Portfolio (Quarterly) Guide ↗

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

· CIK 0001644956

13F Portfolio $33.3B AUM 403 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 47 New 100 Added 228 Reduced 57 Exited

Page 1 of 3 · 57 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	COHR	COHERENT CORP	Technology	668,137	$159.2M	0.53%	SOLD
2	VEEV	VEEVA SYS INC	Healthcare	643,325	$113.0M	0.37%	SOLD
3	DOCS	DOXIMITY INC	Healthcare	4,834,220	$112.6M	0.37%	SOLD
4	PLNT	PLANET FITNESS MASTER ISSUER	Consumer Cyclical	1,452,642	$108.0M	0.36%	SOLD
5	POOL	POOL CORP	Industrials	452,273	$91.5M	0.30%	SOLD
6	WMS	ADVANCED DRAIN SYS INC DEL	Industrials	655,684	$89.9M	0.30%	SOLD
7	PSN	PARSONS CORP DEL	Industrials	1,487,529	$80.6M	0.27%	SOLD
8	TYL	TYLER TECHNOLOGIES INC	Technology	215,748	$73.9M	0.24%	SOLD
9	INSP	INSPIRE MED SYS INC	Healthcare	1,137,384	$58.7M	0.19%	SOLD
10	SPOT	SPOTIFY TECHNOLOGY S A	Communication Services	106,941	$51.9M	0.17%	SOLD
11	BRBR	BELLRING BRANDS INC	Consumer Defensive	3,032,100	$48.8M	0.16%	SOLD
12	GFI	GOLD FIELDS LTD	Basic Materials	1,024,824	$46.5M	0.15%	SOLD
13	LPX	LOUISIANA PAC CORP	Basic Materials	596,108	$43.4M	0.14%	SOLD
14	BE	BLOOM ENERGY CORP	Industrials	317,721	$43.0M	0.14%	SOLD
15	SILA	SILA REALTY TRUST INC	Real Estate	1,387,324	$32.9M	0.11%	SOLD
16	THR	THERMON GROUP HLDGS INC	Industrials	647,539	$32.6M	0.11%	SOLD
17	ACVA	ACV AUCTIONS INC	Consumer Cyclical	7,212,623	$30.6M	0.10%	SOLD
18	PODD	INSULET CORP	Healthcare	139,130	$29.2M	0.10%	SOLD
19	SMPL	SIMPLY GOOD FOODS CO	Consumer Defensive	1,910,640	$27.4M	0.09%	SOLD
20	TPH	TRI POINTE HOMES INC	Consumer Cyclical	574,030	$26.8M	0.09%	SOLD

Page 1 of 3 · 57 positions

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Sector Allocation

Technology 38.4%

Healthcare 14.2%

Industrials 13.5%

Financial Services 8.6%

Consumer Cyclical 7.7%

Communication Services 5.8%

Consumer Defensive 4.0%

Basic Materials 3.6%

Energy 2.4%

Utilities 1.0%