SummitTX Capital, L.P. Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$2.3T
Holdings
771
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (771 positions)
| Stock | Value |
|---|---|
IVVISHARES TR | $280.9B |
NDQINVESCO QQQ TR | $94.3B |
SPYSPDR S&P 500 ETF TR | $55.9B |
XLCSELECT SECTOR SPDR TR | $26.4B |
EVRGEVERGY INC | $24.0B |
CYBRCYBERARK SOFTWARE LTD | $20.8B |
XELXCEL ENERGY INC | $20.5B |
PPLPPL CORP | $20.2B |
CSCOCISCO SYS INC | $19.7B |
ETRENTERGY CORP NEW | $19.5B |
AMZNAMAZON COM INC | $19.0B |
LRCXLAM RESEARCH CORP | $18.7B |
HRLHORMEL FOODS CORP | $18.3B |
RIORIO TINTO PLC | $17.2B |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $16.2B |
IWMISHARES TR | $16.0B |
NINISOURCE INC | $15.0B |
TOLTOLL BROTHERS INC | $14.9B |
AEEAMEREN CORP | $14.8B |
ADPAUTOMATIC DATA PROCESSING IN | $14.2B |
OCOWENS CORNING NEW | $13.8B |
SPGIS&P GLOBAL INC | $13.3B |
MNSTMONSTER BEVERAGE CORP NEW | $13.2B |
PKGPACKAGING CORP AMER | $12.9B |
DTEDTE ENERGY CO | $12.8B |
SJMSMUCKER J M CO | $12.6B |
DTDYNATRACE INC | $12.6B |
PEOEXELON CORP | $12.5B |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $12.5B |
AAPLAPPLE INC | $12.4B |
DOVDOVER CORP | $12.0B |
RMBS*RAMBUS INC DEL | $11.8B |
ADSKAUTODESK INC | $11.8B |
FCXFREEPORT-MCMORAN INC | $11.3B |
DDOGDATADOG INC | $11.2B |
MUMICRON TECHNOLOGY INC | $10.7B |
CAHCARDINAL HEALTH INC | $10.7B |
MKSIMKS INSTRS INC | $10.6B |
FNVFRANCO NEV CORP | $10.5B |
SNOWSNOWFLAKE INC | $10.5B |
HUBSHUBSPOT INC | $10.1B |
CLXCLOROX CO DEL | $10.0B |
MTHMERITAGE HOMES CORP | $9.8B |
WDAYWORKDAY INC | $9.5B |
VALEVALE S A | $9.4B |
MTSIMACOM TECH SOLUTIONS HLDGS I | $9.2B |
FROFRONTLINE PLC | $8.9B |
NVDANVIDIA CORPORATION | $8.9B |
MMM3M CO | $8.7B |
DUKDUKE ENERGY CORP NEW | $8.7B |
SPGSIMON PPTY GROUP INC NEW | $8.6B |
HSYHERSHEY CO | $8.5B |
BACBANK AMERICA CORP | $8.4B |
CNPCENTERPOINT ENERGY INC | $8.4B |
NXPINXP SEMICONDUCTORS N V | $8.4B |
NTRANATERA INC | $8.4B |
LWLAMB WESTON HLDGS INC | $8.4B |
MRKMERCK & CO INC | $8.2B |
MSCIMSCI INC | $8.1B |
AMHAMERICAN HOMES 4 RENT | $7.8B |
TXNMTXNM ENERGY INC | $7.8B |
METAMETA PLATFORMS INC | $7.6B |
WKWORKIVA INC | $7.5B |
KRGKITE RLTY GROUP TR | $7.4B |
GDXJVANECK ETF TRUST | $7.4B |
PORPORTLAND GEN ELEC CO | $7.3B |
CMSCMS ENERGY CORP | $7.2B |
EXTREXTREME NETWORKS | $7.2B |
TAPMOLSON COORS BEVERAGE CO | $7.2B |
MHOM/I HOMES INC | $7.2B |
BSXBOSTON SCIENTIFIC CORP | $7.1B |
BKVBKV CORP | $7.1B |
EPAMEPAM SYS INC | $7.1B |
CPTCAMDEN PPTY TR | $7.1B |
WPMWHEATON PRECIOUS METALS CORP | $7.1B |
STLDSTEEL DYNAMICS INC | $7.0B |
DDDUPONT DE NEMOURS INC | $7.0B |
WIXWIX COM LTD | $6.7B |
HONHONEYWELL INTL INC | $6.6B |
PCGPG&E CORP | $6.6B |
NDAQNASDAQ INC | $6.5B |
TXNTEXAS INSTRS INC | $6.5B |
DHRDANAHER CORPORATION | $6.4B |
AGIALAMOS GOLD INC NEW | $6.4B |
SIMOSILICON MOTION TECHNOLOGY CO | $6.3B |
DOCHEALTHPEAK PROPERTIES INC | $6.2B |
AVBAVALONBAY CMNTYS INC | $6.2B |
DAYDAYFORCE INC | $6.0B |
JNJJOHNSON & JOHNSON | $5.9B |
TRUTRANSUNION | $5.9B |
4I1PHILIP MORRIS INTL INC | $5.9B |
ESSESSEX PPTY TR INC | $5.9B |
UNPUNION PAC CORP | $5.9B |
DHID R HORTON INC | $5.9B |
CRCRANE COMPANY | $5.8B |
PSAPUBLIC STORAGE OPER CO | $5.7B |
MOALTRIA GROUP INC | $5.7B |
QRVOQORVO INC | $5.7B |
VRTXVERTEX PHARMACEUTICALS INC | $5.7B |
KMBKIMBERLY-CLARK CORP | $5.7B |
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