SummitTX Capital, L.P. Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$3.3T

Holdings

670

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (670 positions)

StockValue
IDAIDACORP INC
$1.1B
KDPKEURIG DR PEPPER INC
$1.1B
LWLAMB WESTON HLDGS INC
$1.1B
CRWDCROWDSTRIKE HLDGS INC
$1.1B
BROBROWN & BROWN INC
$1.1B
ADSKAUTODESK INC
$1.1B
REPLREPLIMUNE GROUP INC
$1.1B
CHTRCHARTER COMMUNICATIONS INC N
$1.1B
DTDYNATRACE INC
$1.0B
ALCALCON AG
$1.0B
THOTHOR INDS INC
$1.0B
USFDUS FOODS HLDG CORP
$1.0B
TRVCCITIGROUP INC
$1.0B
WSCWILLSCOT HLDGS CORP
$1.0B
IMTXIMMATICS N.V
$1.0B
WRBBERKLEY W R CORP
$1.0B
PEGPUBLIC SVC ENTERPRISE GRP IN
$989.0M
AXTAAXALTA COATING SYS LTD
$984.0M
MDBMONGODB INC
$966.0M
MSCIMSCI INC
$963.0M
HRLHORMEL FOODS CORP
$955.0M
TRUTRANSUNION
$947.0M
ASAMER SPORTS INC
$939.0M
ONDSONDAS HLDGS INC
$938.0M
KMBKIMBERLY-CLARK CORP
$936.0M
QNRXQUOIN PHARMACEUTICALS LTD
$934.0M
AIGAMERICAN INTL GROUP INC
$933.0M
CEGCONSTELLATION ENERGY CORP
$933.0M
ARXACCELERANT HOLDINGS
$928.0M
AESAES CORP
$925.0M
MDUMDU RES GROUP INC
$917.0M
AHLASPEN INSURANCE HOLDINGS LTD
$910.0M
JPXAEROVIRONMENT INC
$887.0M
NDSNNORDSON CORP
$885.0M
EOSEEOS ENERGY ENTERPRISES INC
$885.0M
JHGJANUS HENDERSON GROUP PLC
$872.0M
WHWYNDHAM HOTELS & RESORTS INC
$854.0M
PRPERMIAN RESOURCES CORP
$853.0M
BULLWEBULL CORP
$842.0M
VIRTVIRTU FINL INC
$837.0M
CRBGCOREBRIDGE FINL INC
$833.0M
SNDXSYNDAX PHARMACEUTICALS INC
$822.0M
PBFPBF ENERGY INC
$821.0M
ACHCACADIA HEALTHCARE COMPANY IN
$820.0M
RSGREPUBLIC SVCS INC
$816.0M
MURMURPHY OIL CORP
$814.0M
ANETARISTA NETWORKS INC
$812.0M
TREXTREX CO INC
$808.0M
TWLOTWILIO INC
$803.0M
CRICARTERS INC
$792.0M
ICEINTERCONTINENTAL EXCHANGE IN
$786.0M
TRITHOMSON REUTERS CORP
$780.0M
PSNPARSONS CORP DEL
$779.0M
VLYVALLEY NATL BANCORP
$777.0M
BYDBOYD GAMING CORP
$771.0M
REEVEREST GROUP LTD
$770.0M
DWDMORGAN STANLEY
$769.0M
PBRPETROLEO BRASILEIRO SA PETRO
$761.0M
APLDAPPLIED DIGITAL CORP
$735.0M
GRMNGARMIN LTD
$729.0M
LCIILCI INDS
$728.0M
ABRARBOR REALTY TRUST INC
$726.0M
YEXTYEXT INC
$723.0M
FOURSHIFT4 PMTS INC
$721.0M
OWLBLUE OWL CAPITAL INC
$711.0M
XARSPDR SERIES TRUST
$711.0M
FISVFISERV INC
$706.0M
CDECOEUR MNG INC
$706.0M
PHMPULTE GROUP INC
$702.0M
SFMSPROUTS FMRS MKT INC
$701.0M
NPOENPRO INC
$698.0M
RITMRITHM CAPITAL CORP
$696.0M
MCOMOODYS CORP
$695.0M
CLVTRIP COM GROUP LTD
$694.0M
RCUSARCUS BIOSCIENCES INC
$694.0M
ELFE L F BEAUTY INC
$689.0M
PCVXVAXCYTE INC
$686.0M
BELFBBEL FUSE INC
$684.0M
EEFTEURONET WORLDWIDE INC
$679.0M
CSTLCASTLE BIOSCIENCES INC
$677.0M
GPNGLOBAL PMTS INC
$675.0M
NRANRG ENERGY INC
$673.0M
CLSCELESTICA INC
$669.0M
PSXPHILLIPS 66
$666.0M
KAIKADANT INC
$665.0M
ENRENERGIZER HLDGS INC NEW
$665.0M
QUREUNIQURE NV
$663.0M
FLUTFLUTTER ENTMT PLC
$655.0M
FIGFIGMA INC
$643.0M
PAGPENSKE AUTOMOTIVE GRP INC
$636.0M
PHVSPHARVARIS N V
$634.0M
TTDTHE TRADE DESK INC
$634.0M
HUTHUT 8 CORP
$630.0M
BWXTBWX TECHNOLOGIES INC
$624.0M
AGCOAGCO CORP
$623.0M
MOSMOSAIC CO NEW
$622.0M
BAMBROOKFIELD ASSET MANAGMT LTD
$620.0M
ARWARROW ELECTRS INC
$617.0M
LYFTLYFT INC
$610.0M
GNRCGENERAC HLDGS INC
$607.0M
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