LongVSHJun 2026
Vishay Intertechnology
Vishay supplies low-cost, highly reliable discrete semiconductors and passive components used in power conversion, filtering and system stability. The fund believes rising power…
William Blair Small-Mid Cap Core Fund
Bottom-up U.S. small- and mid-cap core equity focused on durable businesses, valuation sensitivity and long-term risk-adjusted outperformance.$252M AUM6 published ideas
William Blair Small-Mid Cap Core Fund invests in high-quality U.S. small- and mid-cap companies that the manager believes can sustain more durable returns on capital than the market expects. The strategy emphasizes superior management, high barriers to entry and differentiated products or services, while seeking attractive long-term risk/reward opportunities.
Ideas from William Blair Small-Mid Cap Core Fund
LongGTXJun 2026
Garrett Motion
Garrett Motion designs turbochargers for gas and diesel engines and is benefiting from stronger-than-expected durability in hybrid and internal combustion vehicle demand…
LongTWSTJun 2026
Twist Bioscience Corp.
Twist Bioscience's moat is based on miniaturized DNA manufacturing on silicon, allowing chemical reactions to occur at a scale beyond legacy technologies. The company is seeing…
LongCRCLJun 2026
Circle Internet Group
Circle operates the USDC stablecoin, a fully reserved U.S. dollar-backed digital currency issued across more than 30 public blockchains. The stock weakened during a broader…
LongLOPEJun 2026
Grand Canyon Education
Grand Canyon Education provides online program management and shared services to higher education institutions through a revenue-share model that scales with partner enrollment…
LongCGJun 2026
Carlyle Group
Carlyle is an alternative asset manager spanning corporate private equity, real assets and credit. The stock was pressured by redemption concerns across alternative managers and…
Letters covered
- Small-Mid Cap Core Fund Quarterly ReviewJune 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.