Stock Taper 
SMITH ASSET MANAGEMENT GROUP LP
Latest 13F filing data - Q2 2021
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Collegium Pharmaceutical, Inc. | COLL | 21.16K | $500K |
 Nutanix, Inc. | NTNX | 20.4K | $780K |
 The Estée Lauder Companies Inc. | EL | 20.01K | $6.36M |
| SM Select Medical Holdings Corp | SEM | 18.63K | $787K |
 AutoZone, Inc. | AZO | 17.09K | $25.53M |
 EVERTEC, Inc. | EVTC | 16.37K | $714K |
 Align Technology, Inc. | ALGN | 15.57K | $9.51M |
 Linde plc | LIN | 14.62K | $4.23M |
 FormFactor, Inc. | FORM | 14.53K | $530K |
 Air Products and Chemicals, Inc. | APD | 14.27K | $4.11M |
 La-Z-Boy Incorporated | LZB | 13.52K | $501K |
 Tesla, Inc. | TSLA | 13.12K | $8.92M |
 Boise Cascade Company | BCC | 12.65K | $738K |
 Werner Enterprises, Inc. | WERN | 12.03K | $536K |
 MACOM Technology Solutions Holdings, Inc. | MTSI | 11.66K | $747K |
 Dr. Reddy's Laboratories Limited | RDY | 10.3K | $757K |
 Alphabet Inc. | GOOG | 10.2K | $25.57M |
 Worthington Industries, Inc. | WOR | 9.97K | $610K |
 Comfort Systems USA, Inc. | FIX | 9.63K | $759K |
 Deluxe Corporation | DLX | 9.48K | $453K |