Long-term investor

Summittx Capital, L.P. @summittxcapitallp

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002052310).

Record

  • Tracked since 2025-06-30 (476 days), 1015 trades recorded
  • Returns: week n/a · month n/a · 90 days -6.7% · 6 months +11.0% · 1 year +24.2% · all +24.2%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 78462F103 · 12.3% · long · since 2025-09-30
  • 46090E103 · 7.2% · long · since 2025-06-30
  • ADI · 1.8% · long · since 2026-03-31
  • MKSI · 1.5% · long · since 2025-06-30
  • ASML · 1.4% · long · since 2025-06-30
  • AMAT · 1.1% · long · since 2025-06-30
  • 81369Y704 · 0.9% · long · since 2025-09-30
  • NXPI · 0.9% · long · since 2025-06-30
  • AMZN · 0.8% · long · since 2025-06-30
  • 78462F103_PUT · 0.8% · long · since 2025-06-30
  • ORLY · 0.7% · long · since 2025-06-30
  • CBRE · 0.7% · long · since 2025-06-30

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