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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
CHE icon
26
Chemed
CHE
$6.95B
$272M 0.76%
441,550
-31,973
-7% -$18.2M
IDXX icon
27
Idexx Laboratories
IDXX
$44.9B
$268M 0.75%
637,111
+214,978
+51% +$93.3M
DOCS icon
28
Doximity
DOCS
$4.49B
$266M 0.75%
4,584,467
-1,641,466
-26% -$104M
RACE icon
29
Ferrari
RACE
$71.5B
$258M 0.72%
603,138
+8,481
+1% +$3.81M
EG icon
30
Everest Group
EG
$14B
$255M 0.72%
702,337
+59,524
+9% +$21M
BWIN
31
Baldwin Insurance Group
BWIN
$2.93B
$249M 0.7%
5,562,470
+654,881
+13% +$26.7M
CWST icon
32
Casella Waste Systems
CWST
$5.91B
$247M 0.69%
2,216,265
-424,233
-16% -$46.4M
LRCX icon
33
Lam Research
LRCX
$410B
$242M 0.68%
3,323,880
-86,440
-3% -$6.81M
DT icon
34
Dynatrace
DT
$14.2B
$239M 0.67%
5,062,075
+199,588
+4% +$10.9M
CWAN
35
DELISTED
Clearwater Analytics
CWAN
$237M 0.67%
8,839,660
-571,646
-6% -$16M
SPOT icon
36
Spotify
SPOT
$101B
$237M 0.66%
430,398
+169,143
+65% +$94.5M
MRCY icon
37
Mercury Systems
MRCY
$6.69B
$231M 0.65%
5,372,198
-1,060,403
-16% -$46.4M
LYV icon
38
Live Nation Entertainment
LYV
$42.5B
$231M 0.65%
1,770,553
-39,396
-2% -$5.38M
TLN
39
Talen Energy Corp
TLN
$17.7B
$222M 0.62%
1,112,993
-78,173
-7% -$17M
CFLT
40
DELISTED
Confluent
CFLT
$218M 0.61%
9,282,825
-1,516,856
-14% -$43.9M
A icon
41
Agilent Technologies
A
$41.9B
$216M 0.61%
1,850,388
+190,069
+11% +$25.6M
UBER icon
42
Uber
UBER
$156B
$212M 0.6%
2,914,700
-807,871
-22% -$58.2M
MANH icon
43
Manhattan Associates
MANH
$11B
$208M 0.58%
1,200,011
+517,998
+76% +$108M
PANW icon
44
Palo Alto Networks
PANW
$313B
$203M 0.57%
1,189,698
-73,931
-6% -$13.7M
SN icon
45
SharkNinja
SN
$25.9B
$192M 0.54%
2,297,628
-529,712
-19% -$53.9M
BCO icon
46
Brink's
BCO
$4.68B
$191M 0.54%
2,219,578
-104,090
-4% -$9.44M
RY icon
47
Royal Bank of Canada
RY
$295B
$189M 0.53%
1,674,195
+1,089,328
+186% +$128M
EXLS icon
48
EXL Service
EXLS
$5.19B
$186M 0.52%
3,929,979
-1,222,061
-24% -$58.8M
BAM icon
49
Brookfield Asset Management
BAM
$87B
$182M 0.51%
3,755,118
-12,532
-0.3% -$683K
FLUT icon
50
Flutter Entertainment
FLUT
$16.5B
$180M 0.5%
810,760
+276,972
+52% +$71.7M
1
2
3 4 5

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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.