SUMMITTX CAPITAL, L.P.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HIMS | 5K | $258.70K |
 | ETSY | 5K | $300.75K |
 | CNA | 4K | $208.79K |
 | RMD | 4K | $1.23M |
 | AME | 4K | $840.92K |
 | HEI | 4K | $1.42M |
 | MGA | 4K | $208.76K |
 | PANW | 4K | $887.58K |
 | DLB | 4K | $310.32K |
 | LEN | 4K | $537.56K |
 | ALK | 4K | $201.31K |
 | AXP | 4K | $1.33M |
 | FDS | 4K | $1.13M |
 | AFG | 4K | $570.64K |
 | TRV | 4K | $1.09M |
 | CINF | 4K | $613.74K |
 | DLTR | 4K | $364.93K |
 | SN | 4K | $397.23K |
 | PJT | 4K | $675.73K |
 | ORLY | 4K | $406.01K |
Hims & Hers Health, Inc.
HIMS
Shares Held
5K
Value
$258.70K
Etsy, Inc.
ETSY
Shares Held
5K
Value
$300.75K
CNA Financial Corporation
CNA
Shares Held
4K
Value
$208.79K
ResMed Inc.
RMD
Shares Held
4K
Value
$1.23M
AMETEK, Inc.
AME
Shares Held
4K
Value
$840.92K
HEICO Corporation
HEI
Shares Held
4K
Value
$1.42M
Magna International Inc.
MGA
Shares Held
4K
Value
$208.76K
Palo Alto Networks, Inc.
PANW
Shares Held
4K
Value
$887.58K
Dolby Laboratories, Inc.
DLB
Shares Held
4K
Value
$310.32K
Lennar Corporation
LEN
Shares Held
4K
Value
$537.56K
Alaska Air Group, Inc.
ALK
Shares Held
4K
Value
$201.31K
American Express Company
AXP
Shares Held
4K
Value
$1.33M
FactSet Research Systems Inc.
FDS
Shares Held
4K
Value
$1.13M
American Financial Group, Inc.
AFG
Shares Held
4K
Value
$570.64K
The Travelers Companies, Inc.
TRV
Shares Held
4K
Value
$1.09M
Cincinnati Financial Corporation
CINF
Shares Held
4K
Value
$613.74K
Dollar Tree, Inc.
DLTR
Shares Held
4K
Value
$364.93K
SharkNinja, Inc.
SN
Shares Held
4K
Value
$397.23K
PJT Partners Inc.
PJT
Shares Held
4K
Value
$675.73K
O'Reilly Automotive, Inc.
ORLY
Shares Held
4K
Value
$406.01K