Stephens Investment Management Group LLC Q2 2021 Filing
Filed August 9, 2021
Portfolio Value
$7.3B
Holdings
184
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (184 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | ILMNILLUMINA INC | 69,654 | $33.0B | 451.30% | |
| 102 | GWREGUIDEWIRE SOFTWARE INC | 280,911 | $31.7B | 433.54% | |
| 103 | IPGPIPG PHOTONICS CORP | 146,356 | $30.8B | 422.36% | |
| 104 | MNSTMONSTER BEVERAGE CORP NEW | 334,812 | $30.6B | 418.77% | |
| 105 | LASRNLIGHT INC | 831,549 | $30.2B | 413.07% | |
| 106 | JBHTHUNT J B TRANS SVCS INC | 183,458 | $29.9B | 409.31% | |
| 107 | SPSCSPS COMM INC | 270,922 | $27.1B | 370.39% | |
| 108 | PXDEURPIONEER NAT RES CO | 166,453 | $27.1B | 370.39% | |
| 109 | AVOMISSION PRODUCE INC | 1,257,449 | $26.0B | 356.57% | |
| 110 | IAA-WUSDIAA INC | 459,405 | $25.1B | 343.07% | |
| 111 | FOXFFOX FACTORY HLDG CORP | 158,040 | $24.6B | 336.84% | |
| 112 | MEGMONTROSE ENVIRONMENTAL GROUP | 448,773 | $24.1B | 329.72% | |
| 113 | MMSMAXIMUS INC | 267,776 | $23.6B | 322.53% | |
| 114 | UUNITY SOFTWARE INC | 213,659 | $23.5B | 321.30% | |
| 115 | LULULULULEMON ATHLETICA INC | 62,842 | $22.9B | 314.02% | |
| 116 | ANGI1EURANGI INC | 1,695,817 | $22.9B | 313.92% | |
| 117 | PODDINSULET CORP | 82,418 | $22.6B | 309.78% | |
| 118 | FTCHQFARFETCH LTD | 432,305 | $21.8B | 298.09% | |
| 119 | RBCRBC BEARINGS INC | 104,316 | $20.8B | 284.83% | |
| 120 | HUBGHUB GROUP INC | 311,573 | $20.6B | 281.48% | |
| 121 | LPROOPEN LENDING CORP | 468,708 | $20.2B | 276.54% | |
| 122 | YETIYETI HLDGS INC | 213,379 | $19.6B | 268.25% | |
| 123 | VNOMVIPER ENERGY PARTNERS LP | 1,037,531 | $19.5B | 267.50% | |
| 124 | CTRACABOT OIL & GAS CORP | 1,114,305 | $19.5B | 266.39% | |
| 125 | CHEFCHEFS WHSE INC | 592,101 | $18.8B | 258.05% | |
| 126 | COUPEURCOUPA SOFTWARE INC | 71,180 | $18.7B | 255.45% | |
| 127 | IRTCIRHYTHM TECHNOLOGIES INC | 275,006 | $18.2B | 249.84% | |
| 128 | LNNLINDSAY CORP | 108,331 | $17.9B | 245.15% | |
| 129 | CPRTCOPART INC | 134,665 | $17.8B | 243.07% | |
| 130 | —ECHO GLOBAL LOGISTICS INC | 566,089 | $17.4B | 238.27% | |
| 131 | ADSKAUTODESK INC | 54,973 | $16.0B | 219.71% | |
| 132 | —MIMECAST LTD | 295,906 | $15.7B | 214.94% | |
| 133 | SDGRSCHRODINGER INC | 192,450 | $14.6B | 199.23% | |
| 134 | LMNRLIMONEIRA CO | 746,273 | $13.1B | 179.32% | |
| 135 | ICFIICF INTL INC | 148,490 | $13.0B | 178.63% | |
| 136 | VEEVVEEVA SYS INC | 41,607 | $12.9B | 177.15% | |
| 137 | XLNXEURXILINX INC | 85,691 | $12.4B | 169.70% | |
| 138 | TDOCTELADOC HEALTH INC | 74,050 | $12.3B | 168.60% | |
| 139 | ECPGENCORE CAP GROUP INC | 255,055 | $12.1B | 165.49% | |
| 140 | HSTMHEALTHSTREAM INC | 431,489 | $12.1B | 165.07% | |
| 141 | SPOTSPOTIFY TECHNOLOGY S A | 41,235 | $11.4B | 155.60% | |
| 142 | PFPTPROOFPOINT INC | 61,876 | $10.8B | 147.22% | |
| 143 | KEYSKEYSIGHT TECHNOLOGIES INC | 65,125 | $10.1B | 137.69% | |
| 144 | —GTY TECHNOLOGY HOLDINGS INC | 1,411,328 | $10.0B | 137.40% | |
| 145 | NXPINXP SEMICONDUCTORS N V | 48,623 | $10.0B | 136.96% | |
| 146 | VMEO*VIMEO INC | 185,618 | $9.1B | 124.53% | |
| 147 | LHXL3HARRIS TECHNOLOGIES INC | 41,392 | $8.9B | 122.50% | |
| 148 | TQJSIGNATURE BK NEW YORK N Y | 36,289 | $8.9B | 122.05% | |
| 149 | —IHS MARKIT LTD | 78,903 | $8.9B | 121.71% | |
| 150 | MLB1MERCADOLIBRE INC | 5,396 | $8.4B | 115.09% | |
| 151 | ROPROPER TECHNOLOGIES INC | 17,502 | $8.2B | 112.67% | |
| 152 | FASTFASTENAL CO | 154,779 | $8.0B | 110.21% | |
| 153 | BF/BBROWN FORMAN CORP | 106,461 | $8.0B | 109.23% | |
| 154 | SPLKCHFSPLUNK INC | 50,010 | $7.2B | 98.99% | |
| 155 | DBXDROPBOX INC | 236,410 | $7.2B | 98.12% | |
| 156 | ALXNALEXION PHARMACEUTICALS INC | 37,037 | $6.8B | 93.16% | |
| 157 | HSICHENRY SCHEIN INC | 91,702 | $6.8B | 93.15% | |
| 158 | ROSTROSS STORES INC | 53,618 | $6.6B | 91.04% | |
| 159 | ABMDEURABIOMED INC | 20,869 | $6.5B | 89.18% | |
| 160 | —PPD INC | 126,972 | $5.9B | 80.13% | |
| 161 | CHRWC H ROBINSON WORLDWIDE INC | 61,971 | $5.8B | 79.48% | |
| 162 | KLACKLA CORP | 17,684 | $5.7B | 78.50% | |
| 163 | BLFSBIOLIFE SOLUTIONS INC | 126,927 | $5.7B | 77.36% | |
| 164 | ISRGINTUITIVE SURGICAL INC | 5,875 | $5.4B | 73.98% | |
| 165 | GPNGLOBAL PMTS INC | 28,799 | $5.4B | 73.95% | |
| 166 | TKNOALPHA TEKNOVA INC | 220,439 | $5.2B | 71.62% | |
| 167 | CHUYUSDCHUYS HLDGS INC | 115,046 | $4.3B | 58.70% | |
| 168 | MSFTMICROSOFT CORP | 1,665 | $451.0M | 6.18% | |
| 169 | SHOPSHOPIFY INC | 304 | $444.0M | 6.08% | |
| 170 | PYPLPAYPAL HLDGS INC | 1,143 | $333.0M | 4.56% | |
| 171 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,348 | $282.0M | 3.86% | |
| 172 | ADBEADOBE SYSTEMS INCORPORATED | 395 | $231.0M | 3.16% | |
| 173 | XYZSQUARE INC | 856 | $209.0M | 2.86% | |
| 174 | CMECME GROUP INC | 866 | $184.0M | 2.52% | |
| 175 | UPSUNITED PARCEL SERVICE INC | 869 | $181.0M | 2.48% | |
| 176 | AMZNAMAZON COM INC | 50 | $172.0M | 2.36% | |
| 177 | CRMSALESFORCE COM INC | 680 | $166.0M | 2.27% | |
| 178 | MAMASTERCARD INCORPORATED | 430 | $157.0M | 2.15% | |
| 179 | NFLXNETFLIX INC | 258 | $136.0M | 1.86% | |
| 180 | TJXTJX COS INC NEW | 1,949 | $131.0M | 1.79% | |
| 181 | MDTMEDTRONIC PLC | 908 | $113.0M | 1.55% | |
| 182 | ASMLASML HOLDING N V | 153 | $106.0M | 1.45% | |
| 183 | NVDANVIDIA CORPORATION | 121 | $97.0M | 1.33% | |
| 184 | RTXRAYTHEON TECHNOLOGIES CORP | 772 | $66.0M | 0.90% |
PreviousPage 2 of 2