Summa Corp.
•CIK: 1954929•Filing: Q4 2025
**Summa Corp.** manages $233M across a portfolio of 77 positions, exhibiting a concentrated, technology-sector tilt. The fund's largest allocation is to NVDA at $118.5M, followed by AMD ($26.1M), signaling a strong conviction in semiconductor leaders. Further significant exposure includes MSFT ($10.7M) and QCOM ($6.0M), underpinning a growth-oriented mandate focused on high-beta technology names.
Total AUM
$233.2M
QoQ Performance
+2.5%
Positions
60
Top 10 Concentration
79.1%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
AMD
NVDA50.8%
AMD11.2%
MSFT4.6%
QCOM2.6%
IWF2.2%
AMZN2.1%
AAPL1.5%
MRVL1.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology73.9%
Other16.7%
Consumer3.9%
Financial2.5%
Healthcare1.2%
Energy0.7%
ETF0.5%
Real Estate0.3%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW8 new positions
↑21 increased
↓23 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023