Filed: 7/29/2025ACC: 0001644956-25-000032
📋 What this filing means
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 417 equity positions with a total reported market value of $37.68B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
417
Positions
$37.68B
Total AUM (reported)
554.57M
Total Shares
Allocation by class
COM$24.91B66.1%
CL A$3.65B9.7%
SPONSORED ADS$1.62B4.3%
SHS$1.35B3.6%
COM CL A$1.03B2.7%
COM NEW$821.07M2.2%
CL A COM$578.66M1.5%
Portfolio Concentration
Top 3$5.42B14.4%
4–10$6.02B16.0%
11–25$5.21B13.8%
Rest$21.03B55.8%
Top 3 weight
14.4%
Top 10 weight
30.4%
Voting Authority Distribution
Total shares with voting rights: 554.57M
Sole
Full voting authority
475.38M
shares
% of voting shares85.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
79.19M
shares
% of voting shares14.3%
Investment Discretion (by position count)
Sole417
Shared0
Other0
Dominant voting typeSole · 85.7% of voting shares
Institutional Holdings417
Rows:
MICROSOFT CORP
SOLEShares3.98M
TypeSH
Market value$1.98B
5.26%
Sole
3.66M
Shared
0.00
None
318.96K
NVIDIA CORPORATION
SOLEShares12.27M
TypeSH
Market value$1.94B
5.15%
Sole
11.27M
Shared
0.00
None
1.01M
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares6.62M
TypeSH
Market value$1.50B
3.98%
Sole
5.18M
Shared
0.00
None
1.45M
AMAZON COM INC
SOLEShares5.40M
TypeSH
Market value$1.18B
3.14%
Sole
4.98M
Shared
0.00
None
424.01K
APPLE INC
SOLEShares5.25M
TypeSH
Market value$1.08B
2.86%
Sole
4.84M
Shared
0.00
None
418.69K
META PLATFORMS INC
SOLEShares1.43M
TypeSH
Market value$1.05B
2.80%
Sole
1.31M
Shared
0.00
None
119.96K
BROADCOM INC
SOLEShares2.96M
TypeSH
Market value$815.70M
2.16%
Sole
2.70M
Shared
0.00
None
255.11K
MASTERCARD INCORPORATED
SOLEShares1.22M
TypeSH
Market value$685.72M
1.82%
Sole
1.11M
Shared
0.00
None
106.96K
MERCADOLIBRE INC
SOLEShares238.60K
TypeSH
Market value$623.61M
1.66%
Sole
193.11K
Shared
0.00
None
45.49K
SEA LTD
SOLEShares3.59M
TypeSH
Market value$574.02M
1.52%
Sole
2.92M
Shared
0.00
None
666.30K
CARLYLE GROUP INC
SOLEShares9.95M
TypeSH
Market value$511.40M
1.36%
Sole
9.26M
Shared
0.00
None
684.46K
TRANSUNION
SOLEShares4.74M
TypeSH
Market value$417.04M
1.11%
Sole
4.43M
Shared
0.00
None
304.81K
INTUIT
SOLEShares517.13K
TypeSH
Market value$407.31M
1.08%
Sole
473.67K
Shared
0.00
None
43.46K
COSTCO WHSL CORP NEW
SOLEShares376.49K
TypeSH
Market value$372.70M
0.99%
Sole
351.32K
Shared
0.00
None
25.16K
IDEXX LABS INC
SOLEShares685.09K
TypeSH
Market value$367.44M
0.98%
Sole
640.19K
Shared
0.00
None
44.90K
SERVICENOW INC
SOLEShares350.57K
TypeSH
Market value$360.41M
0.96%
Sole
321.87K
Shared
0.00
None
28.70K
CHIPOTLE MEXICAN GRILL INC
SOLEShares6.28M
TypeSH
Market value$352.42M
0.94%
Sole
5.70M
Shared
0.00
None
574.82K
TALEN ENERGY CORP
SOLEShares1.10M
TypeSH
Market value$320.37M
0.85%
Sole
1.04M
Shared
0.00
None
63.38K
DOXIMITY INC
SOLEShares5.22M
TypeSH
Market value$320.16M
0.85%
Sole
4.85M
Shared
0.00
None
374.38K
OREILLY AUTOMOTIVE INC
SOLEShares3.54M
TypeSH
Market value$319.43M
0.85%
Sole
3.25M
Shared
0.00
None
289.61K
PRIMO BRANDS CORPORATION
SOLEShares10.60M
TypeSH
Market value$314.05M
0.83%
Sole
9.85M
Shared
0.00
None
754.91K
DATADOG INC
SOLEShares2.17M
TypeSH
Market value$291.64M
0.77%
Sole
2.03M
Shared
0.00
None
143.83K
CAMECO CORP
SOLEShares3.87M
TypeSH
Market value$287.22M
0.76%
Sole
3.68M
Shared
0.00
None
193.87K
SPOTIFY TECHNOLOGY S A
SOLEShares371.79K
TypeSH
Market value$285.29M
0.76%
Sole
297.79K
Shared
0.00
None
74K
PURE STORAGE INC
SOLEShares4.93M
TypeSH
Market value$283.69M
0.75%
Sole
4.61M
Shared
0.00
None
314.91K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 3.98M | SH | $1.98B 5.26% | 3.66M | 0.00 | 318.96K |
NVIDIA CORPORATIONSOLE | COM | 12.27M | SH | $1.94B 5.15% | 11.27M | 0.00 | 1.01M |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 6.62M | SH | $1.50B 3.98% | 5.18M | 0.00 | 1.45M |
AMAZON COM INCSOLE | COM | 5.40M | SH | $1.18B 3.14% | 4.98M | 0.00 | 424.01K |
APPLE INCSOLE | COM | 5.25M | SH | $1.08B 2.86% | 4.84M | 0.00 | 418.69K |
META PLATFORMS INCSOLE | CL A | 1.43M | SH | $1.05B 2.80% | 1.31M | 0.00 | 119.96K |
BROADCOM INCSOLE | COM | 2.96M | SH | $815.70M 2.16% | 2.70M | 0.00 | 255.11K |
MASTERCARD INCORPORATEDSOLE | CL A | 1.22M | SH | $685.72M 1.82% | 1.11M | 0.00 | 106.96K |
MERCADOLIBRE INCSOLE | COM | 238.60K | SH | $623.61M 1.66% | 193.11K | 0.00 | 45.49K |
SEA LTDSOLE | SPONSORD ADS | 3.59M | SH | $574.02M 1.52% | 2.92M | 0.00 | 666.30K |
CARLYLE GROUP INCSOLE | COM | 9.95M | SH | $511.40M 1.36% | 9.26M | 0.00 | 684.46K |
TRANSUNIONSOLE | COM | 4.74M | SH | $417.04M 1.11% | 4.43M | 0.00 | 304.81K |
INTUITSOLE | COM | 517.13K | SH | $407.31M 1.08% | 473.67K | 0.00 | 43.46K |
COSTCO WHSL CORP NEWSOLE | COM | 376.49K | SH | $372.70M 0.99% | 351.32K | 0.00 | 25.16K |
IDEXX LABS INCSOLE | COM | 685.09K | SH | $367.44M 0.98% | 640.19K | 0.00 | 44.90K |
SERVICENOW INCSOLE | COM | 350.57K | SH | $360.41M 0.96% | 321.87K | 0.00 | 28.70K |
CHIPOTLE MEXICAN GRILL INCSOLE | COM | 6.28M | SH | $352.42M 0.94% | 5.70M | 0.00 | 574.82K |
TALEN ENERGY CORPSOLE | COM | 1.10M | SH | $320.37M 0.85% | 1.04M | 0.00 | 63.38K |
DOXIMITY INCSOLE | CL A | 5.22M | SH | $320.16M 0.85% | 4.85M | 0.00 | 374.38K |
OREILLY AUTOMOTIVE INCSOLE | COM | 3.54M | SH | $319.43M 0.85% | 3.25M | 0.00 | 289.61K |
PRIMO BRANDS CORPORATIONSOLE | CLASS A COM SHS | 10.60M | SH | $314.05M 0.83% | 9.85M | 0.00 | 754.91K |
DATADOG INCSOLE | CL A COM | 2.17M | SH | $291.64M 0.77% | 2.03M | 0.00 | 143.83K |
CAMECO CORPSOLE | COM | 3.87M | SH | $287.22M 0.76% | 3.68M | 0.00 | 193.87K |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 371.79K | SH | $285.29M 0.76% | 297.79K | 0.00 | 74K |
PURE STORAGE INCSOLE | CL A | 4.93M | SH | $283.69M 0.75% | 4.61M | 0.00 | 314.91K |
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