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 |
|---|---|---|---|---|---|---|---|---|
| S | SENTINELONE INC | $3,075.64万 | 0.42% | 2,387,916 | -9,200 | -0.4% | -$11.85万 | 减仓 |
| WING | WINGSTOP INC | $3,051.25万 | 0.42% | 196,893 | -108,388 | -35.5% | -$1,679.69万 | 减仓 |
| ALAB | ASTERA LABS INC | $2,957.94万 | 0.41% | 269,885 | 31,108 | 13.0% | $340.94万 | 加仓 |
| NTNX | NUTANIX INC | $2,847.22万 | 0.39% | 749,072 | -1,116 | -0.1% | -$4.24万 | 减仓 |
| LASR | NLIGHT INC | $2,830.08万 | 0.39% | 496,331 | -264,398 | -34.8% | -$1,507.60万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $2,776.01万 | 0.38% | 135,369 | 135,369 | — | $2,776.01万 | 新建仓 |
| MIR | MIRION TECHNOLOGIES INC | $2,555.89万 | 0.35% | 1,374,876 | 564,933 | 69.7% | $1,050.21万 | 加仓 |
| AMBA | AMBARELLA INC | $2,445.79万 | 0.34% | 475,141 | -1,807 | -0.4% | -$9.30万 | 减仓 |
| SITM | SITIME CORP | $2,413.48万 | 0.33% | 69,885 | 69,885 | — | $2,413.48万 | 新建仓 |
| TER | TERADYNE INC | $2,395.40万 | 0.33% | 80,800 | -32,074 | -28.4% | -$950.87万 | 减仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $2,357.46万 | 0.32% | 805,417 | 805,417 | — | $2,357.46万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $2,326.31万 | 0.32% | 67,400 | -855 | -1.3% | -$29.51万 | 减仓 |
| COHR | COHERENT CORP | $2,326.07万 | 0.32% | 97,648 | -46,145 | -32.1% | -$1,099.22万 | 减仓 |
| VIRT | VIRTU FINL INC | $2,270.98万 | 0.31% | 516,366 | 111,437 | 27.5% | $490.10万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $2,244.85万 | 0.31% | 367,706 | -5,102 | -1.4% | -$31.15万 | 减仓 |
| FAST | FASTENAL CO | $2,243.67万 | 0.31% | 483,549 | -7,112 | -1.4% | -$33.00万 | 减仓 |
| POOL | POOL CORP | $2,178.51万 | 0.30% | 107,671 | -23 | -0.0% | -$4,654 | 减仓 |
| AZTA | AZENTA INC | $2,163.81万 | 0.30% | 1,024,048 | -47,991 | -4.5% | -$101.40万 | 减仓 |
| KRNT | KORNIT DIGITAL LTD | $2,149.82万 | 0.29% | 1,466,452 | -9,493 | -0.6% | -$13.92万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1,911.22万 | 0.26% | 68,781 | -716 | -1.0% | -$19.90万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1,849.68万 | 0.25% | 186,742 | -2,572 | -1.4% | -$25.48万 | 减仓 |
| VST | VISTRA CORP | $1,801.51万 | 0.25% | 119,837 | -1,671 | -1.4% | -$25.12万 | 减仓 |
| RDDT | REDDIT INC | $1,778.61万 | 0.24% | 132,091 | 169 | 0.1% | $2.28万 | 加仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $1,739.47万 | 0.24% | 1,659,799 | 292,748 | 21.4% | $306.80万 | 加仓 |
| BROS | DUTCH BROS INC | $1,687.27万 | 0.23% | 333,057 | 28,776 | 9.5% | $145.78万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1,643.87万 | 0.23% | 58,217 | -954 | -1.6% | -$26.94万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1,623.77万 | 0.22% | 33,486 | 6,672 | 24.9% | $323.53万 | 加仓 |
| DSGX | DESCARTES SYS GROUP INC | $1,564.09万 | 0.21% | 218,570 | 10,918 | 5.3% | $78.13万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $1,559.18万 | 0.21% | 78,830 | 6,941 | 9.7% | $137.29万 | 加仓 |
| ONT | MONTROSE ENVIRONMENTAL GROUP | $1,521.31万 | 0.21% | 694,980 | -9,722 | -1.4% | -$21.28万 | 减仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $1,505.78万 | 0.21% | 893,108 | -548,590 | -38.1% | -$924.92万 | 减仓 |
| PKE | PARK AEROSPACE CORP | $1,492.64万 | 0.20% | 545,157 | 545,157 | — | $1,492.64万 | 新建仓 |
| CPRT | COPART INC | $1,485.37万 | 0.20% | 447,402 | -5,117 | -1.1% | -$16.99万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1,402.22万 | 0.19% | 12,825 | 989 | 8.4% | $108.13万 | 加仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $1,287.74万 | 0.18% | 227,879 | -19,699 | -8.0% | -$111.32万 | 减仓 |
| — | BIOLIFE SOLUTIONS INC | $1,284.33万 | 0.18% | 673,129 | 66,242 | 10.9% | $126.39万 | 加仓 |
| YSS | YORK SPACE SYSTEMS INC | $1,267.78万 | 0.17% | 571,847 | 571,847 | — | $1,267.78万 | 新建仓 |
| HUBG | HUB GROUP INC | $1,176.73万 | 0.16% | 326,507 | -4,812 | -1.5% | -$17.34万 | 减仓 |
| AGYS | AGILYSYS INC | $1,158.24万 | 0.16% | 162,811 | 31,857 | 24.3% | $226.63万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $1,146.31万 | 0.16% | 165,412 | -883 | -0.5% | -$6.12万 | 减仓 |
| TITN | TITAN MACHY INC | $1,137.74万 | 0.16% | 680,469 | 120,880 | 21.6% | $202.11万 | 加仓 |
| LNN | LINDSAY CORP | $1,074.89万 | 0.15% | 90,274 | -1,313 | -1.4% | -$15.63万 | 减仓 |
| TENB | TENABLE HLDGS INC | $1,070.93万 | 0.15% | 633,122 | -467,324 | -42.5% | -$790.48万 | 减仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $1,044.32万 | 0.14% | 308,515 | 134,287 | 77.1% | $454.56万 | 加仓 |
| GPOR | GULFPORT ENERGY CORP | $1,040.50万 | 0.14% | 49,180 | -784 | -1.6% | -$16.59万 | 减仓 |
| HSIC | SCHEIN HENRY INC | $1,014.58万 | 0.14% | 137,664 | -1,332 | -1.0% | -$9.82万 | 减仓 |
| VEEV | VEEVA SYS INC | $998.96万 | 0.14% | 56,869 | -480 | -0.8% | -$8.43万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $861.35万 | 0.12% | 53,727 | -301 | -0.6% | -$4.83万 | 减仓 |
| ADSK | AUTODESK INC | $850.78万 | 0.12% | 35,538 | -221 | -0.6% | -$5.29万 | 减仓 |
| GLBE | GLOBAL E ONLINE LTD | $842.30万 | 0.12% | 273,031 | -3,940 | -1.4% | -$12.15万 | 减仓 |
| NTSK | NETSKOPE INC | $830.14万 | 0.11% | 977,786 | 528,164 | 117.5% | $448.41万 | 加仓 |
| CAMT | CAMTEK LTD | $829.58万 | 0.11% | 54,718 | 54,718 | — | $829.58万 | 新建仓 |
| AXGN | AXOGEN INC | $821.25万 | 0.11% | 247,886 | 93,801 | 60.9% | $310.76万 | 加仓 |
| PI | IMPINJ INC | $816.78万 | 0.11% | 79,531 | 21,205 | 36.4% | $217.78万 | 加仓 |
| TATT | TAT TECHNOLOGIES LTD | $773.32万 | 0.11% | 190,332 | 190,332 | — | $773.32万 | 新建仓 |
| PAR | PAR TECHNOLOGY CORP | $611.34万 | 0.08% | 458,621 | 175,831 | 62.2% | $234.38万 | 加仓 |
| FTNT | FORTINET INC | $586.41万 | 0.08% | 71,759 | -18,691 | -20.7% | -$152.74万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $580.81万 | 0.08% | 14,877 | -18 | -0.1% | -$7,027 | 减仓 |
| VIA | VIA TRANSN INC | $503.39万 | 0.07% | 335,591 | 101,380 | 43.3% | $152.07万 | 加仓 |
| RVLV | REVOLVE GROUP INC | $453.60万 | 0.06% | 200,619 | -2,898 | -1.4% | -$6.55万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $84.79万 | 0.01% | 2,509 | -82 | -3.2% | -$2.77万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $78.93万 | 0.01% | 4,526 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $64.52万 | 0.01% | 1,743 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $51.82万 | 0.01% | 2,488 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $50.32万 | 0.01% | 1,750 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $37.29万 | 0.01% | 2,549 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $34.21万 | 0.00% | 259 | 5 | 2.0% | $6,604 | 加仓 |
| META | META PLATFORMS INC | $32.10万 | 0.00% | 561 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $27.71万 | 0.00% | 1,735 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $27.66万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $27.29万 | 0.00% | 2,301 | 274 | 13.5% | $3.25万 | 加仓 |
| RTX | RTX CORPORATION | $26.68万 | 0.00% | 1,383 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $24.25万 | 0.00% | 821 | 0 | 0.0% | — | 不变 |
| — | CLEARWATER ANALYTICS HLDGS I | $0 | 0.00% | 0 | -3,531,792 | -100.0% | -$8,518.68万 | 清仓 |
| U | UNITY SOFTWARE INC | $0 | 0.00% | 0 | -1,569,541 | -100.0% | -$6,932.66万 | 清仓 |
| SDGR | SCHRODINGER INC | $0 | 0.00% | 0 | -2,250,098 | -100.0% | -$4,023.18万 | 清仓 |
| PEN | PENUMBRA INC | $0 | 0.00% | 0 | -120,815 | -100.0% | -$3,756.26万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -314,906 | -100.0% | -$3,198.19万 | 清仓 |
| — | AMICUS THERAPEUTICS INC | $0 | 0.00% | 0 | -1,351,814 | -100.0% | -$1,924.98万 | 清仓 |
| MGNI | MAGNITE INC | $0 | 0.00% | 0 | -1,128,578 | -100.0% | -$1,831.68万 | 清仓 |
| — | SIMULATIONS PLUS INC | $0 | 0.00% | 0 | -513,728 | -100.0% | -$936.53万 | 清仓 |
| HSTM | HEALTHSTREAM INC | $0 | 0.00% | 0 | -315,291 | -100.0% | -$727.38万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -387 | -100.0% | -$21.92万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |