William Blair Investment Management, LLC Top Holdings and 13F Report (2024) → What President Biden's new law means for investors (From Stansberry Research) (Ad) About William Blair Investment Management, LLCInvestment ActivityWilliam Blair Investment Management, LLC has $38.69 billion in total holdings as of March 31, 2024.William Blair Investment Management, LLC owns shares of 410 different stocks, but just 118 companies or ETFs make up 80% of its holdings.Approximately 9.37% of the portfolio was purchased this quarter.About 6.97% of the portfolio was sold this quarter.This quarter, William Blair Investment Management, LLC has purchased 406 new stocks and bought additional shares in 191 stocks.William Blair Investment Management, LLC sold shares of 189 stocks and completely divested from 25 stocks this quarter.Largest Holdings Microsoft $1,820,765,889Taiwan Semiconductor Manufacturing $1,293,221,621Alphabet $1,161,148,562Amazon.com $1,145,793,061NVIDIA $1,107,614,605 Largest New Holdings this Quarter Doximity $148,822,687 HoldingON $121,712,436 HoldingStride $111,377,068 HoldingProcore Technologies $91,157,919 HoldingKASPI KZ JSC $51,436,745 Holding Largest Purchases this Quarter Microsoft 405,344 shares (about $170.54M)Accenture 469,112 shares (about $162.60M)Itaú Unibanco 21,720,091 shares (about $150.52M)Doximity 5,530,386 shares (about $148.82M)Shopify 1,897,934 shares (about $146.46M) Largest Sales this Quarter Super Micro Computer 304,868 shares (about $307.93M)Taiwan Semiconductor Manufacturing 1,723,715 shares (about $234.51M)e.l.f. Beauty 526,840 shares (about $103.28M)TechnipFMC 4,106,430 shares (about $103.11M)Encompass Health 1,143,269 shares (about $94.41M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWilliam Blair Investment Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$1,820,765,889$170,536,324 ▲10.3%4,327,7384.7%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$1,293,221,621$234,511,471 ▼-15.4%9,505,4863.3%Computer and TechnologyGOOGLAlphabet$1,161,148,562$104,984,040 ▲9.9%7,693,2923.0%Computer and TechnologyAMZNAmazon.com$1,145,793,061$103,514,310 ▲9.9%6,352,1073.0%Retail/WholesaleNVDANVIDIA$1,107,614,605$127,852,841 ▲13.0%1,225,8342.9%Computer and TechnologyMAMastercard$706,488,704$57,085,789 ▲8.8%1,467,0531.8%Business ServicesLINDE PLC$594,896,070$21,227,317 ▲3.7%1,281,2201.5%SHSCGThe Carlyle Group$554,448,195$33,850,631 ▲6.5%11,819,4031.4%FinanceMELIMercadoLibre$548,805,193$17,915,214 ▼-3.2%362,9761.4%Retail/WholesaleACNAccenture$492,547,368$162,598,910 ▲49.3%1,421,0421.3%Business ServicesUNHUnitedHealth Group$483,492,933$85,367,387 ▲21.4%977,3461.2%MedicalCRMSalesforce$420,133,752$43,511,173 ▲11.6%1,394,9591.1%Computer and TechnologyBWXTBWX Technologies$411,035,893$64,596,211 ▼-13.6%4,005,4171.1%Computer and TechnologyICLRICON Public$385,660,522$1,201,693 ▲0.3%1,147,9701.0%MedicalLYVLive Nation Entertainment$384,346,074$41,142,415 ▲12.0%3,633,7911.0%Consumer DiscretionaryNICENICE$355,631,230$38,871,140 ▲12.3%1,364,5610.9%Computer and TechnologyISRGIntuitive Surgical$344,747,910$6,190,285 ▲1.8%863,8350.9%MedicalEHCEncompass Health$336,505,407$94,411,154 ▼-21.9%4,074,9020.9%MedicalINTUIntuit$330,727,800$14,532,050 ▲4.6%508,8120.9%Computer and TechnologyCPCanadian Pacific Kansas City$323,078,333$50,918,175 ▼-13.6%3,664,2660.8%TransportationCPRTCopart$318,456,323$28,765,563 ▲9.9%5,498,2100.8%Business ServicesCMGChipotle Mexican Grill$316,404,821$32,300,028 ▲11.4%108,8510.8%Retail/WholesaleAXONAxon Enterprise$307,506,286$9,158,310 ▼-2.9%982,8250.8%Industrial ProductsFRPTFreshpet$299,738,973$4,949,771 ▼-1.6%2,587,0790.8%Consumer StaplesCHEChemed$296,999,827$8,845,153 ▼-2.9%462,6670.8%MedicalNOWServiceNow$290,704,645$10,844,378 ▲3.9%381,3020.8%Computer and TechnologyMNSTMonster Beverage$288,081,830$73,194,083 ▲34.1%4,859,6800.7%Consumer StaplesLANCLancaster Colony$279,021,292$7,822,876 ▼-2.7%1,343,8390.7%Consumer StaplesNFENew Fortress Energy$272,747,851$64,586,504 ▲31.0%8,916,2420.7%Oils/EnergyBCOBrink's$266,605,177$24,939,645 ▼-8.6%2,885,9620.7%Business ServicesCWSTCasella Waste Systems$263,960,160$22,773,716 ▼-7.9%2,669,7700.7%Industrial ProductsELFe.l.f. Beauty$263,447,265$103,276,445 ▼-28.2%1,343,9130.7%Consumer StaplesPANWPalo Alto Networks$263,271,733$11,651,887 ▲4.6%926,5890.7%Computer and TechnologyPOOLPool$261,487,368$7,549,082 ▼-2.8%648,0480.7%Consumer DiscretionaryCOSTCostco Wholesale$261,112,263$27,667,039 ▼-9.6%356,4040.7%Retail/WholesaleORLYO'Reilly Automotive$253,504,679$55,211,263 ▲27.8%224,5630.7%Retail/WholesaleAMDAdvanced Micro Devices$253,120,800$13,251,937 ▼-5.0%1,402,4090.7%Computer and TechnologyLRCXLam Research$248,140,921$10,693,099 ▲4.5%255,4020.6%Computer and TechnologyRACEFerrari$245,922,473$22,321,436 ▼-8.3%564,1200.6%Auto/Tires/TrucksCRH PLC$239,003,084$21,508,413 ▲9.9%2,770,7290.6%ORDWMSAdvanced Drainage Systems$235,189,070$3,891,246 ▼-1.6%1,365,4730.6%ConstructionACHCAcadia Healthcare$230,640,633$5,400,427 ▼-2.3%2,911,3940.6%MedicalMMSIMerit Medical Systems$230,503,387$56,671,605 ▼-19.7%3,042,9490.6%MedicalITUBItaú Unibanco$228,968,427$150,519,065 ▲191.9%33,040,4330.6%FinanceSMCISuper Micro Computer$228,213,248$307,925,825 ▼-57.4%225,9470.6%Computer and TechnologyMLMMartin Marietta Materials$227,902,509$23,835,607 ▲11.7%371,2130.6%ConstructionCCKCrown$224,020,400$4,486,433 ▲2.0%2,826,3990.6%Industrial ProductsBFAMBright Horizons Family Solutions$221,464,290$8,817,368 ▼-3.8%1,953,6370.6%Consumer DiscretionaryBLDRBuilders FirstSource$216,671,563$32,150,694 ▼-12.9%1,038,9430.6%Retail/WholesalePDDPDD$216,481,299$50,983,980 ▼-19.1%1,862,2180.6%Retail/WholesaleGTLSChart Industries$216,173,916$5,212,235 ▼-2.4%1,312,3720.6%Industrial ProductsAPOApollo Global Management$214,128,642$16,609,990 ▲8.4%1,904,2120.6%FinanceZTSZoetis$213,868,113$17,806,649 ▲9.1%1,263,9210.6%MedicalTXNTexas Instruments$211,669,354$44,836,433 ▲26.9%1,215,0240.5%Computer and TechnologyLULULululemon Athletica$209,779,050$221,108 ▲0.1%537,0000.5%Consumer DiscretionaryDTDynatrace$206,077,361$3,161,867 ▼-1.5%4,437,4970.5%Computer and TechnologyEYENational Vision$196,917,970$21,121,893 ▼-9.7%8,886,1900.5%MedicalTYLTyler Technologies$196,132,340$17,609,014 ▲9.9%461,4770.5%Computer and TechnologyTREXTrex$195,227,408$5,604,753 ▼-2.8%1,957,1670.5%ConstructionLSCCLattice Semiconductor$195,178,530$85,971,797 ▲78.7%2,494,9320.5%Computer and TechnologyTWTradeweb Markets$189,855,138$12,815,723 ▼-6.3%1,822,5510.5%FinanceMRCYMercury Systems$188,196,017$5,228,757 ▼-2.7%6,379,5260.5%Computer and TechnologyPENPenumbra$186,065,836$20,185,292 ▲12.2%833,7030.5%MedicalCWANClearwater Analytics$183,343,866$54,668,327 ▲42.5%10,364,2660.5%Computer and TechnologyGWREGuidewire Software$182,960,782$87,335,961 ▼-32.3%1,567,6530.5%Computer and TechnologyFIVEFive Below$179,568,377$1,766,641 ▼-1.0%990,0120.5%Retail/WholesaleWALWestern Alliance Bancorporation$179,279,268$10,051,320 ▼-5.3%2,792,9470.5%FinanceCFCF Industries$178,469,390$3,410,029 ▼-1.9%2,144,8070.5%Basic MaterialsEGEverest Group$177,147,465$10,497,180 ▲6.3%445,6540.5%FinanceTENBTenable$172,575,008$28,944,181 ▲20.2%3,491,3010.4%Computer and TechnologyCCJCameco$168,723,300$7,766,280 ▼-4.4%3,894,8130.4%Basic MaterialsNOVTNovanta$167,092,878$1,855,184 ▼-1.1%956,0730.4%Computer and TechnologyPODDInsulet$163,218,735$5,755,441 ▲3.7%952,2680.4%MedicalINSPInspire Medical Systems$162,555,435$10,768,711 ▼-6.2%756,8110.4%MedicalBPMCBlueprint Medicines$162,025,433$1,877,943 ▼-1.1%1,708,0480.4%MedicalCGNXCognex$157,659,148$46,156,990 ▲41.4%3,716,6230.4%Computer and TechnologyBLDTopBuild$157,344,136$2,580,033 ▼-1.6%357,0080.4%ConstructionVIRTVirtu Financial$154,531,380$15,414,234 ▼-9.1%7,530,7690.4%FinanceEXPEagle Materials$154,156,438$4,127,067 ▼-2.6%567,2730.4%ConstructionTECHBio-Techne$152,902,918$4,418,591 ▼-2.8%2,172,2250.4%MedicalALRMAlarm.com$151,203,582$29,963,881 ▼-16.5%2,086,4300.4%Industrial ProductsSHOPShopify$148,938,332$146,463,567 ▲5,918.3%1,930,0030.4%Computer and TechnologyDOCSDoximity$148,822,687$148,822,687 ▲New Holding5,530,3860.4%MedicalFSVFirstService$141,760,326$1,616,218 ▼-1.1%855,0080.4%FinanceVEEVVeeva Systems$141,311,901$35,069,293 ▲33.0%609,9180.4%Computer and TechnologyCSGPCoStar Group$139,415,825$22,682,453 ▼-14.0%1,443,2280.4%Computer and TechnologyNKENIKE$136,586,815$12,807,316 ▲10.3%1,453,3600.4%Consumer DiscretionaryFOLDAmicus Therapeutics$135,779,567$1,422,400 ▼-1.0%11,526,2790.4%MedicalHDBHDFC Bank$135,128,551$10,716,390 ▲8.6%2,414,2820.3%FinanceRYAAYRyanair$134,043,848$3,350,143 ▼-2.4%920,6620.3%TransportationFLYWFlywire$129,314,484$10,409,011 ▲8.8%5,212,1920.3%Business ServicesAAgilent Technologies$127,901,253$33,579,779 ▲35.6%878,9860.3%Computer and TechnologyEVHEvolent Health$121,902,301$1,993,173 ▼-1.6%3,717,6670.3%Computer and TechnologyONONON$121,712,436$121,712,436 ▲New Holding3,440,1480.3%Consumer DiscretionaryTWSTTwist Bioscience$120,400,721$1,395,456 ▼-1.1%3,509,2020.3%MedicalGMEDGlobus Medical$119,988,067$3,020,629 ▼-2.5%2,236,9140.3%MedicalUBERUber Technologies$117,959,459$20,407,354 ▲20.9%1,532,1400.3%Computer and TechnologyRGENRepligen$116,787,361$49,800,018 ▼-29.9%634,9900.3%MedicalRRXRegal Rexnord$116,313,983$29,202,675 ▲33.5%645,8300.3%Industrial ProductsNEOGNeogen$115,121,033$3,799,714 ▼-3.2%7,295,3760.3%MedicalShowing largest 100 holdings. 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