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 |
|---|---|---|---|---|---|---|---|---|
| PODD | INSULET CORP | $5,142.20万 | 0.55% | 337,747 | 160,040 | 90.1% | $2,436.61万 | 加仓 |
| DT | DYNATRACE INC | $5,173.07万 | 0.55% | 1,178,107 | 76,247 | 6.9% | $334.80万 | 加仓 |
| VNOM | VIPER ENERGY INC | $5,281.45万 | 0.57% | 1,245,624 | 13,896 | 1.1% | $58.92万 | 加仓 |
| AROC | ARCHROCK INC | $5,423.80万 | 0.58% | 1,332,301 | 72,376 | 5.7% | $294.64万 | 加仓 |
| RMBS | RAMBUS INC DEL | $5,434.85万 | 0.58% | 409,436 | 1,653 | 0.4% | $21.94万 | 加仓 |
| MDB | MONGODB INC | $5,563.85万 | 0.60% | 165,640 | 24,613 | 17.5% | $826.75万 | 加仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $5,678.67万 | 0.61% | 2,219,966 | 47,846 | 2.2% | $122.39万 | 加仓 |
| GMED | GLOBUS MED INC | $5,715.99万 | 0.61% | 723,451 | 8,750 | 1.2% | $69.13万 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $5,747.32万 | 0.62% | 502,344 | 66,346 | 15.2% | $759.06万 | 加仓 |
| VIRT | VIRTU FINL INC | $5,782.66万 | 0.62% | 970,734 | 454,368 | 88.0% | $2,706.67万 | 加仓 |
| IDXX | IDEXX LABS INC | $5,798.95万 | 0.62% | 110,154 | 8,057 | 7.9% | $424.15万 | 加仓 |
| JHX | JAMES HARDIE INDS PLC | $5,868.22万 | 0.63% | 2,241,488 | 122,755 | 5.8% | $321.37万 | 加仓 |
| TW | TRADEWEB MKTS INC | $5,880.65万 | 0.63% | 590,071 | 60,224 | 11.4% | $600.19万 | 加仓 |
| SRAD | SPORTRADAR GROUP AG | $6,011.44万 | 0.64% | 4,015,656 | 899,359 | 28.9% | $1,346.34万 | 加仓 |
| TOST | TOAST INC | $6,037.59万 | 0.65% | 2,170,232 | 161,361 | 8.0% | $448.91万 | 加仓 |
| SAIL | SAILPOINT INC | $6,082.78万 | 0.65% | 4,154,901 | 1,259,201 | 43.5% | $1,843.47万 | 加仓 |
| RBRK | RUBRIK INC. | $6,171.09万 | 0.66% | 768,696 | 69,307 | 9.9% | $556.40万 | 加仓 |
| AMBA | AMBARELLA INC | $6,192.28万 | 0.66% | 721,711 | 246,570 | 51.9% | $2,115.57万 | 加仓 |
| POWI | POWER INTEGRATIONS INC | $6,328.48万 | 0.68% | 755,549 | 10,380 | 1.4% | $86.94万 | 加仓 |
| VSEC | VSE CORP | $6,405.02万 | 0.69% | 280,307 | 6,587 | 2.4% | $150.51万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $6,438.08万 | 0.69% | 705,930 | 54,000 | 8.3% | $492.48万 | 加仓 |
| GENI | GENIUS SPORTS LIMITED | $6,479.27万 | 0.69% | 10,691,861 | 3,093,502 | 40.7% | $1,874.66万 | 加仓 |
| HQY | HEALTHEQUITY INC | $6,585.05万 | 0.71% | 729,080 | 44,461 | 6.5% | $401.57万 | 加仓 |
| TECH | BIO-TECHNE CORP | $6,674.28万 | 0.72% | 944,697 | -159,360 | -14.4% | -$1,125.88万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $6,691.13万 | 0.72% | 2,116,776 | 599,915 | 39.5% | $1,896.33万 | 加仓 |
| BROS | DUTCH BROS INC | $6,710.67万 | 0.72% | 934,504 | 601,447 | 180.6% | $4,318.99万 | 加仓 |
| SAIA | SAIA INC | $6,795.80万 | 0.73% | 161,359 | 20,033 | 14.2% | $843.71万 | 加仓 |
| — | SUPERNUS PHARMACEUTICALS | $6,910.55万 | 0.74% | 1,485,821 | 134,490 | 10.0% | $625.51万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $7,019.38万 | 0.75% | 185,477 | 50,108 | 37.0% | $1,896.34万 | 加仓 |
| SITM | SITIME CORP | $7,044.35万 | 0.76% | 94,484 | 24,599 | 35.2% | $1,834.00万 | 加仓 |
| HUBB | HUBBELL INC | $7,207.50万 | 0.77% | 137,758 | 12,471 | 10.0% | $652.48万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $7,302.45万 | 0.78% | 593,454 | 68,636 | 13.1% | $844.57万 | 加仓 |
| FN | FABRINET | $7,314.01万 | 0.78% | 130,124 | -4,164 | -3.1% | -$234.05万 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $7,428.70万 | 0.80% | 814,640 | 55,539 | 7.3% | $506.46万 | 加仓 |
| XMTR | XOMETRY INC | $7,713.69万 | 0.83% | 799,180 | 20,460 | 2.6% | $197.48万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $7,737.65万 | 0.83% | 430,995 | 33,551 | 8.4% | $602.34万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $7,799.88万 | 0.84% | 269,491 | 56,119 | 26.3% | $1,624.25万 | 加仓 |
| TWST | TWIST BIOSCIENCE CORP | $7,894.64万 | 0.85% | 767,364 | 767,364 | — | $7,894.64万 | 新建仓 |
| BOOT | BOOT BARN HLDGS INC | $7,968.79万 | 0.85% | 485,103 | 53,115 | 12.3% | $872.52万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $7,986.09万 | 0.86% | 238,519 | -251,200 | -51.3% | -$8,410.68万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $7,997.66万 | 0.86% | 1,604,024 | 715,089 | 80.4% | $3,565.43万 | 加仓 |
| WING | WINGSTOP INC | $8,022.55万 | 0.86% | 462,635 | 265,742 | 135.0% | $4,608.23万 | 加仓 |
| DXCM | DEXCOM INC | $8,112.66万 | 0.87% | 1,204,553 | 130,088 | 12.1% | $876.14万 | 加仓 |
| AAON | AAON INC | $8,160.35万 | 0.87% | 643,256 | 9,142 | 1.4% | $115.98万 | 加仓 |
| IRTC | IRHYTHM HOLDINGS INC | $8,248.43万 | 0.88% | 693,437 | 131,907 | 23.5% | $1,569.03万 | 加仓 |
| PIPR | PIPER SANDLER COMPANIES | $8,310.90万 | 0.89% | 1,148,867 | 28,979 | 2.6% | $209.63万 | 加仓 |
| BE | BLOOM ENERGY CORP | $8,381.25万 | 0.90% | 276,883 | -220,567 | -44.3% | -$6,676.56万 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $8,403.31万 | 0.90% | 802,838 | -150,278 | -15.8% | -$1,572.96万 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $8,444.47万 | 0.91% | 606,425 | 103,747 | 20.6% | $1,444.68万 | 加仓 |
| KRMN | KARMAN HLDGS INC | $8,509.95万 | 0.91% | 1,704,717 | 894,580 | 110.4% | $4,465.74万 | 加仓 |
| CGNX | COGNEX CORP | $8,510.89万 | 0.91% | 1,175,213 | 76,752 | 7.0% | $555.84万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $8,590.21万 | 0.92% | 444,559 | 40,559 | 10.0% | $783.72万 | 加仓 |
| OKTA | OKTA INC | $8,807.47万 | 0.94% | 645,472 | 201,645 | 45.4% | $2,751.45万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $8,961.05万 | 0.96% | 181,002 | 15,975 | 9.7% | $790.89万 | 加仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $9,027.55万 | 0.97% | 1,616,102 | 810,685 | 100.7% | $4,528.49万 | 加仓 |
| VRNS | VARONIS SYS INC | $9,058.79万 | 0.97% | 2,158,912 | 166,152 | 8.3% | $697.17万 | 加仓 |
| P | EVERPURE INC | $9,075.56万 | 0.97% | 1,151,867 | 70,167 | 6.5% | $552.85万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $9,201.64万 | 0.99% | 314,253 | 24,871 | 8.6% | $728.25万 | 加仓 |
| FROG | JFROG LTD | $9,211.85万 | 0.99% | 1,013,628 | 119,623 | 13.4% | $1,087.13万 | 加仓 |
| PLMR | PALOMAR HLDGS INC | $9,255.55万 | 0.99% | 732,301 | 17,387 | 2.4% | $219.75万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $9,261.84万 | 0.99% | 165,210 | 61,724 | 59.6% | $3,460.31万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $9,366.45万 | 1.00% | 567,423 | 76,997 | 15.7% | $1,270.99万 | 加仓 |
| ILMN | ILLUMINA INC | $9,458.35万 | 1.01% | 537,926 | 148,572 | 38.2% | $2,612.34万 | 加仓 |
| EVR | EVERCORE INC | $9,657.02万 | 1.04% | 282,832 | 23,024 | 8.9% | $786.13万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $9,825.06万 | 1.05% | 185,522 | 22,725 | 14.0% | $1,203.49万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $9,962.43万 | 1.07% | 398,529 | 15,828 | 4.1% | $395.67万 | 加仓 |
| DRS | LEONARDO DRS INC | $1.02亿 | 1.10% | 2,401,901 | 283,570 | 13.4% | $1,209.99万 | 加仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $1.03亿 | 1.10% | 2,716,484 | 292,147 | 12.1% | $1,103.15万 | 加仓 |
| FIVE | FIVE BELOW INC | $1.04亿 | 1.11% | 576,176 | 105 | 0.0% | $1.89万 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $1.07亿 | 1.14% | 1,385,647 | 259,392 | 23.0% | $1,994.21万 | 加仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $1.07亿 | 1.14% | 1,875,304 | 76,838 | 4.3% | $436.52万 | 加仓 |
| HEI/A | HEICO CORP NEW | $1.07亿 | 1.15% | 414,821 | 22,469 | 5.7% | $579.50万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $1.09亿 | 1.17% | 1,392,819 | 174,151 | 14.3% | $1,363.08万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $1.09亿 | 1.17% | 595,369 | 42,543 | 7.7% | $779.00万 | 加仓 |
| BURL | BURLINGTON STORES INC | $1.12亿 | 1.20% | 353,673 | 43,859 | 14.2% | $1,389.45万 | 加仓 |
| FTI | TECHNIPFMC PLC | $1.12亿 | 1.20% | 1,694,154 | 151,298 | 9.8% | $1,003.11万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $1.17亿 | 1.25% | 600,434 | 41,808 | 7.5% | $813.79万 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $1.20亿 | 1.29% | 316,408 | -199,412 | -38.7% | -$7,585.03万 | 减仓 |
| ALAB | ASTERA LABS INC | $1.23亿 | 1.32% | 254,996 | -14,889 | -5.5% | -$719.17万 | 减仓 |
| ICLR | ICON PUB LTD CO | $1.25亿 | 1.34% | 720,261 | 121,085 | 20.2% | $2,103.37万 | 加仓 |
| RGEN | REPLIGEN CORP | $1.28亿 | 1.37% | 937,084 | 181,513 | 24.0% | $2,476.56万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $1.31亿 | 1.41% | 858,613 | -19,991 | -2.3% | -$305.78万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $1.39亿 | 1.49% | 512,263 | 78,595 | 18.1% | $2,137.39万 | 加仓 |
| EXEL | EXELIXIS INC | $1.47亿 | 1.58% | 2,710,011 | 185,511 | 7.3% | $1,009.37万 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $1.50亿 | 1.61% | 475,609 | -19,061 | -3.9% | -$602.50万 | 减仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $1.61亿 | 1.73% | 745,635 | -86,596 | -10.4% | -$1,873.24万 | 减仓 |
| RBC | RBC BEARINGS INC | $1.72亿 | 1.85% | 267,280 | 2,242 | 0.8% | $144.40万 | 加仓 |