BLAIR WILLIAM & CO/IL

data from 30/09/2025

Capitalization

$ 37.569 B 4.35 %

Average holding period

25 ans

Performance

$ 68.164 B 242 399.53 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in BLAIR WILLIAM & CO/IL

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MSFT MICROSOFT CORP 4.97% 1.868 B $ 3607106 2013/06/30 75.930 M $ 4.13 %
2025/09/30 AAPL APPLE INC 4.06% 1.526 B $ 5992795 2013/06/30 298.089 M $ 24.11 %
2025/09/30 AMZN AMAZON COM INC 3.51% 1.319 B $ 6006885 2013/06/30 1.102 M $ 0.08 %
2025/09/30 NVDA NVIDIA CORPORATION 2.80% 1.053 B $ 5645112 2016/03/31 160.079 M $ 18.10 %
2025/09/30 GOOG ALPHABET INC 2.04% 766.197 M $ 3145955 2015/12/31 210.391 M $ 37.30 %
2025/09/30 JPM JPMORGAN CHASE & CO. 1.94% 727.671 M $ 2306918 2013/06/30 59.455 M $ 8.80 %
2025/09/30 V VISA INC 1.78% 669.840 M $ 1962153 2013/06/30 -28.311 M $ -3.85 %
2025/09/30 IDXX IDEXX LABS INC 1.75% 659.197 M $ 1031786 2013/06/30 110.806 M $ 19.12 %
2025/09/30 GOOGL ALPHABET INC 1.63% 614.064 M $ 2525974 2015/12/31 168.856 M $ 37.94 %
2025/09/30 SPY SPDR S&P 500 ETF TR 1.52% 572.478 M $ 859344 2013/06/30 41.548 M $ 7.82 %
2025/09/30 MA MASTERCARD INCORPORATED 1.48% 555.498 M $ 976597 2013/06/30 6.920 M $ 1.22 %
2025/09/30 COST COSTCO WHSL CORP NEW 1.36% 510.539 M $ 551558 2013/06/30 -35.498 M $ -6.50 %
2025/09/30 META META PLATFORMS INC 1.33% 498.539 M $ 678857 2013/06/30 -2.139 M $ -0.50 %
2025/09/30 UBER UBER TECHNOLOGIES INC 1.11% 416.127 M $ 4247493 2019/06/30 20.193 M $ 5.01 %
2025/09/30 GEV GE VERNOVA INC 1.03% 386.231 M $ 628121 2024/06/30 54.263 M $ 16.21 %
2025/09/30 VEEV VEEVA SYS INC 1.02% 384.081 M $ 1289252 2015/03/31 12.760 M $ 3.45 %
2025/09/30 NOW SERVICENOW INC 0.98% 367.266 M $ 399081 2016/09/30 -35.336 M $ -10.49 %
2025/09/30 PGR PROGRESSIVE CORP 0.95% 355.400 M $ 1439156 2019/12/31 -29.973 M $ -7.46 %
2025/09/30 FAST FASTENAL CO 0.91% 341.591 M $ 6965564 2013/06/30 48.034 M $ 16.76 %
2025/09/30 APH AMPHENOL CORP NEW 0.91% 340.500 M $ 2751514 2013/06/30 74.286 M $ 25.32 %
2025/09/30 SYK STRYKER CORPORATION 0.90% 339.913 M $ 919505 2013/06/30 -23.994 M $ -6.56 %
2025/09/30 WSO WATSCO INC 0.86% 323.422 M $ 799956 2013/06/30 -30.104 M $ -8.45 %
2025/09/30 HD HOME DEPOT INC 0.83% 310.333 M $ 765895 2013/06/30 29.273 M $ 10.51 %
2025/09/30 IVV ISHARES TR 0.80% 298.717 M $ 446312 2013/06/30 21.109 M $ 7.80 %
2025/09/30 AVGO BROADCOM INC 0.78% 293.526 M $ 889716 2018/12/31 50.703 M $ 19.68 %
2025/09/30 ABBV ABBVIE INC 0.78% 292.570 M $ 1263581 2013/06/30 57.740 M $ 24.74 %
2025/09/30 ICE INTERCONTINENTAL EXCHANGE IN 0.78% 291.431 M $ 1729769 2013/12/31 -26.276 M $ -8.17 %
2025/09/30 DHR DANAHER CORPORATION 0.72% 270.843 M $ 1366102 2013/06/30 990.521 K $ 0.36 %
2025/09/30 GWRE GUIDEWIRE SOFTWARE INC 0.71% 266.188 M $ 1158043 2013/06/30 -6.566 M $ -2.37 %
2025/09/30 CSGP COSTAR GROUP INC 0.70% 263.949 M $ 3128473 2013/06/30 11.399 M $ 4.94 %
2025/09/30 PSTG PURE STORAGE INC 0.69% 258.558 M $ 3085052 2017/12/31 81.957 M $ 45.55 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.67% 252.054 M $ 1237864 2013/06/30 -1.181 M $ -0.50 %
2025/09/30 FI FISERV INC 0.66% 249.482 M $ 1935022 2013/06/30 -91.635 M $ -25.22 %
2025/09/30 WMT WALMART INC 0.66% 247.991 M $ 2406279 2013/06/30 12.857 M $ 5.40 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.62% 233.671 M $ 703490 2013/06/30 8.944 M $ 4.13 %
2025/09/30 BX BLACKSTONE INC 0.62% 232.638 M $ 1361649 2019/09/30 28.841 M $ 14.22 %
2025/09/30 LLY ELI LILLY & CO 0.61% 228.556 M $ 299549 2013/06/30 -5.033 M $ -2.12 %
2025/09/30 TDG TRANSDIGM GROUP INC 0.61% 227.555 M $ 172649 2012/09/30 -35.044 M $ -13.32 %
2025/09/30 APP APPLOVIN CORP 0.61% 227.337 M $ 316388 2023/09/30 56.440 M $ 105.25 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.60% 223.837 M $ 445234 2013/06/30 7.511 M $ 3.49 %
2025/09/30 TYL TYLER TECHNOLOGIES INC 0.59% 222.190 M $ 424708 2014/06/30 -29.598 M $ -11.75 %
2025/09/30 BWXT BWX TECHNOLOGIES INC 0.58% 219.597 M $ 1191068 2016/09/30 40.455 M $ 27.98 %
2025/09/30 ECL ECOLAB INC 0.58% 217.484 M $ 794143 2013/06/30 3.559 M $ 1.64 %
2025/09/30 ABT ABBOTT LABS 0.57% 214.064 M $ 1598206 2013/06/30 -3.319 M $ -1.52 %
2025/09/30 CPRT COPART INC 0.57% 213.093 M $ 4738566 2013/06/30 -20.837 M $ -8.36 %
2025/09/30 WDAY WORKDAY INC 0.57% 212.548 M $ 882933 2013/06/30 778.996 K $ 0.30 %
2025/09/30 CTAS CINTAS CORP 0.55% 206.482 M $ 1005955 2013/06/30 -17.867 M $ -7.90 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.55% 204.834 M $ 458006 2013/06/30 -44.822 M $ -17.70 %
2025/09/30 VOO VANGUARD INDEX FDS 0.54% 202.097 M $ 330019 2013/09/30 13.473 M $ 7.81 %
2025/09/30 ZTS ZOETIS INC 0.53% 199.457 M $ 1363155 2013/06/30 -15.715 M $ -6.18 %
2025/09/30 AON AON PLC 0.50% 188.907 M $ 529773 2020/06/30 -102.237 K $ -0.05 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 0.49% 182.413 M $ 3044272 2011/09/30 8.604 M $ 5.10 %
2025/09/30 NFLX NETFLIX INC 0.48% 178.917 M $ 149232 2014/09/30 -21.067 M $ -10.47 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.47% 175.830 M $ 948277 2013/06/30 31.130 M $ 21.39 %
2025/09/30 INTU INTUIT 0.46% 170.923 M $ 250286 2013/06/30 -26.739 M $ -13.30 %
2025/09/30 AAON AAON INC 0.45% 169.995 M $ 1819292 2024/06/30 44.895 M $ 26.70 %
2025/09/30 ANET ARISTA NETWORKS INC 0.43% 162.112 M $ 1112568 2024/12/31 50.230 M $ 42.42 %
2025/09/30 VEU VANGUARD INTL EQUITY INDEX F 0.43% 161.743 M $ 2266265 2013/06/30 8.531 M $ 6.17 %
2025/09/30 QQQ INVESCO QQQ TR 0.42% 159.449 M $ 265585 2018/06/30 13.176 M $ 8.83 %
2025/09/30 AMT AMERICAN TOWER CORP NEW 0.40% 150.404 M $ 782048 2013/06/30 -22.190 M $ -12.99 %
2025/09/30 VTV VANGUARD INDEX FDS 0.40% 149.995 M $ 804306 2013/06/30 8.033 M $ 5.52 %
2025/09/30 RYAN RYAN SPECIALTY HOLDINGS INC 0.40% 149.962 M $ 2660791 2021/09/30 -32.729 M $ -17.11 %
2025/09/30 CRM SALESFORCE INC 0.39% 145.683 M $ 614695 2013/06/30 -23.398 M $ -13.09 %
2025/09/30 VIG VANGUARD SPECIALIZED FUNDS 0.38% 143.848 M $ 666611 2013/06/30 7.067 M $ 5.43 %
2025/09/30 ORCL ORACLE CORP 0.38% 143.550 M $ 510419 2013/06/30 32.509 M $ 28.64 %
2025/09/30 BA BOEING CO 0.38% 143.528 M $ 665006 2013/06/30 4.146 M $ 3.01 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.38% 142.648 M $ 928397 2013/06/30 -5.558 M $ -3.56 %
2025/09/30 DXCM DEXCOM INC 0.38% 141.938 M $ 2109343 2013/06/30 -44.161 M $ -22.91 %
2025/09/30 ADBE ADOBE INC 0.37% 138.741 M $ 393313 2013/06/30 -19.296 M $ -8.82 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.35% 129.720 M $ 459740 2013/06/30 -6.002 M $ -4.28 %
2025/09/30 CWAN CLEARWATER ANALYTICS HLDGS I 0.34% 128.566 M $ 7134647 2023/12/31 -15.205 M $ -17.83 %
2025/09/30 IRTC IRHYTHM TECHNOLOGIES INC 0.34% 127.397 M $ 740721 2019/12/31 13.330 M $ 11.71 %
2025/09/30 ROL ROLLINS INC 0.33% 124.793 M $ 2124489 2018/03/31 5.035 M $ 4.11 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.32% 122.006 M $ 153206 2013/06/30 13.291 M $ 12.52 %
2025/09/30 IWM ISHARES TR 0.32% 121.091 M $ 500461 2013/06/30 12.917 M $ 12.13 %
2025/09/30 TSLA TESLA INC 0.32% 119.192 M $ 268015 2013/09/30 36.028 M $ 40.00 %
2025/09/30 IWF ISHARES TR 0.31% 117.476 M $ 250798 2022/09/30 10.918 M $ 10.32 %
2025/09/30 ORLY OREILLY AUTOMOTIVE INC 0.31% 117.023 M $ 1085453 2013/06/30 19.088 M $ 19.62 %
2025/09/30 UNP UNION PAC CORP 0.30% 114.403 M $ 484001 2013/06/30 3.132 M $ 2.73 %
2025/09/30 LYV LIVE NATION ENTERTAINMENT IN 0.30% 114.058 M $ 698032 2017/03/31 8.510 M $ 8.01 %
2025/09/30 LIN LINDE PLC 0.30% 113.453 M $ 238849 2023/03/31 1.397 M $ 1.24 %
2025/09/30 CRWD CROWDSTRIKE HLDGS INC 0.29% 110.529 M $ 225394 2019/09/30 -3.309 M $ -3.72 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.29% 110.383 M $ 447619 2012/09/30 -30.724 M $ -17.49 %
2025/09/30 XOM EXXON MOBIL CORP 0.29% 108.609 M $ 963274 2013/06/30 4.806 M $ 4.59 %
2025/09/30 ITW ILLINOIS TOOL WKS INC 0.29% 107.484 M $ 412195 2012/09/30 5.695 M $ 5.46 %
2025/09/30 WM WASTE MGMT INC DEL 0.28% 107.014 M $ 484597 2013/06/30 -3.226 M $ -3.49 %
2025/09/30 MCD MCDONALDS CORP 0.28% 104.526 M $ 343959 2013/06/30 4.010 M $ 4.01 %
2025/09/30 SPGI S&P GLOBAL INC 0.28% 104.403 M $ 214509 2017/03/31 -8.359 M $ -7.70 %
2025/09/30 IUSV ISHARES TR 0.28% 104.182 M $ 1042342 2013/06/30 5.583 M $ 5.62 %
2025/09/30 CVX CHEVRON CORP NEW 0.28% 103.847 M $ 668728 2013/06/30 7.900 M $ 8.45 %
2025/09/30 KO COCA COLA CO 0.27% 100.917 M $ 1521663 2012/09/30 -6.866 M $ -6.26 %
2025/09/30 VRSK VERISK ANALYTICS INC 0.27% 99.772 M $ 396691 2013/06/30 -22.994 M $ -19.26 %
2025/09/30 AME AMETEK INC 0.26% 99.503 M $ 529273 2013/06/30 4.857 M $ 3.89 %
2025/09/30 ROK ROCKWELL AUTOMATION INC 0.26% 97.588 M $ 279199 2013/06/30 4.807 M $ 5.23 %
2025/09/30 VUG VANGUARD INDEX FDS 0.26% 96.989 M $ 202226 2013/06/30 7.801 M $ 9.40 %
2025/09/30 GD GENERAL DYNAMICS CORP 0.26% 96.893 M $ 284145 2013/06/30 13.794 M $ 16.92 %
2025/09/30 QCOM QUALCOMM INC 0.26% 96.369 M $ 579279 2013/06/30 3.110 M $ 4.46 %
2025/09/30 VTI VANGUARD INDEX FDS 0.25% 95.653 M $ 291473 2013/06/30 6.553 M $ 7.98 %
2025/09/30 MDB MONGODB INC 0.25% 93.117 M $ 300010 2019/12/31 36.254 M $ 47.81 %
2025/09/30 PCOR PROCORE TECHNOLOGIES INC 0.24% 89.366 M $ 1225529 2023/03/31 4.961 M $ 6.58 %