Ownership history in BLAIR WILLIAM & CO/IL Β· 42 quarters on record
This page tracks every 13F SEC filing in which BLAIR WILLIAM & CO/IL reported a position in GLOBANT S A (GLOB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π BLAIR WILLIAM & CO/IL outperformed the S&P 500 by +0.9% annually on this GLOB position. Timing score: 54% (22/41 decisions correct). Average cost basis: $68.94. Maximum drawdown during holding period: β81.7%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
41 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
22 of 41 add/trim decisions correct
Best entry: $30.43 (2015 Q2) Β· Worst: $314.09 (2021 Q4)
πͺ Held through 2 major drawdowns (>20%).
20 adds Β· 22 trims. Bought during 6 of 16 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size