WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

Long Only Manager

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC is a Long Only Manager based in Chicago, IL led by Brent Walker Gledhill, reporting $71.6B in AUM as of Q3 2025 with 38% Technology concentration.

CEOBrent Walker Gledhill

Portfolio Value: $38.7B
Positions: 414
Top Holding: NVDA at 5.58%
Last Reported: Q3 2025

Address150 North Riverside Plaza, Chicago, IL, 60606-1598, United States

Top Holdings

Largest long holdings in WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC's portfolio (31% of total portfolio)

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Holding	Sector	Market Value	Weight	Ownership	Owned Since
1 Nvidia NVDA	Semiconductors Technology	$2.2B	5.58%	0.05% 11.6M shares	Q2 2021 Held for 4y 5m
2 Microsoft MSFT	Software - Infrastructure Technology	$2.0B	5.14%	0.05% 3.8M shares	Q3 2015 Held for 10y 2m
3 Taiwan Semiconductor Manufacturing Company TSM	Semiconductors Technology	$1.8B	4.64%	— 6.4M shares	Q4 2022 Held for 2y 11m
4 Apple AAPL	Consumer Electronics Technology	$1.4B	3.70%	0.04% 5.6M shares	Q2 2024 Held for 1y 5m
5 Amazon AMZN	Specialty Retail Consumer Cyclical	$970.8M	2.51%	0.04% 4.4M shares	Q3 2015 Held for 10y 2m
6 Broadcom Inc. AVGO	Semiconductors Technology	$927.4M	2.40%	0.06% 2.8M shares	Q2 2024 Held for 1y 5m
7 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$871.1M	2.25%	0.05% 1.2M shares	Q3 2015 Held for 10y 2m
8 Mastercard MA	Financial - Credit Services Financial Services	$628.7M	1.63%	0.12% 1.1M shares	Q3 2015 Held for 10y 2m
9 Sea Limited SE	Unknown Unknown	$619.0M	1.60%	— 3.5M shares	Q3 2024 Held for 1y 2m
10 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$604.3M	1.56%	0.02% 2.5M shares	Q3 2015 Held for 10y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC's latest filing

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Market Value

$38.7B

Prior: $37.7B

Q/Q Change

+2.64%

+$994.1M

Net Flows % of MV

-5.37%

Turnover Ratio

11.54%

New Purchases

25 stocks

$941.6M

Added To

110 stocks

+$2.5B

Sold Out Of

48 stocks

$1.1B

Reduced Holdings

257 stocks

-$4.4B

Increased Positions

Position	Shares Δ	Change
1 Bentley Systems, Incorporated BSY	New	0 → 2.9M +$150.9M
2 Snowflake SNOW	New	0 → 518.2K +$116.9M
3 CAVA Group CAVA	New	0 → 1.9M +$114.1M
4 Nextpower Inc. NXT	New	0 → 1.5M +$108.7M
5 Teradyne, Inc. TER	New	0 → 775.5K +$106.7M

Decreased Positions

Position	Shares Δ	Change
1 EPAM Systems EPAM	Sold	841.9K → 0 −$148.9M
2 NICE NICE NICE	Sold	550.7K → 0 −$93.0M
3 Chubb CB	Sold	267.2K → 0 −$77.4M
4 Burlington Stores BURL	Sold	317.7K → 0 −$73.9M
5 Waste Connections WCN	Sold	339.5K → 0 −$63.4M

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Analytics

Portfolio insights and performance metrics for WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

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Sector Allocation

Technology

38.20%

Consumer Cyclical

11.90%

Financial Services

10.70%

Healthcare

10.10%

Industrials

10.00%

Communication Services

5.20%

Consumer Defensive

3.00%

Basic Materials

2.40%

Real Estate

1.60%

Energy

1.30%

Utilities

0.40%

ETF

0.30%

Market Cap Distribution

Mega Cap (> $200B)

29.87%

Large Cap ($10B - $200B)

32.30%

Mid Cap ($2B - $10B)

24.60%

Small Cap ($300M - $2B)

4.09%

Micro Cap ($50M - $300M)

0.05%

Nano Cap (< $50M)

1.45%

N/A (ETF or Unknown)

7.64%

Portfolio Concentration

Top 10 Holdings %

31.01%

Top 20 Holdings %

41.23%

Top 50 Holdings %

59.69%

Top 100 Holdings %

78.3%