Filed: 5/9/2025ACC: 0001644956-25-000018
📋 What this filing means
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 423 equity positions with a total reported market value of $35.62B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
423
Positions
$35.62B
Total AUM (reported)
613.35M
Total Shares
Allocation by class
COM$23.61B66.3%
CL A$3.64B10.2%
SPONSORED ADS$1.41B4.0%
SHS$1.13B3.2%
COM CL A$1.02B2.9%
COM NEW$839.28M2.4%
SPONSORD ADS$479.94M1.3%
Portfolio Concentration
Top 3$4.09B11.5%
4–10$5.44B15.3%
11–25$5.04B14.1%
Rest$21.05B59.1%
Top 3 weight
11.5%
Top 10 weight
26.8%
Voting Authority Distribution
Total shares with voting rights: 613.35M
Sole
Full voting authority
523.52M
shares
% of voting shares85.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
89.83M
shares
% of voting shares14.6%
Investment Discretion (by position count)
Sole423
Shared0
Other0
Dominant voting typeSole · 85.4% of voting shares
Institutional Holdings423
Rows:
MICROSOFT CORP
SOLEShares4.13M
TypeSH
Market value$1.55B
4.35%
Sole
3.78M
Shared
0.00
None
346.59K
NVIDIA CORPORATION
SOLEShares12.20M
TypeSH
Market value$1.32B
3.71%
Sole
11.15M
Shared
0.00
None
1.04M
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares7.36M
TypeSH
Market value$1.22B
3.43%
Sole
5.69M
Shared
0.00
None
1.67M
AMAZON COM INC
SOLEShares6.12M
TypeSH
Market value$1.16B
3.27%
Sole
5.62M
Shared
0.00
None
500.27K
APPLE INC
SOLEShares5.24M
TypeSH
Market value$1.16B
3.27%
Sole
4.80M
Shared
0.00
None
435.94K
META PLATFORMS INC
SOLEShares1.57M
TypeSH
Market value$906.17M
2.54%
Sole
1.44M
Shared
0.00
None
135.43K
MASTERCARD INCORPORATED
SOLEShares1.22M
TypeSH
Market value$666.14M
1.87%
Sole
1.09M
Shared
0.00
None
123.82K
CARLYLE GROUP INC
SOLEShares12.17M
TypeSH
Market value$530.55M
1.49%
Sole
11.31M
Shared
0.00
None
862.49K
BROADCOM INC
SOLEShares3.08M
TypeSH
Market value$515.49M
1.45%
Sole
2.79M
Shared
0.00
None
284.44K
MERCADOLIBRE INC
SOLEShares255.57K
TypeSH
Market value$498.58M
1.40%
Sole
204.74K
Shared
0.00
None
50.83K
SEA LTD
SOLEShares3.68M
TypeSH
Market value$479.94M
1.35%
Sole
2.97M
Shared
0.00
None
708.58K
PRIMO BRANDS CORPORATION
SOLEShares11.40M
TypeSH
Market value$404.66M
1.14%
Sole
10.62M
Shared
0.00
None
782.48K
COPART INC
SOLEShares6.80M
TypeSH
Market value$385.02M
1.08%
Sole
6.17M
Shared
0.00
None
635.02K
OREILLY AUTOMOTIVE INC
SOLEShares258.83K
TypeSH
Market value$370.80M
1.04%
Sole
234.14K
Shared
0.00
None
24.69K
INTUIT
SOLEShares575.62K
TypeSH
Market value$353.42M
0.99%
Sole
527.45K
Shared
0.00
None
48.16K
CHIPOTLE MEXICAN GRILL INC
SOLEShares6.80M
TypeSH
Market value$341.55M
0.96%
Sole
6.15M
Shared
0.00
None
650.88K
COSTCO WHSL CORP NEW
SOLEShares353.58K
TypeSH
Market value$334.41M
0.94%
Sole
330.81K
Shared
0.00
None
22.77K
UNITEDHEALTH GROUP INC
SOLEShares625.02K
TypeSH
Market value$327.35M
0.92%
Sole
591.84K
Shared
0.00
None
33.18K
LINDE PLC
SOLEShares690.81K
TypeSH
Market value$321.67M
0.90%
Sole
587.43K
Shared
0.00
None
103.39K
STRIDE INC
SOLEShares2.32M
TypeSH
Market value$293.43M
0.82%
Sole
2.16M
Shared
0.00
None
155.57K
SERVICENOW INC
SOLEShares366.85K
TypeSH
Market value$292.07M
0.82%
Sole
335.17K
Shared
0.00
None
31.68K
SALESFORCE INC
SOLEShares1.08M
TypeSH
Market value$290.82M
0.82%
Sole
1.01M
Shared
0.00
None
69.31K
YUM CHINA HLDGS INC
SOLEShares5.42M
TypeSH
Market value$282.32M
0.79%
Sole
4.55M
Shared
0.00
None
873.64K
BRIGHT HORIZONS FAM SOL IN D
SOLEShares2.21M
TypeSH
Market value$280.90M
0.79%
Sole
2.08M
Shared
0.00
None
128.69K
TRANSUNION
SOLEShares3.34M
TypeSH
Market value$277.54M
0.78%
Sole
3.09M
Shared
0.00
None
253.99K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 4.13M | SH | $1.55B 4.35% | 3.78M | 0.00 | 346.59K |
NVIDIA CORPORATIONSOLE | COM | 12.20M | SH | $1.32B 3.71% | 11.15M | 0.00 | 1.04M |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 7.36M | SH | $1.22B 3.43% | 5.69M | 0.00 | 1.67M |
AMAZON COM INCSOLE | COM | 6.12M | SH | $1.16B 3.27% | 5.62M | 0.00 | 500.27K |
APPLE INCSOLE | COM | 5.24M | SH | $1.16B 3.27% | 4.80M | 0.00 | 435.94K |
META PLATFORMS INCSOLE | CL A | 1.57M | SH | $906.17M 2.54% | 1.44M | 0.00 | 135.43K |
MASTERCARD INCORPORATEDSOLE | CL A | 1.22M | SH | $666.14M 1.87% | 1.09M | 0.00 | 123.82K |
CARLYLE GROUP INCSOLE | COM | 12.17M | SH | $530.55M 1.49% | 11.31M | 0.00 | 862.49K |
BROADCOM INCSOLE | COM | 3.08M | SH | $515.49M 1.45% | 2.79M | 0.00 | 284.44K |
MERCADOLIBRE INCSOLE | COM | 255.57K | SH | $498.58M 1.40% | 204.74K | 0.00 | 50.83K |
SEA LTDSOLE | SPONSORD ADS | 3.68M | SH | $479.94M 1.35% | 2.97M | 0.00 | 708.58K |
PRIMO BRANDS CORPORATIONSOLE | CLASS A COM SHS | 11.40M | SH | $404.66M 1.14% | 10.62M | 0.00 | 782.48K |
COPART INCSOLE | COM | 6.80M | SH | $385.02M 1.08% | 6.17M | 0.00 | 635.02K |
OREILLY AUTOMOTIVE INCSOLE | COM | 258.83K | SH | $370.80M 1.04% | 234.14K | 0.00 | 24.69K |
INTUITSOLE | COM | 575.62K | SH | $353.42M 0.99% | 527.45K | 0.00 | 48.16K |
CHIPOTLE MEXICAN GRILL INCSOLE | COM | 6.80M | SH | $341.55M 0.96% | 6.15M | 0.00 | 650.88K |
COSTCO WHSL CORP NEWSOLE | COM | 353.58K | SH | $334.41M 0.94% | 330.81K | 0.00 | 22.77K |
UNITEDHEALTH GROUP INCSOLE | COM | 625.02K | SH | $327.35M 0.92% | 591.84K | 0.00 | 33.18K |
LINDE PLCSOLE | SHS | 690.81K | SH | $321.67M 0.90% | 587.43K | 0.00 | 103.39K |
STRIDE INCSOLE | COM | 2.32M | SH | $293.43M 0.82% | 2.16M | 0.00 | 155.57K |
SERVICENOW INCSOLE | COM | 366.85K | SH | $292.07M 0.82% | 335.17K | 0.00 | 31.68K |
SALESFORCE INCSOLE | COM | 1.08M | SH | $290.82M 0.82% | 1.01M | 0.00 | 69.31K |
YUM CHINA HLDGS INCSOLE | COM | 5.42M | SH | $282.32M 0.79% | 4.55M | 0.00 | 873.64K |
BRIGHT HORIZONS FAM SOL IN DSOLE | COM | 2.21M | SH | $280.90M 0.79% | 2.08M | 0.00 | 128.69K |
TRANSUNIONSOLE | COM | 3.34M | SH | $277.54M 0.78% | 3.09M | 0.00 | 253.99K |
Page 1 of 17
…