Sheets Smith Investment Management historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 3 quarters from 2024-12-31 to 2025-09-30, Sheets Smith Investment Management opened 113 positions, added to 43, reduced 41 and sold out of 54.
- Q3 2025: Stock AMZN; Country of operation United States; Class COM; Shares before 7,618.
- Q3 2025: Stock PLTR; Country of operation United States; Class CL A; Shares before 14,939.
- Q3 2025: Stock NGD; Country of operation —; Class COM; Shares before 382,489.
- Q3 2025: Stock NVDA; Country of operation United States; Class COM; Shares before 17,976.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1785199), 3 quarters: Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-08); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-10-08); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-06-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|---|---|---|---|---|---|---|---|---|---|
| Q3 2025 | AMZN AMAZON COM INC | United States | COM | 7,618 | 14,556 | +6,938 | $1,671,313 | $3,196,061 | +$1,524,748 | 2025-10-08 |
| Q3 2025 | PLTR PALANTIR TECHNOLOGIES INC | United States | CL A | 14,939 | 16,398 | +1,459 | $2,036,484 | $2,991,323 | +$954,839 | 2025-10-08 |
| Q3 2025 | NGD NEW GOLD INC CDA | COM | 382,489 | 383,242 | +753 | $1,893,321 | $2,751,678 | +$858,357 | 2025-10-08 | |
| Q3 2025 | NVDA NVIDIA CORPORATION | United States | COM | 17,976 | 19,655 | +1,679 | $2,840,028 | $3,667,185 | +$827,157 | 2025-10-08 |
| Q3 2025 | MSFT MICROSOFT CORP | United States | COM | 3,243 | 4,550 | +1,307 | $1,613,101 | $2,356,737 | +$743,636 | 2025-10-08 |
| Q3 2025 | OKLO OKLO INC | United States | COM CL A | 12,578 | 12,622 | +44 | $704,242 | $1,408,994 | +$704,752 | 2025-10-08 |
| Q3 2025 | GE GE AEROSPACE | United States | COM NEW | 6,420 | 7,558 | +1,138 | $1,652,444 | $2,273,598 | +$621,154 | 2025-10-08 |
| Q3 2025 | TBBK BANCORP INC DEL | United States | COM | 23,623 | 23,985 | +362 | $1,345,802 | $1,796,237 | +$450,435 | 2025-10-08 |
| Q3 2025 | GEV GE VERNOVA INC | United States | COM | 3,340 | 3,605 | +265 | $1,767,361 | $2,216,715 | +$449,354 | 2025-10-08 |
| Q3 2025 | C CITIGROUP INC | United States | COM NEW | 22,143 | 22,697 | +554 | $1,884,812 | $2,303,746 | +$418,934 | 2025-10-08 |
| Q3 2025 | AMD ADVANCED MICRO DEVICES INC | United States | COM | 13,576 | 14,111 | +535 | $1,926,434 | $2,282,999 | +$356,565 | 2025-10-08 |
| Q3 2025 | ROAD CONSTRUCTION PARTNERS INC | United States | COM CL A | 15,219 | 15,230 | +11 | $1,617,475 | $1,934,210 | +$316,735 | 2025-10-08 |
| Q3 2025 | HWM HOWMET AEROSPACE INC | United States | COM | 14,514 | 15,245 | +731 | $2,701,491 | $2,991,526 | +$290,035 | 2025-10-08 |
| Q3 2025 | FCFS FIRSTCASH HOLDINGS INC | United States | COM | 11,454 | 11,455 | +1 | $1,547,894 | $1,814,701 | +$266,807 | 2025-10-08 |
| Q3 2025 | CCJ CAMECO CORP | COM | 22,654 | 23,229 | +575 | $1,681,606 | $1,947,984 | +$266,378 | 2025-10-08 | |
| Q3 2025 | DASH DOORDASH INC | United States | CL A | 7,206 | 7,208 | +2 | $1,776,351 | $1,960,504 | +$184,153 | 2025-10-08 |
| Q3 2025 | NFLX NETFLIX INC | United States | COM | 1,349 | 1,367 | +18 | $1,806,486 | $1,638,924 | -$167,562 | 2025-10-08 |
| Q3 2025 | NFG NATIONAL FUEL GAS CO | United States | COM | 19,257 | 19,271 | +14 | $1,631,260 | $1,780,062 | +$148,802 | 2025-10-08 |
| Q3 2025 | ESE ESCO TECHNOLOGIES INC | United States | COM | 6,661 | 6,673 | +12 | $1,278,046 | $1,408,737 | +$130,691 | 2025-10-08 |
| Q3 2025 | SCHW SCHWAB CHARLES CORP | United States | COM | 18,653 | 18,668 | +15 | $1,701,900 | $1,782,234 | +$80,334 | 2025-10-08 |
| Q3 2025 | SMR NUSCALE PWR CORP | United States | CL A COM | 19,629 | 19,704 | +75 | $776,523 | $709,344 | -$67,179 | 2025-10-08 |
| Q3 2025 | IFS INTERCORP FINL SVCS INC | Peru | SHS | 25,768 | 25,829 | +61 | $982,534 | $1,041,942 | +$59,408 | 2025-10-08 |
| Q3 2025 | MA MASTERCARD INCORPORATED | United States | CL A | 2,154 | 2,192 | +38 | $1,210,419 | $1,246,832 | +$36,413 | 2025-10-08 |
| Q3 2025 | PEN PENUMBRA INC | United States | COM | 4,287 | 4,407 | +120 | $1,100,173 | $1,116,381 | +$16,208 | 2025-10-08 |
| Q2 2025 | MELI MERCADOLIBRE INC | COM | 677 | 906 | +229 | $1,320,739 | $2,367,949 | +$1,047,210 | 2025-10-08 | |
| Q2 2025 | PLTR PALANTIR TECHNOLOGIES INC | United States | CL A | 14,889 | 14,939 | +50 | $1,256,632 | $2,036,484 | +$779,852 | 2025-10-08 |
| Q2 2025 | NFLX NETFLIX INC | United States | COM | 1,120 | 1,349 | +229 | $1,044,434 | $1,806,486 | +$762,052 | 2025-10-08 |
| Q2 2025 | GE GE AEROSPACE | United States | COM NEW | 4,784 | 6,420 | +1,636 | $957,518 | $1,652,444 | +$694,926 | 2025-10-08 |
| Q2 2025 | APP APPLOVIN CORP | United States | COM CL A | 5,596 | 5,661 | +65 | $1,482,772 | $1,981,803 | +$499,031 | 2025-10-08 |
| Q2 2025 | PODD INSULET CORP | United States | COM | 4,641 | 5,060 | +419 | $1,218,773 | $1,589,751 | +$370,978 | 2025-10-08 |
| Q2 2025 | PEN PENUMBRA INC | United States | COM | 2,889 | 4,287 | +1,398 | $772,547 | $1,100,173 | +$327,626 | 2025-10-08 |
| Q2 2025 | GTLS CHART INDS INC | United States | COM | 6,032 | 7,220 | +1,188 | $870,780 | $1,188,773 | +$317,993 | 2025-10-08 |
| Q2 2025 | ALL ALLSTATE CORP | United States | COM | 5,169 | 6,809 | +1,640 | $1,070,345 | $1,370,720 | +$300,375 | 2025-10-08 |
| Q2 2025 | ADP AUTOMATIC DATA PROCESSING IN | United States | COM | 3,158 | 3,237 | +79 | $964,864 | $998,291 | +$33,427 | 2025-10-08 |
| Q1 2025 | PODD INSULET CORP | United States | COM | 3,132 | 4,641 | +1,509 | $817,671 | $1,218,773 | +$401,102 | 2025-06-12 |
| Q1 2025 | AMZN AMAZON COM INC | United States | COM | 12,017 | 12,375 | +358 | $2,636,410 | $2,354,468 | -$281,942 | 2025-06-12 |
| Q1 2025 | GTLS CHART INDS INC | United States | COM | 6,026 | 6,032 | +6 | $1,150,002 | $870,780 | -$279,222 | 2025-06-12 |
| Q1 2025 | USFD US FOODS HLDG CORP | United States | COM | 20,381 | 25,129 | +4,748 | $1,374,902 | $1,644,944 | +$270,042 | 2025-06-12 |
| Q1 2025 | GOOG ALPHABET INC | United States | CAP STK CL C | 7,640 | 7,760 | +120 | $1,454,962 | $1,212,345 | -$242,617 | 2025-06-12 |
| Q1 2025 | FISV FISERV INC | United States | COM | 6,970 | 6,979 | +9 | $1,431,777 | $1,541,173 | +$109,396 | 2025-06-12 |
| Q1 2025 | EXLS EXLSERVICE HOLDINGS INC | United States | COM | 36,353 | 36,382 | +29 | $1,613,346 | $1,717,594 | +$104,248 | 2025-06-12 |
| Q1 2025 | SYK STRYKER CORPORATION | United States | COM | 3,724 | 3,740 | +16 | $1,340,826 | $1,392,215 | +$51,389 | 2025-06-12 |
| Q1 2025 | SKWD SKYWARD SPECIALTY INS GROUP | United States | COM | 16,090 | 16,092 | +2 | $813,189 | $851,589 | +$38,400 | 2025-06-12 |
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