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WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

报告期 2026-03-31 · CIK 0001644956

持仓数

413

前50大市值合计

$17.35B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

TSM TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS

$1.87B

5,518,260

10.7%

NVDA NVIDIA CORPORATION

COM

$1.56B

8,941,756

9.0%

AAPL APPLE INC

COM

$1.22B

4,812,433

7.0%

MSFT MICROSOFT CORP

COM

$1.07B

2,896,782

6.2%

GOOGL ALPHABET INC

CAP STK CL A

$720.2M

2,504,605

4.2%

AVGO BROADCOM INC

COM

$681.4M

2,201,558

3.9%

AMZN AMAZON COM INC

COM

$658.9M

3,163,629

3.8%

META META PLATFORMS INC

CL A

$579.6M

1,013,122

3.3%

MA MASTERCARD INCORPORATED

CL A

$530.0M

1,060,651

3.1%

— ASTRAZENECA PLC

ORD

$377.3M

1,942,155

2.2%

— LINDE PLC

SHS

$315.5M

636,338

1.8%

CG CARLYLE GROUP INC

COM

$304.9M

6,301,109

1.8%

COST COSTCO WHOLESALE CORPORATION

COM

$301.4M

302,468

1.7%

ITUB ITAU UNIBANCO HLDG S A

SPON ADR REP PFD

$265.6M

31,684,708

1.5%

TWST TWIST BIOSCIENCE CORP

COM

$250.4M

5,269,718

1.4%

NOW SERVICENOW INC

COM

$248.0M

2,371,614

1.4%

PRMB PRIMO BRANDS CORPORATION

CLASS A COM SHS

$245.8M

13,056,192

1.4%

MLI MUELLER INDS INC

COM

$233.8M

2,109,729

1.3%

INTU INTUIT

COM

$230.8M

533,736

1.3%

MNST MONSTER BEVERAGE CORP NEW

COM

$212.7M

2,935,247

1.2%

AMD ADVANCED MICRO DEVICES INC

COM

$212.1M

1,042,594

1.2%

— CREDICORP LTD

COM

$211.2M

622,690

1.2%

A AGILENT TECHNOLOGIES INC

COM

$204.7M

1,795,764

1.2%

ORLY OREILLY AUTOMOTIVE INC

COM

$204.0M

2,210,034

1.2%

BWXT BWX TECHNOLOGIES INC

COM

$200.8M

981,782

1.2%

TRU TRANSUNION

COM

$200.0M

2,891,187

1.2%

ONTO ONTO INNOVATION INC

COM

$197.7M

964,213

1.1%

IDXX IDEXX LABS INC

COM

$197.6M

351,621

1.1%

NXT NEXTPOWER INC

CLASS A COM

$195.6M

1,622,489

1.1%

ARGX ARGENX SE

SPONSORED ADR

$194.4M

266,067

1.1%

CAVA CAVA GROUP INC

COM

$193.7M

2,393,971

1.1%

LSCC LATTICE SEMICONDUCTOR CORP

COM

$189.6M

2,043,720

1.1%

FFIV F5 INC

COM

$188.0M

649,948

1.1%

AKAM AKAMAI TECHNOLOGIES INC

COM

$185.9M

1,619,060

1.1%

CCJ CAMECO CORP

COM

$182.7M

1,682,303

1.1%

UNH UNITEDHEALTH GROUP INC

COM

$182.2M

673,263

1.0%

MDGL MADRIGAL PHARMACEUTICALS INC

COM

$178.3M

340,519

1.0%

NU NU HLDGS LTD

ORD SHS CL A

$176.3M

12,267,600

1.0%

GMED GLOBUS MED INC

CL A

$173.2M

2,009,763

1.0%

CHRW C H ROBINSON WORLDWIDE IN

COM NEW

$173.0M

1,041,658

1.0%

PSTG EVERPURE INC

CL A

$170.1M

2,881,481

1.0%

SNOW SNOWFLAKE INC

COM SHS

$170.1M

1,127,525

1.0%

TLN TALEN ENERGY CORP

COM

$167.7M

525,214

1.0%

LOPE GRAND CANYON ED INC

COM

$166.6M

979,734

1.0%

— EVEREST GROUP LTD

COM

$165.4M

506,166

1.0%

HALO HALOZYME THERAPEUTICS INC

COM

$163.3M

2,525,975

0.9%

MLM MARTIN MARIETTA MATLS INC

COM

$160.4M

272,392

0.9%

COHR COHERENT CORP

COM

$159.2M

668,137

0.9%

CW CURTISS WRIGHT CORP

COM

$158.1M

232,069

0.9%

RRX REGAL REXNORD CORPORATION

COM

$156.8M

837,493

0.9%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

41%前 6 大占比

TSM10.7%NVDA9.0%AAPL7.0%MSFT6.2%GOOGL4.2%AVGO3.9%