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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 19 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 8,522.0 $1.1M 0.00% -9K -50.3% $133.46 +22.4%
362 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 43,965.0 $952K 0.00% -51K -53.9% $21.66 +3.3%
363 RY ROYAL BK CDA Financial Services 5,778.0 $935K 0.00% -6K -50.3% $161.78 +20.7%
364 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 5,798.0 $912K 0.00% -28K -82.7% $157.28 -11.6%
365 EPI WISDOMTREE TR 21,000.0 $857K 0.00% $40.80 +1.6%
366 BCS BARCLAYS PLC Financial Services 40,378.0 $854K 0.00% -65K -61.8% $21.16 +14.5%
367 ACGL ARCH CAP GROUP LTD Financial Services 7,363.0 $707K 0.00% -581K -98.8% $95.99 -6.6%
368 APOS APOLLO GLOBAL MGMT INC Financial Services 6,275.0 $699K 0.00% -116.0 -1.8% $111.42 -77.2%
369 NTES NETEASE COM INC Technology 6,065.0 $679K 0.00% -972.0 -13.8% $111.94 +6.0%
370 FLEX FLEXTRONICS INTL LTD Technology 8,476.0 $555K 0.00% +214.0 +2.6% $65.46 +130.4%
371 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 4,726.0 $553K 0.00% +119.0 +2.6% $117.06 -1.3%
372 ESI ELEMENT SOLUTIONS INC Basic Materials 15,476.0 $528K 0.00% NEW $34.14 +17.6%
373 TKR TIMKEN CO Industrials 5,176.0 $521K 0.00% +130.0 +2.6% $100.57 +33.9%
374 IREN IREN LIMITED Financial Services 14,913.0 $511K 0.00% +2K +17.0% $34.28 +72.7%
375 NI NISOURCE INC Utilities 10,638.0 $496K 0.00% +270.0 +2.6% $46.66 -1.7%
376 PPL PPL CORP Utilities 12,465.0 $476K 0.00% +315.0 +2.6% $38.20 -7.5%
377 ALLE ALLEGION PLC Industrials 3,227.0 $469K 0.00% +80.0 +2.5% $145.29 -12.2%
378 REGCO REGENCY CTRS CORP Real Estate 6,137.0 $464K 0.00% +156.0 +2.6% $75.66 -70.9%
379 RGLD ROYAL GOLD INC Basic Materials 1,794.0 $457K 0.00% -769.0 -30.0% $254.49 -19.2%
380 JBHT HUNT J B TRANS SVCS INC Industrials 2,131.0 $452K 0.00% +55.0 +2.6% $211.90 +36.0%
Page 19 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%