We are live on
!
Find out more
William Blair Investment Management Portfolio holdings
AUM
$30.3B
1-Year Est. Return
33.75%
This Fund
S&P 500
This Quarter
Est. Return
+17.18%
1 Year Est. Return
+33.75%
3 Year Est. Return
+108.55%
5 Year Est. Return
+126.9%
10 Year Est. Return
+788.31%
AUM
$37.7B
AUM Growth
+$2.06B
(+5.8%)
Cap. Flow
-$2.27B
Cap. Flow
% of AUM
-6.03%
Top 10 Holdings %
Top 10 Hldgs %
30.35%
Holding
461
New
38
Increased
117
Reduced
257
Closed
44
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
BWX Technologies
BWXT
|
+$149M |
| 2 |
Maplebear
CART
|
+$145M |
| 3 |
BellRing Brands
BRBR
|
+$144M |
| 4 |
Oracle
ORCL
|
+$139M |
| 5 |
P
Everpure Inc
P
|
+$130M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Yum China
YUMC
|
+$217M |
| 2 |
Palo Alto Networks
PANW
|
+$192M |
| 3 |
e.l.f. Beauty
ELF
|
+$177M |
| 4 |
Stride
LRN
|
+$176M |
| 5 |
GTLS
Chart Industries
GTLS
|
+$153M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 35.89% |
| 2 | Consumer Discretionary | 15.09% |
| 3 | Financials | 13.13% |
| 4 | Healthcare | 10.3% |
| 5 | Industrials | 9.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Linde
LIN
$226B
| $283M | 0.75% |
604,026
-86,788
| -13% | -$39.6M |
|
27
Agilent Technologies
A
$42.2B
| $261M | 0.69% |
2,214,487
+364,099
| +20% | +$40.3M |
|
28
Uber
UBER
$160B
| $257M | 0.68% |
2,752,538
-162,162
| -6% | -$13.3M |
|
29
Mercury Systems
MRCY
$6.55B
| $253M | 0.67% |
4,695,683
-676,515
| -13% | -$33M |
|
30
Live Nation Entertainment
LYV
$42.7B
| $246M | 0.65% |
1,625,015
-145,538
| -8% | -$20M |
|
|
CFLT
31
DELISTED
Confluent
CFLT
| $240M | 0.64% |
9,639,102
+356,277
| +4% | +$8.03M |
|
32
Everest Group
EG
$14B
| $233M | 0.62% |
685,769
-16,568
| -2% | -$5.72M |
|
|
BWIN
33
Baldwin Insurance Group
BWIN
$2.88B
| $231M | 0.61% |
5,402,750
-159,720
| -3% | -$6.48M |
|
34
Dynatrace
DT
$14.4B
| $230M | 0.61% |
4,163,361
-898,714
| -18% | -$45M |
|
35
nVent Electric
NVT
$27.1B
| $228M | 0.61% |
3,113,936
+709,464
| +30% | +$43.6M |
|
36
Ciena
CIEN
$54.8B
| $220M | 0.58% |
2,708,540
+702,909
| +35% | +$50.4M |
|
|
37
BWX Technologies
BWXT
$15.6B
| $219M | 0.58% |
1,517,356
+1,273,895
| +523% | +$149M |
|
38
SharkNinja
SN
$26.4B
| $217M | 0.58% |
2,192,066
-105,562
| -5% | -$9.13M |
|
|
WAY
39
Waystar Holding Corp
WAY
$4.66B
| $214M | 0.57% |
5,239,365
+1,011,940
| +24% | +$39M |
|
40
UnitedHealth
UNH
$365B
| $213M | 0.57% |
684,141
+59,120
| +9% | +$22.6M |
|
41
Tyler Technologies
TYL
$13.2B
| $213M | 0.56% |
358,474
+49,915
| +16% | +$28.3M |
|
42
Copart
CPRT
$27.2B
| $212M | 0.56% |
4,314,945
-2,488,788
| -37% | -$139M |
|
43
Ferrari
RACE
$72.1B
| $211M | 0.56% |
430,828
-172,310
| -29% | -$80.1M |
|
44
Casella Waste Systems
CWST
$5.89B
| $208M | 0.55% |
1,800,155
-416,110
| -19% | -$48.1M |
|
45
Salesforce
CRM
$162B
| $207M | 0.55% |
758,766
-324,912
| -30% | -$86.9M |
|
46
Itaú Unibanco
ITUB
$82.6B
| $199M | 0.53% |
30,156,816
+10,302,379
| +52% | +$62.8M |
|
47
Monster Beverage
MNST
$89.3B
| $197M | 0.52% |
6,287,746
+1,888,556
| +43% | +$57.7M |
|
|
CWAN
48
DELISTED
Clearwater Analytics
CWAN
| $193M | 0.51% |
8,812,876
-26,784
| -0.3% | -$616K |
|
49
Flutter Entertainment
FLUT
$17.2B
| $192M | 0.51% |
670,398
-140,362
| -17% | -$34.4M |
|
50
Planet Fitness
PLNT
$3.62B
| $190M | 0.5% |
1,738,944
-104,743
| -6% | -$10.5M |
|
Similar funds
William Blair Investment Management's Q2 2025 Portfolio in Review
As of Q2 2025, William Blair Investment Management held 461 positions worth $37.7B, up 5.8% from $35.6B the previous quarter. Its ten largest holdings account for 30% of the portfolio.
William Blair Investment Management withdrew a net $2.27B in Q2 2025, closing 44 positions and reducing 257 holdings. Its most notable exit was The AZEK Co, an estimated $123M position sold in full.
By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 33% a quarter earlier, followed by Consumer Discretionary and Financials.
Against the trend, William Blair Investment Management opened a new position in Maplebear worth $151M.
- William Blair Investment Management's largest Q2 2025 buy was Maplebear: 3,345,792 shares worth $151M.
- William Blair Investment Management added most to BWX Technologies in Q2 2025, an estimated $149M increase.
- William Blair Investment Management's biggest Q2 2025 reduction was Yum China, cutting an estimated $217M.
- William Blair Investment Management fully exited The AZEK Co in Q2 2025, selling an estimated $123M.
- William Blair Investment Management's ten largest holdings make up 30% of its $37.7B portfolio in Q2 2025.
- William Blair Investment Management opened 38 new positions and closed 44 in Q2 2025.
- William Blair Investment Management's portfolio value rose 5.8% quarter-over-quarter to $37.7B.
Based on William Blair Investment Management's 13F filing for Q2 2025, filed 29 Jul 2025.