Stephens Investment Management Group LLC Q4 2022 Filing
Filed January 26, 2023
Portfolio Value
$5.5T
Holdings
166
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (166 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ACHCACADIA HEALTHCARE COMPANY IN | 1,502,938 | $123.9B | 2.24% | |
| 2 | FCFSFIRSTCASH HOLDINGS INC | 1,159,877 | $102.2B | 1.85% | |
| 3 | WINGWINGSTOP INC | 706,087 | $101.3B | 1.84% | |
| 4 | MANHMANHATTAN ASSOCIATES INC | 817,305 | $99.4B | 1.80% | |
| 5 | AXONAXON ENTERPRISE INC | 594,943 | $98.5B | 1.79% | |
| 6 | ICLRICON PLC | 488,138 | $96.9B | 1.76% | |
| 7 | RGENREPLIGEN CORP | 545,954 | $93.3B | 1.69% | |
| 8 | MGPIMGP INGREDIENTS INC NEW | 793,926 | $86.0B | 1.56% | |
| 9 | ENVUSDENVESTNET INC | 1,326,162 | $81.9B | 1.48% | |
| 10 | HALOHALOZYME THERAPEUTICS INC | 1,294,025 | $73.7B | 1.34% | |
| 11 | CDNSCADENCE DESIGN SYSTEM INC | 427,330 | $69.2B | 1.25% | |
| 12 | DC4DEXCOM INC | 613,262 | $68.7B | 1.25% | |
| 13 | CELHCELSIUS HLDGS INC | 658,470 | $68.1B | 1.23% | |
| 14 | PZZAPAPA JOHNS INTL INC | 815,554 | $67.9B | 1.23% | |
| 15 | HEIHEICO CORP NEW | 566,058 | $67.7B | 1.23% | |
| 16 | RYANRYAN SPECIALTY HOLDINGS INC | 1,613,764 | $66.2B | 1.20% | |
| 17 | PRAAPRA GROUP INC | 1,934,388 | $65.9B | 1.19% | |
| 18 | MGYMAGNOLIA OIL & GAS CORP | 2,815,688 | $65.7B | 1.19% | |
| 19 | BURLBURLINGTON STORES INC | 317,068 | $65.3B | 1.18% | |
| 20 | MKTXMARKETAXESS HLDGS INC | 225,672 | $63.9B | 1.16% | |
| 21 | EX9EXELIXIS INC | 4,047,250 | $63.4B | 1.15% | |
| 22 | HQYHEALTHEQUITY INC | 1,033,416 | $63.0B | 1.14% | |
| 23 | TWTRADEWEB MKTS INC | 903,509 | $59.8B | 1.08% | |
| 24 | ULTAULTA BEAUTY INC | 127,960 | $59.5B | 1.08% | |
| 25 | CYBRCYBERARK SOFTWARE LTD | 452,295 | $59.0B | 1.07% | |
| 26 | RBCRBC BEARINGS INC | 276,675 | $59.0B | 1.07% | |
| 27 | WEXWEX INC | 358,683 | $58.6B | 1.06% | |
| 28 | RMERESMED INC | 277,534 | $58.1B | 1.05% | |
| 29 | SUPNSUPERNUS PHARMACEUTICALS INC | 1,604,769 | $57.6B | 1.04% | |
| 30 | WMGWARNER MUSIC GROUP CORP | 1,628,037 | $57.5B | 1.04% | |
| 31 | JPXAEROVIRONMENT INC | 671,629 | $57.4B | 1.04% | |
| 32 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 556,809 | $56.4B | 1.02% | |
| 33 | VRSKVERISK ANALYTICS INC | 315,875 | $56.2B | 1.02% | |
| 34 | PANWPALO ALTO NETWORKS INC | 395,150 | $55.4B | 1.00% | |
| 35 | TECHBIO-TECHNE CORP | 651,405 | $55.0B | 1.00% | |
| 36 | HOLXHOLOGIC INC | 722,835 | $55.0B | 1.00% | |
| 37 | DPZDOMINOS PIZZA INC | 156,579 | $54.8B | 0.99% | |
| 38 | SWN1EURSOUTHWESTERN ENERGY CO | 9,178,587 | $53.9B | 0.98% | |
| 39 | SITESITEONE LANDSCAPE SUPPLY INC | 443,582 | $52.8B | 0.96% | |
| 40 | BRBRBELLRING BRANDS INC | 1,974,625 | $51.3B | 0.93% | |
| 41 | —NATIONAL INSTRS CORP | 1,376,398 | $51.0B | 0.92% | |
| 42 | WHDCACTUS INC | 1,014,202 | $50.8B | 0.92% | |
| 43 | PIPRPIPER SANDLER COMPANIES | 380,164 | $50.7B | 0.92% | |
| 44 | TYLTYLER TECHNOLOGIES INC | 154,572 | $50.3B | 0.91% | |
| 45 | DLTRDOLLAR TREE INC | 349,876 | $50.0B | 0.91% | |
| 46 | AZTAAZENTA INC | 845,557 | $49.5B | 0.90% | |
| 47 | MCHPMICROCHIP TECHNOLOGY INC. | 700,856 | $49.4B | 0.89% | |
| 48 | LYVLIVE NATION ENTERTAINMENT IN | 702,953 | $49.3B | 0.89% | |
| 49 | FIVNFIVE9 INC | 718,552 | $48.7B | 0.88% | |
| 50 | FIVEFIVE BELOW INC | 270,645 | $48.0B | 0.87% | |
| 51 | PTCPTC INC | 393,286 | $47.6B | 0.86% | |
| 52 | EAELECTRONIC ARTS INC | 388,911 | $47.5B | 0.86% | |
| 53 | GWREGUIDEWIRE SOFTWARE INC | 755,542 | $47.1B | 0.85% | |
| 54 | PCRXPACIRA BIOSCIENCES INC | 1,168,469 | $45.5B | 0.83% | |
| 55 | AMRCAMERESCO INC | 787,357 | $45.4B | 0.82% | |
| 56 | FTNTFORTINET INC | 912,957 | $44.9B | 0.81% | |
| 57 | IDXXIDEXX LABS INC | 107,330 | $44.0B | 0.80% | |
| 58 | ONTOONTO INNOVATION INC | 637,465 | $43.8B | 0.79% | |
| 59 | SLABSILICON LABORATORIES INC | 321,401 | $43.7B | 0.79% | |
| 60 | CGNXCOGNEX CORP | 918,568 | $43.6B | 0.79% | |
| 61 | CSGPCOSTAR GROUP INC | 547,040 | $42.5B | 0.77% | |
| 62 | TNDMTANDEM DIABETES CARE INC | 983,151 | $42.3B | 0.77% | |
| 63 | GLOBGLOBANT S A | 248,915 | $41.9B | 0.76% | |
| 64 | QLYSQUALYS INC | 371,249 | $41.9B | 0.76% | |
| 65 | PWIPOWER INTEGRATIONS INC | 575,400 | $41.4B | 0.75% | |
| 66 | BOXBOX INC | 1,306,744 | $41.0B | 0.74% | |
| 67 | AMBAAMBARELLA INC | 503,738 | $40.8B | 0.74% | |
| 68 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 3,940,085 | $39.7B | 0.72% | |
| 69 | BCPCBALCHEM CORP | 320,403 | $39.5B | 0.72% | |
| 70 | ROKROCKWELL AUTOMATION INC | 145,348 | $37.7B | 0.68% | |
| 71 | RVLVREVOLVE GROUP INC | 1,581,694 | $35.4B | 0.64% | |
| 72 | FNDFLOOR & DECOR HLDGS INC | 498,042 | $35.4B | 0.64% | |
| 73 | VNOMVIPER ENERGY PARTNERS LP | 1,086,726 | $34.7B | 0.63% | |
| 74 | RPDRAPID7 INC | 1,014,953 | $34.6B | 0.63% | |
| 75 | AZPN1USDASPEN TECHNOLOGY INC | 168,018 | $34.5B | 0.63% | |
| 76 | SPSCSPS COMM INC | 260,222 | $33.7B | 0.61% | |
| 77 | TSCOTRACTOR SUPPLY CO | 146,535 | $33.3B | 0.60% | |
| 78 | PLMRPALOMAR HLDGS INC | 739,987 | $32.9B | 0.60% | |
| 79 | NUVAGBPNUVASIVE INC | 800,504 | $32.3B | 0.59% | |
| 80 | BFAMBRIGHT HORIZONS FAM SOL IN D | 497,663 | $32.0B | 0.58% | |
| 81 | TREXTREX CO INC | 740,645 | $31.6B | 0.57% | |
| 82 | LSCCLATTICE SEMICONDUCTOR CORP | 488,264 | $31.4B | 0.57% | |
| 83 | LGNDLIGAND PHARMACEUTICALS INC | 454,416 | $30.7B | 0.56% | |
| 84 | TOSTTOAST INC | 1,707,186 | $30.6B | 0.56% | |
| 85 | DECKDECKERS OUTDOOR CORP | 74,231 | $29.7B | 0.54% | |
| 86 | NEOGNEOGEN CORP | 1,930,379 | $29.7B | 0.54% | |
| 87 | FTITECHNIPFMC PLC | 2,456,786 | $29.6B | 0.54% | |
| 88 | PXDEURPIONEER NAT RES CO | 126,968 | $28.8B | 0.52% | |
| 89 | CTRACOTERRA ENERGY INC | 1,165,670 | $28.6B | 0.52% | |
| 90 | PROPROS HOLDINGS INC | 1,169,558 | $28.4B | 0.51% | |
| 91 | JBHTHUNT J B TRANS SVCS INC | 157,939 | $27.9B | 0.51% | |
| 92 | AKXANSYS INC | 113,590 | $27.7B | 0.50% | |
| 93 | POOLPOOL CORP | 88,259 | $27.1B | 0.49% | |
| 94 | IRTCIRHYTHM TECHNOLOGIES INC | 288,392 | $26.9B | 0.49% | |
| 95 | VRNSVARONIS SYS INC | 1,088,214 | $25.9B | 0.47% | |
| 96 | AZEKAZEK CO INC | 1,168,789 | $24.4B | 0.44% | |
| 97 | KRNTKORNIT DIGITAL LTD | 1,104,464 | $24.3B | 0.44% | |
| 98 | FTCHQFARFETCH LTD | 5,205,281 | $24.2B | 0.44% | |
| 99 | CHEFCHEFS WHSE INC | 732,288 | $24.1B | 0.44% | |
| 100 | QTWOQ2 HLDGS INC | 867,037 | $22.9B | 0.41% |
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