Stephens Investment Management Group LLC
LITTLE ROCK AR · SEC CIK 0001314440
$93.29亿2026Q2 申报市值
176持仓数
15.0%前十大占比 · 第一大 1.8%
13 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TWST 新建仓+$7,894.64万
HRI 新建仓+$4,621.57万
WING 加仓+$4,608.23万
FPS 加仓+$4,528.49万
KRMN 加仓+$4,465.74万
2026Q2 卖出最多 按季末市值估算
ECPG 减仓-$9,667.86万
VRT 减仓-$8,410.68万
MTSI 减仓-$7,585.03万
BE 减仓-$6,676.56万
MRVL 减仓-$5,503.07万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -125,665 | -100.0% | -$4,508.73万 | 清仓 |
| SLAB | SILICON LABORATORIES INC | $0 | 0.00% | 0 | -202,029 | -100.0% | -$4,205.23万 | 清仓 |
| KNSL | KINSALE CAP GROUP INC | $0 | 0.00% | 0 | -122,957 | -100.0% | -$4,200.95万 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -872,463 | -100.0% | -$3,519.52万 | 清仓 |
| POOL | POOL CORP | $0 | 0.00% | 0 | -107,671 | -100.0% | -$2,178.51万 | 清仓 |
| AZTA | AZENTA INC | $0 | 0.00% | 0 | -1,024,048 | -100.0% | -$2,163.81万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -132,091 | -100.0% | -$1,778.61万 | 清仓 |
| TENB | TENABLE HLDGS INC | $0 | 0.00% | 0 | -633,122 | -100.0% | -$1,070.93万 | 清仓 |
| VIA | VIA TRANSN INC | $0 | 0.00% | 0 | -335,591 | -100.0% | -$503.39万 | 清仓 |
| RVLV | REVOLVE GROUP INC | $0 | 0.00% | 0 | -200,619 | -100.0% | -$453.60万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -821 | -100.0% | -$24.25万 | 清仓 |
| TSLA | TESLA INC | $21.24万 | 0.00% | 505 | 20 | 4.1% | $8,412 | 重新持有 |
| AMD | ADVANCED MICRO DEVICES INC | $24.51万 | 0.00% | 422 | 422 | — | $24.51万 | 新建仓 |
| SHOP | SHOPIFY INC | $27.61万 | 0.00% | 2,418 | 117 | 5.1% | $1.34万 | 加仓 |
| RTX | RTX CORPORATION | $27.91万 | 0.00% | 1,471 | 88 | 6.4% | $1.67万 | 加仓 |
| TJX | TJX COS INC NEW | $27.97万 | 0.00% | 1,846 | 111 | 6.4% | $1.68万 | 加仓 |
| MELI | MERCADOLIBRE INC | $28.52万 | 0.00% | 168 | 8 | 5.0% | $1.36万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $31.07万 | 0.00% | 2,663 | 114 | 4.5% | $1.33万 | 加仓 |
| META | META PLATFORMS INC | $32.67万 | 0.00% | 580 | 19 | 3.4% | $1.07万 | 加仓 |
| ASML | ASML HLDG NV | $54.31万 | 0.01% | 273 | 14 | 5.4% | $2.79万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $59.79万 | 0.01% | 2,007 | -184,735 | -98.9% | -$5,503.07万 | 减仓 |
| AMZN | AMAZON COM INC | $61.92万 | 0.01% | 2,598 | 110 | 4.4% | $2.62万 | 加仓 |
| GOOGL | ALPHABET INC | $65.01万 | 0.01% | 1,819 | 69 | 3.9% | $2.47万 | 加仓 |
| MSFT | MICROSOFT CORP | $68.23万 | 0.01% | 1,829 | 86 | 4.9% | $3.21万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $94.66万 | 0.01% | 4,731 | 205 | 4.5% | $4.10万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $122.54万 | 0.01% | 2,566 | 57 | 2.3% | $2.72万 | 加仓 |
| VPG | VISHAY PRECISION GROUP INC | $539.03万 | 0.06% | 35,957 | 35,957 | — | $539.03万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $639.10万 | 0.07% | 25,112 | 25,112 | — | $639.10万 | 新建仓 |
| DDOG | DATADOG INC | $639.52万 | 0.07% | 24,563 | 24,563 | — | $639.52万 | 新建仓 |
| TITN | TITAN MACHY INC | $825.76万 | 0.09% | 390,987 | -289,482 | -42.5% | -$611.39万 | 减仓 |
| PAR | PAR TECHNOLOGY CORP | $841.84万 | 0.09% | 483,261 | 24,640 | 5.4% | $42.92万 | 加仓 |
| YSS | YORK SPACE SYSTEMS INC | $858.65万 | 0.09% | 348,762 | -223,085 | -39.0% | -$549.24万 | 减仓 |
| RMD | RESMED INC | $896.14万 | 0.10% | 45,984 | -226,569 | -83.1% | -$4,415.38万 | 减仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $990.05万 | 0.11% | 714,324 | -178,784 | -20.0% | -$247.79万 | 减仓 |
| GLBE | GLOBAL E ONLINE LTD | $999.49万 | 0.11% | 287,790 | 14,759 | 5.4% | $51.26万 | 加仓 |
| GPOR | GULFPORT ENERGY CORP | $1,008.58万 | 0.11% | 59,433 | 10,253 | 20.8% | $173.99万 | 加仓 |
| ADSK | AUTODESK INC | $1,079.71万 | 0.12% | 55,535 | 19,997 | 56.3% | $388.78万 | 加仓 |
| TWLO | TWILIO INC | $1,161.06万 | 0.12% | 56,272 | 56,272 | — | $1,161.06万 | 新建仓 |
| PI | IMPINJ INC | $1,187.33万 | 0.13% | 82,897 | 3,366 | 4.2% | $48.21万 | 加仓 |
| AXGN | AXOGEN INC | $1,195.88万 | 0.13% | 258,905 | 11,019 | 4.4% | $50.90万 | 加仓 |
| LNN | LINDSAY CORP | $1,200.59万 | 0.13% | 96,978 | 6,704 | 7.4% | $83.00万 | 加仓 |
| NTSK | NETSKOPE INC | $1,203.57万 | 0.13% | 1,100,154 | 122,368 | 12.5% | $133.87万 | 加仓 |
| URI | UNITED RENTALS INC | $1,391.53万 | 0.15% | 12,283 | 12,283 | — | $1,391.53万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,409.44万 | 0.15% | 18,469 | 3,592 | 24.1% | $274.12万 | 加仓 |
| HSIC | SCHEIN HENRY INC | $1,410.08万 | 0.15% | 168,831 | 31,167 | 22.6% | $260.31万 | 加仓 |
| VEEV | VEEVA SYS INC | $1,435.04万 | 0.15% | 80,861 | 23,992 | 42.2% | $425.79万 | 加仓 |
| ONT | ONTERRIS INC | $1,489.01万 | 0.16% | 736,768 | 41,788 | 6.0% | $84.45万 | 加仓 |
| HUBG | HUB GROUP INC | $1,506.68万 | 0.16% | 344,070 | 17,563 | 5.4% | $76.91万 | 加仓 |
| CPRT | COPART INC | $1,543.57万 | 0.17% | 547,560 | 100,158 | 22.4% | $282.35万 | 加仓 |
| DSGX | DESCARTES SYS GROUP INC | $1,546.59万 | 0.17% | 223,367 | 4,797 | 2.2% | $33.21万 | 加仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $1,671.87万 | 0.18% | 402,762 | 94,247 | 30.5% | $391.22万 | 加仓 |
| TATT | TAT TECHNOLOGIES LTD | $1,728.83万 | 0.19% | 358,456 | 168,124 | 88.3% | $810.86万 | 加仓 |
| CAMT | CAMTEK LTD | $1,739.05万 | 0.19% | 106,612 | 51,894 | 94.8% | $846.49万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $1,757.98万 | 0.19% | 100,010 | 21,180 | 26.9% | $372.30万 | 加仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $1,785.41万 | 0.19% | 221,900 | -5,979 | -2.6% | -$48.11万 | 减仓 |
| AGYS | AGILYSYS INC | $1,822.09万 | 0.20% | 174,363 | 11,552 | 7.1% | $120.72万 | 加仓 |
| PKE | PARK AEROSPACE CORP | $1,894.09万 | 0.20% | 496,355 | -48,802 | -9.0% | -$186.23万 | 减仓 |
| — | BIOLIFE SOLUTIONS INC | $2,001.27万 | 0.21% | 708,666 | 35,537 | 5.3% | $100.36万 | 加仓 |
| ZS | ZSCALER INC | $2,075.78万 | 0.22% | 147,062 | 147,062 | — | $2,075.78万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $2,153.60万 | 0.23% | 46,906 | 13,420 | 40.1% | $616.15万 | 加仓 |
| PTC | PTC INC | $2,230.63万 | 0.24% | 196,341 | -76,747 | -28.1% | -$871.92万 | 减仓 |
| FTNT | FORTINET INC | $2,234.40万 | 0.24% | 145,450 | 73,691 | 102.7% | $1,132.04万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $2,267.07万 | 0.24% | 16,400 | 3,575 | 27.9% | $494.19万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $2,297.49万 | 0.25% | 67,371 | 13,644 | 25.4% | $465.29万 | 加仓 |
| VST | VISTRA CORP | $2,423.55万 | 0.26% | 152,780 | 32,943 | 27.5% | $522.57万 | 加仓 |
| KRNT | KORNIT DIGITAL LTD | $2,461.01万 | 0.26% | 1,514,468 | 48,016 | 3.3% | $78.03万 | 加仓 |
| ECPG | ENCORE CAP GROUP INC | $2,469.90万 | 0.26% | 264,755 | -1,036,323 | -79.7% | -$9,667.86万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $2,499.57万 | 0.27% | 86,017 | 18,617 | 27.6% | $540.99万 | 加仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $2,518.60万 | 0.27% | 1,953,921 | 294,122 | 17.7% | $379.12万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $2,599.65万 | 0.28% | 74,261 | 16,044 | 27.6% | $561.65万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $2,604.46万 | 0.28% | 469,272 | 101,566 | 27.6% | $563.69万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $2,752.69万 | 0.30% | 274,500 | 109,088 | 65.9% | $1,093.93万 | 加仓 |
| MIR | MIRION TECHNOLOGIES INC | $3,009.32万 | 0.32% | 1,678,373 | 303,497 | 22.1% | $544.17万 | 加仓 |
| LASR | NLIGHT INC | $3,175.64万 | 0.34% | 456,139 | -40,192 | -8.1% | -$279.82万 | 减仓 |
| BLSH | BULLISH | $3,177.05万 | 0.34% | 1,355,974 | 177,375 | 15.0% | $415.59万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $3,181.02万 | 0.34% | 84,755 | 15,974 | 23.2% | $599.54万 | 加仓 |
| BRZE | BRAZE INC | $3,297.40万 | 0.35% | 1,520,241 | 149,255 | 10.9% | $323.73万 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $3,303.23万 | 0.35% | 99,098 | 99,098 | — | $3,303.23万 | 新建仓 |
| FAST | FASTENAL CO | $3,354.55万 | 0.36% | 698,428 | 214,879 | 44.4% | $1,032.06万 | 加仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $3,454.70万 | 0.37% | 281,832 | 281,832 | — | $3,454.70万 | 新建仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $3,493.45万 | 0.37% | 741,238 | -263,667 | -26.2% | -$1,242.66万 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $3,507.91万 | 0.38% | 863,591 | 320,432 | 59.0% | $1,301.59万 | 加仓 |
| EZPW | EZCORP INC | $3,591.33万 | 0.38% | 1,038,856 | -395,598 | -27.6% | -$1,367.58万 | 减仓 |
| VIAV | VIAVI SOLUTIONS INC | $3,670.43万 | 0.39% | 768,676 | 768,676 | — | $3,670.43万 | 新建仓 |
| POWL | POWELL INDS INC | $3,752.63万 | 0.40% | 131,046 | -48,285 | -26.9% | -$1,382.69万 | 减仓 |
| GH | GUARDANT HEALTH INC | $3,815.41万 | 0.41% | 254,310 | 254,310 | — | $3,815.41万 | 新建仓 |
| ROST | ROSS STORES INC | $3,926.10万 | 0.42% | 184,454 | 28,919 | 18.6% | $615.54万 | 加仓 |
| TER | TERADYNE INC | $3,990.03万 | 0.43% | 82,466 | 1,666 | 2.1% | $80.61万 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC | $4,028.43万 | 0.43% | 175,271 | 4,463 | 2.6% | $102.58万 | 加仓 |
| COHR | COHERENT CORP | $4,077.20万 | 0.44% | 103,359 | 5,711 | 5.8% | $225.28万 | 加仓 |
| NTNX | NUTANIX INC | $4,121.67万 | 0.44% | 808,805 | 59,733 | 8.0% | $304.40万 | 加仓 |
| S | SENTINELONE INC | $4,144.13万 | 0.44% | 2,442,034 | 54,118 | 2.3% | $91.84万 | 加仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $4,229.08万 | 0.45% | 596,653 | 37,275 | 6.7% | $264.21万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $4,482.94万 | 0.48% | 153,284 | 9,962 | 7.0% | $291.35万 | 加仓 |
| BCPC | BALCHEM CORP | $4,570.11万 | 0.49% | 270,501 | 4,415 | 1.7% | $74.59万 | 加仓 |
| MMS | MAXIMUS INC | $4,595.32万 | 0.49% | 854,785 | 138,396 | 19.3% | $744.02万 | 加仓 |
| HRI | HERC HLDGS INC | $4,621.57万 | 0.50% | 322,420 | 322,420 | — | $4,621.57万 | 新建仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $4,775.21万 | 0.51% | 2,426,427 | 396,757 | 19.5% | $780.82万 | 加仓 |
| CIEN | CIENA CORP | $4,943.42万 | 0.53% | 100,771 | -65,400 | -39.4% | -$3,208.26万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $4,947.05万 | 0.53% | 1,407,811 | 226,896 | 19.2% | $797.31万 | 加仓 |