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 |
|---|---|---|---|---|---|---|---|---|
| EXR | EXTRA SPACE STORAGE INC | $0 | 0.00% | 0 | -31,001 | -100.0% | -$403.69万 | 清仓 |
| FWRD | FORWARD AIR CORP | $0 | 0.00% | 0 | -161,190 | -100.0% | -$402.98万 | 清仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $0 | 0.00% | 0 | -14,621 | -100.0% | -$402.28万 | 清仓 |
| SNDR | SCHNEIDER NATIONAL INC | $0 | 0.00% | 0 | -150,664 | -100.0% | -$399.71万 | 清仓 |
| CNM | CORE & MAIN INC | $0 | 0.00% | 0 | -75,936 | -100.0% | -$394.64万 | 清仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $0 | 0.00% | 0 | -2,806 | -100.0% | -$391.21万 | 清仓 |
| VRT | VERTIV HOLDINGS CO | $0 | 0.00% | 0 | -24,067 | -100.0% | -$389.91万 | 清仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $0 | 0.00% | 0 | -7,857 | -100.0% | -$382.83万 | 清仓 |
| BEAM | BEAM THERAPEUTICS INC | $0 | 0.00% | 0 | -137,946 | -100.0% | -$382.39万 | 清仓 |
| GLW | CORNING INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $0 | 0.00% | 0 | -42,266 | -100.0% | -$369.15万 | 清仓 |
| AVTX | AVALO THERAPEUTICS INC | $0 | 0.00% | 0 | -195,873 | -100.0% | -$355.71万 | 清仓 |
| GKOS | GLAUKOS CORP | $0 | 0.00% | 0 | -29,534 | -100.0% | -$333.47万 | 清仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $0 | 0.00% | 0 | -25,471 | -100.0% | -$332.40万 | 清仓 |
| WSO | WATSCO INC | $0 | 0.00% | 0 | -9,756 | -100.0% | -$328.73万 | 清仓 |
| — | EXACT SCIENCES CORP 看涨期权 | $0 | 0.00% | 0 | -32,300 | -100.0% | -$328.04万 | 清仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $0 | 0.00% | 0 | -7,231 | -100.0% | -$327.82万 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -8,132 | -100.0% | -$326.34万 | 清仓 |
| FTV | FORTIVE CORP | $0 | 0.00% | 0 | -57,937 | -100.0% | -$319.87万 | 清仓 |
| DRI | DARDEN RESTAURANTS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ITW | ILLINOIS TOOL WKS INC | $0 | 0.00% | 0 | -12,908 | -100.0% | -$317.92万 | 清仓 |
| UPB | UPSTREAM BIO INC | $0 | 0.00% | 0 | -116,724 | -100.0% | -$316.91万 | 清仓 |
| GLNG | GOLAR LNG LTD | $0 | 0.00% | 0 | -81,844 | -100.0% | -$304.54万 | 清仓 |
| GWW | WW GRAINGER INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FRO | FRONTLINE PLC | $0 | 0.00% | 0 | -138,811 | -100.0% | -$302.89万 | 清仓 |
| WAT | WATERS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AVIDITY BIOSCIENCES INC | $0 | 0.00% | 0 | -41,091 | -100.0% | -$296.39万 | 清仓 |
| PK | PARK HOTELS & RESORTS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ROK | ROCKWELL AUTOMATION INC | $0 | 0.00% | 0 | -7,399 | -100.0% | -$287.87万 | 清仓 |
| CWST | CASELLA WASTE SYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $0 | 0.00% | 0 | -11,595 | -100.0% | -$281.55万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -23,290 | -100.0% | -$280.27万 | 清仓 |
| MO | ALTRIA GROUP INC | $0 | 0.00% | 0 | -47,070 | -100.0% | -$271.41万 | 清仓 |
| GH | GUARDANT HEALTH INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CONFLUENT INC | $0 | 0.00% | 0 | -88,501 | -100.0% | -$267.63万 | 清仓 |
| SN | SHARKNINJA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -9,301 | -100.0% | -$263.51万 | 清仓 |
| FR | FIRST INDL RLTY TR INC | $0 | 0.00% | 0 | -45,714 | -100.0% | -$261.80万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -4,621 | -100.0% | -$261.71万 | 清仓 |
| CRL | CHARLES RIV LABS INTL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BBY | BEST BUY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CAG | CONAGRA BRANDS INC | $0 | 0.00% | 0 | -145,579 | -100.0% | -$252.00万 | 清仓 |
| MKTX | MARKETAXESS HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BP | BP PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HBM | HUDBAY MINERALS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VICI | VICI PPTYS INC | $0 | 0.00% | 0 | -83,677 | -100.0% | -$235.30万 | 清仓 |
| HAS | HASBRO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SVRA | SAVARA INC | $0 | 0.00% | 0 | -373,034 | -100.0% | -$224.94万 | 清仓 |
| — | CIDARA THERAPEUTICS INC | $0 | 0.00% | 0 | -10,149 | -100.0% | -$224.18万 | 清仓 |
| HQY | HEALTHEQUITY INC | $0 | 0.00% | 0 | -24,187 | -100.0% | -$221.58万 | 清仓 |
| ANNX | ANNEXON INC | $0 | 0.00% | 0 | -438,497 | -100.0% | -$220.13万 | 清仓 |
| MSM | MSC INDL DIRECT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CORZ | CORE SCIENTIFIC INC NEW | $0 | 0.00% | 0 | -147,096 | -100.0% | -$214.17万 | 清仓 |
| ESAB | ESAB CORPORATION | $0 | 0.00% | 0 | -19,126 | -100.0% | -$213.68万 | 清仓 |
| — | AMERICAN WOODMARK CORPORATIO | $0 | 0.00% | 0 | -38,826 | -100.0% | -$209.27万 | 清仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $0 | 0.00% | 0 | -48,808 | -100.0% | -$201.33万 | 清仓 |
| PRKS | UNITED PARKS & RESORTS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| STZ | CONSTELLATION BRANDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TER | TERADYNE INC | $0 | 0.00% | 0 | -9,488 | -100.0% | -$183.65万 | 清仓 |
| FDS | FACTSET RESH SYS INC | $0 | 0.00% | 0 | -6,061 | -100.0% | -$175.88万 | 清仓 |
| — | BIOLIFE SOLUTIONS INC | $0 | 0.00% | 0 | -72,266 | -100.0% | -$174.74万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -8,774 | -100.0% | -$170.28万 | 清仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $0 | 0.00% | 0 | -17,798 | -100.0% | -$167.21万 | 清仓 |
| PCAR | PACCAR INC | $0 | 0.00% | 0 | -15,246 | -100.0% | -$166.96万 | 清仓 |
| VFC | V F CORP | $0 | 0.00% | 0 | -91,653 | -100.0% | -$165.71万 | 清仓 |
| AAP | ADVANCE AUTO PARTS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | APOGEE THERAPEUTICS INC | $0 | 0.00% | 0 | -20,972 | -100.0% | -$158.30万 | 清仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| APLE | APPLE HOSPITALITY REIT INC | $0 | 0.00% | 0 | -133,444 | -100.0% | -$158.13万 | 清仓 |
| BNY | BANK NEW YORK MELLON CORP | $0 | 0.00% | 0 | -13,567 | -100.0% | -$157.50万 | 清仓 |
| FULC | FULCRUM THERAPEUTICS INC | $0 | 0.00% | 0 | -138,143 | -100.0% | -$156.24万 | 清仓 |
| RGTI | RIGETTI COMPUTING INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PFGC | PERFORMANCE FOOD GROUP CO | $0 | 0.00% | 0 | -16,123 | -100.0% | -$144.98万 | 清仓 |
| — | ENVIRI CORP | $0 | 0.00% | 0 | -80,030 | -100.0% | -$143.41万 | 清仓 |
| ROIV | ROIVANT SCIENCES LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DORM | DORMAN PRODS INC | $0 | 0.00% | 0 | -11,506 | -100.0% | -$141.74万 | 清仓 |
| VOYA | VOYA FINANCIAL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| STAA | STAAR SURGICAL CO 看跌期权 | $0 | 0.00% | 0 | -59,100 | -100.0% | -$136.46万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PNR | PENTAIR PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EBAY | EBAY INC. | $0 | 0.00% | 0 | -15,202 | -100.0% | -$132.41万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -6,398 | -100.0% | -$124.82万 | 清仓 |
| OMF | ONEMAIN HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -3,512 | -100.0% | -$121.55万 | 清仓 |
| BE | BLOOM ENERGY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MPC | MARATHON PETE CORP | $0 | 0.00% | 0 | -7,342 | -100.0% | -$119.40万 | 清仓 |
| RGA | REINSURANCE GRP OF AMERICA I | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OCUL | OCULAR THERAPEUTIX INC | $0 | 0.00% | 0 | -94,680 | -100.0% | -$114.94万 | 清仓 |
| MTN | VAIL RESORTS INC | $0 | 0.00% | 0 | -8,593 | -100.0% | -$114.11万 | 清仓 |
| RXO | RXO INC | $0 | 0.00% | 0 | -89,377 | -100.0% | -$112.97万 | 清仓 |
| LW | LAMB WESTON HLDGS INC | $0 | 0.00% | 0 | -26,220 | -100.0% | -$109.84万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| STAA | STAAR SURGICAL CO | $0 | 0.00% | 0 | -46,373 | -100.0% | -$107.08万 | 清仓 |
| CHTR | CHARTER COMMUNICATIONS INC N | $0 | 0.00% | 0 | -5,053 | -100.0% | -$105.48万 | 清仓 |
| DT | DYNATRACE INC | $0 | 0.00% | 0 | -24,178 | -100.0% | -$104.79万 | 清仓 |
| THO | THOR INDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| USFD | US FOODS HLDG CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $0 | 0.00% | 0 | -12,323 | -100.0% | -$98.95万 | 清仓 |