Stephens Investment Management Group LLC
- SEC CIK
- 0001314440
- 最新申報
- 2026/7/29
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/15 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 176
- 較 2023 年第 1 季 +8
- 總值
- $64.1 億
- 較 2023 年第 1 季 +$4.33 億 (+7.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MANHManhattan Associates Inc | Stock | 743,887 | $1.49 億 | 2.3% | −18,690−2.5% | 減碼 | 歷史 |
| ICLRIcon PLC | COM | 475,368 | $1.19 億 | 1.9% | −3,207−0.7% | 減碼 | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 794,532 | $1.19 億 | 1.8% | +17,092+2.2% | 加碼 | 歷史 |
| ACHCAcadia Healthcare Company, Inc. | COM | 1,468,089 | $1.17 億 | 1.8% | +30,525+2.1% | 加碼 | 歷史 |
| FCFSFirstCash Holdings, Inc. | COM | 1,205,020 | $1.12 億 | 1.8% | +28,323+2.4% | 加碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 571,750 | $1.12 億 | 1.7% | +12,578+2.2% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 408,661 | $9,584 萬 | 1.5% | −18,479−4.3% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 369,005 | $9,428 萬 | 1.5% | −24,897−6.3% | 減碼 | 歷史 |
| WINGWingstop Inc. | COM | 446,911 | $8,945 萬 | 1.4% | −67,343−13.1% | 減碼 | 歷史 |
| AVAVAeroVironment Inc | COM | 846,708 | $8,660 萬 | 1.4% | +101,681+13.6% | 加碼 | 歷史 |
| MGPIMGP Ingredients Inc | COM | 791,584 | $8,413 萬 | 1.3% | +18,301+2.4% | 加碼 | 歷史 |
| HEI.AHeico Corp | CL A | 582,565 | $8,191 萬 | 1.3% | +12,443+2.2% | 加碼 | 歷史 |
| ENVEnvestnet, Inc. | COM | 1,363,437 | $8,092 萬 | 1.3% | +33,130+2.5% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 622,729 | $8,003 萬 | 1.2% | +8,806+1.4% | 加碼 | 歷史 |
| EXELExelixis, Inc. | COM | 4,163,863 | $7,957 萬 | 1.2% | +89,543+2.2% | 加碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 342,440 | $7,740 萬 | 1.2% | +5,484+1.6% | 加碼 | 歷史 |
| ONTOOnto Innovation Inc. | COM | 657,943 | $7,663 萬 | 1.2% | +14,983+2.3% | 加碼 | 歷史 |
| SITESiteOne Landscape Supply, Inc. | COM | 457,623 | $7,659 萬 | 1.2% | +10,945+2.5% | 加碼 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 512,361 | $7,540 萬 | 1.2% | −41,353−7.5% | 減碼 | 歷史 |
| RYANRyan Specialty Holdings, Inc. | CL A | 1,661,062 | $7,457 萬 | 1.2% | +34,964+2.2% | 加碼 | 歷史 |
| BRBRBellring Brands, Inc. | Stock | 2,033,502 | $7,443 萬 | 1.2% | +49,426+2.5% | 加碼 | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 467,252 | $7,305 萬 | 1.1% | +11,232+2.5% | 加碼 | – |
| HQYHealthequity, Inc. | COM | 1,131,772 | $7,146 萬 | 1.1% | +89,901+8.6% | 加碼 | 歷史 |
| RGENRepligen Corp | COM | 501,076 | $7,088 萬 | 1.1% | −27,388−5.2% | 減碼 | 歷史 |
| FTITechnipFMC plc | COM | 4,105,768 | $6,824 萬 | 1.1% | +359,301+9.6% | 加碼 | 歷史 |
| WEXWEX Inc. | COM | 367,271 | $6,687 萬 | 1.0% | +8,542+2.4% | 加碼 | 歷史 |
| TYLTyler Technologies Inc | COM | 156,854 | $6,532 萬 | 1.0% | +3,285+2.1% | 加碼 | 歷史 |
| GWREGuidewire Software, Inc. | COM | 856,363 | $6,515 萬 | 1.0% | +18,240+2.2% | 加碼 | 歷史 |
| LYVLive Nation Entertainment, Inc. | COM | 712,239 | $6,489 萬 | 1.0% | +9,513+1.4% | 加碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 711,721 | $6,376 萬 | 1.0% | +11,246+1.6% | 加碼 | 歷史 |
| TWTradeweb Markets Inc. | Stock | 919,056 | $6,294 萬 | 1.0% | +15,968+1.8% | 加碼 | 歷史 |
| PZZAPapa Johns International Inc | Stock | 843,121 | $6,225 萬 | 1.0% | +20,396+2.5% | 加碼 | 歷史 |
| FIVEFive Below, Inc | COM | 316,441 | $6,219 萬 | 1.0% | +45,056+16.6% | 加碼 | 歷史 |
| RBCRBC Bearings INC | COM | 285,495 | $6,209 萬 | 1.0% | +6,480+2.3% | 加碼 | 歷史 |
| MGYMagnolia Oil & Gas Corp | CL A | 2,896,139 | $6,053 萬 | 0.9% | +65,767+2.3% | 加碼 | 歷史 |
| KTOSKratos Defense & Security Solutions, Inc. | COM NEW | 4,211,326 | $6,039 萬 | 0.9% | +103,772+2.5% | 加碼 | 歷史 |
| SWNSouthwestern Energy Co | COM | 10,037,626 | $6,033 萬 | 0.9% | +826,002+9.0% | 加碼 | 歷史 |
| HOLXHologic Inc | COM | 736,165 | $5,961 萬 | 0.9% | +13,563+1.9% | 加碼 | 歷史 |
| RMDResmed Inc | COM | 271,182 | $5,925 萬 | 0.9% | −6,219−2.2% | 減碼 | 歷史 |
| DPZDominos Pizza Inc | COM | 173,798 | $5,857 萬 | 0.9% | +2,649+1.5% | 加碼 | 歷史 |
| PIPRPiper Sandler Companies | COM | 446,773 | $5,775 萬 | 0.9% | +10,433+2.4% | 加碼 | 歷史 |
| POWIPower Integrations Inc | COM | 608,350 | $5,759 萬 | 0.9% | +29,603+5.1% | 加碼 | 歷史 |
| PTCPTC Inc. | Stock | 398,441 | $5,670 萬 | 0.9% | +5,200+1.3% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 749,877 | $5,668 萬 | 0.9% | +12,150+1.6% | 加碼 | 歷史 |
| PLMRPalomar Holdings, Inc. | Stock | 965,169 | $5,602 萬 | 0.9% | +109,547+12.8% | 加碼 | 歷史 |
| DECKDeckers Outdoor Corp | COM | 105,306 | $5,557 萬 | 0.9% | +1,523+1.5% | 加碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 671,616 | $5,482 萬 | 0.9% | +15,319+2.3% | 加碼 | 歷史 |
| FIVNFive9, Inc. | COM | 661,525 | $5,454 萬 | 0.9% | −60,226−8.3% | 減碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 108,436 | $5,446 萬 | 0.8% | +1,959+1.8% | 加碼 | 歷史 |
| TREXTrex Co Inc | COM | 828,532 | $5,432 萬 | 0.8% | +80,677+10.8% | 加碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 163,713 | $5,394 萬 | 0.8% | +2,616+1.6% | 加碼 | 歷史 |
| EAElectronic Arts Inc. | COM | 414,694 | $5,379 萬 | 0.8% | +6,543+1.6% | 加碼 | 歷史 |
| PCRXPacira BioSciences, Inc. | COM | 1,337,032 | $5,357 萬 | 0.8% | +164,974+14.1% | 加碼 | 歷史 |
| FCNFti Consulting, Inc | COM | 272,886 | $5,190 萬 | 0.8% | +82,151+43.1% | 加碼 | 歷史 |
| MKTXMarketaxess Holdings Inc | COM | 198,358 | $5,185 萬 | 0.8% | +3,913+2.0% | 加碼 | 歷史 |
| BFAMBright Horizons Family Solutions Inc. | COM | 560,875 | $5,185 萬 | 0.8% | +13,807+2.5% | 加碼 | 歷史 |
| NATINational Instruments Corp | COM | 900,975 | $5,172 萬 | 0.8% | −3110.0% | 減碼 | 歷史 |
| SUPNSupernus Pharmaceuticals, Inc. | COM | 1,700,715 | $5,112 萬 | 0.8% | +38,453+2.3% | 加碼 | 歷史 |
| BURLBurlington Stores, Inc. | COM | 321,354 | $5,058 萬 | 0.8% | +5,843+1.9% | 加碼 | 歷史 |
| SLABSilicon Laboratories Inc. | Stock | 313,544 | $4,946 萬 | 0.8% | −8,207−2.6% | 減碼 | 歷史 |
| LSCCLattice Semiconductor Corp | COM | 504,173 | $4,844 萬 | 0.8% | +12,476+2.5% | 加碼 | 歷史 |
| HALOHalozyme Therapeutics, Inc. | COM | 1,339,122 | $4,830 萬 | 0.8% | +32,152+2.5% | 加碼 | 歷史 |
| MMSMaximus, Inc. | COM | 570,702 | $4,823 萬 | 0.8% | +231,666+68.3% | 加碼 | 歷史 |
| GLOBGlobant S.A. | COM | 267,717 | $4,811 萬 | 0.8% | +49,700+22.8% | 加碼 | 歷史 |
| RPDRapid7, Inc. | COM | 1,062,448 | $4,811 萬 | 0.8% | +40,527+4.0% | 加碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 539,983 | $4,806 萬 | 0.7% | −6,688−1.2% | 減碼 | 歷史 |
| NEOGNeogen Corp | COM | 2,150,261 | $4,677 萬 | 0.7% | +52,093+2.5% | 加碼 | 歷史 |
| BCPCBalchem Corp | COM | 333,014 | $4,489 萬 | 0.7% | +8,587+2.6% | 加碼 | 歷史 |
| WHDCactus, Inc. | CL A | 1,043,031 | $4,414 萬 | 0.7% | +24,779+2.4% | 加碼 | 歷史 |
| AMBAAmbarella Inc | SHS | 519,483 | $4,347 萬 | 0.7% | +11,877+2.3% | 加碼 | 歷史 |
| WMGWarner Music Group Corp. | COM CL A | 1,650,815 | $4,307 萬 | 0.7% | +23,400+1.4% | 加碼 | 歷史 |
| TENBTenable Holdings, Inc. | COM | 960,754 | $4,184 萬 | 0.7% | +242,445+33.8% | 加碼 | 歷史 |
| SPSCSPS Commerce Inc | COM | 216,248 | $4,153 萬 | 0.6% | −15,827−6.8% | 減碼 | 歷史 |
| QLYSQualys, Inc. | COM | 317,208 | $4,097 萬 | 0.6% | −9,533−2.9% | 減碼 | 歷史 |
| AZTAAzenta, Inc. | COM | 868,767 | $4,055 萬 | 0.6% | +19,710+2.3% | 加碼 | 歷史 |
| TOSTToast, Inc. | Stock | 1,791,681 | $4,044 萬 | 0.6% | +33,509+1.9% | 加碼 | 歷史 |
| BOXBox Inc | CL A | 1,348,923 | $3,963 萬 | 0.6% | +32,753+2.5% | 加碼 | 歷史 |
| AMRCAmeresco, Inc. | CL A | 813,610 | $3,957 萬 | 0.6% | +19,796+2.5% | 加碼 | 歷史 |
| PROPROS Holdings, Inc. | COM | 1,247,263 | $3,842 萬 | 0.6% | +64,490+5.5% | 加碼 | 歷史 |
| ANSSAnsys Inc | COM | 114,587 | $3,784 萬 | 0.6% | +2,217+2.0% | 加碼 | 歷史 |
| AZEKAZEK Co Inc. | CL A | 1,207,254 | $3,657 萬 | 0.6% | +28,889+2.5% | 加碼 | 歷史 |
| SDGRSchrodinger, Inc. | COM | 725,104 | $3,620 萬 | 0.6% | +19,712+2.8% | 加碼 | 歷史 |
| CGNXCognex Corp | COM | 643,070 | $3,602 萬 | 0.6% | +14,735+2.3% | 加碼 | 歷史 |
| TSCOTractor Supply Co | COM | 162,787 | $3,599 萬 | 0.6% | +2,554+1.6% | 加碼 | 歷史 |
| KRNTKornit Digital Ltd. | SHS | 1,181,556 | $3,470 萬 | 0.5% | +28,483+2.5% | 加碼 | 歷史 |
| NUVANuvasive Inc | COM | 821,456 | $3,416 萬 | 0.5% | +20,051+2.5% | 加碼 | 歷史 |
| Farfetch Ltd30744W107 | ORD SH CL A | 5,619,868 | $3,394 萬 | 0.5% | +116,891+2.1% | 加碼 | – |
| LGNDLigand Pharmaceuticals Inc | COM NEW | 466,410 | $3,363 萬 | 0.5% | +11,321+2.5% | 加碼 | 歷史 |
| POOLPool Corp | COM | 88,590 | $3,319 萬 | 0.5% | +1,479+1.7% | 加碼 | 歷史 |
| PEverpure, Inc. | CL A | 898,548 | $3,308 萬 | 0.5% | +898,548 | 新進 | 歷史 |
| VRNSVaronis Systems Inc | COM | 1,204,543 | $3,210 萬 | 0.5% | +102,630+9.3% | 加碼 | 歷史 |
| IRTCiRhythm Holdings, Inc. | COM | 305,323 | $3,185 萬 | 0.5% | +7,488+2.5% | 加碼 | 歷史 |
| CHEFChefs' Warehouse, Inc. | COM | 846,421 | $3,027 萬 | 0.5% | +32,109+3.9% | 加碼 | 歷史 |
| VNOMViper Energy, Inc. | COM UNT RP INT | 1,127,070 | $3,024 萬 | 0.5% | +44,291+4.1% | 加碼 | 歷史 |
| IBPInstalled Building Products, Inc. | COM | 213,785 | $2,996 萬 | 0.5% | +213,785 | 新進 | 歷史 |
| CTRACoterra Energy Inc. | Stock | 1,179,463 | $2,984 萬 | 0.5% | +13,872+1.2% | 加碼 | 歷史 |
| DRSLeonardo DRS, Inc. | Stock | 1,718,626 | $2,980 萬 | 0.5% | +11,715+0.7% | 加碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 183,199 | $2,941 萬 | 0.5% | +3,477+1.9% | 加碼 | 歷史 |
| AZPNAspen Technology, Inc. | COM | 174,045 | $2,917 萬 | 0.5% | +3,745+2.2% | 加碼 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 160,666 | $2,909 萬 | 0.5% | +2,750+1.7% | 加碼 | 歷史 |
2023 年第 1 季之後清倉（5 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PRAAPra Group Inc | COM | 1,949,621 | $7,596 萬 | 1.3% | 歷史 |
| DLTRDollar Tree, Inc. | COM | 349,841 | $5,022 萬 | 0.8% | 歷史 |
| COOKTraeger, Inc. | COMMON STOCK | 1,349,041 | $554.5 萬 | 0.1% | 歷史 |
| OABIOmniAb, Inc. | COM | 827,778 | $304.6 萬 | 0.1% | 歷史 |
| AKAA.K.A. Brands Holding Corp. | COM | 1,615,073 | $88.0 萬 | <0.1% | 歷史 |