Holdings
SummitTX Capital, L.P.
As of Jun 30, 2026, SummitTX Capital, L.P. reported 682 positions worth US$2.72B. Largest: Analog Devices, Inc., Mks Inc. and Asml Holding Nv. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Analog Devices, Inc. | 174K | US$69M | +157K | Jun 30, 2026 |
| Mks Inc. | 132K | US$58.7M | −28,900 | Jun 30, 2026 |
| Asml Holding Nv | 26,839 | US$53.4M | −1,366 | Jun 30, 2026 |
| Applied Materials, Inc. | 59,729 | US$43.2M | −2,333 | Jun 30, 2026 |
| Amazon.com, Inc. | 134K | US$31.9M | +18,598 | Jun 30, 2026 |
| O'reilly Automotive, Inc. | 299K | US$27.6M | +133K | Jun 30, 2026 |
| Cbre Group Inc | 202K | US$27.2M | +129K | Jun 30, 2026 |
| Micron Technology, Inc. | 22,430 | US$25.9M | new | Jun 30, 2026 |
| 3m Company | 159K | US$25.8M | +142K | Jun 30, 2026 |
| Lpl Financial Holdings Inc. | 89,812 | US$25.3M | +71,346 | Jun 30, 2026 |