Titelia

Holdings of WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

363 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 33.6 % of the equity sleeve

Sector breakdown

  • Technology 30.1 %
  • Consumer discretionary 5.2 %
  • Communication 4.8 %
  • Industrials 3.7 %
  • Health care 3.7 %
  • Financials 3.4 %
  • Consumer staples 1.9 %
  • Materials 1.7 %
  • Unattributed 45.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 90.6 %
  • TW 6.8 %
  • BR 1.0 %
  • NL 0.7 %
  • ZA 0.2 %
  • CL 0.2 %
  • IL 0.2 %
  • MX 0.2 %
  • IN 0.1 %
  • IE 0.1 %
  • GB 0.0 %
  • JP 0.0 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US34724.8B $90.64 %
TW11.9B $6.82 %
BR1265.6M $0.97 %
NL3196.9M $0.72 %
ZA146.5M $0.17 %
CL143.6M $0.16 %
IL142.9M $0.16 %
MX142M $0.15 %
IN127M $0.10 %
IE124.3M $0.09 %
GB22M $0.01 %
JP11.5M $0.01 %

Positions

CompanySharesValueWeight
Taiwan Semiconductor Manufacturing Co Ltd 5,518,2601.9B $
NVIDIA Corp 8,941,7561.6B $
Apple Inc 4,812,4331.2B $
Microsoft Corp 2,896,7821.1B $
Alphabet Inc 2,504,605720.2M $
Broadcom Inc 2,201,558681.4M $
Amazon.com Inc 3,163,629658.9M $
Meta Platforms Inc 1,013,122579.6M $
Mastercard Inc 1,060,651530M $
Carlyle Group Inc/The 6,301,109304.9M $
Costco Wholesale Corp 302,468301.4M $
Itau Unibanco Holding SA 31,684,708265.6M $
Twist Bioscience Corp 5,269,718250.4M $
ServiceNow Inc 2,371,614248M $
Primo Brands Corp 13,056,192245.8M $
Mueller Industries Inc 2,109,729233.8M $
Intuit Inc 533,736230.8M $
Monster Beverage Corp 2,935,247212.7M $
Advanced Micro Devices Inc 1,042,594212.1M $
Agilent Technologies Inc 1,795,764204.7M $
O'Reilly Automotive Inc 2,210,034204M $
BWX Technologies Inc 981,782200.8M $
TransUnion 2,891,187200M $
Onto Innovation Inc 964,213197.7M $
IDEXX Laboratories Inc 351,621197.6M $
Nextpower Inc 1,622,489195.6M $
Argenx SE 266,067194.4M $
Cava Group Inc 2,393,971193.7M $
Lattice Semiconductor Corp 2,043,720189.6M $
F5 Inc 649,948188M $
Akamai Technologies Inc 1,619,060185.9M $
UnitedHealth Group Inc 673,263182.2M $
Madrigal Pharmaceuticals Inc 340,519178.3M $
Globus Medical Inc 2,009,763173.2M $
CH Robinson Worldwide Inc 1,041,658173M $
Everpure Inc 2,881,481170.1M $
Snowflake Inc 1,127,525170.1M $
TALEN ENERGY CORP 525,214167.7M $
Grand Canyon Education Inc 979,734166.6M $
Halozyme Therapeutics Inc 2,525,975163.3M $
Martin Marietta Materials Inc 272,392160.4M $
Coherent Corp 668,137159.2M $
Curtiss-Wright Corp 232,069158.1M $
Regal Rexnord Corp 837,493156.8M $
BorgWarner Inc 2,884,062156.5M $
Ciena Corp 398,579154.7M $
Baldwin Insurance Group Inc/The 6,794,492149.1M $
Insmed Inc 902,666147.6M $
Copart Inc 4,394,187145.9M $
HealthEquity Inc 1,659,616138.7M $
Carpenter Technology Corp 350,896138.3M $
Donaldson Co Inc 1,615,349137.1M $
Amphenol Corp 1,077,434136.1M $
Lincoln Electric Holdings Inc 534,851133.2M $
Sterling Infrastructure Inc 323,421131.7M $
MercadoLibre Inc 74,849129.4M $
Bio-Techne Corp 2,462,487128.7M $
Clean Harbors Inc 443,098127M $
Chipotle Mexican Grill Inc 3,910,673125.2M $
Reliance Inc 403,487122.6M $
Power Integrations Inc 2,380,677121.9M $
Eagle Materials Inc 630,392119.4M $
Dynatrace Inc 3,229,051119.4M $
Bentley Systems Inc 3,322,723116.7M $
Glaukos Corp 1,073,819115.6M $
First Horizon Corp 5,058,092115.1M $
Veeva Systems Inc 643,325113M $
Doximity Inc 4,834,220112.6M $
Synaptics Inc 1,586,244111.1M $
National Vision Holdings Inc 4,225,766109.4M $
Planet Fitness Inc 1,452,642108M $
Diebold Nixdorf Inc 1,426,464107.6M $
Freshpet Inc 1,813,185106.9M $
Krystal Biotech Inc 407,178105.2M $
Garrett Motion Inc 5,762,697104.7M $
Verisk Analytics Inc 547,504103.9M $
Littelfuse Inc 304,575103.4M $
Appfolio Inc 643,231101.5M $
Casella Waste Systems Inc 1,257,09299.7M $
Churchill Downs Inc 1,093,38998.2M $
National Bank Holdings Corp 2,474,86196.9M $
Alignment Healthcare Inc 5,214,61491.9M $
Pool Corp 452,27391.5M $
StepStone Group Inc 1,914,47791.4M $
Advanced Drainage Systems Inc 655,68489.9M $
Kennametal Inc 2,482,53589.7M $
Guardant Health Inc 951,11487.9M $
Old National Bancorp/IN 3,894,79886.1M $
Casey's General Stores Inc 118,09886M $
Cullen/Frost Bankers Inc 611,83183.9M $
Manhattan Associates Inc 629,31783.8M $
Bright Horizons Family Solutions Inc 1,003,45282.4M $
Texas Instruments Inc 424,19582.4M $
Parsons Corp 1,487,52980.6M $
Encompass Health Corp 803,15177.7M $
Evercore Inc 256,47676.6M $
Laureate Education Inc 2,151,25174.9M $
Perella Weinberg Partners 4,076,31374M $
Tyler Technologies Inc 215,74873.9M $
Maplebear Inc 1,926,12472.2M $