Stephens Investment Management Group LLC Q4 2023 Filing
Filed February 13, 2024
Portfolio Value
$6.8B
Holdings
169
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (169 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | OKTAOKTA INC | 290,419 | $26.3B | 384.34% | |
| 102 | AMRCAMERESCO INC | 798,963 | $25.3B | 369.89% | |
| 103 | BOXBOX INC | 984,140 | $25.2B | 368.44% | |
| 104 | FTNTFORTINET INC | 397,628 | $23.3B | 340.21% | |
| 105 | DSGDESCARTES SYS GROUP INC | 270,092 | $22.7B | 331.89% | |
| 106 | ICFIICF INTL INC | 163,686 | $21.9B | 320.85% | |
| 107 | EZPWEZCORP INC | 2,510,414 | $21.9B | 320.74% | |
| 108 | MEGMONTROSE ENVIRONMENTAL GROUP | 625,562 | $20.1B | 293.82% | |
| 109 | ILMNILLUMINA INC | 141,071 | $19.6B | 287.14% | |
| 110 | AMBAAMBARELLA INC | 318,170 | $19.5B | 285.07% | |
| 111 | CPRTCOPART INC | 382,347 | $18.7B | 273.87% | |
| 112 | HUBGHUB GROUP INC | 186,172 | $17.1B | 250.22% | |
| 113 | LNNLINDSAY CORP | 116,812 | $15.1B | 220.55% | |
| 114 | MEDPMEDPACE HLDGS INC | 47,880 | $14.7B | 214.55% | |
| 115 | LASRNLIGHT INC | 1,044,766 | $14.1B | 206.18% | |
| 116 | ROSTROSS STORES INC | 99,689 | $13.8B | 201.67% | |
| 117 | HSTMHEALTHSTREAM INC | 505,112 | $13.7B | 199.59% | |
| 118 | MODNEURMODEL N INC | 506,371 | $13.6B | 199.34% | |
| 119 | CRWDCROWDSTRIKE HLDGS INC | 50,701 | $12.9B | 189.23% | |
| 120 | ALTREURALTAIR ENGR INC | 148,423 | $12.5B | 182.58% | |
| 121 | PODDINSULET CORP | 57,498 | $12.5B | 182.38% | |
| 122 | MNSTMONSTER BEVERAGE CORP NEW | 212,298 | $12.2B | 178.79% | |
| 123 | LULULULULEMON ATHLETICA INC | 23,361 | $11.9B | 174.60% | |
| 124 | RVLVREVOLVE GROUP INC | 678,515 | $11.2B | 164.45% | |
| 125 | RMBS*RAMBUS INC DEL | 164,689 | $11.2B | 164.31% | |
| 126 | ASOACADEMY SPORTS & OUTDOORS IN | 163,985 | $10.8B | 158.21% | |
| 127 | FASTFASTENAL CO | 154,962 | $10.0B | 146.72% | |
| 128 | BF/BBROWN FORMAN CORP | 166,959 | $9.5B | 139.36% | |
| 129 | ROPROPER TECHNOLOGIES INC | 17,231 | $9.4B | 137.32% | |
| 130 | LHXL3HARRIS TECHNOLOGIES INC | 43,672 | $9.2B | 134.46% | |
| 131 | BKRBAKER HUGHES COMPANY | 265,624 | $9.1B | 132.72% | |
| 132 | KLACKLA CORP | 15,574 | $9.1B | 132.34% | |
| 133 | VEEVVEEVA SYS INC | 45,929 | $8.8B | 129.26% | |
| 134 | ADSKAUTODESK INC | 35,552 | $8.7B | 126.54% | |
| 135 | HSICHENRY SCHEIN INC | 112,155 | $8.5B | 124.13% | |
| 136 | TERTERADYNE INC | 74,446 | $8.1B | 118.10% | |
| 137 | MRVLMARVELL TECHNOLOGY INC | 130,784 | $7.9B | 115.30% | |
| 138 | KEYSKEYSIGHT TECHNOLOGIES INC | 45,075 | $7.2B | 104.83% | |
| 139 | NSYNICE LTD | 35,636 | $7.1B | 103.93% | |
| 140 | FWRGFIRST WATCH RESTAURANT GROUP | 353,041 | $7.1B | 103.73% | |
| 141 | DBXDROPBOX INC | 232,641 | $6.9B | 100.26% | |
| 142 | MDBMONGODB INC | 15,276 | $6.2B | 91.30% | |
| 143 | BLFSBIOLIFE SOLUTIONS INC | 370,229 | $6.0B | 87.95% | |
| 144 | PLTRPALANTIR TECHNOLOGIES INC | 276,423 | $4.7B | 69.38% | |
| 145 | PATHUIPATH INC | 153,603 | $3.8B | 55.78% | |
| 146 | MBLYMOBILEYE GLOBAL INC | 72,656 | $3.1B | 46.01% | |
| 147 | GTMZOOMINFO TECHNOLOGIES INC | 128,416 | $2.4B | 34.71% | |
| 148 | GNRCGENERAC HLDGS INC | 17,749 | $2.3B | 33.53% | |
| 149 | MSFTMICROSOFT CORP | 2,605 | $979.6M | 14.32% | |
| 150 | NVDANVIDIA CORPORATION | 897 | $444.2M | 6.49% | |
| 151 | AMZNAMAZON COM INC | 2,769 | $420.7M | 6.15% | |
| 152 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 3,051 | $317.3M | 4.64% | |
| 153 | TJXTJX COS INC NEW | 2,959 | $277.6M | 4.06% | |
| 154 | MLB1MERCADOLIBRE INC | 174 | $273.4M | 4.00% | |
| 155 | CMECME GROUP INC | 1,202 | $253.1M | 3.70% | |
| 156 | CRMSALESFORCE INC | 942 | $247.9M | 3.62% | |
| 157 | UPSUNITED PARCEL SERVICE INC | 1,203 | $189.1M | 2.77% | |
| 158 | ISRGINTUITIVE SURGICAL INC | 550 | $185.5M | 2.71% | |
| 159 | RTXRTX CORPORATION | 2,017 | $169.7M | 2.48% | |
| 160 | SPGIS&P GLOBAL INC | 367 | $161.7M | 2.36% | |
| 161 | ASMLASML HOLDING N V | 213 | $161.2M | 2.36% | |
| 162 | SHOPSHOPIFY INC | 1,588 | $123.7M | 1.81% | |
| 163 | SNOWSNOWFLAKE INC | 430 | $85.6M | 1.25% | |
| 164 | METAMETA PLATFORMS INC | 104 | $36.8M | 0.54% | |
| 165 | ADBEADOBE INC | 40 | $23.9M | 0.35% | |
| 166 | SNPSSYNOPSYS INC | 46 | $23.7M | 0.35% | |
| 167 | GOOGLALPHABET INC | 168 | $23.5M | 0.34% | |
| 168 | AMDADVANCED MICRO DEVICES INC | 136 | $20.0M | 0.29% | |
| 169 | ANETEURARISTA NETWORKS INC | 64 | $15.1M | 0.22% |
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