Sheets Smith Investment Management

Latest statistics and disclosures from Sheets Smith Investment Management's latest quarterly 13F-HR filing:

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Positions held by Sheets Smith Investment Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Sheets Smith Investment Management

Companies in the Sheets Smith Investment Management portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Grw Etf (IWF) 13.4 $15M 61k 241.15
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 8.5 $9.4M 113k 83.25
Fidelity Covington Trust Msci Consm Dis (FDIS) 7.7 $8.5M 119k 71.50
Alphabet Cap Stk Cl C (GOOG) 4.1 $4.5M 2.6k 1751.95
MercadoLibre (MELI) 3.9 $4.3M 2.6k 1675.21
Ishares Tr Russell 3000 Etf (IWV) 3.7 $4.1M 18k 223.57
Microsoft Corporation (MSFT) 3.7 $4.1M 18k 222.44
CoStar (CSGP) 2.5 $2.7M 3.0k 924.27
4068594 Enphase Energy (ENPH) 2.1 $2.4M 13k 175.48
Facebook Cl A (FB) 2.0 $2.2M 8.1k 273.19
Advanced Micro Devices (AMD) 2.0 $2.2M 24k 91.70
Servicenow (NOW) 1.8 $2.0M 3.6k 550.46
Charter Communications Inc N Cl A (CHTR) 1.7 $1.9M 2.9k 661.40
Veeva Sys Cl A Com (VEEV) 1.7 $1.9M 6.9k 272.32
Qualcomm (QCOM) 1.7 $1.8M 12k 152.35
Abbott Laboratories (ABT) 1.6 $1.8M 16k 109.51
Crowdstrike Hldgs Cl A (CRWD) 1.5 $1.7M 7.9k 211.86
Netflix (NFLX) 1.5 $1.6M 3.0k 540.68
LHC (LHCG) 1.5 $1.6M 7.6k 213.30
Deere & Company (DE) 1.4 $1.6M 5.8k 269.05
Msci (MSCI) 1.4 $1.5M 3.4k 446.52
NVIDIA Corporation (NVDA) 1.3 $1.4M 2.8k 522.37
Asml Holding N V N Y Registry Shs (ASML) 1.3 $1.4M 2.9k 487.61
Qorvo (QRVO) 1.2 $1.3M 8.1k 166.22
UnitedHealth (UNH) 1.2 $1.3M 3.7k 350.59
Twilio Cl A (TWLO) 1.1 $1.3M 3.7k 338.42
Thermo Fisher Scientific (TMO) 1.1 $1.2M 2.6k 465.81
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 1.1 $1.2M 4.8k 247.76
Zendesk (ZEN) 1.1 $1.2M 8.2k 143.17
Descartes Sys Grp (DSGX) 1.0 $1.1M 20k 58.50
Novocure Ord Shs (NVCR) 1.0 $1.1M 6.6k 173.08
Ii-vi (IIVI) 1.0 $1.1M 15k 75.95
Avantor (AVTR) 0.9 $986k 35k 28.14
Ringcentral Cl A (RNG) 0.9 $977k 2.6k 378.83
Domino's Pizza (DPZ) 0.9 $969k 2.5k 383.31
Advanced Energy Industries (AEIS) 0.9 $965k 10k 96.93
Docusign (DOCU) 0.9 $956k 4.3k 222.27
Five Below (FIVE) 0.8 $917k 5.2k 175.03
Floor & Decor Hldgs Cl A (FND) 0.8 $901k 9.7k 92.90
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.8 $892k 18k 50.78
Autodesk (ADSK) 0.8 $887k 2.9k 305.34
Freshpet (FRPT) 0.8 $869k 6.1k 142.06
Iqvia Holdings (IQV) 0.8 $850k 4.7k 179.17
Lithia Mtrs Cl A (LAD) 0.8 $832k 2.8k 292.65
D.R. Horton (DHI) 0.7 $830k 12k 68.91
Entegris (ENTG) 0.7 $829k 8.6k 96.08
Dycom Industries (DY) 0.7 $827k 11k 75.50
Jd.com Spon Adr Cl A (JD) 0.7 $795k 9.1k 87.85
Workday Cl A (WDAY) 0.7 $771k 3.2k 239.66
Atlassian Corp Cl A (TEAM) 0.7 $745k 3.2k 233.91
Astec Industries (ASTE) 0.6 $697k 12k 57.90
Agnico (AEM) 0.6 $695k 9.9k 70.47
Insulet Corporation (PODD) 0.6 $655k 2.6k 255.66
CAI International (CAI) 0.5 $601k 19k 31.24
Chart Inds Com Par $0.01 (GTLS) 0.5 $557k 4.7k 117.83
Cheniere Energy Com New (LNG) 0.5 $528k 8.8k 60.02
Onto Innovation (ONTO) 0.5 $501k 11k 47.58
Halozyme Therapeutics (HALO) 0.4 $498k 12k 42.67

Past Filings by Sheets Smith Investment Management

SEC 13F filings are viewable for Sheets Smith Investment Management going back to 2020