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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 9 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 USLM UNITED STS LIME & MINERALS I Basic Materials 286,260.0 $37.4M 0.12% +13K +4.9% $130.61 -19.1%
162 HWC HANCOCK WHITNEY CORPORATION Financial Services 566,948.0 $36.1M 0.12% -68K -10.6% $63.59 +8.5%
163 IWF ISHARES TR 84,425.0 $36.0M 0.12% -27K -24.2% $426.40 -71.2%
164 RNST RENASANT CORP Financial Services 980,820.0 $35.4M 0.12% +33K +3.4% $36.13 +13.6%
165 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 435,565.0 $35.4M 0.12% +156K +55.9% $81.23 +0.9%
166 AUGO AURA MINERALS INC Basic Materials 428,060.0 $34.9M 0.12% -68K -13.8% $81.60 -28.1%
167 BCO BRINKS CO Industrials 333,287.0 $34.5M 0.11% -1.2M -78.4% $103.63 -2.2%
168 AVT AVNET INC Technology 556,770.0 $34.3M 0.11% +18K +3.3% $61.62 +41.3%
169 THG HANOVER INS GROUP INC Financial Services 195,760.0 $33.9M 0.11% +47K +31.2% $173.35 +10.1%
170 HUBG HUB GROUP INC Industrials 925,602.0 $33.4M 0.11% +300K +47.9% $36.04 +23.8%
171 VVX V2X INC Industrials 486,480.0 $33.3M 0.11% +16K +3.3% $68.50 +23.6%
172 BKV BKV CORP Energy 1,153,767.0 $32.9M 0.11% +52K +4.8% $28.52 -9.5%
173 SILA SILA REALTY TRUST INC Real Estate 1,387,324.0 $32.9M 0.11% +407K +41.5% $23.68 +27.8%
174 KN KNOWLES CORP Technology 1,274,700.0 $32.7M 0.11% +41K +3.4% $25.68 +48.8%
175 PBF PBF ENERGY INC Energy 686,814.0 $32.7M 0.11% -159K -18.8% $47.62 -11.0%
176 THR THERMON GROUP HLDGS INC Industrials 647,539.0 $32.6M 0.11% -240K -27.0% $50.40 +21.3%
177 KRG KITE REALTY GROUP TRUST Real Estate 1,325,260.0 $32.5M 0.11% +41K +3.2% $24.55 +13.6%
178 VSH VISHAY INTERTECHNOLOGY INC Technology 1,803,297.0 $32.5M 0.11% +209K +13.1% $18.00 +217.9%
179 VVV VALVOLINE INC Energy 958,268.0 $32.3M 0.11% +259K +37.0% $33.68 +7.4%
180 VCYT VERACYTE INC Healthcare 989,687.0 $31.9M 0.10% +199K +25.2% $32.21 +46.8%
Page 9 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%