SIERRA SUMMIT ADVISORS LLC

PrivateCIK: 2012614
Location

INCLINE VILLAGE, NV

180
Positions
$688.12M
Total AUM (reported)
5.41M
Total Shares

Allocation by class

TOTAL AUM$688.12M180 positions
COM$459.43M66.8%
COM CL A$54.10M7.9%
CL A$44.08M6.4%
COM NEW$39.31M5.7%
CAP STK CL A$24.68M3.6%
CL A SUB VTG SHS$11.52M1.7%
CL B$11.32M1.6%

Portfolio Concentration

Top 313.5%4–1017.6%11–2526.7%Rest42.1%TOP 1031.1%0%100%
Top 3$92.80M13.5%
4–10$121.34M17.6%
11–25$184.03M26.7%
Rest$289.95M42.1%

Top 3 weight

13.5%

Top 10 weight

31.1%

Voting Authority Distribution

Total shares with voting rights: 5.41M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

5.41M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole180
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings180
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares228.27K
TypeSH
Market value$39.81M
5.79%
Sole
0.00
Shared
0.00
None
228.27K

APPLE INC

SOLE
COM
Shares111.56K
TypeSH
Market value$28.31M
4.11%
Sole
0.00
Shared
0.00
None
111.56K

ALPHABET INC

SOLE
CAP STK CL A
Shares85.83K
TypeSH
Market value$24.68M
3.59%
Sole
0.00
Shared
0.00
None
85.83K

TESLA INC

SOLE
COM
Shares53.12K
TypeSH
Market value$19.75M
2.87%
Sole
0.00
Shared
0.00
None
53.12K

LUMENTUM HLDGS INC

SOLE
COM
Shares25.55K
TypeSH
Market value$17.95M
2.61%
Sole
0.00
Shared
0.00
None
25.55K

ELI LILLY & CO

SOLE
COM
Shares19.29K
TypeSH
Market value$17.75M
2.58%
Sole
0.00
Shared
0.00
None
19.29K

CITIGROUP INC

SOLE
COM NEW
Shares148.80K
TypeSH
Market value$16.88M
2.45%
Sole
0.00
Shared
0.00
None
148.80K

VERTIV HOLDINGS CO

SOLE
COM CL A
Shares65.96K
TypeSH
Market value$16.53M
2.40%
Sole
0.00
Shared
0.00
None
65.96K

AMAZON COM INC

SOLE
COM
Shares79.34K
TypeSH
Market value$16.52M
2.40%
Sole
0.00
Shared
0.00
None
79.34K

GE VERNOVA INC

SOLE
COM
Shares18.29K
TypeSH
Market value$15.97M
2.32%
Sole
0.00
Shared
0.00
None
18.29K

CHEVRON CORPORATION

SOLE
COM
Shares77.12K
TypeSH
Market value$15.96M
2.32%
Sole
0.00
Shared
0.00
None
77.12K

ROCKET COS INC

SOLE
COM CL A
Shares956.49K
TypeSH
Market value$13.63M
1.98%
Sole
0.00
Shared
0.00
None
956.49K

ROBINHOOD MKTS INC

SOLE
COM CL A
Shares195.25K
TypeSH
Market value$13.53M
1.97%
Sole
0.00
Shared
0.00
None
195.25K

META PLATFORMS INC

SOLE
CL A
Shares23.03K
TypeSH
Market value$13.17M
1.91%
Sole
0.00
Shared
0.00
None
23.03K

DEERE & CO

SOLE
COM
Shares23.25K
TypeSH
Market value$13.10M
1.90%
Sole
0.00
Shared
0.00
None
23.25K

UNITED AIRLS HLDGS INC

SOLE
COM
Shares141.31K
TypeSH
Market value$13.01M
1.89%
Sole
0.00
Shared
0.00
None
141.31K

EMCOR GROUP INC

SOLE
COM
Shares16.26K
TypeSH
Market value$12.01M
1.75%
Sole
0.00
Shared
0.00
None
16.26K

PALANTIR TECHNOLOGIES INC

SOLE
CL A
Shares81.09K
TypeSH
Market value$11.86M
1.72%
Sole
0.00
Shared
0.00
None
81.09K

STEEL DYNAMICS INC

SOLE
COM
Shares65.89K
TypeSH
Market value$11.86M
1.72%
Sole
0.00
Shared
0.00
None
65.89K

SHOPIFY INC

SOLE
CL A SUB VTG SHS
Shares97.10K
TypeSH
Market value$11.52M
1.67%
Sole
0.00
Shared
0.00
None
97.10K

INTUITIVE SURGICAL INC

SOLE
COM NEW
Shares24.70K
TypeSH
Market value$11.38M
1.65%
Sole
0.00
Shared
0.00
None
24.70K

LAM RESEARCH CORP

SOLE
COM NEW
Shares51.72K
TypeSH
Market value$11.05M
1.61%
Sole
0.00
Shared
0.00
None
51.72K

ASTERA LABS INC

SOLE
COM
Shares100.23K
TypeSH
Market value$10.99M
1.60%
Sole
0.00
Shared
0.00
None
100.23K

QUANTA SVCS INC

SOLE
COM
Shares19.17K
TypeSH
Market value$10.52M
1.53%
Sole
0.00
Shared
0.00
None
19.17K

ARISTA NETWORKS INC

SOLE
COM SHS
Shares84.97K
TypeSH
Market value$10.43M
1.52%
Sole
0.00
Shared
0.00
None
84.97K
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