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Portfolio (Quarterly) Guide ↗

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

· CIK 0001644956
13F Portfolio $30.3B AUM 413 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 47 New 150 Added 201 Reduced 47 Exited
Page 13 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 370,369.0 $23.1M 0.08% -226K -37.9% $62.42 -1.5%
242 AIT APPLIED INDL TECHNOLOGIES IN Industrials 86,263.0 $22.9M 0.08% -52K -37.5% $265.32 +18.5%
243 CSTM CONSTELLIUM SE Basic Materials 918,090.0 $22.6M 0.07% NEW $24.58 +39.1%
244 MSI MOTOROLA SOLUTIONS INC Technology 51,961.0 $22.5M 0.07% +31K +153.1% $433.97 -6.3%
245 HR HEALTHCARE RLTY TR Real Estate 1,315,096.0 $22.3M 0.07% -819K -38.4% $16.99 +15.1%
246 EWBC EAST WEST BANCORP INC Financial Services 207,901.0 $22.2M 0.07% -123K -37.2% $106.76 +18.3%
247 FBNC FIRST BANCORP N C Financial Services 392,412.0 $22.1M 0.07% +13K +3.5% $56.35 +4.5%
248 BDC BELDEN INC Technology 190,528.0 $21.9M 0.07% -25K -11.4% $114.83 -5.8%
249 JBT MAREL CORPORATION 168,115.0 $21.5M 0.07% -102K -37.7% $127.87
250 SLVM SYLVAMO CORP Basic Materials 498,331.0 $21.0M 0.07% -203K -29.0% $42.24 -8.4%
251 AGX ARGAN INC Industrials 38,555.0 $21.0M 0.07% -25K -39.1% $544.65 +13.8%
252 PANW PALO ALTO NETWORKS INC Technology 130,453.0 $20.9M 0.07% -6K -4.7% $160.32 +66.1%
253 MMS MAXIMUS INC Industrials 324,170.0 $20.8M 0.07% +11K +3.4% $64.10 -6.9%
254 BRC BRADY CORP Industrials 254,182.0 $20.6M 0.07% -98K -27.9% $81.24 -7.3%
255 ULS UL SOLUTIONS INC Industrials 234,392.0 $20.1M 0.07% -142K -37.7% $85.71 +13.2%
256 INTR INTER & CO INC Financial Services 2,515,463.0 $20.0M 0.07% -3.1M -55.0% $7.96 -30.0%
257 NTST NETSTREIT CORP Real Estate 1,061,598.0 $20.0M 0.07% +33K +3.2% $18.83 +6.1%
258 AMPX AMPRIUS TECHNOLOGIES INC Industrials 1,170,131.0 $19.7M 0.07% +185K +18.8% $16.86 +11.7%
259 AEHR AEHR TEST SYS Technology 513,293.0 $19.0M 0.06% +18K +3.5% $37.08 +157.8%
260 REXR REXFORD INDL RLTY INC Real Estate 580,797.0 $19.0M 0.06% -354K -37.9% $32.73 +3.8%
Page 13 of 21  ·  413 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 36.8%
Industrials 12.9%
Healthcare 12.5%
Consumer Cyclical 9.9%
Financial Services 9.9%
Communication Services 5.1%
Consumer Defensive 4.4%
Basic Materials 4.3%
Energy 1.8%
Real Estate 1.3%