SummitTX Capital, L.P. — 13F Holdings & Portfolio

CIK 2052310 · latest 13F-HR filed 2026-08-14

SummitTX Capital, L.P. manages $3.89B in 13F-reported U.S. long-equity assets across 762 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPY (12.31%), QQQ (7.19%), ADI (1.78%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 329 new positions, exited 311, added to 206, and trimmed 205.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
201 MAIN ST.
SUITE 1900
FORT WORTH, TX 76102
Phone
(817) 769-1578
Filing Manager
SummitTX Capital, L.P.
FORT WORTH, TX
Signatory
Courtney Posner
Chief Compliance Officer
Loading holdings…
AUM

$3.89B

Long-equity book

Holdings

762

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+329 / −311 / ↑206 / ↓205

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • INVESCO QQQ TR$112.9M +67.8%
  • ANALOG DEVICES INC$63.7M +1208.6%
  • 3M CO$23.3M +923.7%
  • NXP SEMICONDUCTORS N V$23.1M +212.2%
  • APPLIED MATLS INC$22.0M +103.6%
Show all 206 →

Top Trims

  • INVESCO EXCHANGE TRADED FD T-$26.2M -58.3%
  • MERITAGE HOMES CORP-$24.0M -82.4%
  • GE AEROSPACE-$24.0M -93.9%
  • TOPBUILD COR-$18.0M -66.0%
  • GRIFFON CORP-$16.6M -55.1%
Show all 205 →

New Positions

  • SELECT SECTOR SPDR TR$35.8M
  • MICRON TECHNOLOGY INC$25.9M
  • ADVANCED MICRO DEVICES INC$25.0M
  • LOWES COS INC$23.0M
  • ROKU INC$19.1M
Show all 329 →

Exited Positions

  • COTERRA ENERGY INC$28.3M
  • NVIDIA CORPORATION$25.1M
  • KIRBY CORP$22.1M
  • TAIWAN SEMICONDUCTOR MANUFAC$17.6M
  • TERNS PHARMACEUTICALS INC$16.5M
Show all 311 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $478.4M 12.31% 640,689 SH
2 INVESCO QQQ TR QQQ 46090E103 $279.3M 7.19% 379,268 SH
3 ANALOG DEVICES INC ADI 032654105 $69.0M 1.78% 173,745 SH
4 MKS INC. MKSI 55306N104 $58.7M 1.51% 132,009 SH
5 ASML HLDG NV ASML N07059210 $53.4M 1.37% 26,839 SH
6 APPLIED MATLS INC AMAT 038222105 $43.2M 1.11% 59,729 SH
7 SELECT SECTOR SPDR TR XLI 81369Y704 $35.8M 0.92% 193,167 SH
8 NXP SEMICONDUCTORS N V NXPI N6596X109 $33.9M 0.87% 120,753 SH
9 AMAZON COM INC AMZN 023135106 $31.9M 0.82% 133,823 SH
10 STATE STR SPDR S&P 500 ETF T Put SPY 78462F103 $29.9M 0.77% 40,000 SH
11 OREILLY AUTOMOTIVE INC ORLY 67103H107 $27.6M 0.71% 299,494 SH
12 CBRE GROUP INC CBRE 12504L109 $27.2M 0.70% 201,868 SH
13 MICRON TECHNOLOGY INC MU 595112103 $25.9M 0.67% 22,430 SH
14 3M CO MMM 88579Y101 $25.8M 0.66% 159,275 SH
15 LPL FINL HLDGS INC LPLA 50212V100 $25.3M 0.65% 89,812 SH
16 ADVANCED MICRO DEVICES INC AMD 007903107 $25.0M 0.64% 42,959 SH
17 ONTO INNOVATION INC ONTO 683344105 $24.9M 0.64% 65,734 SH
18 STATE STR SPDR S&P MIDCAP 40 MDY 78467Y107 $24.2M 0.62% 34,353 SH
19 LOWES COS INC LOW 548661107 $23.0M 0.59% 104,202 SH
20 ALLIANT ENERGY CORP LNT 018802108 $22.3M 0.57% 292,300 SH
21 ZIONS BANCORPORATION NATL AS ZION 989701107 $21.9M 0.56% 316,241 SH
22 ELECTRONIC ARTS INC Put EA 285512109 $20.5M 0.53% 100,000 SH
23 LINDE PLC LIN G54950103 $20.1M 0.52% 38,639 SH
24 WALMART INC WMT 931142103 $20.0M 0.52% 176,720 SH
25 US BANCORP USB 902973304 $19.6M 0.50% 324,737 SH
26 AMEREN CORP AEE 023608102 $19.4M 0.50% 171,867 SH
27 CISCO SYS INC CSCO 17275R102 $19.4M 0.50% 165,163 SH
28 NVR INC NVR 62944T105 $19.3M 0.50% 2,827 SH
29 ROKU INC ROKU 77543R102 $19.1M 0.49% 138,293 SH
30 COSTCO WHOLESALE CORPORATION COST 22160K105 $18.9M 0.49% 20,184 SH
31 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $18.8M 0.48% 88,212 SH
32 INTERCONTINENTAL EXCHANGE IN ICE 45866F104 $18.6M 0.48% 151,214 SH
33 INVESCO QQQ TR Put QQQ 46090E103 $18.4M 0.47% 25,000 SH
34 TOLL BROTHERS INC TOL 889478103 $18.2M 0.47% 110,615 SH
35 WARNER BROS DISCOVERY INC WBD 934423104 $18.0M 0.46% 675,000 SH
36 WARNER BROS DISCOVERY INC Put WBD 934423104 $17.6M 0.45% 659,500 SH
37 GAMING & LEISURE P GLPI 36467J108 $16.8M 0.43% 376,964 SH
38 FLEX LTD FLEX Y2573F102 $16.4M 0.42% 101,055 SH
39 LAUDER ESTEE COS INC EL 518439104 $16.2M 0.42% 204,861 SH
40 QXO INC QXO 82846H405 $16.0M 0.41% 926,652 SH
41 CHOICE HOTELS INTL INC CHH 169905106 $16.0M 0.41% 144,726 SH
42 LIBERTY BROADBAND CORP LBRDK 530307305 $15.9M 0.41% 478,413 SH
43 GALAXY DIGITAL INC. GLXY 36317J209 $15.7M 0.40% 573,780 SH
44 TRAVEL PLUS LEISURE CO TNL 894164102 $15.6M 0.40% 204,546 SH
45 DEVON ENERGY CORP NEW DVN 25179M103 $15.3M 0.39% 369,498 SH
46 FLOOR & DECOR HLDGS INC FND 339750101 $15.2M 0.39% 256,242 SH
47 ECOLAB INC ECL 278865100 $15.1M 0.39% 54,219 SH
48 SEAGATE TECHNOLOGY HLDNGS PL STX G7997R103 $15.0M 0.39% 15,525 SH
49 BANK OF AMER CORP BAC 060505104 $15.0M 0.39% 262,636 SH
50 MOTOROLA SOLUTIONS INC MSI 620076307 $14.6M 0.38% 35,250 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $3.89B 762 0002052310-26-000002
2026-03-31 2026-05-15 $3.20B 744 0000905148-26-002402
2025-12-31 2026-02-17 $3.32B 673 0000905148-26-000842
2025-09-30 2025-11-14 $2.42B 725 0000905148-25-004050