Managed by
Hedge FundAUM Tracked
$33.3B
AI Exposure
31.4%
AI & Tech holdings for WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $TSMAI | Taiwan Semiconductor | 4,936,408 | $2.4B | 7.1% | Reduced by 11% |
| $NVDAAI | NVIDIA Corporation | 8,599,021 | $1.7B | 5.2% | No change |
| $GOOGLAI | Alphabet Inc. | 3,191,012 | $1.1B | 3.4% | Increased by 27% |
| $AAPLAI | Apple Inc. | 3,259,914 | $943.3M | 2.8% | Reduced by 32% |
| $AVGOAI | Broadcom Inc. | 2,056,135 | $776.7M | 2.3% | Reduced by 7% |
| $MSFTAI | Microsoft Corporation | 2,048,642 | $764.2M | 2.3% | Reduced by 29% |
| $METAAI | Meta Platforms, Inc. | 950,115 | $535.2M | 1.6% | Reduced by 6% |
| $AMZNAI | Amazon.com, Inc. | 1,987,085 | $473.6M | 1.4% | Reduced by 37% |
| $AMDAI | Advanced Micro Devices | 763,517 | $443.5M | 1.3% | Reduced by 27% |
| $AMATAI | Applied Materials | 497,946 | $360.0M | 1.1% | Increased by 1325% |
| $SNOWAI | Snowflake Inc. | 901,087 | $229.3M | 0.7% | Reduced by 20% |
| $CRWDAI | CrowdStrike Holdings | 281,409 | $214.8M | 0.6% | New Position |
| $NOWAI | ServiceNow Inc. | 1,551,192 | $154.0M | 0.5% | Reduced by 35% |
| $TXNAI | Texas Instruments | 506,229 | $150.9M | 0.5% | Increased by 19% |
| $LRCXAI | Lam Research | 102,273 | $44.3M | 0.1% | Increased by 29% |
| $PANWAI | Palo Alto Networks | 111,465 | $38.0M | 0.1% | Reduced by 15% |
| $INTUAI | Intuit Inc. | 132,394 | $34.6M | 0.1% | Reduced by 75% |
| $CDNSAI | Cadence Design Systems | 49,478 | $18.6M | 0.1% | New Position |
| $MRVLAI | Marvell Technology | 58,923 | $17.6M | 0.1% | Reduced by 41% |
| $MUAI | Micron Technology | 14,060 | $16.2M | 0% | New Position |
| $ORCLAI | Oracle Corporation | 48,578 | $7.1M | 0% | Reduced by 13% |
| $CRMAI | Salesforce Inc. | 26,046 | $4.1M | 0% | Reduced by 10% |
| $ISRGAI | Intuitive Surgical | 8,631 | $3.4M | 0% | Reduced by 43% |
| $TSLAAI | Tesla, Inc. | 7,108 | $3.0M | 0% | New Position |
| $UBERAI | Uber Technologies | 28,663 | $2.1M | 0% | Reduced by 14% |
| $ASMLAI | ASML Holding NV | 992 | $2.0M | 0% | Reduced by 42% |
| $GOOGAI | Alphabet Inc. | 2,785 | $984.0K | 0% | Increased by 172% |