William Blair Investment Management, LLC 13F Holdings
William Blair Investment Management, LLC's holdings from its Form 13F-HR filing for the quarter ended June 30, 2026, compared with the previous quarter (March 31, 2026). 13F filings list the long U.S. equity positions held by institutional investment managers with over $100 million under management.
Quarter
Q2 2026
Reported 13F value
$33.3B
Largest holding
Taiwan Semiconductor Manufac (sponsored Ads)
Biggest Buys (Q2 2026)
| Security | Change | Value of change | % of portfolio |
|---|---|---|---|
| GE AEROSPACE (COM NEW) | New position | $295.5M | 0.89% |
| APPLIED MATLS INC | +463,000 sh | $246.5M | 1.08% |
| ALPHABET INC (CAP STK CL A) | +686,400 sh | $221.3M | 3.43% |
| CROWDSTRIKE HLDGS INC (CL A) | New position | $214.8M | 0.65% |
| SEAGATE TECHNOLOGY HLDNGS PL | New position | $184.2M | 0.55% |
| TEVA PHARMACEUTICAL INDS LTD (SPONSORED ADS) | +5.17M sh | $165.4M | 0.67% |
| CANADIAN NAT RES LTD MED TER | New position | $143.7M | 0.43% |
| FORGENT POWER SOLUTIONS INC (COM SHS CL A) | New position | $140.6M | 0.42% |
| PTC THERAPEUTICS INC | New position | $140.5M | 0.42% |
| ETSY INC | New position | $120.4M | 0.36% |
Biggest Sells (Q2 2026)
| Security | Change | Value of change | % of portfolio |
|---|---|---|---|
| APPLE INC | -1.55M sh | -$421.6M | 2.84% |
| MICROSOFT CORP | -848,200 sh | -$315.2M | 2.30% |
| AMAZON COM INC | -1.18M sh | -$262.7M | 1.42% |
| TAIWAN SEMICONDUCTOR MANUFAC (SPONSORED ADS) | -581,900 sh | -$237.3M | 7.09% |
| TWIST BIOSCIENCE CORP | -3.10M sh | -$232.8M | 0.67% |
| COHERENT CORP | Sold out | -$159.2M | 0.00% |
| BIO-TECHNE CORP | -2.46M sh | -$151.1M | 0.00% |
| INTUIT | -401,300 sh | -$139.1M | 0.10% |
| DONALDSON INC | -1.58M sh | -$138.0M | 0.01% |
| MERCADOLIBRE INC | -74,400 sh | -$127.5M | 0.00% |
Top 50 Holdings
| Security | Value | % of portfolio | Change in shares |
|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFAC (SPONSORED ADS) | $2.4B | 7.09% | -10.54% |
| NVIDIA CORPORATION | $1.7B | 5.17% | -3.83% |
| ALPHABET INC (CAP STK CL A) | $1.1B | 3.43% | +27.41% |
| APPLE INC | $943.3M | 2.84% | -32.26% |
| BROADCOM INC | $776.7M | 2.34% | -6.61% |
| MICROSOFT CORP | $764.2M | 2.30% | -29.28% |
| META PLATFORMS INC (CL A) | $535.2M | 1.61% | -6.22% |
| AMAZON COM INC | $473.6M | 1.42% | -37.19% |
| MASTERCARD INCORPORATED (CL A) | $471.5M | 1.42% | -13.45% |
| ADVANCED MICRO DEVICES INC | $443.5M | 1.33% | -26.77% |
| APPLIED MATLS INC | $360.0M | 1.08% | +1325.15% |
| GE AEROSPACE (COM NEW) | $295.5M | 0.89% | New |
| ASTRAZENECA PLC | $283.2M | 0.85% | -22.00% |
| PRIMO BRANDS CORPORATION (CLASS A COM SHS) | $279.3M | 0.84% | -12.48% |
| EVERPURE INC (CL A) | $272.2M | 0.82% | +19.92% |
| AMPHENOL CORP (CL A) | $270.7M | 0.81% | +42.47% |
| LINDE PLC | $262.0M | 0.79% | -20.65% |
| ONTO INNOVATION INC | $251.8M | 0.76% | -30.99% |
| BORGWARNER INC | $251.3M | 0.76% | +31.23% |
| CARLYLE GROUP INC | $249.1M | 0.75% | -6.13% |
| ARGENX SE (SPONSORED ADR) | $245.5M | 0.74% | -0.55% |
| MUELLER INDS INC | $244.2M | 0.73% | -5.86% |
| MONSTER BEVERAGE CORP NEW | $244.0M | 0.73% | -13.53% |
| F5 INC | $243.9M | 0.73% | -9.80% |
| CREDICORP LTD | $243.5M | 0.73% | +0.39% |
| CURTISS WRIGHT CORP | $240.4M | 0.72% | +36.73% |
| ITAU UNIBANCO HLDG S A (SPON ADR REP PFD) | $231.1M | 0.69% | -10.73% |
| SNOWFLAKE INC (COM SHS) | $229.3M | 0.69% | -20.08% |
| TWIST BIOSCIENCE CORP | $223.7M | 0.67% | -58.73% |
| TEVA PHARMACEUTICAL INDS LTD (SPONSORED ADS) | $223.4M | 0.67% | +362.47% |
| UNITEDHEALTH GROUP INC | $217.5M | 0.65% | -22.26% |
| CROWDSTRIKE HLDGS INC (CL A) | $214.8M | 0.65% | New |
| REGAL REXNORD CORPORATION | $212.3M | 0.64% | +6.41% |
| KRYSTAL BIOTECH INC | $211.9M | 0.64% | +40.03% |
| CARPENTER TECHNOLOGY CORP | $205.2M | 0.62% | -5.21% |
| POWER INTEGRATIONS INC | $199.5M | 0.60% | +0.06% |
| NVENT ELEC PLC | $198.1M | 0.60% | -5.36% |
| GUARDANT HEALTH INC | $196.7M | 0.59% | +37.87% |
| HALOZYME THERAPEUTICS INC | $196.5M | 0.59% | -0.59% |
| TALEN ENERGY CORP | $191.2M | 0.57% | -5.25% |
| TRANSUNION | $191.1M | 0.57% | -8.39% |
| CAMECO CORP | $189.3M | 0.57% | +10.49% |
| STERLING INFRASTRUCTURE INC | $187.8M | 0.56% | -30.83% |
| COSTCO WHOLESALE CORPORATION | $186.5M | 0.56% | -34.09% |
| ALIGNMENT HEALTHCARE INC | $184.8M | 0.56% | +48.84% |
| C H ROBINSON WORLDWIDE IN (COM NEW) | $184.3M | 0.55% | -6.08% |
| SEAGATE TECHNOLOGY HLDNGS PL | $184.2M | 0.55% | New |
| DIODES INC | $184.2M | 0.55% | +281.08% |
| BWX TECHNOLOGIES INC | $183.2M | 0.55% | -4.13% |
| AKAMAI TECHNOLOGIES INC | $181.5M | 0.55% | -5.16% |
Values are as reported in the filing, adjusted for stock splits. Ranked by market value; options and other non-equity positions may be included where the filing lists them.
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