Stephens Investment Management Group LLC Q2 2022 Filing
Filed August 3, 2022
Portfolio Value
$5.4B
Holdings
175
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (175 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | AVOMISSION PRODUCE INC | 1,541,632 | $22.0B | 406.07% | |
| 102 | TSCOTRACTOR SUPPLY CO | 112,074 | $21.7B | 401.60% | |
| 103 | AMBAAMBARELLA INC | 318,002 | $20.8B | 384.78% | |
| 104 | SDGRSCHRODINGER INC | 721,849 | $19.1B | 352.39% | |
| 105 | AZEKAZEK CO INC | 1,128,919 | $18.9B | 349.32% | |
| 106 | TOSTTOAST INC | 1,413,794 | $18.3B | 338.16% | |
| 107 | MMSMAXIMUS INC | 263,912 | $16.5B | 304.94% | |
| 108 | PODDINSULET CORP | 74,604 | $16.3B | 300.54% | |
| 109 | LSCCLATTICE SEMICONDUCTOR CORP | 334,480 | $16.2B | 299.86% | |
| 110 | ILMNILLUMINA INC | 83,637 | $15.4B | 285.02% | |
| 111 | EZPWEZCORP INC | 2,016,625 | $15.1B | 279.95% | |
| 112 | ICFIICF INTL INC | 157,379 | $15.0B | 276.37% | |
| 113 | MEGMONTROSE ENVIRONMENTAL GROUP | 441,019 | $14.9B | 275.22% | |
| 114 | PINGUSDPING IDENTITY HLDG CORP | 799,928 | $14.5B | 268.23% | |
| 115 | LNNLINDSAY CORP | 106,614 | $14.2B | 261.74% | |
| 116 | HUBGHUB GROUP INC | 198,832 | $14.1B | 260.73% | |
| 117 | FTCHQFARFETCH LTD | 1,943,868 | $13.9B | 257.27% | |
| 118 | CPRTCOPART INC | 123,466 | $13.4B | 247.99% | |
| 119 | MEDPMEDPACE HLDGS INC | 87,782 | $13.1B | 242.85% | |
| 120 | UUNITY SOFTWARE INC | 322,250 | $11.9B | 219.32% | |
| 121 | HSTMHEALTHSTREAM INC | 495,523 | $10.8B | 198.86% | |
| 122 | COUPEURCOUPA SOFTWARE INC | 187,044 | $10.7B | 197.42% | |
| 123 | MNSTMONSTER BEVERAGE CORP NEW | 113,326 | $10.5B | 194.18% | |
| 124 | DSGDESCARTES SYS GROUP INC | 166,977 | $10.4B | 191.56% | |
| 125 | 8INSYNEOS HEALTH INC | 130,902 | $9.4B | 173.44% | |
| 126 | RNGRINGCENTRAL INC | 177,050 | $9.3B | 171.04% | |
| 127 | FOXFFOX FACTORY HLDG CORP | 111,430 | $9.0B | 165.90% | |
| 128 | LASRNLIGHT INC | 870,011 | $8.9B | 164.37% | |
| 129 | BF/BBROWN FORMAN CORP | 123,722 | $8.7B | 160.45% | |
| 130 | ECPGENCORE CAP GROUP INC | 143,609 | $8.3B | 153.35% | |
| 131 | KEYSKEYSIGHT TECHNOLOGIES INC | 59,145 | $8.2B | 150.71% | |
| 132 | VEEVVEEVA SYS INC | 38,431 | $7.6B | 140.69% | |
| 133 | SPWHSPORTSMANS WHSE HLDGS INC | 788,573 | $7.6B | 139.78% | |
| 134 | ADSKAUTODESK INC | 43,849 | $7.5B | 139.37% | |
| 135 | —RADA ELECTR INDS LTD | 807,013 | $7.5B | 137.84% | |
| 136 | HSICHENRY SCHEIN INC | 96,405 | $7.4B | 136.75% | |
| 137 | FASTFASTENAL CO | 142,342 | $7.1B | 131.35% | |
| 138 | TQJSIGNATURE BK NEW YORK N Y | 38,743 | $6.9B | 128.34% | |
| 139 | ROSTROSS STORES INC | 91,701 | $6.4B | 119.04% | |
| 140 | ROPROPER TECHNOLOGIES INC | 15,805 | $6.2B | 115.29% | |
| 141 | NSYNICE LTD | 32,052 | $6.2B | 114.01% | |
| 142 | NXPINXP SEMICONDUCTORS N V | 40,363 | $6.0B | 110.45% | |
| 143 | LULULULULEMON ATHLETICA INC | 21,425 | $5.8B | 107.97% | |
| 144 | AKA2GBPA K A BRANDS HLDG CORP | 2,084,794 | $5.8B | 106.36% | |
| 145 | SPLKCHFSPLUNK INC | 58,060 | $5.1B | 94.94% | |
| 146 | KLACKLA CORP | 15,991 | $5.1B | 94.31% | |
| 147 | ABMDEURABIOMED INC | 19,245 | $4.8B | 88.04% | |
| 148 | DBXDROPBOX INC | 218,203 | $4.6B | 84.66% | |
| 149 | BKRBAKER HUGHES COMPANY | 152,597 | $4.4B | 81.43% | |
| 150 | SPOTSPOTIFY TECHNOLOGY S A | 46,806 | $4.4B | 81.18% | |
| 151 | PATHUIPATH INC | 234,239 | $4.3B | 78.76% | |
| 152 | TERTERADYNE INC | 45,633 | $4.1B | 75.53% | |
| 153 | GTMZOOMINFO TECHNOLOGIES INC | 119,458 | $4.0B | 73.40% | |
| 154 | BLFSBIOLIFE SOLUTIONS INC | 253,259 | $3.5B | 64.66% | |
| 155 | LHXL3HARRIS TECHNOLOGIES INC | 14,399 | $3.5B | 64.33% | |
| 156 | TKNOALPHA TEKNOVA INC | 365,856 | $3.1B | 56.80% | |
| 157 | ISRGINTUITIVE SURGICAL INC | 10,507 | $2.1B | 38.98% | |
| 158 | CRWDCROWDSTRIKE HLDGS INC | 12,488 | $2.1B | 38.91% | |
| 159 | —HYDROFARM HLDGS GROUP INC | 378,094 | $1.3B | 24.33% | |
| 160 | MSFTMICROSOFT CORP | 1,665 | $428.0M | 7.91% | |
| 161 | CMECME GROUP INC | 866 | $177.0M | 3.27% | |
| 162 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,026 | $166.0M | 3.07% | |
| 163 | UPSUNITED PARCEL SERVICE INC | 869 | $159.0M | 2.94% | |
| 164 | RTXRAYTHEON TECHNOLOGIES CORP | 1,263 | $121.0M | 2.24% | |
| 165 | TJXTJX COS INC NEW | 2,135 | $119.0M | 2.20% | |
| 166 | ADBEADOBE SYSTEMS INCORPORATED | 321 | $118.0M | 2.18% | |
| 167 | CRMSALESFORCE INC | 680 | $112.0M | 2.07% | |
| 168 | AMZNAMAZON COM INC | 1,000 | $106.0M | 1.96% | |
| 169 | PYPLPAYPAL HLDGS INC | 1,291 | $90.0M | 1.66% | |
| 170 | AMDADVANCED MICRO DEVICES INC | 1,040 | $80.0M | 1.48% | |
| 171 | MLB1MERCADOLIBRE INC | 125 | $80.0M | 1.48% | |
| 172 | NVDANVIDIA CORPORATION | 484 | $73.0M | 1.35% | |
| 173 | ASMLASML HOLDING N V | 153 | $73.0M | 1.35% | |
| 174 | SHOPSHOPIFY INC | 1,750 | $55.0M | 1.02% | |
| 175 | NFLXNETFLIX INC | 258 | $45.0M | 0.83% |
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