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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 12 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ESI ELEMENT SOLUTIONS INC Basic Materials 14,740.0 $704K 0.00% -736.0 -4.8% $47.75 -26.1%
222 JBHT HUNT J B TRANS SVCS INC Industrials 1,888.0 $546K 0.00% -243.0 -11.4% $289.43 -4.8%
223 KO COCA COLA CO Consumer Defensive 5,952.0 $484K 0.00% -12K -67.2% $81.27 +12.1%
224 STM STMICROELECTRONICS N V Technology 6,125.0 $459K 0.00% -811.0 -11.7% $74.89 -32.5%
225 TSEM TOWER SEMICONDUCTOR LTD Technology 1,614.0 $421K 0.00% -82K -98.1% $260.64 -14.6%
226 TECH BIO-TECHNE CORP Healthcare 4,060.0 $287K 0.00% -2.5M -99.8% $70.65 +2.4%
227 STT STATE STR CORP Financial Services 1,379.0 $234K 0.00% -447.0 -24.5% $169.60 +10.3%
228 IWF ISHARES TR 1,608.0 $200K 0.00% -83K -98.1% $124.17 -1.4%
Page 12 of 12  ·  228 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%