Stephens Investment Management Group LLC

Stephens Investment Management Group LLC reported 176 holdings worth US$9.33B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 29, 2026

Stephens Investment Management Group LLC reported 176 holdings worth US$9.33B as of Jun 30, 2026. Largest: Rbc Bearings Incorporated, Firstcash Holdings, Inc. and Ligand Pharmaceuticals Incorporated. Filed Jul 29, 2026 (Form 13F).

Holdings
176
Value as reported
US$9.33B

The filing in full

CompanySharesValue as reported% of portfolio
Rbc Bearings Incorporated267KUS$172M1.8%
Firstcash Holdings, Inc.746KUS$161M1.7%
Ligand Pharmaceuticals Incorporated476KUS$150M1.6%
Exelixis, Inc.2.71MUS$147M1.6%
Credo Technology Group Holding Ltd512KUS$139M1.5%
Lattice Semiconductor Corporation859KUS$131M1.4%
Repligen Corporation937KUS$128M1.4%
Astera Labs, Inc.255KUS$123M1.3%
Macom Technology Solutions Holdings, Inc.316KUS$120M1.3%
Bwx Technologies, Inc.600KUS$117M1.3%
Burlington Stores, Inc.354KUS$112M1.2%
Live Nation Entertainment, Inc.595KUS$109M1.2%
Halozyme Therapeutics, Inc.1.39MUS$109M1.2%
Heico Corporation415KUS$107M1.1%
Travere Therapeutics, Inc.1.88MUS$107M1.1%
Ollie's Bargain Outlet Holdings, Inc.1.39MUS$107M1.1%
Five Below, Inc.576KUS$104M1.1%
Ryan Specialty Holdings, Inc.2.72MUS$103M1.1%
Leonardo Drs, Inc.2.4MUS$102M1.1%
Take-two Interactive Software, Inc.399KUS$99.6M1.1%
Medpace Holdings, Inc.186KUS$98.3M1.1%
Evercore Inc.283KUS$96.6M1.0%
Illumina, Inc.538KUS$94.6M1.0%
Aerovironment, Inc.567KUS$93.7M1.0%
Axon Enterprise, Inc.165KUS$92.6M0.99%
Palomar Holdings, Inc.732KUS$92.6M0.99%
Generac Holdings Inc.314KUS$92M0.99%
Everpure, Inc.1.15MUS$90.8M0.97%
Varonis Systems, Inc.2.16MUS$90.6M0.97%
Forgent Power Solutions, Inc.1.62MUS$90.3M0.97%
Rockwell Automation, Inc.181KUS$89.6M0.96%
Okta, Inc.645KUS$88.1M0.94%
Texas Roadhouse, Inc.445KUS$85.9M0.92%
Cognex Corporation1.18MUS$85.1M0.91%
Karman Holdings Inc.1.7MUS$85.1M0.91%
Manhattan Associates, Inc.606KUS$84.4M0.91%
Viking Holdings Ltd803KUS$84M0.90%
Bloom Energy Corporation277KUS$83.8M0.90%
Piper Sandler Companies1.15MUS$83.1M0.89%
Irhythm Holdings, Inc.693KUS$82.5M0.88%
Aaon, Inc.643KUS$81.6M0.87%
Dexcom, Inc.1.2MUS$81.1M0.87%
Wingstop Inc.463KUS$80.2M0.86%
Kratos Defense & Security Solutions, Inc.1.6MUS$80M0.86%
Vertiv Holdings, Llc239KUS$79.9M0.86%
Boot Barn Holdings, Inc.485KUS$79.7M0.85%
Twist Bioscience Corporation767KUS$78.9M0.85%
J.b. Hunt Transport Services, Inc.269KUS$78M0.84%
Verisk Analytics, Inc.431KUS$77.4M0.83%
Xometry, Inc.799KUS$77.1M0.83%
Expand Energy Corporation815KUS$74.3M0.80%
Fabrinet130KUS$73.1M0.78%
Guidewire Software, Inc.593KUS$73M0.78%
Hubbell Inc138KUS$72.1M0.77%
Sitime Corporation94,484US$70.4M0.76%
Onto Innovation Inc.185KUS$70.2M0.75%
Supernus Pharmaceuticals, Inc.1.49MUS$69.1M0.74%
Saia, Inc.161KUS$68M0.73%
Dutch Bros Inc.935KUS$67.1M0.72%
Tractor Supply Company2.12MUS$66.9M0.72%
Bio-techne Corp945KUS$66.7M0.72%
Healthequity, Inc.729KUS$65.9M0.71%
Microchip Technology Incorporated706KUS$64.4M0.69%
Vse Corporation280KUS$64.1M0.69%
Power Integrations, Inc.756KUS$63.3M0.68%
Ambarella, Inc.722KUS$61.9M0.66%
Rubrik, Inc.769KUS$61.7M0.66%
Sailpoint, Inc.4.15MUS$60.8M0.65%
Toast, Inc.2.17MUS$60.4M0.65%
Tradeweb Markets Inc.590KUS$58.8M0.63%
Idexx Laboratories, Inc.110KUS$58M0.62%
Virtu Financial, Inc.971KUS$57.8M0.62%
Siteone Landscape Supply, Inc.502KUS$57.5M0.62%
Globus Medical, Inc.723KUS$57.2M0.61%
Magnolia Oil & Gas Corporation2.22MUS$56.8M0.61%
Mongodb, Inc.166KUS$55.6M0.60%
Rambus, Inc.409KUS$54.3M0.58%
Archrock, Inc.1.33MUS$54.2M0.58%
Viper Energy, Inc.1.25MUS$52.8M0.57%
Dynatrace, Inc.1.18MUS$51.7M0.55%
Insulet Corporation338KUS$51.4M0.55%
Antero Resources Corporation1.41MUS$49.5M0.53%
Ciena Corporation101KUS$49.4M0.53%
Zeta Global Holdings Corp.2.43MUS$47.8M0.51%
Herc Holdings Inc.322KUS$46.2M0.50%
Maximus, Inc.855KUS$46M0.49%
Balchem Corporation271KUS$45.7M0.49%
Tyler Technologies, Inc.153KUS$44.8M0.48%
Bright Horizons Family Solutions Inc.597KUS$42.3M0.45%
Sentinelone, Inc.2.44MUS$41.4M0.44%
Nutanix, Inc.809KUS$41.2M0.44%
Coherent Corp.103KUS$40.8M0.44%
Installed Building Products, Inc.175KUS$40.3M0.43%
Teradyne, Inc.82,466US$39.9M0.43%
Ross Stores, Inc.184KUS$39.3M0.42%
Guardant Health, Inc.254KUS$38.2M0.41%
Powell Industries, Inc.131KUS$37.5M0.40%
Viavi Solutions Inc.769KUS$36.7M0.39%
Ezcorp, Inc.1.04MUS$35.9M0.38%
Procore Technologies, Inc.864KUS$35.1M0.38%

Every holding of Stephens Investment Management Group LLC

Source

View original at SEC

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