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 |
|---|---|---|---|---|---|---|---|---|
| BCRX | BIOCRYST PHARMACEUTICALS INC | $39.19万 | 0.01% | 41,165 | 41,165 | — | $39.19万 | 新建仓 |
| FULT | FULTON FINL CORP PA | $39.11万 | 0.01% | 19,227 | -8,644 | -31.0% | -$17.58万 | 重新持有 |
| KWEB | KRANESHARES TRUST | $38.95万 | 0.01% | 13,700 | -1,300 | -8.7% | -$3.70万 | 重新持有 |
| RIVN | RIVIAN AUTOMOTIVE INC | $38.64万 | 0.01% | 25,677 | 25,677 | — | $38.64万 | 新建仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $38.52万 | 0.01% | 4,170 | 4,170 | — | $38.52万 | 新建仓 |
| VLY | VALLEY NATL BANCORP | $38.49万 | 0.01% | 31,340 | -35,261 | -52.9% | -$43.30万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $38.39万 | 0.01% | 1,070 | -2,822 | -72.5% | -$101.25万 | 减仓 |
| AAON | AAON INC | $38.25万 | 0.01% | 4,622 | 76 | 1.7% | $6,289 | 加仓 |
| MBLY | MOBILEYE GLOBAL INC | $38.09万 | 0.01% | 55,439 | 55,439 | — | $38.09万 | 新建仓 |
| ABR | ARBOR REALTY TRUST INC | $38.08万 | 0.01% | 49,385 | -44,173 | -47.2% | -$34.06万 | 减仓 |
| GEN | GEN DIGITAL INC | $38.03万 | 0.01% | 20,197 | 20,197 | — | $38.03万 | 新建仓 |
| — | STELLAR BANCORP INC | $37.86万 | 0.01% | 10,341 | 10,341 | — | $37.86万 | 新建仓 |
| ETSY | ETSY INC | $37.76万 | 0.01% | 7,556 | 3,019 | 66.5% | $15.09万 | 加仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $37.59万 | 0.01% | 6,858 | -21,557 | -75.9% | -$118.15万 | 重新持有 |
| TEM | TEMPUS AI INC | $37.55万 | 0.01% | 8,304 | 1,320 | 18.9% | $5.97万 | 重新持有 |
| IBRX | IMMUNITYBIO INC | $37.43万 | 0.01% | 48,800 | 48,800 | — | $37.43万 | 新建仓 |
| CROX | CROCS INC | $36.87万 | 0.01% | 4,441 | -2,401 | -35.1% | -$19.93万 | 减仓 |
| IQV | IQVIA HLDGS INC | $36.80万 | 0.01% | 2,158 | -8,273 | -79.3% | -$141.09万 | 减仓 |
| CNXC | CONCENTRIX CORP | $36.59万 | 0.01% | 13,373 | -32,407 | -70.8% | -$88.67万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $36.50万 | 0.01% | 1,349 | -81,167 | -98.4% | -$2,196.30万 | 减仓 |
| WRB | BERKLEY W R CORP | $36.38万 | 0.01% | 5,489 | -8,773 | -61.5% | -$58.15万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $36.17万 | 0.01% | 4,985 | 749 | 17.7% | $5.43万 | 加仓 |
| GDDY | GODADDY INC | $35.94万 | 0.01% | 4,348 | 4,348 | — | $35.94万 | 新建仓 |
| PAAS | PAN AMERN SILVER CORP | $35.65万 | 0.01% | 6,525 | -3,609 | -35.6% | -$19.72万 | 减仓 |
| PATK | PATRICK INDS INC | $35.41万 | 0.01% | 3,188 | 1,244 | 64.0% | $13.82万 | 加仓 |
| FLY | FIREFLY AEROSPACE INC | $35.25万 | 0.01% | 12,383 | 12,383 | — | $35.25万 | 新建仓 |
| — | WEBSTER FINL CORP | $34.71万 | 0.01% | 5,000 | -17,168 | -77.4% | -$119.18万 | 重新持有 |
| BF/B | BROWN FORMAN CORP | $34.15万 | 0.01% | 12,915 | -86,187 | -87.0% | -$227.88万 | 减仓 |
| TDOC | TELADOC HEALTH INC | $33.94万 | 0.01% | 62,277 | 62,277 | — | $33.94万 | 新建仓 |
| TGTX | TG THERAPEUTICS INC | $33.94万 | 0.01% | 10,217 | -32,875 | -76.3% | -$109.21万 | 减仓 |
| MEC | MAYVILLE ENGR CO INC | $33.56万 | 0.01% | 18,696 | 3,578 | 23.7% | $6.42万 | 加仓 |
| ORI | OLD REP INTL CORP | $33.30万 | 0.01% | 8,347 | -68,654 | -89.2% | -$273.93万 | 减仓 |
| TTAN | SERVICETITAN INC | $33.14万 | 0.01% | 5,222 | 5,222 | — | $33.14万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $33.04万 | 0.01% | 1,183 | -1,459 | -55.2% | -$40.74万 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC | $32.80万 | 0.01% | 15,798 | 6,361 | 67.4% | $13.21万 | 加仓 |
| YELP | YELP INC | $32.51万 | 0.01% | 13,141 | 13,141 | — | $32.51万 | 新建仓 |
| CMC | COMMERCIAL METALS CO | $32.46万 | 0.01% | 5,284 | -51,672 | -90.7% | -$317.42万 | 减仓 |
| LINE | LINEAGE INC | $31.78万 | 0.01% | 9,700 | 9,700 | — | $31.78万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $31.50万 | 0.01% | 5,465 | 2,248 | 69.9% | $12.96万 | 重新持有 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $31.22万 | 0.01% | 8,580 | -131 | -1.5% | -$4,767 | 重新持有 |
| LAMR | LAMAR ADVERTISING CO | $31.09万 | 0.01% | 2,455 | 142 | 6.1% | $1.80万 | 加仓 |
| TRP | TC ENERGY CORP | $30.24万 | 0.01% | 4,830 | -1,832 | -27.5% | -$11.47万 | 减仓 |
| GPN | GLOBAL PMTS INC | $30.05万 | 0.01% | 4,465 | -4,263 | -48.8% | -$28.69万 | 减仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $29.95万 | 0.01% | 10,694 | 10,694 | — | $29.95万 | 新建仓 |
| PPG | PPG INDS INC | $29.93万 | 0.01% | 2,800 | 527 | 23.2% | $5.63万 | 加仓 |
| NSIT | INSIGHT ENTERPRISES INC | $29.89万 | 0.01% | 4,461 | 1,636 | 57.9% | $10.96万 | 加仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $29.82万 | 0.01% | 19,028 | 10,313 | 118.3% | $16.16万 | 加仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $29.80万 | 0.01% | 4,551 | 4,551 | — | $29.80万 | 新建仓 |
| IBB | ISHARES TR | $29.24万 | 0.01% | 1,732 | -143 | -7.6% | -$2.41万 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $29.21万 | 0.01% | 3,975 | 3,975 | — | $29.21万 | 新建仓 |
| BRBR | BELLRING BRANDS INC | $29.03万 | 0.01% | 18,045 | 18,045 | — | $29.03万 | 新建仓 |
| HYMC | HYCROFT MINING HOLDING CORP | $28.86万 | 0.01% | 8,200 | 8,200 | — | $28.86万 | 新建仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $28.02万 | 0.01% | 3,090 | 3,090 | — | $28.02万 | 新建仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $27.84万 | 0.01% | 2,180 | -1,736 | -44.3% | -$22.17万 | 重新持有 |
| PBI | PITNEY BOWES INC | $27.60万 | 0.01% | 24,975 | 24,975 | — | $27.60万 | 新建仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $27.16万 | 0.01% | 5,321 | 5,321 | — | $27.16万 | 新建仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $27.13万 | 0.01% | 32,107 | 32,107 | — | $27.13万 | 新建仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $27.05万 | 0.01% | 6,792 | -26,543 | -79.6% | -$105.72万 | 减仓 |
| PGY | PAGAYA TECHNOLOGIES LTD | $26.86万 | 0.01% | 23,054 | 16,030 | 228.2% | $18.67万 | 重新持有 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $26.80万 | 0.01% | 11,457 | -46,366 | -80.2% | -$108.45万 | 减仓 |
| YETI | YETI HLDGS INC | $26.49万 | 0.01% | 7,241 | -18,297 | -71.6% | -$66.95万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $26.28万 | 0.01% | 3,450 | 3,450 | — | $26.28万 | 新建仓 |
| AEBI | AEBI SCHMIDT HLDG AG | $26.27万 | 0.01% | 27,054 | 10,894 | 67.4% | $10.58万 | 加仓 |
| TNGX | TANGO THERAPEUTICS INC | $26.22万 | 0.01% | 12,535 | 12,535 | — | $26.22万 | 新建仓 |
| BW | BABCOCK & WILCOX ENTERPRISES | $26.21万 | 0.01% | 17,842 | 4,538 | 34.1% | $6.67万 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $25.78万 | 0.01% | 7,214 | 7,214 | — | $25.78万 | 新建仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $25.61万 | 0.01% | 11,768 | 11,768 | — | $25.61万 | 新建仓 |
| BCS | BARCLAYS PLC | $25.20万 | 0.01% | 11,907 | 11,907 | — | $25.20万 | 新建仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $24.97万 | 0.01% | 26,903 | -2,588 | -8.8% | -$2.40万 | 减仓 |
| ALM | ALMONTY INDS INC | $24.91万 | 0.01% | 17,203 | -3,346 | -16.3% | -$4.84万 | 减仓 |
| SNY | SANOFI SA | $24.85万 | 0.01% | 5,157 | 5,157 | — | $24.85万 | 新建仓 |
| NIO | NIO INC | $24.67万 | 0.01% | 40,906 | 40,906 | — | $24.67万 | 新建仓 |
| BG | BUNGE GLOBAL SA | $24.35万 | 0.01% | 1,914 | -2,502 | -56.7% | -$31.83万 | 减仓 |
| EWZ | ISHARES INC | $24.19万 | 0.01% | 6,300 | 6,300 | — | $24.19万 | 新建仓 |
| FLNC | FLUENCE ENERGY INC | $24.15万 | 0.01% | 17,553 | -10,911 | -38.3% | -$15.01万 | 减仓 |
| FTI | TECHNIPFMC PLC | $23.91万 | 0.01% | 3,458 | -369,334 | -99.1% | -$2,553.21万 | 重新持有 |
| MANH | MANHATTAN ASSOCIATES INC | $23.78万 | 0.01% | 1,786 | 1,786 | — | $23.78万 | 新建仓 |
| BN | BROOKFIELD CORP | $23.46万 | 0.01% | 5,797 | 5,797 | — | $23.46万 | 新建仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $22.97万 | 0.01% | 13,772 | 255 | 1.9% | $4,253 | 加仓 |
| ASAN | ASANA INC | $22.92万 | 0.01% | 35,818 | 35,818 | — | $22.92万 | 新建仓 |
| GT | GOODYEAR TIRE & RUBR CO | $22.92万 | 0.01% | 34,568 | -102,883 | -74.9% | -$68.21万 | 重新持有 |
| SBAC | SBA COMMUNICATIONS CORP | $22.79万 | 0.01% | 1,324 | -110 | -7.7% | -$1.89万 | 重新持有 |
| CERT | CERTARA INC | $21.89万 | 0.01% | 38,397 | 38,397 | — | $21.89万 | 新建仓 |
| MRP | MILLROSE PPTYS INC | $21.58万 | 0.01% | 7,707 | 7,707 | — | $21.58万 | 新建仓 |
| LUNR | INTUITIVE MACHINES INC | $21.56万 | 0.01% | 11,619 | 11,619 | — | $21.56万 | 新建仓 |
| BROS | DUTCH BROS INC | $21.45万 | 0.01% | 4,234 | -26,699 | -86.3% | -$135.26万 | 减仓 |
| EZU | ISHARES INC | $21.30万 | 0.01% | 3,400 | 3,400 | — | $21.30万 | 新建仓 |
| GOLF | ACUSHNET HLDGS CORP | $21.24万 | 0.01% | 2,272 | -12,146 | -84.2% | -$113.54万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $21.20万 | 0.01% | 1,945 | -2,265 | -53.8% | -$24.68万 | 重新持有 |
| GPI | GROUP 1 AUTOMOTIVE INC | $21.16万 | 0.01% | 640 | 640 | — | $21.16万 | 新建仓 |
| CRSP | CRISPR THERAPEUTICS AG | $21.16万 | 0.01% | 4,448 | 4,448 | — | $21.16万 | 新建仓 |
| AGO | ASSURED GUARANTY LTD | $20.95万 | 0.01% | 2,571 | 2,571 | — | $20.95万 | 新建仓 |
| EWW | ISHARES INC | $20.31万 | 0.01% | 2,700 | 2,700 | — | $20.31万 | 新建仓 |
| ALH | ALLIANCE LAUNDRY HLDGS INC | $20.18万 | 0.01% | 9,732 | 9,732 | — | $20.18万 | 新建仓 |
| BLSH | BULLISH | $20.09万 | 0.01% | 5,622 | 5,622 | — | $20.09万 | 新建仓 |
| MARA | MARA HOLDINGS INC | $19.16万 | 0.01% | 23,482 | 23,482 | — | $19.16万 | 新建仓 |
| IAUX | I-80 GOLD CORP | $17.24万 | 0.01% | 113,400 | 41,518 | 57.8% | $6.31万 | 重新持有 |
| UMC | UNITED MICROELECTRONICS CORP | $16.87万 | 0.01% | 18,790 | 18,790 | — | $16.87万 | 新建仓 |
| ENVX | ENOVIX CORPORATION | $16.70万 | 0.01% | 32,249 | 32,249 | — | $16.70万 | 新建仓 |
| TMQ | TRILOGY METALS INC NEW | $16.62万 | 0.01% | 46,300 | 46,300 | — | $16.62万 | 新建仓 |