Stephens Investment Management Group LLC Q1 2022 Filing
Filed May 4, 2022
Portfolio Value
$6.8B
Holdings
181
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (181 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | CELHCELSIUS HLDGS INC | 522,888 | $28.9B | 422.50% | |
| 102 | CHEFCHEFS WHSE INC | 868,556 | $28.3B | 414.62% | |
| 103 | AZEKAZEK CO INC | 1,119,382 | $27.8B | 407.15% | |
| 104 | AMBAAMBARELLA INC | 263,541 | $27.7B | 404.90% | |
| 105 | SDGRSCHRODINGER INC | 716,629 | $24.5B | 358.04% | |
| 106 | ILMNILLUMINA INC | 68,552 | $24.0B | 350.73% | |
| 107 | HUBGHUB GROUP INC | 306,121 | $23.6B | 346.11% | |
| 108 | MEGMONTROSE ENVIRONMENTAL GROUP | 442,503 | $23.4B | 342.97% | |
| 109 | UUNITY SOFTWARE INC | 226,306 | $22.5B | 328.77% | |
| 110 | PINGUSDPING IDENTITY HLDG CORP | 801,139 | $22.0B | 321.78% | |
| 111 | TOSTTOAST INC | 960,514 | $20.9B | 305.63% | |
| 112 | RNGRINGCENTRAL INC | 174,278 | $20.4B | 299.12% | |
| 113 | LSCCLATTICE SEMICONDUCTOR CORP | 331,801 | $20.2B | 296.13% | |
| 114 | PODDINSULET CORP | 75,866 | $20.2B | 295.94% | |
| 115 | MMSMAXIMUS INC | 263,203 | $19.7B | 288.87% | |
| 116 | AVOMISSION PRODUCE INC | 1,545,334 | $19.5B | 286.25% | |
| 117 | FTCHQFARFETCH LTD | 1,248,472 | $18.9B | 276.42% | |
| 118 | LNNLINDSAY CORP | 106,741 | $16.8B | 245.41% | |
| 119 | COUPEURCOUPA SOFTWARE INC | 161,667 | $16.4B | 240.59% | |
| 120 | CPRTCOPART INC | 129,810 | $16.3B | 238.49% | |
| 121 | LASRNLIGHT INC | 871,021 | $15.1B | 221.17% | |
| 122 | ICFIICF INTL INC | 157,479 | $14.8B | 217.09% | |
| 123 | MEDPMEDPACE HLDGS INC | 87,802 | $14.4B | 210.34% | |
| 124 | TQJSIGNATURE BK NEW YORK N Y | 40,405 | $11.9B | 173.64% | |
| 125 | ADSKAUTODESK INC | 51,983 | $11.1B | 163.17% | |
| 126 | FOXFFOX FACTORY HLDG CORP | 111,430 | $10.9B | 159.83% | |
| 127 | 8INSYNEOS HEALTH INC | 130,902 | $10.6B | 155.17% | |
| 128 | LMNRLIMONEIRA CO | 713,679 | $10.5B | 153.42% | |
| 129 | DSGDESCARTES SYS GROUP INC | 141,427 | $10.4B | 151.72% | |
| 130 | KEYSKEYSIGHT TECHNOLOGIES INC | 62,667 | $9.9B | 144.97% | |
| 131 | HSTMHEALTHSTREAM INC | 495,523 | $9.9B | 144.54% | |
| 132 | MNSTMONSTER BEVERAGE CORP NEW | 118,348 | $9.5B | 138.47% | |
| 133 | LPROOPEN LENDING CORP | 490,154 | $9.3B | 135.73% | |
| 134 | AKA2GBPA K A BRANDS HLDG CORP | 2,084,794 | $9.2B | 134.94% | |
| 135 | NXPINXP SEMICONDUCTORS N V | 48,713 | $9.0B | 132.02% | |
| 136 | ECPGENCORE CAP GROUP INC | 143,609 | $9.0B | 131.92% | |
| 137 | FASTFASTENAL CO | 149,089 | $8.9B | 129.68% | |
| 138 | ROSTROSS STORES INC | 95,656 | $8.7B | 126.71% | |
| 139 | BF/BBROWN FORMAN CORP | 128,733 | $8.6B | 126.34% | |
| 140 | VEEVVEEVA SYS INC | 40,235 | $8.5B | 125.17% | |
| 141 | LULULULULEMON ATHLETICA INC | 22,833 | $8.3B | 122.11% | |
| 142 | SPLKCHFSPLUNK INC | 55,714 | $8.3B | 121.25% | |
| 143 | ROPROPER TECHNOLOGIES INC | 16,840 | $8.0B | 116.44% | |
| 144 | HSICHENRY SCHEIN INC | 88,359 | $7.7B | 112.81% | |
| 145 | NSYNICE LTD | 33,950 | $7.4B | 108.87% | |
| 146 | SPOTSPOTIFY TECHNOLOGY S A | 47,835 | $7.2B | 105.78% | |
| 147 | ABMDEURABIOMED INC | 20,075 | $6.7B | 97.38% | |
| 148 | GTMZOOMINFO TECHNOLOGIES INC | 111,291 | $6.6B | 97.36% | |
| 149 | SPWHSPORTSMANS WHSE HLDGS INC | 604,888 | $6.5B | 94.68% | |
| 150 | KLACKLA CORP | 17,000 | $6.2B | 91.12% | |
| 151 | BLFSBIOLIFE SOLUTIONS INC | 253,259 | $5.8B | 84.30% | |
| 152 | —HYDROFARM HLDGS GROUP INC | 378,094 | $5.7B | 83.88% | |
| 153 | TERTERADYNE INC | 47,796 | $5.7B | 82.75% | |
| 154 | COOKTRAEGER INC | 729,438 | $5.4B | 79.47% | |
| 155 | PATHUIPATH INC | 247,309 | $5.3B | 78.18% | |
| 156 | DBXDROPBOX INC | 227,372 | $5.3B | 77.40% | |
| 157 | —GTY TECHNOLOGY HOLDINGS INC | 1,577,933 | $5.1B | 74.64% | |
| 158 | TKNOALPHA TEKNOVA INC | 365,856 | $5.1B | 73.98% | |
| 159 | BKRBAKER HUGHES COMPANY | 132,311 | $4.8B | 70.54% | |
| 160 | DOCUDOCUSIGN INC | 37,918 | $4.1B | 59.48% | |
| 161 | —NEOGAMES S A | 225,331 | $3.5B | 50.91% | |
| 162 | ISRGINTUITIVE SURGICAL INC | 10,415 | $3.1B | 46.01% | |
| 163 | CRWDCROWDSTRIKE HLDGS INC | 10,306 | $2.3B | 34.27% | |
| 164 | MSFTMICROSOFT CORP | 1,665 | $513.0M | 7.51% | |
| 165 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,026 | $211.0M | 3.09% | |
| 166 | CMECME GROUP INC | 866 | $206.0M | 3.02% | |
| 167 | UPSUNITED PARCEL SERVICE INC | 869 | $186.0M | 2.72% | |
| 168 | MLB1MERCADOLIBRE INC | 151 | $180.0M | 2.64% | |
| 169 | AMZNAMAZON COM INC | 50 | $163.0M | 2.39% | |
| 170 | PYPLPAYPAL HLDGS INC | 1,291 | $149.0M | 2.18% | |
| 171 | ADBEADOBE SYSTEMS INCORPORATED | 321 | $146.0M | 2.14% | |
| 172 | CRMSALESFORCE COM INC | 680 | $144.0M | 2.11% | |
| 173 | AMDADVANCED MICRO DEVICES INC | 1,258 | $138.0M | 2.02% | |
| 174 | NVDANVIDIA CORPORATION | 484 | $132.0M | 1.93% | |
| 175 | TJXTJX COS INC NEW | 2,135 | $129.0M | 1.89% | |
| 176 | RTXRAYTHEON TECHNOLOGIES CORP | 1,263 | $125.0M | 1.83% | |
| 177 | SHOPSHOPIFY INC | 175 | $118.0M | 1.73% | |
| 178 | XYZBLOCK INC | 856 | $116.0M | 1.70% | |
| 179 | ASMLASML HOLDING N V | 153 | $102.0M | 1.49% | |
| 180 | MDTMEDTRONIC PLC | 908 | $101.0M | 1.48% | |
| 181 | NFLXNETFLIX INC | 258 | $97.0M | 1.42% |
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