account_balance
Investment manager · 13F filer · SEC CIK 2052310
SummitTX Capital, L.P.
Reported value$3.79Bas of Jun 30, 2026
Positions756 329 new, 311 sold out
Top 10 weight29.3%SPY alone is 13%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SPYState STR SPDR S&P 500 ETF T
12.6%Trimmed −11%
QQQInvesco QQQ Tr
7.4%Added +32%
ADIAnalog Devices Inc
1.8%Added +948%
MKSIMKS Inc.
1.5%Trimmed −18%
ASMLAsml HLDG NV
1.4%Trimmed −5%
AMATApplied Matls Inc
1.1%Trimmed −4%
XLISelect Sector SPDR Tr
0.9%New
NXPINXP Semiconductors N V
0.9%Added +119%
AMZNAmazon Com Inc
0.8%Added +16%
ORLY0.7%CBRECbre Group Inc
0.7%Added +178%
MU0.7%SPYState STR SPDR S&P 500 ETF T
12.6%Trimmed −11%
QQQInvesco QQQ Tr
7.4%Added +32%
XLI0.9%
NXPI0.9%AMZN0.8%ORLY0.7%CBRE0.7%MU0.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY State STR SPDR S&P 500 ETF T 12.6% Trimmed −11%
QQQ Invesco QQQ Tr 7.4% Added +32%
ADI Analog Devices Inc 1.8% Added +948%MKSI MKS Inc. 1.5% Trimmed −18%ASML Asml HLDG NV 1.4% Trimmed −5%AMAT Applied Matls Inc 1.1% Trimmed −4%XLI Select Sector SPDR Tr 0.9% New
NXPI NXP Semiconductors N V 0.9% Added +119%AMZN Amazon Com Inc 0.8% Added +16%ORLY Oreilly Automotive Inc 0.7% Added +80%CBRE Cbre Group Inc 0.7% Added +178%MU Micron Technology Inc 0.7% NewWhat changed