William Blair Investment Management, LLC 13F Holdings · Q2 2026
William Blair Investment Management, LLC reported 403 securities worth $33.25B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: TSM (7.09%), NVDA (5.17%), GOOGL (3.43%). Among its top 25 positions this quarter: 1 new, 6 added, 18 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.36B | 7.09% | 4.9M | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $1.72B | 5.17% | 8.6M | Trimmed |
| 3 | GOOGL | ALPHABET INC | $1.14B | 3.43% | 3.2M | Added |
| 4 | AAPL | APPLE INC | $943.3M | 2.84% | 3.3M | Trimmed |
| 5 | AVGO | BROADCOM INC | $776.7M | 2.34% | 2.1M | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $764.2M | 2.30% | 2.0M | Trimmed |
| 7 | META | META PLATFORMS INC | $535.2M | 1.61% | 950,115 | Trimmed |
| 8 | AMZN | AMAZON COM INC | $473.6M | 1.42% | 2.0M | Trimmed |
| 9 | MA | MASTERCARD INCORPORATED | $471.5M | 1.42% | 918,005 | Trimmed |
| 10 | AMD | ADVANCED MICRO DEVICES INC | $443.5M | 1.33% | 763,517 | Trimmed |
| 11 | AMAT | APPLIED MATLS INC | $360.0M | 1.08% | 497,946 | Added |
| 12 | GE | GE AEROSPACE | $295.5M | 0.89% | 790,801 | New |
| 13 | AZN | ASTRAZENECA PLC | $283.2M | 0.85% | 1.5M | Trimmed |
| 14 | PRMB | PRIMO BRANDS CORPORATION | $279.3M | 0.84% | 11.4M | Trimmed |
| 15 | P | EVERPURE INC | $272.2M | 0.82% | 3.5M | Added |
| 16 | APH | AMPHENOL CORP | $270.7M | 0.81% | 1.5M | Added |
| 17 | LIN | LINDE PLC | $262.0M | 0.79% | 504,953 | Trimmed |
| 18 | BWA | BORGWARNER INC | $251.3M | 0.76% | 3.8M | Added |
| 19 | ONTO | ONTO INNOVATION INC | $251.8M | 0.76% | 665,377 | Trimmed |
| 20 | CG | CARLYLE GROUP INC | $249.1M | 0.75% | 5.9M | Trimmed |
| 21 | ARGX | ARGENX SE | $245.5M | 0.74% | 264,617 | Trimmed |
| 22 | BAP | CREDICORP LTD | $243.5M | 0.73% | 625,144 | Added |
| 23 | FFIV | F5 INC | $243.9M | 0.73% | 586,271 | Trimmed |
| 24 | MLI | MUELLER INDS INC | $244.2M | 0.73% | 2.0M | Trimmed |
| 25 | MNST | MONSTER BEVERAGE CORP NEW | $244.0M | 0.73% | 2.5M | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR