Stephens Investment Management Group LLC Q2 2025 Filing
Filed July 30, 2025
Portfolio Value
$7.6B
Holdings
178
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (178 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | KRNTKORNIT DIGITAL LTD | 1,526,904 | $30.4B | 401.41% | |
| 102 | JBHTHUNT J B TRANS SVCS INC | 207,943 | $29.9B | 394.28% | |
| 103 | EXASEXACT SCIENCES CORP | 530,083 | $28.2B | 371.94% | |
| 104 | ILMNILLUMINA INC | 279,164 | $26.6B | 351.69% | |
| 105 | AZTAAZENTA INC | 807,173 | $24.8B | 328.05% | |
| 106 | VIRTVIRTU FINL INC | 548,127 | $24.6B | 324.17% | |
| 107 | AKXANSYS INC | 69,030 | $24.2B | 320.13% | |
| 108 | CPRTCOPART INC | 478,868 | $23.5B | 310.27% | |
| 109 | EZPWEZCORP INC | 1,672,099 | $23.2B | 306.45% | |
| 110 | VSECVSE CORP | 175,503 | $23.0B | 303.53% | |
| 111 | CDNSCADENCE DESIGN SYSTEM INC | 71,127 | $21.9B | 289.41% | |
| 112 | PCORPROCORE TECHNOLOGIES INC | 305,226 | $20.9B | 275.75% | |
| 113 | RBRKRUBRIK INC. | 229,642 | $20.6B | 271.66% | |
| 114 | DSGDESCARTES SYS GROUP INC | 200,610 | $20.4B | 269.25% | |
| 115 | LASRNLIGHT INC | 1,034,376 | $20.4B | 268.79% | |
| 116 | ROSTROSS STORES INC | 159,256 | $20.3B | 268.28% | |
| 117 | FASTFASTENAL CO | 451,992 | $19.0B | 250.66% | |
| 118 | VSTVISTRA CORP | 95,945 | $18.6B | 245.53% | |
| 119 | ONTOONTO INNOVATION INC | 182,285 | $18.4B | 242.93% | |
| 120 | POWLPOWELL INDS INC | 84,214 | $17.7B | 234.01% | |
| 121 | KRMNKARMAN HLDGS INC | 346,916 | $17.5B | 230.73% | |
| 122 | SMPLSIMPLY GOOD FOODS CO | 540,563 | $17.1B | 225.48% | |
| 123 | VEEVVEEVA SYS INC | 58,091 | $16.7B | 220.89% | |
| 124 | RVLVREVOLVE GROUP INC | 817,980 | $16.4B | 216.55% | |
| 125 | LHXL3HARRIS TECHNOLOGIES INC | 62,592 | $15.7B | 207.31% | |
| 126 | PROPROS HOLDINGS INC | 991,627 | $15.5B | 205.05% | |
| 127 | AGYSAGILYSYS INC | 132,384 | $15.2B | 200.39% | |
| 128 | MRVLMARVELL TECHNOLOGY INC | 191,055 | $14.8B | 195.26% | |
| 129 | SPSCSPS COMM INC | 108,229 | $14.7B | 194.48% | |
| 130 | ZETAZETA GLOBAL HOLDINGS CORP | 935,102 | $14.5B | 191.26% | |
| 131 | MEGMONTROSE ENVIRONMENTAL GROUP | 656,814 | $14.4B | 189.84% | |
| 132 | BKRBAKER HUGHES COMPANY | 348,294 | $13.4B | 176.32% | |
| 133 | LNNLINDSAY CORP | 92,423 | $13.3B | 176.04% | |
| 134 | XMTRXOMETRY INC | 393,360 | $13.3B | 175.50% | |
| 135 | COHRCOHERENT CORP | 148,424 | $13.2B | 174.83% | |
| 136 | ROPROPER TECHNOLOGIES INC | 22,864 | $13.0B | 171.13% | |
| 137 | RMBS*RAMBUS INC DEL | 195,123 | $12.5B | 164.94% | |
| 138 | FWRGFIRST WATCH RESTAURANT GROUP | 768,962 | $12.3B | 162.86% | |
| 139 | FTNTFORTINET INC | 115,841 | $12.2B | 161.71% | |
| 140 | ADSKAUTODESK INC | 37,731 | $11.7B | 154.23% | |
| 141 | BLFSBIOLIFE SOLUTIONS INC | 531,719 | $11.5B | 151.23% | |
| 142 | PANWPALO ALTO NETWORKS INC | 55,189 | $11.3B | 149.13% | |
| 143 | HSICHENRY SCHEIN INC | 144,750 | $10.6B | 139.62% | |
| 144 | TERTERADYNE INC | 117,460 | $10.6B | 139.46% | |
| 145 | HUBGHUB GROUP INC | 313,904 | $10.5B | 138.56% | |
| 146 | CRWDCROWDSTRIKE HLDGS INC | 19,957 | $10.2B | 134.21% | |
| 147 | KEYSKEYSIGHT TECHNOLOGIES INC | 61,970 | $10.2B | 134.08% | |
| 148 | FANGDIAMONDBACK ENERGY INC | 71,931 | $9.9B | 130.50% | |
| 149 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 99,953 | $9.3B | 122.20% | |
| 150 | HSTMHEALTHSTREAM INC | 319,301 | $8.8B | 116.66% | |
| 151 | MDBMONGODB INC | 40,305 | $8.5B | 111.76% | |
| 152 | GLBEGLOBAL E ONLINE LTD | 235,420 | $7.9B | 104.26% | |
| 153 | GENIGENIUS SPORTS LIMITED | 754,140 | $7.8B | 103.56% | |
| 154 | 3TYTITAN MACHY INC | 383,943 | $7.6B | 100.43% | |
| 155 | SEISOLARIS ENERGY INFRAS INC | 268,270 | $7.6B | 100.21% | |
| 156 | GPORGULFPORT ENERGY CORP | 37,215 | $7.5B | 98.85% | |
| 157 | BROSDUTCH BROS INC | 106,439 | $7.3B | 96.09% | |
| 158 | PARPAR TECHNOLOGY CORP | 102,923 | $7.1B | 94.27% | |
| 159 | INTAINTAPP INC | 123,499 | $6.4B | 84.18% | |
| 160 | AM6AMICUS THERAPEUTICS INC | 832,643 | $4.8B | 63.00% | |
| 161 | SLPSIMULATIONS PLUS INC | 268,576 | $4.7B | 61.88% | |
| 162 | CHEFCHEFS WHSE INC | 68,460 | $4.4B | 57.68% | |
| 163 | PIIMPINJ INC | 35,784 | $4.0B | 52.48% | |
| 164 | MSFTMICROSOFT CORP | 2,465 | $1.2B | 16.19% | |
| 165 | NVDANVIDIA CORPORATION | 6,949 | $1.1B | 14.50% | |
| 166 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 3,577 | $810.2M | 10.70% | |
| 167 | AMZNAMAZON COM INC | 3,357 | $736.5M | 9.72% | |
| 168 | PLTRPALANTIR TECHNOLOGIES INC | 4,233 | $577.0M | 7.62% | |
| 169 | MLB1MERCADOLIBRE INC | 213 | $556.7M | 7.35% | |
| 170 | METAMETA PLATFORMS INC | 705 | $520.4M | 6.87% | |
| 171 | CMECME GROUP INC | 1,248 | $344.0M | 4.54% | |
| 172 | GOOGLALPHABET INC | 1,926 | $339.4M | 4.48% | |
| 173 | TJXTJX COS INC NEW | 2,635 | $325.4M | 4.30% | |
| 174 | RTXRTX CORPORATION | 2,094 | $305.8M | 4.04% | |
| 175 | ASMLASML HOLDING N V | 361 | $289.3M | 3.82% | |
| 176 | SHOPSHOPIFY INC | 2,258 | $260.5M | 3.44% | |
| 177 | SPGIS&P GLOBAL INC | 482 | $254.2M | 3.36% | |
| 178 | ISRGINTUITIVE SURGICAL INC | 464 | $252.1M | 3.33% |
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