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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
MNST icon
76
Monster Beverage
MNST
$90.1B
$129M 0.36%
4,399,190
-2,906,516
-40% -$75.7M
PCTY icon
77
Paylocity
PCTY
$7.73B
$129M 0.36%
+687,005
New +$137M
BPMC
78
DELISTED
Blueprint Medicines
BPMC
$127M 0.36%
1,429,668
-515,027
-26% -$50.2M
MZTI
79
The Marzetti Company
MZTI
$3.18B
$126M 0.35%
720,305
-118,063
-14% -$21.3M
NVT icon
80
nVent Electric
NVT
$27.7B
$126M 0.35%
2,404,472
-186,933
-7% -$11.8M
ONB icon
81
Old National Bancorp
ONB
$10.4B
$125M 0.35%
5,892,673
+399,183
+7% +$8.98M
AZEK
82
DELISTED
The AZEK Co
AZEK
$123M 0.35%
2,518,105
-889,224
-26% -$42.1M
CIEN icon
83
Ciena
CIEN
$61.2B
$121M 0.34%
+2,005,631
New +$159M
FOLD
84
DELISTED
Amicus Therapeutics
FOLD
$121M 0.34%
14,778,651
-819,047
-5% -$7.58M
NFE icon
85
New Fortress Energy
NFE
$92.8M
$121M 0.34%
14,508,626
-1,058,429
-7% -$13M
NOVT icon
86
Novanta
NOVT
$6.32B
$119M 0.33%
928,888
-46,953
-5% -$6.75M
EPAM icon
87
EPAM Systems
EPAM
$5.17B
$118M 0.33%
696,511
-17,313
-2% -$3.82M
NEOG icon
88
Neogen
NEOG
$2.5B
$118M 0.33%
13,558,932
-787,827
-5% -$8.26M
IBN icon
89
ICICI Bank
IBN
$107B
$117M 0.33%
3,717,585
+127,910
+4% +$3.71M
MDGL icon
90
Madrigal Pharmaceuticals
MDGL
$12.4B
$117M 0.33%
353,155
-18,616
-5% -$6.12M
INSP icon
91
Inspire Medical Systems
INSP
$1.69B
$110M 0.31%
692,918
-209,693
-23% -$37.9M
WMS icon
92
Advanced Drainage Systems
WMS
$10.6B
$110M 0.31%
1,013,255
-26,844
-3% -$3.13M
NICE icon
93
Nice
NICE
$5.78B
$110M 0.31%
710,666
-248,067
-26% -$39.7M
GWRE icon
94
Guidewire Software
GWRE
$14.4B
$108M 0.3%
577,914
-49,447
-8% -$9.61M
TEAM icon
95
Atlassian
TEAM
$39.4B
$107M 0.3%
+505,536
New +$133M
ITUB icon
96
Itaú Unibanco
ITUB
$81.3B
$106M 0.3%
19,854,437
+3,881,246
+24% +$19.5M
CHDN icon
97
Churchill Downs
CHDN
$6.17B
$105M 0.3%
949,715
-83,205
-8% -$9.94M
FRPT icon
98
Freshpet
FRPT
$3.48B
$105M 0.3%
1,266,200
+379,582
+43% +$46.4M
WGS icon
99
GeneDx Holdings
WGS
$2.46B
$105M 0.3%
1,188,988
+518,993
+77% +$45M
P
100
Everpure Inc
P
$37B
$102M 0.29%
2,314,536
-210,672
-8% -$12.7M
2 3
4
5 6

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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.