Stephens Investment Management Group LLC
LITTLE ROCK AR · SEC CIK 0001314440
$72.95亿2026Q1 申报市值
173持仓数
16.5%前十大占比 · 第一大 2.1%
8 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
PIPR 加仓+$6,436.71万
DRS 加仓+$4,888.78万
FROG 新建仓+$4,195.57万
ONTO 新建仓+$2,776.01万
OLLI 加仓+$2,557.52万
2026Q1 卖出最多 按季末市值估算
CLEARWATER ANALY 清仓-$8,518.68万
U 清仓-$6,932.66万
CIEN 减仓-$5,448.46万
SDGR 清仓-$4,023.18万
PEN 清仓-$3,756.26万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| PTC | PTC INC | $3,891.23万 | 0.53% | 273,088 | -70,798 | -20.6% | -$1,008.80万 | 减仓 |
| JHX | JAMES HARDIE INDS PLC | $4,012.88万 | 0.55% | 2,118,733 | -7,991 | -0.4% | -$15.13万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $4,070.84万 | 0.56% | 433,668 | 78,015 | 21.9% | $732.33万 | 加仓 |
| DT | DYNATRACE INC | $4,074.68万 | 0.56% | 1,101,860 | -2,844 | -0.3% | -$10.52万 | 减仓 |
| FROG | JFROG LTD | $4,195.57万 | 0.58% | 894,005 | 894,005 | — | $4,195.57万 | 新建仓 |
| KNSL | KINSALE CAP GROUP INC | $4,200.95万 | 0.58% | 122,957 | -85,118 | -40.9% | -$2,908.14万 | 减仓 |
| SLAB | SILICON LABORATORIES INC | $4,205.23万 | 0.58% | 202,029 | -92,314 | -31.4% | -$1,921.52万 | 减仓 |
| BLSH | BULLISH | $4,211.13万 | 0.58% | 1,178,599 | 328,351 | 38.6% | $1,173.20万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $4,212.12万 | 0.58% | 651,930 | -2,608 | -0.4% | -$16.85万 | 减仓 |
| VRNS | VARONIS SYS INC | $4,278.46万 | 0.59% | 1,992,760 | 302,411 | 17.9% | $649.28万 | 加仓 |
| AROC | ARCHROCK INC | $4,384.54万 | 0.60% | 1,259,925 | -4,651 | -0.4% | -$16.19万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $4,394.95万 | 0.60% | 103,486 | 20,262 | 24.3% | $860.51万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $4,508.73万 | 0.62% | 125,665 | -55,507 | -30.6% | -$1,991.54万 | 减仓 |
| BCPC | BALCHEM CORP | $4,509.63万 | 0.62% | 266,086 | -1,369 | -0.5% | -$23.20万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $4,521.35万 | 0.62% | 213,372 | 14,396 | 7.2% | $305.05万 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC | $4,528.97万 | 0.62% | 170,808 | -660 | -0.4% | -$17.50万 | 减仓 |
| MMS | MAXIMUS INC | $4,592.05万 | 0.63% | 716,389 | -3,458 | -0.5% | -$22.17万 | 减仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $4,594.17万 | 0.63% | 559,378 | -3,832 | -0.7% | -$31.47万 | 减仓 |
| ILMN | ILLUMINA INC | $4,799.18万 | 0.66% | 389,354 | 46,783 | 13.7% | $576.65万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $4,907.06万 | 0.67% | 143,322 | 7,798 | 5.8% | $266.99万 | 加仓 |
| SAIA | SAIA INC | $4,964.50万 | 0.68% | 141,326 | 14,133 | 11.1% | $496.46万 | 加仓 |
| AR | ANTERO RESOURCES CORP | $5,011.80万 | 0.69% | 1,180,915 | -7,055 | -0.6% | -$29.94万 | 减仓 |
| VSEC | VSE CORP | $5,047.40万 | 0.69% | 273,720 | 99,777 | 57.4% | $1,839.89万 | 加仓 |
| SRAD | SPORTRADAR GROUP AG | $5,216.68万 | 0.72% | 3,116,297 | 901,619 | 40.7% | $1,509.31万 | 加仓 |
| AAON | AAON INC | $5,247.29万 | 0.72% | 634,114 | -2,182 | -0.3% | -$18.06万 | 减仓 |
| TOST | TOAST INC | $5,325.52万 | 0.73% | 2,008,871 | 259,457 | 14.8% | $687.82万 | 加仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $5,343.24万 | 0.73% | 1,798,466 | 76,843 | 4.5% | $228.30万 | 加仓 |
| CGNX | COGNEX CORP | $5,381.36万 | 0.74% | 1,098,461 | -6,322 | -0.6% | -$30.97万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $5,652.50万 | 0.77% | 289,382 | -1,761 | -0.6% | -$34.40万 | 减仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $5,672.69万 | 0.78% | 1,004,905 | -228,929 | -18.6% | -$1,292.30万 | 减仓 |
| HQY | HEALTHEQUITY INC | $5,721.36万 | 0.78% | 684,619 | -41,566 | -5.7% | -$347.37万 | 减仓 |
| IDXX | IDEXX LABS INC | $5,736.73万 | 0.79% | 102,097 | 4,715 | 4.8% | $264.93万 | 加仓 |
| TECH | BIO-TECHNE CORP | $5,769.80万 | 0.79% | 1,104,057 | -5,601 | -0.5% | -$29.27万 | 减仓 |
| VNOM | VIPER ENERGY INC | $5,787.89万 | 0.79% | 1,231,728 | 93,498 | 8.2% | $439.35万 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $5,803.57万 | 0.80% | 435,998 | -1,601 | -0.4% | -$21.31万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $5,922.49万 | 0.81% | 165,027 | -736 | -0.4% | -$26.41万 | 减仓 |
| RMD | RESMED INC | $6,118.27万 | 0.84% | 272,553 | -835 | -0.3% | -$18.74万 | 减仓 |
| HUBB | HUBBELL INC | $6,148.33万 | 0.84% | 125,287 | 11,032 | 9.7% | $541.38万 | 加仓 |
| GMED | GLOBUS MED INC | $6,157.86万 | 0.84% | 714,701 | -2,622 | -0.4% | -$22.59万 | 减仓 |
| TW | TRADEWEB MKTS INC | $6,234.18万 | 0.85% | 529,847 | 40,006 | 8.2% | $470.71万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $6,267.88万 | 0.86% | 888,935 | -290,353 | -24.6% | -$2,047.28万 | 减仓 |
| BOOT | BOOT BARN HLDGS INC | $6,322.58万 | 0.87% | 431,988 | -2,424 | -0.6% | -$35.48万 | 减仓 |
| P | EVERPURE INC | $6,386.36万 | 0.88% | 1,081,700 | -5,189 | -0.5% | -$30.64万 | 减仓 |
| CIEN | CIENA CORP | $6,451.26万 | 0.88% | 166,171 | -140,341 | -45.8% | -$5,448.46万 | 减仓 |
| KRMN | KARMAN HLDGS INC | $6,485.15万 | 0.89% | 810,137 | -458,939 | -36.2% | -$3,673.81万 | 减仓 |
| IRTC | IRHYTHM HOLDINGS INC | $6,627.18万 | 0.91% | 561,530 | 42,205 | 8.1% | $498.10万 | 加仓 |
| ICLR | ICON PLC | $6,630.48万 | 0.91% | 599,176 | 56,180 | 10.3% | $621.69万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $6,671.66万 | 0.91% | 404,000 | 33,775 | 9.1% | $557.76万 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $6,691.65万 | 0.92% | 502,678 | 67,879 | 15.6% | $903.61万 | 加仓 |
| BE | BLOOM ENERGY CORP | $6,739.95万 | 0.92% | 497,450 | -2,373 | -0.5% | -$32.15万 | 减仓 |
| DXCM | DEXCOM INC | $6,747.64万 | 0.92% | 1,074,465 | 31,664 | 3.0% | $198.85万 | 加仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $6,857.38万 | 0.94% | 2,172,120 | 17,541 | 0.8% | $55.38万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $6,871.38万 | 0.94% | 1,516,861 | 153,921 | 11.3% | $697.26万 | 加仓 |
| — | SUPERNUS PHARMACEUTICALS | $6,985.03万 | 0.96% | 1,351,331 | -55,191 | -3.9% | -$285.28万 | 减仓 |
| FN | FABRINET | $7,003.39万 | 0.96% | 134,288 | -3,812 | -2.8% | -$198.80万 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $7,003.50万 | 0.96% | 953,116 | -3,031 | -0.3% | -$22.27万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $7,541.50万 | 1.03% | 397,444 | 49,248 | 14.1% | $934.48万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $7,558.34万 | 1.04% | 382,701 | -1,441 | -0.4% | -$28.46万 | 减仓 |
| EVR | EVERCORE INC | $7,755.53万 | 1.06% | 259,808 | 14,746 | 6.0% | $440.18万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $7,817.35万 | 1.07% | 162,797 | 43,680 | 36.7% | $2,097.47万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $7,849.18万 | 1.08% | 524,818 | 15,260 | 3.0% | $228.23万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $7,876.25万 | 1.08% | 1,218,668 | -4,997 | -0.4% | -$32.30万 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $8,149.93万 | 1.12% | 878,604 | -4,561 | -0.5% | -$42.31万 | 减仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $8,179.71万 | 1.12% | 2,424,337 | 495,243 | 25.7% | $1,670.95万 | 加仓 |
| HEI/A | HEICO CORP NEW | $8,282.16万 | 1.14% | 392,352 | -11,882 | -2.9% | -$250.82万 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $8,333.41万 | 1.14% | 759,101 | -2,810 | -0.4% | -$30.85万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $8,431.15万 | 1.16% | 552,826 | -2,200 | -0.4% | -$33.55万 | 减仓 |
| PLMR | PALOMAR HLDGS INC | $8,543.22万 | 1.17% | 714,914 | 20,597 | 3.0% | $246.13万 | 加仓 |
| PIPR | PIPER SANDLER COMPANIES | $8,572.74万 | 1.18% | 1,119,888 | 840,851 | 301.3% | $6,436.71万 | 加仓 |
| RGEN | REPLIGEN CORP | $8,902.14万 | 1.22% | 755,571 | 98,460 | 15.0% | $1,160.06万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $8,977.25万 | 1.23% | 490,426 | 77,619 | 18.8% | $1,420.82万 | 加仓 |
| ECPG | ENCORE CAP GROUP INC | $9,123.16万 | 1.25% | 1,301,078 | -4,571 | -0.4% | -$32.05万 | 减仓 |
| DRS | LEONARDO DRS INC | $9,430.81万 | 1.29% | 2,118,331 | 1,098,108 | 107.6% | $4,888.78万 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $9,876.09万 | 1.35% | 494,670 | -6,370 | -1.3% | -$127.18万 | 减仓 |
| BURL | BURLINGTON STORES INC | $1.01亿 | 1.38% | 309,814 | -69,075 | -18.2% | -$2,247.56万 | 减仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $1.04亿 | 1.42% | 1,126,255 | 277,870 | 32.8% | $2,557.52万 | 加仓 |
| FTI | TECHNIPFMC PLC | $1.07亿 | 1.46% | 1,542,856 | -111,010 | -6.7% | -$767.41万 | 减仓 |
| EXEL | EXELIXIS INC | $1.08亿 | 1.48% | 2,524,500 | -14,921 | -0.6% | -$64.00万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $1.14亿 | 1.57% | 558,626 | -2,559 | -0.5% | -$52.33万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $1.15亿 | 1.57% | 515,820 | -25,239 | -4.7% | -$560.48万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $1.23亿 | 1.68% | 489,719 | -110,944 | -18.5% | -$2,780.03万 | 减仓 |
| FIVE | FIVE BELOW INC | $1.32亿 | 1.80% | 576,071 | -48,793 | -7.8% | -$1,114.82万 | 减仓 |
| RBC | RBC BEARINGS INC | $1.44亿 | 1.97% | 265,038 | -7,269 | -2.7% | -$394.79万 | 减仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $1.56亿 | 2.14% | 832,231 | -15,010 | -1.8% | -$282.19万 | 减仓 |