SHEETS SMITH INVESTMENT MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SE | 8K | $1.44M |
 | PFE | 8K | $204.15K |
 | GE | 8K | $2.27M |
 | GWRE | 7K | $1.68M |
 | DASH | 7K | $1.96M |
 | GOOG | 7K | $1.75M |
 | ESE | 7K | $1.41M |
 | CRS | 7K | $1.64M |
 | GLW | 6K | $504.49K |
 | SNOW | 6K | $1.39M |
 | COHR | 6K | $656.12K |
 | TSM | 6K | $1.65M |
 | APP | 6K | $3.95M |
 | MSFT | 5K | $2.36M |
 | PEN | 4K | $1.12M |
 | KMB | 4K | $543.37K |
 | PODD | 4K | $1.32M |
 | MTZ | 4K | $853.58K |
 | CVNA | 4K | $1.48M |
 | TTMI | 4K | $216.92K |
Sea Limited
SE
Shares Held
8K
Value
$1.44M
Pfizer Inc.
PFE
Shares Held
8K
Value
$204.15K
GE Aerospace
GE
Shares Held
8K
Value
$2.27M
Guidewire Software, Inc.
GWRE
Shares Held
7K
Value
$1.68M
DoorDash, Inc.
DASH
Shares Held
7K
Value
$1.96M
Alphabet Inc.
GOOG
Shares Held
7K
Value
$1.75M
ESCO Technologies Inc.
ESE
Shares Held
7K
Value
$1.41M
Carpenter Technology Corporation
CRS
Shares Held
7K
Value
$1.64M
Corning Incorporated
GLW
Shares Held
6K
Value
$504.49K
Snowflake Inc.
SNOW
Shares Held
6K
Value
$1.39M
Coherent, Inc.
COHR
Shares Held
6K
Value
$656.12K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
6K
Value
$1.65M
AppLovin Corporation
APP
Shares Held
6K
Value
$3.95M
Microsoft Corporation
MSFT
Shares Held
5K
Value
$2.36M
Penumbra, Inc.
PEN
Shares Held
4K
Value
$1.12M
Kimberly-Clark Corporation
KMB
Shares Held
4K
Value
$543.37K
Insulet Corporation
PODD
Shares Held
4K
Value
$1.32M
MasTec, Inc.
MTZ
Shares Held
4K
Value
$853.58K
Carvana Co.
CVNA
Shares Held
4K
Value
$1.48M
TTM Technologies, Inc.
TTMI
Shares Held
4K
Value
$216.92K