SummitTX Capital, L.P.: 13F holdings
CIK 20523102026Q2
| Positions | 756 |
|---|
| Reported value | $3.9bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 756 (+17 vs prior quarter) |
|---|
| Reported value | $3.9bn (+21.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPY STATE STR SPDR S&P 500 ETF T | 640,689 | $478.4m | 12.3% |
| QQQ INVESCO QQQ TR | 379,268 | $279.3m | 7.2% |
| ADI ANALOG DEVICES INC | 173,745 | $69.0m | 1.8% |
| MKSI MKS INC. | 132,009 | $58.7m | 1.5% |
| ASML HLDG NV | 26,839 | $53.4m | 1.4% |
| AMAT APPLIED MATLS INC | 59,729 | $43.2m | 1.1% |
| XLI SELECT SECTOR SPDR TR | 193,167 | $35.8m | 0.9% |
| NXP SEMICONDUCTORS N V | 120,753 | $33.9m | 0.9% |
| AMZN AMAZON COM INC | 133,823 | $31.9m | 0.8% |
| ORLY OREILLY AUTOMOTIVE INC | 299,494 | $27.6m | 0.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2052310")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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