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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 3 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TSLA TESLA INC Consumer Cyclical 7,108.0 $3.0M 0.01% NEW $420.60 -13.7%
42 HONEYWELL INTL INC 7,287.0 $1.6M 0.01% NEW $223.90
43 HONEYWELL AEROSPACE INC 7,291.0 $1.6M 0.01% NEW $221.08
44 GEV GE VERNOVA INC Utilities 1,101.0 $1.3M 0.00% NEW $1174.86 -18.6%
45 IX ORIX CORP Financial Services 27,725.0 $1.1M 0.00% NEW $38.04 +1.2%
46 HPE HEWLETT PACKARD ENTERPRISE C Technology 8,300.0 $374K 0.00% NEW $45.11 +18.5%
47 USFD US FOODS HLDG CORP Consumer Defensive 2,098.0 $215K 0.00% NEW $102.25 +7.2%
Page 3 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%