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Portfolio (Quarterly) Guide ↗

BLAIR WILLIAM & CO/IL

· CIK 0000902367
13F Portfolio $38.4B AUM 2,054 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 167 New 809 Added 641 Reduced 91 Exited
Page 62 of 100  ·  1,998 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 APLD APPLIED DIGITAL CORP Technology 13,693.0 $511K 0.00% -2K -9.9% $37.30 -26.6%
1222 THW ABRDN WORLD HEALTHCARE FUND Financial Services 38,000.0 $509K 0.00% $13.40 +5.5%
1223 THE BALDWIN INSURANCE GRP IN 19,152.0 $509K 0.00% -3K -12.8% $26.58
1224 TELADOC HEALTH INC 525,000.0 $509K 0.00% $0.97
1225 EFAV ISHARES TR 5,789.0 $508K 0.00% +43.0 +0.8% $87.71 +7.6%
1226 EWW ISHARES INC 6,746.0 $508K 0.00% +73.0 +1.1% $75.26 +3.3%
1227 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 2,798.0 $507K 0.00% -109.0 -3.8% $181.15 +14.5%
1228 EZM WISDOMTREE TR 6,682.0 $506K 0.00% -110.0 -1.6% $75.78 +1.3%
1229 CINF CINCINNATI FINL CORP Financial Services 2,733.0 $506K 0.00% +513.0 +23.1% $185.14 -6.8%
1230 BLUE OWL CAPITAL CORPORATION 46,380.0 $504K 0.00% +567.0 +1.2% $10.87
1231 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 95,624.0 $501K 0.00% +831.0 +0.9% $5.24 -20.1%
1232 VIA VIA TRANSN INC Technology 27,587.0 $500K 0.00% +8K +40.4% $18.14 +49.7%
1233 BCS BARCLAYS PLC Financial Services 18,594.0 $499K 0.00% NEW $26.86 +1.1%
1234 RIOT RIOT PLATFORMS INC Financial Services 18,191.0 $498K 0.00% +454.0 +2.6% $27.38 -24.3%
1235 FRT FEDERAL RLTY INVT TR NEW Real Estate 4,034.0 $498K 0.00% +1K +34.6% $123.44 -4.5%
1236 EGP EASTGROUP PPTYS INC Real Estate 2,447.0 $496K 0.00% -60.0 -2.4% $202.54 -0.3%
1237 BILL BILL HOLDINGS INC Technology 13,680.0 $495K 0.00% +1K +10.2% $36.16 +32.9%
1238 CUBE CUBESMART Real Estate 12,432.0 $494K 0.00% NEW $39.77 +2.4%
1239 LIBERTY MEDIA CORP DEL 5,189.0 $494K 0.00% +218.0 +4.4% $95.13
1240 MORN MORNINGSTAR INC Financial Services 3,162.0 $493K 0.00% +1K +53.3% $156.01 +36.0%
Page 62 of 100  ·  1,998 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.6%
Financial Services 16.7%
Industrials 16.1%
Healthcare 11.5%
Consumer Cyclical 8.5%
Communication Services 5.4%
Consumer Defensive 4.4%
Utilities 3.1%
Basic Materials 2.0%
Energy 1.5%