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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 19 of 21  ·  403 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 ACGL ARCH CAP GROUP LTD Financial Services 7,384.0 $717K 0.00% $97.06 +2.4%
362 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 5,798.0 $714K 0.00% $123.11 +31.0%
363 ESI ELEMENT SOLUTIONS INC Basic Materials 14,740.0 $704K 0.00% -736.0 -4.8% $47.75 -26.1%
364 IREN IREN LIMITED Financial Services 14,913.0 $682K 0.00% $45.73 -8.4%
365 JBHT HUNT J B TRANS SVCS INC Industrials 1,888.0 $546K 0.00% -243.0 -11.4% $289.43 -4.8%
366 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 4,746.0 $535K 0.00% $112.74 +18.2%
367 JBL JABIL INC Technology 1,339.0 $516K 0.00% +7.0 +0.5% $385.48 -18.7%
368 NI NISOURCE INC Utilities 10,686.0 $508K 0.00% $47.55 -14.6%
369 REGCO REGENCY CTRS CORP 6,168.0 $492K 0.00% +31.0 +0.5% $79.74
370 HST HOST HOTELS & RESORTS INC Real Estate 20,522.0 $487K 0.00% $23.71 -2.1%
371 KO COCA COLA CO Consumer Defensive 5,952.0 $484K 0.00% -12K -67.2% $81.27 +12.1%
372 DOV DOVER CORP Industrials 2,153.0 $483K 0.00% +11.0 +0.5% $224.28 -10.0%
373 STM STMICROELECTRONICS N V Technology 6,125.0 $459K 0.00% -811.0 -11.7% $74.89 -32.5%
374 PPL PPL CORP Utilities 12,529.0 $455K 0.00% +64.0 +0.5% $36.35 -5.4%
375 ALLE ALLEGION PLC Industrials 3,241.0 $455K 0.00% $140.49 +15.5%
376 ICLR ICON PUB LTD CO Healthcare 2,589.0 $450K 0.00% $173.71 -0.9%
377 DOC HEALTHPEAK PROPERTIES INC Real Estate 20,733.0 $444K 0.00% $21.40 +0.0%
378 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 8,873.0 $443K 0.00% $49.98 +4.7%
379 CCK CROWN HLDGS INC Consumer Cyclical 3,854.0 $431K 0.00% $111.82 +6.8%
380 TSEM TOWER SEMICONDUCTOR LTD Technology 1,614.0 $421K 0.00% -82K -98.1% $260.64 -14.6%
Page 19 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%