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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  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 STANDARDAERO INC 884,307.0 $26.4M 0.08% NEW $29.91
22 HAE HAEMONETICS CORP MASS Healthcare 332,075.0 $24.9M 0.07% NEW $75.00 +45.1%
23 EEFT EURONET WORLDWIDE INC Technology 315,386.0 $23.1M 0.07% NEW $73.19 -4.3%
24 CTRE CARETRUST REIT INC Real Estate 570,637.0 $23.0M 0.07% NEW $40.35 -1.9%
25 CHEF CHEFS WHSE INC Consumer Defensive 194,636.0 $18.7M 0.06% NEW $96.10 +15.1%
26 CDNS CADENCE DESIGN SYSTEM INC Technology 49,478.0 $18.6M 0.06% NEW $375.32 -15.0%
27 ADUS ADDUS HOMECARE CORP Healthcare 176,206.0 $17.7M 0.05% NEW $100.47 +20.2%
28 CBT CABOT CORP Basic Materials 185,077.0 $16.8M 0.05% NEW $90.82 -6.2%
29 MU MICRON TECHNOLOGY INC Technology 14,060.0 $16.2M 0.05% NEW $1154.29 -16.2%
30 XPEL XPEL INC Consumer Cyclical 307,175.0 $15.2M 0.05% NEW $49.60 +3.5%
31 DNOW DNOW INC Energy 991,490.0 $12.9M 0.04% NEW $12.97 +20.9%
32 CECO CECO ENVIRONMENTAL CORP Industrials 134,020.0 $12.2M 0.04% NEW $90.74 -21.2%
33 ERO ERO COPPER CORP Basic Materials 439,640.0 $11.8M 0.04% NEW $26.75 +47.4%
34 SOXX ISHARES TR 17,641.0 $11.3M 0.03% NEW $640.76 -18.8%
35 LINCOLN INTL INC 408,441.0 $9.7M 0.03% NEW $23.87
36 TREKOR METALS LTD 1,199,189.0 $8.3M 0.03% NEW $6.88
37 LIVN LIVANOVA PLC Healthcare 90,431.0 $7.4M 0.02% NEW $82.23 -4.2%
38 ASX ASE TECHNOLOGY HLDG CO LTD Technology 154,072.0 $7.0M 0.02% NEW $45.12 -19.1%
39 GCMG GCM GROSVENOR INC Financial Services 438,148.0 $5.4M 0.02% NEW $12.30 +11.6%
40 EMBJ EMBRAER S.A. Industrials 50,807.0 $3.2M 0.01% NEW $63.80 +19.0%
Page 2 of 3  ·  47 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 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%