Stock Taper 
SMITH ASSET MANAGEMENT GROUP LP
Latest 13F filing data - Q2 2021
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Linde plc | LIN | 14.62K | $4.23M |
 Align Technology, Inc. | ALGN | 15.57K | $9.51M |
 EVERTEC, Inc. | EVTC | 16.37K | $714K |
 AutoZone, Inc. | AZO | 17.09K | $25.53M |
| SM Select Medical Holdings Corp | SEM | 18.63K | $787K |
 The Estée Lauder Companies Inc. | EL | 20.01K | $6.36M |
 Nutanix, Inc. | NTNX | 20.4K | $780K |
 Collegium Pharmaceutical, Inc. | COLL | 21.16K | $500K |
 Labcorp Holdings Inc. | LH | 21.44K | $5.92M |
 Visa Inc. | V | 21.75K | $5.09M |
 Box, Inc. | BOX | 23.97K | $612K |
 Crown Castle Inc. | CCI | 24.09K | $4.7M |
 e.l.f. Beauty, Inc. | ELF | 24.81K | $673K |
 Amazon.com, Inc. | AMZN | 25.2K | $86.77M |
 Alphabet Inc. | GOOGL | 27.49K | $67.16M |
 Corcept Therapeutics Incorporated | CORT | 28.88K | $635K |
 UnitedHealth Group Incorporated | UNH | 33.77K | $13.52M |
 American Tower Corporation | AMT | 35.3K | $9.54M |
 The Hackett Group, Inc. | HCKT | 36.58K | $659K |
 The Home Depot, Inc. | HD | 41.83K | $13.34M |