LongAMDJun 2026
Advanced Micro Devices
AMD is the second-largest GPU supplier behind NVIDIA and has exposure to both server CPUs and AI accelerators. Quarterly results showed accelerating Data Center momentum, while…
William Blair Growth Fund
Bottom-up U.S. growth investing across the market-cap spectrum, using a broad opportunity set to select high-quality companies with durable growth and moderate portfolio risk.$216M AUM6 published ideas
William Blair Growth Fund invests in high-quality U.S. growth companies across market capitalizations, allowing the team to express high-conviction ideas in large-, mid- and small-cap stocks. The strategy emphasizes durable business franchises, strong management, barriers to entry and differentiated products or services that the market may underappreciate.
Ideas from William Blair Growth Fund
LongPDFSJun 2026
PDF Solutions, Inc.
PDF Solutions provides data software and engineering services that help semiconductor companies improve yield, performance and efficiency across the product lifecycle. Revenue…
LongTWSTJun 2026
Twist Bioscience Corp.
Twist Bioscience's moat is its silicon-based miniaturized DNA manufacturing technology, which enables much greater scale than legacy methods. The company continues to show broad…
LongCCJJun 2026
Cameco
Cameco is exposed to uranium mining, trading and processing as nuclear power becomes more important for reliable, low-carbon electricity. The fund believes nuclear energy is…
LongINTUJun 2026
Intuit
Intuit remains a leading provider of tax, personal-finance and small-business software, but the investment case is being tested by AI concerns and softness in DIY tax…
LongCGJun 2026
Carlyle Group
Carlyle is an alternative asset manager spanning corporate private equity, real assets and credit. Shares fell on redemption concerns and a mixed earnings report, with…
Letters covered
- Growth Fund Quarterly ReviewJune 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.