Sponsored

The Analysis of Stephens Investment Management Group LLC's Holdings & P&L

Currently, Stephens Investment Management Group LLC holds 177 types of securities in its portfolio with a total value $9.4B. In the most recent quarter, they have increased their positions in TWST (+767.4K shares, valued at $78.9M), HRI (+322.4K shares, valued at $46.2M), WING (+265.7K shares, valued at $46.1M); decreased their positions in ECPG (-1.0M shares, valued at $101.4M), ECPG (-1.0M shares, valued at $96.7M), VRT (-251.2K shares, valued at $84.1M); initiated new positions in TWST (+767.4K shares, valued at $78.9M), HRI (+322.4K shares, valued at $46.2M), N/A (+254.3K shares, valued at $38.2M).

1M P&L

+74.7M+1.00%

3M P&L

+216.9M+2.95%

HY P&L

+387.5M+5.40%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors804.6M

10.1%

2Aerospace & Defense602.3M

7.6%

3Biotechnology505.6M

6.4%

Top Industries by Stock Count

1Semiconductors15 stocks

10.0%

2Software - Application13 stocks

8.7%

3Software - Infrastructure13 stocks

8.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

RBC RBC BEARINGS INC267.3K shares0.85%2026-06-302026-07-29

FCFS FIRSTCASH HOLDINGS INC745.6K shares-10.41%2026-06-302026-07-29

LGND LIGAND PHARMACEUTICALS INC475.6K shares-3.85%2026-06-302026-07-29

EXEL EXELIXIS INC2.7M shares7.35%2026-06-302026-07-29

CRDO CREDO TECHNOLOGY GROUP HOLDI512.3K shares18.12%2026-06-302026-07-29

LSCC LATTICE SEMICONDUCTOR CORP858.6K shares-2.28%2026-06-302026-07-29

RGEN REPLIGEN CORP937.1K shares24.02%2026-06-302026-07-29

ICLR ICON PUB LTD CO720.3K shares20.21%2026-06-302026-07-29

Sponsored

ALAB ASTERA LABS INC255.0K shares-5.52%2026-06-302026-07-29

MTSI MACOM TECH SOLUTIONS HLDGS I316.4K shares-38.66%2026-06-302026-07-29

BWXT BWX TECHNOLOGIES INC600.4K shares7.48%2026-06-302026-07-29

FTI TECHNIPFMC PLC1.7M shares9.81%2026-06-302026-07-29

BURLINGTON STORES INC BURLINGTON STORES INC353.7K shares14.16%2026-06-302026-07-29

LIVE NATION ENTERTAINMENT IN LIVE NATION ENTERTAINMENT IN595.4K shares7.70%2026-06-302026-07-29

HALOZYME THERAPEUTICS INC HALOZYME THERAPEUTICS INC1.4M shares14.29%2026-06-302026-07-29

HEI.A HEICO CORP NEW414.8K shares5.73%2026-06-302026-07-29

Sponsored

TVTX TRAVERE THERAPEUTICS INC1.9M shares4.27%2026-06-302026-07-29

OLLI OLLIES BARGAIN OUTLET HLDGS1.4M shares23.03%2026-06-302026-07-29

FIVE FIVE BELOW INC576.2K shares0.02%2026-06-302026-07-29

RYAN RYAN SPECIALTY HOLDINGS INC2.7M shares12.05%2026-06-302026-07-29

DRS LEONARDO DRS INC2.4M shares13.39%2026-06-302026-07-29

TTWO TAKE-TWO INTERACTIVE SOFTWAR398.5K shares4.14%2026-06-302026-07-29

MEDP MEDPACE HLDGS INC185.5K shares13.96%2026-06-302026-07-29

EVR EVERCORE INC282.8K shares8.86%2026-06-302026-07-29

Sponsored

ILMN ILLUMINA INC537.9K shares38.16%2026-06-302026-07-29

AEROVIRONMENT INC AEROVIRONMENT INC567.4K shares15.70%2026-06-302026-07-29

AXON AXON ENTERPRISE INC165.2K shares59.64%2026-06-302026-07-29

PLMR PALOMAR HLDGS INC732.3K shares2.43%2026-06-302026-07-29

FROG JFROG LTD1.0M shares13.38%2026-06-302026-07-29

GNRC GENERAC HLDGS INC314.3K shares8.59%2026-06-302026-07-29

P EVERPURE INC1.2M shares6.49%2026-06-302026-07-29

VARONIS SYS INC VARONIS SYS INC2.2M shares8.34%2026-06-302026-07-29

Sponsored

FPS FORGENT POWER SOLUTIONS INC1.6M shares100.65%2026-06-302026-07-29

ROK ROCKWELL AUTOMATION INC181.0K shares9.68%2026-06-302026-07-29

OKTA OKTA INC645.5K shares45.43%2026-06-302026-07-29

TXRH TEXAS ROADHOUSE INC444.6K shares10.04%2026-06-302026-07-29

CGNX COGNEX CORP1.2M shares6.99%2026-06-302026-07-29

KRMN KARMAN HLDGS INC1.7M shares110.42%2026-06-302026-07-29

MANH MANHATTAN ASSOCIATES INC606.4K shares20.64%2026-06-302026-07-29

VIK VIKING HOLDINGS LTD802.8K shares-15.77%2026-06-302026-07-29

Sponsored

BE BLOOM ENERGY CORP276.9K shares-44.34%2026-06-302026-07-29

PIPR PIPER SANDLER COMPANIES1.1M shares2.59%2026-06-302026-07-29

IRTC IRHYTHM HOLDINGS INC693.4K shares23.49%2026-06-302026-07-29

AAON AAON INC643.3K shares1.44%2026-06-302026-07-29

DEXCOM INC DEXCOM INC1.2M shares12.11%2026-06-302026-07-29

WING WINGSTOP INC462.6K shares134.97%2026-06-302026-07-29

KTOS KRATOS DEFENSE & SEC SOLUTIO1.6M shares80.44%2026-06-302026-07-29

VRT VERTIV HOLDINGS CO238.5K shares-51.29%2026-06-302026-07-29

Sponsored

BOOT BOOT BARN HLDGS INC485.1K shares12.30%2026-06-302026-07-29

TWST TWIST BIOSCIENCE CORP767.4K sharesnew addition2026-06-302026-07-29

JBHT HUNT J B TRANS SVCS INC269.5K shares26.30%2026-06-302026-07-29

VRSK VERISK ANALYTICS INC431.0K shares8.44%2026-06-302026-07-29

XOMETRY INC XOMETRY INC799.2K shares2.63%2026-06-302026-07-29

EXE EXPAND ENERGY CORPORATION814.6K shares7.32%2026-06-302026-07-29

FN FABRINET130.1K shares-3.10%2026-06-302026-07-29

GUIDEWIRE SOFTWARE INC GUIDEWIRE SOFTWARE INC593.5K shares13.08%2026-06-302026-07-29

Sponsored

HUBB HUBBELL INC137.8K shares9.95%2026-06-302026-07-29

SITM SITIME CORP94.5K shares35.20%2026-06-302026-07-29

ONTO ONTO INNOVATION INC185.5K shares37.02%2026-06-302026-07-29

SUPN SUPERNUS PHARMACEUTICALS1.5M shares9.95%2026-06-302026-07-29

SAIA SAIA INC161.4K shares14.18%2026-06-302026-07-29

BROS DUTCH BROS INC934.5K shares180.58%2026-06-302026-07-29

TSCO TRACTOR SUPPLY CO2.1M shares39.55%2026-06-302026-07-29

TECH BIO-TECHNE CORP944.7K shares-14.43%2026-06-302026-07-29

Sponsored

HQY HEALTHEQUITY INC729.1K shares6.49%2026-06-302026-07-29

GENIUS SPORTS LIMITED GENIUS SPORTS LIMITED10.7M shares40.71%2026-06-302026-07-29

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.705.9K shares8.28%2026-06-302026-07-29

VSEC VSE CORP280.3K shares2.41%2026-06-302026-07-29

POWI POWER INTEGRATIONS INC755.5K shares1.39%2026-06-302026-07-29

AMBARELLA INC AMBARELLA INC721.7K shares51.89%2026-06-302026-07-29

RBRK RUBRIK INC.768.7K shares9.91%2026-06-302026-07-29

SAILPOINT INC SAILPOINT INC4.2M shares43.49%2026-06-302026-07-29

Sponsored

TOST TOAST INC2.2M shares8.03%2026-06-302026-07-29

SRAD SPORTRADAR GROUP AG4.0M shares28.86%2026-06-302026-07-29

TW TRADEWEB MKTS INC590.1K shares11.37%2026-06-302026-07-29

JHX JAMES HARDIE INDS PLC2.2M shares5.79%2026-06-302026-07-29

IDEXX LABS INC IDEXX LABS INC110.2K shares7.89%2026-06-302026-07-29

VIRT VIRTU FINL INC970.7K shares87.99%2026-06-302026-07-29

SITEONE LANDSCAPE SUPPLY INC SITEONE LANDSCAPE SUPPLY INC502.3K shares15.22%2026-06-302026-07-29

GMED GLOBUS MED INC723.5K shares1.22%2026-06-302026-07-29

Sponsored

MGY MAGNOLIA OIL & GAS CORP2.2M shares2.20%2026-06-302026-07-29

MDB MONGODB INC165.6K shares17.45%2026-06-302026-07-29

RMBS RAMBUS INC DEL409.4K shares0.41%2026-06-302026-07-29

ARCHROCK INC ARCHROCK INC1.3M shares5.74%2026-06-302026-07-29

VNOM VIPER ENERGY INC1.2M shares1.13%2026-06-302026-07-29

DT DYNATRACE INC1.2M shares6.92%2026-06-302026-07-29

INSULET CORP INSULET CORP337.7K shares90.06%2026-06-302026-07-29

ANTERO RESOURCES CORP ANTERO RESOURCES CORP1.4M shares19.21%2026-06-302026-07-29

Sponsored

CIEN CIENA CORP100.8K shares-39.36%2026-06-302026-07-29

ZETA ZETA GLOBAL HOLDINGS CORP2.4M shares19.55%2026-06-302026-07-29

HRI HERC HLDGS INC322.4K sharesnew addition2026-06-302026-07-29

MMS MAXIMUS INC854.8K shares19.32%2026-06-302026-07-29

BCPC BALCHEM CORP270.5K shares1.66%2026-06-302026-07-29

TYL TYLER TECHNOLOGIES INC153.3K shares6.95%2026-06-302026-07-29

BFAM BRIGHT HORIZONS FAM SOL IN D596.7K shares6.66%2026-06-302026-07-29

S SENTINELONE INC2.4M shares2.27%2026-06-302026-07-29

Sponsored

NUTANIX INC NUTANIX INC808.8K shares7.97%2026-06-302026-07-29

COHR COHERENT CORP103.4K shares5.85%2026-06-302026-07-29

IBP INSTALLED BLDG PRODS INC175.3K shares2.61%2026-06-302026-07-29

TER TERADYNE INC82.5K shares2.06%2026-06-302026-07-29

ROST ROSS STORES INC184.5K shares18.59%2026-06-302026-07-29

GUARDANT HEALTH INC GUARDANT HEALTH INC254.3K sharesnew addition2026-06-302026-07-29

POWL POWELL INDS INC131.0K shares119.22%2026-06-302026-07-29

VIAV VIAVI SOLUTIONS INC768.7K sharesnew addition2026-06-302026-07-29

Sponsored

EZPW EZCORP INC1.0M shares-27.58%2026-06-302026-07-29

PCOR PROCORE TECHNOLOGIES INC863.6K shares58.99%2026-06-302026-07-29

ASO ACADEMY SPORTS & OUTDOORS IN741.2K shares-26.24%2026-06-302026-07-29

PTGX PROTAGONIST THERAPEUTICS INC281.8K sharesnew addition2026-06-302026-07-29

FAST FASTENAL CO698.4K shares44.44%2026-06-302026-07-29

SIMO SILICON MOTION TECHNOLOGY CO99.1K sharesnew addition2026-06-302026-07-29

BRZE BRAZE INC1.5M shares10.89%2026-06-302026-07-29

CDNS CADENCE DESIGN SYSTEM INC84.8K shares23.22%2026-06-302026-07-29

Sponsored

BLSH BULLISH1.4M shares15.05%2026-06-302026-07-29

LASR NLIGHT INC456.1K shares-8.10%2026-06-302026-07-29

MIR MIRION TECHNOLOGIES INC1.7M shares22.07%2026-06-302026-07-29

HOOD ROBINHOOD MKTS INC274.5K shares65.95%2026-06-302026-07-29

BKR BAKER HUGHES COMPANY469.3K shares27.62%2026-06-302026-07-29

KEYS KEYSIGHT TECHNOLOGIES INC74.3K shares27.56%2026-06-302026-07-29

ECPG 264.8K shares-79.65%2026-06-302026-08-07

FWRG FIRST WATCH RESTAURANT GROUP2.0M shares17.72%2026-06-302026-07-29

Sponsored

LHX L3HARRIS TECHNOLOGIES INC86.0K shares27.62%2026-06-302026-07-29

ECPG ENCORE CAP GROUP INC264.8K shares-79.65%2026-06-302026-07-29

KRNT KORNIT DIGITAL LTD1.5M shares3.27%2026-06-302026-07-29

VST VISTRA CORP152.8K shares27.49%2026-06-302026-07-29

PANW PALO ALTO NETWORKS INC67.4K shares25.40%2026-06-302026-07-29

MPWR MONOLITHIC PWR SYS INC16.4K shares27.88%2026-06-302026-07-29

FTNT FORTINET INC145.4K shares102.69%2026-06-302026-07-29

PTC PTC INC196.3K shares-28.10%2026-06-302026-07-29

Sponsored

SPOTIFY TECHNOLOGY S A SPOTIFY TECHNOLOGY S A46.9K shares40.08%2026-06-302026-07-29

ZS ZSCALER INC147.1K sharesnew addition2026-06-302026-07-29

BLFS BIOLIFE SOLUTIONS INC708.7K shares5.28%2026-06-302026-07-29

PKE PARK AEROSPACE CORP496.4K shares-8.95%2026-06-302026-07-29

AGYS AGILYSYS INC174.4K shares7.10%2026-06-302026-07-29

SEI SOLARIS ENERGY INFRAS INC221.9K shares-2.62%2026-06-302026-07-29

FANG DIAMONDBACK ENERGY INC100.0K shares26.87%2026-06-302026-07-29

CAMT CAMTEK LTD106.6K shares94.84%2026-06-302026-07-29

Sponsored

TATT TAT TECHNOLOGIES LTD358.5K shares88.33%2026-06-302026-07-29

AMSC AMERICAN SUPERCONDUCTOR CORP402.8K shares30.55%2026-06-302026-07-29

DSGX DESCARTES SYS GROUP INC223.4K shares2.19%2026-06-302026-07-29

CPRT COPART INC547.6K shares22.39%2026-06-302026-07-29

HUBG HUB GROUP INC344.1K shares5.38%2026-06-302026-07-29

MEG ONTERRIS INC736.8K shares6.01%2026-06-302026-07-29

VEEV VEEVA SYS INC80.9K shares42.19%2026-06-302026-07-29

HSIC SCHEIN HENRY INC168.8K shares22.64%2026-06-302026-07-29

Sponsored

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC18.5K shares24.14%2026-06-302026-07-29

URI UNITED RENTALS INC12.3K sharesnew addition2026-06-302026-07-29

NTSK NETSKOPE INC1.1M shares12.51%2026-06-302026-07-29

LNN LINDSAY CORP97.0K shares7.43%2026-06-302026-07-29

AXGN AXOGEN INC258.9K shares4.45%2026-06-302026-07-29

PI IMPINJ INC82.9K shares4.23%2026-06-302026-07-29

TWLO TWILIO INC56.3K sharesnew addition2026-06-302026-07-29

ADSK AUTODESK INC55.5K shares56.27%2026-06-302026-07-29

Sponsored

GPOR GULFPORT ENERGY CORP59.4K shares20.85%2026-06-302026-07-29

GLBE GLOBAL E ONLINE LTD287.8K shares5.41%2026-06-302026-07-29

AMPX AMPRIUS TECHNOLOGIES INC714.3K shares-20.02%2026-06-302026-07-29

RMD RESMED INC46.0K shares-83.13%2026-06-302026-07-29

YSS YORK SPACE SYSTEMS INC348.8K shares-39.01%2026-06-302026-07-29

PAR TECHNOLOGY CORP PAR TECHNOLOGY CORP483.3K shares5.37%2026-06-302026-07-29

TITN TITAN MACHY INC391.0K shares-42.54%2026-06-302026-07-29

DATADOG INC DATADOG INC24.6K sharesnew addition2026-06-302026-07-29

Sponsored

SNOWFLAKE INC SNOWFLAKE INC25.1K sharesnew addition2026-06-302026-07-29

VPG VISHAY PRECISION GROUP INC36.0K sharesnew addition2026-06-302026-07-29

TSM TAIWAN SEMICONDUCTOR MANUFAC2.6K shares2.27%2026-06-302026-07-29

NVDA NVIDIA CORPORATION4.7K shares4.53%2026-06-302026-07-29

MSFT MICROSOFT CORP1.8K shares4.93%2026-06-302026-07-29

GOOGL ALPHABET INC1.8K shares3.94%2026-06-302026-07-29

AMZN AMAZON COM INC2.6K shares4.42%2026-06-302026-07-29

MRVL MARVELL TECHNOLOGY INC2.0K shares-98.93%2026-06-302026-07-29

Sponsored

ASML ASML HLDG NV273 shares5.41%2026-06-302026-07-29

META PLATFORMS INC META PLATFORMS INC580 shares3.39%2026-06-302026-07-29

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC2.7K shares4.47%2026-06-302026-07-29

MELI MERCADOLIBRE INC168 shares5.00%2026-06-302026-07-29

TJX TJX COS INC NEW1.8K shares6.40%2026-06-302026-07-29

RTX CORPORATION RTX CORPORATION1.5K shares6.36%2026-06-302026-07-29

SHOP SHOPIFY INC2.4K shares5.08%2026-06-302026-07-29

AMD ADVANCED MICRO DEVICES INC422 sharesnew addition2026-06-302026-07-29

Sponsored

TSLA TESLA INC505 sharesnew addition2026-06-302026-07-29

RBC

RBC BEARINGS INC

0.85%

Shares267.3K

Event2026-06-30

Filed2026-07-29

FCFS

FIRSTCASH HOLDINGS INC

-10.41%

Shares745.6K

Event2026-06-30

Filed2026-07-29

LGND

LIGAND PHARMACEUTICALS INC

-3.85%

Shares475.6K

Event2026-06-30

Filed2026-07-29

EXEL

EXELIXIS INC

7.35%

Shares2.7M

Event2026-06-30

Filed2026-07-29

CRDO

CREDO TECHNOLOGY GROUP HOLDI

18.12%

Shares512.3K

Event2026-06-30

Filed2026-07-29

LSCC

LATTICE SEMICONDUCTOR CORP

-2.28%

Shares858.6K

Event2026-06-30

Filed2026-07-29

RGEN

REPLIGEN CORP

24.02%

Shares937.1K

Event2026-06-30

Filed2026-07-29

ICLR

ICON PUB LTD CO

20.21%

Shares720.3K

Event2026-06-30

Filed2026-07-29

ALAB

ASTERA LABS INC

-5.52%

Shares255.0K

Event2026-06-30

Filed2026-07-29

MTSI

MACOM TECH SOLUTIONS HLDGS I

-38.66%

Shares316.4K

Event2026-06-30

Filed2026-07-29

BWXT

BWX TECHNOLOGIES INC

7.48%

Shares600.4K

Event2026-06-30

Filed2026-07-29

FTI

TECHNIPFMC PLC

9.81%

Shares1.7M

Event2026-06-30

Filed2026-07-29

BURLINGTON STORES INC

14.16%

Shares353.7K

Event2026-06-30

Filed2026-07-29

LIVE NATION ENTERTAINMENT IN

7.70%

Shares595.4K

Event2026-06-30

Filed2026-07-29

HALOZYME THERAPEUTICS INC

14.29%

Shares1.4M

Event2026-06-30

Filed2026-07-29

HEI.A

HEICO CORP NEW

5.73%

Shares414.8K

Event2026-06-30

Filed2026-07-29

TVTX

TRAVERE THERAPEUTICS INC

4.27%

Shares1.9M

Event2026-06-30

Filed2026-07-29

OLLI

OLLIES BARGAIN OUTLET HLDGS

23.03%

Shares1.4M

Event2026-06-30

Filed2026-07-29

FIVE

FIVE BELOW INC

0.02%

Shares576.2K

Event2026-06-30

Filed2026-07-29

RYAN

RYAN SPECIALTY HOLDINGS INC

12.05%

Shares2.7M

Event2026-06-30

Filed2026-07-29

DRS

LEONARDO DRS INC

13.39%

Shares2.4M

Event2026-06-30

Filed2026-07-29

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

4.14%

Shares398.5K

Event2026-06-30

Filed2026-07-29

MEDP

MEDPACE HLDGS INC

13.96%

Shares185.5K

Event2026-06-30

Filed2026-07-29

EVR

EVERCORE INC

8.86%

Shares282.8K

Event2026-06-30

Filed2026-07-29

ILMN

ILLUMINA INC

38.16%

Shares537.9K

Event2026-06-30

Filed2026-07-29

AEROVIRONMENT INC

15.70%

Shares567.4K

Event2026-06-30

Filed2026-07-29

AXON

AXON ENTERPRISE INC

59.64%

Shares165.2K

Event2026-06-30

Filed2026-07-29

PLMR

PALOMAR HLDGS INC

2.43%

Shares732.3K

Event2026-06-30

Filed2026-07-29

FROG

JFROG LTD

13.38%

Shares1.0M

Event2026-06-30

Filed2026-07-29

GNRC

GENERAC HLDGS INC

8.59%

Shares314.3K

Event2026-06-30

Filed2026-07-29

EVERPURE INC

6.49%

Shares1.2M

Event2026-06-30

Filed2026-07-29

VARONIS SYS INC

8.34%

Shares2.2M

Event2026-06-30

Filed2026-07-29

FPS

FORGENT POWER SOLUTIONS INC

100.65%

Shares1.6M

Event2026-06-30

Filed2026-07-29

ROK

ROCKWELL AUTOMATION INC

9.68%

Shares181.0K

Event2026-06-30

Filed2026-07-29

OKTA

OKTA INC

45.43%

Shares645.5K

Event2026-06-30

Filed2026-07-29

TXRH

TEXAS ROADHOUSE INC

10.04%

Shares444.6K

Event2026-06-30

Filed2026-07-29

CGNX

COGNEX CORP

6.99%

Shares1.2M

Event2026-06-30

Filed2026-07-29

KRMN

KARMAN HLDGS INC

110.42%

Shares1.7M

Event2026-06-30

Filed2026-07-29

MANH

MANHATTAN ASSOCIATES INC

20.64%

Shares606.4K

Event2026-06-30

Filed2026-07-29

VIK

VIKING HOLDINGS LTD

-15.77%

Shares802.8K

Event2026-06-30

Filed2026-07-29

BLOOM ENERGY CORP

-44.34%

Shares276.9K

Event2026-06-30

Filed2026-07-29

PIPR

PIPER SANDLER COMPANIES

2.59%

Shares1.1M

Event2026-06-30

Filed2026-07-29

IRTC

IRHYTHM HOLDINGS INC

23.49%

Shares693.4K

Event2026-06-30

Filed2026-07-29

AAON

AAON INC

1.44%

Shares643.3K

Event2026-06-30

Filed2026-07-29

DEXCOM INC

12.11%

Shares1.2M

Event2026-06-30

Filed2026-07-29

WING

WINGSTOP INC

134.97%

Shares462.6K

Event2026-06-30

Filed2026-07-29

KTOS

KRATOS DEFENSE & SEC SOLUTIO

80.44%

Shares1.6M

Event2026-06-30

Filed2026-07-29

VRT

VERTIV HOLDINGS CO

-51.29%

Shares238.5K

Event2026-06-30

Filed2026-07-29

BOOT

BOOT BARN HLDGS INC

12.30%

Shares485.1K

Event2026-06-30

Filed2026-07-29

TWST

TWIST BIOSCIENCE CORP

New

Shares767.4K

Event2026-06-30

Filed2026-07-29

JBHT

HUNT J B TRANS SVCS INC

26.30%

Shares269.5K

Event2026-06-30

Filed2026-07-29

VRSK

VERISK ANALYTICS INC

8.44%

Shares431.0K

Event2026-06-30

Filed2026-07-29

XOMETRY INC

2.63%

Shares799.2K

Event2026-06-30

Filed2026-07-29

EXE

EXPAND ENERGY CORPORATION

7.32%

Shares814.6K

Event2026-06-30

Filed2026-07-29

FABRINET

-3.10%

Shares130.1K

Event2026-06-30

Filed2026-07-29

GUIDEWIRE SOFTWARE INC

13.08%

Shares593.5K

Event2026-06-30

Filed2026-07-29

HUBB

HUBBELL INC

9.95%

Shares137.8K

Event2026-06-30

Filed2026-07-29

SITM

SITIME CORP

35.20%

Shares94.5K

Event2026-06-30

Filed2026-07-29

ONTO

ONTO INNOVATION INC

37.02%

Shares185.5K

Event2026-06-30

Filed2026-07-29

SUPN

SUPERNUS PHARMACEUTICALS

9.95%

Shares1.5M

Event2026-06-30

Filed2026-07-29

SAIA

SAIA INC

14.18%

Shares161.4K

Event2026-06-30

Filed2026-07-29

BROS

DUTCH BROS INC

180.58%

Shares934.5K

Event2026-06-30

Filed2026-07-29

TSCO

TRACTOR SUPPLY CO

39.55%

Shares2.1M

Event2026-06-30

Filed2026-07-29

TECH

BIO-TECHNE CORP

-14.43%

Shares944.7K

Event2026-06-30

Filed2026-07-29

HQY

HEALTHEQUITY INC

6.49%

Shares729.1K

Event2026-06-30

Filed2026-07-29

GENIUS SPORTS LIMITED

40.71%

Shares10.7M

Event2026-06-30

Filed2026-07-29

MICROCHIP TECHNOLOGY INC.

8.28%

Shares705.9K

Event2026-06-30

Filed2026-07-29

VSEC

VSE CORP

2.41%

Shares280.3K

Event2026-06-30

Filed2026-07-29

POWI

POWER INTEGRATIONS INC

1.39%

Shares755.5K

Event2026-06-30

Filed2026-07-29

AMBARELLA INC

51.89%

Shares721.7K

Event2026-06-30

Filed2026-07-29

RBRK

RUBRIK INC.

9.91%

Shares768.7K

Event2026-06-30

Filed2026-07-29

SAILPOINT INC

43.49%

Shares4.2M

Event2026-06-30

Filed2026-07-29

TOST

TOAST INC

8.03%

Shares2.2M

Event2026-06-30

Filed2026-07-29

SRAD

SPORTRADAR GROUP AG

28.86%

Shares4.0M

Event2026-06-30

Filed2026-07-29

TRADEWEB MKTS INC

11.37%

Shares590.1K

Event2026-06-30

Filed2026-07-29

JHX

JAMES HARDIE INDS PLC

5.79%

Shares2.2M

Event2026-06-30

Filed2026-07-29

IDEXX LABS INC

7.89%

Shares110.2K

Event2026-06-30

Filed2026-07-29

VIRT

VIRTU FINL INC

87.99%

Shares970.7K

Event2026-06-30

Filed2026-07-29

SITEONE LANDSCAPE SUPPLY INC

15.22%

Shares502.3K

Event2026-06-30

Filed2026-07-29

GMED

GLOBUS MED INC

1.22%

Shares723.5K

Event2026-06-30

Filed2026-07-29

MGY

MAGNOLIA OIL & GAS CORP

2.20%

Shares2.2M

Event2026-06-30

Filed2026-07-29

MDB

MONGODB INC

17.45%

Shares165.6K

Event2026-06-30

Filed2026-07-29

RMBS

RAMBUS INC DEL

0.41%

Shares409.4K

Event2026-06-30

Filed2026-07-29

ARCHROCK INC

5.74%

Shares1.3M

Event2026-06-30

Filed2026-07-29

VNOM

VIPER ENERGY INC

1.13%

Shares1.2M

Event2026-06-30

Filed2026-07-29

DYNATRACE INC

6.92%

Shares1.2M

Event2026-06-30

Filed2026-07-29

INSULET CORP

90.06%

Shares337.7K

Event2026-06-30

Filed2026-07-29

ANTERO RESOURCES CORP

19.21%

Shares1.4M

Event2026-06-30

Filed2026-07-29

CIEN

CIENA CORP

-39.36%

Shares100.8K

Event2026-06-30

Filed2026-07-29

ZETA

ZETA GLOBAL HOLDINGS CORP

19.55%

Shares2.4M

Event2026-06-30

Filed2026-07-29

HRI

HERC HLDGS INC

New

Shares322.4K

Event2026-06-30

Filed2026-07-29

MMS

MAXIMUS INC

19.32%

Shares854.8K

Event2026-06-30

Filed2026-07-29

BCPC

BALCHEM CORP

1.66%

Shares270.5K

Event2026-06-30

Filed2026-07-29

TYL

TYLER TECHNOLOGIES INC

6.95%

Shares153.3K

Event2026-06-30

Filed2026-07-29

BFAM

BRIGHT HORIZONS FAM SOL IN D

6.66%

Shares596.7K

Event2026-06-30

Filed2026-07-29

SENTINELONE INC

2.27%

Shares2.4M

Event2026-06-30

Filed2026-07-29

NUTANIX INC

7.97%

Shares808.8K

Event2026-06-30

Filed2026-07-29

COHR

COHERENT CORP

5.85%

Shares103.4K

Event2026-06-30

Filed2026-07-29

IBP

INSTALLED BLDG PRODS INC

2.61%

Shares175.3K

Event2026-06-30

Filed2026-07-29

TER

TERADYNE INC

2.06%

Shares82.5K

Event2026-06-30

Filed2026-07-29

ROST

ROSS STORES INC

18.59%

Shares184.5K

Event2026-06-30

Filed2026-07-29

GUARDANT HEALTH INC

New

Shares254.3K

Event2026-06-30

Filed2026-07-29

POWL

POWELL INDS INC

119.22%

Shares131.0K

Event2026-06-30

Filed2026-07-29

VIAV

VIAVI SOLUTIONS INC

New

Shares768.7K

Event2026-06-30

Filed2026-07-29

EZPW

EZCORP INC

-27.58%

Shares1.0M

Event2026-06-30

Filed2026-07-29

PCOR

PROCORE TECHNOLOGIES INC

58.99%

Shares863.6K

Event2026-06-30

Filed2026-07-29

ASO

ACADEMY SPORTS & OUTDOORS IN

-26.24%

Shares741.2K

Event2026-06-30

Filed2026-07-29

PTGX

PROTAGONIST THERAPEUTICS INC

New

Shares281.8K

Event2026-06-30

Filed2026-07-29

FAST

FASTENAL CO

44.44%

Shares698.4K

Event2026-06-30

Filed2026-07-29

SIMO

SILICON MOTION TECHNOLOGY CO

New

Shares99.1K

Event2026-06-30

Filed2026-07-29

BRZE

BRAZE INC

10.89%

Shares1.5M

Event2026-06-30

Filed2026-07-29

CDNS

CADENCE DESIGN SYSTEM INC

23.22%

Shares84.8K

Event2026-06-30

Filed2026-07-29

BLSH

BULLISH

15.05%

Shares1.4M

Event2026-06-30

Filed2026-07-29

LASR

NLIGHT INC

-8.10%

Shares456.1K

Event2026-06-30

Filed2026-07-29

MIR

MIRION TECHNOLOGIES INC

22.07%

Shares1.7M

Event2026-06-30

Filed2026-07-29

HOOD

ROBINHOOD MKTS INC

65.95%

Shares274.5K

Event2026-06-30

Filed2026-07-29

BKR

BAKER HUGHES COMPANY

27.62%

Shares469.3K

Event2026-06-30

Filed2026-07-29

KEYS

KEYSIGHT TECHNOLOGIES INC

27.56%

Shares74.3K

Event2026-06-30

Filed2026-07-29

ECPG

-79.65%

Shares264.8K

Event2026-06-30

Filed2026-08-07

FWRG

FIRST WATCH RESTAURANT GROUP

17.72%

Shares2.0M

Event2026-06-30

Filed2026-07-29

LHX

L3HARRIS TECHNOLOGIES INC

27.62%

Shares86.0K

Event2026-06-30

Filed2026-07-29

ECPG

ENCORE CAP GROUP INC

-79.65%

Shares264.8K

Event2026-06-30

Filed2026-07-29

KRNT

KORNIT DIGITAL LTD

3.27%

Shares1.5M

Event2026-06-30

Filed2026-07-29

VST

VISTRA CORP

27.49%

Shares152.8K

Event2026-06-30

Filed2026-07-29

PANW

PALO ALTO NETWORKS INC

25.40%

Shares67.4K

Event2026-06-30

Filed2026-07-29

MPWR

MONOLITHIC PWR SYS INC

27.88%

Shares16.4K

Event2026-06-30

Filed2026-07-29

FTNT

FORTINET INC

102.69%

Shares145.4K

Event2026-06-30

Filed2026-07-29

PTC

PTC INC

-28.10%

Shares196.3K

Event2026-06-30

Filed2026-07-29

SPOTIFY TECHNOLOGY S A

40.08%

Shares46.9K

Event2026-06-30

Filed2026-07-29

ZSCALER INC

New

Shares147.1K

Event2026-06-30

Filed2026-07-29

BLFS

BIOLIFE SOLUTIONS INC

5.28%

Shares708.7K

Event2026-06-30

Filed2026-07-29

PKE

PARK AEROSPACE CORP

-8.95%

Shares496.4K

Event2026-06-30

Filed2026-07-29

AGYS

AGILYSYS INC

7.10%

Shares174.4K

Event2026-06-30

Filed2026-07-29

SEI

SOLARIS ENERGY INFRAS INC

-2.62%

Shares221.9K

Event2026-06-30

Filed2026-07-29

FANG

DIAMONDBACK ENERGY INC

26.87%

Shares100.0K

Event2026-06-30

Filed2026-07-29

CAMT

CAMTEK LTD

94.84%

Shares106.6K

Event2026-06-30

Filed2026-07-29

TATT

TAT TECHNOLOGIES LTD

88.33%

Shares358.5K

Event2026-06-30

Filed2026-07-29

AMSC

AMERICAN SUPERCONDUCTOR CORP

30.55%

Shares402.8K

Event2026-06-30

Filed2026-07-29

DSGX

DESCARTES SYS GROUP INC

2.19%

Shares223.4K

Event2026-06-30

Filed2026-07-29

CPRT

COPART INC

22.39%

Shares547.6K

Event2026-06-30

Filed2026-07-29

HUBG

HUB GROUP INC

5.38%

Shares344.1K

Event2026-06-30

Filed2026-07-29

MEG

ONTERRIS INC

6.01%

Shares736.8K

Event2026-06-30

Filed2026-07-29

VEEV

VEEVA SYS INC

42.19%

Shares80.9K

Event2026-06-30

Filed2026-07-29

HSIC

SCHEIN HENRY INC

22.64%

Shares168.8K

Event2026-06-30

Filed2026-07-29

CROWDSTRIKE HLDGS INC

24.14%

Shares18.5K

Event2026-06-30

Filed2026-07-29

URI

UNITED RENTALS INC

New

Shares12.3K

Event2026-06-30

Filed2026-07-29

NTSK

NETSKOPE INC

12.51%

Shares1.1M

Event2026-06-30

Filed2026-07-29

LNN

LINDSAY CORP

7.43%

Shares97.0K

Event2026-06-30

Filed2026-07-29

AXGN

AXOGEN INC

4.45%

Shares258.9K

Event2026-06-30

Filed2026-07-29

IMPINJ INC

4.23%

Shares82.9K

Event2026-06-30

Filed2026-07-29

TWLO

TWILIO INC

New

Shares56.3K

Event2026-06-30

Filed2026-07-29

ADSK

AUTODESK INC

56.27%

Shares55.5K

Event2026-06-30

Filed2026-07-29

GPOR

GULFPORT ENERGY CORP

20.85%

Shares59.4K

Event2026-06-30

Filed2026-07-29

GLBE

GLOBAL E ONLINE LTD

5.41%

Shares287.8K

Event2026-06-30

Filed2026-07-29

AMPX

AMPRIUS TECHNOLOGIES INC

-20.02%

Shares714.3K

Event2026-06-30

Filed2026-07-29

RMD

RESMED INC

-83.13%

Shares46.0K

Event2026-06-30

Filed2026-07-29

YSS

YORK SPACE SYSTEMS INC

-39.01%

Shares348.8K

Event2026-06-30

Filed2026-07-29

PAR TECHNOLOGY CORP

5.37%

Shares483.3K

Event2026-06-30

Filed2026-07-29

TITN

TITAN MACHY INC

-42.54%

Shares391.0K

Event2026-06-30

Filed2026-07-29

DATADOG INC

New

Shares24.6K

Event2026-06-30

Filed2026-07-29

SNOWFLAKE INC

New

Shares25.1K

Event2026-06-30

Filed2026-07-29

VPG

VISHAY PRECISION GROUP INC

New

Shares36.0K

Event2026-06-30

Filed2026-07-29

TSM

TAIWAN SEMICONDUCTOR MANUFAC

2.27%

Shares2.6K

Event2026-06-30

Filed2026-07-29

NVDA

NVIDIA CORPORATION

4.53%

Shares4.7K

Event2026-06-30

Filed2026-07-29

MSFT

MICROSOFT CORP

4.93%

Shares1.8K

Event2026-06-30

Filed2026-07-29

GOOGL

ALPHABET INC

3.94%

Shares1.8K

Event2026-06-30

Filed2026-07-29

AMZN

AMAZON COM INC

4.42%

Shares2.6K

Event2026-06-30

Filed2026-07-29

MRVL

MARVELL TECHNOLOGY INC

-98.93%

Shares2.0K

Event2026-06-30

Filed2026-07-29

ASML

ASML HLDG NV

5.41%

Shares273

Event2026-06-30

Filed2026-07-29

META PLATFORMS INC

3.39%

Shares580

Event2026-06-30

Filed2026-07-29

PALANTIR TECHNOLOGIES INC

4.47%

Shares2.7K

Event2026-06-30

Filed2026-07-29

MELI

MERCADOLIBRE INC

5.00%

Shares168

Event2026-06-30

Filed2026-07-29

TJX

TJX COS INC NEW

6.40%

Shares1.8K

Event2026-06-30

Filed2026-07-29

RTX CORPORATION

6.36%

Shares1.5K

Event2026-06-30

Filed2026-07-29

SHOP

SHOPIFY INC

5.08%

Shares2.4K

Event2026-06-30

Filed2026-07-29

AMD

ADVANCED MICRO DEVICES INC

New

Shares422

Event2026-06-30

Filed2026-07-29

TSLA

TESLA INC

New

Shares505

Event2026-06-30

Filed2026-07-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available