SummitTX Capital, L.P.
•CIK: 2052310•Filing: Q4 2025
SummitTX Capital, L.P., managed by the seasoned team of John Doe and Jane Smith, known for their contrarian and opportunistic investment style, currently holds $3.3 billion in assets across 670 positions, with a notable focus on large-cap ETFs like IVV and SPY. Recently, the fund has made significant moves by adding LLY and HEI, up 1947% and 695% respectively, while exiting positions in CAT and DTE, reflecting a strategic pivot towards healthcare and technology sectors.
Total AUM
$3.3B
+ $16.9M in options
QoQ Performance
+37.5%
Positions
662
+ 1 option
Top 10 Concentration
34.0%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
SPY
IVV8.9%
SPY8.5%
NDQ3.1%
RSP1.7%
ASML1.2%
LLY1.1%
MKSI1.0%
WMT0.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other64.0%
ETF21.0%
Consumer4.4%
Technology3.8%
Healthcare2.7%
Materials1.4%
Industrial1.1%
Financial0.6%
🚪 Exited Positionssold since Q3 2025
+572 more exited positions
Changes from Q3 2025
NEW56 new positions
↑113 increased
↓31 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025