LongLOPEJun 2026
Grand Canyon Education
Grand Canyon Education provides online program management and shared services to higher education institutions under a revenue-share model linked to partner enrollment. The…
William Blair Small Cap Growth Fund
Bottom-up U.S. small-cap growth investing with a quality bias, valuation sensitivity, contrarian stock selection and exposure to underappreciated growth companies.$1.2B AUM6 published ideas
William Blair Small Cap Growth Fund invests in high-quality U.S. small-cap growth companies that the manager believes can sustain more durable growth than the market expects. Its process combines fundamental research with valuation sensitivity and a contrarian bias, seeking durable businesses that can outperform over a market cycle.
Ideas from William Blair Small Cap Growth Fund
LongPENGJun 2026
Penguin Solutions
Penguin Solutions provides high-performance computing hardware and managed services to enterprises. Quarterly results were positive and revenue guidance was raised as Integrated…
LongTWSTJun 2026
Twist Bioscience Corp.
Twist Bioscience uses silicon-based miniaturized DNA manufacturing to achieve scale beyond legacy production technologies. The business continues to show broad momentum in DNA…
LongGTXJun 2026
Garrett Motion
Garrett Motion is benefiting from hybrid and internal combustion vehicle demand that has proved more durable than the market had priced. Commercial vehicle and industrial sales…
LongWFRDJun 2026
Weatherford International
Weatherford is a global oilfield-services provider with a leading position in Managed Pressure Drilling. The fund believes MPD adoption can accelerate from current low…
LongEYEJun 2026
National Vision Holdings
National Vision is a value-oriented optical retailer operating America's Best and Eyeglass World. Shares fell after same-store sales growth decelerated, but the fund believes the…
Letters covered
- Small Cap Growth Fund Quarterly ReviewJune 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.