Stephens Investment Management Group LLC Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$6.1B
Holdings
174
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (174 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | FNDFLOOR & DECOR HLDGS INC | 236,401 | $21.4B | 351.08% | |
| 102 | TNDMTANDEM DIABETES CARE INC | 989,095 | $20.5B | 337.12% | |
| 103 | ILMNILLUMINA INC | 144,842 | $19.9B | 326.29% | |
| 104 | ICFIICF INTL INC | 163,788 | $19.8B | 324.70% | |
| 105 | EZPWEZCORP INC | 2,391,815 | $19.7B | 323.81% | |
| 106 | CHEFCHEFS WHSE INC | 895,094 | $19.0B | 311.10% | |
| 107 | DSGDESCARTES SYS GROUP INC | 252,925 | $18.6B | 304.56% | |
| 108 | AMBAAMBARELLA INC | 326,409 | $17.3B | 284.05% | |
| 109 | CPRTCOPART INC | 380,303 | $16.4B | 268.91% | |
| 110 | RNGRINGCENTRAL INC | 536,959 | $15.9B | 261.08% | |
| 111 | MEGMONTROSE ENVIRONMENTAL GROUP | 530,145 | $15.5B | 254.55% | |
| 112 | HUBGHUB GROUP INC | 186,289 | $14.6B | 240.09% | |
| 113 | OMCLOMNICELL COM | 315,748 | $14.2B | 233.37% | |
| 114 | LNNLINDSAY CORP | 108,716 | $12.8B | 209.94% | |
| 115 | MNSTMONSTER BEVERAGE CORP NEW | 239,738 | $12.7B | 208.31% | |
| 116 | MEDPMEDPACE HLDGS INC | 47,910 | $11.6B | 190.36% | |
| 117 | ROSTROSS STORES INC | 98,817 | $11.2B | 183.16% | |
| 118 | HSTMHEALTHSTREAM INC | 505,427 | $10.9B | 178.98% | |
| 119 | BKRBAKER HUGHES COMPANY | 262,989 | $9.3B | 152.43% | |
| 120 | LASRNLIGHT INC | 890,493 | $9.3B | 151.97% | |
| 121 | VEEVVEEVA SYS INC | 45,406 | $9.2B | 151.59% | |
| 122 | RMBS*RAMBUS INC DEL | 164,794 | $9.2B | 150.87% | |
| 123 | SPLKCHFSPLUNK INC | 62,254 | $9.1B | 149.41% | |
| 124 | MODNEURMODEL N INC | 367,033 | $9.0B | 147.02% | |
| 125 | LULULULULEMON ATHLETICA INC | 23,125 | $8.9B | 146.33% | |
| 126 | FOXFFOX FACTORY HLDG CORP | 89,565 | $8.9B | 145.62% | |
| 127 | FASTFASTENAL CO | 153,523 | $8.4B | 137.65% | |
| 128 | ROPROPER TECHNOLOGIES INC | 17,059 | $8.3B | 135.57% | |
| 129 | HSICHENRY SCHEIN INC | 111,099 | $8.2B | 135.37% | |
| 130 | PODDINSULET CORP | 51,420 | $8.2B | 134.58% | |
| 131 | BF/BBROWN FORMAN CORP | 140,439 | $8.1B | 132.95% | |
| 132 | CRWDCROWDSTRIKE HLDGS INC | 46,005 | $7.7B | 126.36% | |
| 133 | ADSKAUTODESK INC | 35,230 | $7.3B | 119.62% | |
| 134 | KLACKLA CORP | 15,414 | $7.1B | 116.01% | |
| 135 | LHXL3HARRIS TECHNOLOGIES INC | 37,527 | $6.5B | 107.23% | |
| 136 | DBXDROPBOX INC | 230,264 | $6.3B | 102.89% | |
| 137 | TERTERADYNE INC | 61,512 | $6.2B | 101.40% | |
| 138 | OKTAOKTA INC | 75,127 | $6.1B | 100.49% | |
| 139 | RVLVREVOLVE GROUP INC | 448,551 | $6.1B | 100.18% | |
| 140 | NSYNICE LTD | 35,303 | $6.0B | 98.48% | |
| 141 | KEYSKEYSIGHT TECHNOLOGIES INC | 44,648 | $5.9B | 96.94% | |
| 142 | SPWHSPORTSMANS WHSE HLDGS INC | 1,314,335 | $5.9B | 96.84% | |
| 143 | FWRGFIRST WATCH RESTAURANT GROUP | 302,984 | $5.2B | 85.96% | |
| 144 | MDBMONGODB INC | 15,119 | $5.2B | 85.81% | |
| 145 | BLFSBIOLIFE SOLUTIONS INC | 370,486 | $5.1B | 83.96% | |
| 146 | MRVLMARVELL TECHNOLOGY INC | 88,894 | $4.8B | 78.96% | |
| 147 | NXPINXP SEMICONDUCTORS N V | 23,828 | $4.8B | 78.17% | |
| 148 | PLTRPALANTIR TECHNOLOGIES INC | 213,333 | $3.4B | 56.01% | |
| 149 | MBLYMOBILEYE GLOBAL INC | 71,877 | $3.0B | 49.01% | |
| 150 | AVOMISSION PRODUCE INC | 277,859 | $2.7B | 44.14% | |
| 151 | PATHUIPATH INC | 151,937 | $2.6B | 42.66% | |
| 152 | GTMZOOMINFO TECHNOLOGIES INC | 128,335 | $2.1B | 34.54% | |
| 153 | GNRCGENERAC HLDGS INC | 17,549 | $1.9B | 31.38% | |
| 154 | MSFTMICROSOFT CORP | 2,605 | $822.5M | 13.50% | |
| 155 | NVDANVIDIA CORPORATION | 1,037 | $451.1M | 7.40% | |
| 156 | AMZNAMAZON COM INC | 2,769 | $352.0M | 5.78% | |
| 157 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 3,051 | $265.1M | 4.35% | |
| 158 | TJXTJX COS INC NEW | 2,959 | $263.0M | 4.32% | |
| 159 | CMECME GROUP INC | 1,202 | $240.7M | 3.95% | |
| 160 | MLB1MERCADOLIBRE INC | 174 | $220.6M | 3.62% | |
| 161 | CRMSALESFORCE INC | 942 | $191.0M | 3.13% | |
| 162 | UPSUNITED PARCEL SERVICE INC | 1,203 | $187.5M | 3.08% | |
| 163 | ISRGINTUITIVE SURGICAL INC | 550 | $160.8M | 2.64% | |
| 164 | RTXRTX CORPORATION | 2,017 | $145.2M | 2.38% | |
| 165 | SPGIS&P GLOBAL INC | 367 | $134.1M | 2.20% | |
| 166 | ASMLASML HOLDING N V | 213 | $125.4M | 2.06% | |
| 167 | SHOPSHOPIFY INC | 1,588 | $86.7M | 1.42% | |
| 168 | SNOWSNOWFLAKE INC | 430 | $65.7M | 1.08% | |
| 169 | METAMETA PLATFORMS INC | 104 | $31.2M | 0.51% | |
| 170 | GOOGLALPHABET INC | 168 | $22.0M | 0.36% | |
| 171 | SNPSSYNOPSYS INC | 46 | $21.1M | 0.35% | |
| 172 | ADBEADOBE INC | 40 | $20.4M | 0.33% | |
| 173 | AMDADVANCED MICRO DEVICES INC | 136 | $14.0M | 0.23% | |
| 174 | ANETEURARISTA NETWORKS INC | 64 | $11.8M | 0.19% |
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