SEC 13F Intelligence

Managers / Q2 2021

SMITH ASSET MANAGEMENT GROUP LP

CIK 0001091561 · 100 CRESCENT COURT, SUITE 1150, DALLAS, TX, 75201 · 2148804600

Reported Value
$2.0B
Q2 2021
Positions
363
Filings on Record
12
2019–present window
Filed
Aug 6, 2021
original filing

Summary

Smith Asset Management Group Lp reported $2.0B in U.S.-listed holdings across 363 positions for Q2 2021.

Its largest position, AAPL, represents 5.7% of the portfolio.

Compared with Q1 2021, the fund opened 70 new positions and exited 34.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $2.8BQ4 ’18Q1 ’19: $3.1BQ2 ’19: $3.0BQ2 ’19Q3 ’19: $2.8BQ4 ’19: $2.4BQ4 ’19Q1 ’20: $1.8BQ2 ’20: $1.8BQ2 ’20Q3 ’20: $1.9BQ4 ’20: $1.7BQ4 ’20Q1 ’21: $1.9BQ2 ’21: $2.0BQ2 ’21filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2021

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2021$2.0B363Aug 6, 202113F-HRchanges · EDGAR ↗
Q1 2021$1.9B327May 7, 202113F-HRchanges · EDGAR ↗
Q4 2020$1.7B310Feb 9, 202113F-HRchanges · EDGAR ↗
Q3 2020$1.9B306Nov 4, 202013F-HRchanges · EDGAR ↗
Q2 2020$1.8B298Aug 6, 202013F-HRchanges · EDGAR ↗
Q1 2020$1.8B358May 12, 202013F-HRchanges · EDGAR ↗
Q4 2019$2.4B368Feb 4, 202013F-HRchanges · EDGAR ↗
Q3 2019$2.8B379Nov 12, 201913F-HRchanges · EDGAR ↗
Q2 2019$3.0B405Aug 15, 2019RESTATEMENTchanges · EDGAR ↗
Q1 2019$3.1B448May 10, 201913F-HRchanges · EDGAR ↗
Q4 2018$2.8B447Feb 6, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.