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 |
|---|---|---|---|---|---|---|---|---|
| CMC | COMMERCIAL METALS CO | $1,217.32万 | 0.04% | 198,164 | -318,628 | -61.7% | -$1,957.33万 | 减仓 |
| CENTA | CENTRAL GARDEN & PET CO | $1,215.72万 | 0.04% | 374,991 | 13,009 | 3.6% | $42.18万 | 加仓 |
| WGO | WINNEBAGO INDS INC | $1,199.63万 | 0.04% | 387,101 | 13,588 | 3.6% | $42.11万 | 加仓 |
| IWO | ISHARES TR | $1,197.91万 | 0.04% | 38,173 | 30,613 | 404.9% | $960.67万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1,194.21万 | 0.04% | 34,940 | -224 | -0.6% | -$7.66万 | 减仓 |
| — | CATALYST PHARMACEUTICALS INC | $1,186.11万 | 0.04% | 479,041 | 479,041 | — | $1,186.11万 | 新建仓 |
| MHO | M/I HOMES INC | $1,164.47万 | 0.04% | 95,098 | 95,098 | — | $1,164.47万 | 新建仓 |
| SLGN | SILGAN HLDGS INC | $1,131.68万 | 0.04% | 291,669 | -374,746 | -56.2% | -$1,454.01万 | 减仓 |
| OC | OWENS CORNING NEW | $1,130.60万 | 0.04% | 104,472 | -63,141 | -37.7% | -$683.31万 | 减仓 |
| ARIS | ARIS MINING CORPORATION | $1,117.34万 | 0.04% | 601,642 | -114,825 | -16.0% | -$213.25万 | 减仓 |
| WAFD | WAFD INC | $1,107.91万 | 0.04% | 352,838 | -644,042 | -64.6% | -$2,022.29万 | 减仓 |
| CLS | CELESTICA INC | $1,090.55万 | 0.04% | 38,716 | -25,569 | -39.8% | -$720.23万 | 减仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $1,061.20万 | 0.04% | 424,309 | 8,066 | 1.9% | $20.17万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $995.68万 | 0.03% | 39,725 | -1,517 | -3.7% | -$38.02万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $985.96万 | 0.03% | 99,542 | -8,887 | -8.2% | -$88.03万 | 减仓 |
| — | TASEKO MINES LTD | $975.96万 | 0.03% | 1,513,112 | 1,513,112 | — | $975.96万 | 新建仓 |
| ALK | ALASKA AIR GROUP INC | $949.63万 | 0.03% | 258,191 | -276,930 | -51.8% | -$1,018.55万 | 减仓 |
| DSGX | DESCARTES SYS GROUP INC | $917.34万 | 0.03% | 128,192 | -76,739 | -37.4% | -$549.14万 | 减仓 |
| COR | CENCORA INC | $894.51万 | 0.03% | 28,475 | 4,119 | 16.9% | $129.39万 | 加仓 |
| ORCL | ORACLE CORP | $819.79万 | 0.03% | 55,726 | -1,200,810 | -95.6% | -$1.77亿 | 减仓 |
| PSMT | PRICESMART INC | $797.51万 | 0.03% | 52,991 | 52,991 | — | $797.51万 | 新建仓 |
| WMT | WALMART INC | $782.35万 | 0.03% | 62,950 | -134,259 | -68.1% | -$1,668.58万 | 减仓 |
| QTRX | QUANTERIX CORP | $733.46万 | 0.02% | 2,083,699 | 37,250 | 1.8% | $13.11万 | 加仓 |
| OPLN | OPENLANE INC | $710.35万 | 0.02% | 243,688 | -266,910 | -52.3% | -$778.04万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $698.03万 | 0.02% | 15,142 | -95 | -0.6% | -$4.38万 | 减仓 |
| GGG | GRACO INC | $625.50万 | 0.02% | 73,893 | 19,387 | 35.6% | $164.11万 | 加仓 |
| GEF | GREIF INC | $621.77万 | 0.02% | 92,705 | -192,377 | -67.5% | -$1,290.27万 | 减仓 |
| PGR | PROGRESSIVE CORP | $610.52万 | 0.02% | 30,797 | -192 | -0.6% | -$3.81万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $604.85万 | 0.02% | 20,562 | -147 | -0.7% | -$4.32万 | 减仓 |
| HUM | HUMANA INC | $599.53万 | 0.02% | 34,577 | -9,300 | -21.2% | -$161.25万 | 减仓 |
| VRRM | VERRA MOBILITY CORP | $555.33万 | 0.02% | 388,617 | -3,050,331 | -88.7% | -$4,358.92万 | 减仓 |
| CRM | SALESFORCE INC | $541.08万 | 0.02% | 28,986 | 39 | 0.1% | $7,280 | 加仓 |
| TJX | TJX COS INC NEW | $539.72万 | 0.02% | 33,796 | 33,796 | — | $539.72万 | 新建仓 |
| BX | BLACKSTONE INC | $539.04万 | 0.02% | 46,877 | 63 | 0.1% | $7,244 | 加仓 |
| TBBB | BBB FOODS INC | $521.21万 | 0.02% | 147,358 | -595,291 | -80.2% | -$2,105.54万 | 减仓 |
| NFLX | NETFLIX INC. | $512.25万 | 0.02% | 53,276 | 12,010 | 29.1% | $115.48万 | 加仓 |
| CRH | CRH PLC | $505.81万 | 0.02% | 48,117 | -21,934 | -31.3% | -$230.57万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $457.26万 | 0.02% | 22,676 | -163 | -0.7% | -$3.29万 | 减仓 |
| CAAP | CORPORACION AMER ARPTS S A | $447.59万 | 0.01% | 176,983 | 176,983 | — | $447.59万 | 新建仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $408.27万 | 0.01% | 120,255 | 14,022 | 13.2% | $47.60万 | 加仓 |
| V | VISA INC | $405.55万 | 0.01% | 13,418 | 18 | 0.1% | $5,440 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $396.67万 | 0.01% | 14,048 | -9,639 | -40.7% | -$272.18万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $396.44万 | 0.01% | 38,613 | -6,522 | -14.4% | -$66.96万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $323.85万 | 0.01% | 51,609 | 70 | 0.1% | $4,393 | 加仓 |
| ASHR | DBX ETF TR | $279.98万 | 0.01% | 85,779 | -4,258 | -4.7% | -$13.90万 | 减仓 |
| INDA | ISHARES TR | $259.49万 | 0.01% | 55,400 | 13,500 | 32.2% | $63.23万 | 加仓 |
| VNET | VNET GROUP INC | $259.25万 | 0.01% | 308,997 | -571,198 | -64.9% | -$479.24万 | 减仓 |
| KFY | KORN FERRY | $250.95万 | 0.01% | 39,865 | -374,600 | -90.4% | -$2,358.11万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $240.71万 | 0.01% | 33,464 | -21,071 | -38.6% | -$151.56万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $233.72万 | 0.01% | 11,512 | 11,512 | — | $233.72万 | 新建仓 |
| TNET | TRINET GROUP INC | $231.07万 | 0.01% | 63,429 | -339,444 | -84.3% | -$1,236.59万 | 减仓 |
| ASML | ASML HLDG NV | $226.26万 | 0.01% | 1,713 | -1,733 | -50.3% | -$228.90万 | 减仓 |
| VITL | VITAL FARMS INC | $170.11万 | 0.01% | 120,471 | -678,977 | -84.9% | -$958.72万 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $150.23万 | 0.00% | 76,066 | -48,378 | -38.9% | -$95.55万 | 减仓 |
| ELF | E L F BEAUTY INC | $143.19万 | 0.00% | 23,625 | -4,212 | -15.1% | -$25.53万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $138.85万 | 0.00% | 11,067 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $137.80万 | 0.00% | 18,120 | 18,120 | — | $137.80万 | 新建仓 |
| — | STELLAR BANCORP INC | $127.36万 | 0.00% | 34,788 | -479,842 | -93.2% | -$1,756.70万 | 减仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $124.09万 | 0.00% | 22,933 | -223,096 | -90.7% | -$1,207.17万 | 减仓 |
| CTVA | CORTEVA INC | $119.86万 | 0.00% | 14,319 | 0 | 0.0% | — | 不变 |
| IHG | INTERCONTINENTAL HOTELS GROU | $113.73万 | 0.00% | 8,522 | -8,624 | -50.3% | -$115.10万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $95.23万 | 0.00% | 43,965 | -51,357 | -53.9% | -$111.24万 | 减仓 |
| RY | ROYAL BK CDA | $93.48万 | 0.00% | 5,778 | -5,839 | -50.3% | -$94.46万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $91.19万 | 0.00% | 5,798 | -27,748 | -82.7% | -$436.42万 | 减仓 |
| EPI | WISDOMTREE TR | $85.68万 | 0.00% | 21,000 | 0 | 0.0% | — | 不变 |
| BCS | BARCLAYS PLC | $85.44万 | 0.00% | 40,378 | -65,214 | -61.8% | -$137.99万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $70.68万 | 0.00% | 7,363 | -581,482 | -98.7% | -$5,581.64万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $69.92万 | 0.00% | 6,275 | -116 | -1.8% | -$1.29万 | 减仓 |
| NTES | NETEASE COM INC | $67.89万 | 0.00% | 6,065 | -972 | -13.8% | -$10.88万 | 减仓 |
| FLEX | FLEXTRONICS INTL LTD | $55.48万 | 0.00% | 8,476 | 214 | 2.6% | $1.40万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $55.32万 | 0.00% | 4,726 | 119 | 2.6% | $1.39万 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC | $52.84万 | 0.00% | 15,476 | 15,476 | — | $52.84万 | 新建仓 |
| TKR | TIMKEN CO | $52.05万 | 0.00% | 5,176 | 130 | 2.6% | $1.31万 | 加仓 |
| IREN | IREN LIMITED | $51.12万 | 0.00% | 14,913 | 2,162 | 17.0% | $7.41万 | 加仓 |
| NI | NISOURCE INC | $49.64万 | 0.00% | 10,638 | 270 | 2.6% | $1.26万 | 加仓 |
| PPL | PPL CORP | $47.62万 | 0.00% | 12,465 | 315 | 2.6% | $1.20万 | 加仓 |
| ALLE | ALLEGION PLC | $46.89万 | 0.00% | 3,227 | 80 | 2.5% | $1.16万 | 加仓 |
| REG | REGENCY CTRS CORP | $46.43万 | 0.00% | 6,137 | 156 | 2.6% | $1.18万 | 加仓 |
| RGLD | ROYAL GOLD INC | $45.66万 | 0.00% | 1,794 | -769 | -30.0% | -$19.57万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $45.16万 | 0.00% | 2,131 | 55 | 2.6% | $1.17万 | 加仓 |
| WEX | WEX INC | $44.84万 | 0.00% | 2,930 | 73 | 2.6% | $1.12万 | 加仓 |
| DOV | DOVER CORP | $44.65万 | 0.00% | 2,142 | -337 | -13.6% | -$7.02万 | 减仓 |
| CACI | CACI INTL INC | $40.68万 | 0.00% | 748 | -75,220 | -99.0% | -$4,090.99万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $39.13万 | 0.00% | 20,421 | 522 | 2.6% | $1.00万 | 加仓 |
| CCK | CROWN HLDGS INC | $38.46万 | 0.00% | 3,836 | 95 | 2.5% | $9,524 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $36.46万 | 0.00% | 8,835 | 8,835 | — | $36.46万 | 新建仓 |
| BC | BRUNSWICK CORP | $35.40万 | 0.00% | 4,865 | 124 | 2.6% | $9,022 | 加仓 |
| JBL | JABIL INC | $35.38万 | 0.00% | 1,332 | 34 | 2.6% | $9,031 | 加仓 |
| SMIN | ISHARES TR | $35.33万 | 0.00% | 5,892 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $34.98万 | 0.00% | 1,311 | 34 | 2.7% | $9,072 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $34.62万 | 0.00% | 3,154 | 81 | 2.6% | $8,892 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $34.62万 | 0.00% | 3,742 | 87 | 2.4% | $8,049 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $34.37万 | 0.00% | 12,529 | 297 | 2.4% | $8,147 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $33.91万 | 0.00% | 20,641 | 527 | 2.6% | $8,659 | 加仓 |
| SHOP | SHOPIFY INC | $33.15万 | 0.00% | 2,795 | -7,969 | -74.0% | -$94.53万 | 减仓 |
| TAP | MOLSON COORS BEVERAGE CO | $32.73万 | 0.00% | 7,600 | 193 | 2.6% | $8,311 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $30.59万 | 0.00% | 14,346 | 365 | 2.6% | $7,782 | 加仓 |
| GOOG | ALPHABET INC | $29.40万 | 0.00% | 1,025 | 0 | 0.0% | — | 不变 |
| ICLR | ICON PLC | $28.52万 | 0.00% | 2,577 | 63 | 2.5% | $6,972 | 加仓 |
| CHE | CHEMED CORP NEW | $28.25万 | 0.00% | 748 | -344,059 | -99.8% | -$1.30亿 | 减仓 |