Stock Taper 
SMITH ASSET MANAGEMENT GROUP LP
Latest 13F filing data - Q2 2021
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 CrowdStrike Holdings, Inc. | CRWD | 3.02K | $759K |
 Teradata Corporation | TDC | 3.27K | $163K |
 QUALCOMM Incorporated | QCOM | 3.42K | $488K |
 Encompass Health Corporation | EHC | 3.51K | $274K |
 Accenture plc | ACN | 3.81K | $1.13M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 3.96K | $476K |
 Marriott Vacations Worldwide Corporation | VAC | 3.99K | $636K |
 Amneal Pharmaceuticals, Inc. | AMRX | 4.19K | $21K |
 CONMED Corporation | CNMD | 4.35K | $598K |
 Medpace Holdings, Inc. | MEDP | 4.37K | $772K |
 Omnicell, Inc. | OMCL | 4.5K | $682K |
 The TJX Companies, Inc. | TJX | 4.8K | $324K |
 HP Inc. | HPQ | 5.06K | $153K |
 H&R Block, Inc. | HRB | 5.82K | $137K |
 Plexus Corp. | PLXS | 6.06K | $554K |
 MasTec, Inc. | MTZ | 6.11K | $649K |
 Williams-Sonoma, Inc. | WSM | 6.59K | $1.05M |
 Maximus, Inc. | MMS | 6.63K | $583K |
 SPS Commerce, Inc. | SPSC | 6.7K | $669K |
 Papa John's International, Inc. | PZZA | 6.96K | $727K |