC | 2.3% | $776.7M | 2.1M | -7.7% |
| MSFT | MICROSOFT CORP | 2.3% | $764.2M | 2.0M | +39.2% |
| META | META PLATFORMS INC | 1.6% | $535.2M | 950.1K | +29.8% |
| AMZN | AMAZON COM INC | 1.4% | $473.6M | 2.0M | +5.9% |
| MA | MASTERCARD INCORPORATED | 1.4% | $471.5M | 918.0K | +6.4% |
| AMD | ADVANCED MICRO DEVICES INC | 1.3% | $443.5M | 763.5K | +9.4% |
| AMAT | APPLIED MATLS INC | 1.1% | $360.0M | 497.9K | -44.0% |
| GE | GE AEROSPACE | 0.9% | $295.5M | 790.8K | -23.9% |
| — | ASTRAZENECA PLC | 0.9% | $283.2M | 1.5M | — |
| PRMB | PRIMO BRANDS CORPORATION | 0.8% | $279.3M | 11.4M | -17.8% |
| P | EVERPURE INC | 0.8% | $272.2M | 3.5M | — |
Quarterly changes — 2026-Q2
What William Blair Investment Management opened, added, trimmed and exited this quarter, largest dollar moves first.
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|---|---|---|---|---|---|
| ADD | GOOGL | ALPHABET INC | 2.5M | 3.2M | +27.4% | +$420.1M |
| 2×+ | AMAT | APPLIED MATLS INC | 34.9K | 497.9K | +1325.1% | +$348.1M |
| TRIM | MSFT | MICROSOFT CORP | 2.9M | 2.0M | -29.3% | -$308.1M |
| NEW | GE | GE AEROSPACE | — | 790.8K | — | +$295.5M |
| TRIM | AAPL | APPLE INC | 4.8M | 3.3M | -32.3% | -$278.1M |
| TRIM | AMD | ADVANCED MICRO DEVICES INC | 1.0M | 763.5K | -26.8% | +$231.4M |
| NEW | CRWD | CROWDSTRIKE HLDGS INC | — | 281.4K | — | +$214.8M |
| NEAR EXIT | INTU | INTUIT | 533.7K | 132.4K | -75.2% | -$196.2M |
| TRIM | AMZN | AMAZON COM INC | 3.2M | 2.0M | -37.2% | -$185.3M |
| NEW | — | SEAGATE TECHNOLOGY HLDNGS PL | — | 190.8K | — | +$184.2M |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.