SHEETS SMITH INVESTMENT MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | USFD | 19K | $1.45M |
 | SCHW | 19K | $1.78M |
 | XMTR | 18K | $962.92K |
 | BAX | 18K | $401.00K |
 | KNSA | 17K | $659.80K |
 | MREO | 17K | $34.79K |
 | PLTR | 16K | $2.99M |
 | AHR | 15K | $648.30K |
 | HWM | 15K | $2.99M |
 | ROAD | 15K | $1.93M |
 | CAPR | 15K | $107.16K |
 | ETON | 15K | $322.52K |
 | AMZN | 15K | $3.20M |
 | AMD | 14K | $2.28M |
 | VKTX | 13K | $351.21K |
 | OKLO | 13K | $1.41M |
 | FCFS | 11K | $1.81M |
 | ARDX | 11K | $62.77K |
 | PLMR | 11K | $1.23M |
 | INTC | 8K | $272.32K |
US Foods Holding Corp.
USFD
Shares Held
19K
Value
$1.45M
The Charles Schwab Corporation
SCHW
Shares Held
19K
Value
$1.78M
Xometry, Inc.
XMTR
Shares Held
18K
Value
$962.92K
Baxter International Inc.
BAX
Shares Held
18K
Value
$401.00K
Kiniksa Pharmaceuticals, Ltd.
KNSA
Shares Held
17K
Value
$659.80K
Mereo BioPharma Group plc
MREO
Shares Held
17K
Value
$34.79K
Palantir Technologies Inc.
PLTR
Shares Held
16K
Value
$2.99M
American Healthcare REIT, Inc.
AHR
Shares Held
15K
Value
$648.30K
Howmet Aerospace Inc.
HWM
Shares Held
15K
Value
$2.99M
Construction Partners, Inc.
ROAD
Shares Held
15K
Value
$1.93M
Capricor Therapeutics, Inc.
CAPR
Shares Held
15K
Value
$107.16K
Eton Pharmaceuticals, Inc.
ETON
Shares Held
15K
Value
$322.52K
Amazon.com, Inc.
AMZN
Shares Held
15K
Value
$3.20M
Advanced Micro Devices, Inc.
AMD
Shares Held
14K
Value
$2.28M
Viking Therapeutics, Inc.
VKTX
Shares Held
13K
Value
$351.21K
Oklo Inc.
OKLO
Shares Held
13K
Value
$1.41M
FirstCash Holdings, Inc
FCFS
Shares Held
11K
Value
$1.81M
Ardelyx, Inc.
ARDX
Shares Held
11K
Value
$62.77K
Palomar Holdings, Inc.
PLMR
Shares Held
11K
Value
$1.23M
Intel Corporation
INTC
Shares Held
8K
Value
$272.32K