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Stephens Investment Management Group LLC
институционален инвеститор · портфейл $9.33 млрд · 176 позиции · отчет към 30.06.2026
Позиции в Акции отчет за 30.06.2026, подаден на 29.07.2026; промяна — спрямо 31.03.2026 · 187
| Компания | Акции | Стойност | % от портфейла | Промяна за Тримесечието |
|---|---|---|---|---|
| RBC Bearings Incorporated US:RBC | 267 280 | $172 млн | 1.85% | +2 242 |
| FirstCash Inc US:FCFS | 745 635 | $161 млн | 1.73% | −86 596 |
| LIGAND PHARMACEUTICALS INC US:LGND | 475 609 | $150 млн | 1.61% | −19 061 |
| Exelixis Inc US:EXEL | 2 710 011 | $147 млн | 1.58% | +185 511 |
| CREDO TECHNOLOGY GROUP HOLDI CUSIP G25457105 | 512 263 | $139 млн | 1.49% | +78 595 |
| Lattice Semiconductor Corpor… US:LSCC | 858 613 | $131 млн | 1.41% | −19 991 |
| REPLIGEN CORP US:RGEN | 937 084 | $128 млн | 1.37% | +181 513 |
| ICON PUB LTD CO CUSIP G4705A100 | 720 261 | $125 млн | 1.34% | +121 085 |
| Astera Labs, Inc. US:ALAB | 254 996 | $123 млн | 1.32% | −14 889 |
| MACOM Technology Solutions H… US:MTSI | 316 408 | $120 млн | 1.29% | −199 412 |
| BWX Technologies Inc US:BWXT | 600 434 | $117 млн | 1.25% | +41 808 |
| TECHNIPFMC PLC CUSIP G87110105 | 1 694 154 | $112 млн | 1.20% | +151 298 |
| Burlington Stores Inc US:BURL | 353 673 | $112 млн | 1.20% | +43 859 |
| Live Nation Entertainment, I… US:LYV | 595 369 | $109 млн | 1.17% | +42 543 |
| Halozyme Therapeutics Inc US:HALO | 1 392 819 | $109 млн | 1.17% | +174 151 |
| Heico Corporation US:HEI-A | 414 821 | $107 млн | 1.15% | +22 469 |
| Travere Therapeutics Inc US:TVTX | 1 875 304 | $107 млн | 1.14% | +76 838 |
| Ollie's Bargain Outlet Hldg US:OLLI | 1 385 647 | $107 млн | 1.14% | +259 392 |
| FIVE BELOW, INC US:FIVE | 576 176 | $104 млн | 1.11% | +105 |
| Ryan Specialty Group Holding… US:RYAN | 2 716 484 | $103 млн | 1.10% | +292 147 |
| Leonardo DRS, Inc. US:DRS | 2 401 901 | $102 млн | 1.10% | +283 570 |
| Take-Two Interactive Softwar… US:TTWO | 398 529 | $99.6 млн | 1.07% | +15 828 |
| Medpace Holdings, Inc. US:MEDP | 185 522 | $98.3 млн | 1.05% | +22 725 |
| Evercore Partners Inc US:EVR | 282 832 | $96.6 млн | 1.04% | +23 024 |
| Illumina Inc US:ILMN | 537 926 | $94.6 млн | 1.01% | +148 572 |
| AeroVironment Inc US:AVAV | 567 423 | $93.7 млн | 1.00% | +76 997 |
| Axon Enterprise Inc. US:AXON | 165 210 | $92.6 млн | 0.99% | +61 724 |
| Palomar Holdings Inc US:PLMR | 732 301 | $92.6 млн | 0.99% | +17 387 |
| JFROG LTD CUSIP M6191J100 | 1 013 628 | $92.1 млн | 0.99% | +119 623 |
| Generac Holdings Inc US:GNRC | 314 253 | $92.0 млн | 0.99% | +24 871 |
| Everpure, Inc. US:P | 1 151 867 | $90.8 млн | 0.97% | +70 167 |
| Varonis Systems US:VRNS | 2 158 912 | $90.6 млн | 0.97% | +166 152 |
| Forgent Power Solutions, Inc… US:FPS | 1 616 102 | $90.3 млн | 0.97% | +810 685 |
| ROCKWELL AUTOMATION, INC US:ROK | 181 002 | $89.6 млн | 0.96% | +15 975 |
| Okta, Inc. US:OKTA | 645 472 | $88.1 млн | 0.94% | +201 645 |
| Texas Roadhouse Inc US:TXRH | 444 559 | $85.9 млн | 0.92% | +40 559 |
| Cognex Corporation US:CGNX | 1 175 213 | $85.1 млн | 0.91% | +76 752 |
| Karman Holdings Inc. US:KRMN | 1 704 717 | $85.1 млн | 0.91% | +894 580 |
| Manhattan Associates Inc US:MANH | 606 425 | $84.4 млн | 0.91% | +103 747 |
| VIKING HOLDINGS LTD CUSIP G93A5A101 | 802 838 | $84.0 млн | 0.90% | −150 278 |
| Bloom Energy Corp US:BE | 276 883 | $83.8 млн | 0.90% | −220 567 |
| Piper Sandler Companies US:PIPR | 1 148 867 | $83.1 млн | 0.89% | +28 979 |
| iRhythm Technologies Inc US:IRTC | 693 437 | $82.5 млн | 0.88% | +131 907 |
| AAON Inc US:AAON | 643 256 | $81.6 млн | 0.87% | +9 142 |
| DexCom Inc US:DXCM | 1 204 553 | $81.1 млн | 0.87% | +130 088 |
| Wingstop Inc US:WING | 462 635 | $80.2 млн | 0.86% | +265 742 |
| Kratos Defense & Security So… US:KTOS | 1 604 024 | $80.0 млн | 0.86% | +715 089 |
| Vertiv Holdings Co US:VRT | 238 519 | $79.9 млн | 0.86% | −251 200 |
| Boot Barn Holdings Inc US:BOOT | 485 103 | $79.7 млн | 0.85% | +53 115 |
| Twist Bioscience Corp US:TWST | 767 364 | $78.9 млн | 0.85% | нова |
| JB Hunt Transport Services I… US:JBHT | 269 491 | $78.0 млн | 0.84% | +56 119 |
| Verisk Analytics Inc US:VRSK | 430 995 | $77.4 млн | 0.83% | +33 551 |
| Xometry Inc US:XMTR | 799 180 | $77.1 млн | 0.83% | +20 460 |
| Expand Energy Corporation US:EXE | 814 640 | $74.3 млн | 0.80% | +55 539 |
| FABRINET CUSIP G3323L100 | 130 124 | $73.1 млн | 0.78% | −4 164 |
| Guidewire Software Inc US:GWRE | 593 454 | $73.0 млн | 0.78% | +68 636 |
| Hubbell Inc US:HUBB | 137 758 | $72.1 млн | 0.77% | +12 471 |
| Sitime Corporation US:SITM | 94 484 | $70.4 млн | 0.76% | +24 599 |
| Onto Innovation Inc US:ONTO | 185 477 | $70.2 млн | 0.75% | +50 108 |
| Supernus Pharmaceuticals Inc US:SUPN | 1 485 821 | $69.1 млн | 0.74% | +134 490 |
| Saia Inc US:SAIA | 161 359 | $68.0 млн | 0.73% | +20 033 |
| Dutch Bros Inc US:BROS | 934 504 | $67.1 млн | 0.72% | +601 447 |
| Tractor Supply Company US:TSCO | 2 116 776 | $66.9 млн | 0.72% | +599 915 |
| BIO-TECHNE Corp US:TECH | 944 697 | $66.7 млн | 0.72% | −159 360 |
| HealthEquity Inc US:HQY | 729 080 | $65.9 млн | 0.71% | +44 461 |
| GENIUS SPORTS LIMITED CUSIP G3934V109 | 10 691 861 | $64.8 млн | 0.69% | +3 093 502 |
| Microchip Technology Inc US:MCHP | 705 930 | $64.4 млн | 0.69% | +54 000 |
| VSE Corporation US:VSEC | 280 307 | $64.1 млн | 0.69% | +6 587 |
| Power Integrations Inc US:POWI | 755 549 | $63.3 млн | 0.68% | +10 380 |
| AMBARELLA INC CUSIP G037AX101 | 721 711 | $61.9 млн | 0.66% | +246 570 |
| Rubrik, Inc. US:RBRK | 768 696 | $61.7 млн | 0.66% | +69 307 |
| SailPoint, Inc. US:SAIL | 4 154 901 | $60.8 млн | 0.65% | +1 259 201 |
| Toast Inc US:TOST | 2 170 232 | $60.4 млн | 0.65% | +161 361 |
| SPORTRADAR GROUP AG CUSIP H8088L103 | 4 015 656 | $60.1 млн | 0.64% | +899 359 |
| Tradeweb Markets Inc US:TW | 590 071 | $58.8 млн | 0.63% | +60 224 |
| JAMES HARDIE INDS PLC CUSIP G4253H101 | 2 241 488 | $58.7 млн | 0.63% | +122 755 |
| IDEXX Laboratories Inc US:IDXX | 110 154 | $58.0 млн | 0.62% | +8 057 |
| Virtu Financial, Inc. US:VIRT | 970 734 | $57.8 млн | 0.62% | +454 368 |
| SiteOne Landscape Supply Inc US:SITE | 502 344 | $57.5 млн | 0.62% | +66 346 |
| Globus Medical US:GMED | 723 451 | $57.2 млн | 0.61% | +8 750 |
| Magnolia Oil & Gas Corp US:MGY | 2 219 966 | $56.8 млн | 0.61% | +47 846 |
| MongoDB US:MDB | 165 640 | $55.6 млн | 0.60% | +24 613 |
| RAMBUS INC US:RMBS | 409 436 | $54.3 млн | 0.58% | +1 653 |
| Archrock Inc US:AROC | 1 332 301 | $54.2 млн | 0.58% | +72 376 |
| Viper Energy Ut US:VNOM | 1 245 624 | $52.8 млн | 0.57% | +13 896 |
| Dynatrace, Inc. US:DT | 1 178 107 | $51.7 млн | 0.55% | +76 247 |
| Insulet Corporation US:PODD | 337 747 | $51.4 млн | 0.55% | +160 040 |
| Antero Resources Corp US:AR | 1 407 811 | $49.5 млн | 0.53% | +226 896 |
| CIENA CORP US:CIEN | 100 771 | $49.4 млн | 0.53% | −65 400 |
| Zeta Global Holdings Corp US:ZETA | 2 426 427 | $47.8 млн | 0.51% | +396 757 |
| Herc Holdings Inc US:HRI | 322 420 | $46.2 млн | 0.50% | нова |
| Maximus Inc US:MMS | 854 785 | $46.0 млн | 0.49% | +138 396 |
| BALCHEM CORP US:BCPC | 270 501 | $45.7 млн | 0.49% | +4 415 |
| Tyler Technologies Inc US:TYL | 153 284 | $44.8 млн | 0.48% | +9 962 |
| Bright Horizons Family Solut… US:BFAM | 596 653 | $42.3 млн | 0.45% | +37 275 |
| SentinelOne Inc US:S | 2 442 034 | $41.4 млн | 0.44% | +54 118 |
| Nutanix, Inc. US:NTNX | 808 805 | $41.2 млн | 0.44% | +59 733 |
| Coherent Inc US:COHR | 103 359 | $40.8 млн | 0.44% | +5 711 |
| Installed Building Products… US:IBP | 175 271 | $40.3 млн | 0.43% | +4 463 |
| Teradyne Inc US:TER | 82 466 | $39.9 млн | 0.43% | +1 666 |
| Ross Stores Inc US:ROST | 184 454 | $39.3 млн | 0.42% | +28 919 |
| Guardant Health Inc US:GH | 254 310 | $38.2 млн | 0.41% | нова |
| Powell Industries Inc US:POWL | 131 046 | $37.5 млн | 0.40% | +71 269 |
| Viavi Solutions Inc US:VIAV | 768 676 | $36.7 млн | 0.39% | нова |
| EZCORP Inc US:EZPW | 1 038 856 | $35.9 млн | 0.38% | −395 598 |
| Procore Technologies Inc US:PCOR | 863 591 | $35.1 млн | 0.38% | +320 432 |
| Academy Sports Outdoors Inc US:ASO | 741 238 | $34.9 млн | 0.37% | −263 667 |
| Protagonist Therapeutics Inc US:PTGX | 281 832 | $34.5 млн | 0.37% | нова |
| Fastenal Company US:FAST | 698 428 | $33.5 млн | 0.36% | +214 879 |
| Silicon Motion Technology US:SIMO · депозитарна разписка | 99 098 | $33.0 млн | 0.35% | нова |
| Braze Inc US:BRZE | 1 520 241 | $33.0 млн | 0.35% | +149 255 |
| Cadence Design Systems Inc US:CDNS | 84 755 | $31.8 млн | 0.34% | +15 974 |
| BULLISH CUSIP G16910120 | 1 355 974 | $31.8 млн | 0.34% | +177 375 |
| nLIGHT Inc US:LASR | 456 139 | $31.8 млн | 0.34% | −40 192 |
| Mirion Technologies Inc US:MIR | 1 678 373 | $30.1 млн | 0.32% | +303 497 |
| Robinhood Markets, Inc. US:HOOD | 274 500 | $27.5 млн | 0.30% | +109 088 |
| Baker Hughes Co US:BKR | 469 272 | $26.0 млн | 0.28% | +101 566 |
| Keysight Technologies, Inc. US:KEYS | 74 261 | $26.0 млн | 0.28% | +16 044 |
| First Watch Restaurant Group… US:FWRG | 1 953 921 | $25.2 млн | 0.27% | +294 122 |
| L3Harris Technologies Inc US:LHX | 86 017 | $25.0 млн | 0.27% | +18 617 |
| Encore Capital Group Inc US:ECPG | 264 755 | $24.7 млн | 0.26% | −1 036 323 |
| KORNIT DIGITAL LTD CUSIP M6372Q113 | 1 514 468 | $24.6 млн | 0.26% | +48 016 |
| Vistra Corp. US:VST | 152 780 | $24.2 млн | 0.26% | +32 943 |
| Palo Alto Networks Inc US:PANW | 67 371 | $23.0 млн | 0.25% | +13 644 |
| Monolithic Power Systems Inc US:MPWR | 16 400 | $22.7 млн | 0.24% | +3 575 |
| Fortinet, Inc. US:FTNT | 145 450 | $22.3 млн | 0.24% | +73 691 |
| PTC Inc US:PTC | 196 341 | $22.3 млн | 0.24% | −76 747 |
| SPOTIFY TECHNOLOGY S A CUSIP L8681T102 | 46 906 | $21.5 млн | 0.23% | +13 420 |
| Zscaler, Inc. US:ZS | 147 062 | $20.8 млн | 0.22% | нова |
| BIOLIFE SOLUTIONS INC US:BLFS | 708 666 | $20.0 млн | 0.21% | +35 537 |
| Park Aerospace Corp US:PKE | 496 355 | $18.9 млн | 0.20% | −48 802 |
| Agilysys Inc US:AGYS | 174 363 | $18.2 млн | 0.20% | +11 552 |
| Solaris Energy Infrastructur… US:SEI | 221 900 | $17.9 млн | 0.19% | −5 979 |
| Diamondback Energy Inc US:FANG | 100 010 | $17.6 млн | 0.19% | +21 180 |
| CAMTEK LTD CUSIP M20791105 | 106 612 | $17.4 млн | 0.19% | +51 894 |
| TAT TECHNOLOGIES LTD CUSIP M8740S227 | 358 456 | $17.3 млн | 0.19% | +168 124 |
| American Superconductor Corp… US:AMSC | 402 762 | $16.7 млн | 0.18% | +94 247 |
| Descartes Systems Group Inc US:DSGX | 223 367 | $15.5 млн | 0.17% | +4 797 |
| Copart Inc US:CPRT | 547 560 | $15.4 млн | 0.17% | +100 158 |
| Hub Group Inc US:HUBG | 344 070 | $15.1 млн | 0.16% | +17 563 |
| Onterris US:ONT | 736 768 | $14.9 млн | 0.16% | +41 788 |
| Veeva Systems Inc Class A US:VEEV | 80 861 | $14.4 млн | 0.15% | +23 992 |
| Henry Schein Inc US:HSIC | 168 831 | $14.1 млн | 0.15% | +31 167 |
| CrowdStrike Holdings, Inc. US:CRWD | 18 469 | $14.1 млн | 0.15% | +3 592 |
| United Rentals Inc US:URI | 12 283 | $13.9 млн | 0.15% | нова |
| Netskope Inc US:NTSK | 1 100 154 | $12.0 млн | 0.13% | +122 368 |
| Lindsay Corporation US:LNN | 96 978 | $12.0 млн | 0.13% | +6 704 |
| Axogen Inc US:AXGN | 258 905 | $12.0 млн | 0.13% | +11 019 |
| IMPINJ INC US:PI | 82 897 | $11.9 млн | 0.13% | +3 366 |
| Twilio Inc US:TWLO | 56 272 | $11.6 млн | 0.12% | нова |
| Autodesk Inc US:ADSK | 55 535 | $10.8 млн | 0.12% | +19 997 |
| GULFPORT ENERGY CORP US:GPOR | 59 433 | $10.1 млн | 0.11% | +10 253 |
| GLOBAL E ONLINE LTD CUSIP M5216V106 | 287 790 | $9.99 млн | 0.11% | +14 759 |
| Amprius Technologies Inc. US:AMPX | 714 324 | $9.90 млн | 0.11% | −178 784 |
| Resmed Inc US:RMD | 45 984 | $8.96 млн | 0.10% | −226 569 |
| York Space Systems Inc. US:YSS | 348 762 | $8.59 млн | 0.09% | −223 085 |
| PAR Technology Corporation US:PAR | 483 261 | $8.42 млн | 0.09% | +24 640 |
| Titan Machinery Inc US:TITN | 390 987 | $8.26 млн | 0.09% | −289 482 |
| Datadog, Inc. US:DDOG | 24 563 | $6.40 млн | 0.07% | нова |
| Snowflake Inc. US:SNOW | 25 112 | $6.39 млн | 0.07% | нова |
| Vishay Precision Group Inc US:VPG | 35 957 | $5.39 млн | 0.06% | нова |
| Taiwan Semiconductor Manufac… US:TSM · депозитарна разписка | 2 566 | $1.23 млн | 0.01% | +57 |
| NVIDIA Corporation US:NVDA | 4 731 | $947 хил. | 0.01% | +205 |
| Microsoft Corporation US:MSFT | 1 829 | $682 хил. | 0.01% | +86 |
| Alphabet Inc. US:GOOGL | 1 819 | $650 хил. | 0.01% | +69 |
| Amazon.com, Inc. US:AMZN | 2 598 | $619 хил. | 0.01% | +110 |
| Marvell Technology, Inc. US:MRVL | 2 007 | $598 хил. | 0.01% | −184 735 |
| ASML HLDG NV CUSIP N07059210 | 273 | $543 хил. | 0.01% | +14 |
| Meta Platforms, Inc. US:META | 580 | $327 хил. | 0.00% | +19 |
| Palantir Technologies Inc. US:PLTR | 2 663 | $311 хил. | 0.00% | +114 |
| MercadoLibre Inc. US:MELI | 168 | $285 хил. | 0.00% | +8 |
| The TJX Companies Inc US:TJX | 1 846 | $280 хил. | 0.00% | +111 |
| RTX Corporation US:RTX | 1 471 | $279 хил. | 0.00% | +88 |
| Shopify Inc US:SHOP | 2 418 | $276 хил. | 0.00% | +117 |
| Advanced Micro Devices Inc US:AMD | 422 | $245 хил. | 0.00% | нова |
| Tesla, Inc. US:TSLA | 505 | $212 хил. | 0.00% | нова |
| Revolve Group LLC US:RVLV | 0 (беше 200 619) | — | — | продадена |
| Silicon Laboratories Inc US:SLAB | 0 (беше 202 029) | — | — | продадена |
| Tenable Holdings Inc US:TENB | 0 (беше 633 122) | — | — | продадена |
| Via Transportation, Inc. US:VIA | 0 (беше 335 591) | — | — | продадена |
| Azenta Inc US:AZTA | 0 (беше 1 024 048) | — | — | продадена |
| CME GROUP INC. US:CME | 0 (беше 821) | — | — | продадена |
| CoStar Group Inc US:CSGP | 0 (беше 872 463) | — | — | продадена |
| Domino's Pizza Inc US:DPZ | 0 (беше 125 665) | — | — | продадена |
| Kinsale Capital Group Inc US:KNSL | 0 (беше 122 957) | — | — | продадена |
| POOL CORP US:POOL | 0 (беше 107 671) | — | — | продадена |
| Reddit, Inc. US:RDDT | 0 (беше 132 091) | — | — | продадена |
В компаниите от нашата база данни 4
| Компания | Дял | Акции | Дата на Доклада |
|---|---|---|---|
| Palomar Holdings Inc | 2.78% | 732 301 | 2026-06-30 |
| Tat Techno | 2.76% | 358 456 | 2026-06-30 |
| Supernus Pharmaceuticals Inc | 2.55% | 1 485 821 | 2026-06-30 |
| Ambarella Inc | 1.64% | 721 711 | 2026-06-30 |
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