SummitTX Capital, L.P. Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$2.3B
Holdings
718
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (718 positions)
| Stock | Value |
|---|---|
AURAURORA INNOVATION INC | $318K |
MIDDMIDDLEBY CORP | $318K |
LMNDLEMONADE INC | $317K |
UPBDUPBOUND GROUP INC | $313K |
EAFEURGRAFTECH INTL LTD | $313K |
AIZASSURANT INC | $312K |
SBUXSTARBUCKS CORP | $312K |
NCNONCINO INC | $308K |
FRHCFREEDOM HLDG CORP NEV | $308K |
FCPTFOUR CORNERS PPTY TR INC | $307K |
CADECADENCE BANK | $307K |
GFSGLOBALFOUNDRIES INC | $305K |
VRSNVERISIGN INC | $298K |
WFRDWEATHERFORD INTL PLC | $297K |
VTRSVIATRIS INC | $296K |
JOBYJOBY AVIATION INC | $290K |
HOGHARLEY DAVIDSON INC | $289K |
FTAIFTAI AVIATION LTD | $289K |
MPMP MATERIALS CORP | $288K |
ARRYARRAY TECHNOLOGIES INC | $288K |
TPGTPG INC | $288K |
DUOLDUOLINGO INC | $287K |
TDCTERADATA CORP DEL | $287K |
ZETAZETA GLOBAL HOLDINGS CORP | $285K |
AXSMAXSOME THERAPEUTICS INC | $283K |
IBOCINTERNATIONAL BANCSHARES COR | $283K |
S7VSALLY BEAUTY HLDGS INC | $282K |
SGSWEETGREEN INC | $282K |
FULTFULTON FINL CORP PA | $281K |
FLNGFLEX LNG LTD | $281K |
EWTXEDGEWISE THERAPEUTICS INC | $280K |
CHECHEMED CORP NEW | $278K |
AGFIRST MAJESTIC SILVER CORP | $278K |
OVVOVINTIV INC | $276K |
COSCNO FINL GROUP INC | $274K |
PRIPRIMERICA INC | $267K |
JBHTHUNT J B TRANS SVCS INC | $267K |
WSCWILLSCOT HLDGS CORP | $266K |
DNBDUN & BRADSTREET HLDGS INC | $265K |
VRSKVERISK ANALYTICS INC | $265K |
CHWYCHEWY INC | $265K |
LCTXLINEAGE CELL THERAPEUTICS IN | $260K |
TFCTRUIST FINL CORP | $257K |
DARDARLING INGREDIENTS INC | $256K |
UNPUNION PAC CORP | $253K |
TJXTJX COS INC NEW | $249K |
RUNSUNRUN INC | $248K |
MG1MGE ENERGY INC | $248K |
SNSHARKNINJA INC | $247K |
UNHUNITEDHEALTH GROUP INC | $246K |
CDNSCADENCE DESIGN SYSTEM INC | $246K |
MLIMUELLER INDS INC | $245K |
IRINGERSOLL RAND INC | $244K |
ACHRARCHER AVIATION INC | $244K |
BULLWEBULL CORP | $239K |
IFFINTERNATIONAL FLAVORS&FRAGRA | $238K |
HALOHALOZYME THERAPEUTICS INC | $238K |
HALHALLIBURTON CO | $238K |
PRGOPERRIGO CO PLC | $237K |
MANHMANHATTAN ASSOCIATES INC | $237K |
HLIHOULIHAN LOKEY INC | $235K |
WGSGENEDX HOLDINGS CORP | $234K |
RCUSARCUS BIOSCIENCES INC | $233K |
NTRANATERA INC | $231K |
SEZLSEZZLE INC | $230K |
GEGGEO GROUP INC NEW | $229K |
LNTHLANTHEUS HLDGS INC | $226K |
BALLBALL CORP | $225K |
MGMMGM RESORTS INTERNATIONAL | $223K |
WERNWERNER ENTERPRISES INC | $223K |
QBTSD-WAVE QUANTUM INC | $223K |
EWHISHARES INC | $222K |
BSYBENTLEY SYS INC | $222K |
EBCEASTERN BANKSHARES INC | $221K |
IHGINTERCONTINENTAL HOTELS GROU | $220K |
LAMRLAMAR ADVERTISING CO NEW | $220K |
DOXAMDOCS LTD | $220K |
ROKUROKU INC | $220K |
IIPRINNOVATIVE INDL PPTYS INC | $219K |
PFSIPENNYMAC FINL SVCS INC NEW | $218K |
PAYCPAYCOM SOFTWARE INC | $218K |
RNSTRENASANT CORP | $213K |
ERIEERIE INDTY CO | $213K |
ZIONZIONS BANCORPORATION N A | $212K |
MOALTRIA GROUP INC | $212K |
LYBLYONDELLBASELL INDUSTRIES N | $210K |
SWKSTANLEY BLACK & DECKER INC | $210K |
HONHONEYWELL INTL INC | $210K |
GNRCGENERAC HLDGS INC | $209K |
ACTENACT HLDGS INC | $209K |
HLHECLA MNG CO | $206K |
NKENIKE INC | $206K |
CORZCORE SCIENTIFIC INC NEW | $206K |
LEALEAR CORP | $205K |
CFCF INDS HLDGS INC | $205K |
SSRMSSR MINING IN | $205K |
BGCBGC GROUP INC | $204K |
UUNITY SOFTWARE INC | $202K |
SPNTSIRIUSPOINT LTD | $202K |
HPHELMERICH & PAYNE INC | $191K |