SUMMITRY LLC: 13F holdings
CIK 12800432026Q2
| Positions | 340 |
|---|
| Reported value | $3.0bn |
|---|
| Filed | 2026-07-21 |
|---|
Change since last quarter
| Positions | 340 (+55 vs prior quarter) |
|---|
| Reported value | $3.0bn (+7.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| V VISA INC | 435,853 | $149.5m | 4.9% |
| AMZN AMAZON COM INC | 593,631 | $141.5m | 4.7% |
| GOOGL ALPHABET INC | 373,263 | $133.4m | 4.4% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 274,507 | $131.1m | 4.3% |
| MA MASTERCARD INCORPORATED | 217,969 | $111.9m | 3.7% |
| CARR CARRIER GLOBAL CORPORATION | 1,366,130 | $100.2m | 3.3% |
| A AGILENT TECHNOLOGIES INC | 666,332 | $88.5m | 2.9% |
| MSFT MICROSOFT CORP | 221,816 | $82.7m | 2.7% |
| LOW LOWES COS INC | 369,601 | $81.5m | 2.7% |
| WFC WELLS FARGO & CO | 873,433 | $72.2m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1280043")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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