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 |
|---|---|---|---|---|---|---|---|---|
| ONB | OLD NATL BANCORP IND | $9,928.28万 | 0.30% | 3,833,314 | -61,484 | -1.6% | -$159.24万 | 减仓 |
| LB | LANDBRIDGE COMPANY LLC | $9,788.24万 | 0.29% | 1,235,265 | 347,799 | 39.2% | $2,755.96万 | 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 |
| CASY | CASEYS GEN STORES INC | $9,560.37万 | 0.29% | 120,288 | 2,190 | 1.9% | $174.06万 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $9,404.89万 | 0.28% | 675,396 | 46,079 | 7.3% | $641.65万 | 加仓 |
| GKOS | GLAUKOS CORP | $9,247.57万 | 0.28% | 661,675 | -412,144 | -38.4% | -$5,760.12万 | 减仓 |
| CHDN | CHURCHILL DOWNS INC | $9,234.00万 | 0.28% | 1,030,121 | -63,268 | -5.8% | -$567.13万 | 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 |
| CAVA | CAVA GROUP INC | $8,986.11万 | 0.27% | 1,145,019 | -1,248,952 | -52.2% | -$9,801.78万 | 减仓 |
| CFR | CULLEN FROST BANKERS INC | $8,942.46万 | 0.27% | 578,725 | -33,106 | -5.4% | -$511.55万 | 减仓 |
| CPRT | COPART INC | $8,907.98万 | 0.27% | 3,159,978 | -1,234,209 | -28.1% | -$3,479.24万 | 减仓 |
| VCEL | VERICEL CORP | $8,866.21万 | 0.27% | 1,992,855 | 160,146 | 8.7% | $712.49万 | 加仓 |
| CART | MAPLEBEAR INC | $8,646.23万 | 0.26% | 1,826,026 | -100,098 | -5.2% | -$473.96万 | 减仓 |
| FLS | FLOWSERVE CORP | $8,486.88万 | 0.26% | 1,144,401 | 220,228 | 23.8% | $1,633.21万 | 加仓 |
| VCYT | VERACYTE INC | $8,407.76万 | 0.25% | 1,431,596 | 441,909 | 44.7% | $2,595.33万 | 加仓 |
| OSIS | OSI SYSTEMS INC | $8,296.41万 | 0.25% | 379,351 | 207,684 | 121.0% | $4,542.05万 | 加仓 |
| EVR | EVERCORE INC | $8,177.15万 | 0.25% | 239,490 | -16,986 | -6.6% | -$579.97万 | 减仓 |
| NXT | NEXTPOWER INC | $8,003.43万 | 0.24% | 671,767 | -950,722 | -58.6% | -$1.13亿 | 减仓 |
| STEP | STEPSTONE GROUP INC | $7,982.54万 | 0.24% | 1,930,015 | 15,538 | 0.8% | $64.27万 | 加仓 |
| 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 |
| VSH | VISHAY INTERTECHNOLOGY INC | $7,909.55万 | 0.24% | 1,470,723 | -332,574 | -18.4% | -$1,788.58万 | 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 |
| VRSK | VERISK ANALYTICS INC | $7,709.52万 | 0.23% | 429,428 | -118,076 | -21.6% | -$2,119.82万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $7,498.91万 | 0.23% | 609,420 | 267,919 | 78.5% | $3,296.74万 | 加仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $7,470.26万 | 0.22% | 504,202 | 504,202 | — | $7,470.26万 | 新建仓 |
| HLIO | HELIOS TECHNOLOGIES INC | $7,445.42万 | 0.22% | 834,221 | -96,787 | -10.4% | -$863.82万 | 减仓 |
| LRN | STRIDE INC | $7,103.57万 | 0.21% | 823,698 | 823,698 | — | $7,103.57万 | 新建仓 |
| PWP | PERELLA WEINBERG PARTNERS | $7,007.30万 | 0.21% | 4,390,541 | 314,228 | 7.7% | $501.51万 | 加仓 |
| APG | API GROUP CORP | $6,987.67万 | 0.21% | 1,649,980 | -90,469 | -5.2% | -$383.14万 | 减仓 |
| KMT | KENNAMETAL INC | $6,961.41万 | 0.21% | 1,986,136 | -496,399 | -20.0% | -$1,739.88万 | 减仓 |
| JBTM | JBT MAREL CORPORATION | $6,747.95万 | 0.20% | 465,376 | 297,261 | 176.8% | $4,310.28万 | 加仓 |
| INSM | INSMED INC | $6,715.26万 | 0.20% | 629,831 | -272,835 | -30.2% | -$2,908.97万 | 减仓 |
| LAUR | LAUREATE ED INC | $6,697.18万 | 0.20% | 1,843,938 | -307,313 | -14.3% | -$1,116.16万 | 减仓 |
| TEX | TEREX CORP NEW | $6,693.27万 | 0.20% | 924,613 | 70,995 | 8.3% | $513.93万 | 加仓 |
| KWR | QUAKER HOUGHTON | $6,681.03万 | 0.20% | 420,535 | 32,129 | 8.3% | $510.43万 | 加仓 |
| CGNX | COGNEX CORP | $6,597.01万 | 0.20% | 910,938 | -105,525 | -10.4% | -$764.21万 | 减仓 |
| CIEN | CIENA CORP | $6,563.74万 | 0.20% | 133,801 | -264,778 | -66.4% | -$1.30亿 | 减仓 |
| MRX | MAREX GROUP PLC | $6,151.07万 | 0.18% | 1,009,199 | -556,982 | -35.6% | -$3,394.81万 | 减仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $6,127.27万 | 0.18% | 714,051 | 25,124 | 3.6% | $215.59万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $5,971.16万 | 0.18% | 349,477 | 349,477 | — | $5,971.16万 | 新建仓 |
| SCCO | SOUTHERN COPPER CORP | $5,936.90万 | 0.18% | 340,692 | -27,306 | -7.4% | -$475.83万 | 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 |
| MOD | MODINE MFG CO | $5,712.33万 | 0.17% | 213,929 | -29,414 | -12.1% | -$785.41万 | 减仓 |
| TPG | TPG INC | $5,630.60万 | 0.17% | 1,388,558 | 276,371 | 24.8% | $1,120.68万 | 加仓 |
| RACE | FERRARI N V | $5,513.13万 | 0.17% | 148,087 | -32,842 | -18.2% | -$1,222.67万 | 减仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $5,394.02万 | 0.16% | 861,252 | 861,252 | — | $5,394.02万 | 新建仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $5,353.23万 | 0.16% | 1,265,239 | -114,999 | -8.3% | -$486.56万 | 减仓 |
| RVLV | REVOLVE GROUP INC | $5,341.88万 | 0.16% | 2,333,717 | 567,294 | 32.1% | $1,298.54万 | 加仓 |
| PSMT | PRICESMART INC | $5,315.73万 | 0.16% | 272,127 | 219,136 | 413.5% | $4,280.60万 | 加仓 |
| BCPC | BALCHEM CORP | $5,306.09万 | 0.16% | 314,063 | -1,197 | -0.4% | -$20.22万 | 减仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $5,246.51万 | 0.16% | 810,283 | 390,037 | 92.8% | $2,525.45万 | 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 |
| ESAB | ESAB CORPORATION | $4,967.32万 | 0.15% | 503,632 | 201,749 | 66.8% | $1,989.85万 | 加仓 |
| KRMN | KARMAN HLDGS INC | $4,879.49万 | 0.15% | 977,462 | 977,462 | — | $4,879.49万 | 新建仓 |
| RSI | RUSH STREET INTERACTIVE INC | $4,864.67万 | 0.15% | 1,635,734 | -695,313 | -29.8% | -$2,067.86万 | 减仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $4,714.02万 | 0.14% | 471,072 | 44,978 | 10.6% | $450.09万 | 加仓 |
| LTM | LATAM AIRLINES GROUP SA | $4,711.62万 | 0.14% | 808,628 | -72,829 | -8.3% | -$424.35万 | 减仓 |
| MRCY | MERCURY SYS INC | $4,645.26万 | 0.14% | 379,732 | 52,444 | 16.0% | $641.55万 | 加仓 |
| AGYS | AGILYSYS INC | $4,531.16万 | 0.14% | 433,604 | -197,983 | -31.3% | -$2,068.92万 | 减仓 |
| GHM | GRAHAM CORP | $4,515.86万 | 0.14% | 364,800 | 50,499 | 16.1% | $625.13万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $4,431.80万 | 0.13% | 102,273 | 22,826 | 28.7% | $989.12万 | 加仓 |
| FSV | FIRSTSERVICE CORP NEW | $4,418.94万 | 0.13% | 310,952 | -282,375 | -47.6% | -$4,012.83万 | 减仓 |
| PI | IMPINJ INC | $4,251.37万 | 0.13% | 296,821 | 40,610 | 15.9% | $581.66万 | 加仓 |
| QTWO | Q2 HLDGS INC | $3,995.73万 | 0.12% | 830,714 | 528,580 | 174.9% | $2,542.47万 | 加仓 |
| PRIM | PRIMORIS SVCS CORP | $3,964.46万 | 0.12% | 399,966 | 399,966 | — | $3,964.46万 | 新建仓 |
| PDFS | PDF SOLUTIONS INC | $3,923.37万 | 0.12% | 554,226 | -701,333 | -55.9% | -$4,964.74万 | 减仓 |
| MDA | MDA SPACE LTD | $3,830.70万 | 0.12% | 928,044 | -35,450 | -3.7% | -$146.33万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $3,801.18万 | 0.11% | 111,465 | -18,988 | -14.6% | -$647.53万 | 减仓 |
| HUBG | HUB GROUP INC | $3,603.90万 | 0.11% | 822,996 | -102,606 | -11.1% | -$449.31万 | 减仓 |
| ITGR | INTEGER HLDGS CORP | $3,539.01万 | 0.11% | 378,706 | 86,105 | 29.4% | $804.65万 | 加仓 |
| JCAP | JEFFERSON CAPITAL INC | $3,517.58万 | 0.11% | 1,806,665 | 246,716 | 15.8% | $480.36万 | 加仓 |
| SKY | CHAMPION HOMES INC | $3,503.03万 | 0.11% | 397,530 | -378,823 | -48.8% | -$3,338.19万 | 减仓 |
| SBCF | SEACOAST BKG CORP FLA | $3,479.86万 | 0.10% | 1,046,573 | -280,633 | -21.1% | -$933.10万 | 减仓 |
| INTU | INTUIT | $3,455.48万 | 0.10% | 132,394 | -401,342 | -75.2% | -$1.05亿 | 减仓 |
| EBC | EASTERN BANKSHARES INC | $3,442.74万 | 0.10% | 1,547,993 | -410,162 | -20.9% | -$912.20万 | 减仓 |
| PENG | PENGUIN SOLUTIONS INC | $3,420.68万 | 0.10% | 450,030 | -516,134 | -53.4% | -$3,923.13万 | 减仓 |
| FN | FABRINET | $3,345.44万 | 0.10% | 59,519 | -105,311 | -63.9% | -$5,919.32万 | 减仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $3,339.30万 | 0.10% | 446,909 | -120,039 | -21.2% | -$896.93万 | 减仓 |
| THG | HANOVER INS GROUP INC | $3,303.38万 | 0.10% | 154,277 | -41,483 | -21.2% | -$888.23万 | 减仓 |
| RNST | RENASANT CORP | $3,288.19万 | 0.10% | 772,965 | -207,855 | -21.2% | -$884.22万 | 减仓 |
| BCO | BRINKS CO | $3,273.45万 | 0.10% | 346,434 | 13,147 | 3.9% | $124.23万 | 加仓 |
| BKV | BKV CORP | $3,268.95万 | 0.10% | 1,194,790 | 41,023 | 3.6% | $112.24万 | 加仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $3,252.71万 | 0.10% | 1,652,800 | 58,374 | 3.7% | $114.88万 | 加仓 |
| VVV | VALVOLINE INC | $3,247.18万 | 0.10% | 821,239 | -137,029 | -14.3% | -$541.81万 | 减仓 |
| IDA | IDACORP INC | $3,229.68万 | 0.10% | 213,462 | -9,025 | -4.1% | -$136.55万 | 减仓 |
| DPC | DPC HOLDINGS PLC | $3,139.86万 | 0.09% | 640,005 | 640,005 | — | $3,139.86万 | 新建仓 |
| USPH | U S PHYSICAL THERAPY | $3,001.29万 | 0.09% | 436,996 | 59,133 | 15.6% | $406.13万 | 加仓 |
| KRG | KITE REALTY GROUP TRUST | $2,973.58万 | 0.09% | 1,047,774 | -277,486 | -20.9% | -$787.51万 | 减仓 |
| AIN | ALBANY INTL CORP | $2,953.69万 | 0.09% | 396,468 | -105,547 | -21.0% | -$786.33万 | 减仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $2,897.95万 | 0.09% | 344,134 | -91,431 | -21.0% | -$769.94万 | 减仓 |
| AVT | AVNET INC | $2,885.28万 | 0.09% | 324,846 | -231,924 | -41.7% | -$2,059.95万 | 减仓 |
| SIGI | SELECTIVE INS GROUP INC | $2,837.78万 | 0.09% | 292,525 | -77,894 | -21.0% | -$755.65万 | 减仓 |
| CIB | GRUPO CIBEST SA | $2,830.55万 | 0.09% | 356,370 | 356,370 | — | $2,830.55万 | 新建仓 |
| CSTM | CONSTELLIUM SE | $2,811.91万 | 0.08% | 882,306 | -35,784 | -3.9% | -$114.04万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $2,797.08万 | 0.08% | 82,717 | -3,546 | -4.1% | -$119.91万 | 减仓 |
| HWKN | HAWKINS INC | $2,721.24万 | 0.08% | 191,502 | 26,233 | 15.9% | $372.77万 | 加仓 |
| FRME | FIRST MERCHANTS CORP | $2,719.45万 | 0.08% | 622,443 | -167,439 | -21.2% | -$731.54万 | 减仓 |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $2,686.01万 | 0.08% | 783,780 | 783,780 | — | $2,686.01万 | 新建仓 |
| HAYW | HAYWARD HLDGS INC | $2,682.81万 | 0.08% | 1,549,861 | 555,632 | 55.9% | $961.80万 | 加仓 |
| GPOR | GULFPORT ENERGY CORP | $2,658.54万 | 0.08% | 156,661 | -42,184 | -21.2% | -$715.86万 | 减仓 |