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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 13 of 21  ·  403 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SR SPIRE INC Utilities 276,218.0 $21.6M 0.07% -74K -21.1% $78.09 +3.6%
242 ANIP ANI PHARMACEUTICALS INC Healthcare 258,173.0 $21.4M 0.06% -69K -21.1% $82.78 -9.0%
243 BDC BELDEN INC Technology 178,144.0 $21.4M 0.06% -12K -6.5% $119.91 +2.1%
244 TCBI TEXAS CAP BANCSHARES INC Financial Services 201,422.0 $20.8M 0.06% -105K -34.4% $103.26 -4.8%
245 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 405,168.0 $20.7M 0.06% -21K -4.9% $50.99 -2.3%
246 KN KNOWLES CORP Technology 494,516.0 $20.5M 0.06% -780K -61.2% $41.48 -19.7%
247 KEX KIRBY CORP Industrials 148,613.0 $20.2M 0.06% -39K -20.9% $135.97 +2.9%
248 FBK FB FINL CORP Financial Services 361,846.0 $20.0M 0.06% -359K -49.8% $55.35 +6.0%
249 FBNC FIRST BANCORP N C Financial Services 309,385.0 $19.8M 0.06% -83K -21.2% $63.93 +1.2%
250 MHO M/I HOMES INC Consumer Cyclical 122,870.0 $19.8M 0.06% +28K +29.2% $160.79 -5.2%
251 CTRI CENTURI HOLDINGS INC Utilities 652,696.0 $19.7M 0.06% -175K -21.1% $30.24 -29.4%
252 CARG CARGURUS INC Consumer Cyclical 572,846.0 $19.5M 0.06% -151K -20.9% $34.09 +8.1%
253 LZB LA Z BOY INC Consumer Cyclical 486,324.0 $19.5M 0.06% -258K -34.7% $40.12 -16.0%
254 WING WINGSTOP INC Consumer Cyclical 110,318.0 $19.1M 0.06% +12K +12.0% $173.41 -33.4%
255 HR HEALTHCARE RLTY TR Real Estate 943,623.0 $19.0M 0.06% -371K -28.2% $20.17 -3.9%
256 CHEF CHEFS WHSE INC Consumer Defensive 194,636.0 $18.7M 0.06% NEW $96.10 +15.1%
257 REXR REXFORD INDL RLTY INC Real Estate 556,914.0 $18.7M 0.06% -24K -4.1% $33.50 +11.1%
258 CDNS CADENCE DESIGN SYSTEM INC Technology 49,478.0 $18.6M 0.06% NEW $375.32 -15.0%
259 BRC BRADY CORP Industrials 200,272.0 $18.3M 0.06% -54K -21.2% $91.57 -0.3%
260 VVX V2X INC Industrials 240,495.0 $17.9M 0.05% -246K -50.6% $74.56 +5.3%
Page 13 of 21  ·  403 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%