WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ALPHABET INC | 0 | 3,154,973 | +3,154,973 | 0 | 987,506,420 | +987,506,420 |
| ARGENX SE | 0 | 223,666 | +223,666 | 0 | 188,070,728 | +188,070,728 |
| SNOWFLAKE INC | 0 | 1,346,998 | +1,346,998 | 0 | 295,477,481 | +295,477,481 |
| HEALTHEQUITY INC | 0 | 1,855,208 | +1,855,208 | 0 | 169,955,605 | +169,955,605 |
| DONALDSON INC | 0 | 1,707,872 | +1,707,872 | 0 | 151,419,932 | +151,419,932 |
| LINCOLN ELEC HLDGS INC | 0 | 609,812 | +609,812 | 0 | 146,135,348 | +146,135,348 |
| F5 INC | 0 | 550,264 | +550,264 | 0 | 140,460,389 | +140,460,389 |
| HALOZYME THERAPEUTICS INC | 0 | 1,842,956 | +1,842,956 | 0 | 124,030,939 | +124,030,939 |
| ADVANCED MICRO DEVICES INC | 0 | 1,339,546 | +1,339,546 | 0 | 286,877,171 | +286,877,171 |
| BLUE OWL CAPITAL INC | 0 | 7,615,956 | +7,615,956 | 0 | 113,782,383 | +113,782,383 |
| PENUMBRA INC | 0 | 345,974 | +345,974 | 0 | 107,566,776 | +107,566,776 |
| VERISK ANALYTICS INC | 0 | 399,551 | +399,551 | 0 | 89,375,563 | +89,375,563 |
| MONSTER BEVERAGE CORP NEW | 0 | 3,761,249 | +3,761,249 | 0 | 288,374,961 | +288,374,961 |
| TWIST BIOSCIENCE CORP | 0 | 5,954,429 | +5,954,429 | 0 | 188,874,488 | +188,874,488 |
| C H ROBINSON WORLDWIDE INC | 0 | 437,501 | +437,501 | 0 | 70,332,661 | +70,332,661 |
| KRYSTAL BIOTECH INC | 0 | 376,340 | +376,340 | 0 | 92,782,864 | +92,782,864 |
| GLOBUS MED INC | 0 | 2,519,782 | +2,519,782 | 0 | 220,002,166 | +220,002,166 |
| MAREX GROUP PLC | 0 | 1,738,927 | +1,738,927 | 0 | 66,705,240 | +66,705,240 |
| LATTICE SEMICONDUCTOR CORP | 0 | 2,125,260 | +2,125,260 | 0 | 156,376,631 | +156,376,631 |
| FLOWSERVE CORP | 0 | 1,048,137 | +1,048,137 | 0 | 72,719,745 | +72,719,745 |
| GRAND CANYON ED INC | 0 | 453,140 | +453,140 | 0 | 75,361,713 | +75,361,713 |
| APPLE INC | 0 | 5,444,328 | +5,444,328 | 0 | 1,480,095,042 | +1,480,095,042 |
| OSI SYSTEMS INC | 0 | 191,326 | +191,326 | 0 | 48,799,610 | +48,799,610 |
| REGAL REXNORD CORPORATION | 0 | 759,283 | +759,283 | 0 | 106,542,591 | +106,542,591 |
| BIO-TECHNE CORP | 0 | 2,398,265 | +2,398,265 | 0 | 141,041,965 | +141,041,965 |
| ITAU UNIBANCO HLDG S A | 0 | 36,551,763 | +36,551,763 | 0 | 261,678,817 | +261,678,817 |
| AMAZON COM INC | 0 | 4,387,003 | +4,387,003 | 0 | 1,012,608,032 | +1,012,608,032 |
| Q2 HLDGS INC | 0 | 2,694,718 | +2,694,718 | 0 | 194,450,851 | +194,450,851 |
| LATAM AIRLINES GROUP SA | 0 | 702,358 | +702,358 | 0 | 37,929,600 | +37,929,600 |
| THE BALDWIN INSURANCE GRP IN | 0 | 7,543,813 | +7,543,813 | 0 | 181,277,826 | +181,277,826 |
| FRESHPET INC | 0 | 1,952,767 | +1,952,767 | 0 | 118,982,093 | +118,982,093 |
| GLAUKOS CORP | 0 | 1,106,918 | +1,106,918 | 0 | 124,982,111 | +124,982,111 |
| LAUREATE EDUCATION INC | 0 | 2,654,708 | +2,654,708 | 0 | 89,384,018 | +89,384,018 |
| LANDBRIDGE COMPANY LLC | 0 | 690,291 | +690,291 | 0 | 33,817,356 | +33,817,356 |
| SYLVAMO CORP | 0 | 701,497 | +701,497 | 0 | 33,777,081 | +33,777,081 |
| CHURCHILL DOWNS INC | 0 | 1,145,413 | +1,145,413 | 0 | 130,325,091 | +130,325,091 |
| BLOOM ENERGY CORP | 0 | 348,192 | +348,192 | 0 | 30,254,403 | +30,254,403 |
| LXP INDUSTRIAL TRUST | 0 | 604,164 | +604,164 | 0 | 29,954,451 | +29,954,451 |
| ESSENT GROUP LTD | 0 | 430,449 | +430,449 | 0 | 27,983,489 | +27,983,489 |
| CAVA GROUP INC | 0 | 2,419,247 | +2,419,247 | 0 | 141,985,606 | +141,985,606 |
| AMICUS THERAPEUTICS INC | 0 | 10,627,717 | +10,627,717 | 0 | 151,338,690 | +151,338,690 |
| FB FINL CORP | 0 | 483,200 | +483,200 | 0 | 26,962,560 | +26,962,560 |
| NORTHWEST NAT HLDG CO | 0 | 575,198 | +575,198 | 0 | 26,884,755 | +26,884,755 |
| TERADYNE INC | 0 | 684,578 | +684,578 | 0 | 132,506,918 | +132,506,918 |
| V2X INC | 0 | 470,846 | +470,846 | 0 | 25,684,649 | +25,684,649 |
| REVOLVE GROUP INC | 0 | 2,148,125 | +2,148,125 | 0 | 64,851,894 | +64,851,894 |
| VITAL FARMS INC | 0 | 799,448 | +799,448 | 0 | 25,534,369 | +25,534,369 |
| TAIWAN SEMICONDUCTOR MFG LTD | 0 | 5,985,330 | +5,985,330 | 0 | 1,818,691,603 | +1,818,691,603 |
| ESAB CORPORATION | 0 | 205,018 | +205,018 | 0 | 22,904,611 | +22,904,611 |
| ELI LILLY & CO | 0 | 32,016 | +32,016 | 0 | 34,406,955 | +34,406,955 |
| BOYD GROUP SERVICES INC | 0 | 141,948 | +141,948 | 0 | 22,610,997 | +22,610,997 |
| LIVE OAK BANCSHARES INC | 0 | 648,561 | +648,561 | 0 | 22,278,070 | +22,278,070 |
| CARGURUS INC | 0 | 567,314 | +567,314 | 0 | 21,756,492 | +21,756,492 |
| WYNDHAM HOTELS & RESORTS INC | 0 | 279,374 | +279,374 | 0 | 21,109,499 | +21,109,499 |
| VALVOLINE INC | 0 | 699,727 | +699,727 | 0 | 20,334,067 | +20,334,067 |
| CENTURI HOLDINGS INC | 0 | 801,322 | +801,322 | 0 | 20,233,381 | +20,233,381 |
| LINDE PLC | 0 | 643,470 | +643,470 | 0 | 274,369,173 | +274,369,173 |
| HAWKINS INC | 0 | 134,439 | +134,439 | 0 | 19,098,404 | +19,098,404 |
| DIEBOLD NIXDORF INC | 0 | 1,802,571 | +1,802,571 | 0 | 122,376,545 | +122,376,545 |
| PENGUIN SOLUTIONS INC | 0 | 935,088 | +935,088 | 0 | 18,290,321 | +18,290,321 |
| QUAKER HOUGHTON | 0 | 469,981 | +469,981 | 0 | 64,533,158 | +64,533,158 |
| RELIANCE INC | 0 | 280,335 | +280,335 | 0 | 80,980,371 | +80,980,371 |
| VERTEX PHARMACEUTICALS INC | 0 | 39,735 | +39,735 | 0 | 18,014,260 | +18,014,260 |
| MADRIGAL PHARMACEUTICALS INC | 0 | 354,220 | +354,220 | 0 | 206,276,475 | +206,276,475 |
| CARPENTER TECHNOLOGY CORP | 0 | 417,559 | +417,559 | 0 | 131,464,276 | +131,464,276 |
| ONTO INNOVATION INC | 0 | 1,726,587 | +1,726,587 | 0 | 272,559,024 | +272,559,024 |
| ADMA BIOLOGICS INC | 0 | 890,861 | +890,861 | 0 | 16,249,305 | +16,249,305 |
| PAYMENTUS HOLDINGS INC | 0 | 510,498 | +510,498 | 0 | 16,126,632 | +16,126,632 |
| INTER & CO INC | 0 | 5,595,196 | +5,595,196 | 0 | 47,447,262 | +47,447,262 |
| COHERENT CORP | 0 | 873,060 | +873,060 | 0 | 161,140,684 | +161,140,684 |
| NOVANTA INC | 0 | 908,906 | +908,906 | 0 | 108,150,725 | +108,150,725 |
| ARIS MNG CORP | 0 | 716,467 | +716,467 | 0 | 11,628,259 | +11,628,259 |
| DEXCOM INC | 0 | 171,573 | +171,573 | 0 | 11,387,300 | +11,387,300 |
| INSPIRE MED SYS INC | 0 | 1,161,285 | +1,161,285 | 0 | 107,105,316 | +107,105,316 |
| TOTALENERGIES SE | 0 | 164,875 | +164,875 | 0 | 10,753,323 | +10,753,323 |
| VERICEL CORP | 0 | 2,222,107 | +2,222,107 | 0 | 80,018,073 | +80,018,073 |
| VERACYTE INC | 0 | 790,425 | +790,425 | 0 | 33,276,893 | +33,276,893 |
| NEXTPOWER INC | 0 | 1,362,794 | +1,362,794 | 0 | 118,712,985 | +118,712,985 |
| I3 VERTICALS INC | 0 | 386,385 | +386,385 | 0 | 9,733,038 | +9,733,038 |
| FIRST HORIZON CORPORATION | 0 | 5,336,021 | +5,336,021 | 0 | 127,530,902 | +127,530,902 |
| CHAMPION HOMES INC | 0 | 1,020,700 | +1,020,700 | 0 | 86,249,150 | +86,249,150 |
| BANC OF CALIFORNIA INC | 0 | 2,317,363 | +2,317,363 | 0 | 44,701,932 | +44,701,932 |
| JEFFERSON CAPITAL INC | 0 | 1,484,109 | +1,484,109 | 0 | 33,154,995 | +33,154,995 |
| TEXAS CAP BANCSHARES INC | 0 | 468,000 | +468,000 | 0 | 42,372,720 | +42,372,720 |
| FABRINET | 0 | 200,324 | +200,324 | 0 | 91,203,511 | +91,203,511 |
| ALIGNMENT HEALTHCARE INC | 0 | 2,305,255 | +2,305,255 | 0 | 45,528,786 | +45,528,786 |
| AGILYSYS INC | 0 | 572,600 | +572,600 | 0 | 68,047,784 | +68,047,784 |
| KNIGHT-SWIFT TRANSN HLDGS IN | 0 | 544,239 | +544,239 | 0 | 28,452,815 | +28,452,815 |
| INTEGER HLDGS CORP | 0 | 468,377 | +468,377 | 0 | 36,734,808 | +36,734,808 |
| AURA MINERALS INC | 0 | 496,303 | +496,303 | 0 | 25,021,116 | +25,021,116 |
| AMPRIUS TECHNOLOGIES INC | 0 | 984,906 | +984,906 | 0 | 7,770,908 | +7,770,908 |
| MARVELL TECHNOLOGY INC | 0 | 108,429 | +108,429 | 0 | 9,214,296 | +9,214,296 |
| CECO ENVIRONMENTAL CORP | 0 | 706,273 | +706,273 | 0 | 42,270,439 | +42,270,439 |
| BLACKSTONE INC | 0 | 46,814 | +46,814 | 0 | 7,215,910 | +7,215,910 |
| LUMENTUM HLDGS INC | 0 | 139,703 | +139,703 | 0 | 51,493,129 | +51,493,129 |
| THERMON GROUP HLDGS INC | 0 | 887,451 | +887,451 | 0 | 32,977,679 | +32,977,679 |
| MOTOROLA SOLUTIONS INC | 0 | 20,532 | +20,532 | 0 | 7,870,326 | +7,870,326 |
| BKV CORP | 0 | 1,101,386 | +1,101,386 | 0 | 29,902,630 | +29,902,630 |
| PALO ALTO NETWORKS INC | 0 | 136,848 | +136,848 | 0 | 25,207,402 | +25,207,402 |
| QUANTERIX CORP | 0 | 2,046,449 | +2,046,449 | 0 | 13,015,416 | +13,015,416 |