Stock Taper 
SUMMIT STREET CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Humana Inc. | HUM | 91.45K | $36.33M |
 KLA Corporation | KLAC | 73.28K | $22.11M |
 Elevance Health Inc. | ELV | 72.04K | $27.86M |
 InterDigital, Inc. | IDCC | 64.15K | $18.16M |
 United Therapeutics Corporation | UTHR | 52.79K | $28.6M |
 Lam Research Corporation | LRCX | 50.43K | $21.85M |
 Texas Pacific Land Corporation | TPL | 33.92K | $14.84M |
 Dillard's, Inc. | DDS | 31.73K | $16.77M |
 Applied Materials, Inc. | AMAT | 29.59K | $21.39M |
 Micron Technology, Inc. | MU | 19.02K | $21.95M |