StockDriftsStockDriftsTop 50 William Blair Investment Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 7.09% | 4.94M | $2.36B | -10.54%(-581.85K) | $45.24(+843.59%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 5.17% | 8.60M | $1.72B | -3.83%(-342.74K) | $48.79(+363.39%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.43% | 3.19M | $1.14B | +27.41%(+686.41K) | $233.58(+47.58%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.84% | 3.26M | $943.3M | -32.26%(-1.55M) | $202.54(+50.77%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.34% | 2.06M | $776.7M | -6.61%(-145.42K) | $196.58(+100.30%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.3% | 2.05M | $764.2M | -29.28%(-848.14K) | $244.89(+98.48%) | 2026-06-30 | |
| META | META PLATFORMS INC | 1.61% | 950.1K | $535.2M | -6.22%(-63.01K) | $505.45(+14.81%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.42% | 1.99M | $473.6M | -37.19%(-1.18M) | $116.69(+124.98%) | 2026-06-30 | |
| MA | MASTERCARD INCORPORATED | 1.42% | 918.0K | $471.5M | -13.45%(-142.65K) | $279.97(+102.47%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 1.33% | 763.5K | $443.5M | -26.77%(-279.08K) | $146.01(+250.85%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.71% | +67.27% | +8.85% | +52.80% |
| Top 20 Holdings Unweighted | +10.22% | +33.89% | +4.77% | +26.23% |
William Blair Investment Management LLC reports $33.25B in US-listed equity holdings across 403 positions in its most recent 13F filing. Its largest disclosed positions are TSM (7.1%), NVDA (5.2%) and GOOGL (3.4%). The top 20 holdings account for 37.3% of reported assets. Its disclosed equity book has returned +67.27% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from William Blair Investment Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1644956). View William Blair Investment Management LLC’s 13F filings on SEC