SUMMITTX CAPITAL, L.P.

PrivateCIK: 2052310
Location

FORT WORTH, TX

756
Positions
$3.89B
Total AUM (reported)
63.39M
Total Shares

Allocation by class

TOTAL AUM$3.89B756 positions
COM$2.10B54.1%
TR UNIT$508.32M13.1%
UNIT SER 1$297.70M7.7%
CL A$152.40M3.9%
COM NEW$142.85M3.7%
COM CL A$83.72M2.2%
SHS$56.59M1.5%

Portfolio Concentration

Top 322.5%4–107.7%11–259.3%Rest60.5%TOP 1030.3%0%100%
Top 3$875.03M22.5%
4–10$300.48M7.7%
11–25$359.71M9.3%
Rest$2.35B60.5%

Top 3 weight

22.5%

Top 10 weight

30.3%

Voting Authority Distribution

Total shares with voting rights: 63.39M

Sole

Full voting authority

63.39M

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)

Sole756
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings756
Rows:

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares680.69K
TypeSH
Market value$508.32M
13.08%
Sole
680.69K
Shared
0.00
None
0.00

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares404.27K
TypeSH
Market value$297.70M
7.66%
Sole
404.27K
Shared
0.00
None
0.00

ANALOG DEVICES INC

SOLE
COM
Shares173.75K
TypeSH
Market value$69.01M
1.78%
Sole
173.75K
Shared
0.00
None
0.00

MKS INC.

SOLE
COM
Shares132.01K
TypeSH
Market value$58.72M
1.51%
Sole
132.01K
Shared
0.00
None
0.00

ASML HLDG NV

SOLE
N Y REGISTRY SHS
Shares26.84K
TypeSH
Market value$53.39M
1.37%
Sole
26.84K
Shared
0.00
None
0.00

WARNER BROS DISCOVERY INC

SOLE
COM SER A
Shares1.63M
TypeSH
Market value$43.58M
1.12%
Sole
1.63M
Shared
0.00
None
0.00

APPLIED MATLS INC

SOLE
COM
Shares59.73K
TypeSH
Market value$43.18M
1.11%
Sole
59.73K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
ST STR INDL ETF
Shares193.17K
TypeSH
Market value$35.78M
0.92%
Sole
193.17K
Shared
0.00
None
0.00

NXP SEMICONDUCTORS N V

SOLE
COM
Shares120.75K
TypeSH
Market value$33.94M
0.87%
Sole
120.75K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares133.82K
TypeSH
Market value$31.90M
0.82%
Sole
133.82K
Shared
0.00
None
0.00

OREILLY AUTOMOTIVE INC

SOLE
COM
Shares299.49K
TypeSH
Market value$27.58M
0.71%
Sole
299.49K
Shared
0.00
None
0.00

CBRE GROUP INC

SOLE
CL A
Shares201.87K
TypeSH
Market value$27.19M
0.70%
Sole
201.87K
Shared
0.00
None
0.00

ELECTRONIC ARTS INC

SOLE
COM
Shares132.32K
TypeSH
Market value$27.13M
0.70%
Sole
132.32K
Shared
0.00
None
0.00

MICRON TECHNOLOGY INC

SOLE
COM
Shares22.43K
TypeSH
Market value$25.89M
0.67%
Sole
22.43K
Shared
0.00
None
0.00

3M CO

SOLE
COM
Shares159.28K
TypeSH
Market value$25.79M
0.66%
Sole
159.28K
Shared
0.00
None
0.00

LPL FINL HLDGS INC

SOLE
COM
Shares89.81K
TypeSH
Market value$25.30M
0.65%
Sole
89.81K
Shared
0.00
None
0.00

ADVANCED MICRO DEVICES INC

SOLE
COM
Shares42.96K
TypeSH
Market value$24.96M
0.64%
Sole
42.96K
Shared
0.00
None
0.00

ONTO INNOVATION INC

SOLE
COM
Shares65.73K
TypeSH
Market value$24.88M
0.64%
Sole
65.73K
Shared
0.00
None
0.00

STATE STR SPDR S&P MIDCAP 40

SOLE
UTSER1 S&PDCRP
Shares34.35K
TypeSH
Market value$24.16M
0.62%
Sole
34.35K
Shared
0.00
None
0.00

LOWES COS INC

SOLE
COM
Shares104.20K
TypeSH
Market value$22.98M
0.59%
Sole
104.20K
Shared
0.00
None
0.00

ALLIANT ENERGY CORP

SOLE
COM
Shares292.30K
TypeSH
Market value$22.30M
0.57%
Sole
292.30K
Shared
0.00
None
0.00

ZIONS BANCORPORATION NATL AS

SOLE
COM
Shares316.24K
TypeSH
Market value$21.88M
0.56%
Sole
316.24K
Shared
0.00
None
0.00

LINDE PLC

SOLE
SHS
Shares38.64K
TypeSH
Market value$20.05M
0.52%
Sole
38.64K
Shared
0.00
None
0.00

WALMART INC

SOLE
COM
Shares176.72K
TypeSH
Market value$20.02M
0.52%
Sole
176.72K
Shared
0.00
None
0.00

US BANCORP

SOLE
COM NEW
Shares324.74K
TypeSH
Market value$19.61M
0.50%
Sole
324.74K
Shared
0.00
None
0.00
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