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William Blair Investment Management

William Blair Investment Management Portfolio holdings

AUM $33.3B
1-Year Est. Return 44.76%
This Fund
S&P 500
This Quarter Est. Return
-6.4%
1 Year Est. Return
+44.76%
3 Year Est. Return
+140.8%
5 Year Est. Return
+166.51%
10 Year Est. Return
+978.6%
AUM
$35.6B
AUM Growth
-$5.32B
Cap. Flow
-$1.91B
Cap. Flow %
-5.36%
Top 10 Hldgs %
26.78%
Holding
469
New
36
Increased
114
Reduced
269
Closed
46

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$515M
2
SE icon
Sea Limited
SE
+$179M
3
TYL icon
Tyler Technologies
TYL
+$177M
4
WAY
Waystar Holding Corp
WAY
+$167M
5
CIEN icon
Ciena
CIEN
+$159M

Top Sells

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$229M
2
ACN icon
Accenture
ACN
+$222M
3
PEN icon
Penumbra
PEN
+$210M
4
CF icon
CF Industries
CF
+$201M
5
TXN icon
Texas Instruments
TXN
+$184M

Sector Composition

Rank Sector Weight
1 Technology 32.57%
2 Consumer Discretionary 15.58%
3 Financials 13.1%
4 Healthcare 12.15%
5 Industrials 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ASHR icon
351
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.6B
$2.34M 0.01%
+88,100
New +$2.34M
RELX icon
352
RELX
RELX
$60.2B
$2.33M 0.01%
46,200
-5,226
-10% -$256K
UL icon
353
Unilever
UL
$133B
$2.23M 0.01%
33,243
+17,789
+115% +$1.15M
INDA icon
354
iShares MSCI India ETF
INDA
$6.58B
$2.22M 0.01%
43,200
– –
AZN icon
355
AstraZeneca
AZN
$246B
$2.07M 0.01%
14,090
-1,497
-10% -$217K
BBVA icon
356
Banco Bilbao Vizcaya Argentaria
BBVA
$157B
$2.06M 0.01%
+151,585
New +$1.88M
CEPU
357
Central Puerto
CEPU
$1.99B
$1.98M 0.01%
178,933
+87,908
+97% +$1.16M
CTVA icon
358
Corteva
CTVA
$50.4B
$1.96M 0.01%
31,120
-7,606
-20% -$470K
MTD icon
359
Mettler-Toledo International
MTD
$28.8B
$1.81M 0.01%
1,534
-133
-8% -$170K
AVNS
360
DELISTED
Avanos Medical
AVNS
$1.68M ﹤0.01%
117,239
-1,288,971
-92% -$20.1M
KO icon
361
Coca-Cola
KO
$373B
$1.54M ﹤0.01%
+21,515
New +$1.44M
EAF icon
362
GrafTech
EAF
$201M
$1.39M ﹤0.01%
158,952
-287,239
-64% -$3.73M
NVO
363
Novo Nordisk
NVO
$203B
$1.38M ﹤0.01%
19,848
-2,154
-10% -$178K
TJX icon
364
TJX Companies
TJX
$169B
$1.22M ﹤0.01%
10,014
-4,253
-30% -$516K
EPI icon
365
WisdomTree India Earnings Fund ETF
EPI
$2.04B
$918K ﹤0.01%
21,000
– –
MRVL icon
366
Marvell Technology
MRVL
$195B
$915K ﹤0.01%
+14,862
New +$1.44M
VLTO icon
367
Veralto
VLTO
$23.6B
$890K ﹤0.01%
9,128
-1,532
-14% -$153K
SMIN icon
368
iShares MSCI India Small-Cap ETF
SMIN
$771M
$803K ﹤0.01%
11,792
-4,858
-29% -$331K
STVN icon
369
Stevanato
STVN
$5.8B
$791K ﹤0.01%
38,728
-8,337
-18% -$177K
HASI icon
370
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$5.37B
$618K ﹤0.01%
21,143
-9,613
-31% -$272K
BBY icon
371
Best Buy
BBY
$17.5B
$541K ﹤0.01%
7,345
-3,351
-31% -$276K
LKQ icon
372
LKQ Corp
LKQ
$6.25B
$519K ﹤0.01%
12,201
-30
-0.2% -$1.19K
TAP icon
373
Molson Coors Class B
TAP
$7.75B
$514K ﹤0.01%
8,447
-21
-0.2% -$1.21K
PPL
374
PPL Corp
PPL
$26.7B
$507K ﹤0.01%
14,043
+6,927
+97% +$235K
DOX icon
375
Amdocs
DOX
$6.08B
$505K ﹤0.01%
5,517
-14
-0.3% -$1.22K
13 14
15
16 17

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William Blair Investment Management's Q1 2025 Portfolio in Review

As of Q1 2025, William Blair Investment Management held 469 positions worth $35.6B, down 13% from $40.9B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

William Blair Investment Management withdrew a net $1.91B in Q1 2025, closing 46 positions and reducing 269 holdings. Its most notable exit was Penumbra, an estimated $210M position sold in full.

By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 34% a quarter earlier, followed by Consumer Discretionary and Financials.

Against the trend, William Blair Investment Management opened a new position in Waystar Holding Corp worth $158M.

  • William Blair Investment Management's largest Q1 2025 buy was Waystar Holding Corp: 4,227,425 shares worth $158M.
  • William Blair Investment Management added most to Broadcom in Q1 2025, an estimated $515M increase.
  • William Blair Investment Management's biggest Q1 2025 reduction was Advanced Micro Devices, cutting an estimated $229M.
  • William Blair Investment Management fully exited Penumbra in Q1 2025, selling an estimated $210M.
  • William Blair Investment Management's ten largest holdings make up 27% of its $35.6B portfolio in Q1 2025.
  • William Blair Investment Management opened 36 new positions and closed 46 in Q1 2025.
  • William Blair Investment Management's portfolio value fell 13% quarter-over-quarter to $35.6B.

Based on William Blair Investment Management's 13F filing for Q1 2025, filed 9 May 2025.