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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 5 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LTM LATAM AIRLINES GROUP SA Industrials 808,628.0 $47.1M 0.14% -73K -8.3% $58.27 -11.5%
82 AGYS AGILYSYS INC Technology 433,604.0 $45.3M 0.14% -198K -31.4% $104.50 +8.9%
83 FSV FIRSTSERVICE CORP NEW Real Estate 310,952.0 $44.2M 0.13% -282K -47.6% $142.11 +1.7%
84 PDFS PDF SOLUTIONS INC Technology 554,226.0 $39.2M 0.12% -701K -55.9% $70.79 -35.5%
85 MDA MDA SPACE LTD Technology 928,044.0 $38.3M 0.12% -35K -3.7% $41.28 -25.1%
86 PANW PALO ALTO NETWORKS INC Technology 111,465.0 $38.0M 0.11% -19K -14.6% $341.02 +4.9%
87 HUBG HUB GROUP INC Industrials 822,996.0 $36.0M 0.11% -103K -11.1% $43.79 -7.0%
88 SKY CHAMPION HOMES INC Consumer Cyclical 397,530.0 $35.0M 0.10% -379K -48.8% $88.12 +2.4%
89 SBCF SEACOAST BKG CORP FLA Financial Services 1,046,573.0 $34.8M 0.10% -281K -21.1% $33.25 +4.1%
90 INTU INTUIT Technology 132,394.0 $34.6M 0.10% -401K -75.2% $261.00 +40.6%
91 EBC EASTERN BANKSHARES INC Financial Services 1,547,993.0 $34.4M 0.10% -410K -20.9% $22.24 +2.2%
92 PENG PENGUIN SOLUTIONS INC Technology 450,030.0 $34.2M 0.10% -516K -53.4% $76.01 -30.8%
93 FN FABRINET Technology 59,519.0 $33.5M 0.10% -105K -63.9% $562.08 -22.3%
94 HWC HANCOCK WHITNEY CORPORATION Financial Services 446,909.0 $33.4M 0.10% -120K -21.2% $74.72 +0.9%
95 THG HANOVER INS GROUP INC Financial Services 154,277.0 $33.0M 0.10% -41K -21.2% $214.12 +4.2%
96 RNST RENASANT CORP Financial Services 772,965.0 $32.9M 0.10% -208K -21.2% $42.54 -2.4%
97 VVV VALVOLINE INC Energy 821,239.0 $32.5M 0.10% -137K -14.3% $39.54 -14.1%
98 IDA IDACORP INC Utilities 213,462.0 $32.3M 0.10% -9K -4.1% $151.30 -9.3%
99 KRG KITE REALTY GROUP TRUST Real Estate 1,047,774.0 $29.7M 0.09% -277K -20.9% $28.38 -7.9%
100 AIN ALBANY INTL CORP Consumer Cyclical 396,468.0 $29.5M 0.09% -106K -21.0% $74.50 -20.7%
Page 5 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%