William Blair Investment Management, LLC 13F 持仓 · 2026年Q2
William Blair Investment Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 403 只证券，申报市值合计 332.55 亿美元。前几大持仓：TSM（7.09%）、NVDA（5.17%）、GOOGL（3.43%）。本季前 25 大持仓中：新建仓 1 只、增持 6 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.36B | 7.09% | 4.9M | 减持 |
| 2 | NVDA | NVIDIA CORPORATION | $1.72B | 5.17% | 8.6M | 减持 |
| 3 | GOOGL | ALPHABET INC | $1.14B | 3.43% | 3.2M | 增持 |
| 4 | AAPL | APPLE INC | $943.3M | 2.84% | 3.3M | 减持 |
| 5 | AVGO | BROADCOM INC | $776.7M | 2.34% | 2.1M | 减持 |
| 6 | MSFT | MICROSOFT CORP | $764.2M | 2.30% | 2.0M | 减持 |
| 7 | META | META PLATFORMS INC | $535.2M | 1.61% | 950,115 | 减持 |
| 8 | AMZN | AMAZON COM INC | $473.6M | 1.42% | 2.0M | 减持 |
| 9 | MA | MASTERCARD INCORPORATED | $471.5M | 1.42% | 918,005 | 减持 |
| 10 | AMD | ADVANCED MICRO DEVICES INC | $443.5M | 1.33% | 763,517 | 减持 |
| 11 | AMAT | APPLIED MATLS INC | $360.0M | 1.08% | 497,946 | 增持 |
| 12 | GE | GE AEROSPACE | $295.5M | 0.89% | 790,801 | 新建仓 |
| 13 | AZN | ASTRAZENECA PLC | $283.2M | 0.85% | 1.5M | 减持 |
| 14 | PRMB | PRIMO BRANDS CORPORATION | $279.3M | 0.84% | 11.4M | 减持 |
| 15 | P | EVERPURE INC | $272.2M | 0.82% | 3.5M | 增持 |
| 16 | APH | AMPHENOL CORP | $270.7M | 0.81% | 1.5M | 增持 |
| 17 | LIN | LINDE PLC | $262.0M | 0.79% | 504,953 | 减持 |
| 18 | BWA | BORGWARNER INC | $251.3M | 0.76% | 3.8M | 增持 |
| 19 | ONTO | ONTO INNOVATION INC | $251.8M | 0.76% | 665,377 | 减持 |
| 20 | CG | CARLYLE GROUP INC | $249.1M | 0.75% | 5.9M | 减持 |
| 21 | ARGX | ARGENX SE | $245.5M | 0.74% | 264,617 | 减持 |
| 22 | BAP | CREDICORP LTD | $243.5M | 0.73% | 625,144 | 增持 |
| 23 | FFIV | F5 INC | $243.9M | 0.73% | 586,271 | 减持 |
| 24 | MLI | MUELLER INDS INC | $244.2M | 0.73% | 2.0M | 减持 |
| 25 | MNST | MONSTER BEVERAGE CORP NEW | $244.0M | 0.73% | 2.5M | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR