Stock Taper 
SMITH GROUP ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Waystar Holding Corp. | WAY | 29.2K | $599.5K |
 Coca-Cola Europacific Partners PLC | CCEP | 28.51K | $2.85M |
 SentinelOne, Inc. | S | 27.96K | $474.41K |
 Box, Inc. | BOX | 26.75K | $710.05K |
 Phibro Animal Health Corporation | PAHC | 25.41K | $797.78K |
 PACS Group, Inc. | PACS | 24.36K | $1.04M |
 Interactive Brokers Group, Inc. | IBKR | 20.75K | $1.81M |
 Brinker International, Inc. | EAT | 20.67K | $3.47M |
 Alphabet Inc. | GOOG | 19.76K | $6.98M |
 EVERTEC, Inc. | EVTC | 17.96K | $498.93K |
 CarGurus, Inc. | CARG | 17.15K | $584.54K |
 Roku, Inc. | ROKU | 17.14K | $2.37M |
 nCino, Inc. | NCNO | 16.79K | $274.52K |
 WEC Energy Group, Inc. | WEC | 15.74K | $1.84M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 14.07K | $6.72M |
 Darling Ingredients Inc. | DAR | 13.64K | $745.18K |
 Artisan Partners Asset Management Inc. | APAM | 13.61K | $469.99K |
 Rubrik, Inc. | RBRK | 13.25K | $1.06M |
 StepStone Group Inc. | STEP | 12.91K | $533.92K |
 Matador Resources Company | MTDR | 12.73K | $633.85K |