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 |
|---|---|---|---|---|---|---|---|---|
| GHM | GRAHAM CORP | $4,515.86万 | 0.14% | 364,800 | 50,499 | 16.1% | $625.13万 | 加仓 |
| AGYS | AGILYSYS INC | $4,531.16万 | 0.14% | 433,604 | -197,983 | -31.3% | -$2,068.92万 | 减仓 |
| MRCY | MERCURY SYS INC | $4,645.26万 | 0.14% | 379,732 | 52,444 | 16.0% | $641.55万 | 加仓 |
| LTM | LATAM AIRLINES GROUP SA | $4,711.62万 | 0.14% | 808,628 | -72,829 | -8.3% | -$424.35万 | 减仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $4,714.02万 | 0.14% | 471,072 | 44,978 | 10.6% | $450.09万 | 加仓 |
| RSI | RUSH STREET INTERACTIVE INC | $4,864.67万 | 0.15% | 1,635,734 | -695,313 | -29.8% | -$2,067.86万 | 减仓 |
| KRMN | KARMAN HLDGS INC | $4,879.49万 | 0.15% | 977,462 | 977,462 | — | $4,879.49万 | 新建仓 |
| ESAB | ESAB CORPORATION | $4,967.32万 | 0.15% | 503,632 | 201,749 | 66.8% | $1,989.85万 | 加仓 |
| AMX | AMERICA MOVIL SAB DE CV | $5,224.69万 | 0.16% | 2,010,385 | 2,010,385 | — | $5,224.69万 | 新建仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $5,246.51万 | 0.16% | 810,283 | 390,037 | 92.8% | $2,525.45万 | 加仓 |
| BCPC | BALCHEM CORP | $5,306.09万 | 0.16% | 314,063 | -1,197 | -0.4% | -$20.22万 | 减仓 |
| PSMT | PRICESMART INC | $5,315.73万 | 0.16% | 272,127 | 219,136 | 413.5% | $4,280.60万 | 加仓 |
| RVLV | REVOLVE GROUP INC | $5,341.88万 | 0.16% | 2,333,717 | 567,294 | 32.1% | $1,298.54万 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $5,353.23万 | 0.16% | 1,265,239 | -114,999 | -8.3% | -$486.56万 | 减仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $5,394.02万 | 0.16% | 861,252 | 861,252 | — | $5,394.02万 | 新建仓 |
| RACE | FERRARI N V | $5,513.13万 | 0.17% | 148,087 | -32,842 | -18.2% | -$1,222.67万 | 减仓 |
| TPG | TPG INC | $5,630.60万 | 0.17% | 1,388,558 | 276,371 | 24.8% | $1,120.68万 | 加仓 |
| MOD | MODINE MFG CO | $5,712.33万 | 0.17% | 213,929 | -29,414 | -12.1% | -$785.41万 | 减仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $5,809.31万 | 0.17% | 819,598 | -183,854 | -18.3% | -$1,303.16万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $5,936.90万 | 0.18% | 340,692 | -27,306 | -7.4% | -$475.83万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $5,971.16万 | 0.18% | 349,477 | 349,477 | — | $5,971.16万 | 新建仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $6,127.27万 | 0.18% | 714,051 | 25,124 | 3.6% | $215.59万 | 加仓 |
| MRX | MAREX GROUP PLC | $6,151.07万 | 0.18% | 1,009,199 | -556,982 | -35.6% | -$3,394.81万 | 减仓 |
| CIEN | CIENA CORP | $6,563.74万 | 0.20% | 133,801 | -264,778 | -66.4% | -$1.30亿 | 减仓 |
| CGNX | COGNEX CORP | $6,597.01万 | 0.20% | 910,938 | -105,525 | -10.4% | -$764.21万 | 减仓 |
| KWR | QUAKER HOUGHTON | $6,681.03万 | 0.20% | 420,535 | 32,129 | 8.3% | $510.43万 | 加仓 |
| TEX | TEREX CORP NEW | $6,693.27万 | 0.20% | 924,613 | 70,995 | 8.3% | $513.93万 | 加仓 |
| LAUR | LAUREATE ED INC | $6,697.18万 | 0.20% | 1,843,938 | -307,313 | -14.3% | -$1,116.16万 | 减仓 |
| INSM | INSMED INC | $6,715.26万 | 0.20% | 629,831 | -272,835 | -30.2% | -$2,908.97万 | 减仓 |
| JBTM | JBT MAREL CORPORATION | $6,747.95万 | 0.20% | 465,376 | 297,261 | 176.8% | $4,310.28万 | 加仓 |
| KMT | KENNAMETAL INC | $6,961.41万 | 0.21% | 1,986,136 | -496,399 | -20.0% | -$1,739.88万 | 减仓 |
| APG | API GROUP CORP | $6,987.67万 | 0.21% | 1,649,980 | -90,469 | -5.2% | -$383.14万 | 减仓 |
| PWP | PERELLA WEINBERG PARTNERS | $7,007.30万 | 0.21% | 4,390,541 | 314,228 | 7.7% | $501.51万 | 加仓 |
| LRN | STRIDE INC | $7,103.57万 | 0.21% | 823,698 | 823,698 | — | $7,103.57万 | 新建仓 |
| HLIO | HELIOS TECHNOLOGIES INC | $7,445.42万 | 0.22% | 834,221 | -96,787 | -10.4% | -$863.82万 | 减仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $7,470.26万 | 0.22% | 504,202 | 504,202 | — | $7,470.26万 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $7,498.91万 | 0.23% | 609,420 | 267,919 | 78.5% | $3,296.74万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $7,709.52万 | 0.23% | 429,428 | -118,076 | -21.6% | -$2,119.82万 | 减仓 |
| MMSI | MERIT MED SYS INC | $7,889.44万 | 0.24% | 1,137,790 | 360,296 | 46.3% | $2,498.29万 | 加仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $7,909.55万 | 0.24% | 1,470,723 | -332,574 | -18.4% | -$1,788.58万 | 减仓 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $7,946.11万 | 0.24% | 1,245,598 | 689,315 | 123.9% | $4,397.39万 | 加仓 |
| STEP | STEPSTONE GROUP INC | $7,982.54万 | 0.24% | 1,930,015 | 15,538 | 0.8% | $64.27万 | 加仓 |
| NXT | NEXTPOWER INC | $8,003.43万 | 0.24% | 671,767 | -950,722 | -58.6% | -$1.13亿 | 减仓 |
| EVR | EVERCORE INC | $8,177.15万 | 0.25% | 239,490 | -16,986 | -6.6% | -$579.97万 | 减仓 |
| OSIS | OSI SYSTEMS INC | $8,296.41万 | 0.25% | 379,351 | 207,684 | 121.0% | $4,542.05万 | 加仓 |
| VCYT | VERACYTE INC | $8,407.76万 | 0.25% | 1,431,596 | 441,909 | 44.7% | $2,595.33万 | 加仓 |
| FLS | FLOWSERVE CORP | $8,486.88万 | 0.26% | 1,144,401 | 220,228 | 23.8% | $1,633.21万 | 加仓 |
| CART | MAPLEBEAR INC | $8,646.23万 | 0.26% | 1,826,026 | -100,098 | -5.2% | -$473.96万 | 减仓 |
| VCEL | VERICEL CORP | $8,866.21万 | 0.27% | 1,992,855 | 160,146 | 8.7% | $712.49万 | 加仓 |
| CPRT | COPART INC | $8,907.98万 | 0.27% | 3,159,978 | -1,234,209 | -28.1% | -$3,479.24万 | 减仓 |
| CFR | CULLEN FROST BANKERS INC | $8,942.46万 | 0.27% | 578,725 | -33,106 | -5.4% | -$511.55万 | 减仓 |
| CAVA | CAVA GROUP INC | $8,986.11万 | 0.27% | 1,145,019 | -1,248,952 | -52.2% | -$9,801.78万 | 减仓 |
| EYE | NATIONAL VISION HLDGS INC | $9,024.85万 | 0.27% | 4,747,422 | 521,656 | 12.3% | $991.67万 | 加仓 |
| CHDN | CHURCHILL DOWNS INC | $9,234.00万 | 0.28% | 1,030,121 | -63,268 | -5.8% | -$567.13万 | 减仓 |
| GKOS | GLAUKOS CORP | $9,247.57万 | 0.28% | 661,675 | -412,144 | -38.4% | -$5,760.12万 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $9,404.89万 | 0.28% | 675,396 | 46,079 | 7.3% | $641.65万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $9,560.37万 | 0.29% | 120,288 | 2,190 | 1.9% | $174.06万 | 加仓 |
| WGS | GENEDX HOLDINGS CORP | $9,615.48万 | 0.29% | 1,400,653 | 625,384 | 80.7% | $4,293.26万 | 加仓 |
| LB | LANDBRIDGE COMPANY LLC | $9,788.24万 | 0.29% | 1,235,265 | 347,799 | 39.2% | $2,755.96万 | 加仓 |
| ONB | OLD NATL BANCORP IND | $9,928.28万 | 0.30% | 3,833,314 | -61,484 | -1.6% | -$159.24万 | 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 |
| NU | NU HLDGS LTD | $1.01亿 | 0.31% | 7,596,051 | -4,671,549 | -38.1% | -$6,241.19万 | 减仓 |
| GMED | GLOBUS MED INC | $1.02亿 | 0.31% | 1,284,896 | -724,867 | -36.1% | -$5,727.17万 | 减仓 |
| WFRD | WEATHERFORD INTL PLC | $1.03亿 | 0.31% | 1,260,878 | 680,947 | 117.4% | $5,549.72万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $1.04亿 | 0.31% | 1,330,047 | 386,761 | 41.0% | $3,011.71万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $1.05亿 | 0.32% | 181,902 | -90,490 | -33.2% | -$5,218.56万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $1.05亿 | 0.32% | 436,893 | 366,010 | 516.4% | $8,819.74万 | 加仓 |
| FRPT | FRESHPET INC | $1.07亿 | 0.32% | 1,810,994 | -2,191 | -0.1% | -$12.95万 | 减仓 |
| RGEN | REPLIGEN CORP | $1.08亿 | 0.32% | 788,571 | 788,571 | — | $1.08亿 | 新建仓 |
| SAIA | SAIA INC | $1.09亿 | 0.33% | 259,020 | 88,875 | 52.2% | $3,743.06万 | 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 |
| NBHC | NATIONAL BK HLDGS CORP | $1.11亿 | 0.33% | 2,497,817 | 22,956 | 0.9% | $101.99万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $1.12亿 | 0.34% | 300,872 | 216,241 | 255.5% | $8,013.68万 | 加仓 |
| APPF | APPFOLIO INC | $1.16亿 | 0.35% | 721,826 | 78,595 | 12.2% | $1,260.27万 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $1.16亿 | 0.35% | 1,151,085 | 347,934 | 43.3% | $3,516.92万 | 加仓 |
| GTX | GARRETT MOTION INC | $1.17亿 | 0.35% | 3,232,883 | -2,529,814 | -43.9% | -$9,165.52万 | 减仓 |
| DBD | DIEBOLD NIXDORF INC | $1.17亿 | 0.35% | 1,379,553 | -46,911 | -3.3% | -$398.84万 | 减仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $1.19亿 | 0.36% | 1,309,545 | -96,063 | -6.8% | -$871.87万 | 减仓 |
| ETSY | ETSY INC | $1.20亿 | 0.36% | 1,598,520 | 1,598,520 | — | $1.20亿 | 新建仓 |
| FHN | FIRST HORIZON CORPORATION | $1.23亿 | 0.37% | 4,808,223 | -249,869 | -4.9% | -$640.66万 | 减仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $1.23亿 | 0.37% | 2,865,895 | 290,493 | 11.3% | $1,249.99万 | 加仓 |
| NOVT | NOVANTA INC | $1.24亿 | 0.37% | 765,867 | -17,217 | -2.2% | -$279.33万 | 减仓 |
| CLH | CLEAN HARBORS INC | $1.25亿 | 0.38% | 419,210 | -23,888 | -5.4% | -$713.65万 | 减仓 |
| EXP | EAGLE MATLS INC | $1.30亿 | 0.39% | 576,712 | -53,680 | -8.5% | -$1,207.80万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $1.35亿 | 0.40% | 506,862 | -27,989 | -5.2% | -$743.14万 | 减仓 |
| CYTK | CYTOKINETICS INC | $1.37亿 | 0.41% | 1,603,442 | 515,851 | 47.4% | $4,394.53万 | 加仓 |
| TKR | TIMKEN CO | $1.39亿 | 0.42% | 954,839 | 949,663 | 18,347.4% | $1.38亿 | 加仓 |
| PTCT | PTC THERAPEUTICS INC | $1.41亿 | 0.42% | 1,722,688 | 1,722,688 | — | $1.41亿 | 新建仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $1.41亿 | 0.42% | 2,516,270 | 2,516,270 | — | $1.41亿 | 新建仓 |
| TTE | TOTALENERGIES SE | $1.41亿 | 0.43% | 1,819,275 | 965,524 | 113.1% | $7,502.50万 | 加仓 |
| RS | RELIANCE INC | $1.43亿 | 0.43% | 382,494 | -20,993 | -5.2% | -$784.30万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $1.44亿 | 0.43% | 3,635,082 | 3,635,082 | — | $1.44亿 | 新建仓 |
| LFUS | LITTELFUSE INC | $1.46亿 | 0.44% | 321,681 | 17,106 | 5.6% | $778.89万 | 加仓 |
| LOPE | GRAND CANYON ED INC | $1.49亿 | 0.45% | 1,038,828 | 59,094 | 6.0% | $845.69万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $1.50亿 | 0.45% | 417,309 | 377,584 | 950.5% | $1.36亿 | 加仓 |
| SN | SHARKNINJA INC | $1.50亿 | 0.45% | 986,806 | -86,578 | -8.1% | -$1,318.32万 | 减仓 |
| TXN | TEXAS INSTRS INC | $1.51亿 | 0.45% | 506,229 | 82,034 | 19.3% | $2,445.19万 | 加仓 |
| SYNA | SYNAPTICS INC | $1.54亿 | 0.46% | 1,239,622 | -346,622 | -21.9% | -$4,306.09万 | 减仓 |
| NOW | SERVICENOW INC | $1.54亿 | 0.46% | 1,551,192 | -820,422 | -34.6% | -$8,145.15万 | 减仓 |
| IDXX | IDEXX LABS INC | $1.57亿 | 0.47% | 298,154 | -53,467 | -15.2% | -$2,814.72万 | 减仓 |