Stephens Investment Management Group LLC

All holdings · as of Mar 31, 2026

Company	Class	Value	Shares	% of portfolio
FirstCash Holdings, Inc.	—	$156.46M	832,231	2.1%
RBC Bearings Inc	—	$143.95M	265,038	2.0%
Five Below Inc	—	$131.62M	576,071	1.8%
Vertiv Holdings Co	—	$122.71M	489,719	1.7%
MACOM Technology Solutions Holdings, Inc.	—	$114.55M	515,820	1.6%
BWX Technologies, Inc.	—	$114.23M	558,626	1.6%
EXELIXIS, INC.	—	$108.28M	2,524,500	1.5%
TechnipFMC plc	—	$106.66M	1,542,856	1.5%
Ollie's Bargain Outlet Holdings, Inc.	—	$103.66M	1,126,255	1.4%
Burlington Stores, Inc.	—	$100.81M	309,814	1.4%
LIGAND PHARMACEUTICALS INC	—	$98.76M	494,670	1.4%
Leonardo DRS, Inc.DRS	Common Stock	$94.31M	2,118,331	1.3%
Encore Capital Group Inc	—	$91.23M	1,301,078	1.3%
AeroVironment Inc	—	$89.77M	490,426	1.2%
REPLIGEN CORP	—	$89.02M	755,571	1.2%
Piper Sandler Cos	—	$85.73M	1,119,888	1.2%
Palomar Holdings, Inc.	—	$85.43M	714,914	1.2%
LIVE NATION ENTERTAINMENT INC	—	$84.31M	552,826	1.2%
EXPAND ENERGY Corp	—	$83.33M	759,101	1.1%
HEICO CORP	—	$82.82M	392,352	1.1%
RYAN SPECIALTY HOLDINGS, INC.	—	$81.80M	2,424,337	1.1%
LATTICE SEMICONDUCTOR CORP	—	$81.50M	878,604	1.1%
Halozyme Therapeutics Inc	—	$78.76M	1,218,668	1.1%
Guidewire Software, Inc.	—	$78.49M	524,818	1.1%
Medpace Holdings, Inc.	—	$78.17M	162,797	1.1%
Evercore Inc	—	$77.56M	259,808	1.1%
TAKE TWO INTERACTIVE SOFTWARE INC	—	$75.58M	382,701	1.0%
Verisk Analytics, Inc.	—	$75.41M	397,444	1.0%
VIKING HOLDINGS LTD	—	$70.03M	953,116	1.0%
Fabrinet	—	$70.03M	134,288	1.0%
Supernus Pharmaceuticals Inc	—	$69.85M	1,351,331	1.0%
TRACTOR SUPPLY CO /DE	—	$68.71M	1,516,861	0.9%
Magnolia Oil & Gas Corp	—	$68.57M	2,172,120	0.9%
Dexcom Inc	—	$67.48M	1,074,465	0.9%
Bloom Energy Corp	—	$67.40M	497,450	0.9%
MANHATTAN ASSOCIATES INC	—	$66.92M	502,678	0.9%
Texas Roadhouse, Inc.	—	$66.72M	404,000	0.9%
ICON plc	—	$66.30M	599,176	0.9%
iRhythm Holdings, Inc.	—	$66.27M	561,530	0.9%
Karman Holdings Inc.	—	$64.85M	810,137	0.9%
CIENA CORP	—	$64.51M	166,171	0.9%
Everpure, Inc.	—	$63.86M	1,081,700	0.9%
Boot Barn Holdings, Inc.	—	$63.23M	431,988	0.9%
Kratos Defense & Security Solutions Inc	—	$62.68M	888,935	0.9%
Tradeweb Markets Inc.	—	$62.34M	529,847	0.9%
Globus Medical Inc	—	$61.58M	714,701	0.8%
HUBBELL INC	—	$61.48M	125,287	0.8%
RESMED INC	—	$61.18M	272,553	0.8%
Rockwell Automation Inc	—	$59.22M	165,027	0.8%
SiteOne Landscape Supply, Inc.	—	$58.04M	435,998	0.8%