Stephens Investment Management Group LLC
Q2 2026 13F filing
Updated 43 days ago176 disclosed positions worth $9.3B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | R RBC RBC BEARINGS INC | $172.1M | 267.3K | 1.85% | Added(+0.8%) |
| 2 | F FCFS FIRSTCASH HOLDINGS INC | $161.3M | 745.6K | 1.73% | Trimmed(-10.4%) |
| 3 | L LGNYZ LIGAND PHARMACEUTICALS INC | $150.3M | 475.6K | 1.61% | Trimmed(-3.9%) |
| 4 | E EXEL EXELIXIS INC | $147.5M | 2.71M | 1.58% | Added(+7.3%) |
| 5 | C CRDO CREDO TECHNOLOGY GROUP HOLDI | $139.3M | 512.3K | 1.49% | Added(+18.1%) |
| 6 | L LSCC LATTICE SEMICONDUCTOR CORP | $131.3M | 858.6K | 1.41% | Trimmed(-2.3%) |
| 7 | R RGEN REPLIGEN CORP | $127.9M | 937.1K | 1.37% | Added(+24.0%) |
| 8 | I ICLR ICON PUB LTD CO | $125.1M | 720.3K | 1.34% | Added(+20.2%) |
| 9 | A ALAB ASTERA LABS INC | $123.2M | 255.0K | 1.32% | Trimmed(-5.5%) |
| 10 | M MTSI MACOM TECH SOLUTIONS HLDGS I | $120.4M | 316.4K | 1.29% | Trimmed(-38.7%) |
| 11 | B BWXT BWX TECHNOLOGIES INC | $116.9M | 600.4K | 1.25% | Added(+7.5%) |
| 12 | F FTI TECHNIPFMC PLC | $112.3M | 1.69M | 1.20% | Added(+9.8%) |
| 13 | B BURL BURLINGTON STORES INC | $112M | 353.7K | 1.20% | Added(+14.2%) |
| 14 | L LYV LIVE NATION ENTERTAINMENT IN | $109M | 595.4K | 1.17% | Added(+7.7%) |
| 15 | H HALO HALOZYME THERAPEUTICS INC | $109M | 1.39M | 1.17% | Added(+14.3%) |
| 16 | H HEI-A HEICO CORP NEW | $107M | 414.8K | 1.15% | Added(+5.7%) |
| 17 | T TVTX TRAVERE THERAPEUTICS INC | $106.5M | 1.88M | 1.14% | Added(+4.3%) |
| 18 | O OLLI OLLIES BARGAIN OUTLET HLDGS | $106.5M | 1.39M | 1.14% | Added(+23.0%) |
| 19 | F FIVE FIVE BELOW INC | $103.6M | 576.2K | 1.11% | Added(+0.0%) |
| 20 | R RYAN RYAN SPECIALTY HOLDINGS INC | $102.6M | 2.72M | 1.10% | Added(+12.1%) |
| 21 | D DRS LEONARDO DRS INC | $102.5M | 2.40M | 1.10% | Added(+13.4%) |
| 22 | T TTWO TAKE-TWO INTERACTIVE SOFTWAR | $99.6M | 398.5K | 1.07% | Added(+4.1%) |
| 23 | M MEDP MEDPACE HLDGS INC | $98.3M | 185.5K | 1.05% | Added(+14.0%) |
| 24 | E EVR EVERCORE INC | $96.6M | 282.8K | 1.04% | Added(+8.9%) |
| 25 | I ILMN ILLUMINA INC | $94.6M | 537.9K | 1.01% | Added(+38.2%) |
| 26 | A AVAV AEROVIRONMENT INC | $93.7M | 567.4K | 1.00% | Added(+15.7%) |
| 27 | A AXON AXON ENTERPRISE INC | $92.6M | 165.2K | 0.99% | Added(+59.6%) |
| 28 | P PLMR PALOMAR HLDGS INC | $92.6M | 732.3K | 0.99% | Added(+2.4%) |
| 29 | F FROG JFROG LTD | $92.1M | 1.01M | 0.99% | Added(+13.4%) |
| 30 | G GNRC GENERAC HLDGS INC | $92M | 314.3K | 0.99% | Added(+8.6%) |
| 31 | E ET-PI EVERPURE INC | $90.8M | 1.15M | 0.97% | Added(+6.5%) |
| 32 | V VRNS VARONIS SYS INC | $90.6M | 2.16M | 0.97% | Added(+8.3%) |
| 33 | F FPS FORGENT POWER SOLUTIONS INC | $90.3M | 1.62M | 0.97% | Added(+100.7%) |
| 34 | R ROK ROCKWELL AUTOMATION INC | $89.6M | 181.0K | 0.96% | Added(+9.7%) |
| 35 | O OKTA OKTA INC | $88.1M | 645.5K | 0.94% | Added(+45.4%) |
| 36 | T TXRH TEXAS ROADHOUSE INC | $85.9M | 444.6K | 0.92% | Added(+10.0%) |
| 37 | C CGNX COGNEX CORP | $85.1M | 1.18M | 0.91% | Added(+7.0%) |
| 38 | K KRMN KARMAN HLDGS INC | $85.1M | 1.70M | 0.91% | Added(+110.4%) |
| 39 | M MANH MANHATTAN ASSOCIATES INC | $84.4M | 606.4K | 0.91% | Added(+20.6%) |
| 40 | V VIK VIKING HOLDINGS LTD | $84M | 802.8K | 0.90% | Trimmed(-15.8%) |
| 41 | B BE BLOOM ENERGY CORP | $83.8M | 276.9K | 0.90% | Trimmed(-44.3%) |
| 42 | P PIPR PIPER SANDLER COMPANIES | $83.1M | 1.15M | 0.89% | Added(+2.6%) |
| 43 | I IRTC IRHYTHM HOLDINGS INC | $82.5M | 693.4K | 0.88% | Added(+23.5%) |
| 44 | A AAON AAON INC | $81.6M | 643.3K | 0.87% | Added(+1.4%) |
| 45 | D DXCM DEXCOM INC | $81.1M | 1.20M | 0.87% | Added(+12.1%) |
| 46 | W WING WINGSTOP INC | $80.2M | 462.6K | 0.86% | Added(+135.0%) |
| 47 | K KTOS KRATOS DEFENSE & SEC SOLUTIO | $80M | 1.60M | 0.86% | Added(+80.4%) |
| 48 | V VRT VERTIV HOLDINGS CO | $79.9M | 238.5K | 0.86% | Trimmed(-51.3%) |
| 49 | B BOOT BOOT BARN HLDGS INC | $79.7M | 485.1K | 0.85% | Added(+12.3%) |
| 50 | T TWST TWIST BIOSCIENCE CORP | $78.9M | 767.4K | 0.85% | — |