WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
CHICAGO IL · SEC CIK 0001644956
$332.55亿2026Q2 申报市值
403持仓数
28.9%前十大占比 · 第一大 7.1%
43 / 57新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AMAT 加仓+$3.35亿
GE 新建仓+$2.96亿
GOOGL 加仓+$2.45亿
CRWD 新建仓+$2.15亿
STX 新建仓+$1.84亿
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$4.49亿
TWST 减仓-$3.18亿
MSFT 减仓-$3.16亿
AMZN 减仓-$2.80亿
TSM 减仓-$2.78亿
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $23.57亿 | 7.09% | 4,936,408 | -581,852 | -10.5% | -$2.78亿 | 减仓 |
| NVDA | NVIDIA CORPORATION | $17.21亿 | 5.17% | 8,599,021 | -342,735 | -3.8% | -$6,857.78万 | 减仓 |
| GOOGL | ALPHABET INC | $11.40亿 | 3.43% | 3,191,012 | 686,407 | 27.4% | $2.45亿 | 加仓 |
| AAPL | APPLE INC | $9.43亿 | 2.84% | 3,259,914 | -1,552,519 | -32.3% | -$4.49亿 | 减仓 |
| AVGO | BROADCOM INC | $7.77亿 | 2.34% | 2,056,135 | -145,423 | -6.6% | -$5,493.35万 | 减仓 |
| MSFT | MICROSOFT CORP | $7.64亿 | 2.30% | 2,048,642 | -848,140 | -29.3% | -$3.16亿 | 减仓 |
| META | META PLATFORMS INC | $5.35亿 | 1.61% | 950,115 | -63,007 | -6.2% | -$3,549.12万 | 减仓 |
| AMZN | AMAZON COM INC | $4.74亿 | 1.42% | 1,987,085 | -1,176,544 | -37.2% | -$2.80亿 | 减仓 |
| MA | MASTERCARD INCORPORATED | $4.71亿 | 1.42% | 918,005 | -142,646 | -13.4% | -$7,326.30万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $4.44亿 | 1.33% | 763,517 | -279,077 | -26.8% | -$1.62亿 | 减仓 |
| AMAT | APPLIED MATLS INC | $3.60亿 | 1.08% | 497,946 | 463,006 | 1,325.1% | $3.35亿 | 加仓 |
| GE | GE AEROSPACE | $2.96亿 | 0.89% | 790,801 | 790,801 | — | $2.96亿 | 新建仓 |
| AZN | ASTRAZENECA PLC | $2.83亿 | 0.85% | 1,514,795 | -427,360 | -22.0% | -$7,991.16万 | 减仓 |
| PRMB | PRIMO BRANDS CORPORATION | $2.79亿 | 0.84% | 11,426,823 | -1,629,369 | -12.5% | -$3,982.18万 | 减仓 |
| P | EVERPURE INC | $2.72亿 | 0.82% | 3,455,381 | 573,900 | 19.9% | $4,521.76万 | 加仓 |
| APH | AMPHENOL CORP | $2.71亿 | 0.81% | 1,535,059 | 457,625 | 42.5% | $8,068.84万 | 加仓 |
| LIN | LINDE PLC | $2.62亿 | 0.79% | 504,953 | -131,385 | -20.6% | -$6,818.09万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $2.52亿 | 0.76% | 665,377 | -298,836 | -31.0% | -$1.13亿 | 减仓 |
| BWA | BORGWARNER INC | $2.51亿 | 0.76% | 3,784,707 | 900,645 | 31.2% | $5,980.28万 | 加仓 |
| CG | CARLYLE GROUP INC | $2.49亿 | 0.75% | 5,914,905 | -386,204 | -6.1% | -$1,626.31万 | 减仓 |
| ARGX | ARGENX SE | $2.45亿 | 0.74% | 264,617 | -1,450 | -0.5% | -$134.52万 | 减仓 |
| MLI | MUELLER INDS INC | $2.44亿 | 0.73% | 1,986,139 | -123,590 | -5.9% | -$1,519.29万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $2.44亿 | 0.73% | 2,538,136 | -397,111 | -13.5% | -$3,817.03万 | 减仓 |
| FFIV | F5 INC | $2.44亿 | 0.73% | 586,271 | -63,677 | -9.8% | -$2,648.71万 | 减仓 |
| BAP | CREDICORP LTD | $2.44亿 | 0.73% | 625,144 | 2,454 | 0.4% | $95.60万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $2.40亿 | 0.72% | 317,306 | 85,237 | 36.7% | $6,458.92万 | 加仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $2.31亿 | 0.69% | 28,283,482 | -3,401,226 | -10.7% | -$2,778.63万 | 减仓 |
| SNOW | SNOWFLAKE INC | $2.29亿 | 0.69% | 901,087 | -226,438 | -20.1% | -$5,762.85万 | 减仓 |
| TWST | TWIST BIOSCIENCE CORP | $2.24亿 | 0.67% | 2,174,594 | -3,095,124 | -58.7% | -$3.18亿 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $2.23亿 | 0.67% | 6,593,221 | 5,167,554 | 362.5% | $1.75亿 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $2.18亿 | 0.65% | 523,387 | -149,876 | -22.3% | -$6,229.29万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $2.15亿 | 0.65% | 281,409 | 281,409 | — | $2.15亿 | 新建仓 |
| RRX | REGAL REXNORD CORPORATION | $2.12亿 | 0.64% | 891,139 | 53,646 | 6.4% | $1,277.79万 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC | $2.12亿 | 0.64% | 570,153 | 162,975 | 40.0% | $6,057.29万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $2.05亿 | 0.62% | 332,607 | -18,289 | -5.2% | -$1,128.14万 | 减仓 |
| POWI | POWER INTEGRATIONS INC | $2.00亿 | 0.60% | 2,382,007 | 1,330 | 0.1% | $11.14万 | 加仓 |
| NVT | NVENT ELEC PLC | $1.98亿 | 0.60% | 1,167,763 | -66,111 | -5.4% | -$1,121.31万 | 减仓 |
| GH | GUARDANT HEALTH INC | $1.97亿 | 0.59% | 1,311,320 | 360,206 | 37.9% | $5,404.17万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $1.97亿 | 0.59% | 2,511,050 | -14,925 | -0.6% | -$116.82万 | 减仓 |
| TLN | TALEN ENERGY CORP | $1.91亿 | 0.58% | 497,660 | -27,554 | -5.2% | -$1,058.79万 | 减仓 |
| TRU | TRANSUNION | $1.91亿 | 0.57% | 2,648,744 | -242,443 | -8.4% | -$1,748.98万 | 减仓 |
| CCJ | CAMECO CORP | $1.89亿 | 0.57% | 1,858,735 | 176,432 | 10.5% | $1,797.14万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $1.88亿 | 0.56% | 223,697 | -99,724 | -30.8% | -$8,370.43万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1.86亿 | 0.56% | 199,355 | -103,113 | -34.1% | -$9,645.91万 | 减仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $1.85亿 | 0.56% | 7,761,403 | 2,546,789 | 48.8% | $6,063.90万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $1.84亿 | 0.55% | 978,297 | -63,361 | -6.1% | -$1,193.34万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1.84亿 | 0.55% | 190,847 | 190,847 | — | $1.84亿 | 新建仓 |
| DIOD | DIODES INC | $1.84亿 | 0.55% | 1,682,686 | 1,241,124 | 281.1% | $1.36亿 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $1.83亿 | 0.55% | 941,233 | -40,549 | -4.1% | -$789.29万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $1.82亿 | 0.55% | 1,535,467 | -83,593 | -5.2% | -$988.15万 | 减仓 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $1.79亿 | 0.54% | 6,732,965 | -61,527 | -0.9% | -$163.54万 | 减仓 |
| BSY | BENTLEY SYS INC | $1.78亿 | 0.53% | 5,942,507 | 2,619,784 | 78.8% | $7,830.53万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $1.77亿 | 0.53% | 1,160,417 | -883,303 | -43.2% | -$1.35亿 | 减仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $1.74亿 | 0.52% | 324,123 | -16,396 | -4.8% | -$880.38万 | 减仓 |
| EG | EVEREST GROUP LTD | $1.71亿 | 0.52% | 479,877 | -26,289 | -5.2% | -$939.12万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $1.71亿 | 0.51% | 1,287,265 | -508,499 | -28.3% | -$6,754.39万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1.71亿 | 0.51% | 1,855,002 | -355,032 | -16.1% | -$3,269.49万 | 减仓 |
| DT | DYNATRACE INC | $1.69亿 | 0.51% | 3,857,741 | 628,690 | 19.5% | $2,760.58万 | 加仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $1.64亿 | 0.49% | 1,404,741 | 1,069,072 | 318.5% | $1.25亿 | 加仓 |
| HQY | HEALTHEQUITY INC | $1.60亿 | 0.48% | 1,773,227 | 113,611 | 6.8% | $1,026.13万 | 加仓 |
| IDXX | IDEXX LABS INC | $1.57亿 | 0.47% | 298,154 | -53,467 | -15.2% | -$2,814.72万 | 减仓 |
| NOW | SERVICENOW INC | $1.54亿 | 0.46% | 1,551,192 | -820,422 | -34.6% | -$8,145.15万 | 减仓 |
| SYNA | SYNAPTICS INC | $1.54亿 | 0.46% | 1,239,622 | -346,622 | -21.9% | -$4,306.09万 | 减仓 |
| TXN | TEXAS INSTRS INC | $1.51亿 | 0.45% | 506,229 | 82,034 | 19.3% | $2,445.19万 | 加仓 |
| SN | SHARKNINJA INC | $1.50亿 | 0.45% | 986,806 | -86,578 | -8.1% | -$1,318.32万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $1.50亿 | 0.45% | 417,309 | 377,584 | 950.5% | $1.36亿 | 加仓 |
| LOPE | GRAND CANYON ED INC | $1.49亿 | 0.45% | 1,038,828 | 59,094 | 6.0% | $845.69万 | 加仓 |
| LFUS | LITTELFUSE INC | $1.46亿 | 0.44% | 321,681 | 17,106 | 5.6% | $778.89万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $1.44亿 | 0.43% | 3,635,082 | 3,635,082 | — | $1.44亿 | 新建仓 |
| RS | RELIANCE INC | $1.43亿 | 0.43% | 382,494 | -20,993 | -5.2% | -$784.30万 | 减仓 |
| TTE | TOTALENERGIES SE | $1.41亿 | 0.43% | 1,819,275 | 965,524 | 113.1% | $7,502.50万 | 加仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $1.41亿 | 0.42% | 2,516,270 | 2,516,270 | — | $1.41亿 | 新建仓 |
| PTCT | PTC THERAPEUTICS INC | $1.41亿 | 0.42% | 1,722,688 | 1,722,688 | — | $1.41亿 | 新建仓 |
| TKR | TIMKEN CO | $1.39亿 | 0.42% | 954,839 | 949,663 | 18,347.4% | $1.38亿 | 加仓 |
| CYTK | CYTOKINETICS INC | $1.37亿 | 0.41% | 1,603,442 | 515,851 | 47.4% | $4,394.53万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $1.35亿 | 0.40% | 506,862 | -27,989 | -5.2% | -$743.14万 | 减仓 |
| EXP | EAGLE MATLS INC | $1.30亿 | 0.39% | 576,712 | -53,680 | -8.5% | -$1,207.80万 | 减仓 |
| CLH | CLEAN HARBORS INC | $1.25亿 | 0.38% | 419,210 | -23,888 | -5.4% | -$713.65万 | 减仓 |
| NOVT | NOVANTA INC | $1.24亿 | 0.37% | 765,867 | -17,217 | -2.2% | -$279.33万 | 减仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $1.23亿 | 0.37% | 2,865,895 | 290,493 | 11.3% | $1,249.99万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $1.23亿 | 0.37% | 4,808,223 | -249,869 | -4.9% | -$640.66万 | 减仓 |
| ETSY | ETSY INC | $1.20亿 | 0.36% | 1,598,520 | 1,598,520 | — | $1.20亿 | 新建仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $1.19亿 | 0.36% | 1,309,545 | -96,063 | -6.8% | -$871.87万 | 减仓 |
| DBD | DIEBOLD NIXDORF INC | $1.17亿 | 0.35% | 1,379,553 | -46,911 | -3.3% | -$398.84万 | 减仓 |
| GTX | GARRETT MOTION INC | $1.17亿 | 0.35% | 3,232,883 | -2,529,814 | -43.9% | -$9,165.52万 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $1.16亿 | 0.35% | 1,151,085 | 347,934 | 43.3% | $3,516.92万 | 加仓 |
| APPF | APPFOLIO INC | $1.16亿 | 0.35% | 721,826 | 78,595 | 12.2% | $1,260.27万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $1.12亿 | 0.34% | 300,872 | 216,241 | 255.5% | $8,013.68万 | 加仓 |
| NBHC | NATIONAL BK HLDGS CORP | $1.11亿 | 0.33% | 2,497,817 | 22,956 | 0.9% | $101.99万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1.10亿 | 0.33% | 3,235,762 | -674,911 | -17.3% | -$2,294.70万 | 减仓 |
| SAIA | SAIA INC | $1.09亿 | 0.33% | 259,020 | 88,875 | 52.2% | $3,743.06万 | 加仓 |
| RGEN | REPLIGEN CORP | $1.08亿 | 0.32% | 788,571 | 788,571 | — | $1.08亿 | 新建仓 |
| FRPT | FRESHPET INC | $1.07亿 | 0.32% | 1,810,994 | -2,191 | -0.1% | -$12.95万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $1.05亿 | 0.32% | 436,893 | 366,010 | 516.4% | $8,819.74万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $1.05亿 | 0.32% | 181,902 | -90,490 | -33.2% | -$5,218.56万 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $1.04亿 | 0.31% | 1,330,047 | 386,761 | 41.0% | $3,011.71万 | 加仓 |
| WFRD | WEATHERFORD INTL PLC | $1.03亿 | 0.31% | 1,260,878 | 680,947 | 117.4% | $5,549.72万 | 加仓 |
| GMED | GLOBUS MED INC | $1.02亿 | 0.31% | 1,284,896 | -724,867 | -36.1% | -$5,727.17万 | 减仓 |
| NU | NU HLDGS LTD | $1.01亿 | 0.31% | 7,596,051 | -4,671,549 | -38.1% | -$6,241.19万 | 减仓 |
| HBM | HUDBAY MINERALS INC | $9,953.60万 | 0.30% | 4,215,842 | 4,215,842 | — | $9,953.60万 | 新建仓 |