WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC Q3 2023 Filing

Filed November 9, 2023

Portfolio Value

$30.1B

Holdings

398

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (398 positions)

#	Stock	Shares	Value	% Portfolio
1	MSFTMICROSOFT CORP	3,802,656	$1.2B	3.99%
2	TSMTAIWAN SEMICONDUCTOR MFG LTD	11,780,144	$1.0B	3.40%
3	GOOGLALPHABET INC	6,533,276	$854.0M	2.84%
4	AMZNAMAZON COM INC	5,452,255	$693.0M	2.30%
5	MAMASTERCARD INCORPORATED	1,281,225	$507.0M	1.68%
6	LINLINDE PLC	1,342,009	$499.0M	1.66%
7	NVDANVIDIA CORPORATION	974,824	$424.0M	1.41%
8	BWXTBWX TECHNOLOGIES INC	5,628,867	$422.0M	1.40%
9	CPCANADIAN PACIFIC KANSAS CITY	5,569,926	$414.0M	1.38%
10	EHCENCOMPASS HEALTH CORP	5,676,379	$381.0M	1.27%
11	GTLSCHART INDS INC	1,696,411	$286.0M	0.95%
12	CCKCROWN HLDGS INC	3,151,058	$278.0M	0.92%
13	ACNACCENTURE PLC IRELAND	896,966	$275.0M	0.91%
14	AXONAXON ENTERPRISE INC	1,366,267	$271.0M	0.90%
15	MMSIMERIT MED SYS INC	3,895,695	$268.0M	0.89%
16	CGCARLYLE GROUP INC	8,877,428	$267.0M	0.89%
17	ICLRICON PLC	1,043,165	$256.0M	0.85%
18	MRCYMERCURY SYS INC	6,749,562	$250.0M	0.83%
19	BCOBRINKS CO	3,439,503	$249.0M	0.83%
20	CRMSALESFORCE INC	1,224,691	$248.0M	0.82%
21	CFCF INDS HLDGS INC	2,891,675	$247.0M	0.82%
22	LULULULULEMON ATHLETICA INC	640,989	$247.0M	0.82%
23	CWSTCASELLA WASTE SYS INC	3,047,265	$232.0M	0.77%
24	ISRGINTUITIVE SURGICAL INC	763,187	$223.0M	0.74%
25	LYVLIVE NATION ENTERTAINMENT IN	2,671,703	$221.0M	0.73%
26	POOLPOOL CORP	606,678	$216.0M	0.72%
27	ACHCACADIA HEALTHCARE COMPANY IN	3,058,916	$215.0M	0.71%
28	MZTILANCASTER COLONY CORP	1,307,612	$215.0M	0.71%
29	BLDRBUILDERS FIRSTSOURCE INC	1,724,774	$214.0M	0.71%
30	ZTSZOETIS INC	1,228,252	$213.0M	0.71%
31	GWREGUIDEWIRE SOFTWARE INC	2,350,823	$211.0M	0.70%
32	NFENEW FORTRESS ENERGY INC	6,275,847	$205.0M	0.68%
33	CCOCAMECO CORP	4,912,019	$194.0M	0.64%
34	HQYHEALTHEQUITY INC	2,645,244	$193.0M	0.64%
35	PANWPALO ALTO NETWORKS INC	813,500	$190.0M	0.63%
36	TWTRADEWEB MKTS INC	2,277,162	$182.0M	0.60%
37	MNSTMONSTER BEVERAGE CORP NEW	3,431,785	$181.0M	0.60%
38	FRPTFRESHPET INC	2,740,708	$180.0M	0.60%
39	RACEFERRARI N V	610,429	$180.0M	0.60%
40	DTDYNATRACE INC	3,835,232	$179.0M	0.59%
41	HEIHEICO CORP NEW	1,340,018	$173.0M	0.57%
42	NSYNICE LTD	1,017,406	$172.0M	0.57%
43	CPRTCOPART INC	3,951,930	$170.0M	0.56%
44	APOAPOLLO GLOBAL MGMT INC	1,902,972	$170.0M	0.56%
45	GLOBGLOBANT S A	858,914	$169.0M	0.56%
46	TYLTYLER TECHNOLOGIES INC	437,212	$168.0M	0.56%
47	TDTORONTO DOMINION BK ONT	2,803,774	$168.0M	0.56%
48	FIVEFIVE BELOW INC	1,035,592	$166.0M	0.55%
49	WMSADVANCED DRAIN SYS INC DEL	1,445,326	$164.0M	0.54%
50	EYENATIONAL VISION HLDGS INC	10,066,548	$162.0M	0.54%
51	HDBHDFC BANK LTD	2,732,196	$161.0M	0.54%
52	WEAWESTERN ALLIANCE BANCORP	3,443,399	$158.0M	0.53%
53	PENPENUMBRA INC	656,964	$158.0M	0.53%
54	TECHBIO-TECHNE CORP	2,314,269	$157.0M	0.52%
55	ELFE L F BEAUTY INC	1,424,268	$156.0M	0.52%
56	BFAMBRIGHT HORIZONS FAM SOL IN D	1,913,192	$155.0M	0.52%
57	ALRMALARM COM HLDGS INC	2,535,196	$155.0M	0.52%
58	PFGCPERFORMANCE FOOD GROUP CO	2,623,377	$154.0M	0.51%
59	RGENREPLIGEN CORP	946,893	$150.0M	0.50%
60	VIRTVIRTU FINL INC	8,347,311	$144.0M	0.48%
61	FTITECHNIPFMC PLC	7,101,775	$144.0M	0.48%
62	AMDADVANCED MICRO DEVICES INC	1,376,385	$141.0M	0.47%
63	SMCIUSDSUPER MICRO COMPUTER INC	513,278	$140.0M	0.47%
64	VEEVVEEVA SYS INC	685,804	$139.0M	0.46%
65	1GSNNOVANTA INC	971,161	$139.0M	0.46%
66	INSPINSPIRE MED SYS INC	694,145	$137.0M	0.46%
67	TENBTENABLE HLDGS INC	3,028,310	$135.0M	0.45%
68	TREXTREX CO INC	2,118,798	$130.0M	0.43%
69	AM6AMICUS THERAPEUTICS INC	10,376,763	$126.0M	0.42%
70	FSVFIRSTSERVICE CORP NEW	864,283	$125.0M	0.42%
71	CSGPCOSTAR GROUP INC	1,611,730	$123.0M	0.41%
72	LSCCLATTICE SEMICONDUCTOR CORP	1,426,703	$122.0M	0.41%
73	CGNXCOGNEX CORP	2,768,291	$117.0M	0.39%
74	PODDINSULET CORP	732,923	$116.0M	0.39%
75	NKENIKE INC	1,221,081	$116.0M	0.39%
76	GMEDGLOBUS MED INC	2,316,372	$115.0M	0.38%
77	EXPEAGLE MATLS INC	666,874	$111.0M	0.37%
78	WSCWILLSCOT MOBIL MINI HLDNG CO	2,644,294	$109.0M	0.36%
79	SBUXSTARBUCKS CORP	1,203,520	$109.0M	0.36%
80	SHLSSHOALS TECHNOLOGIES GROUP IN	5,934,781	$108.0M	0.36%
81	IM8NINSMED INC	4,241,935	$107.0M	0.36%
82	KOSKOSMOS ENERGY LTD	12,699,004	$103.0M	0.34%
83	CERTCERTARA INC	7,150,914	$103.0M	0.34%
84	PXDEURPIONEER NAT RES CO	440,522	$101.0M	0.34%
85	EEFTEURONET WORLDWIDE INC	1,279,053	$101.0M	0.34%
86	FLYWFLYWIRE CORPORATION	3,146,473	$100.0M	0.33%
87	VRNSVARONIS SYS INC	3,252,160	$99.0M	0.33%
88	REEVEREST GROUP LTD	263,788	$98.0M	0.33%
89	SPSCSPS COMM INC	569,458	$97.0M	0.32%
90	ENQENTEGRIS INC	1,026,750	$96.0M	0.32%
91	BLDTOPBUILD CORP	378,168	$95.0M	0.32%
92	RYAAYRYANAIR HOLDINGS PLC	958,965	$93.0M	0.31%
93	NEOGNEOGEN CORP	4,795,526	$88.0M	0.29%
94	AMBAAMBARELLA INC	1,667,930	$88.0M	0.29%
95	SITESITEONE LANDSCAPE SUPPLY INC	544,033	$88.0M	0.29%
96	TXNTEXAS INSTRS INC	553,615	$88.0M	0.29%
97	WOLF*WOLFSPEED INC	2,273,227	$86.0M	0.29%
98	MLMMARTIN MARIETTA MATLS INC	201,832	$82.0M	0.27%
99	NENOBLE CORP PLC	1,611,022	$81.0M	0.27%
100	CNRCANADIAN NATL RY CO	724,247	$78.0M	0.26%

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