WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC Q1 2023 Filing
Filed May 12, 2023
Portfolio Value
$28.7B
Holdings
393
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (393 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 11,191,148 | $1.0T | 3627.43% | |
| 2 | MSFTMICROSOFT CORP | 3,363,154 | $969.6B | 3378.46% | |
| 3 | GOOGLALPHABET INC | 5,147,448 | $533.9B | 1860.47% | |
| 4 | MLB1MERCADOLIBRE INC | 366,157 | $482.6B | 1681.63% | |
| 5 | LINLINDE PLC | 1,354,416 | $481.4B | 1677.43% | |
| 6 | AMZNAMAZON COM INC | 4,499,116 | $464.7B | 1619.24% | |
| 7 | MAMASTERCARD INCORPORATED | 1,252,707 | $455.2B | 1586.26% | |
| 8 | CP.TOCANADIAN PAC RY LTD | 5,404,219 | $415.8B | 1448.81% | |
| 9 | BWXTBWX TECHNOLOGIES INC | 6,351,881 | $400.4B | 1395.23% | |
| 10 | BLDRBUILDERS FIRSTSOURCE INC | 4,118,744 | $365.7B | 1274.11% | |
| 11 | UNHUNITEDHEALTH GROUP INC | 735,477 | $347.6B | 1211.10% | |
| 12 | AXONAXON ENTERPRISE INC | 1,407,045 | $316.4B | 1102.37% | |
| 13 | CHECHEMED CORP NEW | 560,741 | $301.5B | 1050.68% | |
| 14 | ICLRICON PLC | 1,347,623 | $287.8B | 1002.94% | |
| 15 | EEFTEURONET WORLDWIDE INC | 2,567,417 | $287.3B | 1001.04% | |
| 16 | EHCENCOMPASS HEALTH CORP | 5,307,518 | $287.1B | 1000.50% | |
| 17 | BCOBRINKS CO | 4,291,248 | $286.7B | 998.82% | |
| 18 | MRCYMERCURY SYS INC | 5,348,358 | $273.4B | 952.66% | |
| 19 | CCOCAMECO CORP | 10,240,433 | $268.0B | 933.79% | |
| 20 | PENPENUMBRA INC | 940,732 | $262.2B | 913.51% | |
| 21 | NSYNICE LTD | 1,131,024 | $258.9B | 902.07% | |
| 22 | GWREGUIDEWIRE SOFTWARE INC | 3,145,395 | $258.1B | 899.25% | |
| 23 | MMSIMERIT MED SYS INC | 3,395,832 | $251.1B | 875.01% | |
| 24 | PFGCPERFORMANCE FOOD GROUP CO | 4,030,511 | $243.2B | 847.41% | |
| 25 | CWSTCASELLA WASTE SYS INC | 2,937,883 | $242.8B | 846.17% | |
| 26 | CCKCROWN HLDGS INC | 2,865,301 | $237.0B | 825.76% | |
| 27 | MZTILANCASTER COLONY CORP | 1,162,905 | $235.9B | 822.07% | |
| 28 | CPRTCOPART INC | 3,117,977 | $234.5B | 817.10% | |
| 29 | ZTSZOETIS INC | 1,399,218 | $232.9B | 811.46% | |
| 30 | GTLSCHART INDS INC | 1,782,724 | $223.6B | 778.95% | |
| 31 | NKENIKE INC | 1,778,475 | $218.1B | 759.99% | |
| 32 | CRMSALESFORCE INC | 1,047,620 | $209.3B | 729.26% | |
| 33 | LULULULULEMON ATHLETICA INC | 567,757 | $206.8B | 720.47% | |
| 34 | —NATIONAL INSTRS CORP | 3,900,608 | $204.4B | 712.32% | |
| 35 | FTITECHNIPFMC PLC | 14,971,613 | $204.4B | 712.08% | |
| 36 | RACEFERRARI N V | 749,761 | $203.1B | 707.82% | |
| 37 | DTDYNATRACE INC | 4,680,207 | $198.0B | 689.81% | |
| 38 | ACNACCENTURE PLC IRELAND | 685,628 | $196.0B | 682.80% | |
| 39 | INSPINSPIRE MED SYS INC | 836,690 | $195.8B | 682.40% | |
| 40 | AMDADVANCED MICRO DEVICES INC | 1,919,603 | $188.1B | 655.55% | |
| 41 | ACHCACADIA HEALTHCARE COMPANY IN | 2,544,282 | $183.8B | 640.52% | |
| 42 | POOLPOOL CORP | 536,611 | $183.8B | 640.28% | |
| 43 | HEIHEICO CORP NEW | 1,326,356 | $180.3B | 628.07% | |
| 44 | COSTCOSTCO WHSL CORP NEW | 361,503 | $179.6B | 625.86% | |
| 45 | DENEURDENBURY INC | 2,049,293 | $179.6B | 625.72% | |
| 46 | HDBHDFC BANK LTD | 2,681,321 | $178.8B | 622.97% | |
| 47 | INTUINTUIT | 394,646 | $175.9B | 613.06% | |
| 48 | LYVLIVE NATION ENTERTAINMENT IN | 2,498,163 | $174.9B | 609.32% | |
| 49 | TDTORONTO DOMINION BK ONT | 2,901,009 | $173.8B | 605.41% | |
| 50 | CSGPCOSTAR GROUP INC | 2,495,388 | $171.8B | 598.64% | |
| 51 | PDPAGERDUTY INC | 4,875,088 | $170.5B | 594.19% | |
| 52 | CERTCERTARA INC | 7,026,786 | $169.4B | 590.31% | |
| 53 | 1GSNNOVANTA INC | 1,059,770 | $168.6B | 587.46% | |
| 54 | HQYHEALTHEQUITY INC | 2,870,169 | $168.5B | 587.15% | |
| 55 | FOXFFOX FACTORY HLDG CORP | 1,375,017 | $166.9B | 581.49% | |
| 56 | EYENATIONAL VISION HLDGS INC | 8,660,721 | $163.2B | 568.54% | |
| 57 | RGENREPLIGEN CORP | 911,368 | $153.4B | 534.64% | |
| 58 | PODDINSULET CORP | 480,475 | $153.3B | 533.99% | |
| 59 | GLOBGLOBANT S A | 919,400 | $150.8B | 525.41% | |
| 60 | PYPLPAYPAL HLDGS INC | 1,985,507 | $150.8B | 525.37% | |
| 61 | MLMMARTIN MARIETTA MATLS INC | 420,818 | $149.4B | 520.62% | |
| 62 | RVLVREVOLVE GROUP INC | 5,616,240 | $147.7B | 514.67% | |
| 63 | PLNTPLANET FITNESS INC | 1,859,864 | $144.5B | 503.34% | |
| 64 | ELLAUDER ESTEE COS INC | 575,126 | $141.7B | 493.90% | |
| 65 | CRLCHARLES RIV LABS INTL INC | 695,975 | $140.5B | 489.42% | |
| 66 | SBUXSTARBUCKS CORP | 1,345,440 | $140.1B | 488.16% | |
| 67 | CGCARLYLE GROUP INC | 4,488,152 | $139.4B | 485.73% | |
| 68 | SEDGSOLAREDGE TECHNOLOGIES INC | 457,099 | $138.9B | 484.10% | |
| 69 | CMGCHIPOTLE MEXICAN GRILL INC | 78,506 | $134.1B | 467.30% | |
| 70 | FRPTFRESHPET INC | 2,024,707 | $134.0B | 466.96% | |
| 71 | FSVFIRSTSERVICE CORP NEW | 950,184 | $134.0B | 466.79% | |
| 72 | PANWPALO ALTO NETWORKS INC | 666,529 | $133.1B | 463.88% | |
| 73 | VEEVVEEVA SYS INC | 719,931 | $132.3B | 461.04% | |
| 74 | ENQENTEGRIS INC | 1,605,853 | $131.7B | 458.88% | |
| 75 | WMSADVANCED DRAIN SYS INC DEL | 1,536,422 | $129.4B | 450.82% | |
| 76 | APOAPOLLO GLOBAL MGMT INC | 2,047,496 | $129.3B | 450.60% | |
| 77 | LECOLINCOLN ELEC HLDGS INC | 764,562 | $129.3B | 450.49% | |
| 78 | ALRMALARM COM HLDGS INC | 2,532,256 | $127.3B | 443.64% | |
| 79 | TREXTREX CO INC | 2,610,983 | $127.1B | 442.78% | |
| 80 | VRNSVARONIS SYS INC | 4,726,462 | $122.9B | 428.35% | |
| 81 | CFCF INDS HLDGS INC | 1,659,399 | $120.3B | 419.13% | |
| 82 | CNRCANADIAN NATL RY CO | 1,001,661 | $118.2B | 411.80% | |
| 83 | ORLYOREILLY AUTOMOTIVE INC | 137,713 | $116.9B | 407.38% | |
| 84 | VIRTVIRTU FINL INC | 6,153,430 | $116.3B | 405.23% | |
| 85 | FIVEFIVE BELOW INC | 563,507 | $116.1B | 404.42% | |
| 86 | CGNXCOGNEX CORP | 2,306,956 | $114.3B | 398.30% | |
| 87 | ADBEADOBE SYSTEMS INCORPORATED | 296,026 | $114.1B | 397.50% | |
| 88 | KOSKOSMOS ENERGY LTD | 15,220,097 | $113.2B | 394.56% | |
| 89 | WSCWILLSCOT MOBIL MINI HLDNG CO | 2,397,193 | $112.4B | 391.58% | |
| 90 | ISRGINTUITIVE SURGICAL INC | 436,752 | $111.6B | 388.78% | |
| 91 | AMBAAMBARELLA INC | 1,413,763 | $109.5B | 381.38% | |
| 92 | WOLF*WOLFSPEED INC | 1,633,371 | $106.1B | 369.65% | |
| 93 | GMEDGLOBUS MED INC | 1,863,312 | $105.5B | 367.73% | |
| 94 | ARESARES MANAGEMENT CORPORATION | 1,264,280 | $105.5B | 367.57% | |
| 95 | BAPCREDICORP LTD | 795,431 | $105.3B | 366.93% | |
| 96 | NFENEW FORTRESS ENERGY INC | 3,371,519 | $99.2B | 345.73% | |
| 97 | MARMARRIOTT INTL INC NEW | 596,540 | $99.0B | 345.13% | |
| 98 | PSTGPURE STORAGE INC | 3,634,090 | $92.7B | 323.02% | |
| 99 | GGENPACT LIMITED | 2,004,108 | $92.6B | 322.76% | |
| 100 | WHWYNDHAM HOTELS & RESORTS INC | 1,355,277 | $92.0B | 320.41% |
Page 1 of 4Next