Asset manager
William Blair Investment Management, LLC
13F for the quarter to June 30, 2026, filed August 12, 2026 · SEC CIK 1644956
- Reported value
- $33.3bn 97% in companies we cover
- Positions we cover
- 370 Largest TSM 7.1%
- Copy, a year
- +13.0% S&P 500 +14.6%
- Copy Sharpe ratio
- 0.59 S&P 500 0.76
How copying its 13F would have done
Reported value by quarter
View chart data
| Period | Reported value |
|---|---|
| 2015-09-30 | $48.8B |
| 2015-12-31 | $24.7B |
| 2016-03-31 | $25.2B |
| 2016-06-30 | $25.3B |
| 2016-09-30 | $25.9B |
| 2016-12-31 | $25B |
| 2017-03-31 | $26.5B |
| 2017-06-30 | $27.5B |
| 2017-09-30 | $27.9B |
| 2017-12-31 | $25.7B |
| 2018-03-31 | $26.2B |
| 2018-06-30 | $26.9B |
| 2018-09-30 | $28.7B |
| 2018-12-31 | $20.1B |
| 2019-03-31 | $23.8B |
| 2019-06-30 | $23.8B |
| 2019-09-30 | $23.4B |
| 2019-12-31 | $25.1B |
| 2020-03-31 | $20.5B |
| 2020-06-30 | $24.6B |
| 2020-09-30 | $25.7B |
| 2020-12-31 | $30B |
| 2021-03-31 | $30.9B |
| 2021-06-30 | $31.9B |
| 2021-09-30 | $35.5B |
| 2021-12-31 | $37B |
| 2022-03-31 | $33.5B |
| 2022-06-30 | $27B |
| 2022-09-30 | $25.3B |
| 2022-12-31 | $26.1T |
| 2023-03-31 | $28.7B |
| 2023-06-30 | $31.2B |
| 2023-09-30 | $30.1B |
| 2023-12-31 | $34.4B |
| 2024-03-31 | $38.7B |
| 2024-06-30 | $38.1B |
| 2024-09-30 | $40.5B |
| 2024-12-31 | $40.9B |
| 2025-03-31 | $35.6B |
| 2025-06-30 | $37.7B |
| 2025-09-30 | $38.7B |
| 2025-12-31 | $35.9B |
| 2026-03-31 | $30.3B |
| 2026-06-30 | $33.3B |
Holdings and moves
| Company | Share of portfolio | Value | Shares | Change in shares |
|---|---|---|---|---|
| TSMTaiwan Semiconductor Manufacturing Co LTD | 7.09% | $2.4bn | 4.94M | −10.5% Reduced |
| NVDANVIDIA Corporation | 5.17% | $1.7bn | 8.60M | −3.8% Reduced |
| GOOGLAlphabet Inc. (Class A) | 3.43% | $1.1bn | 3.19M | +27.4% Added |
| AAPLApple Inc. | 2.84% | $943.3m | 3.26M | −32.3% Reduced |
| AVGOBroadcom | 2.34% | $776.7m | 2.06M | −6.6% Reduced |
| MSFTMicrosoft Corporation | 2.30% | $764.2m | 2.05M | −29.3% Reduced |
| METAMeta Platforms | 1.61% | $535.2m | 950.1K | −6.2% Reduced |
| AMZNAmazon | 1.42% | $473.6m | 1.99M | −37.2% Reduced |
| MAMastercard | 1.42% | $471.5m | 918.0K | −13.4% Reduced |
| AMDAdvanced Micro Devices | 1.33% | $443.5m | 763.5K | −26.8% Reduced |
| AMATApplied Materials | 1.08% | $360.0m | 497.9K | +1325.1% Added |
| GEGE Aerospace | 0.89% | $295.5m | 790.8K | New |
| AZNAstrazeneca PLC | 0.85% | $283.2m | 1.51M | −22.0% Reduced |
| PRMBPrimo Brands Corp | 0.84% | $279.3m | 11.43M | −12.5% Reduced |
| PEverpure | 0.82% | $272.2m | 3.46M | +19.9% Added |
| APHAmphenol | 0.81% | $270.7m | 1.54M | +42.5% Added |
| LINLinde plc | 0.79% | $262.0m | 505.0K | −20.6% Reduced |
| ONTOOnto Innovation Inc. | 0.76% | $251.8m | 665.4K | −31.0% Reduced |
| BWABorgwarner Inc | 0.76% | $251.3m | 3.78M | +31.2% Added |
| CGCarlyle Group Inc. | 0.75% | $249.1m | 5.91M | −6.1% Reduced |
| ARGXArgenx SE | 0.74% | $245.5m | 264.6K | −0.5% Reduced |
| MLIMueller Industries Inc | 0.73% | $244.2m | 1.99M | −5.9% Reduced |
| MNSTMonster Beverage | 0.73% | $244.0m | 2.54M | −13.5% Reduced |
| FFIVF5, Inc. | 0.73% | $243.9m | 586.3K | −9.8% Reduced |
| CWCurtiss Wright Corp | 0.72% | $240.4m | 317.3K | +36.7% Added |
| SNOWSnowflake Inc. | 0.69% | $229.3m | 901.1K | −20.1% Reduced |
| TWSTTwist Bioscience Corp | 0.67% | $223.7m | 2.17M | −58.7% Reduced |
| TEVATeva Pharmaceutical Industries LTD | 0.67% | $223.4m | 6.59M | +362.5% Added |
| UNHUnitedHealth Group | 0.65% | $217.5m | 523.4K | −22.3% Reduced |
| CRWDCrowdStrike | 0.65% | $214.8m | 281.4K | New |
| RRXRegal Rexnord Corp | 0.64% | $212.3m | 891.1K | +6.4% Added |
| KRYSKrystal Biotech, Inc. | 0.64% | $211.9m | 570.2K | +40.0% Added |
| CRSCarpenter Technology Corp | 0.62% | $205.2m | 332.6K | −5.2% Reduced |
| POWIPower Integrations Inc | 0.60% | $199.5m | 2.38M | +0.1% |
| NVTnVent Electric plc | 0.60% | $198.1m | 1.17M | −5.4% Reduced |
| GHGuardant Health, Inc. | 0.59% | $196.7m | 1.31M | +37.9% Added |
| HALOHalozyme Therapeutics, Inc. | 0.59% | $196.5m | 2.51M | −0.6% Reduced |
| TLNTalen Energy Corp | 0.57% | $191.2m | 497.7K | −5.2% Reduced |
| TRUTransunion | 0.57% | $191.1m | 2.65M | −8.4% Reduced |
| CCJCameco Corp | 0.57% | $189.3m | 1.86M | +10.5% Added |
| STRLSterling Infrastructure, Inc. | 0.56% | $187.8m | 223.7K | −30.8% Reduced |
| COSTCostco | 0.56% | $186.5m | 199.4K | −34.1% Reduced |
| ALHCAlignment Healthcare, Inc. | 0.56% | $184.8m | 7.76M | +48.8% Added |
| CHRWC.H. Robinson | 0.55% | $184.3m | 978.3K | −6.1% Reduced |
| STXSeagate Technology | 0.55% | $184.2m | 190.8K | New |
| DIODDiodes Inc | 0.55% | $184.2m | 1.68M | +281.1% Added |
| BWXTBWX Technologies, Inc. | 0.55% | $183.2m | 941.2K | −4.1% Reduced |
| AKAMAkamai Technologies | 0.55% | $181.5m | 1.54M | −5.2% Reduced |
| BWINBaldwin Insurance Group, Inc. | 0.54% | $179.0m | 6.73M | −0.9% Reduced |
| BSYBentley Systems Inc | 0.53% | $177.6m | 5.94M | +78.8% Added |
| LSCCLattice Semiconductor Corp | 0.53% | $177.5m | 1.16M | −43.2% Reduced |
| MDGLMadrigal Pharmaceuticals, Inc. | 0.52% | $174.0m | 324.1K | −4.8% Reduced |
| EGEverest Group | 0.52% | $171.4m | 479.9K | −5.2% Reduced |
| AAgilent Technologies | 0.51% | $171.0m | 1.29M | −28.3% Reduced |
| ORLYO'Reilly Automotive | 0.51% | $170.8m | 1.86M | −16.1% Reduced |
| DTDynatrace, Inc. | 0.51% | $169.4m | 3.86M | +19.5% Added |
| MIRMMirum Pharmaceuticals, Inc. | 0.49% | $164.5m | 1.40M | +318.5% Added |
| HQYHealthequity, Inc. | 0.48% | $160.2m | 1.77M | +6.8% Added |
| IDXXIdexx Laboratories | 0.47% | $157.0m | 298.2K | −15.2% Reduced |
| NOWServiceNow | 0.46% | $154.0m | 1.55M | −34.6% Reduced |
| SYNASynaptics Inc | 0.46% | $154.0m | 1.24M | −21.9% Reduced |
| TXNTexas Instruments | 0.45% | $150.9m | 506.2K | +19.3% Added |
| SNSharkninja, Inc. | 0.45% | $150.3m | 986.8K | −8.1% Reduced |
| WSTWest Pharmaceutical Services | 0.45% | $149.8m | 417.3K | +950.5% Added |
| LOPEGrand Canyon Education, Inc. | 0.45% | $148.7m | 1.04M | +6.0% Added |
| LFUSLittelfuse Inc | 0.44% | $146.5m | 321.7K | +5.6% Added |
| CNQCanadian Natural Resources Ltd | 0.43% | $143.7m | 3.64M | New |
| RSReliance, Inc. | 0.43% | $142.9m | 382.5K | −5.2% Reduced |
| FPSForgent Power Solutions, Inc. | 0.42% | $140.6m | 2.52M | New |
| PTCTPTC Therapeutics, Inc. | 0.42% | $140.5m | 1.72M | New |
| TKRTimken Co | 0.42% | $138.8m | 954.8K | +18347.4% Added |
| CYTKCytokinetics Inc | 0.41% | $136.6m | 1.60M | +47.4% Added |
| LECOLincoln Electric Holdings Inc | 0.41% | $134.6m | 506.9K | −5.2% Reduced |
| EXPEagle Materials Inc | 0.39% | $129.8m | 576.7K | −8.5% Reduced |
| CLHClean Harbors Inc | 0.38% | $125.2m | 419.2K | −5.4% Reduced |
| NOVTNovanta Inc | 0.37% | $124.3m | 765.9K | −2.2% Reduced |
| BIRKBirkenstock Holding plc | 0.37% | $123.3m | 2.87M | +11.3% Added |
| FHNFirst Horizon Corp | 0.37% | $123.3m | 4.81M | −4.9% Reduced |
| ETSYEtsy Inc | 0.36% | $120.4m | 1.60M | New |
| TIGOMillicom International Cellular SA | 0.36% | $118.9m | 1.31M | −6.8% Reduced |
| DBDDiebold Nixdorf, Inc | 0.35% | $117.3m | 1.38M | −3.3% Reduced |
| GTXGarrett Motion Inc. | 0.35% | $117.1m | 3.23M | −43.9% Reduced |
| EHCEncompass Health Corp | 0.35% | $116.4m | 1.15M | +43.3% Added |
| APPFAppfolio Inc | 0.35% | $115.7m | 721.8K | +12.2% Added |
| MARMarriott International | 0.34% | $111.5m | 300.9K | +255.5% Added |
| NBHCNational Bank Holdings Corp | 0.33% | $111.0m | 2.50M | +0.9% Added |
| CMGChipotle Mexican Grill | 0.33% | $110.0m | 3.24M | −17.3% Reduced |
| SAIASaia Inc | 0.33% | $109.1m | 259.0K | +52.2% Added |
| RGENRepligen Corp | 0.32% | $107.6m | 788.6K | New |
| FRPTFreshpet, Inc. | 0.32% | $107.1m | 1.81M | −0.1% |
| JAZZJazz Pharmaceuticals plc | 0.32% | $105.3m | 436.9K | +516.4% Added |
| MLMMartin Marietta Materials | 0.32% | $104.9m | 181.9K | −33.2% Reduced |
| KNXKnight-swift Transportation Holdings Inc. | 0.31% | $103.6m | 1.33M | +41.0% Added |
| WFRDWeatherford International plc | 0.31% | $102.8m | 1.26M | +117.4% Added |
| GMEDGlobus Medical Inc | 0.30% | $101.5m | 1.28M | −36.1% Reduced |
| NUNu Holdings Ltd. | 0.30% | $101.5m | 7.60M | −38.1% Reduced |
| HBMHudbay Minerals Inc. | 0.30% | $99.5m | 4.22M | New |
| ONBOLD National Bancorp | 0.30% | $99.3m | 3.83M | −1.6% Reduced |
| LBLandbridge Corp | 0.29% | $97.9m | 1.24M | +39.2% Added |
| WGSGenedx Holdings Corp. | 0.29% | $96.2m | 1.40M | +80.7% Added |
| CASYCasey's | 0.29% | $95.6m | 120.3K | +1.9% Added |
| MANHManhattan Associates Inc | 0.28% | $94.0m | 675.4K | +7.3% Added |
| GKOSGlaukos Corp | 0.28% | $92.5m | 661.7K | −38.4% Reduced |
| CHDNChurchill Downs Inc | 0.28% | $92.3m | 1.03M | −5.8% Reduced |
| EYENational Vision Holdings, Inc. | 0.27% | $90.2m | 4.75M | +12.3% Added |
| CAVACAVA Group, Inc. | 0.27% | $89.9m | 1.15M | −52.2% Reduced |
| CFRCullen/frost Bankers, Inc. | 0.27% | $89.4m | 578.7K | −5.4% Reduced |
| CPRTCopart | 0.27% | $89.1m | 3.16M | −28.1% Reduced |
| VCELVericel Corp | 0.27% | $88.7m | 1.99M | +8.7% Added |
| CARTMaplebear Inc. | 0.26% | $86.5m | 1.83M | −5.2% Reduced |
| FLSFlowserve Corp | 0.26% | $84.9m | 1.14M | +23.8% Added |
| VCYTVeracyte, Inc. | 0.25% | $84.1m | 1.43M | +44.7% Added |
| OSISOSI Systems Inc | 0.25% | $83.0m | 379.4K | +121.0% Added |
| EVREvercore Inc. | 0.25% | $81.8m | 239.5K | −6.6% Reduced |
| NXTNextpower Inc. | 0.24% | $80.0m | 671.8K | −58.6% Reduced |
| STEPStepstone Group Inc. | 0.24% | $79.8m | 1.93M | +0.8% Added |
| VSHVishay Intertechnology Inc | 0.24% | $79.1m | 1.47M | −18.4% Reduced |
| MMSIMerit Medical Systems Inc | 0.24% | $78.9m | 1.14M | +46.3% Added |
| VRSKVerisk Analytics, Inc. | 0.23% | $77.1m | 429.4K | −21.6% Reduced |
| GWREGuidewire Software, Inc. | 0.23% | $75.0m | 609.4K | +78.5% Added |
| AAOIApplied Optoelectronics, Inc. | 0.23% | $74.7m | 504.2K | New |
| HLIOHelios Technologies, Inc. | 0.22% | $74.5m | 834.2K | −10.4% Reduced |
| LRNStride, Inc. | 0.21% | $71.0m | 823.7K | New |
| PWPPerella Weinberg Partners | 0.21% | $70.1m | 4.39M | +7.7% Added |
| APGApi Group Corp | 0.21% | $69.9m | 1.65M | −5.2% Reduced |
| KMTKennametal Inc | 0.21% | $69.6m | 1.99M | −20.0% Reduced |
| JBTMJBT Marel Corp | 0.20% | $67.5m | 465.4K | +176.8% Added |
| INSMInsmed Inc | 0.20% | $67.2m | 629.8K | −30.2% Reduced |
| LAURLaureate Education, Inc. | 0.20% | $67.0m | 1.84M | −14.3% Reduced |
| TEXTerex Corp | 0.20% | $66.9m | 924.6K | +8.3% Added |
| KWRQuaker Chemical Corp | 0.20% | $66.8m | 420.5K | +8.3% Added |
| CGNXCognex Corp | 0.20% | $66.0m | 910.9K | −10.4% Reduced |
| CIENCiena | 0.20% | $65.6m | 133.8K | −66.4% Reduced |
| ESTAEstablishment Labs Holdings Inc. | 0.18% | $61.3m | 714.1K | +3.6% Added |
| SPCXSpace Exploration Technologies Corp | 0.18% | $59.7m | 349.5K | New |
| SCCOSouthern Copper Corp/ | 0.18% | $59.4m | 340.7K | −7.4% Reduced |
| BFAMBright Horizons Family Solutions Inc. | 0.17% | $58.1m | 819.6K | −18.3% Reduced |
| MODModine Manufacturing Co | 0.17% | $57.1m | 213.9K | −12.1% Reduced |
| TPGTPG Inc. | 0.17% | $56.3m | 1.39M | +24.8% Added |
| RACEFerrari N.V. | 0.17% | $55.1m | 148.1K | −18.2% Reduced |
| CRCLCircle Internet Group, Inc. | 0.16% | $53.9m | 861.3K | New |
| AUBAtlantic Union Bankshares Corp | 0.16% | $53.5m | 1.27M | −8.3% Reduced |
| RVLVRevolve Group, Inc. | 0.16% | $53.4m | 2.33M | +32.1% Added |
| PSMTPricesmart Inc | 0.16% | $53.2m | 272.1K | +413.5% Added |
| BCPCBalchem Corp | 0.16% | $53.1m | 314.1K | −0.4% |
| RYAAYRyanair Holdings PLC | 0.16% | $52.5m | 810.3K | +92.8% Added |
| AMXAmerica Movil SAB DE Cv/ | 0.16% | $52.2m | 2.01M | New |
| ESABESAB Corp | 0.15% | $49.7m | 503.6K | +66.8% Added |
| KRMNKarman Holdings Inc. | 0.15% | $48.8m | 977.5K | New |
| RSIRush Street Interactive, Inc. | 0.15% | $48.6m | 1.64M | −29.8% Reduced |
| Company | Bought (value) | Shares |
|---|---|---|
| AMATApplied Materials | $334.8m | 463.0K |
| GEGE Aerospace | $295.5m | 790.8K |
| GOOGLAlphabet Inc. (Class A) | $245.3m | 686.4K |
| CRWDCrowdStrike | $214.8m | 281.4K |
| STXSeagate Technology | $184.2m | 190.8K |
| TEVATeva Pharmaceutical Industries LTD | $175.1m | 5.17M |
| CNQCanadian Natural Resources Ltd | $143.7m | 3.64M |
| FPSForgent Power Solutions, Inc. | $140.6m | 2.52M |
| PTCTPTC Therapeutics, Inc. | $140.5m | 1.72M |
| TKRTimken Co | $138.0m | 949.7K |
| DIODDiodes Inc | $135.8m | 1.24M |
| WSTWest Pharmaceutical Services | $135.6m | 377.6K |
| MIRMMirum Pharmaceuticals, Inc. | $125.2m | 1.07M |
| ETSYEtsy Inc | $120.4m | 1.60M |
| RGENRepligen Corp | $107.6m | 788.6K |
| Company | Sold (value) | Shares |
|---|---|---|
| AAPLApple Inc. | −$449.2m | −1.55M |
| TWSTTwist Bioscience Corp | −$318.4m | −3.10M |
| MSFTMicrosoft Corporation | −$316.4m | −848.1K |
| AMZNAmazon | −$280.4m | −1.18M |
| TSMTaiwan Semiconductor Manufacturing Co LTD | −$277.9m | −581.9K |
| TECHBio-Techne | −$173.7m | −2.46M |
| AMDAdvanced Micro Devices | −$162.1m | −279.1K |
| COHRCoherent Corp. | −$159.2m | −668.1K |
| DCIDonaldson Co Inc | −$141.9m | −1.58M |
| LSCCLattice Semiconductor Corp | −$135.1m | −883.3K |
| CIENCiena | −$129.9m | −264.8K |
| MELIMercadolibre Inc | −$126.3m | −74.4K |
| NXTNextpower Inc. | −$113.3m | −950.7K |
| ONTOOnto Innovation Inc. | −$113.1m | −298.8K |
| VEEVVeeva Systems Inc | −$113.0m | −643.3K |
| Company | Value last quarter | Shares |
|---|---|---|
| COHRCoherent Corp. | $159.2m | 668.1K |
| VEEVVeeva Systems Inc | $113.0m | 643.3K |
| DOCSDoximity, Inc. | $112.6m | 4.83M |
| PLNTPlanet Fitness, Inc. | $108.0m | 1.45M |
| POOLPool Corp | $91.5m | 452.3K |
| WMSAdvanced Drainage Systems, Inc. | $89.9m | 655.7K |
| PSNParsons Corp | $80.6m | 1.49M |
| TYLTyler Technologies Inc | $73.9m | 215.7K |
| INSPInspire Medical Systems, Inc. | $58.7m | 1.14M |
| SPOTSpotify Technology S.a. | $51.9m | 106.9K |
| BRBRBellring Brands, Inc. | $48.8m | 3.03M |
| GFIGold Fields LTD | $46.5m | 1.02M |
| LPXLouisiana-pacific Corp | $43.4m | 596.1K |
| BEBloom Energy | $43.0m | 317.7K |
| ACVAACV Auctions Inc. | $30.6m | 7.21M |
| PODDInsulet Corporation | $29.2m | 139.1K |
| SMPLSimply Good Foods Co | $27.4m | 1.91M |
| IIIVI3 Verticals, Inc. | $26.3m | 1.18M |
| WSCWillscot Holdings Corp | $25.9m | 1.49M |
| AMPXAmprius Technologies, Inc. | $19.7m | 1.17M |
| AEHRAehr Test Systems | $19.0m | 513.3K |
| LITELumentum | $18.7m | 26.6K |
| BGSIBoyd Group Services Inc. | $17.3m | 135.2K |
| OMFOnemain Holdings, Inc. | $14.5m | 271.1K |
| JBIJanus International Group, Inc. | $14.1m | 2.73M |
| TXRHTexas Roadhouse, Inc. | $13.6m | 82.6K |
| SANMSanmina Corp | $13.2m | 101.7K |
| SLGNSilgan Holdings Inc | $11.3m | 291.7K |
| WAFDWafd Inc | $11.1m | 352.8K |
| DSGXDescartes Systems Group Inc | $9.2m | 128.2K |
| Period | Copy, a year | S&P 500 | Sharpe | S&P 500 | Biggest drop | Beta |
|---|---|---|---|---|---|---|
| Whole backtestNovember 13, 2015 to November 2, 2026 | +13.0% | +14.6% | 0.59 | 0.76 | −36.1% | 1.13 |
| 2018 onwardsJanuary 5, 2018 to November 2, 2026 | +11.3% | +13.9% | 0.48 | 0.66 | −36.1% | 1.12 |
| Last three yearsNovember 3, 2023 to November 2, 2026 | +15.7% | +21.8% | 0.69 | 1.16 | −21.4% | 1.11 |
| Last yearNovember 7, 2025 to November 2, 2026 | +8.1% | +14.2% | 0.34 | 0.84 | −11.5% | 1.10 |