WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC Q4 2023 Filing
Filed February 9, 2024
Portfolio Value
$34.4B
Holdings
406
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (406 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 3,922,394 | $1.5T | 4292.30% | |
| 2 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 11,229,201 | $1.2T | 3397.21% | |
| 3 | GOOGLALPHABET INC | 6,997,711 | $977.5B | 2844.63% | |
| 4 | AMZNAMAZON COM INC | 5,778,239 | $877.9B | 2554.89% | |
| 5 | MLB1MERCADOLIBRE INC | 374,825 | $589.1B | 1714.19% | |
| 6 | MAMASTERCARD INCORPORATED | 1,348,512 | $575.2B | 1673.74% | |
| 7 | NVDANVIDIA CORPORATION | 1,084,335 | $537.0B | 1562.67% | |
| 8 | LINLINDE PLC | 1,235,503 | $507.4B | 1476.67% | |
| 9 | CGCARLYLE GROUP INC | 11,097,795 | $451.6B | 1314.10% | |
| 10 | UNHUNITEDHEALTH GROUP INC | 804,782 | $423.7B | 1232.98% | |
| 11 | BWXTBWX TECHNOLOGIES INC | 4,634,887 | $355.6B | 1034.92% | |
| 12 | EHCENCOMPASS HEALTH CORP | 5,218,171 | $348.2B | 1013.16% | |
| 13 | PDDPDD HOLDINGS INC | 2,300,793 | $336.5B | 979.19% | |
| 14 | CPCANADIAN PACIFIC KANSAS CITY | 4,241,766 | $335.4B | 975.91% | |
| 15 | ACNACCENTURE PLC IRELAND | 951,930 | $334.0B | 972.09% | |
| 16 | CRMSALESFORCE INC | 1,250,490 | $329.1B | 957.57% | |
| 17 | ICLRICON PLC | 1,144,393 | $323.9B | 942.70% | |
| 18 | INTUINTUIT | 486,455 | $304.0B | 884.80% | |
| 19 | LYVLIVE NATION ENTERTAINMENT IN | 3,244,811 | $303.7B | 883.83% | |
| 20 | MMSIMERIT MED SYS INC | 3,791,089 | $288.0B | 838.02% | |
| 21 | ISRGINTUITIVE SURGICAL INC | 848,324 | $286.2B | 832.84% | |
| 22 | CHECHEMED CORP NEW | 476,446 | $278.6B | 810.75% | |
| 23 | BCOBRINKS CO | 3,155,930 | $277.6B | 807.73% | |
| 24 | LULULULULEMON ATHLETICA INC | 536,434 | $274.3B | 798.16% | |
| 25 | ELFE L F BEAUTY INC | 1,870,753 | $270.0B | 785.79% | |
| 26 | POOLPOOL CORP | 666,757 | $265.8B | 773.62% | |
| 27 | AXONAXON ENTERPRISE INC | 1,012,096 | $261.5B | 760.85% | |
| 28 | PANWPALO ALTO NETWORKS INC | 885,580 | $261.1B | 759.93% | |
| 29 | COSTCOSTCO WHSL CORP NEW | 394,168 | $260.2B | 757.15% | |
| 30 | NOWSERVICENOW INC | 367,078 | $259.3B | 754.69% | |
| 31 | NFENEW FORTRESS ENERGY INC | 6,804,882 | $256.7B | 747.16% | |
| 32 | CCKCROWN HLDGS INC | 2,769,795 | $255.1B | 742.27% | |
| 33 | GWREGUIDEWIRE SOFTWARE INC | 2,315,969 | $252.5B | 734.89% | |
| 34 | CWSTCASELLA WASTE SYS INC | 2,900,110 | $247.8B | 721.24% | |
| 35 | DTDYNATRACE INC | 4,505,582 | $246.4B | 717.07% | |
| 36 | CPRTCOPART INC | 5,001,567 | $245.1B | 713.19% | |
| 37 | NSYNICE LTD | 1,215,412 | $242.4B | 705.53% | |
| 38 | MRCYMERCURY SYS INC | 6,556,772 | $239.8B | 697.78% | |
| 39 | ACHCACADIA HEALTHCARE COMPANY IN | 2,979,564 | $231.7B | 674.24% | |
| 40 | MZTILANCASTER COLONY CORP | 1,381,516 | $229.9B | 668.94% | |
| 41 | ZTSZOETIS INC | 1,158,687 | $228.7B | 665.51% | |
| 42 | FRPTFRESHPET INC | 2,629,801 | $228.2B | 663.97% | |
| 43 | CMGCHIPOTLE MEXICAN GRILL INC | 97,739 | $223.5B | 650.48% | |
| 44 | AMDADVANCED MICRO DEVICES INC | 1,475,831 | $217.6B | 633.09% | |
| 45 | FIVEFIVE BELOW INC | 999,752 | $213.1B | 620.16% | |
| 46 | MNSTMONSTER BEVERAGE CORP NEW | 3,624,962 | $208.8B | 607.72% | |
| 47 | RACEFERRARI N V | 615,323 | $208.2B | 606.00% | |
| 48 | EYENATIONAL VISION HLDGS INC | 9,839,344 | $205.9B | 599.29% | |
| 49 | PODDINSULET CORP | 918,689 | $199.3B | 580.09% | |
| 50 | BLDRBUILDERS FIRSTSOURCE INC | 1,193,106 | $199.2B | 579.62% | |
| 51 | WMSADVANCED DRAIN SYS INC DEL | 1,388,065 | $195.2B | 568.10% | |
| 52 | WEAWESTERN ALLIANCE BANCORP | 2,949,534 | $194.0B | 564.70% | |
| 53 | BFAMBRIGHT HORIZONS FAM SOL IN D | 2,031,419 | $191.4B | 557.11% | |
| 54 | LRCXEURLAM RESEARCH CORP | 244,396 | $191.4B | 557.06% | |
| 55 | PENPENUMBRA INC | 743,259 | $187.0B | 544.07% | |
| 56 | GTLSCHART INDS INC | 1,344,015 | $183.2B | 533.21% | |
| 57 | TWTRADEWEB MKTS INC | 1,945,578 | $176.8B | 514.54% | |
| 58 | TYLTYLER TECHNOLOGIES INC | 420,045 | $175.6B | 511.09% | |
| 59 | CCOCAMECO CORP | 4,074,090 | $175.6B | 510.99% | |
| 60 | TDTORONTO DOMINION BK ONT | 2,703,696 | $174.7B | 508.42% | |
| 61 | RHCRH PLC | 2,521,385 | $174.4B | 507.45% | |
| 62 | CFCF INDS HLDGS INC | 2,185,788 | $173.8B | 505.68% | |
| 63 | TECHBIO-TECHNE CORP | 2,234,998 | $172.5B | 501.85% | |
| 64 | VIRTVIRTU FINL INC | 8,281,950 | $167.8B | 488.29% | |
| 65 | ORLYOREILLY AUTOMOTIVE INC | 175,655 | $166.9B | 485.65% | |
| 66 | TREXTREX CO INC | 2,013,355 | $166.7B | 485.07% | |
| 67 | MLMMARTIN MARIETTA MATLS INC | 332,389 | $165.8B | 482.58% | |
| 68 | AM6AMICUS THERAPEUTICS INC | 11,647,026 | $165.3B | 480.95% | |
| 69 | INSPINSPIRE MED SYS INC | 806,947 | $164.2B | 477.71% | |
| 70 | APOAPOLLO GLOBAL MGMT INC | 1,756,502 | $163.7B | 476.34% | |
| 71 | TXNTEXAS INSTRS INC | 957,654 | $163.2B | 475.04% | |
| 72 | RGENREPLIGEN CORP | 905,760 | $162.9B | 473.92% | |
| 73 | 1GSNNOVANTA INC | 966,688 | $162.8B | 473.76% | |
| 74 | ALRMALARM COM HLDGS INC | 2,499,896 | $161.5B | 470.10% | |
| 75 | 2L9BLUEPRINT MEDICINES CORP | 1,727,845 | $159.4B | 463.80% | |
| 76 | HEIHEICO CORP NEW | 1,077,302 | $153.4B | 446.55% | |
| 77 | NEOGNEOGEN CORP | 7,536,169 | $151.6B | 441.03% | |
| 78 | SMCIUSDSUPER MICRO COMPUTER INC | 530,815 | $150.9B | 439.10% | |
| 79 | HDBHDFC BANK LTD | 2,222,817 | $149.1B | 433.99% | |
| 80 | REEVEREST GROUP LTD | 419,246 | $148.2B | 431.38% | |
| 81 | VRNSVARONIS SYS INC | 3,249,245 | $147.1B | 428.15% | |
| 82 | CSGPCOSTAR GROUP INC | 1,678,036 | $146.6B | 426.74% | |
| 83 | CWANCLEARWATER ANALYTICS HLDGS I | 7,273,914 | $145.7B | 423.99% | |
| 84 | NKENIKE INC | 1,317,083 | $143.0B | 416.13% | |
| 85 | FSVFIRSTSERVICE CORP NEW | 864,756 | $140.2B | 407.90% | |
| 86 | BLDTOPBUILD CORP | 362,862 | $135.8B | 395.20% | |
| 87 | GLOBGLOBANT S A | 563,925 | $134.2B | 390.54% | |
| 88 | TENBTENABLE HLDGS INC | 2,905,742 | $133.8B | 389.48% | |
| 89 | IM8NINSMED INC | 4,256,687 | $131.9B | 383.88% | |
| 90 | TWSTTWIST BIOSCIENCE CORP | 3,549,874 | $130.8B | 380.78% | |
| 91 | RYAAYRYANAIR HOLDINGS PLC | 943,672 | $125.8B | 366.18% | |
| 92 | EVHEVOLENT HEALTH INC | 3,778,453 | $124.8B | 363.18% | |
| 93 | CERTCERTARA INC | 7,042,316 | $123.9B | 360.48% | |
| 94 | SBUXSTARBUCKS CORP | 1,278,750 | $122.8B | 357.28% | |
| 95 | GMEDGLOBUS MED INC | 2,293,227 | $122.2B | 355.63% | |
| 96 | FTITECHNIPFMC PLC | 6,040,071 | $121.6B | 354.00% | |
| 97 | HQYHEALTHEQUITY INC | 1,782,911 | $118.2B | 343.99% | |
| 98 | EXPEAGLE MATLS INC | 582,460 | $118.1B | 343.81% | |
| 99 | ENQENTEGRIS INC | 972,755 | $116.6B | 339.18% | |
| 100 | SPSCSPS COMM INC | 580,650 | $112.6B | 327.54% |
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