WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC Q1 2020 Filing
Filed May 8, 2020
Portfolio Value
$20.5B
Holdings
339
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (339 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BABAALIBABA GROUP HLDG LTD | 5,597,636 | $1.1T | 5301.80% | |
| 2 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 17,319,235 | $828.3B | 4031.18% | |
| 3 | SPYSPDR S&P 500 ETF TR | 2,141,600 | $552.0B | 2686.42% | |
| 4 | NTESNETEASE INC | 1,200,333 | $385.4B | 1875.87% | |
| 5 | BWXTBWX TECHNOLOGIES INC | 7,772,185 | $378.6B | 1842.46% | |
| 6 | TALTAL EDUCATION GROUP | 6,268,554 | $334.0B | 1625.58% | |
| 7 | GKDGRAND CANYON ED INC | 4,093,884 | $312.3B | 1519.89% | |
| 8 | EHCENCOMPASS HEALTH CORP | 4,558,487 | $291.9B | 1420.50% | |
| 9 | AMZNAMAZON COM INC | 130,797 | $255.0B | 1241.11% | |
| 10 | TREXTREX CO INC | 3,091,842 | $247.8B | 1205.88% | |
| 11 | CNRCANADIAN NATL RY CO | 3,166,827 | $247.7B | 1205.45% | |
| 12 | HZNPHORIZON THERAPEUTICS PUB LTD | 8,319,945 | $246.4B | 1199.34% | |
| 13 | TDYTELEDYNE TECHNOLOGIES INC | 818,722 | $243.4B | 1184.47% | |
| 14 | CPRTCOPART INC | 3,360,955 | $230.3B | 1120.78% | |
| 15 | BJBJS WHSL CLUB HLDGS INC | 9,009,516 | $229.5B | 1116.78% | |
| 16 | LYVLIVE NATION ENTERTAINMENT IN | 4,843,156 | $220.2B | 1071.51% | |
| 17 | BAMBROOKFIELD ASSET MGMT INC | 4,956,585 | $219.3B | 1067.42% | |
| 18 | MLMMARTIN MARIETTA MATLS INC | 1,139,759 | $215.7B | 1049.64% | |
| 19 | NSYNICE LTD | 1,446,358 | $207.7B | 1010.79% | |
| 20 | TFXTELEFLEX INCORPORATED | 702,708 | $205.8B | 1001.55% | |
| 21 | PENPENUMBRA INC | 1,266,233 | $204.3B | 994.18% | |
| 22 | BCOBRINKS CO | 3,887,833 | $202.4B | 984.84% | |
| 23 | CABOCABLE ONE INC | 122,952 | $202.1B | 983.73% | |
| 24 | PSTGPURE STORAGE INC | 16,178,671 | $199.0B | 968.47% | |
| 25 | GOOGLALPHABET INC | 169,270 | $196.7B | 957.20% | |
| 26 | JXC1J2 GLOBAL INC | 2,590,038 | $193.9B | 943.49% | |
| 27 | MSFTMICROSOFT CORP | 1,207,778 | $190.5B | 927.01% | |
| 28 | BAHBOOZ ALLEN HAMILTON HLDG COR | 2,766,936 | $189.9B | 924.30% | |
| 29 | CCKCROWN HLDGS INC | 3,200,458 | $185.8B | 904.02% | |
| 30 | AMEDAMEDISYS INC | 970,033 | $178.0B | 866.47% | |
| 31 | ZNGAEURZYNGA INC | 25,282,591 | $173.2B | 842.85% | |
| 32 | STESTERIS PLC | 1,225,732 | $171.6B | 834.97% | |
| 33 | VIRTVIRTU FINL INC | 8,130,622 | $169.3B | 823.84% | |
| 34 | LULULULULEMON ATHLETICA INC | 851,079 | $161.3B | 785.11% | |
| 35 | LWLAMB WESTON HLDGS INC | 2,768,374 | $158.1B | 769.30% | |
| 36 | UNHUNITEDHEALTH GROUP INC | 632,925 | $157.8B | 768.16% | |
| 37 | GDDYGODADDY INC | 2,720,994 | $155.4B | 756.27% | |
| 38 | BURLBURLINGTON STORES INC | 977,093 | $154.8B | 753.52% | |
| 39 | MRCYMERCURY SYS INC | 2,150,709 | $153.4B | 746.71% | |
| 40 | —FIRSTCASH INC | 2,113,052 | $151.6B | 737.75% | |
| 41 | AZPNUSDASPEN TECHNOLOGY INC | 1,570,625 | $149.3B | 726.70% | |
| 42 | PODDINSULET CORP | 895,609 | $148.4B | 722.15% | |
| 43 | MAMASTERCARD INC | 607,702 | $146.8B | 714.42% | |
| 44 | NBISYANDEX N V | 4,286,901 | $146.0B | 710.39% | |
| 45 | 3M4MASIMO CORP | 804,330 | $142.5B | 693.33% | |
| 46 | HTHTHUAZHU GROUP LTD | 4,934,522 | $141.9B | 690.69% | |
| 47 | HCSGHEALTHCARE SVCS GROUP INC | 5,776,034 | $138.1B | 672.12% | |
| 48 | EEFTEURONET WORLDWIDE INC | 1,604,366 | $137.5B | 669.30% | |
| 49 | TRUTRANSUNION | 1,988,311 | $131.6B | 640.39% | |
| 50 | RBAGBPRITCHIE BROS AUCTIONEERS | 3,740,272 | $127.8B | 622.17% | |
| 51 | PRSPPERSPECTA INC | 6,941,323 | $126.6B | 616.18% | |
| 52 | ETSYETSY INC | 3,230,730 | $124.2B | 604.40% | |
| 53 | —NATIONAL INSTRS CORP | 3,647,978 | $120.7B | 587.29% | |
| 54 | ADBEADOBE INC | 378,126 | $120.3B | 585.64% | |
| 55 | HALOHALOZYME THERAPEUTICS INC | 6,563,606 | $118.1B | 574.66% | |
| 56 | SEDGSOLAREDGE TECHNOLOGIES INC | 1,432,686 | $117.3B | 570.91% | |
| 57 | IRTCIRHYTHM TECHNOLOGIES INC | 1,432,203 | $116.5B | 567.02% | |
| 58 | AVLRUSDAVALARA INC | 1,505,517 | $112.3B | 546.59% | |
| 59 | LGNDLIGAND PHARMACEUTICALS INC | 1,520,296 | $110.6B | 538.05% | |
| 60 | VCYTVERACYTE INC | 4,457,011 | $108.3B | 527.31% | |
| 61 | FSVFIRSTSERVICE CORP NEW | 1,385,416 | $106.8B | 519.98% | |
| 62 | CBOECBOE GLOBAL MARKETS INC | 1,181,290 | $105.4B | 513.10% | |
| 63 | DPZDOMINOS PIZZA INC | 311,879 | $101.1B | 491.89% | |
| 64 | CP.TOCANADIAN PAC RY LTD | 456,956 | $100.3B | 488.34% | |
| 65 | PFPTPROOFPOINT INC | 954,431 | $97.9B | 476.53% | |
| 66 | ZTSZOETIS INC | 822,562 | $96.8B | 471.13% | |
| 67 | GLOBGLOBANT S A | 1,099,985 | $96.7B | 470.45% | |
| 68 | FISFIDELITY NATL INFORMATION SV | 789,529 | $96.0B | 467.39% | |
| 69 | PYPLPAYPAL HLDGS INC | 1,003,061 | $96.0B | 467.37% | |
| 70 | WEXWEX INC | 896,292 | $93.7B | 456.05% | |
| 71 | HDBHDFC BANK LTD | 2,408,651 | $92.8B | 451.80% | |
| 72 | JLLJONES LANG LASALLE INC | 919,086 | $92.8B | 451.68% | |
| 73 | MLB1MERCADOLIBRE INC | 188,644 | $92.2B | 448.56% | |
| 74 | VRNSVARONIS SYS INC | 1,444,959 | $92.0B | 447.74% | |
| 75 | AWNADVANCE AUTO PARTS INC | 984,001 | $91.8B | 446.90% | |
| 76 | PLNTPLANET FITNESS INC | 1,861,838 | $90.7B | 441.28% | |
| 77 | COUPEURCOUPA SOFTWARE INC | 641,445 | $89.6B | 436.20% | |
| 78 | ICEINTERCONTINENTAL EXCHANGE IN | 1,105,275 | $89.3B | 434.36% | |
| 79 | GNRCGENERAC HLDGS INC | 930,166 | $86.7B | 421.77% | |
| 80 | HEIHEICO CORP NEW | 1,352,105 | $86.4B | 420.49% | |
| 81 | ARESARES MANAGEMENT CORPORATION | 2,676,607 | $82.8B | 402.90% | |
| 82 | RG6ROGERS CORP | 863,080 | $81.5B | 396.60% | |
| 83 | 1GSNNOVANTA INC | 1,016,771 | $81.2B | 395.28% | |
| 84 | AZTABROOKS AUTOMATION INC NEW | 2,661,731 | $81.2B | 395.10% | |
| 85 | CCOCAMECO CORP | 10,616,122 | $81.1B | 394.73% | |
| 86 | LECOLINCOLN ELEC HLDGS INC | 1,173,249 | $81.0B | 393.98% | |
| 87 | AMDADVANCED MICRO DEVICES INC | 1,750,980 | $79.6B | 387.56% | |
| 88 | MDBMONGODB INC | 571,297 | $78.0B | 379.63% | |
| 89 | TMETENCENT MUSIC ENTMT GROUP | 7,653,897 | $77.0B | 374.98% | |
| 90 | TQJSIGNATURE BK NEW YORK N Y | 943,176 | $75.8B | 369.01% | |
| 91 | HQYHEALTHEQUITY INC | 1,494,952 | $75.6B | 368.07% | |
| 92 | CSGPCOSTAR GROUP INC | 127,367 | $74.8B | 363.99% | |
| 93 | METAFACEBOOK INC | 443,373 | $74.0B | 359.92% | |
| 94 | ENQENTEGRIS INC | 1,633,168 | $73.1B | 355.84% | |
| 95 | ELLAUDER ESTEE COS INC | 450,905 | $71.8B | 349.66% | |
| 96 | —PORTOLA PHARMACEUTICALS INC | 9,999,290 | $71.3B | 346.97% | |
| 97 | CRMSALESFORCE COM INC | 489,998 | $70.5B | 343.35% | |
| 98 | MBBISHARES TR | 615,550 | $68.0B | 330.85% | |
| 99 | ICLRICON PLC | 488,904 | $66.5B | 323.59% | |
| 100 | SESEA LTD | 1,428,937 | $63.3B | 308.14% |
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