Stock Taper

SMITH ASSET MANAGEMENT GROUP LP

Latest 13F filing data - Q2 2021

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
ExlService Holdings, Inc.EXLS6.97K$741K
AMN Healthcare Services, Inc.AMN7.06K$685K
Agilent Technologies, Inc.A8.05K$1.19M
Patrick Industries, Inc.PATK8.25K$602K
Malibu Boats, Inc.MBUU8.75K$642K
Brunswick CorporationBC8.92K$889K
Brinker International, Inc.EAT8.99K$556K
Pacira BioSciences, Inc.PCRX9.23K$560K
Deluxe CorporationDLX9.48K$453K
Comfort Systems USA, Inc.FIX9.63K$759K
Worthington Industries, Inc.WOR9.97K$610K
Alphabet Inc.GOOG10.2K$25.57M
Dr. Reddy's Laboratories LimitedRDY10.3K$757K
MACOM Technology Solutions Holdings, Inc.MTSI11.66K$747K
Werner Enterprises, Inc.WERN12.03K$536K
Boise Cascade CompanyBCC12.65K$738K
Tesla, Inc.TSLA13.12K$8.92M
La-Z-Boy IncorporatedLZB13.52K$501K
Air Products and Chemicals, Inc.APD14.27K$4.11M
FormFactor, Inc.FORM14.53K$530K