WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
CHICAGO IL · SEC CIK 0001644956
$302.60亿2026Q1 申报市值
413持仓数
30.6%前十大占比 · 第一大 6.2%
45 / 43新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AZN 新建仓+$3.77亿
AKAM 新建仓+$1.86亿
BWA 新建仓+$1.56亿
APH 新建仓+$1.36亿
POWI 新建仓+$1.22亿
2026Q1 卖出最多 按季末市值估算
SE 清仓-$3.02亿
NVDA 减仓-$2.94亿
CIEN 减仓-$2.72亿
AMZN 减仓-$2.55亿
MSFT 减仓-$2.20亿
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| APH | AMPHENOL CORP | $1.36亿 | 0.45% | 1,077,434 | 1,077,434 | — | $1.36亿 | 新建仓 |
| DCI | DONALDSON INC | $1.37亿 | 0.45% | 1,615,349 | -92,523 | -5.4% | -$785.24万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $1.38亿 | 0.46% | 350,896 | -66,663 | -16.0% | -$2,627.52万 | 减仓 |
| HQY | HEALTHEQUITY INC | $1.39亿 | 0.46% | 1,659,616 | -195,592 | -10.5% | -$1,634.56万 | 减仓 |
| CPRT | COPART INC | $1.46亿 | 0.48% | 4,394,187 | -191,646 | -4.2% | -$636.26万 | 减仓 |
| NVT | NVENT ELEC PLC | $1.46亿 | 0.48% | 1,233,874 | -141,285 | -10.3% | -$1,671.12万 | 减仓 |
| INSM | INSMED INC | $1.48亿 | 0.49% | 902,666 | -318,430 | -26.1% | -$5,206.97万 | 减仓 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $1.49亿 | 0.49% | 6,794,492 | -749,321 | -9.9% | -$1,644.01万 | 减仓 |
| CIEN | CIENA CORP | $1.55亿 | 0.51% | 398,579 | -700,014 | -63.7% | -$2.72亿 | 减仓 |
| BWA | BORGWARNER INC | $1.56亿 | 0.52% | 2,884,062 | 2,884,062 | — | $1.56亿 | 新建仓 |
| RRX | REGAL REXNORD CORPORATION | $1.57亿 | 0.52% | 837,493 | 78,210 | 10.3% | $1,464.56万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $1.58亿 | 0.52% | 232,069 | -45,768 | -16.5% | -$3,117.35万 | 减仓 |
| COHR | COHERENT CORP | $1.59亿 | 0.53% | 668,137 | -204,923 | -23.5% | -$4,881.47万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $1.60亿 | 0.53% | 272,392 | 2,189 | 0.8% | $128.86万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $1.63亿 | 0.54% | 2,525,975 | 683,019 | 37.1% | $4,414.35万 | 加仓 |
| EG | EVEREST GROUP LTD | $1.65亿 | 0.55% | 506,166 | -78,135 | -13.4% | -$2,553.84万 | 减仓 |
| LOPE | GRAND CANYON ED INC | $1.67亿 | 0.55% | 979,734 | 526,594 | 116.2% | $8,953.68万 | 加仓 |
| TLN | TALEN ENERGY CORP | $1.68亿 | 0.55% | 525,214 | -44,185 | -7.8% | -$1,410.52万 | 减仓 |
| SNOW | SNOWFLAKE INC | $1.70亿 | 0.56% | 1,127,525 | -219,473 | -16.3% | -$3,310.09万 | 减仓 |
| P | EVERPURE INC | $1.70亿 | 0.56% | 2,881,481 | -861,447 | -23.0% | -$5,085.98万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $1.73亿 | 0.57% | 1,041,658 | 604,157 | 138.1% | $1.00亿 | 加仓 |
| GMED | GLOBUS MED INC | $1.73亿 | 0.57% | 2,009,763 | -510,019 | -20.2% | -$4,394.32万 | 减仓 |
| NU | NU HLDGS LTD | $1.76亿 | 0.58% | 12,267,600 | -6,431,767 | -34.4% | -$9,242.45万 | 减仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $1.78亿 | 0.59% | 340,519 | -13,701 | -3.9% | -$717.21万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $1.82亿 | 0.60% | 673,263 | -88,980 | -11.7% | -$2,407.71万 | 减仓 |
| CCJ | CAMECO CORP | $1.83亿 | 0.60% | 1,682,303 | -298,524 | -15.1% | -$3,242.27万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $1.86亿 | 0.61% | 1,619,060 | 1,619,060 | — | $1.86亿 | 新建仓 |
| FFIV | F5 INC | $1.88亿 | 0.62% | 649,948 | 99,684 | 18.1% | $2,884.16万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $1.90亿 | 0.63% | 2,043,720 | -81,540 | -3.8% | -$756.37万 | 减仓 |
| CAVA | CAVA GROUP INC | $1.94亿 | 0.64% | 2,393,971 | -25,276 | -1.0% | -$204.48万 | 减仓 |
| ARGX | ARGENX SE | $1.94亿 | 0.64% | 266,067 | 42,401 | 19.0% | $3,097.43万 | 加仓 |
| NXT | NEXTPOWER INC | $1.96亿 | 0.65% | 1,622,489 | 259,695 | 19.1% | $3,130.62万 | 加仓 |
| IDXX | IDEXX LABS INC | $1.98亿 | 0.65% | 351,621 | -89,703 | -20.3% | -$5,040.32万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $1.98亿 | 0.65% | 964,213 | -762,374 | -44.2% | -$1.56亿 | 减仓 |
| TRU | TRANSUNION | $2.00亿 | 0.66% | 2,891,187 | -1,074,308 | -27.1% | -$7,433.14万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $2.01亿 | 0.66% | 981,782 | -125,818 | -11.4% | -$2,572.85万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $2.04亿 | 0.67% | 2,210,034 | -771,473 | -25.9% | -$7,121.47万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $2.05亿 | 0.68% | 1,795,764 | -267,245 | -13.0% | -$3,046.06万 | 减仓 |
| BAP | CREDICORP LTD | $2.11亿 | 0.70% | 622,690 | -144,723 | -18.9% | -$4,908.71万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2.12亿 | 0.70% | 1,042,594 | -296,952 | -22.2% | -$6,040.89万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $2.13亿 | 0.70% | 2,935,247 | -826,002 | -22.0% | -$5,985.21万 | 减仓 |
| INTU | INTUIT | $2.31亿 | 0.76% | 533,736 | 91,345 | 20.6% | $3,949.58万 | 加仓 |
| MLI | MUELLER INDS INC | $2.34亿 | 0.77% | 2,109,729 | 329,823 | 18.5% | $3,654.44万 | 加仓 |
| PRMB | PRIMO BRANDS CORPORATION | $2.46亿 | 0.81% | 13,056,192 | 428,772 | 3.4% | $807.38万 | 加仓 |
| NOW | SERVICENOW INC | $2.48亿 | 0.82% | 2,371,614 | 222,834 | 10.4% | $2,329.73万 | 加仓 |
| TWST | TWIST BIOSCIENCE CORP | $2.50亿 | 0.83% | 5,269,718 | -684,711 | -11.5% | -$3,253.75万 | 减仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $2.66亿 | 0.88% | 31,684,708 | -4,867,055 | -13.3% | -$4,080.26万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3.01亿 | 1.00% | 302,468 | -26,000 | -7.9% | -$2,590.72万 | 减仓 |
| CG | CARLYLE GROUP INC | $3.05亿 | 1.01% | 6,301,109 | -830,793 | -11.6% | -$4,020.21万 | 减仓 |
| LIN | LINDE PLC | $3.15亿 | 1.04% | 636,338 | -7,132 | -1.1% | -$353.58万 | 减仓 |
| AZN | ASTRAZENECA PLC | $3.77亿 | 1.25% | 1,942,155 | 1,942,155 | — | $3.77亿 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $5.30亿 | 1.75% | 1,060,651 | -24,296 | -2.2% | -$1,213.97万 | 减仓 |
| META | META PLATFORMS INC | $5.80亿 | 1.92% | 1,013,122 | -173,647 | -14.6% | -$9,934.86万 | 减仓 |
| AMZN | AMAZON COM INC | $6.59亿 | 2.18% | 3,163,629 | -1,223,374 | -27.9% | -$2.55亿 | 减仓 |
| AVGO | BROADCOM INC | $6.81亿 | 2.25% | 2,201,558 | -335,053 | -13.2% | -$1.04亿 | 减仓 |
| GOOGL | ALPHABET INC | $7.20亿 | 2.38% | 2,504,605 | -650,368 | -20.6% | -$1.87亿 | 减仓 |
| MSFT | MICROSOFT CORP | $10.72亿 | 3.54% | 2,896,782 | -593,520 | -17.0% | -$2.20亿 | 减仓 |
| AAPL | APPLE INC | $12.21亿 | 4.04% | 4,812,433 | -631,895 | -11.6% | -$1.60亿 | 减仓 |
| NVDA | NVIDIA CORPORATION | $15.59亿 | 5.15% | 8,941,756 | -1,686,911 | -15.9% | -$2.94亿 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $18.65亿 | 6.16% | 5,518,260 | -467,070 | -7.8% | -$1.58亿 | 减仓 |