Stephens Investment Management Group LLC Q4 2024 Filing
Filed January 28, 2025
Portfolio Value
$7.5B
Holdings
171
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (171 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | ILMNILLUMINA INC | 242,007 | $32.3B | 433.05% | |
| 102 | NEOGNEOGEN CORP | 2,642,726 | $32.1B | 429.62% | |
| 103 | CPRTCOPART INC | 549,412 | $31.5B | 422.23% | |
| 104 | MNDYMONDAY COM LTD | 133,024 | $31.3B | 419.39% | |
| 105 | SDGRSCHRODINGER INC | 1,607,656 | $31.0B | 415.28% | |
| 106 | MKTXMARKETAXESS HLDGS INC | 128,937 | $29.1B | 390.28% | |
| 107 | FANGDIAMONDBACK ENERGY INC | 176,314 | $28.9B | 386.80% | |
| 108 | SGSWEETGREEN INC | 890,805 | $28.6B | 382.43% | |
| 109 | MRVLMARVELL TECHNOLOGY INC | 256,707 | $28.4B | 379.68% | |
| 110 | FNFABRINET | 128,334 | $28.2B | 377.87% | |
| 111 | PROPROS HOLDINGS INC | 1,185,363 | $26.0B | 348.57% | |
| 112 | DRSLEONARDO DRS INC | 802,920 | $25.9B | 347.39% | |
| 113 | AMRCAMERESCO INC | 1,068,864 | $25.1B | 336.07% | |
| 114 | AKXANSYS INC | 72,336 | $24.4B | 326.75% | |
| 115 | DSGDESCARTES SYS GROUP INC | 209,176 | $23.8B | 318.20% | |
| 116 | SPSCSPS COMM INC | 119,437 | $22.0B | 294.27% | |
| 117 | RDDTREDDIT INC | 132,907 | $21.7B | 290.88% | |
| 118 | ROSTROSS STORES INC | 143,453 | $21.7B | 290.59% | |
| 119 | EZPWEZCORP INC | 1,726,573 | $21.1B | 282.53% | |
| 120 | TTDTHE TRADE DESK INC | 176,907 | $20.8B | 278.42% | |
| 121 | PODDINSULET CORP | 75,982 | $19.8B | 265.63% | |
| 122 | RVLVREVOLVE GROUP INC | 579,761 | $19.4B | 260.00% | |
| 123 | RBRKRUBRIK INC. | 268,033 | $17.5B | 234.59% | |
| 124 | VSECVSE CORP | 182,673 | $17.4B | 232.63% | |
| 125 | BKRBAKER HUGHES COMPANY | 399,757 | $16.4B | 219.59% | |
| 126 | FASTFASTENAL CO | 226,387 | $16.3B | 218.00% | |
| 127 | VIRTVIRTU FINL INC | 450,728 | $16.1B | 215.35% | |
| 128 | POWLPOWELL INDS INC | 72,016 | $16.0B | 213.75% | |
| 129 | MGNIMAGNITE INC | 996,644 | $15.9B | 212.47% | |
| 130 | TERTERADYNE INC | 122,420 | $15.4B | 206.42% | |
| 131 | CELHCELSIUS HLDGS INC | 583,852 | $15.4B | 205.93% | |
| 132 | LHXL3HARRIS TECHNOLOGIES INC | 71,497 | $15.0B | 201.32% | |
| 133 | ZETAZETA GLOBAL HOLDINGS CORP | 822,157 | $14.8B | 198.06% | |
| 134 | HUBGHUB GROUP INC | 326,055 | $14.5B | 194.56% | |
| 135 | VEEVVEEVA SYS INC | 66,264 | $13.9B | 186.56% | |
| 136 | INTAINTAPP INC | 215,216 | $13.8B | 184.70% | |
| 137 | ROPROPER TECHNOLOGIES INC | 26,467 | $13.8B | 184.24% | |
| 138 | FWRGFIRST WATCH RESTAURANT GROUP | 693,359 | $12.9B | 172.79% | |
| 139 | BLFSBIOLIFE SOLUTIONS INC | 495,970 | $12.9B | 172.41% | |
| 140 | PANWPALO ALTO NETWORKS INC | 69,770 | $12.7B | 170.00% | |
| 141 | VSTVISTRA CORP | 91,226 | $12.6B | 168.42% | |
| 142 | FTNTFORTINET INC | 132,419 | $12.5B | 167.53% | |
| 143 | HSICHENRY SCHEIN INC | 179,537 | $12.4B | 166.37% | |
| 144 | ADSKAUTODESK INC | 41,814 | $12.4B | 165.50% | |
| 145 | CRWDCROWDSTRIKE HLDGS INC | 35,730 | $12.2B | 163.71% | |
| 146 | KEYSKEYSIGHT TECHNOLOGIES INC | 69,010 | $11.1B | 148.44% | |
| 147 | ICFIICF INTL INC | 90,167 | $10.7B | 143.94% | |
| 148 | LNNLINDSAY CORP | 89,344 | $10.6B | 141.55% | |
| 149 | HSTMHEALTHSTREAM INC | 331,221 | $10.5B | 141.04% | |
| 150 | CHEFCHEFS WHSE INC | 212,741 | $10.5B | 140.50% | |
| 151 | RMBS*RAMBUS INC DEL | 190,857 | $10.1B | 135.10% | |
| 152 | LASRNLIGHT INC | 946,849 | $9.9B | 133.00% | |
| 153 | MDBMONGODB INC | 41,183 | $9.6B | 128.39% | |
| 154 | COHRCOHERENT CORP | 94,289 | $8.9B | 119.61% | |
| 155 | MEGMONTROSE ENVIRONMENTAL GROUP | 472,627 | $8.8B | 117.40% | |
| 156 | ALTREURALTAIR ENGR INC | 76,735 | $8.4B | 112.12% | |
| 157 | AGYSAGILYSYS INC | 54,909 | $7.2B | 96.84% | |
| 158 | SEISOLARIS ENERGY INFRAS INC | 217,451 | $6.3B | 83.80% | |
| 159 | GLBEGLOBAL E ONLINE LTD | 109,508 | $6.0B | 79.96% | |
| 160 | MSFTMICROSOFT CORP | 2,524 | $1.1B | 14.25% | |
| 161 | NVDANVIDIA CORPORATION | 6,949 | $933.2M | 12.50% | |
| 162 | AMZNAMAZON COM INC | 3,357 | $736.5M | 9.86% | |
| 163 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 3,547 | $700.5M | 9.38% | |
| 164 | GOOGLALPHABET INC | 2,203 | $417.0M | 5.58% | |
| 165 | MLB1MERCADOLIBRE INC | 213 | $362.2M | 4.85% | |
| 166 | TJXTJX COS INC NEW | 2,635 | $318.3M | 4.26% | |
| 167 | CMECME GROUP INC | 1,248 | $289.8M | 3.88% | |
| 168 | ASMLASML HOLDING N V | 361 | $250.2M | 3.35% | |
| 169 | RTXRTX CORPORATION | 2,094 | $242.3M | 3.24% | |
| 170 | ISRGINTUITIVE SURGICAL INC | 464 | $242.2M | 3.24% | |
| 171 | SPGIS&P GLOBAL INC | 482 | $240.1M | 3.21% |
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