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Portfolio (Quarterly) Guide ↗

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

· CIK 0001644956
13F Portfolio $35.9B AUM Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 413 New
Page 16 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 INVX INNOVEX INTERNATIONAL INC Energy 585,375.0 $12.8M 0.04% NEW $21.87 +11.0%
302 STRL STERLING INFRASTRUCTURE INC Industrials 41,254.0 $12.6M 0.04% NEW $306.23 +153.6%
303 ASR GRUPO AEROPORTUARIO DEL SURE Industrials 38,754.0 $12.5M 0.04% NEW $323.40 -4.5%
304 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 231,342.0 $12.5M 0.04% NEW $53.94 +33.4%
305 HDB HDFC BANK LTD Financial Services 338,403.0 $12.4M 0.03% NEW $36.54 -30.1%
306 ACADIAN ASSET MANAGEMENT INC 255,086.0 $12.0M 0.03% NEW $47.00
307 ARIS ARIS MNG CORP Basic Materials 716,467.0 $11.6M 0.03% NEW $16.23 -9.9%
308 DXCM DEXCOM INC Healthcare 171,573.0 $11.4M 0.03% NEW $66.37 +3.8%
309 WST WEST PHARMACEUTICAL SVSC INC Healthcare 41,242.0 $11.3M 0.03% NEW $275.14 +30.5%
310 EPC EDGEWELL PERS CARE CO Consumer Defensive 663,455.0 $11.3M 0.03% NEW $17.05 +61.3%
311 HUM HUMANA INC Healthcare 43,877.0 $11.2M 0.03% NEW $256.13 +59.8%
312 TOTALENERGIES SE 164,875.0 $10.8M 0.03% NEW $65.22
313 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 361,982.0 $10.6M 0.03% NEW $29.19 +32.8%
314 TITN TITAN MACHY INC Industrials 695,104.0 $10.5M 0.03% NEW $15.04 +33.6%
315 ATAT ATOUR LIFESTYLE HLDGS LTD Consumer Cyclical 255,330.0 $10.1M 0.03% NEW $39.40 -16.6%
316 AEHR AEHR TEST SYS Technology 495,672.0 $10.0M 0.03% NEW $20.19 +318.2%
317 XP XP INC Financial Services 596,760.0 $9.8M 0.03% NEW $16.37 -0.7%
318 IIIV I3 VERTICALS INC Technology 386,385.0 $9.7M 0.03% NEW $25.19 -12.8%
319 MRVL MARVELL TECHNOLOGY INC Technology 108,429.0 $9.2M 0.03% NEW $84.98 +220.1%
320 AMAT APPLIED MATLS INC Technology 35,164.0 $9.0M 0.03% NEW $256.99 +153.3%
Page 16 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 39.2%
Healthcare 12.0%
Consumer Cyclical 11.0%
Industrials 10.7%
Financial Services 10.4%
Communication Services 5.8%
Consumer Defensive 4.0%
Basic Materials 3.1%
Real Estate 1.4%
Energy 1.2%