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 2 of 3 · 57 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	IIIV	I3 VERTICALS INC	Technology	1,176,960	$26.3M	0.09%	SOLD
22	WSC	WILLSCOT HLDGS CORP	Industrials	1,494,201	$25.9M	0.09%	SOLD
23	AMPX	AMPRIUS TECHNOLOGIES INC	Industrials	1,170,131	$19.7M	0.07%	SOLD
24	AEHR	AEHR TEST SYS	Technology	513,293	$19.0M	0.06%	SOLD
25	LITE	LUMENTUM HLDGS INC	Technology	26,579	$18.7M	0.06%	SOLD
26	—	BOYD GROUP SERVICES INC	—	135,248	$17.3M	0.06%	SOLD
27	OMF	ONEMAIN HLDGS INC	Financial Services	271,107	$14.5M	0.05%	SOLD
28	JBI	JANUS INTERNATIONAL GROUP IN	Industrials	2,729,756	$14.1M	0.05%	SOLD
29	TXRH	TEXAS ROADHOUSE INC	Consumer Cyclical	82,567	$13.6M	0.04%	SOLD
30	SANM	SANMINA CORP	Technology	101,655	$13.2M	0.04%	SOLD
31	SLGN	SILGAN HLDGS INC	Consumer Cyclical	291,669	$11.3M	0.04%	SOLD
32	WAFD	WAFD INC	Financial Services	352,838	$11.1M	0.04%	SOLD
33	TGB	TASEKO MINES LTD	Basic Materials	1,513,112	$9.8M	0.03%	SOLD
34	DSGX	DESCARTES SYS GROUP INC	Technology	128,192	$9.2M	0.03%	SOLD
35	QTRX	QUANTERIX CORP	Healthcare	2,083,699	$7.3M	0.02%	SOLD
36	GEF	GREIF INC	Consumer Cyclical	92,705	$6.2M	0.02%	SOLD
37	VRRM	VERRA MOBILITY CORP	Technology	388,617	$5.6M	0.02%	SOLD
38	TKO	TKO GROUP HOLDINGS INC	Communication Services	22,676	$4.6M	0.01%	SOLD
39	CAAP	CORPORACION AMER ARPTS S A	Industrials	176,983	$4.5M	0.01%	SOLD
40	FIGR	FIGURE TECHNOLOGY SOLUTIO	Financial Services	120,255	$4.1M	0.01%	SOLD

Page 2 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%