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 | $1.0B | 3.63% | |
| 2 | MSFTMICROSOFT CORP | 3,363,154 | $969.6M | 3.38% | |
| 3 | GOOGLALPHABET INC | 5,147,448 | $533.9M | 1.86% | |
| 4 | MLB1MERCADOLIBRE INC | 366,157 | $482.6M | 1.68% | |
| 5 | LINLINDE PLC | 1,354,416 | $481.4M | 1.68% | |
| 6 | AMZNAMAZON COM INC | 4,499,116 | $464.7M | 1.62% | |
| 7 | MAMASTERCARD INCORPORATED | 1,252,707 | $455.2M | 1.59% | |
| 8 | CP.TOCANADIAN PAC RY LTD | 5,404,219 | $415.8M | 1.45% | |
| 9 | BWXTBWX TECHNOLOGIES INC | 6,351,881 | $400.4M | 1.40% | |
| 10 | BLDRBUILDERS FIRSTSOURCE INC | 4,118,744 | $365.7M | 1.27% | |
| 11 | UNHUNITEDHEALTH GROUP INC | 735,477 | $347.6M | 1.21% | |
| 12 | AXONAXON ENTERPRISE INC | 1,407,045 | $316.4M | 1.10% | |
| 13 | CHECHEMED CORP NEW | 560,741 | $301.5M | 1.05% | |
| 14 | ICLRICON PLC | 1,347,623 | $287.8M | 1.00% | |
| 15 | EEFTEURONET WORLDWIDE INC | 2,567,417 | $287.3M | 1.00% | |
| 16 | EHCENCOMPASS HEALTH CORP | 5,307,518 | $287.1M | 1.00% | |
| 17 | BCOBRINKS CO | 4,291,248 | $286.7M | 1.00% | |
| 18 | MRCYMERCURY SYS INC | 5,348,358 | $273.4M | 0.95% | |
| 19 | CCOCAMECO CORP | 10,240,433 | $268.0M | 0.93% | |
| 20 | PENPENUMBRA INC | 940,732 | $262.2M | 0.91% | |
| 21 | NSYNICE LTD | 1,131,024 | $258.9M | 0.90% | |
| 22 | GWREGUIDEWIRE SOFTWARE INC | 3,145,395 | $258.1M | 0.90% | |
| 23 | MMSIMERIT MED SYS INC | 3,395,832 | $251.1M | 0.88% | |
| 24 | PFGCPERFORMANCE FOOD GROUP CO | 4,030,511 | $243.2M | 0.85% | |
| 25 | CWSTCASELLA WASTE SYS INC | 2,937,883 | $242.8M | 0.85% | |
| 26 | CCKCROWN HLDGS INC | 2,865,301 | $237.0M | 0.83% | |
| 27 | MZTILANCASTER COLONY CORP | 1,162,905 | $235.9M | 0.82% | |
| 28 | CPRTCOPART INC | 3,117,977 | $234.5M | 0.82% | |
| 29 | ZTSZOETIS INC | 1,399,218 | $232.9M | 0.81% | |
| 30 | GTLSCHART INDS INC | 1,782,724 | $223.6M | 0.78% | |
| 31 | NKENIKE INC | 1,778,475 | $218.1M | 0.76% | |
| 32 | CRMSALESFORCE INC | 1,047,620 | $209.3M | 0.73% | |
| 33 | LULULULULEMON ATHLETICA INC | 567,757 | $206.8M | 0.72% | |
| 34 | —NATIONAL INSTRS CORP | 3,900,608 | $204.4M | 0.71% | |
| 35 | FTITECHNIPFMC PLC | 14,971,613 | $204.4M | 0.71% | |
| 36 | RACEFERRARI N V | 749,761 | $203.1M | 0.71% | |
| 37 | DTDYNATRACE INC | 4,680,207 | $198.0M | 0.69% | |
| 38 | ACNACCENTURE PLC IRELAND | 685,628 | $196.0M | 0.68% | |
| 39 | INSPINSPIRE MED SYS INC | 836,690 | $195.8M | 0.68% | |
| 40 | AMDADVANCED MICRO DEVICES INC | 1,919,603 | $188.1M | 0.66% | |
| 41 | ACHCACADIA HEALTHCARE COMPANY IN | 2,544,282 | $183.8M | 0.64% | |
| 42 | POOLPOOL CORP | 536,611 | $183.8M | 0.64% | |
| 43 | HEIHEICO CORP NEW | 1,326,356 | $180.3M | 0.63% | |
| 44 | COSTCOSTCO WHSL CORP NEW | 361,503 | $179.6M | 0.63% | |
| 45 | DENEURDENBURY INC | 2,049,293 | $179.6M | 0.63% | |
| 46 | HDBHDFC BANK LTD | 2,681,321 | $178.8M | 0.62% | |
| 47 | INTUINTUIT | 394,646 | $175.9M | 0.61% | |
| 48 | LYVLIVE NATION ENTERTAINMENT IN | 2,498,163 | $174.9M | 0.61% | |
| 49 | TDTORONTO DOMINION BK ONT | 2,901,009 | $173.8M | 0.61% | |
| 50 | CSGPCOSTAR GROUP INC | 2,495,388 | $171.8M | 0.60% | |
| 51 | PDPAGERDUTY INC | 4,875,088 | $170.5M | 0.59% | |
| 52 | CERTCERTARA INC | 7,026,786 | $169.4M | 0.59% | |
| 53 | 1GSNNOVANTA INC | 1,059,770 | $168.6M | 0.59% | |
| 54 | HQYHEALTHEQUITY INC | 2,870,169 | $168.5M | 0.59% | |
| 55 | FOXFFOX FACTORY HLDG CORP | 1,375,017 | $166.9M | 0.58% | |
| 56 | EYENATIONAL VISION HLDGS INC | 8,660,721 | $163.2M | 0.57% | |
| 57 | RGENREPLIGEN CORP | 911,368 | $153.4M | 0.53% | |
| 58 | PODDINSULET CORP | 480,475 | $153.3M | 0.53% | |
| 59 | GLOBGLOBANT S A | 919,400 | $150.8M | 0.53% | |
| 60 | PYPLPAYPAL HLDGS INC | 1,985,507 | $150.8M | 0.53% | |
| 61 | MLMMARTIN MARIETTA MATLS INC | 420,818 | $149.4M | 0.52% | |
| 62 | RVLVREVOLVE GROUP INC | 5,616,240 | $147.7M | 0.51% | |
| 63 | PLNTPLANET FITNESS INC | 1,859,864 | $144.5M | 0.50% | |
| 64 | ELLAUDER ESTEE COS INC | 575,126 | $141.7M | 0.49% | |
| 65 | CRLCHARLES RIV LABS INTL INC | 695,975 | $140.5M | 0.49% | |
| 66 | SBUXSTARBUCKS CORP | 1,345,440 | $140.1M | 0.49% | |
| 67 | CGCARLYLE GROUP INC | 4,488,152 | $139.4M | 0.49% | |
| 68 | SEDGSOLAREDGE TECHNOLOGIES INC | 457,099 | $138.9M | 0.48% | |
| 69 | CMGCHIPOTLE MEXICAN GRILL INC | 78,506 | $134.1M | 0.47% | |
| 70 | FRPTFRESHPET INC | 2,024,707 | $134.0M | 0.47% | |
| 71 | FSVFIRSTSERVICE CORP NEW | 950,184 | $134.0M | 0.47% | |
| 72 | PANWPALO ALTO NETWORKS INC | 666,529 | $133.1M | 0.46% | |
| 73 | VEEVVEEVA SYS INC | 719,931 | $132.3M | 0.46% | |
| 74 | ENQENTEGRIS INC | 1,605,853 | $131.7M | 0.46% | |
| 75 | WMSADVANCED DRAIN SYS INC DEL | 1,536,422 | $129.4M | 0.45% | |
| 76 | APOAPOLLO GLOBAL MGMT INC | 2,047,496 | $129.3M | 0.45% | |
| 77 | LECOLINCOLN ELEC HLDGS INC | 764,562 | $129.3M | 0.45% | |
| 78 | ALRMALARM COM HLDGS INC | 2,532,256 | $127.3M | 0.44% | |
| 79 | TREXTREX CO INC | 2,610,983 | $127.1M | 0.44% | |
| 80 | VRNSVARONIS SYS INC | 4,726,462 | $122.9M | 0.43% | |
| 81 | CFCF INDS HLDGS INC | 1,659,399 | $120.3M | 0.42% | |
| 82 | CNRCANADIAN NATL RY CO | 1,001,661 | $118.2M | 0.41% | |
| 83 | ORLYOREILLY AUTOMOTIVE INC | 137,713 | $116.9M | 0.41% | |
| 84 | VIRTVIRTU FINL INC | 6,153,430 | $116.3M | 0.41% | |
| 85 | FIVEFIVE BELOW INC | 563,507 | $116.1M | 0.40% | |
| 86 | CGNXCOGNEX CORP | 2,306,956 | $114.3M | 0.40% | |
| 87 | ADBEADOBE SYSTEMS INCORPORATED | 296,026 | $114.1M | 0.40% | |
| 88 | KOSKOSMOS ENERGY LTD | 15,220,097 | $113.2M | 0.39% | |
| 89 | WSCWILLSCOT MOBIL MINI HLDNG CO | 2,397,193 | $112.4M | 0.39% | |
| 90 | ISRGINTUITIVE SURGICAL INC | 436,752 | $111.6M | 0.39% | |
| 91 | AMBAAMBARELLA INC | 1,413,763 | $109.5M | 0.38% | |
| 92 | WOLF*WOLFSPEED INC | 1,633,371 | $106.1M | 0.37% | |
| 93 | GMEDGLOBUS MED INC | 1,863,312 | $105.5M | 0.37% | |
| 94 | ARESARES MANAGEMENT CORPORATION | 1,264,280 | $105.5M | 0.37% | |
| 95 | BAPCREDICORP LTD | 795,431 | $105.3M | 0.37% | |
| 96 | NFENEW FORTRESS ENERGY INC | 3,371,519 | $99.2M | 0.35% | |
| 97 | MARMARRIOTT INTL INC NEW | 596,540 | $99.0M | 0.35% | |
| 98 | PSTGPURE STORAGE INC | 3,634,090 | $92.7M | 0.32% | |
| 99 | GGENPACT LIMITED | 2,004,108 | $92.6M | 0.32% | |
| 100 | WHWYNDHAM HOTELS & RESORTS INC | 1,355,277 | $92.0M | 0.32% |
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