Stock Taper 
SMITH ASSET MANAGEMENT GROUP LP
Latest 13F filing data - Q2 2021
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Thermo Fisher Scientific Inc. | TMO | 58.55K | $29.55M |
 Nexstar Media Group, Inc. | NXST | 54.12K | $8M |
 Generac Holdings Inc. | GNRC | 52.92K | $21.97M |
 Texas Instruments Incorporated | TXN | 51.96K | $9.99M |
 Gartner, Inc. | IT | 49.14K | $11.9M |
 STERIS plc | STE | 44.95K | $9.27M |
 Walmart Inc. | WMT | 44.53K | $6.28M |
 McKesson Corporation | MCK | 43.99K | $8.41M |
 The Home Depot, Inc. | HD | 41.83K | $13.34M |
 The Hackett Group, Inc. | HCKT | 36.58K | $659K |
 American Tower Corporation | AMT | 35.3K | $9.54M |
 UnitedHealth Group Incorporated | UNH | 33.77K | $13.52M |
 Corcept Therapeutics Incorporated | CORT | 28.88K | $635K |
 Alphabet Inc. | GOOGL | 27.49K | $67.16M |
 Amazon.com, Inc. | AMZN | 25.2K | $86.77M |
 e.l.f. Beauty, Inc. | ELF | 24.81K | $673K |
 Crown Castle Inc. | CCI | 24.09K | $4.7M |
 Box, Inc. | BOX | 23.97K | $612K |
 Visa Inc. | V | 21.75K | $5.09M |
 Labcorp Holdings Inc. | LH | 21.44K | $5.92M |