Managed by
Hedge FundAUM Tracked
$30.3B
AI Exposure
31.1%
AI & Tech holdings for WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $TSMAI | Taiwan Semiconductor | 5,518,260 | $1.9B | 6.2% | Reduced by 8% |
| $NVDAAI | NVIDIA Corporation | 8,941,756 | $1.6B | 5.2% | Reduced by 16% |
| $AAPLAI | Apple Inc. | 4,812,433 | $1.2B | 4% | Reduced by 12% |
| $MSFTAI | Microsoft Corporation | 2,896,782 | $1.1B | 3.5% | Reduced by 17% |
| $GOOGLAI | Alphabet Inc. | 2,504,605 | $720.2M | 2.4% | Reduced by 21% |
| $AVGOAI | Broadcom Inc. | 2,201,558 | $681.4M | 2.3% | Reduced by 13% |
| $AMZNAI | Amazon.com, Inc. | 3,163,629 | $658.9M | 2.2% | Reduced by 28% |
| $METAAI | Meta Platforms, Inc. | 1,013,122 | $579.6M | 1.9% | Reduced by 15% |
| $NOWAI | ServiceNow Inc. | 2,371,614 | $248.0M | 0.8% | Increased by 10% |
| $INTUAI | Intuit Inc. | 533,736 | $230.8M | 0.8% | Increased by 21% |
| $AMDAI | Advanced Micro Devices | 1,042,594 | $212.1M | 0.7% | Reduced by 22% |
| $SNOWAI | Snowflake Inc. | 1,127,525 | $170.1M | 0.6% | Reduced by 16% |
| $TXNAI | Texas Instruments | 424,195 | $82.4M | 0.3% | New Position |
| $PANWAI | Palo Alto Networks | 130,453 | $20.9M | 0.1% | No change |
| $AEHRAI | Aehr Test Systems | 513,293 | $19.0M | 0.1% | No change |
| $LRCXAI | Lam Research | 79,447 | $17.0M | 0.1% | Reduced by 28% |
| $AMATAI | Applied Materials | 34,940 | $11.9M | 0% | No change |
| $MRVLAI | Marvell Technology | 99,542 | $9.9M | 0% | Reduced by 8% |
| $ORCLAI | Oracle Corporation | 55,726 | $8.2M | 0% | Reduced by 96% |
| $ISRGAI | Intuitive Surgical | 15,142 | $7.0M | 0% | No change |
| $CRMAI | Salesforce Inc. | 28,986 | $5.4M | 0% | No change |
| $UBERAI | Uber Technologies | 33,464 | $2.4M | 0% | Reduced by 39% |
| $ASMLAI | ASML Holding NV | 1,713 | $2.3M | 0% | Reduced by 50% |
| $BABAAI | Alibaba Group | 11,067 | $1.4M | 0% | No change |
| $SHOPAI | Shopify Inc. | 2,795 | $331.5K | 0% | Reduced by 74% |
| $GOOGAI | Alphabet Inc. | 1,025 | $294.0K | 0% | No change |