Filed: 11/12/2025ACC: 0001644956-25-000045
📋 What this filing means
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 414 equity positions with a total reported market value of $38.67B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
414
Positions
$38.67B
Total AUM (reported)
560.61M
Total Shares
Allocation by class
COM$25.35B65.6%
CL A$3.55B9.2%
SPONSORED ADS$1.82B4.7%
SHS$1.16B3.0%
COM NEW$948.11M2.5%
COM CL A$792.27M2.0%
SPONSORD ADS$619.01M1.6%
Portfolio Concentration
Top 3$5.94B15.4%
4–10$6.05B15.6%
11–25$5.42B14.0%
Rest$21.26B55.0%
Top 3 weight
15.4%
Top 10 weight
31.0%
Voting Authority Distribution
Total shares with voting rights: 560.61M
Sole
Full voting authority
476.88M
shares
% of voting shares85.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
83.73M
shares
% of voting shares14.9%
Investment Discretion (by position count)
Sole414
Shared0
Other0
Dominant voting typeSole · 85.1% of voting shares
Institutional Holdings414
Rows:
NVIDIA CORPORATION
SOLEShares11.57M
TypeSH
Market value$2.16B
5.58%
Sole
10.19M
Shared
0.00
None
1.38M
MICROSOFT CORP
SOLEShares3.84M
TypeSH
Market value$1.99B
5.14%
Sole
3.38M
Shared
0.00
None
453.86K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares6.42M
TypeSH
Market value$1.79B
4.64%
Sole
5.06M
Shared
0.00
None
1.36M
APPLE INC
SOLEShares5.62M
TypeSH
Market value$1.43B
3.70%
Sole
4.98M
Shared
0.00
None
645.17K
AMAZON COM INC
SOLEShares4.42M
TypeSH
Market value$970.75M
2.51%
Sole
3.91M
Shared
0.00
None
516.09K
BROADCOM INC
SOLEShares2.81M
TypeSH
Market value$927.42M
2.40%
Sole
2.49M
Shared
0.00
None
324.40K
META PLATFORMS INC
SOLEShares1.19M
TypeSH
Market value$871.07M
2.25%
Sole
1.04M
Shared
0.00
None
143.54K
MASTERCARD INCORPORATED
SOLEShares1.11M
TypeSH
Market value$628.73M
1.63%
Sole
975.12K
Shared
0.00
None
130.22K
SEA LTD
SOLEShares3.46M
TypeSH
Market value$619.01M
1.60%
Sole
2.85M
Shared
0.00
None
617.82K
ALPHABET INC
SOLEShares2.49M
TypeSH
Market value$604.35M
1.56%
Sole
2.18M
Shared
0.00
None
307.53K
CARLYLE GROUP INC
SOLEShares8.75M
TypeSH
Market value$548.56M
1.42%
Sole
8.04M
Shared
0.00
None
704K
MERCADOLIBRE INC
SOLEShares229.80K
TypeSH
Market value$537.04M
1.39%
Sole
185.18K
Shared
0.00
None
44.63K
DOXIMITY INC
SOLEShares5.83M
TypeSH
Market value$426.40M
1.10%
Sole
5.47M
Shared
0.00
None
357.71K
TRANSUNION
SOLEShares4.68M
TypeSH
Market value$391.99M
1.01%
Sole
4.27M
Shared
0.00
None
409.32K
PURE STORAGE INC
SOLEShares4.67M
TypeSH
Market value$391.13M
1.01%
Sole
4.48M
Shared
0.00
None
187.96K
CIENA CORP
SOLEShares2.44M
TypeSH
Market value$355.56M
0.92%
Sole
2.34M
Shared
0.00
None
101.80K
SERVICENOW INC
SOLEShares374.01K
TypeSH
Market value$344.19M
0.89%
Sole
331.46K
Shared
0.00
None
42.55K
INTUIT
SOLEShares487.23K
TypeSH
Market value$332.74M
0.86%
Sole
430.67K
Shared
0.00
None
56.56K
OREILLY AUTOMOTIVE INC
SOLEShares2.92M
TypeSH
Market value$314.34M
0.81%
Sole
2.59M
Shared
0.00
None
328.57K
ORACLE CORP
SOLEShares1.11M
TypeSH
Market value$311.50M
0.81%
Sole
995.72K
Shared
0.00
None
111.87K
NU HLDGS LTD
SOLEShares19.45M
TypeSH
Market value$311.39M
0.81%
Sole
16.35M
Shared
0.00
None
3.10M
COSTCO WHSL CORP NEW
SOLEShares322.74K
TypeSH
Market value$298.74M
0.77%
Sole
285.52K
Shared
0.00
None
37.22K
IDEXX LABS INC
SOLEShares459.02K
TypeSH
Market value$293.26M
0.76%
Sole
407.16K
Shared
0.00
None
51.85K
TALEN ENERGY CORP
SOLEShares679.70K
TypeSH
Market value$289.13M
0.75%
Sole
651.60K
Shared
0.00
None
28.10K
AGILENT TECHNOLOGIES INC
SOLEShares2.14M
TypeSH
Market value$275.19M
0.71%
Sole
1.93M
Shared
0.00
None
218.80K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 11.57M | SH | $2.16B 5.58% | 10.19M | 0.00 | 1.38M |
MICROSOFT CORPSOLE | COM | 3.84M | SH | $1.99B 5.14% | 3.38M | 0.00 | 453.86K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 6.42M | SH | $1.79B 4.64% | 5.06M | 0.00 | 1.36M |
APPLE INCSOLE | COM | 5.62M | SH | $1.43B 3.70% | 4.98M | 0.00 | 645.17K |
AMAZON COM INCSOLE | COM | 4.42M | SH | $970.75M 2.51% | 3.91M | 0.00 | 516.09K |
BROADCOM INCSOLE | COM | 2.81M | SH | $927.42M 2.40% | 2.49M | 0.00 | 324.40K |
META PLATFORMS INCSOLE | CL A | 1.19M | SH | $871.07M 2.25% | 1.04M | 0.00 | 143.54K |
MASTERCARD INCORPORATEDSOLE | CL A | 1.11M | SH | $628.73M 1.63% | 975.12K | 0.00 | 130.22K |
SEA LTDSOLE | SPONSORD ADS | 3.46M | SH | $619.01M 1.60% | 2.85M | 0.00 | 617.82K |
ALPHABET INCSOLE | CAP STK CL A | 2.49M | SH | $604.35M 1.56% | 2.18M | 0.00 | 307.53K |
CARLYLE GROUP INCSOLE | COM | 8.75M | SH | $548.56M 1.42% | 8.04M | 0.00 | 704K |
MERCADOLIBRE INCSOLE | COM | 229.80K | SH | $537.04M 1.39% | 185.18K | 0.00 | 44.63K |
DOXIMITY INCSOLE | CL A | 5.83M | SH | $426.40M 1.10% | 5.47M | 0.00 | 357.71K |
TRANSUNIONSOLE | COM | 4.68M | SH | $391.99M 1.01% | 4.27M | 0.00 | 409.32K |
PURE STORAGE INCSOLE | CL A | 4.67M | SH | $391.13M 1.01% | 4.48M | 0.00 | 187.96K |
CIENA CORPSOLE | COM NEW | 2.44M | SH | $355.56M 0.92% | 2.34M | 0.00 | 101.80K |
SERVICENOW INCSOLE | COM | 374.01K | SH | $344.19M 0.89% | 331.46K | 0.00 | 42.55K |
INTUITSOLE | COM | 487.23K | SH | $332.74M 0.86% | 430.67K | 0.00 | 56.56K |
OREILLY AUTOMOTIVE INCSOLE | COM | 2.92M | SH | $314.34M 0.81% | 2.59M | 0.00 | 328.57K |
ORACLE CORPSOLE | COM | 1.11M | SH | $311.50M 0.81% | 995.72K | 0.00 | 111.87K |
NU HLDGS LTDSOLE | ORD SHS CL A | 19.45M | SH | $311.39M 0.81% | 16.35M | 0.00 | 3.10M |
COSTCO WHSL CORP NEWSOLE | COM | 322.74K | SH | $298.74M 0.77% | 285.52K | 0.00 | 37.22K |
IDEXX LABS INCSOLE | COM | 459.02K | SH | $293.26M 0.76% | 407.16K | 0.00 | 51.85K |
TALEN ENERGY CORPSOLE | COM | 679.70K | SH | $289.13M 0.75% | 651.60K | 0.00 | 28.10K |
AGILENT TECHNOLOGIES INCSOLE | COM | 2.14M | SH | $275.19M 0.71% | 1.93M | 0.00 | 218.80K |
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