Portfolio (Quarterly) Guide ↗

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

· CIK 0001644956

13F Portfolio $30.3B AUM 413 positions Filed May 8, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 47 New 150 Added 201 Reduced 47 Exited

Page 1 of 3 · 47 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SE	SEA LTD	Consumer Cyclical	2,370,876	$302.4M	0.84%	SOLD
2	WAY	WAYSTAR HLDG CORP	Technology	5,282,220	$173.0M	0.48%	SOLD
3	FOLD	AMICUS THERAPEUTICS INC	Healthcare	10,627,717	$151.3M	0.42%	SOLD
4	WAL	WESTERN ALLIANCE BANCORP	Financial Services	1,711,503	$143.9M	0.40%	SOLD
5	CWAN	CLEARWATER ANALYTICS HLDGS I	Technology	5,880,506	$141.8M	0.40%	SOLD
6	TER	TERADYNE INC	Technology	684,578	$132.5M	0.37%	SOLD
7	OWL	BLUE OWL CAPITAL INC	Financial Services	7,615,956	$113.8M	0.32%	SOLD
8	EXLS	EXLSERVICE HOLDINGS INC	Technology	2,584,072	$109.7M	0.31%	SOLD
9	PEN	PENUMBRA INC	Healthcare	345,974	$107.6M	0.30%	SOLD
10	—	BROOKFIELD ASSET MANAGMT LTD	—	1,835,120	$96.1M	0.27%	SOLD
11	—	CADENCE BANK	—	2,137,482	$91.6M	0.26%	SOLD
12	MZTI	MARZETTI COMPANY	Consumer Defensive	547,629	$90.0M	0.25%	SOLD
13	TME	TENCENT MUSIC ENTMT GROUP	Communication Services	3,592,177	$63.0M	0.18%	SOLD
14	CECO	CECO ENVIRONMENTAL CORP	Industrials	706,273	$42.3M	0.12%	SOLD
15	GXO	GXO LOGISTICS INCORPORATED	Industrials	618,514	$32.6M	0.09%	SOLD
16	CTRE	CARETRUST REIT INC	Real Estate	835,850	$30.2M	0.08%	SOLD
17	RMBS	RAMBUS INC DEL	Technology	316,397	$29.1M	0.08%	SOLD
18	—	DIGITALBRIDGE GROUP INC	—	1,865,445	$28.6M	0.08%	SOLD
19	SRAD	SPORTRADAR GROUP AG	Technology	1,118,791	$26.6M	0.07%	SOLD
20	—	ELME COMMUNITIES	—	1,463,037	$25.5M	0.07%	SOLD

Page 1 of 3 · 47 positions

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Sector Allocation

Technology 36.8%

Industrials 12.9%

Healthcare 12.5%

Consumer Cyclical 9.9%

Financial Services 9.9%

Communication Services 5.1%

Consumer Defensive 4.4%

Basic Materials 4.3%

Energy 1.8%

Real Estate 1.3%