SummitTX Capital, L.P.
FORT WORTH TX · SEC CIK 0002052310
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| GDDY | GODADDY INC | $35.94万 | 0.01% | 4,348 | 4,348 | — | $35.94万 | 新建仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $36.17万 | 0.01% | 4,985 | 749 | 17.7% | $5.43万 | 加仓 |
| WRB | BERKLEY W R CORP | $36.38万 | 0.01% | 5,489 | -8,773 | -61.5% | -$58.15万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $36.50万 | 0.01% | 1,349 | -81,167 | -98.4% | -$2,196.30万 | 减仓 |
| CNXC | CONCENTRIX CORP | $36.59万 | 0.01% | 13,373 | -32,407 | -70.8% | -$88.67万 | 减仓 |
| IQV | IQVIA HLDGS INC | $36.80万 | 0.01% | 2,158 | -8,273 | -79.3% | -$141.09万 | 减仓 |
| CROX | CROCS INC | $36.87万 | 0.01% | 4,441 | -2,401 | -35.1% | -$19.93万 | 减仓 |
| IBRX | IMMUNITYBIO INC | $37.43万 | 0.01% | 48,800 | 48,800 | — | $37.43万 | 新建仓 |
| TEM | TEMPUS AI INC | $37.55万 | 0.01% | 8,304 | 1,320 | 18.9% | $5.97万 | 重新持有 |
| COLM | COLUMBIA SPORTSWEAR CO | $37.59万 | 0.01% | 6,858 | -21,557 | -75.9% | -$118.15万 | 重新持有 |
| ETSY | ETSY INC | $37.76万 | 0.01% | 7,556 | 3,019 | 66.5% | $15.09万 | 加仓 |
| — | STELLAR BANCORP INC | $37.86万 | 0.01% | 10,341 | 10,341 | — | $37.86万 | 新建仓 |
| GEN | GEN DIGITAL INC | $38.03万 | 0.01% | 20,197 | 20,197 | — | $38.03万 | 新建仓 |
| ABR | ARBOR REALTY TRUST INC | $38.08万 | 0.01% | 49,385 | -44,173 | -47.2% | -$34.06万 | 减仓 |
| MBLY | MOBILEYE GLOBAL INC | $38.09万 | 0.01% | 55,439 | 55,439 | — | $38.09万 | 新建仓 |
| AAON | AAON INC | $38.25万 | 0.01% | 4,622 | 76 | 1.7% | $6,289 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $38.39万 | 0.01% | 1,070 | -2,822 | -72.5% | -$101.25万 | 减仓 |
| VLY | VALLEY NATL BANCORP | $38.49万 | 0.01% | 31,340 | -35,261 | -52.9% | -$43.30万 | 减仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $38.52万 | 0.01% | 4,170 | 4,170 | — | $38.52万 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $38.64万 | 0.01% | 25,677 | 25,677 | — | $38.64万 | 新建仓 |
| KWEB | KRANESHARES TRUST | $38.95万 | 0.01% | 13,700 | -1,300 | -8.7% | -$3.70万 | 重新持有 |
| FULT | FULTON FINL CORP PA | $39.11万 | 0.01% | 19,227 | -8,644 | -31.0% | -$17.58万 | 重新持有 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $39.19万 | 0.01% | 41,165 | 41,165 | — | $39.19万 | 新建仓 |
| DOX | AMDOCS LTD | $39.21万 | 0.01% | 6,008 | -59,933 | -90.9% | -$391.12万 | 减仓 |
| SE | SEA LTD | $39.40万 | 0.01% | 4,758 | 1,469 | 44.7% | $12.16万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $40.26万 | 0.01% | 1,231 | -7,041 | -85.1% | -$230.29万 | 减仓 |
| AVY | AVERY DENNISON CORP | $40.39万 | 0.01% | 2,339 | 2,339 | — | $40.39万 | 新建仓 |
| NFLX | NETFLIX INC | $40.61万 | 0.01% | 4,224 | -19,980 | -82.5% | -$192.11万 | 减仓 |
| POOL | POOL CORP | $40.73万 | 0.01% | 2,013 | -4,467 | -68.9% | -$90.38万 | 减仓 |
| KSS | KOHLS CORP | $40.76万 | 0.01% | 31,593 | 31,593 | — | $40.76万 | 新建仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $41.70万 | 0.01% | 11,182 | 11,182 | — | $41.70万 | 新建仓 |
| KMPR | KEMPER CORP | $42.40万 | 0.01% | 13,874 | 7,217 | 108.4% | $22.06万 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $42.43万 | 0.01% | 9,546 | -2,301 | -19.4% | -$10.23万 | 减仓 |
| ROCK | GIBRALTAR INDS INC | $43.12万 | 0.01% | 10,816 | 10,816 | — | $43.12万 | 新建仓 |
| ATRO | ASTRONICS CORP | $43.25万 | 0.01% | 6,481 | -46,965 | -87.9% | -$313.40万 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $43.84万 | 0.01% | 5,618 | 5,618 | — | $43.84万 | 新建仓 |
| OVV | OVINTIV INC | $44.00万 | 0.01% | 7,413 | 7,413 | — | $44.00万 | 新建仓 |
| RBRK | RUBRIK INC. | $44.08万 | 0.01% | 9,002 | 9,002 | — | $44.08万 | 新建仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $44.15万 | 0.01% | 5,455 | 5,455 | — | $44.15万 | 新建仓 |
| BRO | BROWN & BROWN INC | $44.75万 | 0.01% | 6,863 | -6,527 | -48.7% | -$42.56万 | 减仓 |
| POET | POET TECHNOLOGIES INC | $45.15万 | 0.01% | 76,015 | 76,015 | — | $45.15万 | 新建仓 |
| IONQ | IONQ INC | $45.16万 | 0.01% | 15,665 | 15,665 | — | $45.16万 | 新建仓 |
| CIFR | CIPHER DIGITAL INC | $45.37万 | 0.01% | 35,249 | 5,881 | 20.0% | $7.57万 | 加仓 |
| FOUR | SHIFT4 PMTS INC | $45.84万 | 0.01% | 10,483 | -974 | -8.5% | -$4.26万 | 减仓 |
| RDW | REDWIRE CORPORATION | $45.97万 | 0.01% | 54,080 | 42,955 | 386.1% | $36.51万 | 加仓 |
| ADT | ADT INC DEL | $46.60万 | 0.01% | 70,923 | 10,743 | 17.9% | $7.06万 | 加仓 |
| — | TRI POINTE HOMES INC | $46.73万 | 0.01% | 10,000 | 10,000 | — | $46.73万 | 新建仓 |
| — | SUPERNUS PHARMACEUTICALS | $46.75万 | 0.01% | 9,045 | -2,625 | -22.5% | -$13.57万 | 减仓 |
| DEO | DIAGEO PLC | $47.30万 | 0.01% | 6,353 | 3,356 | 112.0% | $24.99万 | 加仓 |
| CVLT | COMMVAULT SYS INC | $47.59万 | 0.01% | 6,110 | 6,110 | — | $47.59万 | 新建仓 |
| TCOM | TRIP COM GROUP LTD | $47.90万 | 0.01% | 9,620 | -39 | -0.4% | -$1,942 | 减仓 |
| CART | MAPLEBEAR INC | $48.05万 | 0.02% | 12,828 | -3,442 | -21.2% | -$12.89万 | 重新持有 |
| NTRS | NORTHERN TR CORP | $48.07万 | 0.02% | 3,444 | 3,444 | — | $48.07万 | 新建仓 |
| USAR | USA RARE EARTH INC | $48.31万 | 0.02% | 31,917 | 8,044 | 33.7% | $12.17万 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $49.37万 | 0.02% | 6,680 | -12,645 | -65.4% | -$93.45万 | 重新持有 |
| ONDS | ONDAS INC | $49.44万 | 0.02% | 54,685 | -41,512 | -43.2% | -$37.53万 | 减仓 |
| TGLS | TECNOGLASS INC | $49.63万 | 0.02% | 11,141 | 11,141 | — | $49.63万 | 新建仓 |
| UPWK | UPWORK INC | $49.64万 | 0.02% | 45,293 | 45,293 | — | $49.64万 | 新建仓 |
| WING | WINGSTOP INC | $49.79万 | 0.02% | 3,213 | 3,213 | — | $49.79万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $49.80万 | 0.02% | 288 | 288 | — | $49.80万 | 新建仓 |
| NXT | NEXTPOWER INC | $50.28万 | 0.02% | 4,171 | 4,171 | — | $50.28万 | 新建仓 |
| IJH | ISHARES TR | $50.91万 | 0.02% | 7,539 | 7,539 | — | $50.91万 | 新建仓 |
| RTX | RTX CORPORATION | $51.31万 | 0.02% | 2,660 | -12,396 | -82.3% | -$239.12万 | 重新持有 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $51.54万 | 0.02% | 62,094 | 62,094 | — | $51.54万 | 新建仓 |
| RBLX | ROBLOX CORP | $52.17万 | 0.02% | 9,224 | -9,914 | -51.8% | -$56.07万 | 减仓 |
| FROG | JFROG LTD | $52.23万 | 0.02% | 11,129 | 11,129 | — | $52.23万 | 新建仓 |
| EEFT | EURONET WORLDWIDE INC | $53.12万 | 0.02% | 8,003 | -927 | -10.4% | -$6.15万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $53.21万 | 0.02% | 11,344 | -56,813 | -83.4% | -$266.51万 | 减仓 |
| ORIC | ORIC PHARMACEUTICALS INC | $53.78万 | 0.02% | 42,446 | 42,446 | — | $53.78万 | 新建仓 |
| ITT | ITT INC | $53.94万 | 0.02% | 2,831 | 748 | 35.9% | $14.25万 | 加仓 |
| PPC | PILGRIMS PRIDE CORP | $54.19万 | 0.02% | 14,352 | 626 | 4.6% | $2.36万 | 重新持有 |
| SHAK | SHAKE SHACK INC | $54.25万 | 0.02% | 6,132 | 6,132 | — | $54.25万 | 新建仓 |
| ABBV | ABBVIE INC | $54.35万 | 0.02% | 2,499 | -5,455 | -68.6% | -$118.64万 | 重新持有 |
| OLED | UNIVERSAL DISPLAY CORP | $54.61万 | 0.02% | 5,958 | 5,958 | — | $54.61万 | 新建仓 |
| CBSH | COMMERCE BANCSHARES INC | $54.89万 | 0.02% | 11,156 | 5,206 | 87.5% | $25.61万 | 重新持有 |
| HLMN | HILLMAN SOLUTIONS CORP | $55.43万 | 0.02% | 66,628 | 29,083 | 77.5% | $24.20万 | 加仓 |
| PINS | PINTEREST INC | $55.91万 | 0.02% | 30,484 | 30,484 | — | $55.91万 | 新建仓 |
| ECHO | ECHOSTAR CORP | $56.06万 | 0.02% | 4,789 | 4,789 | — | $56.06万 | 新建仓 |
| ENR | ENERGIZER HLDGS INC | $56.23万 | 0.02% | 34,246 | 781 | 2.3% | $1.28万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $57.17万 | 0.02% | 1,960 | -10,552 | -84.3% | -$307.78万 | 减仓 |
| — | TWO HARBORS INVENTMENT CORPO | $57.21万 | 0.02% | 50,100 | 50,100 | — | $57.21万 | 新建仓 |
| SNX | TD SYNNEX CORPORATION | $57.46万 | 0.02% | 3,406 | -90,213 | -96.4% | -$1,521.98万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $57.85万 | 0.02% | 1,990 | -3,306 | -62.4% | -$96.11万 | 减仓 |
| ARMK | ARAMARK | $58.32万 | 0.02% | 14,386 | -30,841 | -68.2% | -$125.03万 | 减仓 |
| SDRL | SEADRILL LTD | $58.65万 | 0.02% | 12,890 | -299,495 | -95.9% | -$1,362.70万 | 减仓 |
| INMD | INMODE LTD | $58.71万 | 0.02% | 42,914 | 9,498 | 28.4% | $12.99万 | 加仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $58.98万 | 0.02% | 44,955 | -13,716 | -23.4% | -$18.00万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $59.38万 | 0.02% | 8,982 | 729 | 8.8% | $4.82万 | 加仓 |
| NJR | NEW JERSEY RES CORP | $59.53万 | 0.02% | 10,840 | 10,840 | — | $59.53万 | 新建仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $59.91万 | 0.02% | 2,698 | -37,760 | -93.3% | -$838.54万 | 重新持有 |
| FLUT | FLUTTER ENTMT PLC | $61.35万 | 0.02% | 6,018 | 2,969 | 97.4% | $30.27万 | 加仓 |
| UAA | UNDER ARMOUR INC | $62.18万 | 0.02% | 105,216 | -16,284 | -13.4% | -$9.62万 | 减仓 |
| F | FORD MTR CO | $63.06万 | 0.02% | 54,644 | -52,904 | -49.2% | -$61.05万 | 重新持有 |
| SWK | STANLEY BLACK & DECKER INC | $63.07万 | 0.02% | 8,875 | 8,875 | — | $63.07万 | 新建仓 |
| HIW | HIGHWOODS PPTYS INC | $63.35万 | 0.02% | 29,587 | 29,587 | — | $63.35万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $63.98万 | 0.02% | 6,816 | 3,614 | 112.9% | $33.92万 | 加仓 |
| SEIC | SEI INVTS CO | $64.05万 | 0.02% | 8,162 | -18,068 | -68.9% | -$141.78万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $64.67万 | 0.02% | 6,573 | -85,463 | -92.9% | -$840.79万 | 减仓 |
| FRMI | FERMI INC | $64.82万 | 0.02% | 111,000 | 111,000 | — | $64.82万 | 新建仓 |
| CVS | CVS HEALTH CORP | $65.52万 | 0.02% | 9,123 | 9,123 | — | $65.52万 | 新建仓 |