13F 机构持仓

SummitTX Capital, L.P.

FORT WORTH TX · SEC CIK 0002052310

2026Q22026Q1 更早 9 个季度 🔒
$32.02亿2026Q1 申报市值
744持仓数
28.2%前十大占比 · 第一大 14.7%
252 / 204新建仓 / 清仓
申报市值走势$38.85亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPY 14.7%
QQQ 5.2%
RSP 1.4%
ASML 1.2%
MKSI 1.2%
MDY 1.0%
GFF 0.9%
MTH 0.9%
COTERRA ENERGY 0.9%
TOPBUILD COR 0.9%

2026Q1 买入最多 按季末市值估算

SPY 加仓+$2.02亿
QQQ 加仓+$6,971.64万
COTERRA ENERGY I 新建仓+$2,830.61万
NVR 新建仓+$2,704.47万
KEX 新建仓+$2,209.18万

2026Q1 卖出最多 按季末市值估算

IVV 清仓-$2.95亿
PYPL 清仓-$2,853.69万
WMT 减仓-$2,635.21万
FTI 重新持有-$2,553.21万
MSFT 清仓-$2,317.36万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
XP XP INC $00.00%0 -30,978-100.0% -$50.71万 清仓
JACK JACK IN THE BOX INC $00.00%0 -26,469-100.0% -$50.16万 清仓
DOCS DOXIMITY INC $00.00%0 -11,319-100.0% -$50.12万 清仓
NXST NEXSTAR MEDIA GROUP INC $00.00%0 -2,419-100.0% -$49.12万 清仓
OMC OMNICOM GROUP INC $00.00%0 -5,952-100.0% -$48.06万 清仓
HTZ HERTZ GLOBAL HLDGS INC $00.00%0 —— — 申报中断
FHI FEDERATED HERMES INC $00.00%0 —— — 申报中断
NBHC NATIONAL BK HLDGS CORP $00.00%0 -12,314-100.0% -$46.81万 清仓
HCA HCA HEALTHCARE INC $00.00%0 -998-100.0% -$46.59万 清仓
CVE CENOVUS ENERGY INC $00.00%0 -27,206-100.0% -$46.03万 清仓
DAVE DAVE INC $00.00%0 -2,019-100.0% -$44.70万 清仓
CHDN CHURCHILL DOWNS INC $00.00%0 —— — 申报中断
VZ VERIZON COMMUNICATIONS INC $00.00%0 -10,836-100.0% -$44.13万 清仓
CMPX COMPASS THERAPEUTICS INC $00.00%0 —— — 申报中断
CGNX COGNEX CORP $00.00%0 -11,937-100.0% -$42.95万 清仓
WMB WILLIAMS COS INC $00.00%0 -7,102-100.0% -$42.69万 清仓
KFY KORN FERRY $00.00%0 -6,299-100.0% -$41.59万 清仓
NWE NORTHWESTERN ENERGY GROUP IN $00.00%0 -6,300-100.0% -$40.66万 清仓
CHD CHURCH & DWIGHT CO INC $00.00%0 -4,845-100.0% -$40.63万 清仓
BIDU BAIDU INC $00.00%0 —— — 申报中断
DLO DLOCAL LTD $00.00%0 -27,334-100.0% -$38.65万 清仓
BKNG BOOKING HOLDINGS INC $00.00%0 -71-100.0% -$38.02万 清仓
AXS AXIS CAP HLDGS LTD $00.00%0 —— — 申报中断
VEEV VEEVA SYS INC $00.00%0 -1,690-100.0% -$37.73万 清仓
PFSI PENNYMAC FINL SVCS INC NEW $00.00%0 -2,795-100.0% -$36.85万 清仓
PRK PARK NATL CORP $00.00%0 -2,382-100.0% -$36.25万 清仓
ARCC ARES CAPITAL CORP $00.00%0 -17,634-100.0% -$35.67万 清仓
— FRONTIER COMMUNICATIONS PARE $00.00%0 -9,090-100.0% -$34.61万 清仓
— TEVA PHARMACEUTICAL INDS LTD $00.00%0 -10,956-100.0% -$34.19万 清仓
GXO GXO LOGISTICS INCORPORATED $00.00%0 —— — 申报中断
CSIQ CANADIAN SOLAR INC $00.00%0 -13,973-100.0% -$33.21万 清仓
GATX GATX CORP $00.00%0 -1,884-100.0% -$31.95万 清仓
ANAB ANAPTYSBIO INC $00.00%0 —— — 申报中断
ACM AECOM $00.00%0 —— — 申报中断
TSHA TAYSHA GENE THERAPIES INC $00.00%0 -56,595-100.0% -$31.13万 清仓
NN NEXTNAV INC $00.00%0 -18,600-100.0% -$30.95万 清仓
AWR AMER STATES WTR CO $00.00%0 -4,268-100.0% -$30.93万 清仓
SYF SYNCHRONY FINANCIAL $00.00%0 -3,689-100.0% -$30.78万 清仓
WYNN WYNN RESORTS LTD $00.00%0 -2,524-100.0% -$30.37万 清仓
MORN MORNINGSTAR INC $00.00%0 -1,393-100.0% -$30.27万 清仓
CRCL CIRCLE INTERNET GROUP INC $00.00%0 -3,802-100.0% -$30.15万 清仓
CRML CRITICAL METALS CORP $00.00%0 -38,957-100.0% -$27.04万 清仓
PJT PJT PARTNERS INC $00.00%0 —— — 申报中断
NTR NUTRIEN LTD $00.00%0 —— — 申报中断
CRGY CRESCENT ENERGY COMPANY $00.00%0 -30,712-100.0% -$25.77万 清仓
TE T1 ENERGY INC $00.00%0 —— — 申报中断
EXK ENDEAVOUR SILVER CORP $00.00%0 -27,340-100.0% -$25.70万 清仓
MDGL MADRIGAL PHARMACEUTICALS INC $00.00%0 -433-100.0% -$25.22万 清仓
MAN MANPOWERGROUP INC WIS $00.00%0 -8,399-100.0% -$24.97万 清仓
VRSK VERISK ANALYTICS INC $00.00%0 —— — 申报中断
WTFC WINTRUST FINL CORP $00.00%0 -1,697-100.0% -$23.73万 清仓
RAL RALLIANT CORP $00.00%0 —— — 申报中断
IHG INTERCONTINENTAL HOTELS GROU $00.00%0 -1,640-100.0% -$23.10万 清仓
UNF UNIFIRST CORP MASS $00.00%0 —— — 申报中断
GLXY GALAXY DIGITAL INC. $00.00%0 —— — 申报中断
SLI STANDARD LITHIUM LTD $00.00%0 -50,000-100.0% -$22.35万 清仓
MZTI MARZETTI COMPANY $00.00%0 -1,339-100.0% -$22.02万 清仓
WABC WESTAMERICA BANCORPORATION $00.00%0 -4,587-100.0% -$21.94万 清仓
W WAYFAIR INC $00.00%0 -2,110-100.0% -$21.19万 清仓
FUTU FUTU HLDGS LTD $00.00%0 -1,275-100.0% -$20.94万 清仓
BXMT BLACKSTONE MTG TR INC $00.00%0 -10,884-100.0% -$20.82万 清仓
ASND ASCENDIS PHARMA A/S $00.00%0 -970-100.0% -$20.68万 清仓
HAFC HANMI FINL CORP $00.00%0 -7,500-100.0% -$20.27万 清仓
UPBD UPBOUND GROUP INC $00.00%0 —— — 申报中断
NTLA INTELLIA THERAPEUTICS INC $00.00%0 -17,287-100.0% -$15.54万 清仓
— WHITESTONE REIT $00.00%0 -10,000-100.0% -$13.89万 清仓
GRAB GRAB HOLDINGS LIMITED $00.00%0 -25,064-100.0% -$12.51万 清仓
CCC CCC INTELLIGENT SOLUTIONS HL $00.00%0 -14,691-100.0% -$11.68万 清仓
PRCH PORCH GROUP INC $00.00%0 -11,786-100.0% -$10.76万 清仓
NEXT NEXTDECADE CORP $00.00%0 -19,467-100.0% -$10.26万 清仓
PCT PURECYCLE TECHNOLOGIES INC $00.00%0 -10,430-100.0% -$8.96万 清仓
— FORWARD INDS INC N Y $00.00%0 -12,221-100.0% -$8.08万 清仓
— NIAGEN BIOSCIENCE INC $00.00%0 -12,361-100.0% -$7.86万 清仓
ASPI ASP ISOTOPES INC $00.00%0 -14,128-100.0% -$7.56万 清仓
IMRX IMMUNEERING CORP $00.00%0 -10,469-100.0% -$6.89万 清仓
— TASEKO MINES LTD $00.00%0 -11,900-100.0% -$6.74万 清仓
MPT MEDICAL PPTYS TRUST INC $00.00%0 -11,658-100.0% -$5.83万 清仓
RC READY CAPITAL CORP $00.00%0 -24,280-100.0% -$5.29万 清仓
— BEYOND MEAT INC $00.00%0 —— — 申报中断
— FRACTYL HEALTH INC $8,3320.00%18,200 18,200— $8,332 新建仓
— NEW FORTRESS ENERGY INC $1.07万0.00%18,100 18,100— $1.07万 新建仓
— REKOR SYSTEMS INC $1.49万0.00%18,200 18,200— $1.49万 新建仓
— PLAYBOY INC $1.52万0.00%10,000 10,000— $1.52万 新建仓
— ENVOY MEDICAL INC $1.62万0.00%243,374 243,374— $1.62万 新建仓
— ALT5 SIGMA CORP $1.64万0.00%14,800 14,800— $1.64万 新建仓
— VERITONE INC $2.56万0.00%13,000 13,000— $2.56万 新建仓
— PROKIDNEY CORP $2.61万0.00%14,600 14,600— $2.61万 新建仓
CCCC C4 THERAPEUTICS INC $2.75万0.00%10,466 10,466— $2.75万 新建仓
SPCE VIRGIN GALACTIC HOLDINGS INC $2.87万0.00%11,800 11,800— $2.87万 新建仓
— AMERICAN RES CORP $3.05万0.00%12,600 12,600— $3.05万 新建仓
— SES AI CORPORATION $3.33万0.00%34,600 34,600— $3.33万 新建仓
CABA CABALETTA BIO INC $3.37万0.00%12,522 12,522— $3.37万 新建仓
SMRT SMARTRENT INC $3.42万0.00%22,800 22,800— $3.42万 新建仓
IVVD INVIVYD INC $3.74万0.00%28,800 28,800— $3.74万 新建仓
BTBT BIT DIGITAL INC $4.17万0.00%31,816 31,816— $4.17万 新建仓
XFOR X4 PHARMACEUTICALS INC $4.63万0.00%11,200 11,200— $4.63万 新建仓
PTON PELOTON INTERACTIVE INC $4.98万0.00%11,619 11,619— $4.98万 新建仓
UWMC UWM HOLDINGS CORPORATION $5.60万0.00%15,475 -133,081-89.6% -$48.18万 重新持有
INN SUMMIT HOTEL PPTYS $5.71万0.00%12,925 12,925— $5.71万 新建仓
NRGV ENERGY VAULT HOLDINGS INC $6.80万0.00%20,600 20,600— $6.80万 新建仓