13F Insight
DOSSIER · 13F-HR · Q2 2026

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

$33.3B in tracked AUM across 403 positions as of Q2 2026.

WB
CIK 0001644956 · last filed Jun 30, 2026
Total AUM
$33.3B
as of Q2 2026
Holdings
403
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC filed Q1 2026 13F-HR with $30.3B in disclosed U.S. equity holdings The portfolio is led by Technology exposure, with top positions including TSM (6.2%), NVDA (5.2%), AAPL (4.0%). Quarter-over-quarter activity shows 13 new entries and 13 exits, with a net reductive posture across 63 changed positions. Notable reduction: MSFT (17.0% reduction) (MICROSOFT CORP).

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC reports $30.3B in U.S. equity holdings for Q1 2026, anchored by a Technology-centric allocation. The top five positions by value span TSM + NVDA + AAPL + MSFT + GOOGL, collectively representing a meaningful concentration within the disclosed book.

Core Holdings

  • TSM (TAIWAN SEMICONDUCTOR MANUFAC) — $1.9B (6.2%)
  • NVDA (NVIDIA CORPORATION) — $1.6B (5.2%)
  • AAPL (APPLE INC) — $1.2B (4.0%)
  • MSFT (MICROSOFT CORP) — $1.1B (3.5%)
  • GOOGL (ALPHABET INC) — $0.7B (2.4%)
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$2.4B4.9M7.1%02
NVDA
NVIDIA CORPORATION
$1.7B8.6M5.2%03
GOOGL
ALPHABET INC
$1.1B3.2M3.4%04
AAPL
APPLE INC
$943M3.3M2.8%05
AVGO
BROADCOM INC
$777M2.1M2.3%06
MSFT
MICROSOFT CORP
$764M2.0M2.3%07
META
META PLATFORMS INC
$535M950K1.6%08
AMZN
AMAZON COM INC
$474M2.0M1.4%09
MA
MASTERCARD INCORPORATED
$471M918K1.4%10
AMD
ADVANCED MICRO DEVICES INC
$444M764K1.3%

Filing history

2026Q2Jun 30
$33.3B▲ 9.9%
403 positionsView →2026Q1Mar 31
$30.3B▼ 15.6%
413 positionsView →2025Q4Dec 31
$35.9B▼ 7.3%
413 positionsView →2025Q3Sep 30
$38.7B▲ 2.6%
414 positionsView →2025Q2Jun 30
$37.7B▲ 5.8%
417 positionsLocked2025Q1Mar 31
$35.6B▼ 13.0%
423 positionsLocked2024Q4Dec 31
$40.9B▲ 1.0%
433 positionsLocked2024Q3Sep 30
$40.5B▲ 6.3%
412 positionsLocked2024Q2Jun 30
$38.1B▼ 1.5%
411 positionsLocked2024Q1Mar 31
$38.7B▲ 12.6%
410 positionsLocked2023Q4Dec 31
$34.4B▲ 14.2%
406 positionsLocked2023Q3Sep 30
$30.1B▼ 3.5%
398 positionsLocked
Showing 12 of 41