13F-HRCIK 0001644956
Last filed Aug 12, 2026William Blair Investment Management, LLC·13F Holdings
$21.7B+7.2% vs prior quarter
- Positions
- 164
- Top-10 weight
- 44%
- Largest
- TSM · 11%
- Quarter ending
- Jun 30, 2026
- Added
- 65
- Trimmed
- 95
- Sold out
- 16
- Last filed
- Aug 12, 2026
Portfolio
What does William Blair Investment Management, LLC own?
William Blair Investment Management, LLC reported 164 long equity positions worth $21.7B for the quarter ending Jun 30, 2026. The largest is TSM at 11% of reported value. The ten largest positions make up 44% of the portfolio. Against the prior quarter it added to 65 positions, trimmed 95 and sold out of 16. The latest 13F was filed Aug 12, 2026.
Largest positionsValue · weight
- TSMTaiwan Semiconductor Manufacturing$2.4B11% of portfolio
- NVDANVIDIA Corporation$1.7B7.9% of portfolio
- GOOGLAlphabet Inc.$1.1B5.3% of portfolio
- AAPLApple Inc.$943.3M4.4% of portfolio
- AVGOBroadcom Inc.$776.7M3.6% of portfolio
- MSFTMicrosoft Corporation$764.2M3.5% of portfolio
- METAMeta Platforms, Inc.$535.2M2.5% of portfolio
- AMZNAmazon.com, Inc.$473.6M2.2% of portfolio
- MAMastercard Incorporated$471.5M2.2% of portfolio
- AMDAdvanced Micro Devices, Inc.$443.5M2.0% of portfolio
Sector tilt
Which sectors does William Blair Investment Management, LLC lean on?
Technology (46%) and Industrials (10%) are the two largest sectors by reported value.
By share of reported value, across 164 classified tickers.
Quarter changes
What did William Blair Investment Management, LLC buy and sell last quarter?
Largest additions last quarterEst. value
Reported value
How has William Blair Investment Management, LLC's 13F value moved?
Reported value went from $21.4B to $21.7B over 10 quarters. It moves with prices and with buying and selling, so it is not a fund return.
$21.4BMar 2024
$21.8BJun 2024
$22.8BSep 2024
$23.6BDec 2024
$20.8BMar 2025
$23.8BJun 2025
$25.3BSep 2025
$24.2BDec 2025
$20.2BMar 2026
$21.7BJun 2026
Latest 13F
What William Blair Investment Management, LLC changed in its latest 13F
| Company | Change | Shares vs prior | Est. value | Filed |
|---|---|---|---|---|
| Apple Inc. AAPL | -32% | $449.2M | Aug 12, 2026 | |
| Applied Materials, Inc. AMAT | +1325% | $334.8M | Aug 12, 2026 | |
| Microsoft Corporation MSFT | -29% | $316.4M | Aug 12, 2026 | |
| GE Aerospace GE | New | $295.5M | Aug 12, 2026 | |
| Amazon.com, Inc. AMZN | -37% | $280.4M | Aug 12, 2026 | |
| Taiwan Semiconductor Manufacturing TSM | -11% | $277.9M | Aug 12, 2026 | |
| Alphabet Inc. GOOGL | +27% | $245.3M | Aug 12, 2026 | |
| CrowdStrike Holdings, Inc. CRWD | New | $214.8M | Aug 12, 2026 | |
| Bio-Techne Corporation TECH | -100% | $173.7M | Aug 12, 2026 | |
| Advanced Micro Devices, Inc. AMD | -27% | $162.1M | Aug 12, 2026 | |
| Coherent Corp. COHR | -100% | $159.2M | Aug 12, 2026 | |
| Canadian Natural Resources Limited CNQ | New | $143.7M | Aug 12, 2026 | |
| Donaldson Company Inc. DCI | -98% | $141.9M | Aug 12, 2026 | |
| West Pharmaceutical Services, Inc. WST | +950% | $135.6M | Aug 12, 2026 | |
| Lattice Semiconductor Corporation LSCC | -43% | $135.1M | Aug 12, 2026 |
