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.

RankCountryLinesValueShare
1US34724.8B $90.64 %
2TW11.9B $6.82 %
3BR1265.6M $0.97 %
4NL3196.9M $0.72 %
5ZA146.5M $0.17 %
6CL143.6M $0.16 %
7IL142.9M $0.16 %
8MX142M $0.15 %
9IN127M $0.10 %
10IE124.3M $0.09 %
11GB22M $0.01 %
12JP11.5M $0.01 %

Positions

RankCompanySharesValueWeight
1Taiwan Semiconductor Manufacturing Co Ltd 5,518,2601.9B $
2NVIDIA Corp 8,941,7561.6B $
3Apple Inc 4,812,4331.2B $
4Microsoft Corp 2,896,7821.1B $
5Alphabet Inc 2,504,605720.2M $
6Broadcom Inc 2,201,558681.4M $
7Amazon.com Inc 3,163,629658.9M $
8Meta Platforms Inc 1,013,122579.6M $
9Mastercard Inc 1,060,651530M $
10Carlyle Group Inc/The 6,301,109304.9M $
11Costco Wholesale Corp 302,468301.4M $
12Itau Unibanco Holding SA 31,684,708265.6M $
13Twist Bioscience Corp 5,269,718250.4M $
14ServiceNow Inc 2,371,614248M $
15Primo Brands Corp 13,056,192245.8M $
16Mueller Industries Inc 2,109,729233.8M $
17Intuit Inc 533,736230.8M $
18Monster Beverage Corp 2,935,247212.7M $
19Advanced Micro Devices Inc 1,042,594212.1M $
20Agilent Technologies Inc 1,795,764204.7M $
21O'Reilly Automotive Inc 2,210,034204M $
22BWX Technologies Inc 981,782200.8M $
23TransUnion 2,891,187200M $
24Onto Innovation Inc 964,213197.7M $
25IDEXX Laboratories Inc 351,621197.6M $
26Nextpower Inc 1,622,489195.6M $
27Argenx SE 266,067194.4M $
28Cava Group Inc 2,393,971193.7M $
29Lattice Semiconductor Corp 2,043,720189.6M $
30F5 Inc 649,948188M $
31Akamai Technologies Inc 1,619,060185.9M $
32UnitedHealth Group Inc 673,263182.2M $
33Madrigal Pharmaceuticals Inc 340,519178.3M $
34Globus Medical Inc 2,009,763173.2M $
35CH Robinson Worldwide Inc 1,041,658173M $
36Everpure Inc 2,881,481170.1M $
37Snowflake Inc 1,127,525170.1M $
38TALEN ENERGY CORP 525,214167.7M $
39Grand Canyon Education Inc 979,734166.6M $
40Halozyme Therapeutics Inc 2,525,975163.3M $
41Martin Marietta Materials Inc 272,392160.4M $
42Coherent Corp 668,137159.2M $
43Curtiss-Wright Corp 232,069158.1M $
44Regal Rexnord Corp 837,493156.8M $
45BorgWarner Inc 2,884,062156.5M $
46Ciena Corp 398,579154.7M $
47Baldwin Insurance Group Inc/The 6,794,492149.1M $
48Insmed Inc 902,666147.6M $
49Copart Inc 4,394,187145.9M $
50HealthEquity Inc 1,659,616138.7M $
51Carpenter Technology Corp 350,896138.3M $
52Donaldson Co Inc 1,615,349137.1M $
53Amphenol Corp 1,077,434136.1M $
54Lincoln Electric Holdings Inc 534,851133.2M $
55Sterling Infrastructure Inc 323,421131.7M $
56MercadoLibre Inc 74,849129.4M $
57Bio-Techne Corp 2,462,487128.7M $
58Clean Harbors Inc 443,098127M $
59Chipotle Mexican Grill Inc 3,910,673125.2M $
60Reliance Inc 403,487122.6M $
61Power Integrations Inc 2,380,677121.9M $
62Eagle Materials Inc 630,392119.4M $
63Dynatrace Inc 3,229,051119.4M $
64Bentley Systems Inc 3,322,723116.7M $
65Glaukos Corp 1,073,819115.6M $
66First Horizon Corp 5,058,092115.1M $
67Veeva Systems Inc 643,325113M $
68Doximity Inc 4,834,220112.6M $
69Synaptics Inc 1,586,244111.1M $
70National Vision Holdings Inc 4,225,766109.4M $
71Planet Fitness Inc 1,452,642108M $
72Diebold Nixdorf Inc 1,426,464107.6M $
73Freshpet Inc 1,813,185106.9M $
74Krystal Biotech Inc 407,178105.2M $
75Garrett Motion Inc 5,762,697104.7M $
76Verisk Analytics Inc 547,504103.9M $
77Littelfuse Inc 304,575103.4M $
78Appfolio Inc 643,231101.5M $
79Casella Waste Systems Inc 1,257,09299.7M $
80Churchill Downs Inc 1,093,38998.2M $
81National Bank Holdings Corp 2,474,86196.9M $
82Alignment Healthcare Inc 5,214,61491.9M $
83Pool Corp 452,27391.5M $
84StepStone Group Inc 1,914,47791.4M $
85Advanced Drainage Systems Inc 655,68489.9M $
86Kennametal Inc 2,482,53589.7M $
87Guardant Health Inc 951,11487.9M $
88Old National Bancorp/IN 3,894,79886.1M $
89Casey's General Stores Inc 118,09886M $
90Cullen/Frost Bankers Inc 611,83183.9M $
91Manhattan Associates Inc 629,31783.8M $
92Bright Horizons Family Solutions Inc 1,003,45282.4M $
93Texas Instruments Inc 424,19582.4M $
94Parsons Corp 1,487,52980.6M $
95Encompass Health Corp 803,15177.7M $
96Evercore Inc 256,47676.6M $
97Laureate Education Inc 2,151,25174.9M $
98Perella Weinberg Partners 4,076,31374M $
99Tyler Technologies Inc 215,74873.9M $
100Maplebear Inc 1,926,12472.2M $