SUMMITTX CAPITAL, L.P.

PrivateCIK: 2052310
Location

FORT WORTH, TX

739
Positions
$3.20B
Total AUM (reported)
57.63M
Total Shares

Allocation by class

TOTAL AUM$3.20B739 positions
COM$1.70B53.1%
TR UNIT$483.63M15.1%
UNIT SER 1$166.42M5.2%
CL A$137.93M4.3%
COM NEW$111.71M3.5%
SHS$70.93M2.2%
COM SER A$46.02M1.4%

Portfolio Concentration

Top 321.7%4–107.5%11–2510.3%Rest60.4%TOP 1029.2%0%100%
Top 3$696.07M21.7%
4–10$239.86M7.5%
11–25$330.97M10.3%
Rest$1.94B60.4%

Top 3 weight

21.7%

Top 10 weight

29.2%

Voting Authority Distribution

Total shares with voting rights: 57.63M

Sole

Full voting authority

57.63M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole739
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings739
Rows:

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares743.66K
TypeSH
Market value$483.63M
15.10%
Sole
743.66K
Shared
0.00
None
0.00

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares288.33K
TypeSH
Market value$166.42M
5.20%
Sole
288.33K
Shared
0.00
None
0.00

WARNER BROS DISCOVERY INC

SOLE
COM SER A
Shares1.68M
TypeSH
Market value$46.02M
1.44%
Sole
1.68M
Shared
0.00
None
0.00

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL WGT
Shares234.32K
TypeSH
Market value$44.97M
1.40%
Sole
234.32K
Shared
0.00
None
0.00

ASML HLDG NV

SOLE
N Y REGISTRY SHS
Shares28.20K
TypeSH
Market value$37.25M
1.16%
Sole
28.20K
Shared
0.00
None
0.00

MKS INC.

SOLE
COM
Shares160.91K
TypeSH
Market value$36.98M
1.15%
Sole
160.91K
Shared
0.00
None
0.00

STATE STR SPDR S&P MIDCAP 40

SOLE
UTSER1 S&PDCRP
Shares53.48K
TypeSH
Market value$32.99M
1.03%
Sole
53.48K
Shared
0.00
None
0.00

GRIFFON CORP

SOLE
COM
Shares415.53K
TypeSH
Market value$30.20M
0.94%
Sole
415.53K
Shared
0.00
None
0.00

MERITAGE HOMES CORP

SOLE
COM
Shares471.61K
TypeSH
Market value$29.16M
0.91%
Sole
471.61K
Shared
0.00
None
0.00

COTERRA ENERGY INC

SOLE
COM
Shares805.52K
TypeSH
Market value$28.31M
0.88%
Sole
805.52K
Shared
0.00
None
0.00

TOPBUILD COR

SOLE
COM
Shares77.68K
TypeSH
Market value$27.29M
0.85%
Sole
77.68K
Shared
0.00
None
0.00

NVR INC

SOLE
COM
Shares4.10K
TypeSH
Market value$27.04M
0.84%
Sole
4.10K
Shared
0.00
None
0.00

CISCO SYS INC

SOLE
COM
Shares347.99K
TypeSH
Market value$27.00M
0.84%
Sole
347.99K
Shared
0.00
None
0.00

GE AEROSPACE

SOLE
COM NEW
Shares90.08K
TypeSH
Market value$25.56M
0.80%
Sole
90.08K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares144.04K
TypeSH
Market value$25.12M
0.78%
Sole
144.04K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares115.22K
TypeSH
Market value$24.00M
0.75%
Sole
115.22K
Shared
0.00
None
0.00

KIRBY CORP

SOLE
COM
Shares166.25K
TypeSH
Market value$22.09M
0.69%
Sole
166.25K
Shared
0.00
None
0.00

APPLIED MATLS INC

SOLE
COM
Shares62.06K
TypeSH
Market value$21.21M
0.66%
Sole
62.06K
Shared
0.00
None
0.00

ELECTRONIC ARTS INC

SOLE
COM
Shares100K
TypeSH
Market value$20.39M
0.64%
Sole
100K
Shared
0.00
None
0.00

CLEARWATER ANALYTICS HLDGS I

SOLE
CL A
Shares852.90K
TypeSH
Market value$20.17M
0.63%
Sole
852.90K
Shared
0.00
None
0.00

ENTERGY CORP NEW

SOLE
COM
Shares176.56K
TypeSH
Market value$19.84M
0.62%
Sole
176.56K
Shared
0.00
None
0.00

ALLIANT ENERGY CORP

SOLE
COM
Shares270.72K
TypeSH
Market value$19.43M
0.61%
Sole
270.72K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares52.22K
TypeSH
Market value$17.65M
0.55%
Sole
52.22K
Shared
0.00
None
0.00

AMEREN CORP

SOLE
COM
Shares157.64K
TypeSH
Market value$17.33M
0.54%
Sole
157.64K
Shared
0.00
None
0.00

AMERICAN ELEC PWR CO INC

SOLE
COM
Shares128.53K
TypeSH
Market value$16.85M
0.53%
Sole
128.53K
Shared
0.00
None
0.00
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