SMITH GROUP ASSET MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PINS | 692K | $22.25M |
 | HAS | 475K | $36.03M |
 | EXLS | 467K | $20.56M |
 | EBAY | 413K | $37.56M |
 | ANET | 371K | $54.02M |
 | KGC | 363K | $9.02M |
 | ACGL | 359K | $32.57M |
 | SCHW | 336K | $32.08M |
 | OKTA | 335K | $30.74M |
 | AAPL | 276K | $70.16M |
 | DIS | 239K | $27.33M |
 | GOOGL | 231K | $56.19M |
 | TJX | 229K | $33.15M |
 | AVGO | 226K | $74.45M |
 | XOM | 166K | $18.71M |
 | MSFT | 155K | $80.07M |
 | WDAY | 152K | $36.69M |
 | ADI | 149K | $36.54M |
 | AXP | 136K | $45.20M |
 | JNJ | 130K | $24.04M |
Pinterest, Inc.
PINS
Shares Held
692K
Value
$22.25M
Hasbro, Inc.
HAS
Shares Held
475K
Value
$36.03M
ExlService Holdings, Inc.
EXLS
Shares Held
467K
Value
$20.56M
eBay Inc.
EBAY
Shares Held
413K
Value
$37.56M
Arista Networks, Inc.
ANET
Shares Held
371K
Value
$54.02M
Kinross Gold Corporation
KGC
Shares Held
363K
Value
$9.02M
Arch Capital Group Ltd.
ACGL
Shares Held
359K
Value
$32.57M
The Charles Schwab Corporation
SCHW
Shares Held
336K
Value
$32.08M
Okta, Inc.
OKTA
Shares Held
335K
Value
$30.74M
Apple Inc.
AAPL
Shares Held
276K
Value
$70.16M
The Walt Disney Company
DIS
Shares Held
239K
Value
$27.33M
Alphabet Inc.
GOOGL
Shares Held
231K
Value
$56.19M
The TJX Companies, Inc.
TJX
Shares Held
229K
Value
$33.15M
Broadcom Inc.
AVGO
Shares Held
226K
Value
$74.45M
Exxon Mobil Corporation
XOM
Shares Held
166K
Value
$18.71M
Microsoft Corporation
MSFT
Shares Held
155K
Value
$80.07M
Workday, Inc.
WDAY
Shares Held
152K
Value
$36.69M
Analog Devices, Inc.
ADI
Shares Held
149K
Value
$36.54M
American Express Company
AXP
Shares Held
136K
Value
$45.20M
Johnson & Johnson
JNJ
Shares Held
130K
Value
$24.04M