Long-term investor

Summit Global Investments @summitglobalinvestments

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001697953).

Record

  • Tracked since 2025-06-30 (454 days), 202 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +966.1% · all +966.1%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 74933W189 · 15.2% · long · since 2025-09-30
  • 74933W254 · 12.1% · long · since 2025-06-30
  • 74933W593 · 9.3% · long · since 2025-06-30
  • 74933W577 · 5.4% · long · since 2025-06-30
  • 74933W239 · 5.1% · long · since 2025-06-30
  • 74933W262 · 5.1% · long · since 2025-06-30
  • 464287440 · 2.0% · long · since 2025-06-30
  • NVDA · 1.3% · long · since 2025-06-30
  • AAPL · 1.3% · long · since 2025-06-30
  • TSLA · 1.0% · long · since 2025-06-30
  • 78463X889 · 1.0% · long · since 2025-06-30
  • MSFT · 0.9% · long · since 2025-06-30

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